ZUnclassifiedEIN: 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$84,136,1635%$77,130,84812%$148,674,19712%
2022$80,146,43511%$68,854,6821%$132,491,16374%
2021$72,478,4041%$67,975,6984%$76,230,57110%
2020$71,824,48110%$70,766,8576%$84,674,6104%
2019$79,650,3457%$75,166,9535%$81,067,4343%
2018$74,633,4661%$71,325,983$78,811,8796%
2017$73,873,7783%$71,500,3913%$74,190,3184%
2016$76,376,4574%$73,542,6823%$71,267,1877%
2015$73,382,8236%$71,699,4247%$66,328,5791%
2014$69,242,5938%$66,922,21211%$65,635,9292%
2013$64,275,3962%$60,411,044$64,299,7314%
2012$63,124,56311%$60,473,98011%$61,611,47710%
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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