STRATEGIC VICTORY FUND (EIN 842526354) - 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

2018

Legal Domicile

Principal Officer

JONATHAN SCOTT ANDERSON

Phone

9196791776

Tax Period

2023-08-01 to 2024-07-31

STRATEGIC VICTORY FUND, founded in 2018, is a mid-sized nonprofit that reported $56.2M in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum.

Mission

PROMOTE SOCIAL WELFARE WITHIN VARIOUS STATES.

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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 $56,246,554

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $56,246,554

Expense Breakdown

Grants Paid $52,607,881

Salaries & Benefits $2,392,444

Fundraising Expenses $0

Program Expenses $56,926,178

Other Expenses $5,483,898

TOTAL EXPENSES $60,484,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,246,554	$33,450,700	+0.7%
Expenses	$60,484,223	$36,304,959	+0.7%
Net Income	$-4,237,669	$-2,854,259	+0.5%

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

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
JOHN STOCKS	CHAIR/MEMBER OF EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
ANNE BARTLEY	CHAIR EMERITUS/MEMBER OF EXCO	1.00	Officer Director	$0	$0	$0
KIM ANDERSON	MEMBER OF EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
TOM FLYNN	MEMBER OF EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
LALEH ISPAHANI	MEMBER OF EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
JOE ZIMLICH	MEMBER OF EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
MARIA PERALTA	DIRECTOR	1.00	Director	$0	$0	$0
J SCOTT ANDERSON	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
MICHAEL WEISEL	TREASURER	1.00	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	$56,246,554	$60,484,223	$4,183,430	$-4,237,669
2023	$33,450,700	$36,304,959	$8,248,138	$-2,854,259
2022	$54,651,635	$47,079,319	$11,148,719	$7,572,316
2021	$15,413,592	$17,006,264	$3,571,815	$-1,592,672
2020	$43,389,027	$38,329,267	$5,106,427	$5,059,760

STRATEGIC VICTORY FUND