FORWARD FOUNDATION (EIN 460557952) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

SHERI STOCKMOE

Phone

7012323505

Tax Period

2023-01-01 to 2023-12-31

FORWARD FOUNDATION, founded in 2012, is a small nonprofit in the Human Services sector that reported $333K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $159K, a strong 48% operating margin.

Mission

TO ENHANCE THE LIVES OF CHILDREN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $354,513

Program Service Revenue $0

Investment Income $0

Other Revenue $-21,085

TOTAL REVENUE $333,428

Expense Breakdown

Grants Paid $165,800

Salaries & Benefits $0

Fundraising Expenses $544

Program Expenses $165,800

Other Expenses $9,034

TOTAL EXPENSES $174,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$333,428	$277,511	+0.2%
Expenses	$174,834	$184,965	-0.1%
Net Income	$158,594	$92,546	+0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE CARR	SECRETARY	2.00	Officer Director	$0	$0	$0
SHERI STOCKMOE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOSH KASOWSKI	TREASURER	2.00	Officer Director	$0	$0	$0
HEIDI GUSTAFSON	PRESIDENT	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$333,428	$174,834	$893,941	$158,594
2022	$277,511	$184,965	$735,347	$92,546
2021	$260,999	$253,799	$642,801	$7,200
2020	$234,802	$207,920	$674,451	$26,882
2019	$167,387	$157,361	$660,719	$10,026
2018	$200,751	$138,711	$598,693	$62,040

FORWARD FOUNDATION