Forward Endeavors (EIN 934248727) - 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

Tax Period

2024-07-01 to 2025-06-30

Forward Endeavors, founded in 2023, is a small nonprofit in the Mental Health sector that reported $603K in total revenue in fiscal year 2024. Revenue surged 1611% from the prior year, signaling strong growth momentum. Expenses of $583K left a modest 3% surplus.

Mission

To create trauma-informed workplaces for individuals experiencing employment barriers such as poverty, homelessness, inexperience, and limited education.

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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 $138,873

Program Service Revenue $461,117

Investment Income $0

Other Revenue $3,376

TOTAL REVENUE $603,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $280,324

Fundraising Expenses $0

Program Expenses $536,208

Other Expenses $303,099

TOTAL EXPENSES $583,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$603,366	$35,266	+16.1%
Expenses	$583,423	$15,824	+35.9%
Net Income	$19,943	$19,442	+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

N/A

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
Amanda Waters	Board Member	1.00	Director	$0	$0	$0
Cody Miller	Board Member	1.00	Director	$0	$0	$0
Katrina Chen	Board Member	1.00	Director	$0	$0	$0
Mark Lopez	President	1.00	Officer	$0	$0	$0
Michael Guitar	Treasurer	1.00	Officer	$0	$0	$0
Andrew Nishimoto	Secretary	1.00	Officer	$0	$0	$0
Bill White	Vice President	1.00	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
2025	$603,366	$583,423	$40,321	$19,943

Forward Endeavors