2023-05-09T11:31:42-05:00 2022-06-30 111986323 MARCUM LLP 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990 2021-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 NEIL SUMILAS CHIEF OPERATING OFFICER 2022073333 2023-05-09 1 NEIL SUMILAS 999009999 MATTHEW DUVALL CPA P01324790 3016913600 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z NEIL SUMILAS 7064 EASTERN AVENUE NW WASHINGTON DC 20012 9056134 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 62 11 0 0 5235373 5073758 2286363 3975083 19037 7293 0 0 7540773 9056134 600053 562355 0 0 5084718 5064184 0 0 51828 3903309 4198091 9588080 9824630 -2047307 -768496 9053543 7481475 1863619 1069090 7189924 6412385 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 SHAPE POLICY, IDENTIFYING GAPS AND BUILDING RELATIONSHIPS TO ADVANCE A YOUTH POLICY AGENDA. 0 0 3347410 3567040 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. 2111128 401250 145916 CROSS-SYSTEMS CONSULTING (F/K/A PLANNING AND PARTNERING 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 SYSTEM LEADERS AND PRACTITIONERS IN THE FIELD. 2032449 161105 227327 POLICY (F/K/A IMPROVING AND ALIGNING POLICIES):THE FORUM STRENGTHENS THE ECOSYSTEM AROUND YOUTH DEVELOPMENT BY 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. 720503 34800 DETROIT YOUTH DEVELOPMENT RESOURCE CENTER: THE FORUM HAS BEEN SERVING AS THE FISCAL HOME TO THE YOUTH DEVELOPMENT RESOURCE CENTER, AN OUT-OF-SCHOOL TIME CAPACITY BUILDER THAT ADVOCATES FOR HIGH-QUALITY AFTERSCHOOL AND SUMMER LEARNING OPPORTUNITIES FOR DETROIT'S YOUTH. YDRC WILL TRANSITION TO A NEW FISCAL SPONSOR IN THE SUMMER OF 2023. 720503 34800 8211490 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 1 103 0 1 62 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 X THE ORGANIZATION 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 STEVE FLEISCHMAN BOARD CHAIR 1.00 X X 0 0 0 BRYAN SAMUELS BOARD VICE CHAIR 1.00 X X 0 0 0 JAIRUS CATER DIRECTOR 1.00 X 0 0 0 GARY GLICKMAN DIRECTOR 1.00 0.50 X 0 0 0 JUDY SELTZ DIRECTOR 1.00 0.50 X 0 0 0 REBECCA GOLDBERG DIRECTOR 1.00 X 0 0 0 DANIELLE GOONAN DIRECTOR 1.00 0.50 X 0 0 0 LINDA M RODRIGUEZ DIRECTOR 1.00 X 0 0 0 W DAVID STEVENS DIRECTOR 1.00 0.50 X 0 0 0 NICOLE YOHALEM DIRECTOR 1.00 X 0 0 0 KIMBERLY PHAM DIRECTOR 1.00 X 0 0 0 KAREN PITTMAN PRESIDENT AND CEO (THRU 02/2021) 40.00 0.50 X 280343 0 43547 MERITA IRBY EXECUTIVE VICE PRESIDENT (THRU 11/2021) 40.00 0.50 X 174395 0 32453 KIMBERLY ROBINSON EXECUTIVE VICE PRESIDENT 40.00 X 165992 0 17443 THADDEUS FERBER EXECUTIVE VICE PRESIDENT 40.00 X 176348 0 17642 KRIS MINOR CHIEF OPERATING OFFICER (THRU 03/2022) 40.00 X 197445 0 12855 JOSEPH BERTOLETTI VICE PRESIDENT 40.00 X 132518 0 23538 CAITLIN JOHNSON CREATIVE DIRECTOR, SPARKACTION 40.00 X 128706 0 24520 DAVID MARTINEAU DIRECTOR OF PRODUCT DESIGN AND INNOVATION 40.00 X 109074 0 10641 KRISTA COLLINS DIRECTOR OF RESEARCH AND EVALUATION 40.00 X 114755 0 10799 LAINE CULBREATH DIRECTOR OF FINANCE AND ADMINISTRATION 40.00 X 120359 0 15862 1599935 0 209300 10 0 1 0 KATHERINE MARTINEZ 2271 ECHO PARK DRIVE CASTLE ROCK CO 80104 COACHING, CONSULTING, EXPERT TECH ASST 215564 PRISCILLA LITTLE 19 VERNON STREET MEDFORD MA 02155 COACHING, CONSULTING, EXPERT TECH ASST 202613 ALICIA WILSON-AHLSTROM 916 PARK DRIVE FLOSSMOOR IL 60422 COACHING, CONSULTING, EXPERT TECH ASST 141975 BUILD CONSULTING LLC 1101 14TH STREET NW SUITE 830 WASHINGTON DC 20005 TECHNOLOGY CONSULTING 121025 HALL GROUP HR MANAGEMENT LLC 9000 HARROVER PLACE LORTON VA 22079 HUMAN RESOURCES CONSULTING 117947 5 251343 1308312 3514103 5073758 CONTRACT REVENUE 900099 2762368 2762368 PROGRAM SERVICE FEES 900099 986661 986661 LICENSING FEES 900099 115516 115516 PUBLICATIONS AND SALES 900099 110538 110538 3975083 7293 7293 9056134 3975083 0 7293 X 562355 562355 1189257 849727 313449 26081 3090538 2566064 506030 18444 81435 67023 13844 568 373948 302246 68334 3368 329006 262991 62648 3367 221441 221441 80589 765 79824 31523 31523 2479032 2343070 135962 9220 9199 21 177035 89029 88006 299589 287913 11676 415762 415762 161654 156679 4975 69255 62368 6887 95834 95834 19484 19484 POSTAGE AND PRINTING 112481 112452 29 MISCELLANEOUS 25192 8529 16663 9824630 8211490 1561312 51828 931032 1450518 4174490 2826992 1307862 3086760 1000481 99142 77922 716109 585989 88510 130120 405812 405812 267797 281768 9053543 7481475 627750 665868 219638 148276 1016231 254946 1863619 1069090 X 1559488 3623726 5630436 2788659 7189924 6412385 9053543 7481475 -768496 -9043 0 X X 0 1 X 1 0 X 5436735 7944766 9692199 5235373 5073758 33382831 5436735 7944766 9692199 5235373 5073758 33382831 18142619 15240212 48776 37072 34052 25806 7293 152999 33535830 0.45440 0.45000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1 0 1 20075 1 2164 0 22239 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE FORUM LOBBIES CONGRESS TO SUPPORT KEY PIECES OF LEGISLATION THAT IMPROVE, ALIGN, AND FUND CHILD AND YOUTH POLICIES. 716109 585989 130120 130120 DEFERRED COMPENSATION OBLIGATION 254946 254946 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 IS REQUIRED FOR THE YEARS ENDED JUNE 30, 2022 AND 2021 SINCE THE ORGANIZATION HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE INCOME TAX POSITIONS TAKEN BY THE ORGANIZATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE ORGANIZATION CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THEY HAVE PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE ORGANIZATION 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. NONE OF THE ORGANIZATION'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. 1 NATIONAL URBAN LEAGUE 80 PINE STREET 9TH FLOOR NEW YORK NY 10005 131840489 501(C)(3) 115000 0 TO SUPPORT READINESS PROJECTS IOWA DEPARTMENT OF HUMAN RIGHTS 321 E 12TH STREET DES MOINES IA 50319 420919127 GOVERNMENT 15000 0 TO SUPPORT PARTICIPATION IN THE REALIZING THE OPPORTUNITY FOR ALL YOUTH LEARNING COHORT AMERICAN INSTITUTES FOR RESEARCH 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 250965219 501(C)(3) 125000 0 TO SUPPORT READINESS PROJECTS ALTRIA 360 HQ ANNEX RICHMOND VA 23285 133260245 PUBLIC COMPANY 40000 0 TO SUPPORT SUCCESS360 CENTER FOR CREATIVE LEADERSHIP 1 LEADERSHIP PL GREENSBORO NC 27410 237079591 501(C)(3) 103975 0 TO SUPPORT AMEX CONVERGE ACADEMY COMMUNITIES IN SCHOOLS INC 2345 CRYSTAL DR 700 ARLINGTON VA 22202 541942276 501(C)(3) 15000 0 PARTICIPATION IN APA ANTI-RACISM COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY 80 WASHINGTON STREET SUITE 201 POUGHKEEPSIE NY 12601 237026859 501(C)(3) 15000 0 YPAR ACTION COHORT SUBGRANT THE NATIONAL MENTORING PARTNERSHIP 1600 DUKE STREET ALEXANDRIA VA 22314 521674088 501(C)(3) 26250 0 PARTICIPATION IN APA ANTI-RACISM POINTS OF LIGHT FOUNDATION 600 MEANS STREET SUITE 210 ATLANTA GA 30318 650206641 501(C)(3) 7500 0 PARTICIPATION IN APA ANTI-RACISM TURNAROUND FOR CHILDREN 25 W 45TH STREET NEW YORK NY 10036 061495529 501(C)(3) 22500 0 PARTICIPATION IN APA ANTI-RACISM VIVID STROIES 103 JAVA ST APT 1L BROOKLYN NY 11222 471925032 S-CORPORATION 27130 0 LEADERSTORIES VIDEO PRODUCTION AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATION 1615 DUKE STREET ALEXANDRIA VA 22314 541999773 501(C)(3) 50000 0 TO SUPPORT READINESS PROJECTS 9 12 PART I, LINE 2: THE ORGANIZATION REQUIRES RECIPIENTS TO SUBMIT REPORTS DETAILING THE OUTCOMES OF PROGRAMS AND USE OF FUNDS. X X 1 1 X X 0 1 0 0 0 0 0 0 0 KAREN PITTMAN PRESIDENT AND CEO (THRU 02/2021) 280343 0 0 0 0 0 36233 0 7314 0 323890 0 0 0 KRIS MINOR CHIEF OPERATING OFFICER (THRU 03/202 197445 0 0 0 0 0 5541 0 7314 0 210300 0 0 0 MERITA IRBY EXECUTIVE VICE PRESIDENT (THRU 11/20 174395 0 0 0 0 0 25458 0 6995 0 206848 0 0 0 THADDEUS FERBER EXECUTIVE VICE PRESIDENT 176348 0 0 0 0 0 5252 0 12390 0 193990 0 0 0 KIMBERLY ROBINSON EXECUTIVE VICE PRESIDENT 165992 0 0 0 0 0 5053 0 12390 0 183435 0 0 0 JOSEPH BERTOLETTI VICE PRESIDENT 132518 0 0 0 0 0 4032 0 19506 0 156056 0 0 0 CAITLIN JOHNSON CREATIVE DIRECTOR, SPARKACTION 128706 0 0 0 0 0 4162 0 20358 0 153226 0 0 0 PART I, LINE 4B - $28,291 CONTRIBUTION TO 457B PLAN FOR KAREN PITTMAN. - $20,500 CONTRIBUTION TO 457B PLAN FOR MERITA IRBY. 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 2,343,070. MANAGEMENT AND GENERAL EXPENSES 104,909. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,447,979. RETIREMENT PLAN FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,053. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,053. FORM 990, PART XII, LINE 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 AVE 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 251343 CASH CADY-LEE PROPERTIES INC K 290222 CASH