American College of Investment Counsel
American College of Investment Counsel's network
16 peoplei16 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brendan Kelly | Trustee | 2023 | 3 yrs |
| Bryan CHO | Vice Preside | 2018 | 8 yrs |
| Charles C Calloway JR | Trustee | 2022 | 4 yrs |
| Christopher S Dallas (also filed as Christopher Dallas) | Past Presdie | 2018 | 8 yrs |
| David Lawton | Trustee | 2020 | 6 yrs |
| Heather Wenzel | Trustee | 2023 | 3 yrs |
| Jenna Jenson | Trustee | 2022 | 4 yrs |
| Jennifer Fitzpatrick | Trustee | 2023 | 3 yrs |
| Kate Lindsay | Trustee | 2023 | 3 yrs |
| Kevin Knohl | Trustee | 2022 | 4 yrs |
| Luke A Weedon | President | 2018 | 8 yrs |
| Melody R Cross (also filed as Melody Cross) | Vice Preside | 2018 | 8 yrs |
| Michael D Robson (also filed as Michael Robson) | Treasurer | 2021 | 5 yrs |
| Patti Boss | Company secretary | 2020 | 6 yrs |
| Renee M Dailey | Past Preside | 2018 | 8 yrs |
| Robin Lenarz | Trustee | 2021 | 5 yrs |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Luke A Weedon | Past Preside | $0 | |||
| Melody R Cross | Vice Preside | $0 | |||
| Bryan Cho | Vice Preside | $0 | |||
| Patti Boss | Vice Preside | $0 | |||
| Michael D Robson | Treasurer | $0 | |||
| Charles C Calloway Jr | Trustee | $0 | |||
| Jenna Jenson | Trustee | $0 | |||
| Kevin Knohl | Trustee | $0 | |||
| Jeffrey Dutson | Trustee | $0 | |||
| Robin Lenarz | Secretary | $0 | |||
| Kate Lindsay | Trustee | $0 | |||
| Heather Wenzel | Trustee | $0 | |||
| Jennifer Fitzpatrick | Trustee | $0 | |||
| Brendan Kelly | Trustee | $0 | |||
| Renee M Dailey | Past Preside | $0 | |||
| Tom Pasuit | Trustee | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- American College of Investment Counsel
- EIN
- 222532415
- Address
- 14070 Proton Road Suite 100lb9, Dallas, TX, 75244-3601
- State
- Texas
- 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... (as filed on the Form 990)
- Activity (NTEE)
- S99Z Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 4 (IRS master file code)
- Formed
- 1981
- Principal officer
- Michael D Robson (as named on the Form 990)
- IRS ruling date
- 1 November 1984
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Longest observed on the filings
≥8years on the filingsBryan CHO
≥8years on the filingsChristopher S Dallas
≥8years on the filingsLuke A Weedon
≥8years on the filingsMelody R Cross
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $393k
- Total liabilities
- $68k
- Net assets or fund balances
- $325k
- Contributions and grants received
- $0
- Program service revenue
- $378k
- Employees
- 0
- Volunteers
- 90
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.American College Of Investment Counsel likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
- State
- Texas
- Status
- Active
- Formed
- 28 November 2022
- Registered agent
- Not stated
This register does not publish officers or directors.