THE FORUM FOR YOUTH INVESTMENT: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE FORUM FOR YOUTH INVESTMENT (EIN 52-2242472)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201321339349302352
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T11:00:00-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260004395 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALT BUZAS & POWELL LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1199 N FAIRFAX ST 10TH FLOOR | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522242472 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FORUM FOR YOUTH INVESTMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORU | NameControl |
| Phone | 2022073333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7064 EASTERN AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20012 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN PITTMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 2022073333 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL MOUNT | Name |
| PTIN | P00699613 | PTIN |
| Phone | 7038361350 | Phone |
| Date Prepared | 2013-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KAREN PITTMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7064 EASTERN AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2796459 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FORUMFYI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | PROVIDES TOOLS TO CREATE GREATER OPPORTUNITIES FOR YOUNG PEOPLE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 49 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1867987 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1271025 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1308512 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1494644 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 39277 | InvestmentIncomePriorYear |
| Investment Income Current Year | 26528 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16896 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4262 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3232672 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2796459 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1989434 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1067978 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3544947 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3789024 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 188159 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2561927 | OtherExpensePriorYear |
| Other Expenses Current Year | 2962043 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8096308 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7819045 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4863636 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5022586 | RevenuesLessExpensesCY |
| Total Assets BOY | 13180743 | TotalAssetsBOY |
| Total Assets EOY | 8228152 | TotalAssetsEOY |
| Total Liabilities BOY | 552598 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 622593 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12628145 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7605559 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5445489 | Expense |
| Grants | 1067978 | Grants |
| Revenue | 218888 | Revenue |
| Description | READY BY 21 CORE: READY BY 21 CORE IS THE CORE MISSION OF THE FORUM. THE READY BY 21 CHALLENGES IS A CALL TO LEADERS TO USE BIGGER GOALS, BOLDER STRATEGIES, BETTER DATA, AND BROADER PARTNERSHIPS TO IMPROVE PROGRAMS FOR CHILDREN AND YOUNG PEOPLE. THE READY BY 21 PARTNERSHIP HAS TARGETED 200,000 LEADERS NATIONWIDE TO ENGAGE WITH THE CHALLENGE, AND 2,000 LEADERS TO IMPLEMENT READY BY 21 ACTION PLANS IN THEIR COMMUNITIES OR STATES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1609931 | Expense |
| Revenue | 1275756 | Revenue |
| Description | WEIKART CENTER FOR YOUTH QUALITY: THE DAVID P. WEIKART CENTER'S CORE 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 353249 | Expense |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7408669 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 55 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 49 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2022073333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7064 EASTERN AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20012 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MINDY M LEWIS | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| KAREN D SEITZ | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID GLEASON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LIBI SOCORRO GIL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL LEVINE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK RICARDO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VIVAN TSENG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CATHY ADAMS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BILL PURCELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ARMISTEAD SAPP | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KAREN PITTMAN | |||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 40.00 | 201833 | 0 | 11320 | X | ||
| MERITA IRBY | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 155471 | 0 | 9885 | X | ||
| ROBERT SCHAMBERG | |||||||
| EXECUTIVE VP/CHIEF ADMIN. OFFICER | 40.00 | 130974 | 0 | 19733 | X | ||
| ROBERT BOWEN | |||||||
| SENIOR DIRECTOR OF CORPORATE PARTNERSHIPS | 40.00 | 103551 | 0 | 18348 | X | ||
| THADDEUS FERBER | |||||||
| VICE PRESIDENT OF POLICY | 40.00 | 121478 | 0 | 14791 | X | ||
| KRIS MINOR | |||||||
| VICE PRESIDENT FOR PARTNERSHIPS AND COMMUNICATIONS | 40.00 | 121628 | 0 | 9459 | X | ||
| CHARLES SMITH | |||||||
| VICE PRESIDENT OF RESEARCH | 40.00 | 128056 | 0 | 19133 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 962991 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 102669 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COMMUNITY SYSTEMS GROUP | |||||
| PO BOX 6058 | ST LOUIS | MO | 63139 | CONSULTING | 176001 |
| RAFFA | |||||
| 1899 L STREET NW | WASHINGTON | DC | 20036 | ACCOUNTING AND HR | 175048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 613997 | GovernmentGrants |
| All Other Contributions | 657028 | AllOtherContributions |
| Total Contributions | 1271025 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT REVENUE | 900099 | 719475 | 719475 |
| PROGRAM SERVICES FEES | 900099 | 570451 | 570451 |
| PUBLICATIONS AND SALES | 900099 | 204718 | 204718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1494644 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26528 | TotalRevenueColumn |
| Exclusion | $26,528 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3086 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3086 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3086 | TotalRevenueColumn |
| Exclusion | $3,086 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1176 | TotalRevenueColumn |
| Exclusion | $1,176 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1176 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2796459 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1494644 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $30,790 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1067978 | Total |
| Program Services | 1067978 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 566602 | Total |
| Program Services | 453282 | ProgramServices |
| Management And General | 96322 | ManagementAndGeneral |
| Fundraising | 16998 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2609107 | Total |
| Program Services | 2084788 | ProgramServices |
| Management And General | 438518 | ManagementAndGeneral |
| Fundraising | 85801 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83537 | Total |
| Program Services | 66751 | ProgramServices |
| Management And General | 14042 | ManagementAndGeneral |
| Fundraising | 2744 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309186 | Total |
| Program Services | 247082 | ProgramServices |
| Management And General | 52026 | ManagementAndGeneral |
| Fundraising | 10078 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220592 | Total |
| Program Services | 176298 | ProgramServices |
| Management And General | 37147 | ManagementAndGeneral |
| Fundraising | 7147 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16868 | Total |
| Management And General | 16868 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223269 | Total |
| Management And General | 223269 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 805972 | Total |
| Program Services | 661456 | ProgramServices |
| Management And General | 144516 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458567 | Total |
| Program Services | 284160 | ProgramServices |
| Management And General | 171000 | ManagementAndGeneral |
| Fundraising | 3407 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118006 | Total |
| Program Services | 107846 | ProgramServices |
| Management And General | 10160 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404372 | Total |
| Program Services | 290993 | ProgramServices |
| Management And General | 96412 | ManagementAndGeneral |
| Fundraising | 16967 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588916 | Total |
| Program Services | 561790 | ProgramServices |
| Management And General | 25398 | ManagementAndGeneral |
| Fundraising | 1728 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221497 | Total |
| Program Services | 213038 | ProgramServices |
| Management And General | 7682 | ManagementAndGeneral |
| Fundraising | 777 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2428 | Total |
| Program Services | 1495 | ProgramServices |
| Management And General | 915 | ManagementAndGeneral |
| Fundraising | 18 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105734 | Total |
| Program Services | 65109 | ProgramServices |
| Management And General | 39830 | ManagementAndGeneral |
| Fundraising | 795 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9732 | Total |
| Program Services | 5993 | ProgramServices |
| Management And General | 3666 | ManagementAndGeneral |
| Fundraising | 73 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RECRUITMENT & RETENTION | 6682 | 5340 | 1125 | 217 |
| G&A ALLOCATION | 0 | 1115270 | -1156679 | 41409 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7819045 | Total |
| Program Services | 7408669 | ProgramServices |
| Management And General | 222217 | ManagementAndGeneral |
| Fundraising | 188159 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335028 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3527149 | BOY |
| EOY | 3355170 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8891103 | BOY |
| EOY | 4367581 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 80911 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50272 | BOY |
| EOY | 39274 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 416770 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 247905 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165280 | BOY |
| EOY | 168865 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197997 | BOY |
| EOY | 197997 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13914 | BOY |
| EOY | 18354 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13180743 | BOY |
| EOY | 8228152 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 513863 | BOY |
| EOY | 586598 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38735 | BOY |
| EOY | 35995 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 552598 | BOY |
| EOY | 622593 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4094447 | BOY |
| EOY | 3808730 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8533698 | BOY |
| EOY | 3796829 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12628145 | BOY |
| EOY | 7605559 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13180743 | BOY |
| EOY | 8228152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -5022586 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2854855 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1947953 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2079541 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1867987 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1271025 | CurrentTaxYear |
| Total | 10021361 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2854855 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1947953 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2079541 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1867987 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1271025 | CurrentTaxYear |
| Total | 10021361 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4722937 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5298424 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40118 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 65593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35759 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55058 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29614 | CurrentTaxYear |
| Total | 226142 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39729 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1477 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1115 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1176 | CurrentTaxYear |
| Total | 56575 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10304078 | TotalSupport |
| Gross Receipts From Admissions Etc | 5318612 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.51420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.55780 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: UNEXPECTED PROGRAM GRANT DATE: 06/30/09 AMOUNT: 21007500. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $3,837 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Rallies Demonstrations | $2,492 | RalliesDemonstrationsAmount |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 6329 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 416770 | OtherCostOrOtherBasis |
| Depreciation | 247905 | Depreciation |
| Book Value | 168865 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 168865 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $24,779 |
| REFUNDABLE ADVANCES | $11,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 35995 | TotalOfAmounts |
| Total Revenue | 2796459 | TotalRevenue |
| Total Expenses | 7819045 | TotalExpenses |
| Excess Or Deficit For Year | -5022586 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -5022586 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FORUM AND CADY-LEE FOLLOW THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FORUM AND CADY-LEE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON THEIR TAX-EXEMPT STATUS. 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 FORUM AND CADY-LEE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF JUNE 30, 2012 AND 2011, THE FORUM AND CADY-LEE HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF SCHOOL ADMIN | |||||||
| 1615 DUKE STREET | ALEXANDRIA | VA | 22314 | 541999773 | 501(C)(3) | 215040 | READY BY 21 |
| CORPORATE VOICES FOR WORKING FAMILIES | |||||||
| 1156 15TH STREET NW SUITE 1250 | WASHINGTON | DC | 20005 | 522351881 | 501(C)(3) | 50000 | READY BY 21 |
| METRO UNITED WAY | |||||||
| 334 E BROADWAY PO BOX 4488 | LOUISVILLE | KY | 402040488 | 610444680 | 501(C)(3) | 125000 | READY BY 21 |
| NATIONAL HUMAN SERVICES ASSEMBLY | |||||||
| 1101 14TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | 131624112 | 501(C)(3) | 40000 | READY BY 21 |
| NORTHERN KENTUCKY EDUCATION COUNCIL | |||||||
| 7310 TURFWAY ROAD SUITE 115 | FLORENCE | KY | 41042 | 203105862 | 501(C)(3) | 53500 | READY BY 21 |
| SEARCH INSTITUTE | |||||||
| 615 FIRST AVENUE NE SUITE 125 | MINNEAPOLIS | MN | 55413 | 410811842 | 501(C)(3) | 39897 | READY BY 21 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET ST | CHATTANOOGA | TN | 37402 | 620565962 | 501(C)(3) | 70000 | READY BY 21 |
| UNITED WAY OF GREATER RICHMOND | |||||||
| 2001 MAYWILL ST | RICHMOND | VA | 23230 | 237375346 | 501(C)(3) | 50000 | READY BY 21 |
| UNITED WAY OF METRO ATLANTA | |||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | 55315 | READY BY 21 |
| UNITED WAY WORLDWIDE | |||||||
| 701 N FAIRFAX ST | ALEXANDRIA | VA | 22314 | 131635294 | 501(C)(3) | 323925 | READY BY 21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 10 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN PITTMAN | |||||||||||||
| 201833 | 0 | 0 | 0 | 0 | 0 | 6639 | 0 | 4681 | 0 | 213153 | 0 | 0 | 0 |
| MERITA IRBY | |||||||||||||
| 155471 | 0 | 0 | 0 | 0 | 0 | 4500 | 0 | 5385 | 0 | 165356 | 0 | 0 | 0 |
| ROBERT SCHAMBERG | |||||||||||||
| 130974 | 0 | 0 | 0 | 0 | 0 | 4500 | 0 | 15233 | 0 | 150707 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 PROCESS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CADY-LEE PROPERTIES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7064 EASTERN AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470913342 | EIN |
| Primary Activities | PROVIDING AFFORDABLE OFFICE SPACE TO COMMUNITY ORGANIZATIONS | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(2) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CADY-LEE PROPERTIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionType |
| Amount Involved | 308062 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
Comments