STABLE VALUE INVESTMENT ASSOCIATION

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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

1990

Legal Domicile

Principal Officer

ZACH GIESKE

Phone

2028739567

Tax Period

2023-01-01 to 2023-12-31

STABLE VALUE INVESTMENT ASSOCIATION, founded in 1990, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $230K, a strong 19% operating margin.

Mission

THE SVIA IS DEDICATED TO EDUCATING THE PUBLIC AND POLICY MAKERS ON THE NEED TO SAVE AND INVEST FOR RETIREMENT, AND THE ROLE THAT STABLE VALUE CAN PLAY IN ACHIEVING A FINANCIALLY SECURE RETIREMENT.

Program Service Accomplishments

Program 1

SVIA'S THREE PRIMARY EFFORTS CONSIST OF EVENTS, COMMUNICATIONS AND EDUCATION, AND GOVERNMENT RELATIONS. IN 2023, THE SVIA HELD AN IN-PERSON SPRING SEMINAR AND AN IN-PERSON FALL FORUM AND ANNUAL...

SVIA'S THREE PRIMARY EFFORTS CONSIST OF EVENTS, COMMUNICATIONS AND EDUCATION, AND GOVERNMENT RELATIONS. IN 2023, THE SVIA HELD AN IN-PERSON SPRING SEMINAR AND AN IN-PERSON FALL FORUM AND ANNUAL MEMBERSHIP MEETING. THE SVIA'S COMMUNICATIONS AND EDUCATION INITIATIVES EXPANDED TO INCLUDE ARTICLES ADDRESSING HOW STABLE VALUE PRODUCTS CAN BE USED TO PROVIDE RETIREMENT INCOME. WITH RESPECT TO GOVERNMENT RELATIONS, THE SVIA ENGAGED IN EDUCATIONAL EFFORTS WITH RESPECT TO THE SEC'S CUSTODY RULE AND CONGRESSIONAL EFFORTS TO PROVIDE PARITY TO 403(B) PLANS BY PERMITTING THEIR USE OF COLLECTIVE INVESTMENT TRUSTS AND INSURANCE SEPARATE ACCOUNTS AND INVESTMENT CONTRACTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,180,475

Investment Income $21,230

Other Revenue $16,822

TOTAL REVENUE $1,218,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $487,697

Fundraising Expenses $0

Other Expenses $500,677

TOTAL EXPENSES $988,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,218,527	$1,018,983	+0.2%
Expenses	$988,374	$1,018,173	0.0%
Net Income	$230,153	$810	+283.1%

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

675

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

$486,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA MITCHELL	PRESIDENT (END 6/2023)	40.00	Officer	$292,220	$31,883	$324,103
ZACHARY GIESKE	INTERIM PRESIDENT	40.00	Officer	$130,040	$32,745	$162,785
NICK GAGE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
SHANE JOHNSTON	CO-CHAIR GOVT REL.	2.00	Officer Director	$0	$0	$0
MICHAEL LEONBERGER	CO-CHAIR GOVT REL.	2.00	Officer Director	$0	$0	$0
DAVID BERG	CHAIR DATA & RES.	2.00	Officer Director	$0	$0	$0
ANDREW ERMAN	CHAIR COMM. & ED	1.00	Officer Director	$0	$0	$0
TASHIL FAKIR	CHAIR, DIVERSITY, EQUITY, INCLUSION	2.00	Officer Director	$0	$0	$0
KEITH WATSON	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
LACEY LOCKWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY LUNA	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA PUGLIESE	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCAS ROBUSTELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
NEENA SAXENA	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL SIPPER	BOARD MEMBER	2.00	Director	$0	$0	$0
KOSTAS SOPHIAS	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$1,218,527	$988,374	$1,214,333	$230,153
2022	$1,018,983	$1,018,173	$1,038,178	$810
2021	$905,032	$908,301	$1,094,024	$-3,269
2020	$772,888	$859,564	$1,031,789	$-86,676
2019	$1,122,414	$1,069,566	$1,103,865	$52,848
2018	$1,171,307	$1,132,114	$1,138,809	$39,193