2014-05-15T12:38:19-05:00 2013-06-30 260004395 HALT BUZAS & POWELL LTD 1199 N FAIRFAX ST 10TH FLOOR ALEXANDRIA VA 22314 990 2012-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 KAREN PITTMAN 2022073333 2014-05-15 1 CAROL MOUNT P00699613 7038361350 2014-05-15 2012 2015-11-30 17:44:51Z KAREN PITTMAN 7064 EASTERN AVENUE NW WASHINGTON DC 20012 4709340 0 X WWW.FORUMFYI.ORG X 2002 DC PROVIDE TOOLS TO CREATE GREATER OPPORTUNITIES FOR YOUNG PEOPLE. 8 8 55 8 0 0 1271025 2351126 1494644 2318894 26528 4818 4262 34502 2796459 4709340 1067978 274017 0 0 3789024 4027713 0 0 224422 2962043 2999195 7819045 7300925 -5022586 -2591585 8228152 5876139 622593 862165 7605559 5013974 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 3759655 274017 785018 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. 2782737 1518061 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. 358630 15815 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. 6901022 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 0 0 0 0 0 0 0 0 1 1 1 1 0 1 65 0 1 55 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 MINDY M LEWIS 1.00 0.50 X X 0 0 0 KAREN D SEITZ 1.00 X X 0 0 0 DAVID GLEASON 1.00 0.50 X 0 0 0 MICHAEL LEVINE 1.00 X 0 0 0 WILLIAM PURCELL 1.00 X 0 0 0 ARMISTEAD SAPP 1.00 0.50 X 0 0 0 VIVIAN TSENG 1.00 X 0 0 0 BILL HENNINGSGAARD 1.00 X 0 0 0 KAREN PITTMAN 40.00 0.50 X 221143 0 4800 MERITA IRBY 40.00 0.50 X 147784 0 9734 KRIS MINOR 40.00 X 121097 0 8583 CHARLES SMITH 40.00 X 127573 0 910 THADDEUS FERBER 40.00 X 113930 0 858 THOMAS DEVANEY 40.00 X 122500 0 844 ROBERT BOWEN 40.00 X 102573 0 17498 956600 0 43227 7 0 1 0 ROGERS & COMPANY PLLC 8300 BOONE BLVD SUITE 600 VIENNA VA 22182 ACCOUNTING SERVICES 309600 1 704805 1646321 2351126 CONTRACT REVENUE 900099 1265028 1265028 PROGRAM SERVICE FEES 900099 867084 867084 PUBLICATIONS AND SALES 900099 186782 186782 2318894 4818 4818 5658 0 5658 5658 5658 MISCELLANEOUS INCOME 900099 28844 28844 28844 4709340 2318894 0 39320 274017 274017 365388 306925 43847 14616 2969140 2509963 356084 103093 77518 48911 26514 2093 385278 250889 123501 10888 230389 151098 72713 6578 31386 1374 30012 331661 14523 317138 482696 353177 129519 462352 280552 174325 7475 223191 195797 27394 7233 4173 2958 102 417043 351006 51030 15007 535025 507600 22440 4985 385276 371113 9846 4317 1329 1118 163 48 91253 76803 11166 3284 23423 13513 9580 330 BAD DEBT EXPENSES 7327 5510 1817 G&A ALLOCATION 0 1182960 -1234566 51606 7300925 6901022 175481 224422 202356 3355170 1959940 4367581 2495623 80911 72474 39274 54089 445319 339158 168865 106161 197997 933306 18354 52190 8228152 5876139 586598 374297 35995 487868 622593 862165 X 3808730 3446891 3796829 1567083 7605559 5013974 8228152 5876139 -2591585 0 X X 0 1 X 1 1 1 X 1947953 2079541 1867987 1271025 2351126 9517632 1947953 2079541 1867987 1271025 2351126 9517632 3562031 5955601 65593 35759 55058 29614 10476 196500 1477 13078 1115 1176 28844 45690 9759822 7637506 0.61020 0.51420 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: UNEXPECTED PROGRAM GRANT DATE: 06/30/09 AMOUNT: 21007500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 446 1 403 0 849 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE FORUM LOBBIED CONGRESS TO SUPPORT KEY PIECES OF LEGISLATION THAT PROMOTE COORDINATION OF CHILD AND YOUTH POLICIES. 445319 339158 106161 106161 CAPITAL LEASE OBLIGATIONS 11864 REFUNDABLE ADVANCES 158 LONG TERM LOAN PAYABLE 475001 RENTAL DEPOSIT 845 487868 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 ANY NET INCOME DERIVED FROM ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. THE FORUM IS SUBJECT TO TAX ON NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, 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 PERIOD ENDED JUNE 30, 2013, 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, PURSUANT TO ACCOUNTING STANDARDS CODIFICATION (ASC) FOR INCOME TAXES. 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 INCOME TAX EXPENSE. AS OF JUNE 30, 2013 AND 2012, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. 1 AMERICAN ASSOCIATION OF SCHOOL ADMIN 1615 DUKE STREET ALEXANDRIA VA 22314 541999773 501(C)(3) 140000 READY BY 21 METRO UNITED WAY 334 E BROADWAY LOUISVILLE KY 40202 610444680 501(C)(3) 30000 READY BY 21 NASHVILLE PUBLIC EDUCATION FOUNDATION 2400 FAIRFAX AVENUE NASHVILLE TN 37212 481266314 501(C)(3) 16000 READY BY 21 NATIONAL SUMMER LEARNING ASSOCIATION 575 S CHARLES ST STE 310 BALTIMORE MD 21201 263356271 501(C)(3) 10000 READY BY 21 NORTHERN KENTUCKY EDUCATION COUNCIL 7310 TURFWAY ROAD FLORENCE KY 41042 203105862 501(C)(3) 30000 READY BY 21 CHICAGO YMCA 801 N DEARBORN CHICAGO IL 60610 362179782 501(C)(3) 12000 READY BY 21 UNITED WAY OF GREATER RICHMOND AND PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 501(C)(3) 30000 READY BY 21 7 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 CANNON 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 0 0 0 0 0 0 0 0 0 KAREN PITTMAN 221143 0 0 0 0 0 5607 0 4963 0 231713 0 0 0 MERITA IRBY 147784 0 0 0 0 0 4275 0 5459 0 157518 0 0 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 THE FORUM'S EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS IS CONSISTENT WITH PREVIOUS YEAR. COMMUNITY SYSTEMS GROUP LLC 8077 MEADOWVIEW DRIVE PARK CITY UT 84098 461416451 SCIENCE-BASED CONSULTING SERVICES AND TECHNOLOGY UT 220711 895325 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 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 CADY-LEE PROPERTIES INC K 310104 CASH