WAYFORWARD RESOURCES INC (EIN 391484945) - 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

1984

Legal Domicile

Principal Officer

ELLEN CARLSON

Phone

6088367338

Tax Period

2023-04-01 to 2024-03-31

WAYFORWARD RESOURCES INC, founded in 1984, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

BRINGING OUR COMMUNITY TOGETHER TO CREATE FOOD AND HOUSING SECURITY THROUGH ACTION AND ADVOCACY.

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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 $6,125,361

Program Service Revenue $0

Investment Income $69,428

Other Revenue $717

TOTAL REVENUE $6,195,506

Expense Breakdown

Grants Paid $4,202,623

Salaries & Benefits $1,316,685

Fundraising Expenses $388,870

Program Expenses $5,207,017

Other Expenses $528,241

TOTAL EXPENSES $6,047,549

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,195,506	$4,488,790	+0.4%
Expenses	$6,047,549	$4,448,729	+0.4%
Net Income	$147,957	$40,061	+2.7%

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

948

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

$116,693

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA NOLAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
SUSANNAH GUSTAFSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SUE LOKEN	TREASURER	1.00	Officer Director	$0	$0	$0
DARREN FORTNEY	SECRETARY	1.00	Officer Director	$0	$0	$0
CONNIE MATYE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HORNUNG	DIRECTOR	1.00	Director	$0	$0	$0
DANA MONOGUE	DIRECTOR	1.00	Director	$0	$0	$0
JIM NEUMAN	DIRECTOR	1.00	Director	$0	$0	$0
DOM RICKS	DIRECTOR	1.00	Director	$0	$0	$0
CHASE HORNE	DIRECTOR	1.00	Director	$0	$0	$0
GINGER BENZ	DIRECTOR	1.00	Director	$0	$0	$0
AMY RACKI	DIRECTOR	1.00	Director	$0	$0	$0
LUKE FUSZARD	DIRECTOR (BEGAN APRIL)	1.00	Director	$0	$0	$0
ELLEN CARLSON	EXECUTIVE DIRECTOR	40.00	Officer	$112,312	$4,381	$116,693

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	$6,195,506	$6,047,549	$4,643,630	$147,957
2023	$4,488,790	$4,448,729	$3,983,190	$40,061
2022	$3,264,135	$2,705,165	$3,987,420	$558,970
2021	$3,630,401	$2,659,714	$3,332,771	$970,687
2020	$3,860,799	$3,730,816	$2,331,789	$129,983
2019	$3,957,865	$3,804,788	$2,211,380	$153,077

WAYFORWARD RESOURCES INC