Forum of Civics Foundation (EIN 201976730) - 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

Mimi Prioleau

Phone

7135232483

Tax Period

2024-06-01 to 2025-05-31

Forum of Civics Foundation, founded in 2005, is a small nonprofit that reported $326K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $229K, a strong 70% operating margin.

Mission

Provide care for the River Oaks Garden Club meeting place: The Forum of Civics Building and Gardens.

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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 $89,800

Program Service Revenue $0

Investment Income $236,031

Other Revenue $0

TOTAL REVENUE $325,831

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $36,361

TOTAL EXPENSES $96,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,831	$360,483	-0.1%
Expenses	$96,361	$27,909	+2.5%
Net Income	$229,470	$332,574	-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
Mimi Prioleau	President	2.00	Officer Director	$0	$0	$0
Anne Suman	Vice President	4.00	Officer Director	$0	$0	$0
Susan Padon	Secretary	1.00	Officer Director	$0	$0	$0
Patricia Hopson	Treasurer	4.00	Officer Director	$0	$0	$0
Vaughan Clark	Trustee	1.00	Director	$0	$0	$0
Flo Crady	Trustee	1.00	Director	$0	$0	$0
Carla Dawson	Trustee	1.00	Director	$0	$0	$0
Ann Johnson	Trustee	1.00	Director	$0	$0	$0
Susie McGee	Trustee	1.00	Director	$0	$0	$0
Sarah Ray	Trustee	1.00	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
2025	$325,831	$96,361	$2,483,853	$229,470
2024	$360,483	$27,909	$2,254,383	$332,574
2023	$123,794	$23,252	$1,921,809	$100,542
2022	$151,250	$47,576	$1,821,267	$103,674
2021	$242,082	$19,469	$1,717,593	$222,613
2020	$124,394	$15,006	$1,494,980	$109,388
2019	$92,226	$17,178	$1,385,592	$75,048

Forum of Civics Foundation