Civic Intelligence

See Forward Fund Inc

990 • Fiscal year 2023 • EIN 20-5490000

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.23x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

67%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$26,711

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

332%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$441,959

Up $99,272 (+29%) from 2022

Net Assets

Up

$349,930

Up $272,202 (+350%) from 2022

Liabilities

Down

$92,029

Down $172,930 (-65%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin96th percentile

Revenue

Up

$405,167

Up $311,443 (+332%) from 2022

Expenses

Down

$132,965

Down $423,583 (-76%) from 2022

Net Income

Up

$272,202

Up $735,026 (+159%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2023

Assets$441,959
Liabilities$92,029
Net Assets$349,930
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$405,167
Expenses$132,965
Net Income$272,202
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$405,167
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
Other Notes and Loans Receivable, Net-$225,291-
Cash and Non-Interest-Bearing Accounts$318,518$167,787▼ $150,731
Prepaid Expenses and Deferred Charges-$25,000-
Savings and Temporary Cash Investments$23,878$23,881▲ $3
Investments Program Related$291--
Total Assets$342,687$441,959▲ $99,272
Liabilities
Grants Payable$215,000--
Accounts Payable and Accrued Expenses$49,959$92,029▲ $42,070
Total Liabilities$264,959$92,029▼ $172,930
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$72,840$345,042▲ $272,202
Net Assets With Donor Restrictions$4,888$4,888→ $0
Total Net Assets Fund Balance$77,728$349,930▲ $272,202
Total Liabilities and Net Assets / Fund Balance$342,687$441,959▲ $99,272
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseTotal
Linda StoutPresident and Director$26,711$26,711

Board Members and Trustees

NameTitle
Richard HealeyDirector/treasurer/secreta
Revenue and Support

Revenue Composition

Contributions and Grants
$405,000
Program Service Revenue
$0
Investment Income
$167
Other Revenue
$0
All Other Contributions
$405,000
Change in Net Assets
$272,202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,965
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$19,846--$19,846
Fees for Services Accounting-$19,500-$19,500
Insurance-$4,219-$4,219
Other Expenses$1,831$357-$2,188
Conferences and Meetings$1,900--$1,900
Fees for Services Legal-$1,074-$1,074
Office Expenses-$915-$915
Total Functional Expenses$93,302$39,663$0$132,965
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
2024-11-15
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
2
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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 19,846. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,846.”

FORM 990, PART XII, LINE 2C:

“Per massachusetts state law the organization is required to undergo a review for the current year. The board of directors engages a certified public accountant to perform a review of the financial books and records of the organization. The board of directors review the report of the certified public accountant.”

Raw XML Appendix283 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/TREASURER/SECRETA
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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 19,846. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,846.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PER MASSACHUSETTS STATE LAW THE ORGANIZATION IS REQUIRED TO UNDERGO A REVIEW FOR THE CURRENT YEAR. THE BOARD OF DIRECTORS ENGAGES A CERTIFIED PUBLIC ACCOUNTANT TO PERFORM A REVIEW OF THE FINANCIAL BOOKS AND RECORDS OF THE ORGANIZATION. THE BOARD OF DIRECTORS REVIEW THE REPORT OF THE CERTIFIED PUBLIC ACCOUNTANT.
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:
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04135820085
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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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
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ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN A JACQUELIN CPA
ReturnHeader/ReturnTs02024-11-15T15:20:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,959
Liabilities
$92,029
Net assets
$349,930
Revenue
$405,167
Expenses
$132,965
Net income
$272,202
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