Forum Charitable Fund Fka Forum Health Fund
Nonprofit profile at a glance
- EIN
- 831236046
- IRS 990-EZ coverage
- 2019–2025
- Forms available
- Form 990-EZ 2025
- Location
- Cupertino, CA, USA
- Phone
- 6509889300
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
Reported finances
- Revenue
- $189,682
- Expenses
- $112,257
- Assets
- $239,799
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- JOHN MONROE (PRESIDENT)
People named in this filing
- CATHERINE COTTER (GRANTS CHAIR)
- NADJA JACKSON (COMMUNITY RELATIONS)
- ED COHEN (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization's primary purposes are 1) to promote healthy aging, including cognitive wellness, pain management, safety, education, and enrichment and 2) to support innovations in aging and 3) to engage in any other charitable activity pertaining to seniors.
What it reported doing in 2025
To promote healthy aging, including cognitive wellness, pain management, safety, education, and enrichment and to support innovations in aging and to engage in any other charitable activity pertaining to seniors.
Operating model
- Revenue model
- Donor-supported. 98% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work.
Rating breakdown
- Financial Efficiency: 68
- Transparency & Controls: 100
- Sustainability: 81
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 54.4%; rating input score 54
- Program expense ratio: 91.9%; rating input score 92
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 40.8%; rating input score 88; 88th percentile among comparable filings
- Total-asset coverage ratio: 2.14; rating input score 81; 81st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 17.3% per year; rating input score 100; 71st percentile among comparable filings
- Revenue growth: 14.9% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: 23.3% per year; rating input score 100; 81st percentile among comparable filings
Details
- Where the money goes: 54.4% of revenue deployed · 91.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $103K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 54/100.