Public Charity

AMERICAN COLLEGE OF INVESTMENT COUNSEL

Based in DALLAS, TX, AMERICAN COLLEGE OF INVESTMENT COUNSEL operates as a Public Charity. The organization reported $389K in revenue, $369K in expenses, $393K in total assets for fiscal year 2024.

EIN: 222532415 DALLAS, TX Community Improvement & Capacity Building N.E.C. NTEE: S99 Latest filing: 2024

Total Revenue$389K

Total Expenses$369K

Total Assets$393K

Grant Records0

Filing Years2020–2024

Mission

THE MISSION OF THE COLLEGE IS TO BRING LAWYERS WHO DEVOTE A SUBSTANTIAL AMOUNT OF THEIR TIME REPRESENTING INSTITUTIONAL INVESTORS IN CONNECTION WITH THEIR INVESTMENT OPERATIONS, TO PROVIDE EDUCATION WITH RESPECT TO LEGAL ISSUES AND MARKET PRACTICES AFFECTING INSTITUTIONAL INVESTMENTS AND INVESTORS, TO DEVELOP, WHERE APPROPRIATE, GUIDELINES AND UNIFORM DOCUMENTATION FOR TRANSACTIONS INVOLVING INSTUTUIONAL INVESTMENTS AND TO BUILD COLLEGIAL RELATIONSHIPS TO ALLOW FOR MORE EFFICIENT TRANSACTIONS AND OCMMUNICATIONS AMONG ITS FELLOWS.

Where $100 goes at American College of Investment Counsel

How American College of Investment Counsel divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$100 Programs the work itself

<$1 Management running the organization

$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100

Provide a forum for the discussion of legal issues arising in the area of major institutional investment financing

All program spending

Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

TRUSTEE Brendan Kelly

VICE PRESIDE Bryan Cho

TRUSTEE Charles C Calloway Jr

TRUSTEE Heather Wenzel

TRUSTEE Jeffrey Dutson

TRUSTEE Jenna Jenson

Officer compensation and complete director data available with membership.

Financial Trends

Year	Revenue	Expenses	Assets
2024	$389K	$369K	$393K
2023	$378K	$383K	$349K
2022	$319K	$342K	$352K
2021	$163K	$145K	$379K
2020	$133K	$137K	$361K

Between 2020 and 2024, reported annual revenue grew from $133K to $389K (+193%), with total assets most recently reported at $393K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for AMERICAN COLLEGE OF INVESTMENT COUNSEL

Complete financials, all 0 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports