2026-05-15T08:50:46-05:00 2025-06-30 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2024-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073733 2000 PENNSYLVANIA AVE NW STE 7000 WASHINGTON DC 20006 PHILLIP ROBINSON CHIEF EXECUTIVE OFFICER 2022073733 2026-05-12 1 0 X HSUANYI WANG P03292356 4107205220 2026-05-12 2024 2025-03-06 01:10:19Z PHILLIP ROBINSON 2000 PENNSYLVANIA AVE NW STE 7000 WASHINGTON DC 20006 3589440 0 X WWW.FORUMFYI.ORG X 2002 DC TO ADVANCE EQUITABLE YOUTH OPPORTUNITIES AND OUTCOMES THROUGH QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS. 9 9 53 11 0 0 3189131 1281568 2895045 2273400 72236 14599 3149 14426 6159561 3583993 0 17745 0 0 4535041 4105041 0 0 117442 3202870 3175729 7737911 7298515 -1578350 -3714522 4557417 2847678 1073624 1144437 3483793 1703241 OUR MISSION IS TO ADVANCE EQUITABLE YOUTH OPPORTUNITIES AND OUTCOMES THROUGH QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS. ALL YOUNG PEOPLE REACH THEIR FULLEST POTENTIAL - IN EDUCATION, WORK, AND LIFE. 0 0 3673121 17745 2260113 YOUTH PROGRAM QUALITY: THE FORUM'S WEIKART CENTER FOR PROGRAM QUALITY PROVIDES PUBLIC AND PRIVATE PARTNERS WITH TOOLS, ASSESSMENTS, COACHING, AND TRAINING WORKSHOPS TO IMPROVE THE QUALITY OF YOUTH EXPERIENCES IN OUT-OF-SCHOOL TIME (OST) PROGRAMMING. OUR SIGNATURE YOUTH PROGRAM QUALITY IMPROVEMENT (YPQI) APPROACH IS AN EVIDENCE-BASED APPROACH TO CONTINUOUS QUALITY IMPROVEMENT (CQI) THAT HARNESSES THE POWER OF RESEARCH AND PRACTITIONER EXPERIENCE. ROOTED IN BOTH DATA AND FIELD-TESTED IMPLEMENTATION, YPQI MATERIALS AND PRACTICES ARE CUSTOMIZABLE AND SCALABLE TO A PARTNER'S PROGRAM TYPE, SIZE, AND SETTING. 1367930 CROSS-SYSTEM CONSULTING: THE FORUM ENGAGES PUBLIC AGENCIES, MULTI-SERVICE ORGANIZATIONS, AND COORDINATING BODIES IN BUILDING MORE ALIGNED AND EFFECTIVE YOUTH DEVELOPMENT ECOSYSTEMS. WE SERVE AS STRATEGIC THOUGHT PARTNERS TO SYSTEM LEADERS, HELPING THEM USE DATA TO ASSESS NEEDS, IDENTIFY GAPS, AND CO-CREATE ACTIONABLE ROAD MAPS THAT INTEGRATE SOLUTIONS ACROSS SECTORS. OUR TEAM BRINGS EXPERTISE IN SYSTEM-LEVEL CHANGE, CENTERING YOUTH AND FAMILY EXPERIENCES WHILE FOSTERING INNOVATION, ACCOUNTABILITY, AND SHARED IMPACT. 534954 13287 POLICY: THE FORUM'S POLICY AND ADVOCACY EFFORTS PRIORITIZE AMPLIFYING THE VOICES AND EXPERIENCES OF YOUNG PEOPLE, ADULTS, AND COMMUNITIES TO EMBED POSITIVE YOUTH DEVELOPMENT AND CONTINUOUS QUALITY IMPROVEMENT INTO FEDERAL LEGISLATION AND LOCAL POLICY. WE SUPPORT POLICYMAKERS, FUNDERS, AND SYSTEM LEADERS BY TRANSLATING RESEARCH AND FIELD EXPERIENCE INTO ACTIONABLE STRATEGIES. THROUGH CONVENINGS, COALITIONS, INITIATIVES, AND PARTNERSHIPS, THE FORUM WORKS TO ENSURE THAT DECISIONS ARE GROUNDED IN LIVED EXPERTISE AND THAT SYSTEMS ARE BETTER EQUIPPED TO SUPPORT YOUNG PEOPLE. 5576005 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 76 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY OR WA X THE ORGANIZATION 2022073733 2000 PENNSYLVANIA AVE NW STE 7000 WASHINGTON DC 20006 BRYAN SAMUELS CHAIR 1.00 X X 0 0 0 SUZETTE L HARVEY VICE CHAIR 1.00 X X 0 0 0 STEVE FLEISCHMAN DIRECTOR 1.00 0.50 X 0 0 0 FELIPE FRANCO DIRECTOR 1.00 X 0 0 0 DANIELLE GOONAN DIRECTOR 1.00 0.50 X 0 0 0 NANCY GANNON HORNBERGER DIRECTOR 1.00 X 0 0 0 KIMBERLY PHAM DIRECTOR 1.00 X 0 0 0 WENDY-ANNE ROBERTS-JOHNSON DIRECTOR 1.00 X 0 0 0 NICOLE YOHALEM DIRECTOR 1.00 X 0 0 0 MISHAELA DURAN PRESIDENT AND CEO 39.50 0.50 X 261841 0 5773 TIFFANY ERICKSON EVP, STARTEGIC COMMUNICATIONS 40.00 X 139515 0 10104 JASON CALLAHAN EVP, CROSS-SYSTEMS CONSULTING 40.00 X 125492 0 9544 CARI HOURIGAN VP, FINANCE & HUMAN RESOURCES 40.00 X 71486 0 4364 KIMBERLY ROBINSON EVP, YOUTH PROGRAM QUALITY 40.00 X 111486 0 4900 TRALONNE SHORTER EVP, POLICY & GOVERNMENT AFFAIRS 40.00 X 95609 0 2975 NEIL SUMILAS CHIEF OPERATING OFFICER 39.50 0.50 X 182479 0 5532 MEGAN MCCANN VP STATE POLICY 40.00 X 118951 0 7916 LISA DANACZKO VP STRATEGIC GROWTH AND RESOURCE DEVELOPMENT 40.00 X 108263 0 5376 MEGAN GRIMALDI VP STRATEGY 40.00 X 145600 0 3694 DANA KUNZMAN SENIOR DIRECTOR CROSS SYSTEM CONSULTING 40.00 X 124392 0 3762 DAVE MARTINEAU DIRECTOR, COACHING & TRAINING 40.00 X 116407 0 12719 SHEELARANI MAUCK DIRECTOR, EQUITABLE QUALITY IMPROVEMENT SYSTEMS 40.00 X 121642 0 3694 1723163 0 80353 11 0 1 0 SCHOOLS OUT WASHINGTON 801 23RD AVENUE SUITE A SEATTLE WA 98144 COACHING, CONSULTING, AND EXPERT TECHNIC 189484 THIRD SECTOR CAPITAL PARTNERS PO BOX 962004 BOSTON MA 02196 COACHING, CONSULTING, AND EXPERT TECHNIC 173935 HEALTH MANAGEMENT ASSOCIATES INC 2501 WOODLAKE CIRCLE SUITE 100 OKEMOS MI 48864 COACHING, CONSULTING, AND EXPERT TECHNIC 109469 3 171650 935363 174555 1281568 CONTRACT REVENUE 900099 2089256 2089256 PUBLICATION AND SALES 900099 101644 101644 LICENSING FEES 900099 80000 80000 PROGRAM SERVICE FEES 900099 2500 2500 2273400 20046 20046 5447 -5447 -5447 -5447 MISCELLANEOUS 900099 14426 14426 14426 3583993 2273400 0 29025 X 17745 17745 1115925 710756 363946 41223 2313362 1944033 316922 52407 77154 57776 18561 817 311659 253829 53251 4579 286941 230260 50074 6607 36615 666 35949 159796 159796 1521136 1167144 351886 2106 518 518 94942 76771 17357 814 118168 94486 22760 922 194426 122060 70393 1973 367925 336924 30484 517 216086 173364 42367 355 6951 6951 79711 74590 5121 37496 37496 POSTAGE AND PRINTING 212409 211089 1319 1 PARTICIPANT STIPENDS AN 98838 98638 200 BANK CHARGES 20841 20841 MISCELLANEOUS 9871 5874 3997 7298515 5576005 1605068 117442 834457 1053277 1422702 60873 1049751 683673 425871 439265 127201 72045 620156 544646 155322 75510 197997 197997 344116 265038 4557417 2847678 630918 429281 41260 130433 160283 250000 312273 263613 1073624 1144437 X 1828564 566231 1655229 1137010 3483793 1703241 4557417 2847678 X -3714522 1933970 X X 0 0 0 X 5235373 5073758 4271238 3189131 1281568 19051068 5235373 5073758 4271238 3189131 1281568 19051068 8564422 10486646 25806 7293 52188 74785 20046 180118 372 3149 14426 17947 19249133 2273400 0.54480 0.48640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2720 0 0 2720 0 PART II-B, LINE 1: THE FORUM LOGGIES THE CONGRESS TO SUPPORT KEY PIECES OF LEGISLATION THAT IMPROVE, ALIGN AND FUND CHILD AND YOUTH POLICIES. 620156 544646 75510 75510 DEFERRED COMPENSATION INVESTMENTS 263613 RENT DEPOSITS 1425 265038 DEFERRED COMPENSATION OBLIGATIONS 263613 263613 X PART X, LINE 2: THE FORUM IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES (EXCEPT TAXES ON UNRELATED BUSINESS INCOME) UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE FORUM, HOWEVER, IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME TO THE INTERNAL REVENUE SERVICE (IRS) AND THE DISTRICT OF COLUMBIA. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR THE YEAR ENDED JUNE 30, 2025 SINCE THE FORUM HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE INCOME TAX POSITIONS TAKEN BY THE FORUM FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE FORUM CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT IT HAS PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE FORUM BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. THE FORUM EVALUATED ITS UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. NONE OF THE FORUM'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. 1 PARTICIPATION STIPENDS 26 17745 PART I, LINE 2: THE FORUM ESTABLISHES PROGRAM GUIDELINES AND EXPECTATIONS FOR PARTICIPANTS AND OVERSEES ACTIVITIES THROUGH REGULAR VIRTUAL SESSIONS, STAFF SUPERVISION, AND COORDINATED PROGRAM DELIVERY. PROGRAM STAFF MAINTAIN ONGOING COMMUNICATION WITH PARTICIPANTS, TRACK PARTICIPATION AND ENGAGEMENT, AND ENSURE FUNDS ARE USED FOR ALLOWABLE PROGRAM PURPOSES. 1 X X 0 1 0 0 0 0 0 0 0 MISHAELA DURAN PRESIDENT AND CEO 261841 0 0 0 0 0 5719 0 54 0 267614 0 0 0 NEIL SUMILAS CHIEF OPERATING OFFICER 182479 0 0 0 0 0 5478 0 54 0 188011 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE AND BOARD ARE SENT A FINAL DRAFT VIA EMAIL FOR REVIEW PRIOR TO FILLING FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND ALL 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 COMPENSATION BENCHMARKING IS PERFORMED USING PAYSCALE, WHICH IS A NATIONAL COMPENSATION AND SOFTWARE COMPANY THAT HAS 8,000 CLIENTS REPRESENTING 23 MILLION EMPLOYEES. 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. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 1,033,522. MANAGEMENT AND GENERAL EXPENSES 12,304. FUNDRAISING EXPENSES 582. TOTAL EXPENSES 1,046,408. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 133,622. MANAGEMENT AND GENERAL EXPENSES 339,582. FUNDRAISING EXPENSES 1,524. TOTAL EXPENSES 474,728. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFER UPON DISSOLUTION OF CADY-LEE PROPERTIES 1,933,970. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. CADY-LEE PROPERTIES INC 2000 PENNSYLVANIA AVE NW STE 7000 WASHINGTON DC 20006 470913342 PROVIDE AFFORDABLE OFFICE SPACE TO COMMUNITY ORGANIZATIONS DC 501(C)(2) THE FORUM FOR YOUTH INVESTMENT 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 CADY-LEE PROPERTIES INC C 171650 CASH CADY-LEE PROPERTIES INC K 108000 CASH CADY-LEE PROPERTIES INC S 1933970 CASH