RETNET FORUM (EIN 463141030) - 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

2013

Legal Domicile

Principal Officer

JEFF BROCKETTE

Phone

2146926941

Tax Period

2024-01-01 to 2024-12-31

RETNET FORUM, founded in 2013, is a small nonprofit in the Unknown sector that reported $268K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $258K left a modest 4% surplus.

Mission

PREPARE FOR THE FUTURE OF HEALTH CARE THROUGH EDUCATION & COLLABORATION OF RETINA PRACTICE LEADERS

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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 $258,676

Investment Income $9,141

Other Revenue $0

TOTAL REVENUE $267,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $258,291

TOTAL EXPENSES $258,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,817	$217,747	+0.2%
Expenses	$258,291	$208,820	+0.2%
Net Income	$9,526	$8,927	+0.1%

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

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
HEATHER THOMAS	TREASURER	1.00	Officer Director	$0	$0	$0
ANDY LAVERGHETTA	OFFICER	1.00	Officer Director	$0	$0	$0
CLAIRE MURPHY	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT LEA	OFFICER	1.00	Officer Director	$0	$0	$0
ELESHA BURFORD	SECRETARY	1.00	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	$267,817	$258,291	$464,698	$9,526
2023	$217,747	$208,820	$455,172	$8,927
2022	$260,783	$119,402	$446,245	$141,381
2021	$48,164	$75,118	$301,345	$-26,954
2020	$78,736	$16,136	$328,299	$62,600
2019	$186,801	$98,807	$265,699	$87,994
2018	$158,093	$125,001	$177,705	$33,092

RETNET FORUM