FORWARD ADVANTAGE FOUNDATION INC (EIN 272486418) - 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

2012

Legal Domicile

Phone

5594471777

Tax Period

2025-01-01 to 2025-12-31

FORWARD ADVANTAGE FOUNDATION INC, founded in 2012, is a small nonprofit in the International Affairs sector that reported $483K in total revenue in fiscal year 2025. Expenses of $558K exceeded revenue, resulting in a 16% operating deficit.

Mission

Forward Advantage Foundation Inc's mission is to help improve poverty rates and living conditions within our local communities and Kenya through fundraising and outreach efforts.

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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 (2025)

Revenue Breakdown

Contributions & Grants $473,766

Program Service Revenue $0

Investment Income $8,939

Other Revenue $0

TOTAL REVENUE $482,705

Expense Breakdown

Grants Paid $495,080

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $495,736

Other Expenses $62,961

TOTAL EXPENSES $558,041

Year-over-Year Comparison

	2025	2024	Change
Revenue	$482,705	$483,967	0.0%
Expenses	$558,041	$563,773	0.0%
Net Income	$-75,336	$-79,806	-0.1%

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

N/A

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
CHRIS ROGGENSTEIN	President	2.00	Director	$0	$0	$0
MELISSA ROGGENSTEIN	Secretary	1.00	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	$482,705	$558,041	$706,156	$-75,336
2024	$483,967	$563,773	$708,153	$-79,806
2023	$534,385	$570,476	$702,925	$-36,091
2022	$150,999	$236,352	$739,016	$-85,353
2021	$209,570	$330,635	$919,773	$-121,065
2020	$301,224	$269,604	$1,000,411	$31,620
2019	$912,076	$194,284	$917,033	$717,792
2018	$220,928	$36,077	$199,241	$184,851

FORWARD ADVANTAGE FOUNDATION INC