FORWARD ASSOC INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FORWARD ASSOC INC (EIN 13-0623590)
Tax period
2015-01-01 to 2015-12-31
Filed
2017-10-26
IRS object ID
201712999349301511
Schema version
2015v3.0
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)
Return2017-10-26T14:24:30-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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)
PersonSAMUEL NORICHPersonNm
Person TitlePRESIDENT/CEO & PUBLISHERPersonTitleTxt
Phone2128898200PhoneNum
Signature2017-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON SHAPIROPreparerPersonNm
PTINP01333816PTIN
Phone2128674000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerSAMUEL NORICHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10038ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,694,895GrossReceiptsAmt
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
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee76TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$838,726TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$250NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$957,302PYContributionsGrantsAmt
CY Contributions Grants$6,796,812CYContributionsGrantsAmt
PY Program Service Revenue$1,609,433PYProgramServiceRevenueAmt
CY Program Service Revenue$1,866,779CYProgramServiceRevenueAmt
PY Investment Income$1,744,956PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$143,517PYOtherRevenueAmt
CY Other Revenue$31,304CYOtherRevenueAmt
PY Total Revenue$4,455,208PYTotalRevenueAmt
CY Total Revenue$8,694,895CYTotalRevenueAmt
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$4,530,484PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,814,202CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$489,663CYTotalFundraisingExpenseAmt
PY Other Expenses$4,158,711PYOtherExpensesAmt
CY Other Expenses$4,075,975CYOtherExpensesAmt
PY Total Expenses$8,689,195PYTotalExpensesAmt
CY Total Expenses$8,890,177CYTotalExpensesAmt
PY Revenues Less Expenses-$4,233,987PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$195,282CYRevenuesLessExpensesAmt
Total Assets BOY$53,024,774TotalAssetsBOYAmt
Total Assets EOY$5,064,759TotalAssetsEOYAmt
Total Liabilities BOY$1,884,461TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,208,792TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$51,140,313NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$144,033NetAssetsOrFundBalancesEOYAmt
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$5,845,046ExpenseAmt
Revenue$799,010RevenueAmt
DescENGLISH MEDIA DIVISION: THE LARGEST PROGRAM OF THE FORWARD ASSOCIATION IS ITS ENGLISH NEWSPAPER FORWARD, PUBLISHED WEEKLY IN PRINT AND UPDATED CONTINUALLY ONLINE. IT REACHES NEARLY 30,000 SUBSCRIBERS BY POSTAL MAIL AND 500,000 READERS MONTHLY VIA THE INTERNET AT FORWARD.COM. THE QUALITY OF ITS JOURNALISM HAS BEEN RECOGNIZED THROUGH NUMEROUS AWARDS FOR ITS NEWS COVERAGE, EDITORIALS, DESIGN AND WEBSITE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,057,772ExpenseAmt
Revenue$34,813RevenueAmt
DescYIDDISH MEDIA DIVISION: THE SECOND MAJOR PROGRAM OF THE FORWARD ASSOCIATION IS ITS YIDDISH NEWSPAPER FORVERTS, NOW PUBLISHED BI-WEEKLY IN PRINT AND UPDATED REGULARLY ONLINE. IT IS ONE OF THE FEW REMAINING PERIODICALS IN YIDDISH IN THE WORLD AND PROVIDES AN INDISPENSIBLE SERVICE TO ITS READERS WITH 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 2000 READERS THROUGH THE PRINTED NEWSPAPER AND THOUSANDS MORE THROUGH ITS WEBSITE, YIDDISH.FORWARD.COM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$142,978ExpenseAmt
Revenue$194,230RevenueAmt
DescCUBA TRIP: THE FORWARD EMBARKED ON A MISSION TO EXPLORE THE HISTORY OF THE COUNTRY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$7,045,796TotalProgramServiceExpensesAmt
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 SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial LiquidationYes (1)PartialLiquidationInd
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 Document171IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee76EmployeeCnt
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALAN BENDISHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128898200PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (22 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
TOM FREUDENHEIM
SECRETARY (UNTIL 11/15)5.001.00Yes (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
DEBORAH ZISKIN
MEMBERSHIP CHAIR (UNTIL 6/15)5.00Yes (X)$0$0$0
KEN BOB
MEMBERSHIP CHAIR5.00Yes (X)$0$0$0
ARY FREILICH
AUDIT CHAIR5.00Yes (X)$0$0$0
HARVEY SIGELBAUM
BUDGET CHAIR5.00Yes (X)$0$0$0
CARYL RATNER
COMPENSATION CHAIR5.00Yes (X)$0$0$0
JIM FELDMAN
DEVELOPMENT CHAIR5.00Yes (X)$0$0$0
ALEXIS GELBER
MEDIA CHAIR5.00Yes (X)$0$0$0
JON LUKOMNIK
INVESTMENT CHAIR (UNTIL 11/15)5.001.00Yes (X)$0$0$0
ELLEN BERLAND GIBBS
INVESTMENT CHAIR5.001.00Yes (X)$0$0$0
ALAN SILBERSTEIN
STRATEGIC PLANNING CHAIR5.00Yes (X)$0$0$0
SAMUEL NORICH
PRESIDENT/CEO & PUBLISHER60.00Yes (X)$363,958$0$16,178
JANE EISNER
EDITOR-IN-CHIEF60.00$204,603$0$14,373Yes (X)
BARRY S SURMAN
ASSOCIATE PUBLISHER50.00$155,203$0$21,213Yes (X)
BORIS SANDLER
EDITOR50.00$142,344$0$272Yes (X)
KIM AMZALLAG
ADVERTISING DIRECTOR50.00$121,429$0$25,059Yes (X)
MICHAEL J SARID
VP DEVELOPMENT50.00$170,033$0$8,577Yes (X)
KURT HOFFMAN
ART DIRECTOR36.00$110,485$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,268,055TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$85,672TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MACHELP
28 WEST 27TH STREETNEW YORKNY10001COMPUTER CONSULTANTS$548,675
SPRUCE PRIVATE INVESTORS
263 TRESSER BLVDSTAMFORDCT06901INVESTMENT MANAGEMENT$153,283
DAVIS WRIGHT TREMAINE LLP
1201 THIRD AVE SUITE 2200SEATTLEWA98101LEGAL SERVICES$109,988
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Related Organizations$5,600,604RelatedOrganizationsAmt
All Other Contributions$1,196,208AllOtherContributionsAmt
Noncash Contributions$40,322NoncashContributionsAmt
Total Contributions$6,796,812TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PUBLISHING SERVICE511110$1,672,549$833,823$838,726
MISSION INCOME900099$194,230$194,230
FieldValueIRS element (for citing)
Total Program Service Revenue$1,866,779TotalProgramServiceRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,275TotalRevenueColumnAmt
Exclusion$10,275ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$21,029TotalRevenueColumnAmt
Exclusion$21,029ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$21,029OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,694,895TotalRevenueColumnAmt
Related Or Exempt Func Income$1,028,053RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$838,726UnrelatedBusinessRevenueAmt
Exclusion$31,304ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$599,112TotalAmt
Program Services$383,432ProgramServicesAmt
Management And General$215,680ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,339,901TotalAmt
Program Services$2,815,765ProgramServicesAmt
Management And General$246,321ManagementAndGeneralAmt
Fundraising$277,815FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$37,137TotalAmt
Program Services$29,311ProgramServicesAmt
Management And General$6,675ManagementAndGeneralAmt
Fundraising$1,151FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$535,558TotalAmt
Program Services$427,252ProgramServicesAmt
Management And General$90,767ManagementAndGeneralAmt
Fundraising$17,539FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$302,494TotalAmt
Program Services$238,745ProgramServicesAmt
Management And General$54,377ManagementAndGeneralAmt
Fundraising$9,372FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,127,547TotalAmt
Program Services$827,869ProgramServicesAmt
Management And General$228,414ManagementAndGeneralAmt
Fundraising$71,264FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$42,671TotalAmt
Management And General$42,671ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,198TotalAmt
Management And General$41,198ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$60,847TotalAmt
Fundraising$60,847FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$646,072TotalAmt
Program Services$506,298ProgramServicesAmt
Management And General$116,585ManagementAndGeneralAmt
Fundraising$23,189FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$121,966TotalAmt
Program Services$68,388ProgramServicesAmt
Management And General$52,980ManagementAndGeneralAmt
Fundraising$598FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$204,027TotalAmt
Program Services$179,560ProgramServicesAmt
Management And General$22,345ManagementAndGeneralAmt
Fundraising$2,122FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,648TotalAmt
Program Services$9,057ProgramServicesAmt
Management And General$10,167ManagementAndGeneralAmt
Fundraising$424FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$63,650TotalAmt
Program Services$46,497ProgramServicesAmt
Fundraising$17,153FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$61,502TotalAmt
Program Services$35,306ProgramServicesAmt
Management And General$25,148ManagementAndGeneralAmt
Fundraising$1,048FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FREIGHT AND CIRCULATION$876,230$876,230
FREELANCE WRITERS$519,359$519,359
BAD DEBT$201,390$201,390
PHOTOS$36,931$36,931

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$52,937TotalAmt
Program Services$45,796ProgramServicesAmt
Fundraising$7,141FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,890,177TotalAmt
Program Services$7,045,796ProgramServicesAmt
Management And General$1,354,718ManagementAndGeneralAmt
Fundraising$489,663FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$74BOYAmt
EOY$74EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,591,796BOYAmt
EOY$594,318EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$88,367BOYAmt
EOY$52,970EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$378,731BOYAmt
EOY$135,652EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$170,082BOYAmt
EOY$69,049EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$824,699LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$599,137LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,182,987BOYAmt
EOY$225,562EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,843,998BOYAmt
EOY$105,359EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,768,739BOYAmt
EOY$3,751,526EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$130,249EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$53,024,774BOYAmt
EOY$5,064,759EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$386,117BOYAmt
EOY$528,532EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$821,840BOYAmt
EOY$625,148EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$676,504BOYAmt
EOY$4,055,112EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,884,461BOYAmt
EOY$5,208,792EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,077,786BOYAmt
EOY-$169,629EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$62,527BOYAmt
EOY$25,596EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,140,313BOYAmt
EOY-$144,033EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$53,024,774BOYAmt
EOY$5,064,759EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$195,282ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$51,089,064OtherChangesInNetAssetsAmt
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$360,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$687,838CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$873,813CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$957,302CurrentTaxYearMinus1YearAmt
Current Tax Year$6,796,812CurrentTaxYearAmt
Total$9,675,944TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$806,289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$807,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$851,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$796,634CurrentTaxYearMinus1YearAmt
Current Tax Year$1,028,053CurrentTaxYearAmt
Total$4,289,396TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,166,468CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,495,020CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,725,051CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,753,936CurrentTaxYearMinus1YearAmt
Current Tax Year$7,824,865CurrentTaxYearAmt
Total$13,965,340TotalAmt

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$13,965,340PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$921,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,022,321CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,259,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,138,752CurrentTaxYearMinus1YearAmt
Current Tax Year$10,275CurrentTaxYearAmt
Total$4,352,310TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$921,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,022,321CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,259,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,138,752CurrentTaxYearMinus1YearAmt
Current Tax Year$10,275CurrentTaxYearAmt
Total$4,352,310TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$614,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$853,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$900,114CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$812,799CurrentTaxYearMinus1YearAmt
Current Tax Year$838,726CurrentTaxYearAmt
Total$4,019,851TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,477CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,241CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,838CurrentTaxYearMinus1YearAmt
Current Tax Year$21,029CurrentTaxYearAmt
Total$92,379TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,723,601CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,406,841CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,891,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,713,325CurrentTaxYearMinus1YearAmt
Current Tax Year$8,694,895CurrentTaxYearAmt
Total$22,429,880TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.62260PublicSupportCY509Pct
Public Support PY5090.44090PublicSupportPY509Pct
Investment Income CY0.19400InvestmentIncomeCYPct
Investment Income PY0.30550InvestmentIncomePYPct
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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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$824,699OtherCostOrOtherBasisAmt
Depreciation$599,137DepreciationAmt
Book Value$225,562BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$225,562TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COOPERATIVE BANK STOCK$4,065F
HEDGE FUNDS$3,747,461F
FieldValueIRS element (for citing)
Total Book Value Securities$3,751,526TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
SEVERANCE PAYABLE$519,152
DUE TO FORWARD FUND$3,535,960
FieldValueIRS element (for citing)
Total Liability$4,055,112TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,244,895TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$550,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$550,000RevenueNotReportedAmt
Revenue Subtotal$8,694,895RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,694,895TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,440,177TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$550,000DonatedServicesUseFcltsAmt
Expenses Not Reported$550,000ExpensesNotReportedAmt
Expenses Subtotal$8,890,177ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,890,177TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 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, 2012 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTS- FOREIGN HEDGE FUNDS AND LIMITED LIABILITY COMPANYTypeOfActivitiesConductedTxt
Region Total Expenditures$3,747,461RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,747,461SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$3,747,461TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

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 (4 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/CEO & PUBLISHER$362,657$0$0$0$1,301$0$0$0$16,178$0$380,136$0$0$0
JANE EISNER
EDITOR-IN-CHIEF$203,360$0$0$0$1,243$0$0$0$14,373$0$218,976$0$0$0
BARRY S SURMAN
ASSOCIATE PUBLISHER$154,886$0$0$0$317$0$0$0$21,213$0$176,416$0$0$0
MICHAEL J SARID
VP DEVELOPMENT$169,714$0$0$0$319$0$0$0$8,577$0$178,610$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE BOARD APPROVES MERIT BASED BONUSES FOR ITS OFFICERS AND TOP EMPLOYEES FOR THEIR DEDICATION TO THE ORGANIZATION.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$40,322NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail (3 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDescDistributionDistributionDtFair Market Value Of AssetFairMarketValueOfAssetAmtMethod Of FMV DeterminationMethodOfFMVDeterminationTxtEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionTxt
FORWARD FUND INC
TRANSFER OF FUNDS TO THE FORDWARD FUND, INC.2015-06-15$1,000,000FAIR VALUE454590140125 MAIDEN LANENEW YORKNY10038501(C)(3)
FORWARD FUND INC
TRANSFER OF FUNDS TO THE FORDWARD FUND, INC.2015-05-20$11,960,130COST454590140125 MAIDEN LANENEW YORKNY10038501(C)(3)
FORWARD FUND INC
TRANSFER OF FUNDS TO THE FORDWARD FUND, INC.2015-03-23$38,128,934FAIR VALUE454590140125 MAIDEN LANENEW YORKNY10038501(C)(3)
FieldValueIRS element (for citing)
Director Of Successor20DirectorOfSuccessor2Ind
Employee Of Successor20EmployeeOfSuccessor2Ind
Owner Of Successor20OwnerOfSuccessor2Ind
Receive Compensation20ReceiveCompensation2Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 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, NEW MEMBERS SERVE FOR AN INITIAL 3 YEAR TERM. THEY MAY THEN BE NOMINATED FOR LIFETIME MEMBERSHIP. THE ASSOCIATION ALSO VOTES ON THE NOMINEES FOR LIFETIME MEMBERSHIP. THE GENERAL MEMBERSHIP ALSO ELECTS THE OFFICERS AND THE BOARD OF DIRECTOR/COMMITTEE CHAIRS. THE NOMINATING COMMITTEE PREPARES A SLATE OF CANDIDATES FOR THE 4 OFFICERS AND 8 COMMITTEE CHAIRS WHO COMPRISE THE BOARD OF DIRECTORS. THE MEMBERS OF THE ASSOCIATION VOTE FOR AND ELECT THE OFFICERS AND THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BEFORE 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 ON AUGUST 9 2014.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:EQUITY TRANSFER -51,089,064.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PAGE 1, BOX B:UPON COMPLETION OF THE AUDIT, CHANGES WERE MADE TO THE FINANCIAL INFORMATION INCLUDED PARTS VIII, IX, X AND XI OF THE 990. RELATED TO THESE CHANGES, THE FOLLOWING AREAS OF THE FORM ALSO CHANGED: PARTS I, III, IV, VII AND XII OF THE 990, SCHEDULE A PART III, SCHEDULE D PARTS X, XI AND XII, 990T PARTS I AND II SCHEDULE J PART I.

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 11A, IPublicCharityStatusTxt

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 Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FORWARD FUND
R$51,089,064FAIR VALUE
FORWARD FUND
C$5,600,604CASH

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