ECMC GROUP INC (EIN 411991995) - 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

2000

Legal Domicile

Principal Officer

DANIEL S FISHER

Phone

6512210566

Tax Period

2023-01-01 to 2023-12-31

ECMC GROUP INC, founded in 2000, is a large national nonprofit in the Education sector that reported $5.0B in total revenue in fiscal year 2023. Revenue surged 979% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.8B, a strong 95% operating margin.

Mission

TO HELP STUDENTS SUCCEED BY CREATING, PROVIDING AND INVESTING IN INNOVATIVE EDUCATIONAL OPPORTUNITIES.

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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 $266,820,829

Program Service Revenue $191,870,698

Investment Income $4,573,551,121

Other Revenue $9,321,612

TOTAL REVENUE $5,041,564,260

Expense Breakdown

Grants Paid $93,361,722

Salaries & Benefits $11,792,601

Fundraising Expenses $0

Program Expenses $247,193,257

Other Expenses $163,987,204

TOTAL EXPENSES $269,141,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,041,564,260	$467,330,504	+9.8%
Expenses	$269,141,527	$680,177,668	-0.6%
Net Income	$4,772,422,733	$-212,847,164	-23.4%

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

233

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

$5,210,889

Total Directors

$2,601,014

Key Employees

$5,868,523

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL FISHER	PRESIDENT & CEO, ECMC GROUP	40.00	Officer Director	$1,268,659	$126,730	$1,395,389
JAMES V MCKEON	BOARD CHAIR	12.00	Director	$0	$0	$197,500
DIANA J INGRAM	DIRECTOR	7.00	Director	$0	$0	$151,250
JACK O'CONNELL	DIRECTOR	5.00	Director	$0	$0	$145,000
JULIA S GOUW	DIRECTOR	5.00	Director	$0	$0	$155,000
DEREK LANGHAUSER	DIRECTOR	4.00	Director	$0	$0	$137,500
JAMES RUNCIE	DIRECTOR	7.00	Director	$0	$0	$128,750
JENNIFER ANDERSON	DIRECTOR	5.00	Director	$0	$0	$148,750
K PAUL SINGH	DIRECTOR	7.00	Director	$0	$0	$141,875
BRIAN BOARDMAN	GENERAL COUNSEL & CORP SECRETARY	40.00	Officer	$453,655	$86,354	$540,009
GREGORY VAN GUILDER	CHIEF INVESTMENT OFFICER	40.00	Officer	$1,149,769	$97,806	$1,247,575
JOSEPH WATT	VP, IMPACT INVESTING	40.00	Officer	$353,937	$34,009	$387,946
MARTIN SCANLON	CFO & TREASURER	40.00	Officer	$918,311	$104,819	$1,023,130
PHILIP BECKER	VP, INVESTMENTS	40.00	Officer	$531,762	$85,078	$616,840
ADAM TRAMPE	VP, DEPUTY GENERAL COUNSEL	40.00	Key Emp	$346,448	$68,215	$414,663
BRUCE FEIST	VP, APPLICATIONS & ANALYTICS	40.00	Key Emp	$400,940	$82,872	$483,812
CHRISTOPHER JANZEN	VP, ACADEMIC TECHNOLOGY - PART YEAR	40.00	Key Emp	$304,915	$3,256	$308,171
HEIDI JOHNSON	CHIEF OF STAFF	40.00	Key Emp	$507,841	$89,056	$596,897
HUGH MCSHERRY	VP, CORPORATE SERVICES	40.00	Key Emp	$331,116	$61,513	$392,629
IRIS CUMBERBATCH	SR VP, CORPORATE AFFAIRS	40.00	Key Emp	$523,304	$56,476	$579,780
JOHN MCKENNELL	CHIEF INFORMATION SECURITY OFFICER	40.00	Key Emp	$345,175	$69,389	$414,564
MATTHEW MIKULSKI	VP, INTERNAL AUDIT	40.00	Key Emp	$293,968	$57,669	$351,637
RAHOUL GHOSE	CHIEF INFORMATION OFFICER	40.00	Key Emp	$688,263	$100,107	$788,370
SARAH STREHL	CHIEF HUMAN RESOURCES OFFICER	40.00	Key Emp	$699,742	$96,737	$796,479
STEVE HANSEN	VP, IT	40.00	Key Emp	$322,529	$58,009	$380,538
TIFFANY THOMPSON	VP, FINANCE & CONTROLLER	40.00	Key Emp	$327,202	$33,781	$360,983
AARON WOODRICH	SR DIR, IT	40.00	Highest	$245,794	$69,830	$315,624
CASSIE STARK	DIR, HUMAN RESOURCES & TALENT	40.00	Highest	$243,269	$68,501	$311,770
DEAN VANDECOEVERING	SR DIR, FINANCE	40.00	Highest	$262,274	$44,854	$307,128
JAMES FISHER	SR DIR, INVESTMENTS	40.00	Highest	$269,097	$46,380	$315,477
STEVEN HUPERT	DIR, IT	40.00	Highest	$237,136	$71,487	$308,623
JEREMY WHEATON	FORMER PRESIDENT & CEO, ECMC GROUP	0.00		$1,622,127	$0	$1,622,127
I KING JORDAN	FORMER DIRECTOR	0.00		$0	$0	$30,000
JOHN F DEPODESTA	FORMER BOARD CHAIR	0.00		$0	$0	$60,000

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	$5,041,564,260	$269,141,527	$5,293,474,958	$4,772,422,733
2022	$467,330,504	$680,177,668	$5,422,363,648	$-212,847,164
2021	$564,021,532	$152,473,246	$5,806,492,820	$411,548,286
2020	$418,494,950	$173,468,527	$4,727,263,783	$245,026,423
2019	$361,718,874	$167,699,665	$3,744,530,742	$194,019,209
2018	$389,351,426	$255,318,480	$3,231,152,033	$134,032,946

ECMC GROUP INC