Advisor Collective Inc

Nonprofit profile at a glance

EIN
842594712
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025
Location
Leawood, KS, USA
Phone
8165477227
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Business and Industry

Official website

Reported finances

Revenue
$70,387
Expenses
$82,154
Assets
$32,605
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Matthew Kaiser (President)
  • Jeremey Ames (Vice President)

People named in this filing

  • Matthew Kaiser (President)
  • Jeremey Ames (Vice President)
  • Jamie Chambers (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Trade Association for HR Technology Consultants

What it reported doing in 2025

Our Association's key event is our Annual Meeting tied to the biggest industry conference, HR Tech in Sep/Oct in Vegas. We have 60 members attending & 20 sponsoring vendor attendees. we do recruiting at an off-site social event before conf. start. We meet with scores of vendors during this event as a group and individually.

Operating model

Revenue model
Earned-program. 60% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 34
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 99.5%; rating input score 100
  • Program expense ratio: 85.3%; rating input score 85

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -16.7%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 0.4; rating input score 27; 27th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 6.7% per year; rating input score 100; 65th percentile among comparable filings
  • Revenue growth: 1.6% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: -14.3% per year; rating input score 0; 14th percentile among comparable filings

Details

  • Where the money goes: 99.5% of revenue deployed · 85.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $70K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 24/100.
  • High — Sustainability: Total-asset coverage ratio scored 27/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.