FORWARD STRIDE (EIN 320082786) - 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

2004

Legal Domicile

Principal Officer

HELENA LULAY

Phone

5032172058

Tax Period

2024-07-01 to 2025-06-30

FORWARD STRIDE, founded in 2004, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 6% surplus.

Mission

FORWARD STRIDE IS DEDICATED TO IMPROVING LIVES THROUGH INDIVIDUALIZED PROGRAMS ROOTED IN EQUINE ASSISTED ACTIVITIES AND THERAPIES (EAAT).

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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 $818,079

Program Service Revenue $664,152

Investment Income $0

Other Revenue $62,104

TOTAL REVENUE $1,544,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $738,111

Fundraising Expenses $130,061

Program Expenses $1,129,193

Other Expenses $705,969

TOTAL EXPENSES $1,444,080

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,544,335	$1,318,162	+0.2%
Expenses	$1,444,080	$1,420,296	+0.0%
Net Income	$100,255	$-102,134	-2.0%

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

237

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

$84,094

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER VARNER	EXECUTIVE DI	40.00	Officer	$83,403	$691	$84,094
HELENA LULAY	CHAIR	2.00	Officer Director	$0	$0	$0
MELODY FINN	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN SJORDAL	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL FEVES	DIRECTOR	1.00	Director	$0	$0	$0
JIM ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
KARA MARTIN-BEJEIR	DIRECTOR	1.00	Director	$0	$0	$0
GWYN HILDEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SPENCE	DIRECTOR	1.00	Director	$0	$0	$0
BARB CRABBE	DIRECTOR	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	$1,544,335	$1,444,080	$3,532,957	$100,255
2024	No data	No data	No data	No data
2023	$1,251,393	$1,406,542	$3,516,128	$-155,149
2022	$1,302,046	$1,244,037	$1,437,005	$58,009
2021	$1,527,275	$1,182,236	$1,531,357	$345,039
2020	$1,191,647	$1,104,294	$1,262,889	$87,353
2019	$1,597,113	$973,552	$1,002,478	$623,561
2018	$355,642	$1,005,047	$381,831	$-649,405

FORWARD STRIDE