Washington, DC
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)The Private Investor Coalition Inc, founded in 2009, is a small nonprofit that reported $978K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $880K left a modest 10% surplus.
The purpose of The Private Investor Coalition, Inc. (the Corporation) is to educate and advocate for the equitable treatment of private investors, including, without limitation, single family offices.
The purpose of the Corporation is to educate and advocate for the equitable treatment of private investors, including, without limitation, single family offices. The Corporation educates its members...
The purpose of the Corporation is to educate and advocate for the equitable treatment of private investors, including, without limitation, single family offices. The Corporation educates its members, non-members, and elected and regulatory officials on the issues concerning private investors. Additionally, member calls on various educational topics are held throughout the year as needed. The Coalition holds an annual member meeting in person which delivers approximately 1.5 days of educational content.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $977,917 | $802,103 | +0.2% |
| Expenses | $880,152 | $655,208 | +0.3% |
| Net Income | $97,765 | $146,895 | -0.3% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| David M Martin | President & Director | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| Mark M Poljak | Vice President & Director | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Timothy P Terry | Secretary & Director | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| John Benevides | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Ryan Harding | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Diane O Malarik | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Shelley Marciano | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Mark Reed | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Kirk A Rose | Director | 3.00 |
Director
|
$0 | $0 | $0 |
| Michael S Saxon | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Lynn-Anne M Schow | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Andre Thapedi | Director until 11/2024 | 3.00 |
Director
|
$0 | $0 | $0 |
| Marlo W Turcotte | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Heath N Weisberg | Director | 3.00 |
Director
|
$0 | $0 | $0 |
| David P Zislin | Director | 3.00 |
Director
|
$0 | $0 | $0 |
| Dulcie L Truitt | Treasurer & Director Emeritus | 1.00 |
Officer
|
$0 | $0 | $0 |
| Karl R Anderson | Vice President | 1.00 |
Officer
|
$0 | $0 | $0 |
| Gillian Nagler | Vice President | 1.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $977,917 | $880,152 | $757,400 | $97,765 |
| 2023 | $802,103 | $655,208 | $600,952 | $146,895 |
| 2022 | $721,945 | $680,186 | $610,791 | $41,759 |
| 2021 | $665,014 | $666,857 | $313,533 | $-1,843 |
| 2020 | $608,118 | $536,783 | $223,024 | $71,335 |
| 2019 | $547,614 | $544,857 | $141,445 | $2,757 |
| 2018 | $550,171 | $481,357 | $142,201 | $68,814 |
Compare The Private Investor Coalition Inc with other nonprofits in District of Columbia and across the country.