Civic Intelligence

Forward Legal Inc.

EIN 93-1940590 • Hartland, WI

Pub. 78 Eligible990-N CoverageNTEE I80

Profile

To provide low-cost estate planning services to further the mission of parochial institutions.

249 Pawling Ave Ste 207Hartland, WI 53029

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

28th percentile

-7.5%

Higher net margin than 28% of similar nonprofits.

NTEE I • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$41,942

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 53.9% of source-year revenue.

NTEE I • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

$6,751

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$6,751

No earlier filing loaded for comparison.

Revenue

$77,779

No earlier filing loaded for comparison.

Expenses

$83,576

No earlier filing loaded for comparison.

Net Income

-$5,797

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2025: $6,751Net Assets 2025: $6,7512025

Highlighted filing

2025

Assets$6,751
Liabilities-
Net Assets$6,751

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2025: $77,779Expenses 2025: $83,576Net Income 2025: -$5,7972025

Highlighted filing

2025

Revenue$77,779
Expenses$83,576
Net Income-$5,797

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.75$6.75$77.8$83.6$5.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 7, 2026
Return Version
2025v4.1
Gross Receipts
$77,779
Mission and Program Overview

Mission

To provide low-cost estate planning services to further the mission of parochial institutions.

Program Services

DescriptionGrantsExpenses
Completion of over 100 low-cost estate plans-$84,355
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nathan OsbornPresidentFT$41,942-$41,942
Filing and Contact Details

Filer

Filer Name
Forward Legal Inc
EIN
93-1940590
Address
249 Pawling Ave Ste 207, Hartland, WI 53029

Signing Officer

Name
Nathan Osborn
Title
President
Signed
2026-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Nylen & Partners LLC
Address
249 Pawling Ave Ste 112, Hartland, WI 53029-2053
Preparer
Paul Nylen
Phone
5154915752
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $4231

Other Expenses.1003

Information Technology $7578

Other Expenses.1005

Travel $59

Other Expenses.1007

Conferences, Conventions, and Meetings $3512

Other Expenses.1

Other operating expenses $20880

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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