FORWARD ASSIST INC (EIN 453306696) - 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

2011

Legal Domicile

Principal Officer

PATRICK FLATLEY

Phone

3149324981

Tax Period

2024-10-01 to 2025-09-30

FORWARD ASSIST INC, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $208K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 21% operating margin.

Mission

TO AID IN THE REHABILITATION AND ADJUSTMENT IN THE LIVES OF PERSONS WHO HAVE TRANSGRESSED.

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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 $0

Program Service Revenue $155,200

Investment Income $45,061

Other Revenue $7,710

TOTAL REVENUE $207,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,611

Other Expenses $165,038

TOTAL EXPENSES $165,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,971	$167,625	+0.2%
Expenses	$165,038	$148,006	+0.1%
Net Income	$42,933	$19,619	+1.2%

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

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

$115,139

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON VILMER	CHAIRMAN	5.00	Director	$0	$0	$0
LAUREN GRASS	SECRETARY	5.00	Director	$0	$0	$0
RYAN LIEBMAN	DIRECTOR	5.00	Director	$0	$0	$0
PATRICK FLATLEY	PRESIDENT	40.00	Officer	$0	$3,240	$115,139

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	$207,971	$165,038	$8,783,352	$42,933
2024	$167,625	$148,006	$8,741,101	$19,619
2023	$204,121	$153,963	$8,727,991	$50,158
2022	$184,797	$139,778	$8,896,908	$45,019
2021	$209,995	$134,451	$8,852,889	$75,544
2020	$170,377	$137,782	$8,777,579	$32,595
2019	$2,890,817	$138,097	$8,743,750	$2,752,720
2018	$143,354	$117,380	$6,135,230	$25,974

FORWARD ASSIST INC