IMPACT CAPITAL MANAGERS INSTITUTE INC (EIN 832945292) - 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

2018

Legal Domicile

Principal Officer

HOPE MAGO

Phone

9174954241

Tax Period

2023-01-01 to 2023-12-31

IMPACT CAPITAL MANAGERS INSTITUTE INC, founded in 2018, is a small nonprofit in the Education sector that reported $551K in total revenue in fiscal year 2023. Revenue surged 87% from the prior year, signaling strong growth momentum. Expenses of $730K exceeded revenue, resulting in a 33% operating deficit.

Mission

THE CORPORATION SHALL WORK TO FOSTER, FACILITATE AND SUPPORT THE DEVELOPMENT OF PRIVATE CAPITAL IMPACT INVESTING, SOCIAL ENTREPRENEURSHIP AND OTHER INNOVATIVE FINANCING MECHANISMS TO EFFECT POSITIVE SOCIAL CHANGE BY, AMONG OTHER ACTIVITIES (A) CREATING AND FACILITATING EDUCATIONAL FORUMS, TRAININGS, WORKSHOPS AND PROGRAMS; (B) FACILITATING AND PROVIDING SUPPORT FOR RESEARCH AND STUDIES; (C) CREATING AND DISSEMINATING OR SUPPORTING THE CREATION AND DISSEMINATION OF EDUCATIONAL MATERIALS, TRAINING AND IMPACT MEASUREMENT TOOLS, AND OTHER RESOURCES; (D) DEVELOPING AND PROMOTING COLLABORATIONS AND RELATIONSHIPS DESIGNED TO BUILD AND SUSTAIN EDUCATED, DIVERSE, AND DYNAMIC COMMUNITIES OF IMPACT AND ENABLE THE EFFECTIVE DEPLOYMENT OF PHILANTHROPIC AND OTHER RESOURCES IN A MISSION-ALIGNED MANNER; AND (E) ENGAGING IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES.

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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 $530,000

Program Service Revenue $0

Investment Income $0

Other Revenue $20,900

TOTAL REVENUE $550,900

Expense Breakdown

Grants Paid $133,424

Salaries & Benefits $254,453

Fundraising Expenses $13,772

Program Expenses $589,288

Other Expenses $342,223

TOTAL EXPENSES $730,100

Year-over-Year Comparison

	2023	2022	Change
Revenue	$550,900	$294,831	+0.9%
Expenses	$730,100	$529,579	+0.4%
Net Income	$-179,200	$-234,748	-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

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

$170,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN TRELSTAD	CHAIR	1.00	Officer Director	$0	$0	$0
ROGER LIEW	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL STRAUB	DIRECTOR	1.00	Director	$0	$0	$0
LIZ LUCKETT	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN FARLEY	DIRECTOR	1.00	Director	$0	$0	$0
STONLY BLUE	DIRECTOR	1.00	Director	$0	$0	$0
MARIEKE SPENCE	EXECUTIVE DIRECTOR	25.00	Officer	$83,017	$0	$170,000

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	$550,900	$730,100	$181,731	$-179,200
2022	$294,831	$529,579	$230,546	$-234,748
2021	$592,500	$329,113	$415,975	$263,387
2020	$350,500	$390,710	$334,500	$-40,210
2019	$250,000	$105,000	$250,000	$145,000

IMPACT CAPITAL MANAGERS INSTITUTE INC