THE JOURNEY FORWARD

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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

2007

Legal Domicile

Principal Officer

ANNEMARIE FITZPATRICK

Phone

3129975922

Tax Period

2024-01-01 to 2024-12-31

THE JOURNEY FORWARD, founded in 2007, is a small nonprofit in the Employment sector that reported $235K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $284K exceeded revenue, resulting in a 21% operating deficit.

Mission

UPLIFTING FAMILIES ON THEIR JOURNEY TO ACHIVE GOALS THAT FOSTER THEIR EMOTIONAL, FINANCIAL AND PERSONAL SUCCESSES WHILE BUILDING THRIVING COMMUNITIES

Program Service Accomplishments

Program 1

Expenses: $194,386

Uplifing familes on their journey to achive goals that foster their emotional, financial and personal successes while building thriving communities

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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 $235,170

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $235,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $224,854

Fundraising Expenses $40,261

Program Expenses $194,386

Other Expenses $58,861

TOTAL EXPENSES $283,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,172	$324,447	-0.3%
Expenses	$283,715	$324,968	-0.1%
Net Income	$-48,543	$-521	+92.2%

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

$90,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNEMARIE FITZPATRICK	EXECUTIVE DIRECTOR	40.00	Officer	$90,366	$0	$90,366
ALAN CASTRO	BOARD PRESIDENT	3.00	Officer Director	$0	$0	$0
LESLY FLORES	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
CARMEN JIMENEZ	SECRETARY	3.00	Officer Director	$0	$0	$0
DARINKA LORA-STEPAN	DIRECTOR	0.50	Director	$0	$0	$0
MATT NEWMAN	TREASURER	3.00	Officer	$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	$235,172	$283,715	$42,380	$-48,543
2023	$324,448	$324,968	$127,632	$-520
2023	$324,448	$324,968	$127,632	$-520
2022	$483,046	$479,382	$94,296	$3,664
2021	$662,645	$644,699	$47,789	$17,946