KCS FORWARD FOUNDATION (EIN 851971507) - 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

2022

Legal Domicile

Principal Officer

Jessica Stickel

Phone

9374991459

Tax Period

2025-01-01 to 2025-12-31

KCS FORWARD FOUNDATION, founded in 2022, is a small nonprofit in the Education sector that reported $113K in total revenue in fiscal year 2025. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 18% operating margin.

Mission

our purpose is charitable and educational

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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 (2025)

Revenue Breakdown

Contributions & Grants $112,553

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $112,553

Expense Breakdown

Grants Paid $76,298

Salaries & Benefits $0

Fundraising Expenses $15,208

Program Expenses $76,298

Other Expenses $16,509

TOTAL EXPENSES $92,807

Year-over-Year Comparison

	2025	2024	Change
Revenue	$112,553	$73,268	+0.5%
Expenses	$92,807	$22,637	+3.1%
Net Income	$19,746	$50,631	-0.6%

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
Jim Berlon	Board President	3	Officer Director	$0	$0	$0
Jason Moore	Board Member	1	Director	$0	$0	$0
Ryan Konkel	Vice President	1	Officer Director	$0	$0	$0
Kelly Hart	Secretary	1	Officer Director	$0	$0	$0
Kim Frisby	Board Member	1	Director	$0	$0	$0
Brad Steel	Treasurer	3	Officer Director	$0	$0	$0
Matt	Osborne	1	Director	$0	$0	$0
Jessica Stickel	Executive Director	20	Key Emp Highest	$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	$112,553	$92,807	$151,777	$19,746

KCS FORWARD FOUNDATION