WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL, founded in 2010, is a community nonprofit in the Community Improvement sector that reported $9.1M in total revenue in fiscal year 2024.
ENHANCE THE ABILITY OF ACTEC MEMBERS TO PROVIDE THE MOST EFFICIENT AND HIGHEST QUALITY SERVICES TO THEIR CLIENTS; DEVELOP QUALIFIED TRUST AND ESTATE COUNSELORS; IMPROVE AND REFORM PROBATE, TRUST AND TAX LAWS, PROCEDURES, AND STANDARDS OF PROFESSIONAL RESPONSIBILITY; AND COOPERATE WITH BAR ASSOCIATIONS AND OTHER ORGANIZATIONS WITH SIMILAR MISSIONS.
NATIONAL MEETINGS OF THE MEMBERSHIP TO DISCUSS ESTATE AND TRUST LAW.
ACTEC WEBSITE, PUBLICATIONS, AND OTHER OUTREACH.
REGIONAL MEETINGS OF ACTEC FELLOWS FROM STATES AND REGIONS TO DISCUSS ESTATE AND TRUST LAW.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $9,067,043 | $8,900,341 | +0.0% |
| Expenses | $9,171,074 | $8,660,170 | +0.1% |
| Net Income | $-104,031 | $240,171 | -1.4% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| PETER S GORDON | PRESIDENT | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| MARGARET G LODISE | PRESIDENT-ELECT | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| MELISSA J WILLMS | VICE PRESIDENT | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| ELAINE M BUCHER | TREASURER | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| MARGARET EW SAGER | SECRETARY | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| SUSAN D SNYDER | IMMEDIATE PAST PRESIDENT | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| KURT A SOMMER | IMMEDIATE PAST PRESIDENT (TO MAR '25) | 2.00 |
Director
|
$0 | $0 | $0 |
| FARHAD AGHDAMI | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| SHANNON K BARKS | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| LEIGH-ALEXANDRA BASHA | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| EDWARD J BECKWITH | MEMBER AT LARGE (FROM MAR '25) | 2.00 |
Director
|
$0 | $0 | $0 |
| BRAD BEDINGFIELD | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| SARAH S BUTTERS | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| STEPHANIE B CASTEEL | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| TAMI CONETTA | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| LORA G DAVIS | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| S GRAY EDMONDSON | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| LYAT EYAL | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| DANA G FITZSIMONS JR | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| GREGORY V GADARIAN | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| MIRIAM W HENRY | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| ELIZABETH HOLLAND HUTCHINS | REGENT (TO MAR '25) | 2.00 |
Director
|
$0 | $0 | $0 |
| JOSHUA E HUSBANDS | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| SHAHEEN I IMAMI | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| KIM KAMIN | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| CYNTHIA G LAMAR-HART | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| JAMES D LAMM | MEMBER AT LARGE | 2.00 |
Director
|
$0 | $0 | $0 |
| KEVIN MATZ | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| MICHELLE A W MCKINNON | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| STEVEN K MIGNOGNA | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| RAYMOND CLIFFORD ODOM | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| BENETTA Y PARK | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| JEFFERY T PEETZ | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| TARA ANNE PLEAT | REGENT (FROM MAR '25) | 2.00 |
Director
|
$0 | $0 | $0 |
| MICHAELLE D RAFFERTY | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| CAROLYN ANN REERS | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| PROF RONALD J SCALISE | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| SUSAN SHIELDS | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| JEFFERY C THEDE | MEMBER AT LARGE | 2.00 |
Director
|
$0 | $0 | $0 |
| STEVEN E TRYTTEN | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| STEPHANIE M TUTHILL | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| SUZANNE BROWN WALSH | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| LAUREN WOLVEN | REGENT | 2.00 |
Director
|
$0 | $0 | $0 |
| DEBORAH O MCKINNON | EXECUTIVE DIRECTOR | 34.00 |
Officer
|
$504,813 | $36,372 | $541,185 |
| REBECCA VANDALL | DIRECTOR, COMMUNICATIONS & MARKETING | 40.00 |
Highest
|
$163,960 | $8,248 | $172,208 |
| DYLAH E WALLENIUS | MEETINGS DIRECTOR | 40.00 |
Highest
|
$158,581 | $38,214 | $196,795 |
| VIRNA J TAVAREZ | STATE & REGIONAL MEETINGS | 40.00 |
Highest
|
$138,841 | $30,299 | $169,140 |
| DEBORAH OBERST | CONTROLLER | 40.00 |
Highest
|
$138,127 | $25,665 | $163,792 |
| AMY CRAWFORD | DIRECTOR, MEMBERSHIP & FOUNDATION MANAGEMENT | 40.00 |
Highest
|
$127,306 | $40,169 | $167,475 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $9,067,043 | $9,171,074 | $7,725,742 | $-104,031 |
| 2024 | $8,900,341 | $8,660,170 | $9,365,873 | $240,171 |
| 2023 | $7,424,706 | $7,966,770 | $7,449,896 | $-542,064 |
| 2022 | $5,965,924 | $6,053,444 | $7,291,426 | $-87,520 |
| 2021 | $4,366,383 | $3,656,776 | $7,617,682 | $709,607 |
| 2020 | $6,514,366 | $6,724,935 | $6,068,404 | $-210,569 |
| 2019 | $6,501,410 | $6,479,941 | $7,194,230 | $21,469 |
| 2018 | $6,253,281 | $5,875,217 | $5,850,868 | $378,064 |
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