STRATEGIC INVESTMENT FUND INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

STEFANI PASHMAN

Phone

4122814783

Tax Period

2024-01-01 to 2024-12-31

STRATEGIC INVESTMENT FUND INC, founded in 1995, is a small nonprofit that reported $789K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $174K, a strong 22% operating margin.

Mission

TO PROVIDE A SOURCE OF PRIVATE SECTOR FINANCING FOR PROJECTS TO PROMOTE ECONOMIC DEVELOPMENT, JOB CREATION AND ELIMINATION OF URBAN BLIGHT AND ENHANCEMENT OF COMMUNITY DEVELOPMENT IN 12 COUNTIES OF SOUTHWESTERN PA.

Program Service Accomplishments

Program 1

Expenses: $469,898 Revenue: $748,791

STRATEGIC INVESTMENT FUND, INC. IS THE GENERAL PARTNER OF THE STRATEGIC INVESTMENT FUND. (SIF) IS A PRIVATE SECTOR SOURCE OF GAP FINANCING THAT ENABLES CATALYTIC REAL ESTATE PROJECTS TO ADVANCE...

STRATEGIC INVESTMENT FUND, INC. IS THE GENERAL PARTNER OF THE STRATEGIC INVESTMENT FUND. (SIF) IS A PRIVATE SECTOR SOURCE OF GAP FINANCING THAT ENABLES CATALYTIC REAL ESTATE PROJECTS TO ADVANCE ACROSS A 12-COUNTY REGION OF SOUTHWESTERN PENNSYLVANIA. EMPLOYMENT CREATION, COMMUNITY DEVELOPMENT AND ELIMINATION OF URBAN BLIGHT ARE PRIMARY SIF OBJECTIVES. THE PURPOSE OF SIF IS TO FILL GAPS IN THE FINANCING OF THOSE PROJECTS THAT ALIGN WITH ONE OF ITS FOUR INVESTMENT STRATEGIES: REGIONAL CORE INVESTMENT; RESEARCH AND DEVELOPMENT LED INDUSTRY; STRATEGIC SITE ACQUISITION; AND INNOVATION. IN OVER TWO DECADES AND THREE ROUNDS OF FUNDING, SIF HAS INVESTED $190 MILLION OF PRIVATE SECTOR FINANCING FOR 71 PROJECTS ESTIMATED AT $1.29 BILLION OF DEVELOPMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $649,184

Investment Income $39,970

Other Revenue $99,607

TOTAL REVENUE $788,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,645

Program Expenses $469,898

Other Expenses $614,302

TOTAL EXPENSES $614,302

Year-over-Year Comparison

	2024	2023	Change
Revenue	$788,761	$579,665	+0.4%
Expenses	$614,302	$468,185	+0.3%
Net Income	$174,459	$111,480	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SYLVAN M HOLZEREXIT 62024	PAST CHAIRMAN	1.00	Director	$0	$0	$0
DAVID MOREHOUSE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN A BARBOUR	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN R HAGGERTY	DIRECTOR	1.00	Director	$0	$0	$0
HELEN HANNA CASEY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM E HUNT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J MALONE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAN ONORATO	DIRECTOR	1.00	Director	$0	$0	$0
STEFANI PASHMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN WADE	DIRECTOR	1.00	Director	$0	$0	$0
JANEL M SKELLEY	SECRETARY/TREASURER	10.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$788,761	$614,302	$4,670,056	$174,459
2023	$579,665	$468,185	$4,483,341	$111,480
2022	$390,557	$421,750	$4,448,049	$-31,193
2021	$414,306	$331,400	$4,375,306	$82,906
2020	$388,964	$299,022	$4,291,881	$89,942
2019	$370,535	$273,192	$4,200,862	$97,343
2018	$283,690	$190,295	$4,092,177	$93,395