FORWARD IMPACT (EIN 831501685) - 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

DANIEL FORKKIO

Phone

3105702963

Tax Period

2024-01-01 to 2024-12-31

FORWARD IMPACT, founded in 2018, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 29% operating margin.

Mission

EDUCATES THE PUBLIC ON A WIDE RANGE OF SOCIAL ISSUES REGARDING THE U.S. JUSTICE SYSTEM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,007,979

Program Service Revenue $227

Investment Income $15,169

Other Revenue $1,634

TOTAL REVENUE $5,025,009

Expense Breakdown

Grants Paid $148,157

Salaries & Benefits $1,780,976

Fundraising Expenses $279,647

Program Expenses $2,821,458

Other Expenses $1,656,229

TOTAL EXPENSES $3,585,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,025,009	$3,793,149	+0.3%
Expenses	$3,585,362	$2,773,973	+0.3%
Net Income	$1,439,647	$1,019,176	+0.4%

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

$499,121

Total Directors

Key Employees

$166,773

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIO MARCIAL BOARD CHAIR	PRESIDENT - UNTIL 12/24	1.00	Officer Director	$0	$0	$0
LIESL COPLAND	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH GILPIN	BOARD MEMBER - UNTIL 01/24	1.00	Director	$0	$0	$0
JEFF HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JANNA PEA	BOARD MEMBER	1.00	Director	$0	$0	$0
DENAE PETERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANIKA WARREN WOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
TYRA PATTERSON	BOARD MEMBER - AS OF 04/24	1.00	Director	$0	$0	$0
DANIEL FORKKIO	CHIEF EXECUTIVE OFFICER & TREASURER	40.00	Officer	$294,572	$10,557	$305,129
JAMIE DOBIE	CHIEF OPERATING OFFICER	40.00	Officer	$177,630	$16,362	$193,992
CARLA FLEISHER	VP, FILMS & SERIES IMPACT	40.00	Key Emp	$159,584	$7,189	$166,773
DENISE BEEK	VP, ADVOCACY AND PARTNERSH	40.00	Highest	$155,939	$9,353	$165,292
LEO BLUMBERG-WOLL	DEVELOPMENT & OPERATIONS MGR	40.00	Highest	$104,458	$5,185	$109,643

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	$5,025,009	$3,585,362	$3,404,509	$1,439,647
2023	$3,793,149	$2,773,973	$1,897,705	$1,019,176
2022	$2,909,620	$2,792,445	$1,109,059	$117,175
2021	$2,810,551	$2,740,352	$1,099,494	$70,199
2020	$1,138,673	$7,937,588	$1,908,396	$-6,798,915

FORWARD IMPACT