FIRSTGEN FORWARD: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FIRSTGEN FORWARD (EIN 99-3297663)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202641349349305169
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:56:38-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 993297663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRSTGEN FORWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 2022657500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE BANNISTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022657500 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Principal Officer | STEPHANIE BANNISTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,696,035 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FIRSTGENFORWARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2024 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $7,104,538 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $589,739 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $1,758 | CYOtherRevenueAmt |
| CY Total Revenue | $7,696,035 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $109,788 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $4,108,215 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $563,516 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $2,160,006 | CYOtherExpensesAmt |
| CY Total Expenses | $6,378,009 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | $1,318,026 | CYRevenuesLessExpensesAmt |
| Total Assets EOY | $6,297,784 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $5,204,483 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances EOY | $1,093,301 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FIRSTGEN FORWARD IS THE PREMIER SOURCE FOR STUDENT SUCCESS THROUGH A FIRST-GENERATION LENS, EQUIPPING THE HIGHER EDUCATION COMMUNITY WITH EVIDENCE-BASED APPROACHES, DATA-INFORMED STRATEGIES, PROFESSIONAL DEVELOPMENT, AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,026,958 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $473,541 | RevenueAmt |
| Desc | NETWORK PROGRAMS & RECRUITMENT: THE FIRSTGEN FORWARD NETWORK INCLUDES NEARLY 500 COLLEGES AND UNIVERSITIES ENGAGED IN A THREE-PHASED APPROACH DEDICATED TO ADVANCING THE SUCCESS OF FIRST-GENERATION STUDENTS. THESE ACTIVITIES INCLUDE PERSONNEL, TRAINING, RESOURCE DEVELOPMENT, TRAVEL, INSTITUTIONAL SCHOLARSHIPS, WORKSHOPS, AND TECHNOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,078,871 | ExpenseAmt |
| Revenue | $5,611 | RevenueAmt |
| Desc | RESEARCH & PUBLICATIONS: ADVANCING THE FIELD AND ADDRESSING KNOWLEDGE GAPS REQUIRES A ROBUST REPOSITORY OF RESEARCH AND PUBLICATIONS. THESE ACTIVITIES INCLUDE THE MANAGEMENT OF THE JOURNAL OF FIRST-GENERATION STUDENT SUCCESS, RESEARCH AND DATA ANALYSIS, NEW PUBLICATIONS, PERSONNEL, TRAVEL, TECHNOLOGY, AND RESOURCE DISSEMINATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $659,996 | ExpenseAmt |
| Grant | $59,788 | GrantAmt |
| Revenue | $110,587 | RevenueAmt |
| Desc | EXTERNAL ENGAGEMENT & CONFERENCES: CONFERENCES AND EVENTS ARE THE PRIMARY OUTLET FOR INFORMATION DISSEMINATION AND KNOWLEDGE SHARING. THESE ACTIVITIES INCLUDE PERSONNEL, RESOURCE DEVELOPMENT, SPEAKING ENGAGEMENTS, CONVENINGS, TRAVEL, CONTENT CREATION, AND TECHNOLOGY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,765,825 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVIA NEMBHARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027191170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ERIC SUDER | |||||||
| BOARD MEMBER | 37.50 | Yes (X) | $0 | $0 | $0 | ||
| JEANINE WARD-ROOF | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANITA BROWN YOUNG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH SUDER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN KRUGER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE JONES | |||||||
| CEO, (UNTIL 6/30/2025) | 37.50 | $388,224 | $0 | $65,651 | Yes (X) | ||
| SAMUEL GOESSLING | |||||||
| SENIOR VP, GROWTH & SP | 37.50 | $338,933 | $0 | $44,873 | Yes (X) | ||
| SARAH WHITLEY | |||||||
| EXECUTIVE VICE PRESIDENT | 37.50 | $174,665 | $0 | $7,596 | Yes (X) | ||
| MEGAN STONE | |||||||
| ASSISTANT VP, GROWTH & OPS | 37.50 | $145,486 | $0 | $18,520 | Yes (X) | ||
| STEPHANIE BANNISTER | |||||||
| PRESIDENT, (FROM 11/1/2025) | 37.50 | $133,475 | $0 | $20,988 | Yes (X) | ||
| DEANA WAINTRAUB STAFFORD | |||||||
| VP, FIELD DEV & ENGAGEMENT | 37.50 | $113,916 | $0 | $13,160 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,294,699 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $170,788 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NASPA | |||||
| ONE DUPONT CIRCLE NW SUITE 300 | WASHINGTON | DC | 20036 | MANAGEMENT SERVICES | $580,791 |
| NATIONAL STUDENT CLEARINGHOUSE | |||||
| 2300 DULLES STAT BLVD 220 | HERNDON | VA | 20171 | PDP MEMBERSHIP FEES | $183,690 |
| PHASE TWO ADVISORY LLC | |||||
| ONE COUNTRYSIDE LANCE | CHERRY HILLS VILLAGE | CO | 80121 | LANDSCAPE SCAN | $176,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $7,104,538 | AllOtherContributionsAmt |
| Total Contributions | $7,104,538 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING | 900099 | $461,843 | $461,843 |
| CONFERENCES | 900099 | $110,587 | $110,587 |
| REGISTRATION | 900099 | $11,698 | $11,698 |
| PUBLICATION SALES | 900099 | $5,611 | $5,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $589,739 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,758 | TotalRevenueColumnAmt |
| Exclusion | $1,758 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,758 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,696,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $589,739 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,758 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,788 | TotalAmt |
| Program Services | $59,788 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,796 | TotalAmt |
| Program Services | $118,759 | ProgramServicesAmt |
| Management And General | $118,759 | ManagementAndGeneralAmt |
| Fundraising | $356,278 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,776,085 | TotalAmt |
| Program Services | $1,890,706 | ProgramServicesAmt |
| Management And General | $781,138 | ManagementAndGeneralAmt |
| Fundraising | $104,241 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,227 | TotalAmt |
| Program Services | $140,642 | ProgramServicesAmt |
| Management And General | $57,063 | ManagementAndGeneralAmt |
| Fundraising | $2,522 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,818 | TotalAmt |
| Program Services | $185,913 | ProgramServicesAmt |
| Management And General | $101,190 | ManagementAndGeneralAmt |
| Fundraising | $25,715 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,289 | TotalAmt |
| Program Services | $136,138 | ProgramServicesAmt |
| Management And General | $60,466 | ManagementAndGeneralAmt |
| Fundraising | $28,685 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,791 | TotalAmt |
| Program Services | $936 | ProgramServicesAmt |
| Management And General | $579,855 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,198 | TotalAmt |
| Management And General | $10,198 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,060 | TotalAmt |
| Management And General | $3,060 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,820 | TotalAmt |
| Program Services | $472,620 | ProgramServicesAmt |
| Management And General | $31,200 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,094 | TotalAmt |
| Program Services | $102,446 | ProgramServicesAmt |
| Management And General | $12,343 | ManagementAndGeneralAmt |
| Fundraising | $4,305 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,194 | TotalAmt |
| Program Services | $9,223 | ProgramServicesAmt |
| Management And General | $2,430 | ManagementAndGeneralAmt |
| Fundraising | $541 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,180 | TotalAmt |
| Program Services | $209,489 | ProgramServicesAmt |
| Management And General | $126,247 | ManagementAndGeneralAmt |
| Fundraising | $23,444 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,039 | TotalAmt |
| Program Services | $98,761 | ProgramServicesAmt |
| Management And General | $103,132 | ManagementAndGeneralAmt |
| Fundraising | $4,146 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,474 | TotalAmt |
| Program Services | $219,761 | ProgramServicesAmt |
| Management And General | $26,478 | ManagementAndGeneralAmt |
| Fundraising | $9,235 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,522 | TotalAmt |
| Program Services | $35 | ProgramServicesAmt |
| Management And General | $16,487 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HONORARIUM | $65,220 | $56,103 | $6,759 | $2,358 |
| PAYROLL FEES | $8,554 | $5,169 | $2,296 | $1,089 |
| EMPLOYEE SEARCH | $8,440 | $3,457 | $4,427 | $556 |
| MISCELLANEOUS | $5,975 | $2,448 | $3,134 | $393 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,445 | TotalAmt |
| Program Services | $3,431 | ProgramServicesAmt |
| Management And General | $2,006 | ManagementAndGeneralAmt |
| Fundraising | $8 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,378,009 | TotalAmt |
| Program Services | $3,765,825 | ProgramServicesAmt |
| Management And General | $2,048,668 | ManagementAndGeneralAmt |
| Fundraising | $563,516 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,537,494 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,620,067 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $75,454 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $28,370 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $36,399 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,297,784 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $654,890 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,039,442 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,510,151 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,204,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,093,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,093,301 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,297,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,318,026 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$224,725 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,104,538 | CurrentTaxYearAmt |
| Total | $7,104,538 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7,104,538 | CurrentTaxYearAmt |
| Total | $7,104,538 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,656,891 | SubstantialContributorsTotAmt |
| Public Support Total170 | $447,647 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,758 | CurrentTaxYearAmt |
| Total | $1,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,106,296 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $589,739 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $13,576 |
| DUE TO NASPA | $1,496,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,510,151 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D: PART X, OTHER LIABILITIES | FormAndLineReferenceDesc |
| Explanation | THE $1,496,575 DUE TO NASPA IS THE 06/30/2025 BALANCE WHICH IS NET OF ALL OF THE TWO ENTITIES' TRANSACTIONS. THIS AMOUNT WAS PAID BY FGF AFTER 06/30/2025. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EUGENIO MARIA DE HOSTOS COMMUNITY COLLEGE FOUNDATION | |||||||||
| 500 GRAND CONCOURSE D-214 | BRONX | NY | 10451 | 133116643 | 501(C)(3) | $10,000 | $0 | TIAA INNOVATION AWARD | |
| ATLANTA METROPOLITAN STATE COLLEGE | |||||||||
| 1630 METROPOLITAN PARKWAY SW | ATLANTA | GA | 30310 | 581190222 | 501(C)(3) | $10,000 | $0 | TIAA INNOVATION AWARD | |
| FOOTHILL-DE ANZA COMMUNITY COLLEGES FOUNDATION | |||||||||
| 12345 EL MONTE ROAD | LOS ALTOS HILLS | CA | 94022 | 943258220 | 501(C)(3) | $10,000 | $0 | TIAA INNOVATION AWARD | |
| TALLADEGA COLLEGE | |||||||||
| 627 W BATTLE STREET | TALLADEGA | AL | 35160 | 630288870 | 501(C)(3) | $10,000 | $0 | TIAA INNOVATION AWARD | |
| THE UNIVERSITY OF ARIZONA | |||||||||
| THRIVE CENTER-BASC 1435 E 4TH | TUCSON | AZ | 85721 | 742652689 | GOVT | $10,000 | $0 | TIAA INNOVATION AWARD | STREET SUITE 102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR SCHOOLING | GrantTypeTxt |
| Recipient | 62 | RecipientCnt |
| Cash Grant | $59,788 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESEARCH GRANTS ARE ISSUED AND THE RECIPIENT IS REQUIRED TO SUBMIT A COMPLETE SUMMARY ALONG WITH DETAILED RECEIPTS OF THEIR PROJECT WITHIN 6 MONTHS OF THE COMPLETION OF THE PROJECT. RECIPIENTS ARE THEN REQUIRED TO SUBMIT A DETAILED ACCOUNT OF HOW THE FUNDS WERE EXPENDED NO LATER THAN 18 MONTHS AFTER THE RECEIPT OF THE GRANT FUNDS. SCHOLARSHIP RECIPIENTS MUST SUBMIT THEIR APPLICATIONS BY JULY. THEY ARE REVIEWED BY A GROUP OF PARTICIPANTS AND AWARDS ARE PROVIDED DIRECTLY TO THE SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAURICE JONES | ||||||||||||||
| CEO, (UNTIL 6/30/2025) | $388,224 | $0 | $0 | $0 | $0 | $0 | $48,600 | $0 | $17,051 | $0 | $453,875 | $0 | $0 | $0 |
| SAMUEL GOESSLING | ||||||||||||||
| SENIOR VP, GROWTH & SP | $338,933 | $0 | $0 | $0 | $0 | $0 | $28,065 | $0 | $16,808 | $0 | $383,806 | $0 | $0 | $0 |
| SARAH WHITLEY | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $174,665 | $0 | $0 | $0 | $0 | $0 | $3,571 | $0 | $4,025 | $0 | $182,261 | $0 | $0 | $0 |
| MEGAN STONE | ||||||||||||||
| ASSISTANT VP, GROWTH & OPS | $145,486 | $0 | $0 | $0 | $0 | $0 | $8,935 | $0 | $9,585 | $0 | $164,006 | $0 | $0 | $0 |
| STEPHANIE BANNISTER | ||||||||||||||
| PRESIDENT, (FROM 11/1/2025) | $133,475 | $0 | $0 | $0 | $0 | $0 | $11,296 | $0 | $9,692 | $0 | $154,463 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. THE VICE PRESIDENT WORKED CLOSELY WITH THE CONTROLLER BEFORE IT WAS FILED. ONCE IT WAS FILED, IT WAS THEN REVIEWED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL BOARD MEMBERS AND STAFF MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT TO INDICATE COMPLIANCE WITH THE POLICY. ALL STATEMENTS ARE REVIEWED BY THE EXECUTIVE OFFICERS. IF THERE IS A CONFLICT OF INTEREST, IT IS RESOLVED AS FOLLOWS: IF A CONFLICT ARISES WITH AN EMPLOYEE, THE EXECUTIVE OFFICERS MEET WITH THE EMPLOYEE TO RESOLVE THE CONFLICT. IF A CONFLICT ARISES WITH AN EXECUTIVE OFFICER, THE OFFICER MEETS WITH THE EXECUTIVE COMMITTEE TO RESOLVE THE CONFLICT. IF A CONFLICT ARISES WITH A BOARD MEMBER, THE MEMBER MEETS WITH THE EXECUTIVE COMMITTEE TO RESOLVE THE CONFLICT. THE PROCESS FOR RESOLUTION IS AS FOLLOWS: BOARD ACTION - WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD, THE INTERESTED PERSON CALLS IT TO THE ATTENTION OF THE BOARD AND THAT PERSON DOES NOT VOTE ON THE MATTER. IN ADDITION, THE INTERESTED PERSON DOES NOT PARTICIPATE IN THE FINAL DECISION OR RELATED DELIBERATION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT EXISTS, THE MATTER IS RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS, EXCLUDING THE INTERESTED PERSON. RECORD OF CONFLICT - THE OFFICIAL MINUTES OF THE BOARD REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON DID NOT PARTICIPATE IN THE FINAL DISCUSSION AND DID NOT VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION FOLLOWS THE UNRELATED ORGANIZATION SALARY REVIEW POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE CONTROLLER. |
| FORM 990 PART VIII, LINE IF | FISCAL SPONSORSHIP AND GRANT ACTIVITY DURING FISCAL YEAR 2025, THE NATIONAL ASSOCIATION OF STUDENT PERSONNEL ADMINISTRATORS (NASPA) SERVED AS A FISCAL SPONSOR FOR CERTAIN GRANT-FUNDED ACTIVITIES OF FIRSTGEN FORWARD (FGF). UNDER THIS ARRANGEMENT, SPECIFIC GRANTS WERE AWARDED TO NASPA ON BEHALF OF FGF, AND NASPA ADMINISTERED THESE FUNDS IN A FIDUCIARY CAPACITY FOR THE BENEFIT OF FGF'S PROGRAMS. CONSISTENT WITH APPLICABLE ACCOUNTING GUIDANCE, AMOUNTS RECEIVED UNDER THESE FISCAL SPONSORSHIP ARRANGEMENTS WERE NOT RECOGNIZED AS REVENUE BY NASPA, AS NASPA DID NOT HAVE VARIANCE POWER OR DISCRETION OVER THE USE OF THE FUNDS. INSTEAD, SUCH AMOUNTS WERE RECORDED AS LIABILITIES (AMOUNTS HELD ON BEHALF OF FGF) UNTIL DISBURSED OR TRANSFERRED. BECAUSE THE GRANTS WERE AWARDED TO NASPA RATHER THAN DIRECTLY TO FGF DURING FISCAL YEAR 2025, THE RELATED GRANTORS ARE NOT REFLECTED AS CONTRIBUTORS ON FGF'S SCHEDULE B. SUBSEQUENT TO JUNE 30, 2025, NASPA AND FGF HAVE STARTED THE TRANSFER PROCESS WHICH ALL REMAINING ASSETS AND LIABILITIES ASSOCIATED WITH THESE FISCAL SPONSORSHIP ARRANGEMENTS WERE TRANSFERRED TO FGF AS PART OF ITS TRANSITION TO AN INDEPENDENT 501(C)(3) ORGANIZATION AFTER RECEIVING TAX-EXEMPT STATUS IN JUNE 2025. ALL OF THESE TRANSFERS WILL BE COMPLETE PRIOR TO JUNE 30, 2026. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF LIABILITY FROM FISCAL SPONSOR -224,725. |
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