Forward Together Wisconsin (EIN 931964673) - 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

2023

Legal Domicile

Principal Officer

Peter Drummond

Phone

2035228249

Tax Period

2024-06-01 to 2025-05-31

Forward Together Wisconsin, founded in 2023, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 96% operating deficit.

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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 $1,258,572

Program Service Revenue $15,540

Investment Income $0

Other Revenue $1,793

TOTAL REVENUE $1,275,905

Expense Breakdown

Grants Paid $276,000

Salaries & Benefits $572,032

Fundraising Expenses $4,982

Program Expenses $2,219,771

Other Expenses $1,658,484

TOTAL EXPENSES $2,506,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,275,905	$1,706,160	-0.3%
Expenses	$2,506,516	$293,884	+7.5%
Net Income	$-1,230,611	$1,412,276	-1.9%

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

200

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

$124,102

Total Directors

$275,574

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mandela Barnes	Director	40.00	Director	$130,931	$0	$130,931
Peter Drummond	Executive Director	40.00	Officer Director	$112,762	$740	$113,502
Lauren Stelter	Director	1.00	Director	$20,156	$385	$20,541
Deneine Powell	Treasurer	1.00	Officer Director	$10,600	$0	$10,600
Lauren Baker	Director	1.00	Director	$0	$0	$0
Louis Davis	Director	1.00	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
2025	$1,275,905	$2,506,516	$265,148	$-1,230,611
2024	$1,706,160	$293,884	$1,459,900	$1,412,276

Forward Together Wisconsin