Forvis Mazars Foundation

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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

1999

Legal Domicile

Phone

4178317283

Tax Period

2024-06-01 to 2025-05-31

Forvis Mazars Foundation, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.5M, a strong 34% operating margin.

Mission

To help the communities we serve unlock their full potential.

Program Service Accomplishments

Program 1

Expenses: $2,825,411 Revenue: $0

The Forvis Mazars Foundation is Forvis Mazars' charitable arm. It aims to enrich the communities we serve through financial donations and volunteerism. The Foundation supports nonprofit organizations of all types and sizes. The Forvis Mazars Foundation, through its legacy firms, has a long history, contributing over $38 million to date. In FYE 2025, $2,825,411 of grants were given to support the Foundation's mission.

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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 $3,997,380

Program Service Revenue $0

Investment Income $313,931

Other Revenue $0

TOTAL REVENUE $4,311,311

Expense Breakdown

Grants Paid $2,825,411

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,825,411

Other Expenses $6,180

TOTAL EXPENSES $2,831,591

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,311,311	$3,683,817	+0.2%
Expenses	$2,831,591	$1,789,314	+0.6%
Net Income	$1,479,720	$1,894,503	-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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

200

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
Amy Bibby	President	1.0	Officer Director	$0	$0	$0
Kevin Price	Treasurer	1.0	Officer Director	$0	$0	$0
Nicole Fishback	Secretary	1.0	Officer Director	$0	$0	$0
Tammy Rivera	Vice President	1.0	Officer Director	$0	$0	$0
Amy Smith	Board Member	1.0	Director	$0	$0	$0
Barry Davis	Board Member	1.0	Director	$0	$0	$0
Kent Satterfield	Board Member	1.0	Director	$0	$0	$0
Michael G Wolfe	Board Member	1.0	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	$4,311,311	$2,831,591	$7,693,241	$1,479,720
2024	$3,683,817	$1,789,314	$6,213,521	$1,894,503
2023	$2,851,599	$2,213,052	$4,310,546	$638,547
2022	$1,890,349	$2,041,595	$3,671,999	$-151,246
2021	$2,638,515	$1,577,766	$3,823,245	$1,060,749