Forward Legal Inc
Nonprofit profile at a glance
- EIN
- 931940590
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Hartland, WI, USA
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Legal Services
Reported finances
- Revenue
- $77,779
- Expenses
- $83,576
- Assets
- $6,751
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
1 person listed
Executive titles in this filing
- Nathan Osborn (President)
People named in this filing
- Nathan Osborn (President)
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
To provide low-cost estate planning services to further the mission of parochial institutions.
What it reported doing in 2025
Completion of over 100 low-cost estate plans
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 18
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -7.5%; rating input score 31; 31st percentile among comparable filings
- Total-asset coverage ratio: 0.08; rating input score 12; 12th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 50.2%; rating input score 3; 3rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $84K in reported program spending
- Leadership: top reported pay $0 · 1 people listed
- Consistency: 5 of 6 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Moderate — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- Moderate — Sustainability: Operating margin scored 31/100.
- High — Sustainability: Total-asset coverage ratio scored 12/100.
- High — Sustainability: Officer compensation ratio scored 3/100.