FORGE INC (EIN 710674001) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

JAMES MORGAN

Phone

4797381585

Tax Period

2024-10-01 to 2025-09-30

FORGE INC, founded in 1988, is a small nonprofit in the Community Improvement sector that reported $579K in total revenue in fiscal year 2017. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $186K, a strong 32% operating margin.

Mission

TO ASSIST IN LONG TERM ECONOMIC GROWTH AND REVITALIZATION OF RURAL COMMUNITIES AND FARM RELATED ENTERPRISES IN THE OZARK REGION OF ARKANSAS, MISSOURI, OKLAHOMA, AND LOUISIANA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,317,231

Program Service Revenue $17,404

Investment Income $397,209

Other Revenue $0

TOTAL REVENUE $1,731,844

Expense Breakdown

Grants Paid $0

Salaries & Benefits $885,396

Fundraising Expenses $65,736

Program Expenses $1,252,626

Other Expenses $676,410

TOTAL EXPENSES $1,561,806

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,731,844	$1,468,312	+0.2%
Expenses	$1,561,806	$2,289,190	-0.3%
Net Income	$170,038	$-820,878	-1.2%

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
HERB CULVER	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA FRITTS	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
GREG MODICA	DIRECTOR	2.00	Director	$0	$0	$0
JAMES MORGAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY SANCHEZ	DIRECTOR	2.00	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
2025	$1,731,844	$1,561,806	$10,296,262	$170,038
2024	$1,468,312	$2,289,190	$11,375,673	$-820,878
2023	$2,241,893	$2,146,255	$12,877,023	$95,638
2022	$1,965,897	$1,628,375	$11,064,924	$337,522
2021	$2,246,755	$1,110,220	$10,015,357	$1,136,535
2020	$1,553,352	$821,269	$9,139,095	$732,083
2019	$1,384,909	$712,002	$8,005,319	$672,907
2018	$579,068	$392,987	$7,211,168	$186,081

FORGE INC