2016-05-12T09:55:49-05:00 2015-06-30 260004395 HALT BUZAS & POWELL LTD 1199 N FAIRFAX ST 10TH FLOOR ALEXANDRIA VA 22314 990 2014-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 KRIS MINOR CHIEF OPERATING OFFICER 2022073333 2016-05-12 1 R ERICA ROQUE P01701497 7038361350 2016-05-11 2014 2016-08-17 19:52:53Z KRIS MINOR 7064 EASTERN AVENUE NW WASHINGTON DC 20012 7625784 0 X WWW.FORUMFYI.ORG X 2002 DC PROVIDE TOOLS TO CREATE GREATER OPPORTUNITIES FOR YOUNG PEOPLE. 8 8 60 8 0 0 2589439 3738951 2555907 3690861 102 500 4448 180423 5149896 7610735 307785 190138 0 0 4082866 3903982 0 0 226409 2862164 3080105 7252815 7174225 -2102919 436510 3675550 3612144 764495 723933 2911055 2888211 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 3636609 126500 1170274 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. 2858418 63638 2496487 WEIKART CENTER FOR YOUTH 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. 216693 0 24100 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. 6711720 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 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 1 46 0 1 60 1 0 0 0 0 0 0 0 0 0 0 X 8 8 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 DIRECTOR 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 KAREN PITTMAN PRESIDENT 40.00 0.50 X 193793 0 8266 MERITA IRBY EXECUTIVE VICE PRESIDENT 40.00 0.50 X 128813 0 1042 KRIS MINOR CHIEF OPERATING OFFICER 40.00 X 112341 0 858 CHARLES SMITH SENIOR VP OF RESEARCH 40.00 X 134167 0 910 ELIZABETH GAINES VP OF POLICY SOLUTIONS 40.00 X 104280 0 712 THADDEUS FERBER VP OF POLICY ADVOCACY 40.00 X 101065 0 858 THOMAS DEVANEY VP BUSINESS STRATEGY 40.00 X 105313 0 844 879772 0 13490 7 0 1 0 ROGERS & COMPANY PLLC 8300 BOONE BOULEVARD SUITE 600 VIENNA VA 22182 ACCOUNTING SERVICES 296328 1 67082 682469 2989400 3738951 CONTRACT REVENUE 900099 2143282 2143282 PROGRAM SERVICE FEES 900099 1325561 1325561 PUBLICATIONS AND SALES 900099 222018 222018 3690861 500 500 15700 15049 651 651 651 DEBT FORGIVENESS 900099 178373 178373 MISCELLANEOUS INCOME 900099 1399 1399 179772 7610735 3690861 0 180923 190138 190138 398738 331313 53544 13881 2803660 2328488 377347 97825 60224 50222 7943 2059 396896 330979 52347 13570 244464 203862 32243 8359 68414 4554 63860 26726 2722 20649 3355 320389 18837 301552 596946 572649 16434 7863 379457 238647 138519 2291 151083 96745 52713 1625 520541 410818 90920 18803 597879 585466 8242 4171 346003 341470 4428 105 2383 2383 55300 28727 25379 1194 14984 2616 12368 G&A ALLOCATION 0 971084 -1022392 51308 7174225 6711720 236096 226409 18029 278241 710329 990608 807382 724353 1038576 738228 46606 54144 580991 307272 58467 273719 933306 473952 62855 78899 3675550 3612144 312239 259826 12000 68727 440256 395380 764495 723933 X 1796632 1224692 1114423 1663519 2911055 2888211 3675550 3612144 X 436510 -459354 X X 0 1 X 1 1 1 X 1867987 1271025 2351126 2589439 3738951 11818528 1867987 1271025 2351126 2589439 3738951 11818528 4953129 6865399 55058 29614 10476 803 16200 112151 1115 1176 28844 4448 179772 215355 12146034 11368818 0.56520 0.67350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 117 1 162 0 279 0 PART II-B, LINE 1: THE FORUM LOBBIED CONGRESS TO SUPPORT KEY PIECES OF LEGISLATION THAT PROMOTE COORDINATION OF CHILD AND YOUTH POLICIES. 580991 307272 273719 273719 LONG TERM LOAN PAYABLE 264265 CAPITAL LEASE OBLIGATION 88040 DEFERRED COMPENSATION OBLIGATION 43075 395380 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, 2015 AND 2014, 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, 2015 AND 2014, 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, 2015 AND 2014, NO UNCERTAIN TAX POSITIONS EXISTED FOR WHICH THE ORGANIZATION SHOULD RECOGNIZE A LIABILITY. 1 SCHOOL'S OUT WASHINGTON 801-23RD AVENUE S SUITE A SEATTLE WA 98144 460809713 501(C)(3) 6638 ADVANCE AND ALIGN PROGRAM QUALITY IMPROVEMENT TOOLS IN THE SUMMER AND AFTER-SCHOOL FIELD (WEIKART)ADVANCE AND ALIGN PROGRAM QUALITY IMPROVEMENT TOOLS IN THE SUMMER AND AFTER-SCHOOL FIELD (WEIKART)ADVANCE AND ALIGN PROGRAM QUALITY IMPROVEMENT TOOLS IN THE SUMMER AND AFTER-SCHOOL FIELD (WEIKART)ADVANCE AND ALIGN PROGRAM QUALITY IMPROVEMENT TOOLS IN THE SUMMER AND AFTER-SCHOOL FIELD (WEIKART)ADVANCE AND ALIGN PROGRAM QUALITY IMPROVEMENT TOOLS IN THE SUMMER AND AFTER-SCHOOL FIELD (WEIKART)ADVANCE AND ALIGN PROGRAM QUALITY IMPROVEMENT TOOLS IN THE SUMMER AND AFTER-SCHOOL FIELD (WEIKART) NATIONAL SUMMER LEARNING ASSOCIATION 575 S CHARLES STREET SUITE 310 BALTIMORE MD 21201 263356271 501(C)(3) 57000 ADVANCE AND ALIGN PROGRAM QUALITY IMPROVEMENT TOOLS IN THE SUMMER AND AFTER-SCHOOL FIELD (WEIKART) NORTHERN KENTUCKY EDUCATION COUNCIL 7310 TURFWAY ROAD FLORENCE KY 41042 203105862 501(C)(3) 15000 READY BY 21 BRIDGING RICHMOND (VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION) 901 W FRANKLIN STREET RICHMOND VA 23284 540757884 501(C)(3) 21500 READY BY 21 UNITED WAY WORLDWIDE 701 N FAIRFAX STREET ALEXANDRIA VA 22314 131635294 501(C)(3) 75000 READY BY 21 UNITED WAY OF GREATER RICHMOND AND PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 501(C)(3) 15000 READY BY 21 PROGRAMREADY BY 21 PROGRAMREADY BY 21 6 PART I, LINE 2: THE FORUM FOR YOUTH INVESTMENT (THE FORUM) HAS THE FINAL AUTHORITY OVER GRANT DISTRIBUTIONS. GRANT AWARDS ARE NOT APPROVED UNTIL THE FORUM HAS VERIFIED THE RECIPIENT ORGANIZATIONS TAX-EXEMPT STATUS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ITS STATUS AS A PUBLIC CHARITY AS DEFINED BY SECTION 509(A)(1), (2), OR (3), OR THE STATE OR LOCAL MUNICIPALITY DOCUMENTS. THE FORUM CONDUCTS BEST EFFORTS TO ENSURE THAT ALL GRANT FUNDS ARE USED EXCLUSIVELY FOR GRANT PURPOSES. GRANTS CANNOT BE USED TO FULFILL PLEDGES OR PROVIDE INDIVIDUAL OR PRIVATE BENEFIT. THE FORUM COMPLETES A THOROUGH REVIEW OF THE APPLICANTS ORGANIZING, EXEMPTION AND BOARD DOCUMENTS AS WELL AS CURRENT FINANCIAL RECORDS TO ENSURE ADEQUACY OF FISCAL HEALTH, GOVERNANCE, AND COMPLIANCE TO FEDERAL, STATE AND LOCAL REGULATIONS. THE EXECUTIVE TEAM APPROVES ALL AWARDS UPON REVIEW OF THE DOCUMENTATION BEFORE ANY FUNDS ARE DISBURSED. THE RECIPIENT SUBMITS PERIODIC REPORTS ON THE PROGRESS OF THE PROGRAM WITH EXPLANATION OF ANY LINE ITEM VARIANCES, KEEPING IN CLOSE CONTACT WITH LEAD PARTNERS AND DOCUMENTING CHANGES. ALL PERIODIC REPORTS MUST BE CURRENT BEFORE ADDITIONAL DISBURSEMENT CAN BE RELEASED. X X 1 1 X X 0 1 0 0 0 0 0 0 0 KAREN PITTMAN PRESIDENT 193793 0 0 0 0 0 11861 0 3012 0 208666 0 0 0 PART I, LINE 4B KAREN PITTMAN, $10,080 JAIRUS CATER DIRECTOR OF THE ORGANIZATION 3000 CONSULTING SERVICES 0 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 -459,354. 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 476932 63016 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 335408 CASH CADY-LEE PROPERTIES INC C 67082 CASH CADY-LEE PROPERTIES INC E 264265 CASH