INVEST PGH INC (EIN 850976761) - 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

2020

Legal Domicile

Principal Officer

REBECCA DAVIDSON-WAGNER

Phone

4122556588

Tax Period

2024-01-01 to 2024-12-31

INVEST PGH INC, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $842K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year.

Mission

INVEST PGH IS A NONPROFIT AND COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) ORGANIZATION THAT AIDS SMALL BUSINESS AND AFFORDABLE HOUSING INITIATIVES THROUGHOUT THE CITY OF PITTSBURGH. (CONTINUED ON SCHEDULE O)

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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 $569,991

Program Service Revenue $151,788

Investment Income $120,285

Other Revenue $0

TOTAL REVENUE $842,064

Expense Breakdown

Grants Paid $353,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $801,703

Other Expenses $505,621

TOTAL EXPENSES $858,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$842,064	$1,046,235	-0.2%
Expenses	$858,996	$615,713	+0.4%
Net Income	$-16,932	$430,522	-1.0%

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

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
VERNARD ALEXANDER	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS LINK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MATTHEW MADIA	TREASURER	1.00	Officer Director	$0	$0	$0
MAELENE MYERS	VICE CHAIRPE	1.00	Officer Director	$0	$0	$0
WENDELL WADE	MEMBER	1.00	Director	$0	$0	$0
REBECCA DAVIDSON-WAGNER	PRESIDENT/CE	20.00	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	$842,064	$858,996	$8,314,545	$-16,932
2023	$1,046,235	$615,713	$7,321,464	$430,522
2022	$501,040	$727,331	$7,002,856	$-226,291
2021	$1,344,305	$338,459	$6,268,905	$1,005,846
2020	$277,858	$86,462	$680,211	$191,396

INVEST PGH INC