AMERICAN INVESTMENT COUNCIL

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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

2007

Legal Domicile

Principal Officer

DREW MALONEY

Phone

2024657700

Tax Period

2023-01-01 to 2023-12-31

AMERICAN INVESTMENT COUNCIL, founded in 2007, is a mid-sized nonprofit in the Employment sector that reported $24.4M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $22.5M left a modest 8% surplus.

Mission

WE ADVANCE ACCESS TO CAPITAL, JOB CREATION, RETIREMENT SECURITY, INNOVATION, AND ECONOMIC GROWTH IN THE UNITED STATES BY PROMOTING RESPONSIBLE, LONG-TERM INVESTMENT.

Program Service Accomplishments

Program 1

THE GOVERNMENT AFFAIRS DEPARTMENT CONCENTRATES ITS EFFORTS ON LEGISLATIVE AND REGULATORY PRIORITIES IMPORTANT TO THE PRIVATE EQUITY AND PRIVATE CREDIT INDUSTRY.

Program 2

THE PUBLIC AFFAIRS DEPARTMENT PRODUCES CONTENT TO COMMUNICATE THE BENEFITS OF THE PRIVATE EQUITY AND PRIVATE CREDIT INDUSTRY TO STAKEHOLDERS, MAINTAINS WORKING RELATIONSHIPS WITH FINANCIAL REPORTERS, RESPONDS TO MEDIA REQUESTS AND IS RESPONSIBLE FOR UPDATES ON THE COUNCILS WEBSITE AND SOCIAL MEDIA CHANNELS.

Program 3

THE RESEARCH DEPARTMENT CONCENTRATES ITS EFFORTS ON EDUCATING POLICYMAKERS AND THE PUBLIC ON THE PRIVATE EQUITY AND PRIVATE CREDIT INDUSTRY THROUGH THE PRODUCTION OF RESEARCH PUBLICATIONS.

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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 $0

Program Service Revenue $23,816,333

Investment Income $576,322

Other Revenue $0

TOTAL REVENUE $24,392,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,870,605

Fundraising Expenses $0

Other Expenses $12,663,355

TOTAL EXPENSES $22,533,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,392,655	$22,579,415	+0.1%
Expenses	$22,533,960	$21,421,315	+0.1%
Net Income	$1,858,695	$1,158,100	+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

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

$4,081,846

Total Directors

$3,568,134

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE BEGO	DIRECTOR	1.00	Director	$0	$0	$0
BRADFORD BERENSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BERK	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH CONDE	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA DICKERSON	DIRECTOR	1.00	Director	$0	$0	$0
STACEY DION	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER GREEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JORDAN II	DIRECTOR	1.00	Director	$0	$0	$0
BARRETT KARR	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KLINSKY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KRONE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MCSWEENEY	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH MEHLMAN	DIRECTOR	1.00	Director	$0	$0	$0
LEE MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA MCGRADY MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MOORE	DIRECTOR	1.00	Director	$0	$0	$0
ROSS OLIVER	DIRECTOR	1.00	Director	$0	$0	$0
ARRIE PARK	DIRECTOR	1.00	Director	$0	$0	$0
JON SELIB	DIRECTOR	1.00	Director	$0	$0	$0
JAKE SIEWERT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STIEPLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
MARK TRESNOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA HENDRICKSON	CHAIR	1.00	Officer Director	$0	$0	$0
DREW MALONEY	PRESIDENT & CEO	40.00	Officer Director	$3,504,572	$63,562	$3,568,134
NEGRA HUSIKIC	SECRETARY, V.P. FINANCE & OPS	40.00	Officer	$350,877	$77,590	$428,467
ROBERT LANE	TREASURER	1.00	Officer	$85,245	$0	$85,245
REBEKAH JURATA	GENERAL COUNSEL	40.00	Highest	$900,154	$89,769	$989,923
BRADLEY BAILEY	S.V.P. GOVERNMENT AFFAIRS	40.00	Highest	$894,695	$90,115	$984,810
EMILY SCHILLINGER	V.P. PUBLIC AFFAIRS	40.00	Highest	$601,237	$89,683	$690,920
MICHAEL LUKSO	V.P. GOVERNMENT AFFAIRS	40.00	Highest	$395,915	$68,669	$464,584
JAMAL HAGLER	V.P. RESEARCH	40.00	Highest	$400,909	$55,461	$456,370

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	$24,392,655	$22,533,960	$11,780,441	$1,858,695
2022	$22,579,415	$21,421,315	$9,042,427	$1,158,100
2021	$18,334,607	$21,785,253	$10,621,269	$-3,450,646
2020	$24,952,776	$22,016,123	$10,231,716	$2,936,653
2019	$13,177,288	$12,517,068	$9,721,350	$660,220
2018	$10,260,550	$8,466,373	$6,069,208	$1,794,177