2022-03-31T17:35:52-05:00 2021-06-30 521754364 E COHEN AND COMPANY CPAS 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990 2020-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 KRIS MINOR CHIEF OPERATING OFFICER 2022073333 2022-03-31 1 KRIS MINOR 999009999 MATTHEW DUVALL CPA P01324790 3016913600 2022-03-31 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KRIS MINOR 7064 EASTERN AVENUE NW WASHINGTON DC 20012 7547542 0 X WWW.FORUMFYI.ORG X 2002 DC THE FORUM FOR YOUTH INVESTMENT'S MISSION IS TO CHANGE THE ODDS THAT ALL YOUNG PEOPLE ARE READY BY 21 - READY FOR COLLEGE, WORK, AND LIFE. 13 13 62 12 0 0 9692199 5235373 2944793 2286363 31688 19037 331 0 12669011 7540773 266027 600053 0 0 5086842 5084718 0 0 67038 4412735 3903309 9765604 9588080 2903407 -2047307 11060818 9053543 1792605 1863619 9268213 7189924 X THE FORUM FOR YOUTH INVESTMENT IS A NATIONAL NONPROFIT, NONPARTISAN "ACTION TANK" COMMITTED TO CHANGING THE ODDS THAT ALL CHILDREN AND YOUTH ARE READY FOR COLLEGE, WORK, AND LIFE. WE PROVIDE IDEAS, SERVICES, AND NETWORKS THAT LEADERS NEED TO MAKE MORE INTENTIONAL DECISIONS THAT ARE GOOD FOR YOUNG PEOPLE, WHETHER THOSE LEADERS ARE IN THE PROCESS OF STRENGTHENING PRACTICES AND PROGRAMS, PLANNING, AND PARTNERING FOR IMPACT, OR IMPROVING AND ALIGNING POLICIES. SAVVY LEADERS KNOW THAT CHANGING THE ODDS FOR YOUTH REQUIRES CHANGES IN THE WAYS THEY DO BUSINESS. THIS IS ESPECIALLY TRUE AS EXPECTATIONS RISE FOR LEADERS TO ENGAGE YOUTH, FAMILIES, AND COMMUNITY LEADERS; DEVELOP EVIDENCE-INFORMED IMPROVEMENT STRATEGIES; AND DEMONSTRATE EQUITABLE IMPACTS. THE FORUM HELPS LEADERS THINK DIFFERENTLY ABOUT WHAT IT TAKES TO MANAGE AND SUSTAIN CHANGE SO THAT THEY ARE MORE MOTIVATED TO ACT DIFFERENTLY AND, ULTIMATELY, ACT TOGETHER AS A PART OF AN ALLIED YOUTH FIELD. 0 0 2414162 450053 515956 PLANNING & PARTNERING FOR IMPACT:WE SUPPORT BOUNDARY-SPANNING LEADERS CHARGED WITH CREATING OR IMPLEMENTING PLANS THAT REQUIRE A FOCUS ON THE BIGGER PICTURE. WE HELP LEADERS CONNECT THE DOTS ACROSS COMPLEX AND SOMETIMES COMPETING GOALS, SERVICES, PLANS, AND PARTNERS. TO DO THIS WE: SHARPEN AND ALIGN IDEAS, DEVELOPING THE TRANSLATION GUIDES AND CONCEPTUAL TOOLS THAT HELP LEADERS MAKE THE CASE AND NAVIGATE ACROSS MULTIPLE SYSTEMS, DISCIPLINES, AND ISSUE AREAS; BUILD THE CAPACITY OF LEADERS TO THINK DIFFERENTLY, ACT DIFFERENTLY, AND ACT TOGETHER VIA IN-PERSON LEARNING OPPORTUNITIES, COACHING, AND TECHNICAL ASSISTANCE; AND MANAGING LEARNING GROUPS, COLLABORATIVES, AND APPLIED RESEARCH INITIATIVES AIMED AT ALIGNING AND IMPROVING STRATEGIES FOR ENGAGEMENT, PLANNING, IMPLEMENTATION, AND ACCOUNTABILITY. MUCH OF THIS WORK IS DONE UNDER THE NAME OF BIG PICTURE APPROACH TRAINING AND CONSULTING. 2363394 1538634 STRENGTHENING PRACTICES & PROGRAMS:THROUGH OUR WEIKART CENTER FOR YOUTH PROGRAM QUALITY, WE EMPOWER YOUTH DEVELOPMENT, EDUCATION, AND HUMAN SERVICE SYSTEM LEADERS TO ADOPT, IMPLEMENT, AND SCALE MANAGEMENT AND STAFF POLICIES AND PRACTICES THAT ENSURE YOUNG PEOPLE HAVE ACCESS TO HIGH QUALITY, COORDINATED SUPPORTS THEY NEED TO SUCCEED. OUR OFFERINGS INCLUDE: AN EVIDENCE-BASED APPROACH TO CONTINUOUS QUALITY IMPROVEMENT, CALLED THE YOUTH PROGRAM QUALITY INTERVENTION (YPQI); AN ASSESSMENT THAT PROVIDES MEANINGFUL AND ACTIONABLE PERFORMANCE DATA TO SUPPORT THE CONTINUOUS IMPROVEMENT PROCESS, VIA THE YOUTH PROGRAM QUALITY ASSESSMENT (YPQA) FAMILY OF MEASURES; CAPACITY-BUILDING TRAININGS TO INCREASE THE QUALITY OF YOUTH PROGRAMS AND THE EXPERIENCE OF YOUNG PEOPLE WHO PARTICIPATE IN THEM VIA YOUTH WORK METHODS & MANAGEMENT TRAINING OF TRAINERS (TOT) AND OTHER TRAININGS; AND SYSTEM CONSULTING FOR LEADERS TO DESIGN, IMPLEMENT, AND EVALUATE THEIR CONTINUOUS IMPROVEMENT EFFORTS. 2140828 150000 169192 IMPROVING & ALIGNING POLICIES:THE FORUM'S POLICY UNIT HELPS POLICYMAKERS, ADVOCATES, AND RISING LEADERS INCREASE THEIR CAPACITY BY ALIGNING WITH OTHER ADVOCATES, DEPARTMENTS, SECTORS, AND LEVELS OF GOVERNMENT TO USE DATA AND EVIDENCE TO SUPPORT THE WHOLE CHILD. WE SUPPORT LEADERS' EFFORTS TO ALIGN FRAGMENTED POLICIES THAT FAVOR SYSTEM-FOCUSED RATHER THAN CHILD- AND YOUTH-FOCUSED OUTCOMES; USE DATA AND RESEARCH THAT MAKE THE BEST USE OF THE BEST TYPES OF EVIDENCE TO NOT ONLY JUSTIFY PROGRAM SPENDING, BUT ALSO SUPPORT PROGRAM IMPROVEMENT; ADVOCATE EFFECTIVELY, IDENTIFYING TANGIBLE, MEASURABLE WAYS TO ADVANCE SOCIAL AND RACIAL EQUITY; AND COMMUNICATE POWERFULLY TO INSPIRE ACTION WITH LOCALIZED DATA, SUCCESS EXAMPLES, AND LEADER STORIES. OUR SIGNATURE EFFORTS INCLUDE: SPARKACTION, THE CHILDREN'S CABINET NETWORKS, OPPORTUNITY NATION & THE OPPORTUNITY INDEX, THE OPPORTUNITY YOUTH NETWORK, AND THE RECONNECTING YOUTH CAMPAIGN. 868849 62581 DETROIT YOUTH DEVELOPMENT RESOURCE CENTER: THE FORUM SERVES 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. WE OFFER CAPACITY-BUILDING AND TRAINING OPPORTUNITIES FOCUSED ON INCREASING THE QUALITY OF YOUTH DEVELOPMENT PROGRAMS. 868849 62581 7787233 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 91 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 MICHELE COURTON BROWN DIRECTOR 1.00 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 MISHAELA DURAN DIRECTOR (THRU 06/2021) 1.00 0.50 X 0 0 0 REBECCA GOLDBERG DIRECTOR 1.00 0.50 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 252389 0 34154 MERITA IRBY EXECUTIVE VICE PRESIDENT 40.00 0.50 X 168549 0 32834 KRIS MINOR CHIEF OPERATING OFFICER 40.00 X 158066 0 12971 KIMBERLY ROBINSON EXECUTIVE VICE PRESIDENT 40.00 X 149770 0 17508 THADDEUS FERBER EXECUTIVE VICE PRESIDENT 40.00 X 152325 0 17167 THOMAS DEVANEY VICE PRESIDENT 40.00 X 115979 0 24080 JOSEPH BERTOLETTI VICE PRESIDENT 40.00 X 116468 0 22328 CAITLIN JOHNSON CREATIVE DIRECTOR, SPARKAC 40.00 X 127735 0 26317 LAINE CULBREATH DIRECTOR OF FINANCE AND ADMIN 40.00 X 117468 0 16203 MARY ELLEN WIGGINS DIRECTOR OF POLICY AND RESEARCH 40.00 X 124547 0 20721 1483296 0 224283 10 0 1 0 PRISCILLA LITTLE 19 VERNON STREET MEDFORD MA 02155 COACHING, CONSULTING, EXPERT TECH ASST 229238 ALICIA WILSON-AHLSTROM 916 PARK DRIVE FLOSSMOOR IL 60422 COACHING, CONSULTING, EXPERT TECH ASST 123750 BUILD CONSULTING LLC 1101 14TH STREET NW SUITE 830 WASHINGTON DC 20005 TECHNOLOGY CONSULTING 123056 KATHERINE MARTINEZ 2271 ECHO PARK DRIVE CASTLE ROCK CO 80104 COACHING, CONSULTING, EXPERT TECH ASST 110875 4 252106 1211586 3771681 5235373 CONTRACT REVENUE 900099 1612423 1612423 PROGRAM SERVICE FEES 900099 530603 530603 LICENSING FEES 900099 87692 87692 PUBLICATIONS AND SALES 900099 55645 55645 2286363 25806 25806 6769 -6769 -6769 -6769 7540773 2286363 0 19037 X 600053 600053 1040988 829527 195515 15946 3223965 2767314 419803 36848 126374 108020 16881 1473 383099 325713 52810 4576 310292 261949 44519 3824 259999 259999 18178 18178 60561 60561 2431555 2137058 294397 100 11048 10966 82 77428 19586 57842 361166 194335 163810 3021 464872 444292 19405 1175 1019 1019 20092 19260 757 75 102291 102291 17925 17925 POSTAGE AND PRINTING 62191 59381 2810 MISCELLANEOUS 14984 8760 6224 9588080 7787233 1733809 67038 1309947 931032 4522826 4174490 3379116 0 897971 3086760 181525 99142 578665 490155 189031 88510 405812 405812 174590 267797 11060818 9053543 435513 627750 405912 219638 951180 1016231 1792605 1863619 X 1136419 1559488 8131794 5630436 9268213 7189924 11060818 9053543 -2047307 -30982 0 X X 0 1 X 1 0 X 4152348 5436735 7944766 9692199 5235373 32461421 4152348 5436735 7944766 9692199 5235373 32461421 17766448 14694973 46886 48776 37072 34052 25806 192592 32654013 0.45000 0.45950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1 0 1 41424 1 1598 0 43022 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. 578665 490155 88510 88510 CAPITAL LEASE OBLIGATION 16944 DEFERRED COMPENSATION OBLIGATION 240975 REFUNDABLE ADVANCE (PPP LOAN) 758312 1016231 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, 2021 AND 2020 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 AMERICAN INSTITUTES FOR RESEARCH 1000 THOMAS JEFFERSON STREET NW WASHINGTON DC 20007 250965219 501(C)(3) 275053 TO SUPPORT THE READINESS PROJECTS. NATIONAL URBAN LEAGUE 80 PINE STREET 9TH FLOOR NEW YORK NY 10005 131840489 501(C)(3) 125000 TO SUPPORT THE READINESS PROJECTS. AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATION 1615 DUKE STREET ALEXANDRIA VA 22314 541999773 501(C)(3) 50000 TO SUPPORT THE READINESS PROJECTS. CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION 18111 NORDHOFF STREET UNIVERSITY HALL SUITE 110 NORTHRIDGE CA 91330 237321859 501(C)(3) 25000 TO SUPPORT PARTICIPATION IN THE REALIZING THE OPPORTUNITY FOR ALL YOUTH LEARNING COHORT. FOUNDATION FOR LOUISIANA 1820 ST CHARLES AVENUE SUITE 200 NEW ORLEANS LA 70130 203399944 501(C)(3) 25000 TO SUPPORT PARTICIPATION IN THE REALIZING THE OPPORTUNITY FOR ALL YOUTH LEARNING COHORT. IOWA DEPARTMENT OF HUMAN RIGHTS 321 E 12TH STREET DES MOINES IA 50319 420919127 GOVERNMENT 25000 TO SUPPORT PARTICIPATION IN THE REALIZING THE OPPORTUNITY FOR ALL YOUTH LEARNING COHORT. MINNEAPOLIS YOUTH COORDINATING BOARD 330 SECOND AVENUE SOUTH SUITE 540 MINNEAPOLIS MN 55401 411566656 INTER-GOVERNMENTAL 25000 TO SUPPORT PARTICIPATION IN THE REALIZING THE OPPORTUNITY FOR ALL YOUTH LEARNING COHORT. UNIVERSITY OF MAINE SYSTEM 34 BEDFORD STREET PORTLAND ME 04104 016000769 GOVERNMENT 25000 TO SUPPORT PARTICIPATION IN THE REALIZING THE OPPORTUNITY FOR ALL YOUTH LEARNING COHORT. ECLECTIC SOUL VOICES CORP 1415 SHELBY STREET INDIANAPOLIS IN 46203 272615152 501(C)(3) 25000 TO SUPPORT PARTICIPATION IN THE REALIZING THE OPPORTUNITY FOR ALL YOUTH LEARNING COHORT. 6 9 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) 252389 0 0 0 0 0 27120 0 7034 0 286543 0 0 0 MERITA IRBY EXECUTIVE VICE PRESIDENT 168549 0 0 0 0 0 24612 0 8222 0 201383 0 0 0 KRIS MINOR CHIEF OPERATING OFFICER 158066 0 0 0 0 0 4775 0 8196 0 171037 0 0 0 THADDEUS FERBER EXECUTIVE VICE PRESIDENT 152325 0 0 0 0 0 4775 0 12392 0 169492 0 0 0 KIMBERLY ROBINSON EXECUTIVE VICE PRESIDENT 149770 0 0 0 0 0 4775 0 12733 0 167278 0 0 0 CAITLIN JOHNSON CREATIVE DIRECTOR, SPARKAC 127735 0 0 0 0 0 4287 0 22030 0 154052 0 0 0 PART I, LINE 4B - $19,488 CONTRIBUTION TO 457B PLAN FOR KAREN PITTMAN. - $19,500 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 2,137,058. MANAGEMENT AND GENERAL EXPENSES 294,397. FUNDRAISING EXPENSES 100. TOTAL EXPENSES 2,431,555. 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 252106 CASH CADY-LEE PROPERTIES INC K 290222 CASH