IMPACTASSETSINC (EIN 262048480) - 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

2008

Legal Domicile

Principal Officer

MARGRET TRILLI

Phone

8554822946

Tax Period

2023-01-01 to 2023-12-31

IMPACTASSETSINC, founded in 2008, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $866.5M in total revenue in fiscal year 2023. Revenue surged 127% from the prior year, signaling strong growth momentum. The organization ran a surplus of $577.7M, a strong 67% operating margin.

Mission

THE MISSION OF THIS CORPORATION IS TO CATALYZE AND ADVANCE A VARIETY OF IMPACT AREAS, SUCH AS SUSTAINABILITY, CLIMATE SOLUTIONS AND SOCIAL EQUITY, THROUGH IMPACT INVESTING, PHILANTHROPY, AND PROGRAMMING.

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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 $811,889,329

Program Service Revenue $2,452,554

Investment Income $52,198,277

Other Revenue $0

TOTAL REVENUE $866,540,160

Expense Breakdown

Grants Paid $262,237,083

Salaries & Benefits $10,214,710

Fundraising Expenses $2,737,173

Program Expenses $273,258,528

Other Expenses $16,379,865

TOTAL EXPENSES $288,831,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$866,540,160	$382,327,423	+1.3%
Expenses	$288,831,658	$243,930,414	+0.2%
Net Income	$577,708,502	$138,397,009	+3.2%

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

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

$1,038,145

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGRET TRILLI	CEO & CIO	20.00	Officer	$359,718	$51,838	$776,582
TIMOTHY FREUNDLICH	FOUNDER, ED, STRATEGIC PARTNER	40.00	Highest	$350,511	$27,577	$378,088
ALICE LOWENSTEIN	CHIEF OPERATING OFFICER	40.00	Highest	$314,133	$46,654	$360,787
IVY DUKE	GENERAL COUNSEL	40.00	Highest	$249,917	$35,992	$285,909
DEBORAH PARSONS	MANAGING DIRECTOR, BUSINESS DEVELOPMENT	40.00	Highest	$245,716	$21,528	$267,244
SURIN RAMKISSOON	TREASURER & MANAGING DIRECTOR, FINANCE	40.00	Officer	$220,882	$40,681	$261,563
DANA COTTER	MANAGING DIRECTOR, IMPACT	40.00	Highest	$209,930	$27,958	$237,888
LIESEL PRITZKER SIMMONS	CHAIRPERSON	1.00	Director	$0	$0	$0
KARL KLEISSNER	VICE CHAIR	1.00	Director	$0	$0	$0
RON CORDES	SECRETARY & DIRECTOR	1.00	Officer Director	$0	$0	$0
LAUREN BOOKER ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
LIESBET PEETERS	DIRECTOR	1.00	Director	$0	$0	$0
GERHARD PRIES	DIRECTOR	1.00	Director	$0	$0	$0
DONALD WAYNE SILBY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL SKAFF	DIRECTOR	1.00	Director	$0	$0	$0
KIM WRIGHT-VIOLICH	DIRECTOR	1.00	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	$866,540,160	$288,831,658	$2,926,060,513	$577,708,502
2022	$382,327,423	$243,930,414	$2,191,122,674	$138,397,009
2021	$717,988,041	$218,647,123	$2,184,359,966	$499,340,918
2020	$396,643,138	$198,467,861	$1,383,884,329	$198,175,277
2019	$734,781,486	$114,731,627	$1,129,447,893	$620,049,859
2018	$219,620,965	$152,600,901	$474,316,071	$67,020,064

IMPACTASSETSINC