THE FORGE INITIATIVE INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE FORGE INITIATIVE INC (EIN 27-3380977)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-17
- IRS object ID
- 201540489349200614
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-17T12:12:59-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464277197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lori Aveni CPA PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 N Salem St Suite 207 | AddressLine1 |
| City | Apex | City |
| State | NC | State |
| ZIP Code | 27502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273380977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE ROBOTICS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAKE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 COPPER HILL DRIVE | AddressLine1 |
| City | CARY | City |
| State | NC | State |
| ZIP Code | 27518 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MELLENDORF | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9196166332 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Aveni CPA | PreparerPersonNm |
| PTIN | P01721281 | PTIN |
| Phone | 9193082470 | PhoneNum |
| Preparation | 2015-02-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.WAKEROBOTICS.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $191,083 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $171,294 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $16,864 | ProgramServiceRevenueAmt |
| Membership Dues | $2,925 | MembershipDuesAmt |
| Total Revenue | $191,083 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,113 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $21,941 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $30 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $47,613 | OtherExpensesTotalAmt |
| Total Expenses | $70,697 | TotalExpensesAmt |
| Excess Or Deficit For Year | $120,386 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $7,237 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $127,623 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,237 | BOYAmt |
| EOY | $126,978 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,438 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,237 | BOYAmt |
| EOY | $131,416 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,793 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,237 | BOYAmt |
| EOY | $127,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | STEAM EDUCATION USING ROBOTICS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| WAKE ROBOTICS PROVIDES COMPETITIVE ROBOTICS TEAMS FOR YOUTHS FOR APPROXIMATELY 95 YOUTH SERVED DURING THE YEAR | $33,773 |
| GENERAL PROGRAM SUPPORT PROVIDES MATERIALS AND RESOURCES TO ALL WAKE ROBOTICS PROGRAMS | $19,973 |
| OPEN FORGE IS A MULTI-AGE PROGRAM FOR WAKE ROBOTICS MEMBER FAMILIES INVOLVING TECHNOLOGY ENGINEERING AND SCIENCE EXPLORATION UP TO 80 PARTICIPANTS THROUGHOUT THE YEAR | $2,822 |
| Other program services | $2,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $59,432 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LINDA WHIPKER PHD | ||||
| PRESIDENT | 50.00 | $0 | $0 | $0 |
| ROBERT MACKIE | ||||
| VICE PRESIDENT | 20.00 | $0 | $0 | $0 |
| KAREN MELLENDORF | ||||
| TREASURER | 50.00 | $0 | $0 | $0 |
| GABRIELE HESTER | ||||
| SECRETARY | 30.00 | $0 | $0 | $0 |
| KATE IVERS | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| FIONA LAST-POWELL | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| ADRIAN POWELL | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| SIOBHAN BALL | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL FEIGIN | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MELLENDORF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 COPPER HILL DRIVE | AddressLine1 |
| City | CARY | City |
| State | NC | State |
| ZIP Code | 27518 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9196166332 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $19,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,083 | CurrentTaxYearAmt |
| Total | $230,529 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $19,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,083 | CurrentTaxYearAmt |
| Total | $230,529 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $87,550 | SubstantialContributorsTotAmt |
| Public Support Total170 | $142,979 | PublicSupportTotal170Amt |
| Total Support | $230,529 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTTOOLS, MATERIALS, SUPPLIES 19,925EVENT REGISTRATION FEES & EXPENSES 12,313COMPUTER & INTERNET EXPENSES 4,299FUNDRAISING COSTS 3,921INSURANCE EXPENSE 2,160T-SHIRTS, BUTTONS, OTHER MARKETING 1,835TRAINING 1,017TELEPHONE EXPENSE 857REPAIRS & MAINTENANCE 649BANK FEES 372DUES AND MEMBERSHIPS 220TRAVEL EXPENSE 45 |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEARLEASEHOLD IMPROVEMENTS 0 3,744ACCOUNTS RECEIVABLE 0 694 |
| Description of total liabilities Part II line 26 | CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE 0 3,793 |
| Other program services Part III line 31 | OUTREACH IS A PROGRAM FOR 105 YOUTH AND ADULT VOLUNTEERS WHO LEAD HANDS-ON TECHNOLOGY DEMOS TO THE COMMUNITY AT SCHOOLS, LIBRARIES, MUSEUMS, AND CORPORATIONS. $1,457YOUTH LEADERSHIP IS A PROGRAM FOR 40 MIDDLE SCHOOL AND HIGH SCHOOL YOUTH WHO ARE READY FOR INDIVIDUALIZED LEADERSHIP OPPORTUNITIES IN THE COMMUNITY. $1,006STEAM PROGRAMS ARE MULTI-MONTH TO YEAR-LONG PROGRAMS FOR 15 K-12 YOUTH FOCUSING ON ENGINEERING AND TECHNOLOGY CURRICULUM. $390 |
| Changes to governing documents Part V line 34 | THE ORGANIZATION MODIFIED ITS BYLAWS DURING THE FISCAL YEAR. A NEW MISSION STATEMENT WAS ADOPTED: TO EMPOWER FAMILIES AND INDIVIDUALS OF ALL AGES TO COLLABORATIVELY EXPLORE, LEARN, AND LEAD USING TECHNOLOGY AND ENGINEERING.THE BYLAWS WERE ALSO MODIFIED TO ALLOW AN OFFICER TO SERVE MORE THAN 5 CONSECUTIVE TERMS WITH UNANIMOUS APPROVAL BY THE BOARD OF DIRECTORS. EACH ADDITIONAL TERM AFTER THE LIMIT OF FIVE ONE-YEAR TERMS REQUIRES UNANIMOUS APPROVAL BY THE BOARD OF DIRECTORS.THE FOLLOWING TEXT WAS ADDED TO THE ORGANIZATION'S BYLAWS: POLICIES OF THE CORPORATION MAY BE MODIFIED, AMENDED, REPEALED, OR ADDED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. |
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