SHIFT FORWARD INC (EIN 455286965) - 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

Principal Officer

RONALD D TOMPKINS

Phone

3867523910

Tax Period

2024-08-01 to 2025-07-31

SHIFT FORWARD INC is a small nonprofit in the Human Services sector that reported $130K in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. Expenses of $151K exceeded revenue, resulting in a 16% operating deficit.

Mission

COMMUNITY IMPROVEMENT PROJECTS. COUNSELING, DENTAL HEALTH, PROSTHETIC HEALTH.

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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 $121,153

Program Service Revenue $0

Investment Income $0

Other Revenue $9,000

TOTAL REVENUE $130,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,192

Fundraising Expenses $0

Program Expenses $149,077

Other Expenses $63,778

TOTAL EXPENSES $150,970

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,153	$69,197	+0.9%
Expenses	$150,970	$129,044	+0.2%
Net Income	$-20,817	$-59,847	-0.7%

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

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
NINA HERINGER	DIRECTOR	10.00	Director	$0	$0	$0
GORDON GARDNER	SECRETARY	10.00	Officer	$0	$0	$0
PAUL MABILE	PRESIDENT	20.00	Officer	$0	$0	$0
CHARLES D ODEN	VICE PRESIDE	30.00	Officer	$0	$0	$0
RONALD D TOMPKINS	DIRECTOR	25.00	Officer	$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	$130,153	$150,970	$421,057	$-20,817
2024	$69,197	$129,044	$209,748	$-59,847
2023	$352,038	$133,071	$269,595	$218,967

SHIFT FORWARD INC