THE FORUM SCHOOL FOUNDATION INC (EIN 226078781) - 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

1964

Legal Domicile

Principal Officer

JOHN W ALBOHM

Phone

2014445882

Tax Period

2023-08-01 to 2024-07-31

THE FORUM SCHOOL FOUNDATION INC, founded in 1964, is a small nonprofit that reported $399K in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $227K, a strong 57% operating margin.

Mission

THE FORUM SCHOOL FOUNDATION, INC. IS ORGANIZED FOR THE PURPOSE OF EQUIPPING, MAINTAINING, AND SUPPORTING A NOT-FOR-PROFIT, NONSECTARIAN EDUCATIONAL CLINIC, RESEARCH CENTER, AND SCHOOL FOR CHILDREN AND YOUNG ADULTS WITH DISABILITIES AFFECTING THEIR EMOTIONAL AND MENTAL DEVELOPMENT.

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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 $1,850

Program Service Revenue $0

Investment Income $225,264

Other Revenue $172,000

TOTAL REVENUE $399,114

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,422

Other Expenses $170,959

TOTAL EXPENSES $172,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$399,114	$236,134	+0.7%
Expenses	$172,459	$185,174	-0.1%
Net Income	$226,655	$50,960	+3.4%

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
STACEY HAMILTON SANDLER	TRUSTEE	1.00	Director	$0	$0	$0
KIM POTTER	TRUSTEE	1.00	Director	$0	$0	$0
LAURA A KELLY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN W ALBOHM	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM NICHOLS	TREASURER	1.00	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
2025	No data	No data	No data	No data
2024	$399,114	$172,459	$7,116,428	$226,655
2023	$236,134	$185,174	$6,683,201	$50,960
2022	$385,232	$179,819	$6,506,475	$205,413
2021	$221,347	$135,867	$6,930,184	$85,480
2020	$665,677	$150,883	$6,577,269	$514,794
2019	$308,475	$139,466	$6,459,307	$169,009

THE FORUM SCHOOL FOUNDATION INC