THE INVICTUS FUND NV (EIN 823199730) - 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

Formation Year

2017

Legal Domicile

Principal Officer

SUE BACHORSKI

Phone

7079683193

Tax Period

2020-01-01 to 2020-12-31

THE INVICTUS FUND NV, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $557K in total revenue in fiscal year 2020. Revenue surged 2210% from the prior year, signaling strong growth momentum. The organization ran a surplus of $140K, a strong 25% operating margin.

Mission

THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO (I) PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS AND FAMILIES IN NORTHERN CALIFORNIA THAT ARE IN NEED OF EMERGENCY OR TEMPORARY ASSISTANCE; (II) PROVIDE SCHOLARSHIPS TO INDIVIDUALS WHO ARE CANDIDATES FOR A DEGREE AT AN "EDUCATIONAL ORGANIZATION" (AS SUCH TERM IS DEFINED IN THE CODE AND THE TREASURY REGULATIONS PROMULGATED THEREUNDER); (III) PROMOTE THE HEALTH, SAFETY AND WELFARE OF RESIDENTS OF NORTHERN CALIFORNIA; AND (IV) CARRY ON OTHER CHARITABLE ACTIVITIES ASSOCIATED WITH THESE GOALS AS ALLOWED BY LAW.

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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 (2020)

Revenue Breakdown

Contributions & Grants $556,673

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $556,673

Expense Breakdown

Grants Paid $413,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $413,000

Other Expenses $4,042

TOTAL EXPENSES $417,042

Year-over-Year Comparison

	2020	2019	Change
Revenue	$556,673	$24,100	+22.1%
Expenses	$417,042	$810	+513.9%
Net Income	$139,631	$23,290	+5.0%

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
PHILIP S NORFLEET	DIRECTOR, BOARD CHAIR	0.25	Director	$0	$0	$0
BRETT ANDERSON	DIRECTOR, SECRETARY	0.25	Director	$0	$0	$0
SUE BACHORSKI	DIRECTOR, CFO	0.25	Director	$0	$0	$0
PAUL ASMUTH	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK NAYROLLES	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTOPHER BIRDWELL	DIRECTOR	0.25	Director	$0	$0	$0
WILLIAM HARLAN III	DIRECTOR	0.25	Director	$0	$0	$0
DAVID PEARSON	DIRECTOR	0.25	Director	$0	$0	$0
AMANDA HARLAN	DIRECTOR	0.25	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
2020	$556,673	$417,042	$167,844	$139,631

THE INVICTUS FUND NV