2013-05-13T11:00:00-05:00 2012-06-30 260004395 HALT BUZAS & POWELL LTD 1199 N FAIRFAX ST 10TH FLOOR ALEXANDRIA VA 22314 990 2011-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073333 7064 EASTERN AVENUE NW WASHINGTON DC 20012 KAREN PITTMAN 2022073333 2013-05-01 1 CAROL MOUNT P00699613 7038361350 2013-05-01 2011 2016-02-24 21:20:13Z KAREN PITTMAN 7064 EASTERN AVENUE NW WASHINGTON DC 20012 2796459 0 X WWW.FORUMFYI.ORG X 2002 DC PROVIDES TOOLS TO CREATE GREATER OPPORTUNITIES FOR YOUNG PEOPLE. 10 10 49 0 0 0 1867987 1271025 1308512 1494644 39277 26528 16896 4262 3232672 2796459 1989434 1067978 0 0 3544947 3789024 0 0 188159 2561927 2962043 8096308 7819045 -4863636 -5022586 13180743 8228152 552598 622593 12628145 7605559 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 5445489 1067978 218888 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. 1609931 1275756 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. 353249 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. 7408669 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 0 1 0 1 55 0 1 49 1 0 0 0 0 0 0 0 0 X 10 10 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 X 0 0 0 KAREN D SEITZ 1.00 X 0 0 0 DAVID GLEASON 1.00 X 0 0 0 LIBI SOCORRO GIL 1.00 X 0 0 0 MICHAEL LEVINE 1.00 X 0 0 0 MARK RICARDO 1.00 X 0 0 0 VIVAN TSENG 1.00 X 0 0 0 CATHY ADAMS 1.00 X 0 0 0 BILL PURCELL 1.00 X 0 0 0 ARMISTEAD SAPP 1.00 X 0 0 0 KAREN PITTMAN 40.00 X 201833 0 11320 MERITA IRBY 40.00 X 155471 0 9885 ROBERT SCHAMBERG 40.00 X 130974 0 19733 ROBERT BOWEN 40.00 X 103551 0 18348 THADDEUS FERBER 40.00 X 121478 0 14791 KRIS MINOR 40.00 X 121628 0 9459 CHARLES SMITH 40.00 X 128056 0 19133 962991 0 102669 7 0 1 0 COMMUNITY SYSTEMS GROUP PO BOX 6058 ST LOUIS MO 63139 CONSULTING 176001 RAFFA 1899 L STREET NW WASHINGTON DC 20036 ACCOUNTING AND HR 175048 2 613997 657028 1271025 CONTRACT REVENUE 900099 719475 719475 PROGRAM SERVICES FEES 900099 570451 570451 PUBLICATIONS AND SALES 900099 204718 204718 1494644 26528 26528 3086 0 3086 3086 3086 MISCELLANEOUS INCOME 900099 1176 1176 1176 2796459 1494644 0 30790 1067978 1067978 566602 453282 96322 16998 2609107 2084788 438518 85801 83537 66751 14042 2744 309186 247082 52026 10078 220592 176298 37147 7147 16868 16868 223269 223269 805972 661456 144516 458567 284160 171000 3407 118006 107846 10160 404372 290993 96412 16967 588916 561790 25398 1728 221497 213038 7682 777 2428 1495 915 18 105734 65109 39830 795 9732 5993 3666 73 RECRUITMENT & RETENTION 6682 5340 1125 217 G&A ALLOCATION 0 1115270 -1156679 41409 7819045 7408669 222217 188159 335028 3527149 3355170 8891103 4367581 0 80911 50272 39274 416770 247905 165280 168865 197997 197997 13914 18354 13180743 8228152 513863 586598 38735 35995 552598 622593 X 4094447 3808730 8533698 3796829 12628145 7605559 13180743 8228152 -5022586 0 X X 0 1 1 X 1 1 X 2854855 1947953 2079541 1867987 1271025 10021361 2854855 1947953 2079541 1867987 1271025 10021361 4722937 5298424 40118 65593 35759 55058 29614 226142 39729 1477 13078 1115 1176 56575 10304078 5318612 0.51420 0.55780 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 3837 1 2492 0 6329 0 416770 247905 168865 168865 CAPITAL LEASE OBLIGATIONS 24779 REFUNDABLE ADVANCES 11216 35995 2796459 7819045 -5022586 -5022586 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. 1 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 10 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. 0 0 0 0 0 0 0 0 0 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 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. CADY-LEE PROPERTIES INC 7064 EASTERN AVENUE NW WASHINGTON DC 20012 470913342 PROVIDING AFFORDABLE OFFICE SPACE TO COMMUNITY ORGANIZATIONS DC 501(C)(2) N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 CADY-LEE PROPERTIES INC J 308062 CASH