EAGLE FORUM

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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

1972

Legal Domicile

Principal Officer

ANNE SCHLAFLY

Phone

6184338990

Tax Period

2024-01-01 to 2024-12-31

EAGLE FORUM, founded in 1972, is a small nonprofit in the Public & Societal Benefit sector that reported $249K in total revenue in fiscal year 2024. Expenses of $399K exceeded revenue, resulting in a 60% operating deficit.

Mission

TO EDUCATE, INFORM, INSTRUCT, AND TRAIN THE PUBLIC ON CURRENT LOCAL AND NATIONAL EVENTS.

Program Service Accomplishments

Program 1

Expenses: $358,967 Revenue: $47,757

PROMOTE SOCIAL WELFARE, CONDUCT EDUCATIONAL CONFERENCES AND SEMINARS, AND DEFEND WOMEN'S RIGHTS.

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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 $111,409

Program Service Revenue $36,463

Investment Income $89,299

Other Revenue $11,991

TOTAL REVENUE $249,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $189,185

Fundraising Expenses $0

Program Expenses $358,967

Other Expenses $210,033

TOTAL EXPENSES $399,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,162	$239,244	+0.0%
Expenses	$399,218	$332,333	+0.2%
Net Income	$-150,056	$-93,089	+0.6%

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

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
ANNE SCHLAFLY	CHAIRMAN AND TREASURER	10.00	Officer Director	$0	$0	$0
EUNIE SMITH	PRESIDENT EMERITUS	5.00	Officer Director	$0	$0	$0
CATHIE ADAMS	FIRST VICE-PRESIDENT	10.00	Officer Director	$0	$0	$0
GAYLE RUZICKA	DIRECTOR	5.00	Director	$0	$0	$0
KRIS ULLMAN	PRESIDENT	20.00	Officer Director	$0	$0	$0
DR CAROLYN MCLARTY	SECRETARY	5.00	Officer Director	$0	$0	$0
CAROLINE ADERHOLT	DIRECTOR	5.00	Director	$0	$0	$0
GLYN MCKAY	DIRECTOR	5.00	Director	$0	$0	$0
KATHY WILMOT	AT-LARGE DIRECTOR	5.00	Director	$0	$0	$0
JEANNE CHAMPER	DIRECTOR	5.00	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	$249,162	$399,218	$2,892,407	$-150,056
2023	$239,244	$332,333	$3,025,076	$-93,089
2022	$3,192,074	$892,265	$3,075,648	$2,299,809
2021	$292,436	$977,484	$749,276	$-685,048
2020	$347,870	$878,538	$1,134,711	$-530,668
2019	$342,889	$1,557,195	$1,666,369	$-1,214,306
2018	$326,005	$1,389,344	$2,615,920	$-1,063,339