FORWARD ENDOWMENT TRUST

EIN: 396570412 501(c)(3) Environment

GREEN BAY, WI

Total Revenue
$55,129
Total Expenses
$21,838
Total Assets
$754,644
Net Assets
$754,644
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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
1993
Legal Domicile
WI
Phone
9203275610
Tax Period
2025-01-01 to 2025-12-31

FORWARD ENDOWMENT TRUST, founded in 1993, is a micro nonprofit in the Environment sector that reported $55K in total revenue in fiscal year 2025. The organization ran a surplus of $33K, a strong 60% operating margin.

Mission

TO FUND PROJECTS RELATING TO CONSERVATION AND RELATED EDUCATION

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $7,950
Program Service Revenue $0
Investment Income $47,179
Other Revenue $0
TOTAL REVENUE $55,129

Expense Breakdown

Grants Paid $12,875
Salaries & Benefits $8,807
Fundraising Expenses $0
Program Expenses $12,875
Other Expenses $156
TOTAL EXPENSES $21,838

Year-over-Year Comparison

2025 2024 Change
Revenue $55,129 $56,862 0.0%
Expenses $21,838 $15,057 +0.5%
Net Income $33,291 $41,805 -0.2%
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

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Governance

Voting Members
8
Independent Members
7
Employees
N/A
Volunteers
7

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$8,807 $0 $8,807
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 $55,129 $21,838 $754,644 $33,291
2024 $56,862 $15,057 $721,372 $41,805
2023 $37,046 $12,552 $678,484 $24,494
2022 $15,349 $11,085 $655,110 $4,264
2021 $105,466 $11,108 $651,178 $94,358
2020 $20,921 $12,371 $556,779 $8,550
2019 $30,986 $13,264 $548,292 $17,722
2018 $39,525 $13,136 $529,686 $26,389
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