WILSON 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

2008

Principal Officer

RYAN SIMONS

Tax Period

2023-07-01 to 2024-06-30

WILSON FORWARD, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $281K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $63K, a strong 23% operating margin.

Mission

PLANNING THE FUTURE OF THE CITY OF WILSON AND COUNTY OF WILSON, NC, BASED ON MEETINGS AND DIALOGUE WITH LOCAL CITIZENS AND LEADERS.

Program Service Accomplishments

Program 1

Expenses: $122,605

ASSISTING LOCAL LEADERS IN PLANNING THE FUTURE OF WILSON, NC, AND ASSISTING LOCAL ORGANIZATIONS IN IMPLEMENTING THE ADOPTED PLAN.

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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 $280,769

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $280,769

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $28,340

Program Expenses $122,605

Other Expenses $217,354

TOTAL EXPENSES $217,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,769	$252,230	+0.1%
Expenses	$217,354	$281,164	-0.2%
Net Income	$63,415	$-28,934	-3.2%

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

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
WES BERRY	TREASURER	5.00	Officer Director	$0	$0	$0
MICHAEL JONES	SECRETARY	5.00	Officer Director	$0	$0	$0
CHRISTY PROCTOR	PAST CHAIRMA	5.00	Officer Director	$0	$0	$0
RYAN SIMONS	CHAIRMAN	5.00	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	$280,769	$217,354	$301,272	$63,415
2023	$252,230	$281,164	$237,857	$-28,934
2022	$222,533	$227,849	$266,791	$-5,316
2021	$225,186	$212,100	$272,107	$13,086
2020	$257,973	$193,002	$259,021	$64,971
2019	$213,601	$206,070	$194,050	$7,531