AMERICAN CONSUMER AND INVESTOR INS… - Form 990 Financial Data

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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

2022

Legal Domicile

Principal Officer

BARBARA COMSTOCK

Phone

8669600596

Tax Period

2023-01-01 to 2023-12-31

AMERICAN CONSUMER AND INVESTOR INSTITUTE, founded in 2022, is a small nonprofit that reported $300K in total revenue in fiscal year 2023.

Mission

ACII'S MISSION IS TO ADVOCATE ON BEHALF OF AMERICAN CONSUMERS AND INVESTORS FOR MORE CHOICE AND ACCESS TO U.S. FINANCIAL MARKETS, PRODUCTS AND SERVICES.

Program Service Accomplishments

Program 1

Expenses: $174,771

THE ORGANIZATION'S EFFORTS IN 2023 WERE FOCUSED ON DEVELOPING PLANS AND STRATEGIES FOR HOW TO BEST ADVOCATE ON BEHALF OF AMERICAN CONSUMERS AND INVESTORS FOR MORE CHOICE AND ACCESS TO U.S. FINANCIAL MARKETS, PRODUCTS AND SERVICES, INCLUDING IN THE AREAS OF CONSUMER BANKING, SECURITIES AND CRYPTOCURRENCIES-ALL ACCOMPANIED BY ROBUST FINANCIAL EDUCATION.

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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 $300,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $300,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,771

Other Expenses $310,347

TOTAL EXPENSES $310,347

Year-over-Year Comparison

	2023	2022	Change
Revenue	$300,000	N/A	N/A
Expenses	$310,347	N/A	N/A
Net Income	$-10,347	$0	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CABELL HOBBS	DIRECTOR/TREASURER	0.50	Officer Director	$0	$0	$0
AARON HARISON	DIRECTOR	0.50	Director	$0	$0	$0
AMANDA HORNE	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA COMSTOCK	PRESIDENT	0.50	Officer	$0	$0	$0
KERI MCGILL	SECRETARY	0.50	Officer	$0	$0	$0

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	$300,000	$310,347	$55,153	$-10,347

AMERICAN CONSUMER AND INVESTOR INSTITUTE