FORWARD HORIZONS INC

EIN: 834465214 501(c)(3) Human Services

ASHLAND, WI

Total Revenue
$413,469
Total Expenses
$402,167
Total Assets
$200,875
Net Assets
$163,657
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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
2020
Legal Domicile
WI
Principal Officer
PETE HERLEVI
Phone
7156851222
Tax Period
2024-01-01 to 2024-12-31

FORWARD HORIZONS INC, founded in 2020, is a small nonprofit in the Human Services sector that reported $413K in total revenue in fiscal year 2024.

Mission

TO SUPPORT THOSE WITH DISABILITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,927
Program Service Revenue $408,101
Investment Income $0
Other Revenue $441
TOTAL REVENUE $413,469

Expense Breakdown

Grants Paid $0
Salaries & Benefits $305,537
Fundraising Expenses $0
Program Expenses $402,167
Other Expenses $96,630
TOTAL EXPENSES $402,167

Year-over-Year Comparison

2024 2023 Change
Revenue $413,469 $408,863 +0.0%
Expenses $402,167 $316,655 +0.3%
Net Income $11,302 $92,208 -0.9%
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

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Governance

Voting Members
7
Independent Members
7
Employees
32
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
4
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORI HANSON BOARD MEMBER 1.00
Director
$0 $0 $0
TOM MITCHELL BOARD MEMBER 1.00
Director
$0 $0 $0
GLORIA SUMINSKI BOARD MEMBER 1.00
Director
$0 $0 $0
PETE HERLEVI TREASURER 1.00
Officer
$0 $0 $0
STEWART HOLMAN PRESIDENT 1.00
Officer
$0 $0 $0
MICHELLE LAMPSON SECRETARY 1.00
Officer
$0 $0 $0
KATHERINE MARTIN VICE PRESIDE 1.00
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
2024 $413,469 $402,167 $200,875 $11,302
2023 $408,863 $316,655 $183,856 $92,208
2022 $268,850 $217,213 $69,202 $51,637
2021 $224,819 $231,526 $16,070 $-6,707
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