IMPACT FORUM FOUNDATION

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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

ADAM MILSTEIN

Phone

8189957965

Tax Period

2023-01-01 to 2023-12-31

IMPACT FORUM FOUNDATION, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Expenses of $2.0M left a modest 8% surplus.

Mission

The Impact Forum is an exclusive network of philanthropists. We are connecting philanthropists that support each others initiatives and collaborate to empower and meet with exceptional non-profit organizations to fight antisemitism, strengthen the State of Israel, and advance the U.S. Israel alliance.

Program Service Accomplishments

Program 1

Expenses: $1,866,796 Revenue: $2,178,012

The Impact Forum is an exclusive network of philanthropists. We are connecting philanthropists that support each others initiatives and collaborate to empower and meet with exceptional non-profit...

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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 $2,178,012

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,178,012

Expense Breakdown

Grants Paid $1,631,850

Salaries & Benefits $75,885

Fundraising Expenses $34,135

Program Expenses $1,866,796

Other Expenses $295,499

TOTAL EXPENSES $2,003,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,178,012	N/A	N/A
Expenses	$2,003,234	N/A	N/A
Net Income	$174,778	N/A	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

Volunteers

N/A

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
ORIT ZIGMAN LADOR	N/A	13.00		$32,667	$0	$101,250
ADAM MILSTEIN	BOARD MEMBER	5.00	Director	$0	$0	$0
MARC GREENDORFER	BOARD MEMBER	5.00	Director	$0	$0	$0
KFIR GAVRIELI	BOARD MEMBER	5.00	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	No data	No data	No data	No data
2023	$2,178,012	$2,003,234	$178,111	$174,778