FORWARD ASSOC INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FORWARD ASSOC INC (EIN 13-0623590)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-11
IRS object ID
201423159349302907
Schema version
2013v3.0
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)
Return2014-11-11T15:03:07-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131517563PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB & TROPER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUE 12TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN130623590EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FORWARD ASSOCIATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFORWBusinessNameControlTxt
Phone2128898200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL NORICHPersonNm
Person TitlePRESIDENT/PUBLISHERPersonTitleTxt
Phone2128898200PhoneNum
Signature2014-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonISRAEL TANNENBAUMPreparerPersonNm
PTINP01589203PTIN
Phone2128674000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSAMUEL NORICHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$32,906,659GrossReceiptsAmt
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
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee79TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$900,114TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$250NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$637,838PYContributionsGrantsAmt
CY Contributions Grants$873,813CYContributionsGrantsAmt
PY Program Service Revenue$1,660,888PYProgramServiceRevenueAmt
CY Program Service Revenue$1,751,352CYProgramServiceRevenueAmt
PY Investment Income$2,076,929PYInvestmentIncomeAmt
CY Investment Income$3,305,454CYInvestmentIncomeAmt
PY Other Revenue$110,018PYOtherRevenueAmt
CY Other Revenue$120,049CYOtherRevenueAmt
PY Total Revenue$4,485,673PYTotalRevenueAmt
CY Total Revenue$6,050,668CYTotalRevenueAmt
PY Grants And Similar Paid$16,770PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,497,777PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,696,264CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$389,252CYTotalFundraisingExpenseAmt
PY Other Expenses$3,987,088PYOtherExpensesAmt
CY Other Expenses$3,999,306CYOtherExpensesAmt
PY Total Expenses$8,501,635PYTotalExpensesAmt
CY Total Expenses$8,700,070CYTotalExpensesAmt
PY Revenues Less Expenses-$4,015,962PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,649,402CYRevenuesLessExpensesAmt
Total Assets BOY$58,671,503TotalAssetsBOYAmt
Total Assets EOY$56,475,980TotalAssetsEOYAmt
Total Liabilities BOY$1,793,606TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,691,069TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$56,877,897NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,784,911NetAssetsOrFundBalancesEOYAmt
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$5,534,558ExpenseAmt
Grant$4,500GrantAmt
Revenue$805,569RevenueAmt
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$1,104,994ExpenseAmt
Revenue$45,669RevenueAmt
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
FieldValueIRS element (for citing)
Total Program Service Expenses$6,639,552TotalProgramServiceExpensesAmt
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 StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee79EmployeeCnt
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 Line1CRAIG ROSENBERGBusinessNameLine1
FieldValueIRS element (for citing)
Phone2128898200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JACOB MOROWITZ
CHAIR OF THE BOARD10.00Yes (X)Yes (X)$0$0$0
BARNEY ZUMOFF MD
VICE CHAIR (THROUGH 11/13)5.00Yes (X)Yes (X)$0$0$0
MARK MLOTEK
VICE CHAIR OF THE BOARD5.00Yes (X)Yes (X)$0$0$0
TOM FREUDENHEIM
SECRETARY5.00Yes (X)Yes (X)$0$0$0
RUTH E HOROWITZ
TREASURER (THROUGH 11/13)5.00Yes (X)Yes (X)$0$0$0
ALAN SILBERSTEIN
TREASURER5.00Yes (X)Yes (X)$0$0$0
ARY FREILICH
AUDIT CHAIR5.00Yes (X)$0$0$0
HARVEY SIGELBAUM
BUDGET CHAIR5.00Yes (X)$0$0$0
MATTHEW D GELFAND
COMPENSATION CHAIR5.00Yes (X)$0$0$0
JIM HOFHEIMER
DEVELOPMENT CHAIR5.00Yes (X)$0$0$0
ALEXIS GELBER
MEDIA CHAIR5.00Yes (X)$0$0$0
JON LUKOMNIK
INVESTMENT CHAIR5.00Yes (X)$0$0$0
GILDA BRUCKMAN
NOMINATING & MEMBERSHIP CHAIR(11/13)5.00Yes (X)$0$0$0
DEBORAH ZISKIN
NOMINATING & MEMBERSHIP CHAIR5.00Yes (X)Yes (X)$0$0$0
JUDY MISZNER
STRATEGIC PLANNING CHAIR5.00Yes (X)$0$0$0
SAMUEL NORICH
PRESIDENT/CEO & PUBLISHER60.00Yes (X)$243,596$0$19,339
JANE EISNER
EDITOR60.00$197,589$0$15,490Yes (X)
BARRY SURMAN
ASSOCIATE PUBLISHER50.00$152,743$0$20,531Yes (X)
BORIS SANDLER
EDITOR50.00$138,358$0$3,481Yes (X)
KIM AMZALLAG
ADVERTISING DIRECTOR40.00$125,968$0$20,609Yes (X)
VIRGINIA LARSON
CONTROLLER40.00$112,915$0$16,767Yes (X)
ROBERT STEVEN GOLDFARB
MARKETING DIRECTOR40.00$105,804$0$7,095Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,076,973TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$103,312TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
MACHELP NYC
28 W 27TH STNEW YORKNY10010IT CONSULTING$321,002
THE HORAH GROUP
351 MANVILLE ROADPLEASANTVILLENY10570MARKETING$274,314
SPRUCE PRIVATE INVESTORS LLC
263 TRESSER BLVDSTAMFORDCT06901INVESTMENT MANAGEMENT$192,096
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$873,813AllOtherContributionsAmt
Total Contributions$873,813TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPUBLISHING SERVICEDesc
Business511110BusinessCd
Total Revenue Column$1,751,352TotalRevenueColumnAmt
Related Or Exempt Func Income$851,238RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$900,114UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,751,352TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,105,521TotalRevenueColumnAmt
Exclusion$1,105,521ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,626TotalRevenueColumnAmt
Exclusion$15,626ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$138,665RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$40,483RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$98,182RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$98,182TotalRevenueColumnAmt
Exclusion$98,182ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,015,441SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$26,815,508SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,199,933SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,199,933TotalRevenueColumnAmt
Exclusion$2,199,933ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$6,241TotalRevenueColumnAmt
Exclusion$6,241ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,241OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,050,668TotalRevenueColumnAmt
Related Or Exempt Func Income$851,238RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$900,114UnrelatedBusinessRevenueAmt
Exclusion$3,425,503ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,500TotalAmt
Program Services$4,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$476,014TotalAmt
Program Services$304,856ProgramServicesAmt
Management And General$171,158ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,399,784TotalAmt
Program Services$2,856,709ProgramServicesAmt
Management And General$330,105ManagementAndGeneralAmt
Fundraising$212,970FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,740TotalAmt
Program Services$14,130ProgramServicesAmt
Management And General$341ManagementAndGeneralAmt
Fundraising$1,269FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$486,551TotalAmt
Program Services$402,558ProgramServicesAmt
Management And General$55,480ManagementAndGeneralAmt
Fundraising$28,513FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$318,175TotalAmt
Program Services$260,047ProgramServicesAmt
Management And General$40,486ManagementAndGeneralAmt
Fundraising$17,642FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$731,043TotalAmt
Program Services$493,521ProgramServicesAmt
Management And General$179,741ManagementAndGeneralAmt
Fundraising$57,781FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$69,182TotalAmt
Program Services$27,826ProgramServicesAmt
Management And General$27,138ManagementAndGeneralAmt
Fundraising$14,218FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,930TotalAmt
Management And General$38,930ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$201,669TotalAmt
Management And General$201,669ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$346,048TotalAmt
Program Services$346,048ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$701,828TotalAmt
Program Services$496,018ProgramServicesAmt
Management And General$173,332ManagementAndGeneralAmt
Fundraising$32,478FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$229,476TotalAmt
Program Services$176,077ProgramServicesAmt
Management And General$49,644ManagementAndGeneralAmt
Fundraising$3,755FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$42,981TotalAmt
Program Services$35,571ProgramServicesAmt
Management And General$6,906ManagementAndGeneralAmt
Fundraising$504FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,201TotalAmt
Program Services$10,285ProgramServicesAmt
Management And General$3,759ManagementAndGeneralAmt
Fundraising$157FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$439,807TotalAmt
Program Services$84,145ProgramServicesAmt
Management And General$341,436ManagementAndGeneralAmt
Fundraising$14,226FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$47,572TotalAmt
Program Services$27,154ProgramServicesAmt
Management And General$19,601ManagementAndGeneralAmt
Fundraising$817FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FREIGHT AND CIRCULATION$543,749$543,749
FREELANCE WRITERS$509,290$509,290
PHOTOS$44,906$44,906
BAD DEBT$11,851$11,851

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$26,773TotalAmt
Program Services$2,162ProgramServicesAmt
Management And General$19,689ManagementAndGeneralAmt
Fundraising$4,922FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,700,070TotalAmt
Program Services$6,639,552ProgramServicesAmt
Management And General$1,671,266ManagementAndGeneralAmt
Fundraising$389,252FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$799BOYAmt
EOY$74EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,056,130BOYAmt
EOY$1,213,115EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$137,249BOYAmt
EOY$63,053EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$377,419BOYAmt
EOY$335,975EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$24,546BOYAmt
EOY$29,676EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,700,331LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,110,723LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,017,421BOYAmt
EOY$12,589,608EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,764,020BOYAmt
EOY$34,752,175EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,857,312BOYAmt
EOY$7,492,304EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,436,607BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$58,671,503BOYAmt
EOY$56,475,980EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$366,056BOYAmt
EOY$336,115EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$673,368BOYAmt
EOY$582,308EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$754,182BOYAmt
EOY$772,646EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,793,606BOYAmt
EOY$1,691,069EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,877,897BOYAmt
EOY$54,634,911EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$150,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,877,897BOYAmt
EOY$54,784,911EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,671,503BOYAmt
EOY$56,475,980EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,649,402ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$556,416NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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$69,790CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$93,994CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$360,179CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$687,838CurrentTaxYearMinus1YearAmt
Current Tax Year$873,813CurrentTaxYearAmt
Total$2,085,614TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,004,258CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$816,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$806,289CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$807,182CurrentTaxYearMinus1YearAmt
Current Tax Year$851,238CurrentTaxYearAmt
Total$4,285,764TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,074,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$910,791CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,166,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,495,020CurrentTaxYearMinus1YearAmt
Current Tax Year$1,725,051CurrentTaxYearAmt
Total$6,371,378TotalAmt

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$6,371,378PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$688,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$543,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$921,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,022,321CurrentTaxYearMinus1YearAmt
Current Tax Year$1,259,812CurrentTaxYearAmt
Total$4,434,873TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$688,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$543,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$921,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,022,321CurrentTaxYearMinus1YearAmt
Current Tax Year$1,259,812CurrentTaxYearAmt
Total$4,434,873TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$864,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$794,011CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$614,506CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$853,706CurrentTaxYearMinus1YearAmt
Current Tax Year$900,114CurrentTaxYearAmt
Total$4,027,172TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,618CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,477CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,794CurrentTaxYearMinus1YearAmt
Current Tax Year$6,241CurrentTaxYearAmt
Total$91,533TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,646,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,256,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,723,601CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,406,841CurrentTaxYearMinus1YearAmt
Current Tax Year$3,891,218CurrentTaxYearAmt
Total$14,924,956TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.42690PublicSupportCY509Pct
Investment Income CY0.29710InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, 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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,969,102OtherCostOrOtherBasisAmt
Depreciation$1,643,708DepreciationAmt
Book Value$12,325,394BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$731,229OtherCostOrOtherBasisAmt
Depreciation$467,015DepreciationAmt
Book Value$264,214BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,589,608TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COOPERATIVE BANK STOCK$4,065F
HEDGE FUNDS$7,488,239F
FieldValueIRS element (for citing)
Total Book Value Securities$7,492,304TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSEVERANCE PAYABLEDesc
Amt$772,646Amt
FieldValueIRS element (for citing)
Total Liability$772,646TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,445,898TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$556,416NetUnrealizedGainsInvstAmt
Other Revenue$40,483OtherRevenueAmt
Revenue Not Reported$596,899RevenueNotReportedAmt
Revenue Subtotal$5,848,999RevenueSubtotalAmt
Investment Expenses Not Incld$201,669InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$201,669RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,050,668TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,538,884TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$40,483OtherExpensesIncludedAmt
Expenses Not Reported$40,483ExpensesNotReportedAmt
Expenses Subtotal$8,498,401ExpensesSubtotalAmt
Investment Expenses Not Incld2$201,669InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$201,669ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,700,070TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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. WEVE 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, WEVE RECEIVED, AND RESPONDED TO, A GROWING NUMBER OF QUERIES FROM ARTISTS, SCHOLARS, FILMMAKERS AND WRITERS. WERE 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, 2010 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSE 40,483.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSE 40,483.

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$7,488,239RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$7,488,239SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$7,488,239TotalSpentAmt
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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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$242,094$0$0$0$1,502$0$4,600$0$14,739$0$262,935$0$0$0
JANE EISNER
EDITOR$197,589$0$0$0$0$0$2,552$0$12,938$0$213,079$0$0$0
BARRY SURMAN
ASSOCIATE PUBLISHER$152,743$0$0$0$0$0$0$0$20,531$0$173,274$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE FORWARD ASSOCIATION IS A MEMBERSHIP ORGANIZATION MADE UP OF PEOPLE WHO SUBSCRIBE TO THE ASSOCIATION'S MISSION STATEMENT.
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 11WHEN THE COMPLETED FORM 990 IS RECEIVED BY THE ORGANIZATION, BEFORE IT IS FILED WITH THE IRS, IT WILL BE DISTRIBUTED VIA EMAIL TO MEMBERS OF THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS FOR REVIEW. THE MEMBERS WILL COMMUNICATE ANY QUESTIONS OR SUGGESTIONS TO MANAGEMENT. THE 990 WILL THEN BE FILED WITH THE IRS.
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 IN 2013.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE AVAILABLE UPON REQUEST
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FORWARD FUND INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode
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 INCBusinessNameLine1
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 Org0GiftGrntCapContriFromOthOrgInd
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 Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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