IMPACT CAPITAL MANAGERS INC

EIN: 833201824

NEW YORK, NY

Total Revenue
$583,296
Total Expenses
$393,749
Total Assets
$915,988
Net Assets
$888,755
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
DE
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.

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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%)

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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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
13
Independent Members
13
Employees
6
Volunteers
13

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
5
$170,000
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
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
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