Forma Inc (EIN 721364538) - 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

1997

Legal Domicile

Tax Period

2019-01-01 to 2019-12-31

Forma, founded in 1997, is a small nonprofit that reported $257K in total revenue in fiscal year 2018.

Mission

A dynamic community celebrating and upholding the diverse ministries of Christian Formation

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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 (2019)

Revenue Breakdown

Contributions & Grants $70,585

Program Service Revenue $136,618

Investment Income $2

Other Revenue $0

TOTAL REVENUE $207,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,400

Program Expenses $153,931

Other Expenses $231,449

TOTAL EXPENSES $231,449

Year-over-Year Comparison

	2019	2018	Change
Revenue	$207,205	$257,210	-0.2%
Expenses	$231,449	$256,327	-0.1%
Net Income	$-24,244	$883	-28.5%

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
Aimee Bostwick	President	2.00	Officer Director	$0	$0	$0
Samantha Haycock	Secretary	2.00	Officer Director	$0	$0	$0
Kate Huston	Trustee	2.00	Director	$0	$0	$0
Roger Hutchison	Trustee	2.00	Director	$0	$0	$0
Eduardo Rivera	Trustee	2.00	Director	$0	$0	$0
Rev Chris Yaw	Trustee	2.00	Director	$0	$0	$0
April Caballero	Trustee	2.00	Director	$0	$0	$0
Marvin McLennon	Trustee	2.00	Director	$0	$0	$0
Dorothy Linthicum	Trustee	2.00	Director	$0	$0	$0
Wallace Benton	Trustee	2.00	Director	$0	$0	$0
Jerusalem Greer	Trustee	2.00	Director	$0	$0	$0
Bronwyn Skov	Trustee	2.00	Director	$0	$0	$0
Melissa Rau	Trustee	2.00	Director	$0	$0	$0
Santiago Rodriguez	Treasurer	2.00	Officer Director	$0	$0	$0
William Campbell	Executive Dir.	40.00	Officer	$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
2019	$207,205	$231,449	$27,745	$-24,244
2018	$257,210	$256,327	$121,974	$883

Forma Inc