STRATEGIC GLOBAL ASSISTANCE INC (EIN 352076939) - Form 990 Financial Analysis & Trantor Score

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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

Legal Domicile

Principal Officer

MALCOLM WEBBER

Phone

8445323371

Tax Period

2024-10-01 to 2025-09-30

STRATEGIC GLOBAL ASSISTANCE INC is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.8M in total revenue in fiscal year 2024.

Mission

TO SUPPORT LEADER DEVELOPMENT IN VARIOUS COUNTRIES.

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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 $4,640,018

Program Service Revenue $11,542

Investment Income $109,630

Other Revenue $0

TOTAL REVENUE $4,761,190

Expense Breakdown

Grants Paid $1,360,291

Salaries & Benefits $1,220,710

Fundraising Expenses $82,967

Program Expenses $4,268,641

Other Expenses $2,090,747

TOTAL EXPENSES $4,671,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,761,190	$4,444,065	+0.1%
Expenses	$4,671,748	$4,518,694	+0.0%
Net Income	$89,442	$-74,629	-2.2%

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

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

$295,601

Total Directors

$295,601

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MALCOLM WEBBER	PRESIDENT	40.00	Officer Director	$127,730	$118,955	$246,685
LISA NAGLE	DIRECTOR	16.00	Officer Director	$48,916	$0	$48,916
CAROL BERRY	DIRECTOR	N/A	Director	$0	$0	$0
STEPHEN CIESIELSKI	DIRECTOR	N/A	Director	$0	$0	$0
PATTY KATZER	SECRETARY	N/A	Officer Director	$0	$0	$0
ROSS MUNN	TREASURER	N/A	Officer Director	$0	$0	$0
DOUGLAS RASSI	CHAIRMAN	N/A	Officer Director	$0	$0	$0
KEN STARKEY	DIRECTOR	N/A	Director	$0	$0	$0
DAVID YEGHNAZAR	DIRECTOR	N/A	Director	$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
2025	$4,761,190	$4,671,748	$2,825,810	$89,442
2024	$4,444,065	$4,518,694	$2,794,682	$-74,629
2023	$3,183,980	$3,525,188	$2,898,812	$-341,208
2022	$3,799,823	$3,800,998	$3,213,017	$-1,175
2021	$3,802,730	$3,071,779	$3,203,008	$730,951
2020	$3,056,635	$2,476,243	$2,599,263	$580,392

STRATEGIC GLOBAL ASSISTANCE INC