ROOSEVELT FORWARD INC

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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

2019

Legal Domicile

Principal Officer

ROGER KIM

Phone

2124449130

Tax Period

2023-01-01 to 2023-12-31

ROOSEVELT FORWARD INC, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $432K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $574K exceeded revenue, resulting in a 33% operating deficit.

Mission

INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR ROOSEVELT, ROOSEVELT FORWARD RE-IMAGINES THE RULES TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY. ROOSEVELT FORWARD RESEARCHES, PROPOSES, AND ADVOCATES FOR POLICIES THAT WILL BEST SPUR ECONOMIC GROWTH AND ENSURE THAT ALL AMERICANS HAVE AN OPPORTUNITY TO SHARE IN THE PROSPERITY AND PARTICIPATE IN OUR DEMOCRACY.

Program Service Accomplishments

Program 1

Expenses: $387,751

RESEARCH AND ANALYZE IMPACT OF POLICY PROPOSALS PUT FORWARD BY LAWMAKERS AND PUBLIC POLICY LEADERS; USING TRADITIONAL AND SOCIAL MEDIA, EDUCATE THE PUBLIC ABOUT OUR ANALYSIS AND VIEWS ON POLICY...

RESEARCH AND ANALYZE IMPACT OF POLICY PROPOSALS PUT FORWARD BY LAWMAKERS AND PUBLIC POLICY LEADERS; USING TRADITIONAL AND SOCIAL MEDIA, EDUCATE THE PUBLIC ABOUT OUR ANALYSIS AND VIEWS ON POLICY PROPOSALS PROMOTED BY PUBLIC POLICY LEADERS; AND IDENTIFY, VET, AND RECOMMEND EXPERTS FOR POSITIONS IN FEDERAL GOVERNMENT AND IN SELECT STATES.

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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 $432,300

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $432,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,250

Fundraising Expenses $17,196

Program Expenses $387,751

Other Expenses $419,470

TOTAL EXPENSES $573,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$432,300	$727,763	-0.4%
Expenses	$573,720	$556,001	+0.0%
Net Income	$-141,420	$171,762	-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

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
PERRIN ROOSEVELT IRELAND	CHAIR	1.00	Officer Director	$0	$0	$0
ROGER KIM	TREASURER	1.00	Officer Director	$0	$0	$0
BECKY WASSERMAN	DIRECTOR	1.00	Director	$0	$0	$0
LORELLA PRAELI	DIRECTOR	1.00	Director	$0	$0	$0
KATRINA VANDEN HEUVEL	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
2024	No data	No data	No data	No data
2023	$432,300	$573,720	$512,380	$-141,420
2022	$727,763	$556,001	$734,650	$171,762
2021	$50,303	$404,556	$379,723	$-354,253
2020	$835,279	$539,590	$868,504	$295,689
2019	$512,134	$86,000	$474,222	$426,134