2017-02-15T12:55:52-05:00 2016-06-30 464277197 Lori Aveni CPA PLLC 126 N Salem Street Suite 207 Apex NC 27502 990 2015-07-01 273380977 THE FORGE INITIATIVE INC FORG PO BOX 4798 CARY NC 27519 LINDA WHIPKER PRESIDENT 9196166332 2017-02-15 true Lori A Aveni P01721281 9193082470 2017-02-15 2015 2021-01-29 14:40:06Z LINDA WHIPKER 142762 false X WWW.THEFORGEINITIATIVE.ORG X 2010 NC TO EMPOWER FAMILIES AND INDIVIDUALS OF ALL AGES TO COLLABORATIVELY EXPLORE, LEARN, AND LEAD USING TECHNOLOGY AND ENGINEERING. 8 6 0 90 0 0 107043 108815 39955 33942 5 0 146998 142762 0 0 9024 0 3858 121055 232842 121055 241866 25943 -99104 160715 66076 6435 6842 154280 59234 TO EMPOWER FAMILIES AND INDIVIDUALS OF ALL AGES TO COLLABORATIVELY EXPLORE, LEARN, AND LEAD USING TECHNOLOGY AND ENGINEERING. false false 85647 53337 COMPETITIVE ROBOTICS TEAMS SERVE APPROXIMATELY 100 STUDENTS AGES 6-18 WORKING WITH ADULT MENTORS TO COMPETE IN VARIOUS LEVELS OF COMPETITION. 12944 4083 IEEE HUMANOID ROBOT PROJECT IS A PROGRAM SPONSORED BY AN IEEE FOUNDATION GRANT FOR YOUTH AND ADULTS TO RECREATE A HUMANOID ROBOT AND SHARE THE TECHNOLOGY WITH THE COMMUNITY SUPPORTING OVER 40 PARTICIPANTS -- MIDDLE SCHOOL, HIGH SCHOOL, COLLEGE THROUGH CAREER AND RETIREMENT. 9790 THE UNDERGROUND FORGE INVOLVES PROGRAMS, EQUIPMENT, AND PLANNING CONSULTANTS FOR A NEW PROGRAM LOCATION IN DURHAM, NC TO PROMOTE TECHNOLOGY, ENGINEERING, SCIENCE EXPLORATION, ART AND LEADERSHIP SKILLS DEVELOPMENT. 7490 COMMUNITY ENGAGEMENT IS A PROGRAM FOR APPROXIMATELY 100 STUDENTS PLUS ADULT VOLUNTEERS WHO LEAD HANDS-ON TECHNOLOGY DEMONSTRATIONS AT SCHOOLS, LIBRARIES, MUSEUMS, AND CORPORATIONS. 5970 121 OPEN FORGE IS A MULTI-AGE PROGRAM FOR THE FORGE INITIATIVE MEMBER FAMILIES INVOLVING TECHNOLOGY, ENGINEERING, AND SCIENCE EXPLORATION. UP TO 75 PARTICIPANTS PER EVENT. 2729 1360 STEAM PROGRAMS ARE MULTI-MONTH TO YEAR-LONG PROGRAMS FOR 50 K-12 PARTICIPANTS FOCUSING ON ENGINEERING AND TECHNOLOGY CURRICULUM. 1871 RETAIL STEAM PROGRAMS AND CAMPS ARE OPEN TO THE PUBLIC FOR A FEE TO SUPPORT THE ORGANIZATIONS MISSION. 1250 20 YOUTH LEADERSHIP IS A PROGRAM FOR APPROXIMATELY 75 MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS WHO ARE READY FOR INDIVIDUALIZED LEADERSHIP OPPORTUNITIES IN THE COMMUNITY. 19310 1501 127691 true true false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 4 0 true 0 false false false false false false false false false false false false false false false X 8 6 true true false false false false false true true false false true true true true true false false true false X KAREN MELLENDORF 9196166332 1216 COOPER DRIVE RALEIGH NC 27607 X KATE IVERS DIRECTOR 2.00 0.00 X 0 0 0 ADRIAN POWELL DIRECTOR 2.00 0.00 X 0 0 0 FIONA LAST-POWELL DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL FEIGIN DIRECTOR 2.00 0.00 X 0 0 0 TOM PARKER TREASURER 10.00 0.00 X 0 0 0 LINDA WHIPKER PRESIDENT 10.00 0.00 X 0 0 0 ROBERT MACKIE VICE PRESIDENT 10.00 0.00 X 0 0 0 KAREN MELLENDORF SECRETARY 10.00 0.00 X 0 0 0 0 0 0 0 false false false 8105 100710 108815 PROGRAM FEES 611710 33942 33942 33942 5 5 142762 33942 0 5 X 8231 8231 793 793 786 786 9000 9000 1889 110 1779 4870 4153 609 108 93297 74100 17800 1397 3260 2970 72 218 2990 2990 5149 3767 1382 REGISTRATION FEES 12835 12835 DUES AND SUBSCRIPTIONS 4678 1509 2172 997 SUPPLIES 29660 27752 770 1138 REPAIRS 495 495 63933 63933 241866 127691 110317 3858 100817 27813 20897 28279 4070 12168 6254 39001 5914 160715 66076 6435 6842 6435 6842 X 154280 59234 154280 59234 160715 66076 -99104 4058 0 X true X false true false X 19798 19648 191083 146998 142757 520284 19798 19648 191083 146998 142757 520284 21034 499250 5 5 520289 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12168 6254 5914 5914 Officer directors etc family relationship Part VI line 2 TWO MEMBERS OF THE BOARD OF DIRECTORS AT 6/30/16 ARE MARRIED TO ONE ANOTHER. THE CONFLICT OF INTEREST POLICY AND BYLAWS ARE FOLLOWED TO ENSURE THESE MEMBERS RECUSE THEMSELVES FROM VOTING ON ANY MATTERS FOR WHICH A CONFLICT EXISTS. ONE MEMBER OF THIS COUPLE ROTATED OFF THE BOARD IN JULY 2016. Management duties delegation Part VI line 3 THE TREASURER DELEGATED TO AN EMPLOYEE RESPONSIBILITY FOR MAINTAINING CORRECT BOOKS OF RECORD. PROCEDURES FOR DELEGATING RESPONSIBILITY WERE FOLLOWED ACCORDING TO THE CORPORATIONS BYLAWS. Organizational document changes Part VI line 4 DURING THIS FISCAL YEAR THE BYLAWS WERE MODIFIED TO REFLECT GRAMMATICAL CHANGES TO THE TREASURERS ROLE. BYLAWS WERE ALSO MODIFIED TO ALLOW OFFICERS TO FORMALLY DELEGATE AUTHORITY IN WRITING TO A PERSON RESPONSIBLE FOR PERFORMING SUCH DUTIES. THE INDIVIDUAL MUST BE ADEQUATELY TRAINED IN THE RESPONSIBILITIES ASSIGNED TO HIM OR HER AND COMPETENT AND SKILLED IN THEIR RESPECTIVE AREAS OF RESPONSIBILITY. WITHOUT PRIOR APPROVAL OF THE BOARD THIS DELEGATION OF AUTHORITY MAY NOT BE UNLIMITED IN DURATION, ALLOW SUB-DELEGATION OF AUTHORITY, OR DELEGATE ANY AUTHORITY WHICH WOULD NORMALLY REQUIRE BOARD OF DIRECTORS APPROVAL (SUCH AS SPENDING LIMITS). THE BOARD MAY RESCIND ANY DELEGATION OF AUTHORITY AT ANY TIME. Form 990 governing body review Part VI line 11 FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. EACH MEMBER HAS AN OPPORTUNITY TO REVIEW THE DOCUMENT AND ASK QUESTIONS BEFORE FILING THE RETURN. Conflict of interest policy compliance Part VI line 12c THE ORGANIZATION REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS OF INTEREST; ANY VIOLATIONS WOULD BE DEALT WITH BY THE REMAINING BOARD MEMBERS BASED ON THE INDIVIDUAL SCENARIO. EMPLOYEES ARE SUPERVISED BY BOARD MEMBERS SUCH THAT CONFLICT OF INTEREST BY EMPLOYEES CAN BE AVOIDED. Other officer or key employee compensation Part VI line 15b BOARD APPROVAL IS REQUIRED FOR DETERMINATION OF COMPENSATION. SALARIES ARE BASED ON COMPARABLE POSITIONS AND PAY RATES. Governing documents etc available to public Part VI line 19 THESE RECORDS ARE MADE AVAILABLE UPON REQUEST. List of other fees for services expenses Part IX line 11g $3000 WAS PAID TO EACH OF THREE INDIVIDUALS FOR CONSULTING SERVICES RELATED TO DEVELOPMENT OF THE FORGE UNDERGROUND PROJECT. List of other expenses Part IX line 24e AT JUNE 30, 2016, THE ORGANIZATION RECOGNIZED THE ABANDONMENT OF ENGINEERING AND ARCHITECTURAL FEES RELATED TO A BUILDING THAT THE ORGANIZATION INTENDED TO PURCHASE. THE PURCHASE WAS ABANDONED BECAUSE AGREEABLE FINANCING TERMS COULD NOT BE REACHED. THE AMOUNT OF ENGINEERING AND ARCHITECTURAL FEES WRITTEN OFF AMOUNTED TO $63,933.