THE FORUM FOR YOUTH INVESTMENT (EIN 522242472) - 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

2002

Legal Domicile

Principal Officer

NEIL SUMILAS

Phone

2022073733

Tax Period

2022-07-01 to 2023-06-30

THE FORUM FOR YOUTH INVESTMENT, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.1M in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year. Expenses of $9.4M exceeded revenue, resulting in a 17% operating deficit.

Mission

WE ADVANCE EQUITABLE YOUTH OPPORTUNITIES AND OUTCOMES THROUGH QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,271,238

Program Service Revenue $3,729,426

Investment Income $52,188

Other Revenue $2,372

TOTAL REVENUE $8,055,224

Expense Breakdown

Grants Paid $44,000

Salaries & Benefits $4,456,537

Fundraising Expenses $51,666

Program Expenses $7,024,072

Other Expenses $4,904,929

TOTAL EXPENSES $9,405,466

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,055,224	$9,056,134	-0.1%
Expenses	$9,405,466	$9,824,630	0.0%
Net Income	$-1,350,242	$-768,496	+0.8%

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

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

$694,914

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN SAMUELS	BOARD CHAIR AND POLICY COMMITTE CHAIR	1.00	Officer Director	$0	$0	$0
SUZETTE L HARVEY	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
W DAVID STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
WENDY-ANNE ROBERTS-JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY PHAM	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE YOHALEM	PROGRAM COMMITTEE CHAIR	1.00	Director	$0	$0	$0
NANCY GANNON HORNBERGER	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE GOONAN	FINANCE COMMITTEE CHAIR	1.00	Director	$0	$0	$0
FELIPE FRANCO	DIRECTOR	1.00	Director	$0	$0	$0
STEVE FLEISCHMAN	DIRECTOR	1.00	Director	$0	$0	$0
ERICKA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
THADDEUS FERBER	EXECUTIVE VICE PRESIDENT	40.00	Officer	$120,987	$12,989	$133,976
TIFFANY ERICKSON	EVP, STRATEGIC COMMUNICATIONS	40.00	Officer	$133,842	$7,381	$141,223
KIMBERLY ROBINSON	EVP, YOUTH PROGRAM QUALITY	40.00	Officer	$160,285	$18,376	$178,661
MISHAELA DURAN	PRESIDENT AND CEO	40.00	Officer	$235,000	$6,054	$241,054
CAITLIN JOHNSON	CREATIVE DIRECTOR, SPARKACTION	40.00	Highest	$126,910	$25,899	$152,809
JO ANN PAANIO	DIRECTOR, ADVOCACY	40.00	Highest	$112,370	$3,096	$115,466
RONG TURNER	DIRECTOR, BUDGET & FINANCE	40.00	Highest	$123,222	$18,722	$141,944
DAVID MARTINEAU	DIRECTOR, COACHING & TRAINING	40.00	Highest	$114,398	$11,166	$125,564
JOSEPH BERTOLETTI	VICE PRESIDENT	40.00	Highest	$131,273	$24,832	$156,105

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,055,224	$9,405,466	$5,954,216	$-1,350,242
2022	$9,056,134	$9,824,630	$7,481,475	$-768,496
2021	$7,540,773	$9,588,080	$9,053,543	$-2,047,307
2020	$12,669,011	$9,765,604	$11,060,818	$2,903,407
2019	$11,978,923	$9,689,552	$7,532,122	$2,289,371
2018	$9,855,474	$8,260,130	$4,901,464	$1,595,344

THE FORUM FOR YOUTH INVESTMENT