STRATEGIC VICTORY FUND

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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

2024-08-01 to 2025-07-31

STRATEGIC VICTORY FUND, founded in 2018, is a mid-sized nonprofit that reported $40.4M in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

PROMOTE SOCIAL WELFARE WITHIN VARIOUS STATES.

Program Service Accomplishments

Program 1

Expenses: $39,711,526

THE STRATEGIC VICTORY FUND (SVF) PRIDES ITSELF ON BEING INNOVATIVE, STRTEGIC, FORWARD-THINKING, AND COLLABORATIVE. WE ARE INCUBATORS, WE SCALE CAPACITY, WE INVEST IN STATES, AND WE ARE COMMITTED TO PROTECTING DEMOCRACY.THROUGHOUT 2025-2026, SVF MADE AND COORDINATED CUTTING-EDGE INVESTMENTS TO BUILD AND SUPPORT AN INCLUSIVE AND JUST SOCIETY. THESE INVESTMENTS WERE MADE IN A WAY TO BOLSTER STATE-LEVEL INFRASTRUCTURE, CRITICAL CENTERS OF GRAVITY TO SUPPORT ENDURING YEAR-ROUND WORK OF COUMMNCATIONS AND EDUCATION.SVF FUNDED DEEP RESEARCH PROJECTS IN UNDERSERVED COMMUNITIES, INCLUDING BLACK AND LATINX AMERICANS. SVF INVESTED IN TRAINING AND EDUCATION PROGRAMS ON RELATIONAL ORGANIZING AND DIGITAL CONTENT CREATION. SVF ALSO INVESTED IN EDUCATING STUDENTS ABOUT ISSUES AND THE IMPORTANCE OF VOTING AND CIVIC ENGAGEMENT.

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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 $40,360,245

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $40,360,245

Expense Breakdown

Grants Paid $32,658,968

Salaries & Benefits $2,805,807

Fundraising Expenses $0

Program Expenses $39,711,526

Other Expenses $7,720,968

TOTAL EXPENSES $43,185,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,360,245	$56,246,554	-0.3%
Expenses	$43,185,743	$60,484,223	-0.3%
Net Income	$-2,825,498	$-4,237,669	-0.3%

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
J SCOTT ANDERSON	PRESIDENT	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
2025	$40,360,245	$43,185,743	$1,276,346	$-2,825,498
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