2026-05-14T10:56:38-05:00 2025-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-07-01 993297663 FIRSTGEN FORWARD FIRS 2022657500 ONE DUPONT CIRCLE NW 300 WASHINGTON DC 20036 STEPHANIE BANNISTER PRESIDENT 2022657500 2026-05-14 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z X STEPHANIE BANNISTER ONE DUPONT CIRCLE NW 300 WASHINGTON DC 20036 7696035 0 X WWW.FIRSTGENFORWARD.ORG X 2024 DC SEE PART III, LINE 1. 5 5 0 5 0 0 7104538 589739 0 1758 7696035 109788 0 4108215 0 563516 2160006 6378009 1318026 6297784 5204483 1093301 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. 0 0 2026958 50000 473541 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. 1078871 5611 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. 659996 59788 110587 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. 3765825 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X OLIVIA NEMBHARD 2027191170 ONE DUPONT CIRCLE NW 300 WASHINGTON DC 20036 ERIC SUDER BOARD MEMBER 37.50 X 0 0 0 JEANINE WARD-ROOF BOARD MEMBER 1.00 X 0 0 0 DANITA BROWN YOUNG BOARD MEMBER 1.00 X 0 0 0 DEBORAH SUDER BOARD MEMBER 1.00 X 0 0 0 KEVIN KRUGER BOARD MEMBER 1.00 X 0 0 0 MAURICE JONES CEO, (UNTIL 6/30/2025) 37.50 X 388224 0 65651 SAMUEL GOESSLING SENIOR VP, GROWTH & SP 37.50 X 338933 0 44873 SARAH WHITLEY EXECUTIVE VICE PRESIDENT 37.50 X 174665 0 7596 MEGAN STONE ASSISTANT VP, GROWTH & OPS 37.50 X 145486 0 18520 STEPHANIE BANNISTER PRESIDENT, (FROM 11/1/2025) 37.50 X 133475 0 20988 DEANA WAINTRAUB STAFFORD VP, FIELD DEV & ENGAGEMENT 37.50 X 113916 0 13160 1294699 0 170788 7 0 1 0 NASPA ONE DUPONT CIRCLE NW SUITE 300 WASHINGTON DC 20036 MANAGEMENT SERVICES 580791 NATIONAL STUDENT CLEARINGHOUSE 2300 DULLES STAT BLVD 220 HERNDON VA 20171 PDP MEMBERSHIP FEES 183690 PHASE TWO ADVISORY LLC ONE COUNTRYSIDE LANCE CHERRY HILLS VILLAGE CO 80121 LANDSCAPE SCAN 176146 5 X 7104538 7104538 CONSULTING 900099 461843 461843 CONFERENCES 900099 110587 110587 REGISTRATION 900099 11698 11698 PUBLICATION SALES 900099 5611 5611 589739 MISCELLANEOUS 900099 1758 1758 1758 7696035 589739 0 1758 50000 50000 59788 59788 593796 118759 118759 356278 2776085 1890706 781138 104241 200227 140642 57063 2522 312818 185913 101190 25715 225289 136138 60466 28685 580791 936 579855 10198 10198 3060 3060 503820 472620 31200 119094 102446 12343 4305 12194 9223 2430 541 359180 209489 126247 23444 206039 98761 103132 4146 255474 219761 26478 9235 16522 35 16487 HONORARIUM 65220 56103 6759 2358 PAYROLL FEES 8554 5169 2296 1089 EMPLOYEE SEARCH 8440 3457 4427 556 MISCELLANEOUS 5975 2448 3134 393 5445 3431 2006 8 6378009 3765825 2048668 563516 4537494 1620067 75454 28370 0 36399 0 6297784 654890 3039442 0 1510151 0 5204483 X 1093301 0 1093301 0 6297784 X 1318026 -224725 X 0 0 0 X 0 7104538 7104538 7104538 7104538 6656891 447647 1758 1758 7106296 589739 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEFERRED COMPENSATION 13576 DUE TO NASPA 1496575 1510151 SCHEDULE D: PART X, OTHER LIABILITIES 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. 1 EUGENIO MARIA DE HOSTOS COMMUNITY COLLEGE FOUNDATION 500 GRAND CONCOURSE D-214 BRONX NY 10451 133116643 501(C)(3) 10000 0 TIAA INNOVATION AWARD ATLANTA METROPOLITAN STATE COLLEGE 1630 METROPOLITAN PARKWAY SW ATLANTA GA 30310 581190222 501(C)(3) 10000 0 TIAA INNOVATION AWARD FOOTHILL-DE ANZA COMMUNITY COLLEGES FOUNDATION 12345 EL MONTE ROAD LOS ALTOS HILLS CA 94022 943258220 501(C)(3) 10000 0 TIAA INNOVATION AWARD TALLADEGA COLLEGE 627 W BATTLE STREET TALLADEGA AL 35160 630288870 501(C)(3) 10000 0 TIAA INNOVATION AWARD THE UNIVERSITY OF ARIZONA THRIVE CENTER-BASC 1435 E 4TH STREET SUITE 102 TUCSON AZ 85721 742652689 GOVT 10000 0 TIAA INNOVATION AWARD 5 0 SCHOLARSHIPS FOR SCHOOLING 62 59788 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 MAURICE JONES CEO, (UNTIL 6/30/2025) 388224 0 0 0 0 0 48600 0 17051 0 453875 0 0 0 SAMUEL GOESSLING SENIOR VP, GROWTH & SP 338933 0 0 0 0 0 28065 0 16808 0 383806 0 0 0 SARAH WHITLEY EXECUTIVE VICE PRESIDENT 174665 0 0 0 0 0 3571 0 4025 0 182261 0 0 0 MEGAN STONE ASSISTANT VP, GROWTH & OPS 145486 0 0 0 0 0 8935 0 9585 0 164006 0 0 0 STEPHANIE BANNISTER PRESIDENT, (FROM 11/1/2025) 133475 0 0 0 0 0 11296 0 9692 0 154463 0 0 0 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.