ACIMCO (EIN 263598377) - 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

AMY JUSTICE

Phone

3256742013

Tax Period

2024-06-01 to 2025-05-31

ACIMCO, founded in 2008, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024.

Mission

ACIMCO SUPPORTS ACU BY PROVIDING INVESTMENT MANAGEMENT SERVICES FOR SOME OF THE ASSETS HELD BY ACU.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,180,596

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,180,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,849,175

Fundraising Expenses $0

Program Expenses $1,968,017

Other Expenses $332,353

TOTAL EXPENSES $2,181,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,180,596	$2,115,895	+0.0%
Expenses	$2,181,528	$2,116,729	+0.0%
Net Income	$-932	$-834	+0.1%

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

N/A

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

$1,236,019

Total Directors

$695,192

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM PORTER	TRUSTEE	2.00	Director	$0	$0	$0
COLE OLIVER	TRUSTEE	2.00	Director	$0	$0	$0
KELLY SHEWMAKER	TRUSTEE	2.00	Director	$0	$0	$0
PHIL SCHUBERT	TRUSTEE	2.00	Director	$0	$143,622	$695,192
RICK WESSEL	TRUSTEE	2.00	Director	$0	$0	$0
KYLE HAMMOND	TRUSTEE	2.00	Director	$0	$0	$0
MARK ANTHONY	TRUSTEE	2.00	Director	$0	$0	$0
LUKE JAMES	TRUSTEE	2.00	Director	$0	$0	$0
MARK RICH	TRUSTEE	2.00	Director	$0	$0	$0
JOE LEE	PRESIDENT/CIO	40.00	Officer	$505,623	$70,883	$576,506
YANCEY HOUSE	VP & SECRETARY	40.00	Officer	$187,797	$28,091	$215,888
KELLY YOUNG	VP FOR REAL ESTATE DEVELOP	40.00	Officer	$211,657	$34,011	$245,668
AMY JUSTICE	VP/COO	40.00	Officer	$168,757	$29,200	$197,957

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
2025	$2,180,596	$2,181,528	$600,294	$-932
2024	$2,115,895	$2,116,729	$601,226	$-834
2023	$1,922,413	$2,607,210	$602,060	$-684,797
2022	$2,678,423	$1,992,229	$1,286,859	$686,194
2021	$1,688,828	$1,687,883	$600,665	$945
2020	$1,657,292	$1,655,823	$599,720	$1,469
2019	$1,596,272	$1,594,101	$598,440	$2,171
2018	$1,581,680	$1,594,091	$600,240	$-12,411

ACIMCO