Forward Together (EIN 943311784) - 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

1999

Legal Domicile

Principal Officer

Wendy Calimag

Phone

5106638300

Tax Period

2023-01-01 to 2023-12-31

Forward Together, founded in 1999, is a community nonprofit in the Health Care sector that reported $5.3M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $6.7M exceeded revenue, resulting in a 26% operating deficit.

Mission

Forward Together unites communities to win rights, recognition and resources for allfamilies.We transform culture and policy to work for all of us nationwide. Since ourfounding in 1989, we have continually fought to dismantle the ways our societymarginalizes us based on race, sexuality, and gender. Today, we build courage andfoster connection among our multi-racial community of changemakers to secure therights, recognition and resources all families need to thrive.

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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 $5,146,777

Program Service Revenue $0

Investment Income $79,626

Other Revenue $74,845

TOTAL REVENUE $5,301,248

Expense Breakdown

Grants Paid $316,244

Salaries & Benefits $4,378,846

Fundraising Expenses $829,698

Program Expenses $5,110,173

Other Expenses $1,970,762

TOTAL EXPENSES $6,665,852

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,301,248	$6,659,901	-0.2%
Expenses	$6,665,852	$5,700,654	+0.2%
Net Income	$-1,364,604	$959,247	-2.4%

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

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

$738,926

Total Directors

$406,897

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA LUGO-MARTINEZ	CO-EXEC DIR.	32.00	Officer Director	$167,400	$43,265	$210,665
WENDY CALIMAG	CO-EXEC DIR/SEC	32.00	Officer Director	$169,157	$27,075	$196,232
CHRISTINE PAULEY	Deputy Dir. ops	32.00	Officer	$147,923	$39,741	$187,664
Rosa Yadira Ortiz	Co-Dir Development	32.00		$118,559	$43,447	$162,006
Jessica Collins	New Mex Prg Dir	32.00		$113,933	$39,068	$153,001
JENNIFER VU	Dir. of Finance	32.00	Officer	$103,191	$41,174	$144,365
Eveline Shen	Former Executive Director	0.00		$79,437	$19,668	$99,105
Latonya Slack	Board Chair	1.00	Officer Director	$0	$0	$0
YEE WON CHONG	Treasurer	1.00	Officer Director	$0	$0	$0
Rosie Abriam	Board Member	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	No data	No data	No data	No data
2023	$5,301,248	$6,665,852	$13,441,584	$-1,364,604
2022	$6,659,901	$5,700,654	$15,087,213	$959,247
2021	$7,868,987	$5,751,543	$14,075,710	$2,117,444
2020	$8,699,025	$5,446,382	$12,230,193	$3,252,643
2019	$7,638,873	$5,439,140	$8,457,652	$2,199,733
2018	$3,334,196	$4,592,990	$6,107,481	$-1,258,794

Forward Together