2021-02-26T12:19:41-06:00 2020-06-30 521754364 E COHEN AND COMPANY CPAS ONE RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990 2019-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 KRIS MINOR ACTING PRESIDENT AND CEO 2022073333 2021-02-26 1 MATTHEW DUVALL CPA P01324790 3016913600 2021-02-20 2019 2022-09-23 18:48:47Z KRIS MINOR 7064 EASTERN AVENUE NW WASHINGTON DC 20012 12671044 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. 12 12 67 12 0 0 7944766 9692199 4020846 2944793 1333 31688 11978 331 11978923 12669011 0 266027 0 0 4358528 5086842 0 0 138225 5331024 4412735 9689552 9765604 2289371 2903407 7532122 11060818 1194918 1792605 6337204 9268213 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 1711769 200027 525809 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 MANAGE 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 & CONSULTING. 3590379 2231908 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. 2141976 66000 155667 IMPROVING & ALIGNING POLICIES:THE FORUM'S POLICY UNIT HELPS POLICYMAKERS, FUNDERS, 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 AND ADVANCE SOCIAL AND RACIAL EQUITY FOR YOUNG PEOPLE. WE DO SO BY PROMOTING IDEAS, BRINGING PEOPLE TOGETHER TO TACKLE CHALLENGES THAT ARE TOO LARGE FOR ANY ONE ORGANIZATION OR SECTOR TO TACKLE ALONE, CONDUCTING ONLINE STORYTELLING AND ADVOCACY, PROVIDING TRAININGS, AND ADVOCATING FOR POLICIES. OUR SIGNATURE EFFORTS INCLUDE: SPARKACTION, THE CHILDREN'S CABINET NETWORKS, OPPORTUNITY NATION & THE OPPORTUNITY INDEX, THE OPPORTUNITY YOUTH NETWORK, AND THE RECONNECTING YOUTH CAMPAIGN AND THE ADVOCACY ACADEMY. 819186 31409 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. 819186 31409 8263310 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 67 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 VIVIAN TSENG DIRECTOR 1.00 X 0 0 0 ALEX WIRTH DIRECTOR 1.00 0.50 X 0 0 0 DANIELLE GOONAN DIRECTOR 1.00 X 0 0 0 LINDA M RODRIGUEZ DIRECTOR 1.00 X 0 0 0 W DAVID STEVENS DIRECTOR 1.00 X 0 0 0 NICOLE YOHALEM DIRECTOR 1.00 X 0 0 0 KAREN PITTMAN PRESIDENT AND CEO 40.00 0.50 X 243872 0 38409 MERITA IRBY EXECUTIVE VICE PRESIDENT 40.00 0.50 X 157591 0 16173 KRIS MINOR CHIEF OPERATING OFFICER 40.00 X 148989 0 13222 KIMBERLY ROBINSON EXECUTIVE VICE PRESIDENT 40.00 X 146546 0 14781 THADDEUS FERBER EXECUTIVE VICE PRESIDENT 40.00 X 141972 0 22271 THOMAS DEVANEY VICE PRESIDENT 40.00 X 120150 0 25330 JOSEPH BERTOLETTI VICE PRESIDENT 40.00 X 109355 0 20316 CAITLIN JOHNSON CREATIVE DIRECTOR, SPARKACTION 40.00 X 113497 0 19350 MICHELLE MASSIE DIRECTOR OF OPPORTUNITY NATION & STRATEGIC INITIAT 40.00 X 116915 0 14278 1298887 0 184130 9 0 1 0 STRONG CITY BALTIMORE 2101 E BIDDLE ST SUITE 1100 BALTIMORE MD 21213 COACHING, CONSULTING, EXPERT TECH ASST 316777 EARLY WORKS LLC 440 BURROUGHS ST SUITE 334 DETROIT MI 48202 STRATEGY & COMMUNICATIONS CONSULTING 260545 PRISCILLA LITTLE 19 VERNON ST MEDFORD MA 02155 COACHING, CONSULTING, EXPERT TECH ASST 216713 ROGERS AND COMPANY PLLC 8300 BOONE BLVD SUITE 600 VIENNA VA 22182 ACCOUNTING SERVICES 182293 SCHOOL'S OUT WASHINGTON 801 23RD AVE SUITE A SEATTLE WA 98144 TRAINING AND TECHNICAL ASSISTANCE 168415 8 252084 523178 8916937 9692199 CONTRACT REVENUE 900099 1711659 1711659 PROGRAM SERVICE FEES 900099 959417 959417 PUBLICATIONS AND SALES 900099 144637 144637 LICENSING FEES 900099 129080 129080 2944793 31688 31688 2364 2033 331 331 331 12669011 2944793 0 32019 X 266027 266027 990002 823977 142548 23477 3278536 2856217 349481 72838 82786 72760 8204 1822 427699 370589 47521 9589 307819 265599 35281 6939 64579 64579 28237 1820 26417 94875 94875 2334106 2208364 123574 2168 340 340 218347 91347 126660 340 364940 183984 176011 4945 533180 521019 8294 3867 239964 217856 16623 5485 276634 254386 15493 6755 103926 103926 17067 17067 POSTAGE AND PRINTING 126913 122392 4521 MISCELLANEOUS 9627 6633 2994 9765604 8263310 1364069 138225 140972 1309947 3445087 4522826 1698651 3379116 1316692 897971 162295 181525 856735 667704 206102 189031 405812 405812 156511 174590 7532122 11060818 462915 435513 522950 405912 209053 951180 1194918 1792605 X 1647270 1136419 4689934 8131794 6337204 9268213 7532122 11060818 2903407 27602 0 X X 0 1 X 1 0 X 3065364 4152348 5436735 7944766 9692199 30291412 3065364 4152348 5436735 7944766 9692199 30291412 16278602 14012810 40716 46886 48776 37072 34052 207502 30498914 0.45950 0.49350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1 0 1 47226 1 3210 0 50436 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. 856735 667704 189031 189031 CAPITAL LEASE OBLIGATION 48907 DEFERRED COMPENSATION OBLIGATION 140276 REFUNDABLE ADVANCE (PPP LOAN) 761997 951180 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. NO PROVISION FOR INCOME TAXES IS REQUIRED FOR THE YEARS ENDED JUNE 30, 2020 AND 2019 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) 75027 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. STRONG CITY BALTIMORE 3503 NORTH CHARLES STREET BALTIMORE MD 21218 520897806 501(C)(3) 66000 TO SUPPORT THE CHILDREN'S FUNDING PROJECT. 3 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 243872 0 0 0 0 0 25910 0 12499 0 282281 0 0 0 MERITA IRBY EXECUTIVE VICE PRESIDENT 157591 0 0 0 0 0 4815 0 11358 0 173764 0 0 0 KRIS MINOR CHIEF OPERATING OFFICER 148989 0 0 0 0 0 4500 0 8722 0 162211 0 0 0 KIMBERLY ROBINSON EXECUTIVE VICE PRESIDENT 146546 0 0 0 0 0 3938 0 10843 0 161327 0 0 0 THADDEUS FERBER EXECUTIVE VICE PRESIDENT 141972 0 0 0 0 0 4500 0 17771 0 164243 0 0 0 PART I, LINE 4B $18,560 CONTRIBUTION TO 457B PLAN FOR KAREN PITTMAN. 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 2,208,364. MANAGEMENT AND GENERAL EXPENSES 123,574. FUNDRAISING EXPENSES 2,168. TOTAL EXPENSES 2,334,106. 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 252084 CASH CADY-LEE PROPERTIES INC K 290222 CASH