TM FORUM (EIN 222926307) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

RACHEL YOXEN

Phone

9739445100

Tax Period

2024-04-01 to 2025-03-31

TM FORUM, founded in 1988, is a mid-sized nonprofit that reported $35.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

THE FORUM DRIVES COLLABORATION AND COLLECTIVE PROBLEM-SOLVING TO MAXIMIZE THE BUSINESS SUCCESS OF COMMUNICATION AND DIGITAL SERVICE PROVIDERS AND THE ECOSYSTEM OF SUPPLIERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,528,861

Program Service Revenue $17,997,329

Investment Income $398,175

Other Revenue $0

TOTAL REVENUE $35,924,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,592,411

Fundraising Expenses $0

Other Expenses $21,303,522

TOTAL EXPENSES $37,895,933

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,924,365	$32,741,236	+0.1%
Expenses	$37,895,933	$31,047,035	+0.2%
Net Income	$-1,971,568	$1,694,201	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$670,783

Total Directors

Key Employees

$1,295,273

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANKAR ARUMUGAVELU	DIRECTOR	1.00	Director	$0	$0	$0
SARIT ASSAF	DIRECTOR	1.00	Director	$0	$0	$0
ENRIQUE BLANCO	DIRECTOR	1.00	Director	$0	$0	$0
HAIPING CHI	DIRECTOR	1.00	Director	$0	$0	$0
ERIK EKUDDEN	DIRECTOR	1.00	Director	$0	$0	$0
LI HUIDI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LAWREY	DIRECTOR	1.00	Director	$0	$0	$0
PETER LEUKERT	DIRECTOR	1.00	Director	$0	$0	$0
HARMEEN MEHTA	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PETTY	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN O'RIELLY	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY RODRIGO	DIRECTOR	1.00	Director	$0	$0	$0
RAGHAV SAHGAL	DIRECTOR	1.00	Director	$0	$0	$0
KIRAN THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
KOEN VERMEULEN	DIRECTOR	1.00	Director	$0	$0	$0
STEFFAN ROEHN	CHAIRMAN	40.00	Officer	$0	$0	$0
NIK WILLETTS	PRESIDENT & CEO	40.00	Officer	$298,035	$0	$298,035
OLGA MARTYNOV	CFO,SECRETARY/TREASURER	40.00	Officer	$372,748	$0	$372,748
TIM BANHAM	CHIEF COMMERCIAL OFFICER	40.00	Key Emp	$374,642	$0	$374,642
GEORGE GLASS	CTO	40.00	Key Emp	$339,970	$0	$339,970
ANDREW TILLER	EVP, MEMBER PRODUCTS	40.00	Key Emp	$263,572	$0	$263,572
LAURA CALVERT	EVP OF HUMAN RESOURCES	40.00	Key Emp	$166,842	$0	$166,842
HELEN COLEMAN	CHIEF OPERATING OFFICER	40.00	Key Emp	$150,247	$0	$150,247
GREGORY GEODJENIAN	VP, MEMBERSHIP & SERVICES	40.00	Highest	$267,523	$0	$267,523
LINDSAY KASSOF	VP, LEGAL	40.00	Highest	$219,584	$0	$219,584
AARON BOASMAN	VP, AI & CUSTOMER EXPERIENCE	40.00	Highest	$206,195	$0	$206,195
MARK GEERE	PRODUCT MARKETING DIRECTOR	40.00	Highest	$199,075	$0	$199,075
AMANDA FLOWER	REGIONAL DIRECTOR, AMERICAS	40.00	Highest	$198,906	$0	$198,906

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	$35,924,365	$37,895,933	$24,084,475	$-1,971,568
2024	$32,741,236	$31,047,035	$24,008,452	$1,694,201
2023	$28,640,434	$27,538,432	$18,715,977	$1,102,002
2022	$22,734,515	$21,368,465	$17,539,747	$1,366,050
2021	$20,283,334	$18,263,698	$13,704,922	$2,019,636
2020	$21,268,418	$20,972,246	$14,255,056	$296,172
2019	$18,933,351	$19,057,963	$12,594,463	$-124,612
2018	$20,211,618	$19,985,345	$11,741,360	$226,273

TM FORUM