AMERICAN COLLEGE OF INVESTMENT COUNSEL (EIN 222532415) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

MICHAEL D ROBSON

Phone

9722339107

Tax Period

2023-01-01 to 2023-12-31

AMERICAN COLLEGE OF INVESTMENT COUNSEL, founded in 1981, is a small nonprofit in the Community Improvement sector that reported $378K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE COLLEGE IS TO BRING LAWYERS WHO DEVOTE A SUBSTANTIAL AMOUNT OF THEIR TIME REPRESENTING INSTITUTIONAL INVESTORS IN CONNECTION WITH THEIR INVESTMENT OPERATIONS, TO PROVIDE EDUCATION WITH RESPECT TO LEGAL ISSUES AND MARKET PRACTICES AFFECTING INSTITUTIONAL INVESTMENTS AND INVESTORS, TO DEVELOP, WHERE APPROPRIATE, GUIDELINES AND UNIFORM DOCUMENTATION FOR TRANSACTIONS INVOLVING INSTUTUIONAL INVESTMENTS AND TO BUILD COLLEGIAL RELATIONSHIPS TO ALLOW FOR MORE EFFICIENT TRANSACTIONS AND OCMMUNICATIONS AMONG ITS FELLOWS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $369,177

Investment Income $9,200

Other Revenue $0

TOTAL REVENUE $378,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $383,253

Other Expenses $383,253

TOTAL EXPENSES $383,253

Year-over-Year Comparison

	2023	2022	Change
Revenue	$378,377	$318,645	+0.2%
Expenses	$383,253	$342,446	+0.1%
Net Income	$-4,876	$-23,801	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUKE A WEEDON	PRESIDENT	2.00	Officer Director	$0	$0	$0
MELODY R CROSS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BRYAN CHO	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
PATTI BOSS	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL D ROBSON	TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES C CALLOWAY JR	TRUSTEE	2.00	Director	$0	$0	$0
JENNA JENSON	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN KNOHL	TRUSTEE	2.00	Director	$0	$0	$0
DAVID LAWTON	TRUSTEE	2.00	Director	$0	$0	$0
ROBIN LENARZ	TRUSTEE	2.00	Director	$0	$0	$0
KATE LINDSAY	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER WENZEL	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER FITZPATRICK	TRUSTEE	2.00	Director	$0	$0	$0
BRENDAN KELLY	TRUSTEE	2.00	Director	$0	$0	$0
RENEE M DAILEY	PAST PRESIDE	2.00	Director	$0	$0	$0
CHRISTOPHER DALLAS	PAST PRESDIE	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$378,377	$383,253	$349,111	$-4,876
2022	$318,645	$342,446	$352,262	$-23,801
2021	$162,712	$144,653	$378,563	$18,059
2020	$132,988	$136,848	$361,004	$-3,860
2019	$388,871	$382,543	$324,364	$6,328
2018	$378,215	$331,728	$355,286	$46,487

AMERICAN COLLEGE OF INVESTMENT COUNSEL