IMPACT INVESTING CHARITABLE FOUNDATION INC (EIN 473574130) - 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

2015

Legal Domicile

Principal Officer

AIMEE MINNICH

Phone

9132971804

Tax Period

2024-01-01 to 2024-12-31

IMPACT INVESTING CHARITABLE FOUNDATION INC, founded in 2015, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $154.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $173.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

INVESTING CHARITABLE CAPITAL TO CREATE ECONOMIC, SOCIAL, AND SPIRITUAL TRANSFORMATION

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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 $150,290,338

Program Service Revenue $0

Investment Income $4,368,362

Other Revenue $978

TOTAL REVENUE $154,659,678

Expense Breakdown

Grants Paid $168,923,995

Salaries & Benefits $2,474,772

Fundraising Expenses $7,945

Program Expenses $172,211,719

Other Expenses $2,039,427

TOTAL EXPENSES $173,438,194

Year-over-Year Comparison

	2024	2023	Change
Revenue	$154,659,678	$142,085,671	+0.1%
Expenses	$173,438,194	$112,042,705	+0.5%
Net Income	$-18,778,516	$30,042,966	-1.6%

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

$1,029,228

Total Directors

$712,994

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AIMEE MINNICH	CIO	40.00	Officer Director	$323,285	$25,541	$348,826
DAVID WILLS	DIRECTOR	0.75	Director	$0	$0	$0
GREG LERNIHAN	DIRECTOR	0.75	Director	$0	$0	$0
JEFFREY JOHNS	CEO	40.00	Officer Director	$338,190	$25,978	$364,168
JONATHAN HARRISON	DIRECTOR	0.75	Officer Director	$0	$0	$0
SUZANNE DANIEL	DIRECTOR	0.75	Director	$0	$0	$0
TIM JENKINS	DIRECTOR	0.75	Director	$0	$0	$0
TONY CHEN	DIRECTOR	0.75	Director	$0	$0	$0
STEVE DOERR	COO	40.00	Officer	$292,100	$24,134	$316,234
ALANA TAUBE	SENIOR ADVISOR	40.00	Highest	$109,922	$5,755	$115,677
COURTNEY JAMES	DIRECTOR OF MARKETING	40.00	Highest	$101,870	$16,739	$118,609
DAN VOTH	INVESTOR CONCIERGE	40.00	Highest	$171,332	$19,644	$190,976
PHILLIP BRUCE	CONTROLLER	40.00	Highest	$194,023	$20,619	$214,642

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	$154,659,678	$173,438,194	$97,315,271	$-18,778,516
2023	$142,085,671	$112,042,705	$112,353,485	$30,042,966
2022	$125,350,864	$104,834,432	$78,989,966	$20,516,432
2021	$92,847,262	$60,833,519	$59,629,063	$32,013,743
2020	$60,970,368	$75,304,737	$27,225,085	$-14,334,369
2019	$31,810,666	$24,328,569	$41,482,849	$7,482,097
2018	$27,800,561	$20,791,314	$33,249,993	$7,009,247

IMPACT INVESTING CHARITABLE FOUNDATION INC