FORWARD MT

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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

2004

Legal Domicile

Principal Officer

KIERSTEN IWAI

Phone

4065428683

Tax Period

2023-01-01 to 2023-12-31

FORWARD MT, founded in 2004, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $365K, a strong 25% operating margin.

Mission

BUILDING THE POLITICAL POWER WITH AND FOR YOUNG MONTANANS BY DRIVING A CULTURE OF CIVIC ENGAGEMENT.

Program Service Accomplishments

Program 1

Expenses: $401,388

LEADERSHIP DEVELOPMENT We graduated fellows in Missoula, Bozeman, Billings, and the Flathead. Fellows receive robust training on community organizing and civic engagement. Hosted events and workshops...

Program 2

Expenses: $311,827

VOTER EDUCATION AND MOBILIZATION Mobilized voters for the school board election: Distributed voter guides; hosted four candidate and levy forums; called young voters.Mobilized voters for the...

VOTER EDUCATION AND MOBILIZATION Mobilized voters for the school board election: Distributed voter guides; hosted four candidate and levy forums; called young voters.Mobilized voters for the municipal elections: Mailed and distributed guides to young voters; hosted five candidate forums; wrote and mailed handwritten social pressure postcards; called young voters and knocked on doors.

Program 3

Expenses: $297,379

ISSUE ADVOCACY We organized young Montanans during the legislative session on policies related to economic justice, climate justice, voting rights, and LGBTQ+ equality.

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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 $1,460,615

Program Service Revenue $0

Investment Income $0

Other Revenue $18,004

TOTAL REVENUE $1,478,619

Expense Breakdown

Grants Paid $88,000

Salaries & Benefits $723,116

Fundraising Expenses $38,653

Program Expenses $1,010,594

Other Expenses $302,718

TOTAL EXPENSES $1,113,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,478,619	$536,721	+1.8%
Expenses	$1,113,834	$707,176	+0.6%
Net Income	$364,785	$-170,455	-3.1%

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

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

$79,896

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIERSTEN IWAI	Executive Dir.	28.00	Officer	$74,486	$5,410	$79,896
ERIN MILLER	Director	0.50	Director	$0	$0	$0
MELODIE SNYDER	Director	0.50	Director	$0	$0	$0
LEAH BERRY	Treasurer	1.00	Officer Director	$0	$0	$0
AUBREY BERTRAM	President	1.00	Officer Director	$0	$0	$0
KAYA PATTEN	Director	0.50	Director	$0	$0	$0
SARAH TIDD	Secretary	0.50	Officer Director	$0	$0	$0
BAILEY NICKOLOFF	Director	0.50	Director	$0	$0	$0
MESHAYLA COX	Director	0.50	Director	$0	$0	$0
JULIANA KILLMURRAY	Director	0.50	Director	$0	$0	$0
MARRAKECH MAXWELL	Director	0.50	Director	$0	$0	$0
ALEX KIM	Vice President	0.50	Officer Director	$0	$0	$0
ZURI MORENO	Director	0.50	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	$1,478,619	$1,113,834	$774,315	$364,785
2022	$536,721	$707,176	$487,551	$-170,455
2021	$305,222	$373,447	$577,953	$-68,225
2020	$1,001,933	$525,368	$662,645	$476,565
2019	$143,988	$176,472	$140,937	$-32,484
2018	$303,015	$210,336	$148,298	$92,679