FOUNDING FORWARD (FORMERLY THE UNION LEAGUE LEGACY FOUNDATION) (EIN 261894379) - 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

1946

Legal Domicile

Principal Officer

JAMES P DUNIGAN

Phone

2155875596

Tax Period

2024-07-01 to 2025-06-30

FOUNDING FORWARD (FORMERLY THE UNION LEAGUE LEGACY FOUNDATION), founded in 1946, is a community nonprofit in the Youth Development sector that reported $9.8M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 18% operating margin.

Mission

INFORMS AND ENGAGES CITIZENS THROUGH EDUCATIONAL EXPERIENCES GROUNDED IN AMERICAN HISTORY.

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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 $6,937,418

Program Service Revenue $718,835

Investment Income $1,908,474

Other Revenue $235,464

TOTAL REVENUE $9,800,191

Expense Breakdown

Grants Paid $365,021

Salaries & Benefits $2,610,234

Fundraising Expenses $970,790

Program Expenses $6,233,868

Other Expenses $5,091,624

TOTAL EXPENSES $8,066,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,800,191	$7,271,584	+0.3%
Expenses	$8,066,879	$6,012,577	+0.3%
Net Income	$1,733,312	$1,259,007	+0.4%

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

Volunteers

1125

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

$323,000

Total Directors

Key Employees

$196,083

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM DUNIGAN	CHAIR	5.00	Officer Director	$0	$0	$0
MICHAEL PIOTROWICZ	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JORDAN CLEMENTS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
BOB CIARUFFOLI	TREASURER	5.00	Officer Director	$0	$0	$0
STEVE TARGET	SECRETARY	5.00	Officer Director	$0	$0	$0
WILL ABELE	TRUSTEE	3.00	Director	$0	$0	$0
DIANE ALLEN	TRUSTEE	3.00	Director	$0	$0	$0
BILL BENAC	TRUSTEE	3.00	Director	$0	$0	$0
MARTY BODELL	TRUSTEE	3.00	Director	$0	$0	$0
SALLY BRINTON	TRUSTEE	3.00	Director	$0	$0	$0
JIM CARLL	TRUSTEE	3.00	Director	$0	$0	$0
BOB CAVALIER	TRUSTEE	3.00	Director	$0	$0	$0
JEFF DENTON	TRUSTEE	3.00	Director	$0	$0	$0
JOHN DINOME	TRUSTEE	3.00	Director	$0	$0	$0
GARY DORSHIMER	TRUSTEE	3.00	Director	$0	$0	$0
MONICA DUVALL- DILELLA	TRUSTEE	3.00	Director	$0	$0	$0
DAN FITZPATRICK	TRUSTEE	3.00	Director	$0	$0	$0
FRANK GIORDANO	TRUSTEE	3.00	Director	$0	$0	$0
SHANNA GOWEN	TRUSTEE	3.00	Director	$0	$0	$0
SUSAN HAINDL	TRUSTEE	3.00	Director	$0	$0	$0
DAVID HARDY	TRUSTEE	3.00	Director	$0	$0	$0
GREGG MELINSON	TRUSTEE	3.00	Director	$0	$0	$0
MARK NASO	TRUSTEE	3.00	Director	$0	$0	$0
JON NEHLSEN	TRUSTEE	3.00	Director	$0	$0	$0
DON POWERS	TRUSTEE	3.00	Director	$0	$0	$0
LYNN ROLF III	TRUSTEE	3.00	Director	$0	$0	$0
JON SIRLIN	TRUSTEE	3.00	Director	$0	$0	$0
LYALL SWIM	TRUSTEE	3.00	Director	$0	$0	$0
CHRIS THOMPSON	TRUSTEE	3.00	Director	$0	$0	$0
JOHN TURCHI	TRUSTEE	3.00	Director	$0	$0	$0
ED TUZANSKI	TRUSTEE	15.00	Director	$0	$0	$0
JOHN MEKO	PRESIDENT	70.00	Officer	$312,500	$10,500	$323,000
KIRA FOLEY-TUZMAN	EXECUTIVE VICE PRESIDENT & COO	40.00	Key Emp	$185,885	$10,198	$196,083
DAVID HARMER	NATIONAL DIRECTOR	70.00	Highest	$259,616	$19,506	$279,122
CHRISTYN MORAN	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$130,208	$9,982	$140,190
JASON RAIA	CHIEF LEARNING OFFICER	40.00	Highest	$113,077	$9,798	$122,875

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	$9,800,191	$8,066,879	$49,889,875	$1,733,312
2024	No data	No data	No data	No data
2023	$5,889,912	$3,755,905	$23,463,115	$2,134,007
2022	$6,453,189	$2,744,292	$19,833,544	$3,708,897
2021	$3,492,460	$2,298,256	$19,017,590	$1,194,204

FOUNDING FORWARD (FORMERLY THE UNION LEAGUE LEGACY FOUNDATION)