2018-05-15T11:28:49-05:00 2017-06-30 521754364 E COHEN AND COMPANY CPAS ONE RESEARCH COURT SUITE 101 ROCKVILLE MD 20850 990 2016-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 KRIS MINOR CHIEF OPERATING OFFICER 2022073333 2018-05-15 1 MATTHEW DUVALL CPA P01324790 3019176200 2018-05-15 2016 2022-09-23 18:48:47Z KRIS MINOR 7064 EASTERN AVENUE NW WASHINGTON DC 20012 7747054 0 X WWW.FORUMFYI.ORG X 2002 DC THE FORUM FOR YOUTH INVESTMENT HELPS LEADERS GET YOUNG PEOPLE READY FOR LIFE. 7 7 62 7 0 0 3065364 4152348 3688139 3547820 520 38 6099 4528 6760122 7704734 0 0 0 0 3844037 3984892 0 0 114460 3024513 3938167 6868550 7923059 -108428 -218325 3588466 3083733 921736 635328 2666730 2448405 X THE FORUM WORKS WITH STATE AND LOCAL LEADERS AND LEADERSHIP GROUPS TO FUNDAMENTALLY CHANGE THE WAY THEY DO BUSINESS FOR YOUNG PEOPLE. WE CREATE THIS CHANGE TOGETHER, THROUGH FIELD-TESTED STRATEGIES THAT STRENGTHEN STATE AND LOCAL PARTNERSHIPS THAT FOCUS ON YOUNG PEOPLE; EXPAND AND IMPROVE LEARNING OPPORTUNITIES FOR ALL YOUTH; AND ALIGN AND ADVANCE POLICIES AND RESOURCES TO MAKE THEM MORE EFFECTIVE. 0 0 3405745 792445 READY BY 21 CORE: READY BY 21 IS THE CORE MISSION OF THE FORUM. READY BY 21 IS A CALL TO LEADERS TO BUILD BROADER PARTNERSHIPS, SET BIGGER GOALS, COLLECT AND USE BETTER DATA, AND TAKE BOLDER ACTIONS TO REACH THE GOAL OF ENSURING THAT ALL YOUNG PEOPLE ARE READY FOR COLLEGE, WORK AND LIFE. THROUGH A SET OF INNOVATIVE STRATEGIES DEVELOPED BY THE FORUM, COMMUNITIES ACROSS THE COUNTRY ARE WORKING TO MAKE A MEASURABLE DIFFERENCE IN THE LIVES OF CHILDREN AND YOUTH. 3689323 2642160 WEIKART CENTER FOR YOUTH PROGRAM QUALITY: THE DAVID P. WEIKART CENTER'S MISSION IS TO IMPROVE THE QUALITY FOR YOUTH-SERVING EDUCATION AND HUMAN SERVICES THROUGH DEVELOPMENT, VALIDATION AND SCALED IMPLEMENTATION OF ASSESSMENT-DRIVEN PERFORMANCE IMPROVEMENT AND LOW-STAKES ACCOUNTABILITY POLICIES. OVER THE PAST DECADE, THE WEIKART CENTER HAS PRODUCED AN EVIDENCE-BASED INTERVENTION MODEL AND CORE SET OF INSTRUCTIONAL QUALITY METRICS. AFTERSCHOOL AND OTHER OUT-OF-SCHOOL TIME SYSTEMS THROUGHOUT THE UNITED STATES RELY ON THE WEIKART CENTER'S INTERVENTION, PERFORMANCE METRICS AND ALIGNED PROFESSIONAL DEVELOPMENT TO DRIVE THEIR CONTINUOUS IMPROVEMENT EFFORTS. 423858 113215 SPARKACTION.ORG: SPARKACTION.ORG IS A ONE-STOP JOURNALISM AND ADVOCACY CENTER BY AND FOR THE CHILD AND YOUTH FIELD. THIS INTERACTIVE WEBSITE, E-NEWSLETTERS AND SOCIAL NETWORKS BRING TOGETHER NEWS, STORIES, AND TOOLS ACROSS A RANGE OF OFTEN-FRAGMENTED TOPIC AREAS. BY CREATING A HIGH-TRAFFIC SITE AND BROAD SUBSCRIPTION BASE, SPARKACTION PROVIDES MISSION-DRIVEN ORGANIZATIONS A MEANS TO SHARE NEWS WITH A LARGE AUDIENCE AND DRIVE ACTION. 7518926 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 75 0 1 62 1 0 0 0 0 0 0 0 0 0 0 X 7 7 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 ARMISTEAD SAPP CHAIR 1.00 0.50 X X 0 0 0 MICHAEL LEVINE DIRECTOR 1.00 X 0 0 0 WILLIAM PURCELL DIRECTOR 1.00 X 0 0 0 VIVIAN TSENG DIRECTOR 1.00 X 0 0 0 JAIRUS CATER DIRECTOR 1.00 X 0 0 0 ALEX WIRTH DIRECTOR 1.00 0.50 X 0 0 0 STEVE FLEISCHMAN DIRECTOR 1.00 X 0 0 0 KAREN PITTMAN PRESIDENT 40.00 0.50 X 224486 0 36427 MERITA IRBY EXECUTIVE VICE PRESIDENT 40.00 0.50 X 146920 0 13327 KRIS MINOR CHIEF OPERATING OFFICER 40.00 X 132692 0 10623 CHARLES SMITH SENIOR VP OF RESEARCH 40.00 X 151732 0 23145 THADDEUS FERBER VP OF POLICY ADVOCACY 40.00 X 112588 0 19953 THOMAS DEVANEY VP BUSINESS STRATEGY 40.00 X 117457 0 17957 CAITLIN JOHNSON MANAGIN ED, SPARKACTION 40.00 X 100028 0 15310 ELIZABETH GAINES SENIOR FELLOW 40.00 X 104942 0 12007 1090845 0 148749 8 0 1 0 ROGERS & COMPANY PLLC 8300 BOONE BOULEVARD SUITE 600 VIENNA VA 22182 ACCOUNTING SERVICES 297110 1 357226 588584 3206538 284670 4152348 CONTRACT REVENUE 900099 1762625 1762625 PROGRAM SERVICE FEES 900099 1521638 1521638 PUBLICATIONS AND SALES 900099 263557 263557 3547820 400 400 46486 41958 4528 4528 4528 362 -362 -362 -362 7704734 3547820 0 4566 X 1292584 1074675 180352 37557 2098055 1535185 468385 94485 51935 39975 9937 2023 294883 226978 56421 11484 247435 190457 47342 9636 59942 59942 16204 16204 324088 324088 1130270 1103766 23398 3106 251190 96025 151955 3210 214787 149445 55834 9508 421981 246902 160807 14272 407223 374804 29327 3092 534513 524807 9051 655 13158 6109 7029 20 145831 126939 13196 5696 36230 13013 22308 909 POSTAGE AND PRINTING 188053 165573 20782 1698 RANSOMWARE INCIDENT EXP 179134 179134 MISCELLANEOUS 15563 14515 1048 ALLOCATION OF G&A 0 1629758 -1546867 -82891 7923059 7518926 289673 114460 77258 304531 690499 435252 866732 670833 1139401 916775 55006 79076 661457 497801 271758 163656 405812 405812 82000 107798 3588466 3083733 258412 318299 122533 108004 540791 209025 921736 635328 X 858441 997907 1808289 1450498 2666730 2448405 3588466 3083733 -218325 0 X X 0 1 X 1 0 X 2351126 2589439 3738951 3065364 4152348 15897228 2351126 2589439 3738951 3065364 4152348 15897228 7632637 8264591 10476 803 16200 40716 46886 115081 28844 4448 179772 213064 16225373 0.50940 0.55980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 540 1 13388 0 13928 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. 661457 497801 163656 163656 LONG-TERM LOAN PAYABLE 77777 CAPITAL LEASE OBLIGATION 53874 DEFERRED COMPENSATION OBLIGATION 77374 209025 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. CADY-LEE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES (EXCEPT TAXES ON UNRELATED BUSINESS INCOME) UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE AS A TITLE-HOLDING COMPANY BY AND FOR THE BENEFIT OF THE FORUM. NO PROVISION FOR INCOME TAXES IS REQUIRED FOR THE YEARS ENDED JUNE 30, 2017 AND 2016 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. X X 1 1 X X 0 1 0 0 0 0 0 0 0 KAREN PITTMAN PRESIDENT 224486 0 0 0 0 0 23755 0 12672 0 260913 0 0 0 MERITA IRBY EXECUTIVE VICE PRESIDENT 146920 0 0 0 0 0 4500 0 8827 0 160247 0 0 0 CHARLES SMITH SENIOR VP OF RESEARCH 151732 0 0 0 0 0 4725 0 18420 0 174877 0 0 0 PART I, LINE 4B $17,760 457 CONTRIBUTION FOR KAREN X DEBT FORGIVENESS 1 284670 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTE AND BOARD REVIEWS AND APPROVES THE 990 VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY 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 WE COMPLETE A COMPANY-WIDE ASSESSMENT OF SALARIES AGAINST AT LEAST TWO SURVEYS OF SIMILAR NOT FOR PROFITS. 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 1,103,766. MANAGEMENT AND GENERAL EXPENSES 23,398. FUNDRAISING EXPENSES 3,106. TOTAL EXPENSES 1,130,270. 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 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 CADY-LEE PROPERTIES INC C 284670 FMV CADY-LEE PROPERTIES INC C 72556 CASH CADY-LEE PROPERTIES INC E 77777 CASH CADY-LEE PROPERTIES INC K 290222 CASH CADY-LEE PROPERTIES INC R 12667 CASH