2024-03-18T10:39:24-05:00 2023-06-30 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2022-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073733 7064 EASTERN AVENUE NW WASHINGTON DC 20012 NEIL SUMILAS CHIEF OPERATING OFFICER 2022073733 2024-03-05 1 NEIL SUMILAS 999009999 0 KATSIARYNA VASILIEV P02167272 4107205220 2024-03-05 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z NEIL SUMILAS 7064 EASTERN AVENUE NW WASHINGTON DC 20012 8055224 0 X WWW.FORUMFYI.ORG X 2002 DC WE ADVANCE EQUITABLE YOUTH OPPORTUNITIES AND OUTCOMES THROUGH QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS. 11 11 72 11 0 0 5073758 4271238 3975083 3729426 7293 52188 0 2372 9056134 8055224 562355 44000 0 0 5064184 4456537 0 0 51666 4198091 4904929 9824630 9405466 -768496 -1350242 7481475 5954216 1069090 892073 6412385 5062143 X OUR WORK IS GUIDED BY OUR STRATEGIC PLAN - STRONGER SYSTEMS, STRONGER YOUTH - AND ANCHORED IN OUR VISION THAT ALL YOUNG PEOPLE REACH THEIR FULLEST POTENTIAL - IN EDUCATION, WORK, AND LIFE. BY FOCUSING ON QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS. THE FORUM CONNECTS LEADERS IN YOUTH DEVELOPMENT TO THE RESOURCES AND SERVICES THEY NEED TO CREATE EQUITABLE OPPORTUNITIES AND OUTCOMES FOR ALL YOUNG PEOPLE. OUR CORE PRIORITIES ARE FOCUSED IN THREE BROAD AREAS:1. IMPROVING PROGRAM QUALITY IN YOUTH DEVELOPMENT SYSTEMS, LEVERAGING CONTINUOUS QUALITY IMPROVEMENT TOOLS, RESOURCES, AND FRAMEWORKS ALONG WITH RESEARCH AND EVALUATION.2. BUILDING PRACTITIONER AND SYSTEM LEADER CAPACITY, PROVIDING CONSULTATION, TRAINING, AND TECHNICAL ASSISTANCE AND CO-DESIGNING INNOVATIVE SOLUTIONS THAT SUPPORT POSITIVE YOUTH DEVELOPMENT.3. CONVENING THE YOUTH DEVELOPMENT ECOSYSTEM TO SHARE POLICY, IDENTIFYING GAPS AND BUILDING RELATIONSHIPS TO ADVANCE A YOUTH POLICY AGENDA. 0 1 4232146 0 3361311 YOUTH PROGRAM QUALITY (F/K/A STRENGTHENING PRACTICES AND PROGRAMS):THE FORUM IS EXPANDING ITS IMPLEMENTATION OF THE YOUTH PROGRAM QUALITY IMPROVEMENT (YPQI) APPROACH AND CONTINUOUS QUALITY IMPROVEMENT (CQI) SYSTEMS BEYOND OUT-OF-SCHOOL TIME (OST) PROGRAMS. BASED ON ITS LONG-STANDING EXPERTISE AND EXPERIENCE, THE FORUM DEPLOYS BOTH PROGRAM QUALITY TOOLS AND EVALUATION SERVICES ACROSS THE YOUTH DEVELOPMENT FIELD. 1439664 251274 CROSS SYSTEM CONSULTING (F/K/A PLANNING AND PARTNERSHIP FOR IMPACT):THE FORUM DESIGNS AND IMPLEMENTS NEW AND IMPROVED STRATEGIES TO SUPPORT POSITIVE YOUTH DEVELOPMENT THROUGH CONSULTATION, TRAINING AND TECHNICAL ASSISTANCE FOR SYSTEMS LEADERS AND PRACTITIONERS. TO PROVIDE MORE ACTIONABLE GUIDANCE, THE FORUM SERVES AS A COLLABORATOR AND ADVISOR TO SYSTEMS LEADERS AND PRACTITIONERS IN THE FIELD. 1352262 44000 116841 POLICY (F/K/A IMPROVING AND ALIGNING POLICIES):PROMOTING CROSS-SYSTEM COLLABORATION AND ENABLING A UNIFIED FRONT ON POLICY DECISIONS. THE FORUM PROVIDES OPPORTUNITIES FOR CONVENING AND CONNECTION AMONG ALL STAKEHOLDERS, INCLUDING YOUTH, FAMILIES, COMMUNITIES, SYSTEM LEADERS, PRACTITIONERS, FUNDERS, AND POLICYMAKERS. 7024072 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 5 0 1 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY OR WA X THE ORGANIZATION 2022073733 7064 EASTERN AVENUE NW WASHINGTON DC 20012 BRYAN SAMUELS BOARD CHAIR AND POLICY COMMITTE CHAIR 1.00 X X 0 0 0 SUZETTE L HARVEY BOARD VICE CHAIR 1.00 X X 0 0 0 W DAVID STEVENS DIRECTOR 1.00 0.50 X 0 0 0 WENDY-ANNE ROBERTS-JOHNSON DIRECTOR 1.00 X 0 0 0 KIMBERLY PHAM DIRECTOR 1.00 X 0 0 0 NICOLE YOHALEM PROGRAM COMMITTEE CHAIR 1.00 X 0 0 0 NANCY GANNON HORNBERGER DIRECTOR 1.00 X 0 0 0 DANIELLE GOONAN FINANCE COMMITTEE CHAIR 1.00 0.50 X 0 0 0 FELIPE FRANCO DIRECTOR 1.00 X 0 0 0 STEVE FLEISCHMAN DIRECTOR 1.00 0.50 X 0 0 0 ERICKA MILLER DIRECTOR 1.00 X 0 0 0 THADDEUS FERBER EXECUTIVE VICE PRESIDENT 40.00 X 120987 0 12989 TIFFANY ERICKSON EVP, STRATEGIC COMMUNICATIONS 40.00 X 133842 0 7381 KIMBERLY ROBINSON EVP, YOUTH PROGRAM QUALITY 40.00 X 160285 0 18376 MISHAELA DURAN PRESIDENT AND CEO 40.00 X 235000 0 6054 CAITLIN JOHNSON CREATIVE DIRECTOR, SPARKACTION 40.00 X 126910 0 25899 JO ANN PAANIO DIRECTOR, ADVOCACY 40.00 X 112370 0 3096 RONG TURNER DIRECTOR, BUDGET & FINANCE 40.00 X 123222 0 18722 DAVID MARTINEAU DIRECTOR, COACHING & TRAINING 40.00 X 114398 0 11166 JOSEPH BERTOLETTI VICE PRESIDENT 40.00 X 131273 0 24832 1258287 0 128515 9 0 1 0 ALICIA WILSON-AHLSTROM 916 PARK DRIVE FLOSSMOOR IL 60422 COACHING, CONSULTING, AND EXPERT TECHNIC 166118 DALBERG CONSULTING US LLC 155 WEST 23RD STREET 6TH FLOOR NEW YORK NY 10011 CONSULTING STRATEGIC PLAN MILESTONE PROJ 151778 CENTER FOR CREATIVE LEADERSHIP ONE LEADERSHIP PLACE GREENSBORO NC 27410 CONSULTING SERVICE AMERICAN EXPRESS CONV 103975 PRISCILLA LITTLE 19 VERNON ST MEDFORD MA 02155 COACHING, CONSULTING, AND EXPERT TECHNIC 102625 4 248097 550000 3473141 4271238 CONTRACT REVENUE 900099 3042773 3042773 PROGRAM SERVICE FEES 900099 466559 466559 PUBLICATION AND SALES 900099 121844 121844 LICENSING FEES 900099 98250 98250 3729426 52188 52188 MISCELLANEOUS 900099 2372 2372 2372 8055224 3729426 0 54560 X 44000 44000 677900 413521 231272 33107 3082356 2500016 571581 10759 70445 55996 14032 417 353635 274411 75576 3648 272201 208283 60428 3490 285013 89643 195370 13463 13463 32874 32874 1817854 1540531 277323 9594 9594 66434 44302 22132 180255 163499 16756 392708 392708 403975 397690 6040 245 577572 557130 20442 60984 60984 19139 19139 LOSS FROM DISCONTINUED 777617 777617 POSTAGE AND PRINTING 159890 159870 20 IMPAIRMENT 80489 80489 0 MISCELLANEOUS 27068 12266 14802 9405466 7024072 2329728 51666 1450518 1109857 2826992 2079428 1307862 1051923 1000481 880000 77922 73873 623386 494618 130120 128768 405812 325323 281768 305044 7481475 5954216 665868 592751 15000 148276 5121 254946 279201 1069090 892073 X 3623726 3078675 2788659 1983468 6412385 5062143 7481475 5954216 -1350242 0 X X 0 1 X 1 0 X 7944766 9692199 5235373 5073758 4271238 32217334 7944766 9692199 5235373 5073758 4271238 32217334 17375333 14842001 37072 34052 25806 7293 52188 156411 372 372 32374117 0.45850 0.45440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1 0 1 2667 1 387 0 3054 0 PART II-B, LINE 1: THE FORUM LOBBIES CONGRESS TO SUPOORT KEY PIECES OF LEGISLATION THAT IMPROVE, ALIGN, AND FUND CHILD AND YOUTH POLICIES. 623386 494618 128768 128768 INVESTMENTS 279201 RENT DEPOSITS 25843 305044 DEFERRED COMPENSATION OBLIGATION 279201 279201 X PART X, LINE 2: THE FORUM IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES (EXCEPT TAXES ON UNRELATED BUSINESS INCOME) UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE FORUM, HOWEVER, IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME TO THE INTERNAL REVENUE SERVICE (IRS) AND THE DISTRICT OF COLUMBIA. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR THE YEAR ENDED JUNE 30, 2023 SINCE THE FORUM HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE INCOME TAX POSITIONS TAKEN BY THE FORUM FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE FORUM CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT IT HAS PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE FORUM BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. THE FORUM EVALUATED ITS UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. NONE OF THE FORUM'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. 1 MINNEAPOLIS YOUTH COORDINATING BOARD 330 2ND AVENUE SOUTH SUITE 540 MINNEAPOLIS MN 55401 411566656 GOVERNMENT 9000 0 TO SUPPORT READINESS PROJECTS IOWA DEPARTMENT OF HUMAN RIGHTS 321 E 12TH ST DES MOINES IA 50319 420919127 GOVERNMENT 35000 0 TO SUPPORT READINESS PROJECTS 2 0 PART I, LINE 2: THE ORGANIZATION REQUIRES RECIPIENTS TO SUBMIT REPORTS DETAILING THE OUTCOMES OF PROGRAMS AND USE OF FUNDS. 1 X X 0 1 0 0 0 0 0 0 0 MISHAELA DURAN PRESIDENT AND CEO 235000 0 0 0 0 0 6000 0 54 0 241054 0 0 0 KIMBERLY ROBINSON EVP, YOUTH PROGRAM QUALITY 160285 0 0 0 0 0 5128 0 13248 0 178661 0 0 0 JOSEPH BERTOLETTI VICE PRESIDENT 131273 0 0 0 0 0 4088 0 20744 0 156105 0 0 0 CAITLIN JOHNSON CREATIVE DIRECTOR, SPARKACTION 126910 0 0 0 0 0 4219 0 21680 0 152809 0 0 0 FORM 990, PART III, LINE 3 DETROIT YOUTH DEVELOPMENT RESOURCE CENTER: THE FORUM HAD BEEN SERVING AS THE FISCAL HOME TO THE YOUTH DEVELOPMENT RESOURCE CENTER (YDRC), AN OUT-OF-SCHOOL TIME CAPACITY BUILDER THAT ADVOCATES FOR HIGH-QUALITY AFTERSCHOOL AND SUMMER LEARNING OPPORTUNITIES FOR DETROIT'S YOUTH. THE YDRC WAS TRANSFERRED TO A NEW FISCAL SPONSOR ON MAY 24, 2023. ALL OPERATIONS OF THE YDRC WAS TRANSFERRED TO THE NEW SPONSOR DURING THE YEAR ENDED JUNE 30, 2023. AS A RESULT OF THIS TRANSFER, THE FORUM PRESENTED LOSS FROM DISCONTINUED OPERATIONS IN THE STATEMENT OF FUNCTIONAL EXPENSE DURING THE YEAR ENDED JUNE 30, 2023. FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE AND BOARD REVIEWS AND APPROVES THE 990 VIA EMAIL FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND ALL EMPLOYEES ARE REQUIRED TO ANNUALLY FILL OUT AND SIGN A DISCLOSURE. ALL EMPLOYEES RECEIVE AN EMPLOYEE HANDBOOK WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. EXECUTIVES REVIEW THE POLICY AND DISCUSS ANY POTENTIAL ISSUES, AND IF NECESSARY, WOULD TAKE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION BENCHMARKING IS PERFORMED USING PAYSCALE, WHICH IS A NATIONAL COMPENSATION AND SOFTWARE COMPANY THAT HAS 8,000 CLIENTS REPRESENTING 23 MILLION EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FORUM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 1,540,531. MANAGEMENT AND GENERAL EXPENSES 250,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,790,531. RETIREMENT PLAN FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,323. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,323. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. CADY-LEE PROPERTIES INC 7064 EASTERN AVENUE NW WASHINGTON DC 20012 470913342 PROVIDE AFFORDABLE OFFICE SPACE TO COMMUNITY ORGANIZATIONS DC 501(C)(2) THE FORUM FOR YOUTH INVESTMENT 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 CADY-LEE PROPERTIES INC C 248097 CASH CADY-LEE PROPERTIES INC K 290222 CASH