FORWARD MT FOUNDATION (EIN 262075145) - 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

2008

Legal Domicile

Principal Officer

ALICE BOYER

Phone

4065428683

Tax Period

2024-01-01 to 2024-12-31

FORWARD MT FOUNDATION, founded in 2008, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $849K, a strong 32% operating margin.

Mission

EDUCATE, ENGAGE AND ORGANIZE YOUNG MONTANANS TO SHAPE THEIR DEMOCRACY TO IMPROVE THEIR LIVES AND THE LIVES OF FELLOW MONTANANS.

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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 $2,583,014

Program Service Revenue $0

Investment Income $5,784

Other Revenue $26,989

TOTAL REVENUE $2,615,787

Expense Breakdown

Grants Paid $403,250

Salaries & Benefits $699,626

Fundraising Expenses $110,995

Program Expenses $1,481,381

Other Expenses $664,091

TOTAL EXPENSES $1,766,967

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,615,787	$1,735,473	+0.5%
Expenses	$1,766,967	$1,058,583	+0.7%
Net Income	$848,820	$676,890	+0.3%

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

$100,724

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIERSTEN IWAI	Executive Dir.	12.00	Officer	$0	$9,360	$100,724
JACOB LINFESTY	Treasurer	1.00	Officer Director	$0	$0	$0
BRIT ANLER	Director	0.50	Director	$0	$0	$0
ABBIE BANDSTRA	Vice President	0.50	Officer Director	$0	$0	$0
EMILY ALLISON	Director	0.50	Director	$0	$0	$0
CODY MCCRACKEN	Director	0.50	Director	$0	$0	$0
ELLA CURRIER	Director	0.50	Director	$0	$0	$0
REMYA NAIR	President	1.00	Officer Director	$0	$0	$0
JOSH OLSON	Director	0.50	Director	$0	$0	$0
MARY BLANKENBAKER	Director	0.50	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	$2,615,787	$1,766,967	$3,028,812	$848,820
2023	$1,735,473	$1,058,583	$1,808,242	$676,890
2022	$936,083	$597,141	$1,098,718	$338,942
2021	$548,885	$800,955	$1,155,863	$-252,070
2020	$1,386,156	$809,822	$1,181,820	$576,334
2019	$568,379	$389,789	$414,352	$178,590
2018	$442,989	$345,189	$219,813	$97,800

FORWARD MT FOUNDATION