FUND ACCESS FORWARD

EIN: 934290719 501(c)(3) Human Services

ALBUQUERQUE, NM

Total Revenue
$1,032,081
Total Expenses
$39,708
Total Assets
$992,373
Net Assets
$992,373
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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
NM
Principal Officer
BARBARA WUNSCH
Phone
8004590976
Tax Period
2024-01-01 to 2024-12-31

FUND ACCESS FORWARD, founded in 2023, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2024. The organization ran a surplus of $992K, a strong 96% operating margin.

Mission

TO ENSURE AFFORDABLE, TIMELY, AND PRIVATE MEDICAL CARE, WHEREVER YOU LIVE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,026,548
Program Service Revenue $0
Investment Income $5,533
Other Revenue $0
TOTAL REVENUE $1,032,081

Expense Breakdown

Grants Paid $37,480
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $37,480
Other Expenses $2,228
TOTAL EXPENSES $39,708

Year-over-Year Comparison

2024 2023 Change
Revenue $1,032,081 N/A N/A
Expenses $39,708 N/A N/A
Net Income $992,373 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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
4

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANNA KAPP TREASURER 1.00
Officer Director
$0 $0 $0
TRACY WEITZ SECRETARY 1.00
Officer Director
$0 $0 $0
BARBARA WUNSCH PRESIDENT 1.00
Officer 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 $1,032,081 $39,708 $992,373 $992,373
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