Bridge Forward Fund 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

2021

Legal Domicile

Principal Officer

Luisa Pena Lyons

Tax Period

2022-01-01 to 2022-12-31

Bridge Forward Fund Inc, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $238K in total revenue in fiscal year 2022. Revenue surged 59% from the prior year, signaling strong growth momentum.

Mission

Bridge Forward Fund is an economic mobility organization designed to help individuals and families experiencing financial hardship with multi-year financial and coaching support to propel their journey towards stability and wealth building.

Program Service Accomplishments

Program 1

Expenses: $132,563

BFF supported approximately 35 families experiencing financial hardship with costs that helped cover housing, utilities, education and health-related expenses.

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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 (2022)

Revenue Breakdown

Contributions & Grants $238,485

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $238,485

Expense Breakdown

Grants Paid $75,386

Salaries & Benefits $126,117

Fundraising Expenses $45,977

Program Expenses $132,563

Other Expenses $47,998

TOTAL EXPENSES $249,501

Year-over-Year Comparison

	2022	2021	Change
Revenue	$238,485	$150,116	+0.6%
Expenses	$249,501	$10,000	+24.0%
Net Income	$-11,016	$140,116	-1.1%

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

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
Heather Caryn Catherwood	Director	2.00	Director	$0	$0	$0
Sibusisiwe Malaba	Director	2.00	Director	$0	$0	$0
Wayne Derek Yeh	Director	2.00	Director	$0	$0	$0
Abdi Ali	Director	2.00	Director	$0	$0	$0
Luisa Pena Lyons	President	40.00	Officer Key Emp	$0	$0	$0
Gloribel Beatriz Rivas	Treasurer	2.00	Officer	$0	$0	$0
Joel Jaquez	Clerk	2.00	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
2022	$238,485	$249,501	$30,256	$-11,016