FORWARD SCHOLARS LLC (EIN 883267397) - 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

CARRIE STREIFF-STUESSY

Phone

4148817614

Tax Period

2024-07-01 to 2025-06-30

FORWARD SCHOLARS LLC, founded in 2022, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $367K, a strong 34% operating margin.

Mission

FORWARD SCHOLARS IS A COMMUNITY VOLUNTEER 1:1 READING TUTORING PROGRAM FOCUSED ON HELPING K-3RD GRADERS WHO ARE NOT YET READING AT GRADE LEVEL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,064,625

Program Service Revenue $0

Investment Income $19,125

Other Revenue $270

TOTAL REVENUE $1,084,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $643,482

Fundraising Expenses $106,378

Program Expenses $500,775

Other Expenses $73,787

TOTAL EXPENSES $717,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,084,020	$1,061,368	+0.0%
Expenses	$717,269	$706,351	+0.0%
Net Income	$366,751	$355,017	+0.0%

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

285

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

$134,345

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTI DAVIS-GUTIERREZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
HELEN HARRIS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JAIME JOYNT	TREASURER	5.00	Officer Director	$0	$0	$0
MOLLY SHIFFLER	SECRETARY	5.00	Officer Director	$0	$0	$0
SALLY LEWIS	DIRECTOR	5.00	Director	$0	$0	$0
SHARON SPENCER	DIRECTOR	5.00	Director	$0	$0	$0
JIM GUCKENBERG	DIRECTOR	5.00	Director	$0	$0	$0
JOAN DONNER	DIRECTOR	5.00	Director	$0	$0	$0
CARRIE STREIFF-STUESSY	EXECUTIVE DIRECTOR	40.00	Officer	$120,081	$14,264	$134,345

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	$1,084,020	$717,269	$1,053,663	$366,751
2024	$1,061,368	$706,351	$432,020	$355,017
2023	$479,576	$402,573	$133,231	$77,003

FORWARD SCHOLARS LLC