THE NEWDEAL FORUM (EIN 824346598) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

HELEN MILBY

Phone

2026601340

Tax Period

2024-06-01 to 2025-05-31

THE NEWDEAL FORUM, founded in 2018, is a small nonprofit in the Human Services sector that reported $793K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $882K exceeded revenue, resulting in a 11% operating deficit.

Mission

SEE PART III, LINE 1.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $793,248

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $793,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $425,436

Fundraising Expenses $167,660

Program Expenses $511,832

Other Expenses $436,242

TOTAL EXPENSES $881,678

Year-over-Year Comparison

	2024	2023	Change
Revenue	$793,248	$1,337,561	-0.4%
Expenses	$881,678	$709,609	+0.2%
Net Income	$-88,430	$627,952	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
DEBRA COX BULTAN	CEO & SECRETARY (SEE SCH. O)	7.00	Officer Director	$0	$0	$0
HELEN MILBY	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID BURD	TREASURER	2.00	Officer Director	$0	$0	$0
CLAUDE FONTHEIM	DIRECTOR	1.00	Director	$0	$0	$0
TED KOUTSOUBAS	DIRECTOR	1.00	Director	$0	$0	$0
ANNE ANDREW	DIRECTOR	1.00	Director	$0	$0	$0
ABIGAIL SELDIN	DIRECTOR	1.00	Director	$0	$0	$0
LOU PIEH	DIRECTOR	1.00	Director	$0	$0	$0
MARIEL SAEZ	DIRECTOR	1.00	Director	$0	$0	$0
BEN MCADAMS	DIRECTOR	1.00	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	$793,248	$881,678	$1,613,793	$-88,430
2024	$1,337,561	$709,609	$1,682,482	$627,952
2023	$593,257	$331,910	$987,866	$261,347
2022	$244,253	$184,715	$698,410	$59,538
2021	$475,000	$127,158	$609,389	$347,842
2020	$245,000	$87,013	$259,623	$157,987
2019	$162,000	$87,488	$77,523	$74,512

THE NEWDEAL FORUM