FORWARD HEALTH FOUNDATION (EIN 411770765) - 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

1994

Principal Officer

JUDY DIMICH

Phone

2182461951

Tax Period

2025-01-01 to 2025-12-31

FORWARD HEALTH FOUNDATION, founded in 1994, is a small nonprofit in the Human Services sector that reported $263K in total revenue in fiscal year 2025. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 28% operating margin.

Mission

A PLACE FOR ALL TO LEARN, GROW AND SHARE THROUGH PHYSICAL, MENTAL, AND SPIRITUAL HEALTH. WORKING TO BUILD A HEALTHY AND VIBRANT COMMUNITY TOGETHER.

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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 $162,558

Program Service Revenue $0

Investment Income $62,563

Other Revenue $37,622

TOTAL REVENUE $262,743

Expense Breakdown

Grants Paid $59,239

Salaries & Benefits $68,267

Fundraising Expenses $6,931

Program Expenses $118,968

Other Expenses $62,419

TOTAL EXPENSES $189,925

Year-over-Year Comparison

	2025	2024	Change
Revenue	$262,743	$158,475	+0.7%
Expenses	$189,925	$177,021	+0.1%
Net Income	$72,818	$-18,546	-4.9%

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

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
JUDY DIMICH	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
ANDREW SHAW	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GWENN SMITH	TREASURER/SE	3.00	Officer Director	$0	$0	$0
BETH ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GORDON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FAIRBANKS	DIRECTOR	1.00	Director	$0	$0	$0
BRAD BOX	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVE DELAWYER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAELA FAIRBANKS	DIRECTOR	1.00	Director	$0	$0	$0
KAYLEEN MONACELLI	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	$262,743	$189,925	$1,083,377	$72,818
2024	$158,475	$177,021	$918,908	$-18,546
2023	$156,065	$197,535	$865,492	$-41,470
2022	$122,823	$189,082	$803,645	$-66,259
2021	$127,824	$193,925	$1,055,042	$-66,101
2020	$270,198	$145,091	$1,026,087	$125,107
2018	$137,628	$106,745	$768,416	$30,883

FORWARD HEALTH FOUNDATION