THE PHILANTHROPY WORKSHOP INC DBA … - Form 990 Financial Data

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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

2008

Legal Domicile

Principal Officer

RACHEL SIMON

Phone

4156175540

Tax Period

2024-01-01 to 2024-12-31

THE PHILANTHROPY WORKSHOP INC DBA FORWARD GLOBAL, founded in 2008, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.4M in total revenue in fiscal year 2024. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 22% operating margin.

Mission

FORWARD GLOBAL CURATES A COMMUNITY AND CULTURE THAT CHALLENGES THE STATUS QUO, UNLOCKING KNOWLEDGE AND CONNECTIONS FOR IMPACT. WE EQUIP OUR GLOBAL COMMUNITY OF ACTION-ORIENTED, OPEN-MINDED INDIVIDUALS TO MOBILIZE THEIR RESOURCES TO CREATE A BETTER WORLD FOR ALL PEOPLE AND THE PLANET. OUR COMMUNITY OF VALUES-ALIGNED LEADERS IS INNOVATING AT THE INTERSECTIONS OF BUSINESS, PHILANTHROPY AND POLICY TO ENSURE A THRIVING, SUSTAINABLE, MORE EQUITABLE WORLD.

Program Service Accomplishments

Program 1

Expenses: $3,424,132 Revenue: $593,621

COMMUNITY SERVICES - A COMMUNITY OF MORE THAN 350 PHILANTHROPISTS AND SOCIAL INVESTORS, TPW IS ONE OF THE LARGEST NETWORKS OF ITS KIND AND UNIQUE TO THE FIELD OF SOCIAL IMPACT. MEMBERS HAIL FROM THE UNITED STATES AND UNITED KINGDOM, WITH SIGNIFICANT NUMBERS ALSO FROM CANADA, EUROPE, LATIN AMERICA, THE MIDDLE EAST, AND ASIA. PROGRAMMING IS DESIGNED AROUND ACTION, COLLABORATION, AND IMPACT AND INCLUDE GLOBAL LEARNING JOURNEYS, ANNUAL SUMMIT, ACTION-ORIENTED PEER GROUPS, AND SKILLS-BUILDING TRAINING THAT COMPRISE AN INTEGRATED "MASTERS" PLATFORM FOR LIFELONG LEARNING, SKILLS DEVELOPMENT, SHARED EXPERIENCES, COLLABORATION AND INNOVATION.

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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 $5,677,010

Program Service Revenue $593,621

Investment Income $1,386

Other Revenue $129,515

TOTAL REVENUE $6,401,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,062,023

Fundraising Expenses $695,066

Program Expenses $3,424,132

Other Expenses $2,921,594

TOTAL EXPENSES $4,983,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,401,532	$3,603,903	+0.8%
Expenses	$4,983,617	$3,978,086	+0.3%
Net Income	$1,417,915	$-374,183	-4.8%

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

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

$494,179

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MILTON SPEID	MEMBER	10.00	Director	$0	$0	$0
ELLIOTT DONNELLY	CHAIR	20.00	Officer Director	$0	$0	$0
LAUREN CRAMER	SECRETARY	10.00	Officer Director	$0	$0	$0
SABRINA POURMAND	MEMBER	10.00	Director	$0	$0	$0
CASEY BOX	MEMBER	10.00	Director	$0	$0	$0
ANDREW CHUNILALL	MEMBER	10.00	Director	$0	$0	$0
DAVID LEE	MEMBER	10.00	Director	$0	$0	$0
LORENE AREY	MEMBER	10.00	Director	$0	$0	$0
LAUREN BOOKER ALLEN	MEMBER	10.00	Director	$0	$0	$0
GLEN GALAICH	MEMBER	10.00	Director	$0	$0	$0
TRACI MADDOCK	MEMBER	10.00	Director	$0	$0	$0
SAPPHIRA GORADIA	VICE CHAIR	10.00	Officer Director	$0	$0	$0
RENEE KAPLAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$280,000	$14,000	$294,000
RACHEL SIMON	TREASURER & CHIEF OPERATING OFFICER	40.00	Officer	$170,583	$29,596	$200,179
ALISA TANTRAPHOL	MANAGING DIRECTOR	40.00	Highest	$139,917	$16,386	$156,303
LESLIE GROSS	GEN COUNSEL AND MANAGING D	40.00	Highest	$170,248	$35,984	$206,232
MARGARET R NEILSON	CHIEF MARKETING OFFICER	40.00	Highest	$240,625	$42,633	$283,258
BRADY ESSMANN	CHIEF REVENUE OFFICER	40.00	Highest	$165,792	$37,135	$202,927

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	$6,401,532	$4,983,617	$1,607,962	$1,417,915
2023	$3,603,903	$3,978,086	$260,413	$-374,183
2022	$3,416,908	$4,014,951	$437,872	$-598,043
2021	$3,129,311	$2,695,366	$872,513	$433,945
2020	$2,507,817	$2,537,592	$443,987	$-29,775
2019	$2,235,632	$2,109,852	$386,108	$125,780
2018	$1,423,325	$1,888,901	$555,877	$-465,576

THE PHILANTHROPY WORKSHOP INC DBA FORWARD GLOBAL