IMPACT CAPITAL MANAGERS INC

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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 INC, founded in 2018, is a small nonprofit that reported $583K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $190K, a strong 32% operating margin.

Mission

THE CORPORATION WAS FORMED FOR THE FOLLOWING PURPOSES - TO SUPPORT THE DEVELOPMENT OF THE PRIVATE CAPITAL IMPACT INVESTING INDUSTRY, TO EDUCATE IMPACT INVESTORS, TO DEVELOP AND SHARE DATA, BEST PRACTICES, POLICIES, AND PROFESSIONAL STANDARDS FOR IMPACT INVESTORS, TO PROMOTE DIVERSITY, EQUITY, AND INCLUSION IN IMPACT INVESTING, AND ANY OTHER ACTIVITIES THAT PROMOTE THE COMMON BUSINESS INTEREST OF IMPACT INVESTORS AND THE IMPACT INVESTING COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $292,430 Revenue: $548,296

-ORGANIZED AND ADMINISTERED OVER 50 EVENTS FOR MEMBERS, INCLUDING BUT NOT LIMITED TO: CO-INVESTMENT CALLS, MONTHLY PEER LEARNING WORKSHOPS, WORKING GROUP COMMITTEE MEETINGS, OUTSIDE SPEAKERS SERIES ON IMPACT MANAGEMENT, LEGAL STRATEGIES FOR IMPACT FUNDS, FUNDRAISING MASTERCLASSES, NON-TRANSACTIONAL MEET AND GREETS WITH IMPACT ALLOCATORS, REGIONAL IMPACT BREAKFASTS, AND MORE.-HELD AN IN-PERSON ANNUAL MEMBER CONVENING FOR 100+ INDIVIDUALS FROM OVER 80 ICM MEMBER FUNDS IN PHILADELPHIA AND A SIMILAR FALL EVENT IN SAN FRANCISCO.-HELD INTERNATIONAL MEMBER EVENTS TO DISCUSS IMPACT INVESTING IN PRIVATE MARKETS IN COPENHAGEN AND TOKYO.-PUBLISHED THOUGHT LEADERSHIP PIECES AND PROVIDED INTERVIEWS WITH INDUSTRY MEDIA OUTLETS.-IN PARTNERSHIP WITH THE ICM INSTITUTE, ORCHESTRATED THE FOURTH YEAR OF THE MOSAIC FELLOWSHIP, PLACING 25 TOP-PERFORMING GRADUATE STUDENTS FROM BACKGROUNDS TRADITIONALLY UNDERREPRESENTED IN FINANCE AND INVESTING, AT 21 ICM MEMBER FUNDS FOR THE SUMMER.-RECRUITED AND ONBOARDED OVER 20 PRIVATE CAPITAL IMPACT FUNDS TO THE NETWORK.

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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 $35,000

Program Service Revenue $542,871

Investment Income $0

Other Revenue $5,425

TOTAL REVENUE $583,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $218,000

Fundraising Expenses $21,138

Program Expenses $292,430

Other Expenses $175,749

TOTAL EXPENSES $393,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$583,296	$490,514	+0.2%
Expenses	$393,749	$199,022	+1.0%
Net Income	$189,547	$291,492	-0.3%

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

$170,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOPE MAGO	CHAIR	1.00	Officer Director	$0	$0	$0
DAVE KIRKPATRICK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSH COHEN	TREASURER	1.00	Officer Director	$0	$0	$0
MONIKA MANTILLA	SECRETARY	1.00	Officer Director	$0	$0	$0
TODD COOK	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN DEBERRY	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDINE EMEOTT	DIRECTOR	1.00	Director	$0	$0	$0
MATT GREENFIELD	DIRECTOR	1.00	Director	$0	$0	$0
MARK GROVIC	DIRECTOR	1.00	Director	$0	$0	$0
KARL KHOURY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY PFUND	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL PIANKO	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN TRELSTAD	DIRECTOR	1.00	Director	$0	$0	$0
MARIEKE SPENCE	EXECUTIVE DIRECTOR	25.00	Officer	$86,983	$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	$583,296	$393,749	$915,988	$189,547
2022	$490,514	$199,022	$729,772	$291,492
2021	$352,598	$187,051	$417,109	$165,547
2020	$271,010	$168,651	$267,317	$102,359