ODIN FORWARD (EIN 870818992) - 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

2021

Legal Domicile

Principal Officer

JESSICA GERTZ

Phone

2677737537

Tax Period

2023-01-01 to 2023-12-31

ODIN FORWARD, founded in 2021, is a small nonprofit in the Human Services sector that reported $254K in total revenue in fiscal year 2023. The organization ran a surplus of $240K, a strong 94% operating margin.

Mission

ODIN FORWARD'S MISSION IS TO IMPROVE THE LIVES OF LOW INCOME INDIVIDUALS AND FAMILIES RESIDING IN INNER CITY PHILADELPHIA THROUGH TOOLS, EDUCATION AND PROGRAMMING FOR FINANCIAL, HEALTH, WELLNESS, JOB AND CAREER PATH SKILLS.

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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 $250,500

Program Service Revenue $0

Investment Income $3,730

Other Revenue $0

TOTAL REVENUE $254,230

Expense Breakdown

Grants Paid $6,505

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,505

Other Expenses $7,525

TOTAL EXPENSES $14,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$254,230	N/A	N/A
Expenses	$14,030	N/A	N/A
Net Income	$240,200	$0	N/A

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	Role	Reportable Comp	Other Comp	Total
JUSTIN KAPLAN	DIRECTOR AND SECRETARY	Officer Director	$0	$0	$0
BAILEY BALDERSTON	DIRECTOR	Officer Director	$0	$0	$0
PHILIP BALDERSTON	DIRECTOR	Officer Director	$0	$0	$0
JESSICA GERTZ	DIRECTOR AND PRESIDENT	Officer Director	$0	$0	$0
ANTONIO PRESTA	DIRECTOR	Officer Director	$0	$0	$0
NOAH BACHNOW	DIRECTOR	Officer Director	$0	$0	$0
DAVID KRUPNICK	DIRECTOR	Officer Director	$0	$0	$0
BRETT TORGAN	TREASURER	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
2023	$254,230	$14,030	$267,584	$240,200

ODIN FORWARD