MARCH FORTH WITH HOPE FOUNDATION

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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

STUART STOUT

Phone

7045780802

Tax Period

2024-01-01 to 2024-12-31

MARCH FORTH WITH HOPE FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $69K in total revenue in fiscal year 2024. Expenses of $65K left a modest 7% surplus.

Mission

MARCH FORTH WITH HOPE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO FAMILIES BATTLING CANCER OR OTHER LIFE-THREATENING DISEASES. THE FOUNDATION HOLDS AN ANNUAL BLACK TIE GALA AND VARIOUS OTHER FUNDRAISING EVENTS.

Program Service Accomplishments

Program 1

Expenses: $12,850

GRANTS ARE MADE TO COVER BASIC LIVING EXPENSES WHILE FAMILIES ARE BATTLING CANCER OR OTHER LIFE-THREATENING DISEASES. THE FOUNDATION HAS HELPED MORE THAN 386 FAMILIES YEAR TO DATE.

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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 $60,468

Program Service Revenue $0

Investment Income $23

Other Revenue $8,909

TOTAL REVENUE $69,400

Expense Breakdown

Grants Paid $12,850

Salaries & Benefits $13,566

Fundraising Expenses $29,991

Program Expenses $13,413

Other Expenses $38,214

TOTAL EXPENSES $64,630

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,400	$67,426	+0.0%
Expenses	$64,630	$94,557	-0.3%
Net Income	$4,770	$-27,131	-1.2%

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
KEVIN DONNALLEY	DIRECTOR	N/A	Director	$0	$0	$0
JERRY GREGORY	DIRECTOR	N/A	Director	$0	$0	$0
JAN HARPER	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL LEE	DIRECTOR	N/A	Director	$0	$0	$0
LYNDSEY STOGDILL	DIRECTOR	N/A	Director	$0	$0	$0
SHELBY STOUT	VP/SECRETARY	N/A	Officer Director	$0	$0	$0
STUART STOUT	PRESIDENT/TR	N/A	Officer 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	$69,400	$64,630	$273,162	$4,770
2023	$67,426	$94,557	$268,292	$-27,131
2022	$113,793	$102,926	$295,423	$10,867
2021	$110,723	$114,157	$284,556	$-3,434
2020	$66,274	$117,336	$287,990	$-51,062
2019	$113,234	$122,728	$227,452	$-9,494
2018	$303,525	$223,272	$236,946	$80,253