THE NANCY KLAUBER FOREST FOUNDATION (EIN 200698761) - 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

2005

Legal Domicile

Principal Officer

MARC FOREST

Phone

2126967113

Tax Period

2021-01-01 to 2021-12-31

THE NANCY KLAUBER FOREST FOUNDATION, founded in 2005, is a micro nonprofit in the Diseases & Disorders sector that reported $20K in total revenue in fiscal year 2021. Revenue surged 134% from the prior year, signaling strong growth momentum. Expenses of $63K exceeded revenue, resulting in a 219% operating deficit.

Mission

TO HAVE A LONG-TERM POSITIVE IMPACT ON THOSE PEOPLE AFFECTED WITH HODGKIN'S AND NON-HODGKIN'S LYMPHOMA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $19,796

Other Revenue $0

TOTAL REVENUE $19,796

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $13,071

TOTAL EXPENSES $63,071

Year-over-Year Comparison

	2021	2020	Change
Revenue	$19,796	$8,449	+1.3%
Expenses	$63,071	$30,590	+1.1%
Net Income	$-43,275	$-22,141	+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

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
BARBARA KLAUBER	DIRECTOR	0.00	Director	$0	$0	$0
MARC FOREST	PRESIDENT	1.00	Officer	$0	$0	$0
STEVE FOREST	TREASURER	1.00	Officer	$0	$0	$0
ANDREW KLAUBER	VICE PRESIDENT	0.00	Officer	$0	$0	$0
RICKY DESSEN	SECRETARY	0.00	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
2021	$19,796	$63,071	$593,879	$-43,275
2020	$8,449	$30,590	$544,622	$-22,141
2019	$19,706	$11,437	$511,723	$8,269
2018	$23,217	$15,038	$438,500	$8,179

THE NANCY KLAUBER FOREST FOUNDATION