A Way Forward Inc (EIN 852676751) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

Debbie Platts

Phone

7205267432

Tax Period

2024-01-01 to 2024-12-31

A Way Forward Inc, founded in 2020, is a small nonprofit in the Mental Health sector that reported $286K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $335K exceeded revenue, resulting in a 17% operating deficit.

Mission

A WAY FORWARD REMOVES BARRIERS TO RECOVERY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $276,184

Program Service Revenue $0

Investment Income $1,127

Other Revenue $8,753

TOTAL REVENUE $286,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $217,186

Fundraising Expenses $29,311

Program Expenses $263,963

Other Expenses $117,500

TOTAL EXPENSES $334,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,064	$214,941	+0.3%
Expenses	$334,686	$132,584	+1.5%
Net Income	$-48,622	$82,357	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$40,334

Total Directors

$40,334

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Debbie Platts	Executive Dir.	60.00	Officer Director	$40,334	$0	$40,334
Claudia Archuletta	Chairman	4.00	Officer Director	$0	$0	$0
Kimberly Jandro	Treasurer	4.00	Officer Director	$0	$0	$0
John D Gifford	Member at Large	6.00	Director	$0	$0	$0
Rhonda Dick	Secretary	4.00	Officer Director	$0	$0	$0
Sonny Smith	Member at Large	3.00	Director	$0	$0	$0
Kristina Schostok	Member at Large	3.00	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	$286,064	$334,686	$59,841	$-48,622
2023	$214,941	$132,584	$108,463	$82,357

A Way Forward Inc