2017-05-15T15:38:27-05:00 2016-06-30 260004395 HALT BUZAS & POWELL LTD 1199 N FAIRFAX ST 10TH FLOOR ALEXANDRIA VA 22314 990 2015-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 KRIS MINOR CHIEF OPERATING OFFICER 2022073333 2017-05-15 1 W ANDREW POWELL P01318399 7038361350 2017-05-15 2015 2021-01-29 14:40:06Z KRIS MINOR 7064 EASTERN AVENUE NW WASHINGTON DC 20012 6794219 0 X WWW.FORUMFYI.ORG X 2002 DC PROVIDE TOOLS TO CREATE GREATER OPPORTUNITIES FOR YOUNG PEOPLE. 9 9 61 9 0 0 3738951 3065364 3690861 3688139 500 520 180423 6099 7610735 6760122 190138 0 0 0 3903982 3844037 0 0 236920 3080105 3024513 7174225 6868550 436510 -108428 3612144 3588466 723933 921736 2888211 2666730 X THE FORUM FOR YOUTH INVESTMENT (FORUM) IS A NONPROFIT, NONPARTISAN "ACTION TANK" DEDICATED TO HELPING COMMUNITIES AND THE NATION MAKE SURE ALL YOUNG PEOPLE ARE READY BY 21 - READY FOR COLLEGE, WORK AND LIFE. INFORMED BY RIGOROUS RESEARCH AND PRACTICAL EXPERIENCE, FORUM FORGES INNOVATIVE IDEAS, STRATEGIES AND PARTNERSHIPS TO STRENGTHEN SOLUTIONS FOR YOUNG PEOPLE AND THOSE WHO CARE ABOUT THEM. A TRUSTED RESOURCE FOR POLICY MAKERS, ADVOCATES, RESEARCHERS AND PRACTITIONERS, THE FORUM PROVIDES YOUTH AND ADULT LEADERS WITH THE INFORMATION, CONNECTIONS AND TOOLS THEY NEED TO CREATE GREATER OPPORTUNITIES AND OUTCOMES FOR YOUNG PEOPLE. 0 0 2650293 1215708 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. 3217175 2429305 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. 270134 43126 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. 6137602 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 0 0 0 0 1 1 1 1 1 0 1 59 0 1 61 1 1 1 0 0 0 0 0 0 0 0 0 X 9 9 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 KAREN D SEITZ MEMBER-AT-LARGE 1.00 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 X 0 0 0 MINDY M LEWIS 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 214503 0 8266 MERITA IRBY EXECUTIVE VICE PRESIDENT 40.00 0.50 X 147059 0 1042 KRIS MINOR CHIEF OPERATING OFFICER 40.00 X 125600 0 858 CHARLES SMITH SENIOR VP OF RESEARCH 40.00 X 136696 0 910 THADDEUS FERBER VP OF POLICY ADVOCACY 40.00 X 110738 0 858 THOMAS DEVANEY VP BUSINESS STRATEGY 40.00 X 113599 0 844 STEPHANIE KRAUSS SENIOR FELLOW 40.00 X 118313 0 707 ELIZABETH GAINES SENIOR FELLOW 40.00 X 104243 0 707 1070751 0 14192 8 0 1 0 ROGERS & COMPANY PLLC 8300 BOONE BOULEVARD SUITE 600 VIENNA VA 22182 ACCOUNTING SERVICES 293442 1 69765 630666 2364933 3065364 CONTRACT REVENUE 900099 2177291 2177291 PROGRAM SERVICE FEES 900099 1220306 1220306 PUBLICATIONS AND SALES 900099 290542 290542 3688139 520 520 40196 34097 6099 6099 6099 6760122 3688139 0 6619 747234 585380 134959 26895 2471433 1936099 446378 88956 62584 49030 11302 2252 325058 254665 58695 11698 237728 186234 42937 8557 62627 8443 54184 14716 1328 13388 317328 8712 308616 628351 603860 21749 2742 341070 200282 137440 3348 168931 118970 42752 7209 200 200 499215 357953 126326 14936 413535 376478 24792 12265 418394 408043 10184 167 18198 4521 13638 39 128259 110734 12192 5333 13689 13689 G&A ALLOCATION 0 926670 -979193 52523 6868550 6137602 494028 236920 278241 77258 990608 690499 724353 866732 738228 1139401 54144 55006 654750 382992 273719 271758 473952 405812 78899 82000 3612144 3588466 259826 258412 68727 122533 395380 540791 723933 921736 X 1224692 858441 1663519 1808289 2888211 2666730 3612144 3588466 X -108428 -113053 X X 0 1 X 1 0 X 1271025 2351126 2589439 3738951 3065364 13015905 1271025 2351126 2589439 3738951 3065364 13015905 5554595 7461310 29614 10476 803 16200 40718 97811 1176 28844 4448 179772 214240 13327956 12705236 0.55980 0.56520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1295 1 1394 0 2689 0 PART II-B, LINE 1: THE FORUM LOBBIED CONGRESS TO SUPPORT KEY PIECES OF LEGISLATION THAT PROMOTE COORDINATION OF CHILD AND YOUTH POLICIES. 654750 382992 271758 271758 LONG TERM LOAN PAYABLE 404246 CAPITAL LEASE OBLIGATION 85169 DEFERRED COMPENSATION OBLIGATION 51376 540791 X PART X, LINE 2: THE FORUM IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. THIS CODE SECTION ENABLES THE FORUM TO ACCEPT DONATIONS THAT QUALIFY AS CHARITABLE CONTRIBUTIONS TO THE DONOR. THE FORUM IS SUBJECT TO INCOME TAXES ON TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES, SUCH AS CONTRACT, PROGRAM SERVICE FEES AND PUBLICATIONS AND SALES. FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, THE FORUM DID NOT RECOGNIZE INCOME TAX EXPENSE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS AS THERE WAS NO UNRELATED BUSINESS TAXABLE INCOME. CSG IS WHOLLY OWNED BY THE FORUM AND ITS OPERATING RESULTS FLOW THROUGH TO THE FORUM FOR TAX REPORTING PURPOSES. FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, CSG DID NOT HAVE ANY ACTIVITY CONSIDERED TO BE UNRELATED BUSINESS ACTIVITY, AND AS A RESULT, NO TAX PROVISION WAS RECOGNIZED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF THERE ARE MATERIAL OMISSIONS OF INCOME, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS OF JUNE 30, 2016 AND 2015, NO UNCERTAIN TAX POSITIONS EXISTED FOR WHICH THE ORGANIZATION SHOULD RECOGNIZE A LIABILITY. X X 1 1 X X 0 1 0 0 0 0 0 0 0 KAREN PITTMAN PRESIDENT 214503 0 0 0 0 0 10080 0 11168 0 235751 0 0 0 MERITA IRBY EXECUTIVE VICE PRESIDENT 147059 0 0 0 0 0 4500 0 8270 0 159829 0 0 0 CHARLES SMITH SENIOR VP OF RESEARCH 136696 0 0 0 0 0 4200 0 21769 0 162665 0 0 0 PART I, LINE 4B KAREN PITTMAN, $17,200 FORM 990, PART VI, SECTION B, LINE 11 FINANCE COMMITTEE 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 XI, LINE 9: IMPAIRMENT LOSS ON INTANGIBLE ASSET -68,140. LOSS FROM DISCONTINUED COMPONENT -44,913. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DIDN'T CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. COMMUNITY SYSTEMS GROUP LLC 7064 EASTERN AVENUE NW WASHINGTON DC 20012 461416451 SCIENCE-BASED CONSULTING SERVICES AND TECHNOLOGY DC 17896 0 THE FORUM FOR YOUTH INVESTMENT CADY-LEE PROPERTIES INC 7064 EASTERN AVENUE 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 0 0 CADY-LEE PROPERTIES INC K 348825 CASH CADY-LEE PROPERTIES INC C 69765 CASH CADY-LEE PROPERTIES INC E 404246 CASH