Civic Intelligence

See Forward Fund Inc

990 • Fiscal year 2022 • EIN 20-5490000

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileN/A
150 Main Street 26Northampton, MA 01060

(413) 582-0085

Siviq Scores

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

Liabilities / Assets

95th percentile

0.77x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

2.83x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-494%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$12,920

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

8th percentile

-47%

Faster asset growth than 8% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-84%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$342,687

Down $301,324 (-47%) from 2021

Net Assets

Down

$77,728

Down $459,893 (-86%) from 2021

Liabilities

Up

$264,959

Up $158,569 (+149%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin2nd percentile

Revenue

Down

$93,724

Down $500,423 (-84%) from 2021

Expenses

Down

$556,548

Down $697,259 (-56%) from 2021

Net Income

Up

-$462,824

Up $196,836 (+30%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2022

Assets$342,687
Liabilities$264,959
Net Assets$77,728
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$93,724
Expenses$556,548
Net Income-$462,824
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$406,776
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
Cash and Non-Interest-Bearing Accounts$220,866$318,518▲ $97,652
Investments in Publicly Traded Securities$308,917--
Savings and Temporary Cash Investments$63,827$23,878▼ $39,949
Investments Program Related$50,401$291▼ $50,110
Total Assets$644,011$342,687▼ $301,324
Liabilities
Grants Payable$70,000$215,000▲ $145,000
Accounts Payable and Accrued Expenses$36,390$49,959▲ $13,569
Total Liabilities$106,390$264,959▲ $158,569
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$72,485$72,840▲ $355
Net Assets With Donor Restrictions$465,136$4,888▼ $460,248
Total Net Assets Fund Balance$537,621$77,728▼ $459,893
Total Liabilities and Net Assets / Fund Balance$644,011$342,687▼ $301,324
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseTotal
Linda StoutPresident and Director$12,920$12,920

Board Members and Trustees

NameTitle
Richard HealeyDirector/treasurer/secreta
Revenue and Support

Revenue Composition

Contributions and Grants
$79,000
Program Service Revenue
$0
Investment Income
$-15,276
Other Revenue
$30,000
All Other Contributions
$79,000
Change in Net Assets
$-462,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$444,000
Other Expenses$100,261
Salaries, Compensation, and Employee Benefits$12,287
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$444,000--$444,000
Current Officers, Directors, Trustees, and Key Employees$10,101$2,186-$12,287
Fees for Services Accounting-$7,183-$7,183
Fees for Services Other$6,403--$6,403
Insurance-$2,882-$2,882
Other Expenses$65,003$2,431-$2,431
Fees for Service Investment Mgmnt Fees-$2,088-$2,088
Office Expenses-$195-$195
Total Functional Expenses$525,507$31,041$0$556,548
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PEOPLE'S ACTIONChicago, IL501(c)(4)Programmatic Support/lobbying$100,000
Rural Arizona Action (raza)Coolidge, AZ501(c)(4)Programmatic Support/lobbying$85,000
Georgia Investor Action Fund IncAtlanta, GA501(c)(4)Programmatic Support/lobbying$79,000
Working Families PowerBrooklyn, NY501(c)(4)Programmatic Support/lobbying$75,000
Advance NcRaleigh, NC501(c)(4)Programmatic Support/lobbying$50,000
LuchaPhoenix, AZ501(c)(4)Programmatic Support/lobbying$30,000
Black Voters Matter FundAtlanta, GA501(c)(4)Programmatic Support/lobbying$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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 26, NORTHAMPTON, MA 01060

Signing Officer

Name
Linda Stout
Title
President
Phone
4135820085
Signed
2023-11-14
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
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Kristin a Jacquelin CPA
Phone
2023319880
Raw XML Appendix366 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LUCHA
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6WORKING FAMILIES POWER
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IRS990ScheduleI/RecipientTable/USAddress/CityNm6BROOKLYN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130337
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd230317
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd385015
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd460642
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd585218
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd611201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT AGREEMENTS REQUIRE ALL GRANTEES TO COMPLY WITH FEDERAL AND LOCAL STATUES AND SPECIFY ANY PARTICULAR REQUIREMENTS ASSOCIATED WITH A GRANT AWARD. GRANTEES MUST FILE REPORTS BETWEEN 10 AND 12 MONTHS AFTER THE AWARD TO DESCRIBE ALL OUTCOMES ASSOCIATED WITH THE GRANT. GRANTEES WHO DO NOT FILE REPORTS ON A TIMELY BASIS ARE NOT ELIGIBLE FOR FUTURE GRANTS. THE PROGRAM TEAM EXAMINES ALL GRANTEE REPORTS AND FOLLOWS UP AS NEEDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt07
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0644011
IRS990/TotalAssetsEOYAmt0342687
IRS990/TotalAssetsGrp/BOYAmt0644011
IRS990/TotalAssetsGrp/EOYAmt0342687
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt079000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031041
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0525507
IRS990/TotalFunctionalExpensesGrp/TotalAmt0556548
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0106390
IRS990/TotalLiabilitiesEOYAmt0264959
IRS990/TotalLiabilitiesGrp/BOYAmt0106390
IRS990/TotalLiabilitiesGrp/EOYAmt0264959
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0537621
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt077728
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0525507
IRS990/TotalReportableCompFromOrgAmt012920
IRS990/TotalRevenueGrp/ExclusionAmt0-15276
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093724
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0644011
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001060
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA STOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04135820085
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEE FORWARD FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SEEF
ReturnHeader/Filer/EIN0205490000
ReturnHeader/Filer/PhoneNum04135820085
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ReturnHeader/Filer/USAddress/CityNm0NORTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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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/PreparerPersonNm0KRISTIN A JACQUELIN CPA
ReturnHeader/ReturnTs02023-11-15T17:28:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOUT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,687
Liabilities
$264,959
Net assets
$77,728
Revenue
$93,724
Expenses
$556,548
Net income
-$462,824
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