FORWARD ASSOC INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
FORWARD ASSOC INC (EIN 13-0623590)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201303199349303690
Schema version
2012v2.1
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)
Timestamp2013-11-15T11:00:54-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN131517563EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUE 12TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN130623590EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE FORWARD ASSOCIATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFORWNameControl
Phone2128898200Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameSAMUEL NORICHName
TitlePRESIDENT/PUBLISHERTitle
Phone2128898200Phone
Date Signed2013-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFREDERICK H ROTHMANName
PTINP01275277PTIN
Phone2128674000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSAMUEL NORICHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode
FieldValueIRS element (for citing)
Gross Receipts12201321GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FORWARD.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1901YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees58TotalNbrEmployees
Total Nbr Volunteers12TotalNbrVolunteers
Total Gross UBI853706TotalGrossUBI
Net Unrelated Business Txbl Income-250NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year360179ContributionsGrantsPriorYear
Contributions Grants Current Year637838ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1420795ProgramServiceRevenuePriorYear
Program Service Revenue CY1660888ProgramServiceRevenueCY
Investment Income Prior Year1341557InvestmentIncomePriorYear
Investment Income Current Year2076929InvestmentIncomeCurrentYear
Other Revenue Prior Year44876OtherRevenuePriorYear
Other Revenue Current Year110018OtherRevenueCurrentYear
Total Revenue Prior Year3167407TotalRevenuePriorYear
Total Revenue Current Year4485673TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year9228GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY16770GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4119514SalariesEtcPriorYear
Salaries Etc Current Year4497777SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year28000TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year421667TotalFundrsngExpCurrentYear
Other Expense Prior Year4275246OtherExpensePriorYear
Other Expenses Current Year3987088OtherExpensesCurrentYear
Total Expenses Prior Year8431988TotalExpensesPriorYear
Total Expenses Current Year8501635TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-5264581RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-4015962RevenuesLessExpensesCY
Total Assets BOY60715478TotalAssetsBOY
Total Assets EOY58671503TotalAssetsEOY
Total Liabilities BOY1597156TotalLiabilitiesBOY
Total Liabilities EOY1793606TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY59118322NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY56877897NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense5106843Expense
Grants16770Grants
Revenue753664Revenue
DescriptionENGLISH 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1246515Expense
Revenue53518Revenue
DescriptionYIDDISH 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.Description
FieldValueIRS element (for citing)
Total Program Service Expense6353358TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096127NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees58NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCANameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledHIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1VIRGINA LARSONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2128898200TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
JACOB MOROWITZ
CHAIR OF THE BOARD10.00XX000
BARNETT ZUMOFF
VICE CHAIR OF THE BOARD5.00XX000
RUTH HOROWITZ
TREASURER5.00XX000
DEBORAH ZISKIN
SECRETARY5.00XX000
MARK MLOTEK
AUDIT CHAIR5.00X000
HARVEY SIGELBAUM
BUDGET CHAIR5.00X000
MATTHEW GELFAND
COMPENSATION CHAIR5.00X000
JIM HOFHEIMER
DEVELOPMENT CHAIR5.00X000
TOM FREUDENHEIM
MEDIA CHAIR5.00X000
JON LUKOMNIK
INVESTMENT CHAIR5.00X000
GILDA BRUCKMAN
NOMINATING & MEMBERSHIP CH5.00X000
JUDY MISZNER
STRATEGIC PLANNING5.00X000
SAMUEL NORICH
PRESIDENT/PUBLISHER60.00X219474023200
JANE EISNER
EDITOR60.0019160709544X
BARRY SURMAN
ASSOCIATE PUBLISHER60.00147472017269X
BORIS SANDLER
EDITOR50.0013253406339X
VIRGINIA LARSON
CONTROLLER40.00109694014130X
JANET HEISER
ASS'T EXECUTIVE DIRECTOR50.00103634011781X
KIM AMZALLAG
ADVERTISING DIRECTOR40.00102269017207X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1006684TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation99470TotalOtherCompensation
Number Individuals GT100 K7NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MACHELP NYC
28 W 27TH STNEW YORKNY10010IT CONSULTING245900
SPRUCE PRIVATE INVESTORS LLC
263 TRESSER BLVDSTAMFORDCT06901INVESTMENT MANAGEMENT231032
THE HORAH GROUP
351 MANVILLE ROADPLEASANTVILLENY10570MARKETING188800
AB DATA
600 AB DATA DRIVEMILWAUKEEWI53217MARKETING108882
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
All Other Contributions637838AllOtherContributions
Total Contributions637838TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPUBLISHING SERVICEDescription
Business Code511110BusinessCode
Total Revenue Column1660888TotalRevenueColumn
Related Or Exempt Function Income807182RelatedOrExemptFunctionIncome
Unrelated Business Revenue853706UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue1660888TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column909107TotalRevenueColumn
Exclusion$909,107ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column3655TotalRevenueColumn
Exclusion$3,655ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real109559Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real38990Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real70569Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column70569TotalRevenueColumn
Exclusion$70,569ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities8844480Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities7676658Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1167822Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1167822TotalRevenueColumn
Exclusion$1,167,822ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column35794TotalRevenueColumn
Exclusion$35,794ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue35794TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4485673TotalRevenueColumn
Related Or Exempt Function Income807182RelatedOrExemptFunctionIncome
Unrelated Business Revenue853706UnrelatedBusinessRevenue
Exclusion$2,186,947ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total16770Total
Program Services16770ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total443825Total
Program Services284242ProgramServices
Management And General159583ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3193844Total
Program Services2643281ProgramServices
Management And General303640ManagementAndGeneral
Fundraising246923Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total21239Total
Program Services17449ProgramServices
Management And General2151ManagementAndGeneral
Fundraising1639Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total529112Total
Program Services422919ProgramServices
Management And General58271ManagementAndGeneral
Fundraising47922Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total309757Total
Program Services257133ProgramServices
Management And General41784ManagementAndGeneral
Fundraising10840Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total593743Total
Program Services332190ProgramServices
Management And General210269ManagementAndGeneral
Fundraising51284Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total144034Total
Program Services27100ProgramServices
Management And General106691ManagementAndGeneral
Fundraising10243Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total37750Total
Management And General37750ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total231032Total
Management And General231032ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total371956Total
Program Services371956ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total699011Total
Program Services574153ProgramServices
Management And General102945ManagementAndGeneral
Fundraising21913Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total221011Total
Program Services169033ProgramServices
Management And General48348ManagementAndGeneral
Fundraising3630Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total38287Total
Program Services34489ProgramServices
Management And General3554ManagementAndGeneral
Fundraising244Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16676Total
Program Services15004ProgramServices
Management And General1605ManagementAndGeneral
Fundraising67Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total444285Total
Program Services83080ProgramServices
Management And General346793ManagementAndGeneral
Fundraising14412Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total52344Total
Program Services29488ProgramServices
Management And General21942ManagementAndGeneral
Fundraising914Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
FREIGHT AND CIRCULATION559634559634
FREELANCE WRITERS460537460537
BAD DEBT43874387

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total112401Total
Program Services54900ProgramServices
Management And General45865ManagementAndGeneral
Fundraising11636Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total8501635Total
Program Services6353358ProgramServices
Management And General1726610ManagementAndGeneral
Fundraising421667Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2600BOY
EOY799EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1131971BOY
EOY1056130EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY137249EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY144001BOY
EOY377419EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY127502BOY
EOY24546EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis14688337LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1670916LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY13446103BOY
EOY13017421EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY22551179BOY
EOY28764020EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY17812122BOY
EOY9857312EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY5500000BOY
EOY5436607EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY60715478BOY
EOY58671503EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY275468BOY
EOY366056EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY560714BOY
EOY673368EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY760974BOY
EOY754182EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1597156BOY
EOY1793606EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY59118322BOY
EOY56877897EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY59118322BOY
EOY56877897EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY60715478BOY
EOY58671503EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-4015962ReconcilationRevenueExpenses
Reconciliation Unrealized Invest1775537ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years69790CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years93994CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year360179CurrentTaxYearMinus1Year
Current Tax Year687838CurrentTaxYear
Total1211801Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years1869093CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1610808CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1420795CurrentTaxYearMinus1Year
Current Tax Year1660888CurrentTaxYear
Total6561584Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years1938883CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1704802CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1780974CurrentTaxYearMinus1Year
Current Tax Year2348726CurrentTaxYear
Total7773385Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total5097773385PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years688176CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years543414CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year921150CurrentTaxYearMinus1Year
Current Tax Year1022321CurrentTaxYear
Total3175061Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years688176CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years543414CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year921150CurrentTaxYearMinus1Year
Current Tax Year1022321CurrentTaxYear
Total3175061Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years19618CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8403CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year21477CurrentTaxYearMinus1Year
Current Tax Year35794CurrentTaxYear
Total85292Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years2646677CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2256619CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2723601CurrentTaxYearMinus1Year
Current Tax Year3406841CurrentTaxYear
Total11033738Total
FieldValueIRS element (for citing)
First5 Years509XFirst5Years509
General ExplanationSCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUSGeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis13969102OtherCostOrOtherBasis
Depreciation1278740Depreciation
Book Value12690362BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis719235OtherCostOrOtherBasis
Depreciation392176Depreciation
Book Value327059BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings13017421TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
COOPERATIVE BANK STOCK4065F
HEDGE FUNDS9853247F
FieldValueIRS element (for citing)
Total Of Book Value Securities9857312TotalOfBookValueSecurities

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDUE FROM BROKERDescription
Book Value5436607BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets5436607TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionSEVERANCE PAYABLEDescription
Amount$754,182Amount
FieldValueIRS element (for citing)
Total Of Amounts754182TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt6069168TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1775537NetUnrealizedGainsInvestments
Other Revenues38990OtherRevenues
Revenue Not Rptd F9901814527RevenueNotRptdF990
Revenue Subtotal4254641RevenueSubtotal
Investment Expenses Not Included231032InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt231032RevenueNotRptdOnFinStmt
Total Revenue Per Form9904485673TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8309593TotExpensesEtcAuditedFinclStmt
Other Expenses Included38990OtherExpensesIncluded
Expenses Not Rptd F99038990ExpensesNotRptdF990
Expenses Subtotal8270603ExpensesSubtotal
Investment Expenses Not Included2231032InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt231032ExpensesNotRptdOnFinStmt
Total Expenses Per Form9908501635TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 4:THE FORWARD ASSOCIATION HAS DEVOTED SUBSTANTIAL EFFORT AND FUNDS FOR THE LAST 15 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 THIS YEAR, 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 15 YEARS W 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 TWO TO 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, 2009 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
RENTAL EXPENSE 38,990.PART XI, LINE 2D - OTHER ADJUSTMENTS:
RENTAL EXPENSE 38,990.PART XII, LINE 2D - OTHER ADJUSTMENTS:

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedINVESTMENTS- FOREIGN HEDGE FUNDS AND LIMITED LIABILITY COMPANYTypeOfActivitiesConducted
Total Expenditures9853247TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent9853247SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent9853247TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: APPLICANTS SUBMIT A FORM REQUESTING FUNDS. AFTER MANAGEMENT APPROVES TO PROVIDE THE FUNDS, THE ORGANIZATION IS REQUIRED TO SUBMIT TO MANAGEMENT A REPORT DESCRIBING HOW THE FUNDS WERE USED.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
SAMUEL NORICH
PRESIDENT/PUBLISHER218628000846022490209510242674000
JANE EISNER
EDITOR1911750004320747087970201151000
BARRY SURMAN
ASSOCIATE PUBLISHER147303000169000172690164741000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanation
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 2012.
FORM 990, PART VI, SECTION C, LINE 19THESE DOCUMENTS ARE AVAILABLE UPON REQUEST
FORM 990, PART X11 LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1FORWARD FUND INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1125 MAIDEN LANEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10038ZIPCode
FieldValueIRS element (for citing)
EIN454590140EIN
Primary ActivitiesSUPPORTING ORGANIZATIONPrimaryActivities
Legal Domicile StateNYLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 11A, IPublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE FOWARD ASSOCIATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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