Senate Presidents' Forum Inc (EIN 223284046) - 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

1994

Legal Domicile

Principal Officer

Ronald Kouchi

Phone

9146931818

Tax Period

2023-01-01 to 2023-12-31

Senate Presidents' Forum Inc, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2023. Expenses of $2.0M exceeded revenue, resulting in a 33% operating deficit.

Mission

THE FORUM'S MISSION IS TO PROVIDE A NONPARTISAN ENVIRONMENT WHERE STATE SENATE LEADERS MEET TO CONSIDER POTENTIAL SOLUTIONS TO CRITICAL PROBLEMS FACING THE STATES.

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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 $0

Program Service Revenue $1,474,931

Investment Income $25,911

Other Revenue $0

TOTAL REVENUE $1,500,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $351,741

Fundraising Expenses $0

Program Expenses $1,822,421

Other Expenses $1,644,213

TOTAL EXPENSES $1,995,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,500,842	$1,538,793	0.0%
Expenses	$1,995,954	$1,417,842	+0.4%
Net Income	$-495,112	$120,951	-5.1%

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

$231,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rose Anne Swan	Executive Director	40.0	Officer	$200,000	$31,778	$231,778
Ronald D Kouchi	Chair	1.0	Officer Director	$0	$0	$0
ROBERT STIVERS II	TREASURER	1.0	Officer Director	$0	$0	$0
Dominick J Ruggerio	Director	1.0	Director	$0	$0	$0
Rodric D Bray	Director	1.0	Director	$0	$0	$0
Greg Treat	Director	1.0	Director	$0	$0	$0
Karen Fann	Director	1.0	Director	$0	$0	$0
Bill Ferguson	Director	1.0	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	$1,500,842	$1,995,954	$1,451,570	$-495,112
2022	$1,538,793	$1,417,842	$2,083,286	$120,951
2021	$1,482,816	$1,200,663	$1,875,058	$282,153
2020	$1,537,401	$1,168,093	$1,528,337	$369,308
2019	$1,598,604	$1,529,828	$1,296,641	$68,776
2018	$1,401,430	$1,268,237	$1,148,443	$133,193

Senate Presidents' Forum Inc