Z — UnclassifiedEIN: 135266605

Investment Company Institute

Washington, District of Columbia

B+Health Score
70B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.82×
Peer Median5.86×
💰
$84.1M
Total Revenue
📊
$77.1M
Total Expenses
🏦
$63.1M
Net Assets
📋
$85.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.0%
Year-over-year change (2022 → 2023)
Net Margin
+8.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.82
Net assets divided by total expenses
Liabilities-to-Assets
57.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$84,136,163↑5%$77,130,848↑12%$148,674,197↑12%
2022$80,146,435↑11%$68,854,682↑1%$132,491,163↑74%
2021$72,478,404↑1%$67,975,698↓4%$76,230,571↓10%
2020$71,824,481↓10%$70,766,857↓6%$84,674,610↑4%
2019$79,650,345↑7%$75,166,953↑5%$81,067,434↑3%
2018$74,633,466↑1%$71,325,983$78,811,879↑6%
2017$73,873,778↓3%$71,500,391↓3%$74,190,318↑4%
2016$76,376,457↑4%$73,542,682↑3%$71,267,187↑7%
2015$73,382,823↑6%$71,699,424↑7%$66,328,579↑1%
2014$69,242,593↑8%$66,922,212↑11%$65,635,929↑2%
2013$64,275,396↑2%$60,411,044$64,299,731↑4%
2012$63,124,563↑11%$60,473,980↑11%$61,611,477↑10%
2011$57,040,679$54,282,168$56,014,529

Frequently Asked Questions

What does Investment Company Institute do?▼

Investment Company Institute is a unclassified nonprofit organization based in District of Columbia. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Investment Company Institute financially healthy?▼

Based on our 9-metric Financial Health Score model, Investment Company Institute has a score of 70/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Investment Company Institute generate?▼

Investment Company Institute reports $83.2M in annual revenue and holds $146.4M in total assets, based on IRS filings.

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