THE VISION COUNCIL (EIN 521437632) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

BRIAN CARROLL

Phone

7037409919

Tax Period

2023-01-01 to 2023-12-31

THE VISION COUNCIL, founded in 1985, is a mid-sized nonprofit that reported $24.7M in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year.

Mission

ADVOCATE FOR THE ECONOMIC GROWTH OF THE VISION INDUSTRY AND THE SUCCESS OF OUR MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,500,308

Investment Income $711,692

Other Revenue $253,243

TOTAL REVENUE $10,465,243

Expense Breakdown

Grants Paid $81,891

Salaries & Benefits $3,884,741

Fundraising Expenses $0

Other Expenses $5,985,028

TOTAL EXPENSES $9,951,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,465,243	$9,998,441	+0.0%
Expenses	$9,951,660	$8,802,436	+0.1%
Net Income	$513,583	$1,196,005	-0.6%

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

350

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

$714,637

Total Directors

Key Employees

$1,477,745

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN ROBERTS	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
SCOTT SHAPIRO	CHAIR	4.00	Officer Director	$0	$0	$0
ROSS BROWNLEE	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
JAMES ROSIN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KATE DOERKSEN	DIRECTOR	1.00	Director	$0	$0	$0
EARNIE FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
LUDOVIC LADREYT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MILAN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW WONG	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER DERRYBERRY	DIRECTOR	1.00	Director	$0	$0	$0
FREDRIC GRETHEL	DIRECTOR	1.00	Director	$0	$0	$0
JERRY WARNER III	DIRECTOR	1.00	Director	$0	$0	$0
DARREN HORNDASCH	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW COON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DALEY JR	DIRECTOR	1.00	Director	$0	$0	$0
HENRY GREENE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HOROWITZ	DIRECTOR	1.00	Director	$0	$0	$0
BIDISHA RUDRA	DIRECTOR	1.00	Director	$0	$0	$0
TOM SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN SHANBAUM	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY MILLS	CHIEF EXECUTIVE OFFICER	50.00	Officer	$386,629	$18,716	$405,345
BRIAN CARROLL	CFO/COO	40.00	Officer	$292,085	$17,207	$309,292
CHELSEA PILLSBURY	VP, MARKETING AND COMMUNICATIONS	40.00	Key Emp	$223,139	$13,012	$236,151
MITCH BARKLEY	VP, SHOWS	40.00	Key Emp	$258,235	$36,704	$294,939
MICHAEL VITALE	VP, MBR & GOV RELATIONS	40.00	Key Emp	$282,900	$41,675	$324,575
NATHAN TROXELL	FORMER DIRECTOR, MEMBER SERVICES	40.00	Key Emp	$184,455	$13,789	$198,244
MANALI PATEL	SR DIRECTOR OF FINANCE, CONTROLLER	40.00	Key Emp	$177,665	$33,850	$211,515
ALYSSE HENKEL	VP, MARKET RESEARCH	40.00	Key Emp	$188,542	$23,779	$212,321
AMY APPLEGATE	DIR, CREATIVE SRC & SPEC P	40.00	Highest	$144,507	$14,040	$158,547
OMAR ELKHATIB	SR MGR, MARKETING/COMM	40.00	Highest	$113,762	$18,787	$132,549
VICTORIA HYNDMAN	DIRECTOR, COMMUNICATIONS	40.00	Highest	$107,762	$10,999	$118,761
KRISTOPHER STEVENS	SENIOR DATA SCIENCE MANAGER	40.00	Highest	$109,367	$22,090	$131,457
SARA BONIZO	FORMER DIRECTOR, SHOWS	40.00	Highest	$109,838	$12,556	$122,394

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	$10,465,243	$9,951,660	$17,761,639	$513,583
2022	$9,998,441	$8,802,436	$17,029,575	$1,196,005
2021	$10,180,704	$7,971,120	$15,588,668	$2,209,584
2020	$5,472,427	$10,250,269	$12,661,203	$-4,777,842
2019	$23,737,733	$24,492,510	$17,387,417	$-754,777
2018	$24,682,421	$24,356,365	$16,053,837	$326,056

THE VISION COUNCIL