ROAD FORWARD SCHOLARSHIP FUND (EIN 933317172) - 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

SHERRI LIPPMAN

Phone

2018386391

Tax Period

2025-01-01 to 2025-12-31

ROAD FORWARD SCHOLARSHIP FUND, founded in 2023, is a small nonprofit in the Education sector that reported $280K in total revenue in fiscal year 2025. The organization ran a surplus of $163K, a strong 58% operating margin.

Mission

TO FULFILL THE DREAM OF HIGHER EDUCATION FOR LOCAL EAST END HIGH SCHOOL SENIORS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $263,064

Program Service Revenue $0

Investment Income $12,033

Other Revenue $4,997

TOTAL REVENUE $280,094

Expense Breakdown

Grants Paid $99,909

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,319

Other Expenses $16,942

TOTAL EXPENSES $116,851

Year-over-Year Comparison

	2025	2024	Change
Revenue	$280,094	$292,334	0.0%
Expenses	$116,851	$71,936	+0.6%
Net Income	$163,243	$220,398	-0.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI LIPPMAN	PRESIDENT AND DIRECTOR	10.00	Officer Director	$0	$0	$0
HOWARD LIPPMAN	TREASURER AND DIRECTOR	10.00	Officer Director	$0	$0	$0
HEIDI SIEGEL	DIRECTOR	10.00	Officer Director	$0	$0	$0
JANE EPSTEIN	TREASURER AND DIRECTOR	10.00	Director	$0	$0	$0
VIVIAN SHAPIRO	DIRECTOR	10.00	Director	$0	$0	$0
ROXY ZAJAC	DIRECTOR	10.00	Director	$0	$0	$0
RIVALYN ZWEIG	DIRECTOR	10.00	Director	$0	$0	$0
STEVEN SHEPSMAN	DIRECTOR	10.00	Director	$0	$0	$0
HAROLD ZUCKERMAN	DIRECTOR	10.00	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	$280,094	$116,851	$418,970	$163,243
2024	No data	No data	No data	No data

ROAD FORWARD SCHOLARSHIP FUND