FOURTH PLAIN FORWARD (EIN 822923189) - 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

2018

Legal Domicile

Principal Officer

MARIANA ZARAGOZA

Phone

3607722169

Tax Period

2023-01-01 to 2023-12-31

FOURTH PLAIN FORWARD, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $962K in total revenue in fiscal year 2023. Revenue surged 168% from the prior year, signaling strong growth momentum. Expenses of $931K left a modest 3% surplus.

Mission

FOURTH PLAIN FORWARD SUPPORTS THE SUCCESS OF SMALL BUSINESSES, PROMOTES THE UNIQUE IDENTITY OF THE INTERNATIONAL DISTRICT, ADVOCATES FOR FOURTH PLAIN RESIDENTS' INTERESTS AND SERVES AS A RESOURCE HUB FOR THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $923,165

Program Service Revenue $32,598

Investment Income $6,184

Other Revenue $0

TOTAL REVENUE $961,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $508,936

Fundraising Expenses $18,399

Program Expenses $842,986

Other Expenses $422,308

TOTAL EXPENSES $931,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$961,947	$358,841	+1.7%
Expenses	$931,244	$347,944	+1.7%
Net Income	$30,703	$10,897	+1.8%

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

$110,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL STEINER	CHAIR	1.00	Officer Director	$0	$0	$0
JAVIER NAVARRO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHELE CRUSE	MEMBER	1.00	Director	$0	$0	$0
KYLE ROSLUND	SECRETARY	1.00	Officer Director	$0	$0	$0
MARIANA ZARAGOZA	MEMBER	1.00	Director	$0	$0	$0
SHARIF BURDZIK	MEMBER	1.00	Director	$0	$0	$0
LOURDES GARCIA SALAMONTE	MEMBER	1.00	Director	$0	$0	$0
NICOLE PEPPERS	MEMBER	1.00	Director	$0	$0	$0
MELISSA WILLIAMS	MEMBER	1.00	Director	$0	$0	$0
PAUL BURGESS	EXECUTIVE DIRECTOR	40.00	Officer	$110,000	$0	$110,000

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	No data	No data	No data	No data
2023	$961,947	$931,244	$312,008	$30,703
2022	$358,841	$347,944	$270,626	$10,897
2021	$507,488	$432,000	$259,702	$75,488
2020	$888,630	$783,557	$186,172	$105,073

FOURTH PLAIN FORWARD