FORWARD ASSOC INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FORWARD ASSOC INC (EIN 13-0623590)
Tax period
2017-01-01 to 2017-12-31
Filed
2019-01-29
IRS object ID
201930299349300318
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-01-29T10:07:50-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131517563PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB & TROPER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN130623590EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FORWARD ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFORWBusinessNameControlTxt
Phone2128898200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL FISHMAN FEDDERSENPersonNm
Person TitleCEO AND PUBLISHERPersonTitleTxt
Phone2128898200PhoneNum
Signature2019-01-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON SHAPIROPreparerPersonNm
PTINP01333816PTIN
Phone2128674000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.22.227.161IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-25IPDt
IP Tm14:35:34IPTm
IP TimezoneESIPTimezoneCd
Federal Original Submission Id2633872018319038fe07FederalOriginalSubmissionId
Federal Original Submission Id2018-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4275C7E7C8129915C35F764424C97B97C01C68F2AtSubmissionCreationDeviceId
At Submission Filing Device Id82FF71277CCFCE0526AA11C39E3CDADE20CEB2CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerRACHEL FISHMAN FEDDERSENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,385,375GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FORWARD.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1901FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROMOTE AND STRENGTHEN JEWISH PEOPLEHOOD, YIDDISH CULTURE, AND SOCIAL AND ECONOMIC JUSTICE. IT PURSUES THESE GOALS THROUGH ITS PUBLICATIONS AND PHILANTHROPIC GRANTS, AND THROUGH COLLABORATIVE EFFORTS WITH OTHER LIKEMINDED ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee136TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$676,786TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$268NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,250,767PYContributionsGrantsAmt
CY Contributions Grants$5,828,121CYContributionsGrantsAmt
PY Program Service Revenue$1,398,207PYProgramServiceRevenueAmt
CY Program Service Revenue$1,538,833CYProgramServiceRevenueAmt
PY Investment Income$907PYInvestmentIncomeAmt
CY Investment Income$4,204CYInvestmentIncomeAmt
PY Other Revenue$45,858PYOtherRevenueAmt
CY Other Revenue$14,217CYOtherRevenueAmt
PY Total Revenue$9,695,739PYTotalRevenueAmt
CY Total Revenue$7,385,375CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,986,553PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,913,734CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$730,385CYTotalFundraisingExpenseAmt
PY Other Expenses$3,875,702PYOtherExpensesAmt
CY Other Expenses$3,206,939CYOtherExpensesAmt
PY Total Expenses$8,862,255PYTotalExpensesAmt
CY Total Expenses$8,120,673CYTotalExpensesAmt
PY Revenues Less Expenses$833,484PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$735,298CYRevenuesLessExpensesAmt
Total Assets BOY$2,780,855TotalAssetsBOYAmt
Total Assets EOY$1,267,983TotalAssetsEOYAmt
Total Liabilities BOY$2,091,404TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,213,830TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$689,451NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,153NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FORWARDS MISSION IS TO STRENGTHEN ENGAGEMENT WITH JEWISH IDEAS AND COMMUNITIES THROUGH A VARIETY OF MEDIA, AND IN PUBLIC EVENTS.IT CARRIES OUT THIS MISSSION BY PUBLISHING COMMENTARY ON CURRENT ISSUES AND THE ARTS, IN ENGLISH AND YIDDISH, THAT MEET THE HIGHEST STANDARDS OF PUBLIC SERVICE IN JOURNALISM AND CULTURAL EXPRESSION. IT FURTHERS THIS MISSION THROUGH PARTNERSHIPS AND COLLABORATIONS THAT ENGAGE DEEPLY WITH THE HISTORY, RANGE AND VARIETY OF THE AMERICAN JEWISH EXPERIENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,435,727ExpenseAmt
Revenue$839,667RevenueAmt
DescENGLISH MEDIA DIVISION: THE LARGEST PROGRAM OF THE FORWARD ASSOCIATION IS ITS ENGLISH MAGAZINE, FORWARD. PUBLISHED MONTHLY IN PRINT AND UPDATED CONTINUALLY ONLINE, IT REACHES APPROXIMATELY 16,000 SUBSCRIBERS BY POSTAL MAIL AND AROUND 1,500,000 READERS MONTHLY VIA THE INTERNET AT FORWARD.COM. THE QUALITY OF ITS JOURNALISM HAS BEEN RECOGNIZED BY NUMEROUS AWARDS FOR NEWS AND CULTURAL COVERAGE, EDITORIALS, DESIGN AND WEBSITE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$545,201ExpenseAmt
Revenue$22,380RevenueAmt
DescYIDDISH MEDIA DIVISION: THE SECOND MAJOR PROGRAM OF THE FORWARD ASSOCIATION IS ITS YIDDISH NEWSPAPER, FORVERTS. NOW PUBLISHED MONTHLY IN PRINT AND UPDATED REGULARLY ONLINE, IT IS ONE OF THE FEW REMAINING PERIODICALS IN YIDDISH IN THE WORLD AND PROVIDES AN INDISPENSABLE SERVICE TO ITS READERS THROUGH ITS COVERAGE OF YIDDISH CULTURE AS WELL AS NEWS FROM ISRAEL, THE UNITED STATES AND AROUND THE WORLD. THE WEBSITE INCLUDES DAILY RADIO REPORTS FROM CITIES AROUND THE WORLD AND DOZENS OF VIDEO FEATURES. FORVERTS REACHES OVER 1,000 SUBSCRIBERS BY POSTAL MAIL AND AROUND 10,000 READERS MONTHLY VIA THE INTERNET AT YIDDISH.FORWARD.COM.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,980,928TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document113IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee136EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALAN BENDICHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128898200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JACOB MOROWITZ
CHAIR OF THE BOARD10.001.00Yes (X)Yes (X)$0$0$0
MARK MLOTEK
VICE CHAIR OF THE BOARD5.001.00Yes (X)Yes (X)$0$0$0
JIM HOFHEIMER
SECRETARY5.001.00Yes (X)Yes (X)$0$0$0
RON SERNAU
TREASURER5.001.00Yes (X)Yes (X)$0$0$0
RONNIE ZOLIN
AUDIT COMMITTEE CHAIR5.00Yes (X)$0$0$0
RUTH HOROWITZ
BUDGET COMMITTEE CHAIR5.00Yes (X)$0$0$0
CARYL RATNER
COMPENSATION CHAIR5.00Yes (X)$0$0$0
JIM FELDMAN
DEVELOPMENT CHAIR5.00Yes (X)$0$0$0
JASON KLEIN
DIRECTOR, STRATEGIC PLANNING COMMITTEE CHAIR5.00Yes (X)$0$0$0
ELLEN BERLAND GIBBS
INVESTMENT POLICY CHAIR5.001.00Yes (X)$0$0$0
KEN BOB
NOMINATING AND MEMBERSHIP5.00Yes (X)$0$0$0
ALAN SILBERSTEIN
STRATEGIC PLANNING CHAIR5.00Yes (X)$0$0$0
EDWARD BLANK
DIRECTOR-AT-LARGE5.00Yes (X)$0$0$0
KATHLEEN PERATIS
DIRECTOR-AT-LARGE5.00Yes (X)$0$0$0
JEFF GOTTLEIB
MEDIA CHAIR5.00Yes (X)$0$0$0
SAMUEL NORICH
PRESIDENT40.001.00Yes (X)$394,783$0$13,284
RACHEL FISHMAN FEDDERSEN
CEO/PUBLISHER40.00Yes (X)$242,482$0$35,432
MARSHALL GENGER
VP FINANCE & ADMINISTRATION40.00Yes (X)$53,178$0$18,480
ALAN BENDICH
VP FINANCE & OPERATIONS40.00Yes (X)$94,554$0$12,655
JANE EISNER
EDITOR-IN-CHIEF40.00$204,647$0$22,919Yes (X)
JONATHAN BANNER
VP SALES40.00$191,917$0$1,658Yes (X)
MICHAEL J SARID
VP DEVELOPMENT40.00$164,124$0$21,090Yes (X)
ROBERTA CAPLAN
DIRECTOR MAJOR GIFTS40.00$109,614$0$358Yes (X)
DANIEL FRIEDMAN
EXECUTIVE EDITOR40.00$125,553$0$10,027Yes (X)
KURT HOFFMAN
ART DIRECTOR40.00$112,443$0$753Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,693,295TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$136,656TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonMAC HELP NYCPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line128 WEST 27TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
ServicesCOMPUTER CONSULTANTServicesDesc
Compensation$630,098CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$4,231,712RelatedOrganizationsAmt
All Other Contributions$1,596,409AllOtherContributionsAmt
Total Contributions$5,828,121TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPUBLISHING SERVICEDesc
Business511110BusinessCd
Total Revenue Column$1,538,833TotalRevenueColumnAmt
Related Or Exempt Func Income$862,047RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$676,786UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,538,833TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,204TotalRevenueColumnAmt
Exclusion$4,204ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,173TotalRevenueColumnAmt
Exclusion$11,173ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$3,044TotalRevenueColumnAmt
Exclusion$3,044ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,044OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,385,375TotalRevenueColumnAmt
Related Or Exempt Func Income$862,047RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$676,786UnrelatedBusinessRevenueAmt
Exclusion$18,421ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,298,655TotalAmt
Program Services$957,379ProgramServicesAmt
Management And General$196,753ManagementAndGeneralAmt
Fundraising$144,523FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,077,719TotalAmt
Program Services$2,267,577ProgramServicesAmt
Management And General$473,706ManagementAndGeneralAmt
Fundraising$336,436FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,659TotalAmt
Management And General$1,659ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$288,196TotalAmt
Program Services$229,270ProgramServicesAmt
Management And General$43,610ManagementAndGeneralAmt
Fundraising$15,316FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$247,505TotalAmt
Program Services$197,156ProgramServicesAmt
Management And General$22,384ManagementAndGeneralAmt
Fundraising$27,965FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$449,777TotalAmt
Program Services$212,232ProgramServicesAmt
Management And General$159,820ManagementAndGeneralAmt
Fundraising$77,725FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$141,794TotalAmt
Program Services$55,677ProgramServicesAmt
Management And General$77,991ManagementAndGeneralAmt
Fundraising$8,126FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$52,693TotalAmt
Program Services$1,693ProgramServicesAmt
Management And General$51,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$402,029TotalAmt
Program Services$395,062ProgramServicesAmt
Fundraising$6,967FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$193,847TotalAmt
Program Services$150,408ProgramServicesAmt
Fundraising$43,439FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$968,558TotalAmt
Program Services$733,950ProgramServicesAmt
Management And General$164,720ManagementAndGeneralAmt
Fundraising$69,888FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$605,347TotalAmt
Program Services$601,077ProgramServicesAmt
Management And General$4,270ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$125,070TotalAmt
Program Services$29,282ProgramServicesAmt
Management And General$95,788ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,771TotalAmt
Program Services$15,127ProgramServicesAmt
Management And General$15,644ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$32,609TotalAmt
Program Services$12,630ProgramServicesAmt
Management And General$19,979ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,710TotalAmt
Program Services$33,960ProgramServicesAmt
Management And General$26,750ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$67,124TotalAmt
Program Services$43,631ProgramServicesAmt
Management And General$23,493ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PHOTOS$40,877$40,877
MISCELLANEOUS$35,733$3,940$31,793

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,120,673TotalAmt
Program Services$5,980,928ProgramServicesAmt
Management And General$1,409,360ManagementAndGeneralAmt
Fundraising$730,385FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$473,029BOYAmt
EOY$405,545EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$879,575BOYAmt
EOY$261,737EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$43,720BOYAmt
EOY$50,953EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$191,666BOYAmt
EOY$207,892EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$55,708BOYAmt
EOY$69,338EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$879,761LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$719,533LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$174,531BOYAmt
EOY$160,228EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,065BOYAmt
EOY$56,423EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$958,561BOYAmt
EOY$55,867EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,780,855BOYAmt
EOY$1,267,983EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$530,394BOYAmt
EOY$465,443EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$678,708BOYAmt
EOY$716,554EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$882,302BOYAmt
EOY$31,833EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,091,404BOYAmt
EOY$1,213,830EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$689,451BOYAmt
EOY$54,153EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$689,451BOYAmt
EOY$54,153EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,780,855BOYAmt
EOY$1,267,983EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$735,298ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$100,000OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$873,813CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$957,302CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,796,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,250,767CurrentTaxYearMinus1YearAmt
Current Tax Year$5,828,121CurrentTaxYearAmt
Total$22,706,815TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$851,238CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$796,634CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,028,053CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$705,714CurrentTaxYearMinus1YearAmt
Current Tax Year$862,047CurrentTaxYearAmt
Total$4,243,686TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,725,051CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,753,936CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,824,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,956,481CurrentTaxYearMinus1YearAmt
Current Tax Year$6,690,168CurrentTaxYearAmt
Total$26,950,501TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$26,950,501PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,259,812CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,138,752CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,511CurrentTaxYearMinus1YearAmt
Current Tax Year$15,377CurrentTaxYearAmt
Total$2,447,727TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,259,812CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,138,752CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,511CurrentTaxYearMinus1YearAmt
Current Tax Year$15,377CurrentTaxYearAmt
Total$2,447,727TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$900,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$812,799CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$838,726CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$692,493CurrentTaxYearMinus1YearAmt
Current Tax Year$676,786CurrentTaxYearAmt
Total$3,920,918TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,241CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,838CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,254CurrentTaxYearMinus1YearAmt
Current Tax Year$3,044CurrentTaxYearAmt
Total$61,406TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,891,218CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,713,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,694,895CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,695,739CurrentTaxYearMinus1YearAmt
Current Tax Year$7,385,375CurrentTaxYearAmt
Total$33,380,552TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.80740PublicSupportCY509Pct
Public Support PY5090.73990PublicSupportPY509Pct
Investment Income CY0.07330InvestmentIncomeCYPct
Investment Income PY0.11750InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUSExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$879,761OtherCostOrOtherBasisAmt
Depreciation$719,533DepreciationAmt
Book Value$160,228BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$160,228TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATIONDesc
Amt$31,833Amt
FieldValueIRS element (for citing)
Total Liability$31,833TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,012,889TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$550,000DonatedServicesAndUseFcltsAmt
Other Revenue$4,077,514OtherRevenueAmt
Revenue Not Reported$4,627,514RevenueNotReportedAmt
Revenue Subtotal$7,385,375RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,385,375TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,584,012TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$550,000DonatedServicesUseFcltsAmt
Other Expenses Included$4,913,339OtherExpensesIncludedAmt
Expenses Not Reported$5,463,339ExpensesNotReportedAmt
Expenses Subtotal$8,120,673ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,120,673TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE FORWARD ASSOCIATION HAS DEVOTED SUBSTANTIAL EFFORT AND FUNDS FOR THE LAST 16 YEARS TO THE ARCHIVAL DESCRIPTION AND CONSERVATION OF ONE OF THE LARGEST COLLECTIONS OF PHOTOGRAPHS DOCUMENTING THE HISTORY OF JEWISH COMMUNITIES IN THE UNITED STATES, EASTERN EUROPE AND ISRAEL, SPANNING THE ENTIRE 20TH CENTURY. THE YIDDISH FORWARD, OR FORVERTS, PUBLISHED AS A DAILY NEWSPAPER FROM 1897 TO 1983, AS A WEEKLY UNTIL FEBRUARY OF 2012, AND AS A BIWEEKLY SINCE THEN, HAS ALWAYS FEATURED ORIGINAL PHOTOGRAPHY COMMISSIONED FOR ITS PAGES. THE PHOTOGRAPH COLLECTION IS GLOBAL IN SCOPE, BUT IS ESPECIALLY RICH IN ITS EMPHASIS ON 20TH CENTURY JEWISH HISTORY, NEW YORK IMMIGRANT HISTORY, AND JEWISH COMMUNAL LIFE IN THE UNITED STATES. THE PHOTOGRAPHIC RECORD AMASSED BY THE FORVERTS EDITORS PAID PARTICULAR ATTENTION IN ITS EARLY DECADES TO CLASS STRIFE, STRIKES AND UNIONS, AND THEN BROADENED ITS FOCUS TO JEWISH WORKING CLASS PARTICIPATION IN THE POLITICAL AND ECONOMIC LIFE OF URBAN AMERICA. IT CHRONICLED THE 1930S MOBILIZATION AGAINST FASCISM, THE WARTIME HOME FRONT EFFORTS, THE VICTORIES WON BY SOVIET AND WESTERN ARMIES, THE DESPERATION OF THE REMNANTS OF EUROPEAN JEWRY IN THE IMMEDIATE POSTWAR YEARS TO RECONNECT WITH RELATIVES IN THE US, AND TO EMIGRATE TO THE US OR TO ISRAEL. THE FORVERTS GAVE ITS MOSTLY POOR AND WORKING CLASS READERSHIP A WINDOW ON A WIDER WORLD, AND HELPED TO ARTICULATE AND CRYSTALLIZE THE LIBERAL ETHOS OF AMERICAN JEWS WHICH HAS CHARACTERIZED OUR COMMUNITY EVER SINCE. IT WAS A NEWSPAPER ABOUT YIDDISH AS MUCH AS IT WAS A NEWSPAPER IN YIDDISH: IN TEXT AND IMAGE, IT HAS DEPICTED THE VAST RECORD OF YIDDISH ART AND LITERATURE, IN MORE DETAIL AND OVER A WIDER CHRONOLOGICAL AND GEOGRAPHIC SPAN THAN ANY OTHER PERIODICAL. AND YET, BY THE END OF THE 20TH CENTURY, THIS LARGE AND UNIQUE PHOTOGRAPH COLLECTION WAS HARDLY KNOWN BEYOND THE CONFINES OF THE FORVERTS OWN STAFF. IN 1998 THE FORWARD ASSOCIATION HIRED ARCHIVAL STAFF TO IDENTIFY, CATALOGUE AND CONSERVE ITS HOLDINGS. WE NOW KNOW THAT IT CONTAINS GLASS NEGATIVES, METAL AND CARDBOARD PLATES, BOUND ROTOGRAVURE VOLUMES, AND OVER 40,000 GELATIN SILVER PHOTOS DERIVED FROM THE ORIGINAL PRINTING PROCESS OF OUR NEWSPAPER. IN THE PAST 16 YEARS WE HAVE CREATED A COMPUTERIZED DATABASE WITH ITEM-LEVEL DESCRIPTIONS OF THREE-QUARTERS OF THE IMAGES IN THE COLLECTION, AND WE HAVE STORED THE PROCESSED IMAGES IN ACID-FREE ENVELOPES SUITABLE FOR ARCHIVAL STORAGE. SINCE 2009 THE ARCHIVES HAVE BEEN HOUSED IN A TEMPERATURE-AND-HUMIDITY-CONTROLLED, PROTECTED SPACE TO ENSURE THEIR SAFETY. WE ALREADY DIGITIZED ABOUT 5000 IMAGES, AND IN 2007 WE PUBLISHED SOME 500 IMAGES FROM THIS COLLECTION CHOSEN BY ALANA NEWHOUSE, OUR FORMER ARTS AND CULTURE EDITOR, AND CHANA POLLACK, OUR ARCHIVIST, IN A LIVING LENS: PHOTOGRAPHS OF JEWISH LIFE FROM THE PAGES OF THE FORWARD, ISSUED BY W. W. NORTON. AN EXHIBITION WAS SHOWN AT THE MUSEUM OF THE CITY OF NEW YORK, ALSO IN 2007. AS THE RICHES OF THIS COLLECTION HAVE GAINED ACADEMIC AND PUBLIC ATTENTION IN RECENT YEARS, WE RECEIVED, AND RESPONDED TO, A GROWING NUMBER OF QUERIES FROM ARTISTS, SCHOLARS, FILMMAKERS AND WRITERS. WE ARE NOW EAGER TO COMPLETE THIS PROCESS WITH THE CATALOGUING OF THE FINAL QUARTER OF THIS COLLECTION DURING THE NEXT FEW YEARS. THERE ARE APPROXIMATELY 10,000 IMAGES REMAINING TO BE CATALOGUED AND WE EXPECT THAT THE PROCESS WILL BE COMPLETED IN APPROXIMATELY THREE YEARS. CATALOGUING (I.E. DESCRIBING, NUMBERING AND REHOUSING) EACH PHOTO IN OUR COLLECTION WILL THEN BE FOLLOWED BY THE DIGITIZATION OF THE ENTIRE COLLECTION AND THE CREATION OF A PHOTO ARCHIVE WEBSITE THAT WILL ALLOW THE PUBLIC ACCESS TO THESE UNIQUE IMAGES, WITH A SEARCH FUNCTION THAT WILL TAKE FULL ADVANTAGE OF THE MANY FIELDS IN OUR CATALOGUING PROCESS.
PART X, LINE 2:THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2014 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:REVENUE FROM RELATED ORGANIZATION 4,077,514.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES FROM RELATED ORGANIZATION 4,913,339.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SAMUEL NORICH
PRESIDENT$390,957$0$3,626$0$200$0$500$0$12,784$0$408,067$0$0$0
RACHEL FISHMAN FEDDERSEN
CEO/PUBLISHER$235,049$0$7,252$0$181$0$9,203$0$26,229$0$277,914$0$0$0
JANE EISNER
EDITOR-IN-CHIEF$200,368$0$3,626$0$653$0$14,128$0$8,791$0$227,566$0$0$0
JONATHAN BANNER
VP SALES$172,068$0$19,752$0$97$0$0$0$1,658$0$193,575$0$0$0
MICHAEL J SARID
VP DEVELOPMENT$160,321$0$3,626$0$177$0$9,112$0$11,978$0$185,214$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE FOLLOWING EXECUTIVES RECEIVED DISCRETIONARY BONUSES APPROVED BY THE BOARD PRESIDENT: SAMUEL NORICH, PRESIDENT: $3,626 RACHEL FEDDERSON, CEO: $7,252 JANE EISNER, EDITOR-IN-CHIEF: $3,626 JONATHAN BANNER, VP SALES: $19,752 MICHAEL SARID, VP DEVELOPMENT: $3,626ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE FORWARD ASSOCIATION IS A MEMBERSHIP ORGANIZATION MADE UP OF PEOPLE WHO SUPPORT THE ASSOCIATION'S MISSION.
FORM 990, PART VI, SECTION A, LINE 7ATHE NOMINATING COMMITTEE PREPARES A SLATE OF CANDIDATES WHO ARE VOTED UPON BY THE ENTIRE ASSOCIATION AT A GENERAL MEMBERSHIP MEETING. IF ELECTED, MEMBERS SERVE FOR AN INITIAL 6 YEAR TERM. THEY MAY THEN BE NOMINATED FOR ONE OR MORE ADDITIONAL 6 YEAR TERMS. THE NOMINATING COMMITTEE PREPARES A SLATE OF CANDIDATES FOR THE 4 OFFICERS, 8 COMMITTEE CHAIRS AND 1 AT-LARGE MEMBERS WHO COMPRISE THE BOARD OF DIRECTORS. THE MEMBERS OF THE ASSOCIATION VOTE FOR ELECT THE OFFICERS AND THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BBEFORE THE FORM 990 WAS FILED WITH IRS,IT WAS DISTRIBUTED VIA EMAIL TO MEMBERS OF THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS FOR REVIEW. THE MEMBERS COMMUNICATED ANY QUESTIONS OR SUGGESTIONS TO MANAGEMENT.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO THE MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES. EACH IDIVIDUAL IS REQUIRED TO SUBMIT ANNUALLY THAT HE OR SHE HAS READ THE POLICY AND WHETHER HE OR SHE HAS ENGAGED IN AN ACTIVITY THAT WOULD POSE A CONFLICT. THESE REPORTS ARE REVIEWED BY THE BOARD. FURTHER, IF AN INDIVIDUAL BECOMES AWARE OF A CONFLICT PRIOR TO THE ANNUAL SUBMISSION OF HIS OR HER REPORT, THAT INDIVIDUAL IS REQUIRED TO IMMEDIATELY INFORM THE BOARD. IF A CONFLICT OF INTEREST IS IDENTIFIED, THAT PERSON SHALL REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE ASSOCIATION TO ENGAGE IN THOSE ACTIVITIES AND HE OR SHE WILL NOT PARTICIPATE IN DELIBERATIONS RELATED TO THE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT/PUBLISHER'S AND ALL EMPLOYEE'S COMPENSATION IS REVIEWED BY THE COMPENSATION COMMITTEE AFTER EXAMINING PERTINENT NOT FOR PROFIT COMPANIES. ONCE APPROVED BY THE COMPENSATION COMMITTEE, THE BOARD OF DIRECTORS VOTES ON THE PROPOSED CONTRACT (CONTRACT NOT APPLICABLE FOR REGULAR EMPLOYEES). THE PROCESS WAS LAST UNDERTAKEN IN 2017.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A, LINE 16:ON JUNE 27,2014 SAMUEL NORICH ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE FORWARD ASSOCIATION, INC. INCLUDED IN THE TERMS OF THE AGREEMENT WAS A "SUBSEQUENT COMPENSATION" CLAUSE, WHICH CONTINUED AND RESTATED THE TERMS OF HIS PREVIOUS EMPLOYMENT AGREEMENTS WITH THE FORWARD ASSOCIATION GOING BACK TO 2005, THE EIGHTH YEAR OF HIS EMPLOYMENT, TERMS INTENDED TO COMPENSATE HIM, UPON RETIREMENT, FOR THE ABSENCE OF ANY OTHER EMPLOYER-FUNDED PENSION PROVISION. WHILE PREVIOUS AGREEMENTS PROVIDED FOR A LIFETIME ANNUAL PAYMENT TO NORICH, THE 2014 AGREEMENT RECALCULATED THE ACTUARIAL EQUIVALENT OF SUCH A STREAM OF ANNUAL PAYMENTS BASED ON NORICH'S AGE AND LIFE EXPECTANCY, AND PROVIDED FOR THE PAYOUT OF THIS AMOUNT IN THREE PAYMENTS, AS FOLLOWS: IF STILL EMPLOYED BY THE FORWARD ASSOCIATION ON 1/2/2015, HE WOULD RECEIVE A LUMP SUM PAYMENT OF $170,000; IF HE WAS STILL EMPLOYED BY THE FORWARD ASSOCIATION ON 1/2/2016, HE WOULD RECEIVE A LUMP SUM PAYMENT OF $200,000; AND IF HE WAS STILL EMPLOYED BY THE FORWARD ASSOCIATION ON 1/3/2017, HE WOULD RECEIVE A LUMP SUM PAYMENT OF $327,000. THESE SUBSEQUENT COMPENSATION AMOUNTS ARE INCLUDED IN HIS REPORTABLE COMPENSATION FROM THE ORGANIZATION (W-2/1099-MISC) IN PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS.
FORM 990, PART XI, LINE 9:EQUITY TRANSFER 100,000.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PAGE 1, BOX BTHE 990 WAS AMMENDED FOR ADDITIONAL DISCLOSURE ON SCHEDULE O RELATING TO A COMPENSATION ARRANGEMENT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FORWARD FUND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd
FieldValueIRS element (for citing)
EIN454590140EIN
Primary ActivitiesSUPPORTING ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12B, IIPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE FOWARD ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FORWARD FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$4,231,712InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.