IMPACT INVESTING CHARITABLE TRUST (EIN 812375745) - 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

2016

Legal Domicile

Principal Officer

AIMEE MINNICH

Phone

9132971804

Tax Period

2023-01-01 to 2023-12-31

IMPACT INVESTING CHARITABLE TRUST, founded in 2016, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $138.0M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95.2M, a strong 69% operating margin.

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 (2023)

Revenue Breakdown

Contributions & Grants $141,104,649

Program Service Revenue $1,011,675

Investment Income $-4,187,722

Other Revenue $69,098

TOTAL REVENUE $137,997,700

Expense Breakdown

Grants Paid $17,765,312

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,810,626

Other Expenses $25,047,113

TOTAL EXPENSES $42,812,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$137,997,700	$94,822,089	+0.5%
Expenses	$42,812,425	$91,167,369	-0.5%
Net Income	$95,185,275	$3,654,720	+25.0%

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

N/A

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

$258,962

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$0	$0	$0
N/A	TRUSTEE	1.00		$0	$0	$0
AIMEE MINNICH	CIO	1.00	Officer	$0	$21,066	$258,962

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	$137,997,700	$42,812,425	$306,507,177	$95,185,275
2022	$94,822,089	$91,167,369	$204,118,299	$3,654,720
2021	$138,067,864	$47,575,288	$213,669,693	$90,492,576
2020	$100,293,514	$21,918,978	$119,487,483	$78,374,536
2019	$22,822,415	$5,462,560	$38,903,929	$17,359,855
2018	$19,089,194	$4,946,085	$21,508,558	$14,143,109

IMPACT INVESTING CHARITABLE TRUST