PRESIDENTS FORUM

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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

2019

Legal Domicile

Principal Officer

WESLEY SMITH

Phone

8016734982

Tax Period

2023-01-01 to 2023-12-31

PRESIDENTS FORUM, founded in 2019, is a small nonprofit in the Education sector that reported $525K in total revenue in fiscal year 2023.

Mission

THE MISSION OF THE PRESIDENTS FORUM IS TO CONTINUALLY STRENGTHEN THE PROMISE OF HIGHER EDUCATION AS WE FOCUS ON STUDENTS TO ADVANCE MEANINGFUL CHANGE THROUGH A PARADIGM OF INNOVATION. SPECIFICALLY WE WILL: 1) ENGAGE IN PROJECT DRIVEN INNOVATION, 2) FACILITATE ADOPTION OF INNOVATIVE PRACTICES AND POLICIES AND 3) DISSEMINATE THOUGHT LEADERSHIP.

Program Service Accomplishments

Program 1

Expenses: $502,884

SEAMLESS SOLUTION PROJECT: AN ENABLING VENDOR, KENETIC WEST, WAS SELECTED AND ENGAGED. THIS TEAM HAS HELPED THE PRESIDENTS FORUM ESTABLISH AN EMPLOYER TABLE TO INFORM THE WORK WE DO AROUND SHORT-TERM CREDENTIALS AT SCALE.ADVANCING ADULT LEARNERS: THE PRESIDENTS FORUM PUBLICLY ADVOCATED FOR THE UNIQUE NEEDS OF ADULT LEARNERS THROUGH WEBINARS, SPEAKING ENGAGEMENTS, OP-EDS, AND NEWSLETTERS TO A BROAD AUDIENCE OF HIGHER EDUCATION INNOVATORS, AS WELL AS MEETING WITH KEY INDUSTRY AND GOVERNMENT LEADERS.

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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 $525,000

Program Service Revenue $240

Investment Income $0

Other Revenue $0

TOTAL REVENUE $525,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $502,884

Other Expenses $572,512

TOTAL EXPENSES $572,512

Year-over-Year Comparison

	2023	2022	Change
Revenue	$525,240	$492,178	+0.1%
Expenses	$572,512	$894,147	-0.4%
Net Income	$-47,272	$-401,969	-0.9%

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

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
SCOTT PULSIPHER	CHAIR	1.00	Officer Director	$0	$0	$0
SUE ELLSPERMANN PHD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GREGORY W FOWLER PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
KATE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DICK SENESE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SCHEJBAL	DIRECTOR	1.00	Director	$0	$0	$0
FRANK J DOOLEY PHD	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN LONON	DIRECTOR	1.00	Director	$0	$0	$0
WESLEY SMITH	EXECUTIVE DIRECTOR	20.00	Officer	$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	No data	No data	No data	No data
2023	$525,240	$572,512	$119,309	$-47,272
2022	$492,178	$894,147	$112,331	$-401,969
2021	$1,144,982	$1,171,069	$546,637	$-26,087
2020	$938,990	$664,851	$540,387	$274,139
2019	$350,000	$83,750	$266,250	$266,250