COUNCIL OF INSTITUTIONAL INVESTORS (EIN 521380217) - 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

1985

Legal Domicile

Principal Officer

ROBERT MCCORMICK

Phone

2028220800

Tax Period

2024-01-01 to 2024-12-31

COUNCIL OF INSTITUTIONAL INVESTORS, founded in 1985, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024. Expenses of $4.1M left a modest 13% surplus.

Mission

SEE PART III, LINE 1.

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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 $4,499,375

Investment Income $257,220

Other Revenue $356

TOTAL REVENUE $4,756,951

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,412,268

Fundraising Expenses $0

Other Expenses $1,727,494

TOTAL EXPENSES $4,139,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,756,951	$4,507,998	+0.1%
Expenses	$4,139,762	$3,708,191	+0.1%
Net Income	$617,189	$799,807	-0.2%

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

$446,905

Total Directors

Key Employees

$966,366

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AEISHA MASTAGNI	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
TEJAL PATEL	BOARD CO-CHAIR	3.00	Officer Director	$0	$0	$0
MICHAEL MCCAULEY	BOARD CO-CHAIR	3.00	Officer Director	$0	$0	$0
MARGARET FORAN	BOARD CO-CHAIR	3.00	Officer Director	$0	$0	$0
KATY HOFFMAN	BOARD TREASURER	3.00	Officer Director	$0	$0	$0
MICHAEL PRYCE-JONES	BOARD SECRETARY	3.00	Officer Director	$0	$0	$0
MELANIE MYERS	BOARD SECRETARY (START 03/24)	3.00	Officer Director	$0	$0	$0
JOE AGUILAR	BOARD MEMBER	3.00	Director	$0	$0	$0
DREW HAMBLY	BOARD MEMBER (START 03/24)	3.00	Director	$0	$0	$0
TRACY HARRIS	BOARD MEMBER	3.00	Director	$0	$0	$0
MICHAEL HOWARD	BOARD MEMBER (EFF. 03/24-07/24)	3.00	Director	$0	$0	$0
MARGARET MADDEN	BOARD MEMBER	3.00	Director	$0	$0	$0
JOHN MULE	BOARD MEMBER (START 03/24)	3.00	Director	$0	$0	$0
YUMI NARITA	BOARD MEMBER	3.00	Director	$0	$0	$0
JENNIFER O'DELL	BOARD MEMBER	3.00	Director	$0	$0	$0
KYLE SEELEY	BOARD MEMBER (START 07/24)	3.00	Director	$0	$0	$0
MITCH VOGEL	BOARD MEMBER (END 03/24)	3.00	Director	$0	$0	$0
ELIZABETH PARISIAN	BOARD MEMBER (END 03/24)	3.00	Director	$0	$0	$0
SIMISO NZIMA	BOARD MEMBER (END 03/24)	3.00	Director	$0	$0	$0
PATTI GAZDA	BOARD MEMBER (END 03/24)	3.00	Director	$0	$0	$0
AMY BORRUS	EXECUTIVE DIRECTOR (END 07/24)	55.00	Officer	$256,561	$9,036	$265,597
ROBERT MCCORMICK	EXECUTIVE DIRECTOR (START 07/24)	55.00	Officer	$173,618	$7,690	$181,308
JEFF MAHONEY	GENERAL COUNSEL	55.00	Key Emp	$396,645	$55,486	$452,131
GLENN DAVIS	DEPUTY DIRECTOR	55.00	Key Emp	$252,993	$50,418	$303,411
MELISSA FADER	DIR. OF OPER. & MEMBERSHIP	55.00	Key Emp	$193,577	$17,247	$210,824
JAMES CROWE	RESEARCH MANAGER	40.00	Highest	$137,394	$12,323	$149,717
MICHAEL MILLER	IT & RESOURCES DIRECTOR	40.00	Highest	$109,069	$17,060	$126,129
KYLUND ARNOLD	HEAD OF BUSINESS OPERATIONS	40.00	Highest	$104,505	$12,195	$116,700
ROSEMARY LALLY	EDITOR	32.00	Highest	$130,107	$5,909	$136,016

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	$4,756,951	$4,139,762	$12,333,648	$617,189
2023	$4,507,998	$3,708,191	$9,833,473	$799,807
2022	$4,099,130	$3,949,146	$8,853,996	$149,984
2021	$3,200,027	$3,434,469	$8,425,464	$-234,442
2020	$3,791,101	$3,749,918	$8,454,147	$41,183
2019	$4,009,939	$4,123,988	$8,300,785	$-114,049
2018	$3,625,237	$3,958,011	$7,442,889	$-332,774

COUNCIL OF INSTITUTIONAL INVESTORS