Civic Intelligence

See Forward Fund Inc

990 • Fiscal year 2019 • EIN 20-5490000

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

Organization ProfileN/A
150 Main Street No 26Northampton, MA 01060

(413) 582-0085

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.07x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$1,040

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,845,099

Up $223,890 (+14%) from 2018

Net Assets

Up

$1,812,380

Up $324,469 (+22%) from 2018

Liabilities

Down

$32,719

Down $100,579 (-75%) from 2018

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin89th percentile

Revenue

Down

$454,480

Down $530,496 (-54%) from 2018

Expenses

Down

$230,016

Down $1,010,768 (-81%) from 2018

Net Income

Up

$224,464

Up $480,272 (+188%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,123,807Liabilities 2011: $50,841Net Assets 2011: $1,072,9662011Assets 2012: $1,231,118Liabilities 2012: $60,574Net Assets 2012: $1,170,5442012Assets 2013: $1,338,882Liabilities 2013: $6,000Net Assets 2013: $1,332,8822013Assets 2014: $1,229,045Liabilities 2014: $11,410Net Assets 2014: $1,217,6352014Assets 2015: $1,833,267Liabilities 2015: $429,693Net Assets 2015: $1,403,5742015Assets 2016: $1,883,763Liabilities 2016: $606,359Net Assets 2016: $1,277,4042016Assets 2017: $2,096,898Liabilities 2017: $176,051Net Assets 2017: $1,920,8472017Assets 2018: $1,621,209Liabilities 2018: $133,298Net Assets 2018: $1,487,9112018Assets 2019: $1,845,099Liabilities 2019: $32,719Net Assets 2019: $1,812,3802019Assets 2020: $1,636,703Liabilities 2020: $273,669Net Assets 2020: $1,363,0342020Assets 2021: $644,011Liabilities 2021: $106,390Net Assets 2021: $537,6212021Assets 2022: $342,687Liabilities 2022: $264,959Net Assets 2022: $77,7282022Assets 2023: $441,959Liabilities 2023: $92,029Net Assets 2023: $349,9302023Assets 2024: $676,275Liabilities 2024: $223,401Net Assets 2024: $452,8742024

Highlighted filing

2019

Assets$1,845,099
Liabilities$32,719
Net Assets$1,812,380
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $390,889Expenses 2011: $352,914Net Income 2011: $37,9752011Revenue 2012: $853,371Expenses 2012: $791,398Net Income 2012: $61,9732012Revenue 2013: $563,354Expenses 2013: $535,411Net Income 2013: $27,9432013Revenue 2014: $495,818Expenses 2014: $518,166Net Income 2014: -$22,3482014Revenue 2015: $2,531,047Expenses 2015: $2,095,199Net Income 2015: $435,8482015Revenue 2016: $1,732,775Expenses 2016: $2,010,085Net Income 2016: -$277,3102016Revenue 2017: $1,843,233Expenses 2017: $1,346,679Net Income 2017: $496,5542017Revenue 2018: $984,976Expenses 2018: $1,240,784Net Income 2018: -$255,8082018Revenue 2019: $454,480Expenses 2019: $230,016Net Income 2019: $224,4642019Revenue 2020: $1,145,125Expenses 2020: $1,550,730Net Income 2020: -$405,6052020Revenue 2021: $594,147Expenses 2021: $1,253,807Net Income 2021: -$659,6602021Revenue 2022: $93,724Expenses 2022: $556,548Net Income 2022: -$462,8242022Revenue 2023: $405,167Expenses 2023: $132,965Net Income 2023: $272,2022023Revenue 2024: $495,036Expenses 2024: $392,092Net Income 2024: $102,9442024

Highlighted filing

2019

Revenue$454,480
Expenses$230,016
Net Income$224,464
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.1
Gross Receipts
$621,018
Mission and Program Overview

Mission

The organization's purpose is to support social welfare purposes, primarily public education and advocacy on issues of social justice, environmental protection, civil rights and civic participation.

Advocacy on issues of social justice, environmental protection, civil rights and civic participation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$954,794$1,100,072▲ $145,278
Cash and Non-Interest-Bearing Accounts$202,916$474,932▲ $272,016
Other Notes and Loans Receivable, Net$250,000$216,571▼ $33,429
Pledges and Grants Receivable$200,000$40,000▼ $160,000
Savings and Temporary Cash Investments$13,499$13,524▲ $25
Total Assets$1,621,209$1,845,099▲ $223,890
Liabilities
Grants Payable$73,704--
Accounts Payable and Accrued Expenses$59,594$32,719▼ $26,875
Total Liabilities$133,298$32,719▼ $100,579
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,385,108$1,714,727▲ $329,619
Net Assets Without Donor Restrictions$102,803$97,653▼ $5,150
Total Net Assets Fund Balance$1,487,911$1,812,380▲ $324,469
Total Liabilities and Net Assets / Fund Balance$1,621,209$1,845,099▲ $223,890
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleBaseTotal
Linda StoutPresident and Director$1,040$1,040

Board Members and Trustees

NameTitle
Richard HealeyDirector/treasurer/secreta
Revenue and Support

Revenue Composition

Contributions and Grants
$390,400
Program Service Revenue
$0
Investment Income
$64,080
Other Revenue
$0
All Other Contributions
$390,400
Change in Net Assets
$224,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$443,499
Revenue Not Reported on Financial Statements
$10,981
Revenue Not Reported on Form 990
$100,005
Total Revenue per Audited Statements
$543,504
Total Revenue per Form 990
$454,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,716
Total Fundraising Expense$51,584
Professional Fundraising Fees$42,300
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$57,893$2,775$5,508$66,176
Fees for Services Professional Fundraising--$42,300$42,300
Fees for Service Investment Mgmnt Fees-$10,981-$10,981
Fees for Services Accounting-$9,000-$9,000
Other Expenses$1,263$1,263$2,526$5,052
Fees for Services Legal$2,061$1,404-$3,465
Conferences and Meetings$1,250-$1,250$2,500
Insurance-$1,856-$1,856
Office Expenses$998$679-$1,677
Total Functional Expenses$115,223$63,209$51,584$230,016

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$230,016
Expenses per Audited Statements$219,035
Total Expenses per Audited Statements$219,035
Expenses Not Reported on Financial Statements$10,981
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$42,300
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“At least two directors/officers including the treasurer review the returns with the director of finance and the 3rd party auditors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy. At each board meeting, the board members are required to update their conflict of interest statement. The signed statements are attached to the board minutes and filed. Board members abstain from voting on any issues related to organizations and grants to which they have an affiliation.”

Form 990, Part VI, Section C, Line 19

“The organization replies to any request for information. Its tax return is available for viewing via guidestar, among other sites that compile such information.”

Filing and Contact Details

Filer

Filer Name
See Forward Fund Inc
EIN
20-5490000
Phone
4135820085
Address
150 MAIN STREET NO 26, NORTHAMPTON, MA 01060

Signing Officer

Name
Linda Stout
Title
President
Phone
4135820085
Signed
2020-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Stout
Formed
2006
Legal Domicile
De
Voting Board Members
2
Independent Board Members
2
Employees
13
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Steven C Darr CPA Cma
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 57,893. Management and general expenses 2,775. Fundraising expenses 5,508. Total expenses 66,176.”

Form 990, Part XII, Line 2C

“The organization has not changed its oversight or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The standards on accounting for uncertainty in income taxes address whether the tax benefits of positions taken in a tax return should be reported in the financial statements. Examples of tax positions taken include the tax-exempt status of the organization as well as positions taken with respect to potential sources of unrelated business income. Management believes that it has appropriate support for all tax positions taken and that there are no matters that require recognition in the financial statements or that may have an effect on the organization's tax-exempt status.”

Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESS WHETHER THE TAX BENEFITS OF POSITIONS TAKEN IN A TAX RETURN SHOULD BE REPORTED IN THE FINANCIAL STATEMENTS. EXAMPLES OF TAX POSITIONS TAKEN INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AS WELL AS POSITIONS TAKEN WITH RESPECT TO POTENTIAL SOURCES OF UNRELATED BUSINESS INCOME. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ALL TAX POSITIONS TAKEN AND THAT THERE ARE NO MATTERS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON THE ORGANIZATION'S TAX-EXEMPT STATUS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0140400
IRS990ScheduleG/TotalNetToOrganizationAmt098100
IRS990ScheduleG/TotalRetainedByContractorsAmt042300
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AT LEAST TWO DIRECTORS/OFFICERS INCLUDING THE TREASURER REVIEW THE RETURNS WITH THE DIRECTOR OF FINANCE AND THE 3RD PARTY AUDITORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. AT EACH BOARD MEETING, THE BOARD MEMBERS ARE REQUIRED TO UPDATE THEIR CONFLICT OF INTEREST STATEMENT. THE SIGNED STATEMENTS ARE ATTACHED TO THE BOARD MINUTES AND FILED. BOARD MEMBERS ABSTAIN FROM VOTING ON ANY ISSUES RELATED TO ORGANIZATIONS AND GRANTS TO WHICH THEY HAVE AN AFFILIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REPLIES TO ANY REQUEST FOR INFORMATION. ITS TAX RETURN IS AVAILABLE FOR VIEWING VIA GUIDESTAR, AMONG OTHER SITES THAT COMPILE SUCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTANTS: PROGRAM SERVICE EXPENSES 57,893. MANAGEMENT AND GENERAL EXPENSES 2,775. FUNDRAISING EXPENSES 5,508. TOTAL EXPENSES 66,176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01621209
IRS990/TotalAssetsEOYAmt01845099
IRS990/TotalAssetsGrp/BOYAmt01621209
IRS990/TotalAssetsGrp/EOYAmt01845099
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0390400
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt051584
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063209
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115223
IRS990/TotalFunctionalExpensesGrp/TotalAmt0230016
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0133298
IRS990/TotalLiabilitiesEOYAmt032719
IRS990/TotalLiabilitiesGrp/BOYAmt0133298
IRS990/TotalLiabilitiesGrp/EOYAmt032719
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01487911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01812380
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0115223
IRS990/TotalReportableCompFromOrgAmt01040
IRS990/TotalRevenueGrp/ExclusionAmt064080
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0454480
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01621209
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01845099
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0150 MAIN STREET NO 26
IRS990/USAddress/CityNm0NORTHAMPTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001060
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA STOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04135820085
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEE FORWARD FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SEEF
ReturnHeader/Filer/EIN0205490000
ReturnHeader/Filer/PhoneNum04135820085
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 MAIN STREET NO 26
ReturnHeader/Filer/USAddress/CityNm0NORTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0099BB351ED5C43DB8E4A0DD96B056B1430213725
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A1264631413402ED07D1720FD2C9A4C172C9560
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02020-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:47:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN C DARR CPA CMA
ReturnHeader/ReturnTs02020-07-10T12:47:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,845,099
Liabilities
$32,719
Net assets
$1,812,380
Revenue
$454,480
Expenses
$230,016
Net income
$224,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.22$0.45$0.50$0.39$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.09$0.35$0.41$0.13$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.26$0.08$0.09$0.56$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.11$0.54$0.59$1.25$0.66
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.27$1.36$1.15$1.55$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.03$1.81$0.45$0.23$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.13$1.49$0.98$1.24$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.18$1.92$1.84$1.35$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.61$1.28$1.73$2.01$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.43$1.40$2.53$2.10$0.44
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.50$0.52$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$0.56$0.54$0.03
2012Summary only. Only limited summary data is available for this year.$1.23$0.06$1.17$0.85$0.79$0.06
2011Summary only. Only limited summary data is available for this year.$1.12$0.05$1.07$0.39$0.35$0.04