FORWARD ACTION FUND (EIN 831806898) - 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

DEBORAH BUTLER

Phone

6035739661

Tax Period

2023-01-01 to 2023-12-31

FORWARD ACTION FUND, founded in 2018, is a community nonprofit in the Civil Rights & Advocacy sector that reported $9.3M in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $8.4M left a modest 10% surplus.

Mission

SEE PART III, LINE 1.

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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 $9,223,658

Program Service Revenue $29,054

Investment Income $39,930

Other Revenue $0

TOTAL REVENUE $9,292,642

Expense Breakdown

Grants Paid $919,526

Salaries & Benefits $0

Fundraising Expenses $167,759

Program Expenses $7,684,242

Other Expenses $7,316,955

TOTAL EXPENSES $8,404,240

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,292,642	$16,824,765	-0.4%
Expenses	$8,404,240	$15,640,515	-0.5%
Net Income	$888,402	$1,184,250	-0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH BUTLER	CHAIR	5.00	Officer Director	$0	$0	$0
ESTHER DICKINSON	TREASURER	0.50	Officer Director	$0	$0	$0
MARY SCHUH	SECRETARY	0.50	Officer Director	$0	$0	$0
COURTNEY JONES	DIRECTOR	0.50	Director	$0	$0	$0
MONICA CIOLFI	DIRECTOR	0.50	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
2024	No data	No data	No data	No data
2023	$9,292,642	$8,404,240	$3,841,909	$888,402
2022	$16,824,765	$15,640,515	$2,972,772	$1,184,250
2021	$2,818,396	$2,745,749	$1,761,761	$72,647
2020	$24,247,964	$22,724,803	$2,071,166	$1,523,161
2019	$442,578	$330,464	$130,099	$112,114
2018	$299,682	$281,697	$17,985	$17,985

FORWARD ACTION FUND