Civic Intelligence

The Forbes Funds

990 • Fiscal year 2013 • EIN 25-1418095

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.FORBESFUNDS.ORG
Five Ppg Place No 25015222

(412) 391-5122

Siviq Scores

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

Liabilities / Assets

29th percentile

0.05x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

51st percentile

0.19x

Higher debt load relative to revenue than 51% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

94th percentile

$491,898

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$8,113,735

Up $1,420,633 (+21%) from 2012

Net Assets

Up

$7,706,048

Up $1,535,958 (+25%) from 2012

Liabilities

Down

$407,687

Down $115,325 (-22%) from 2012

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin85th percentile

Revenue

$2,092,585

No earlier filing loaded for comparison.

Expenses

Up

$1,363,512

Up $187,977 (+16%) from 2012

Net Income

$729,073

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$10M$5.0M$0Assets 2010: $6,406,571Liabilities 2010: $520,080Net Assets 2010: $5,886,4912010Assets 2011: $6,315,059Liabilities 2011: $546,835Net Assets 2011: $5,768,2242011Assets 2012: $6,693,102Liabilities 2012: $523,012Net Assets 2012: $6,170,0902012Assets 2013: $8,113,735Liabilities 2013: $407,687Net Assets 2013: $7,706,0482013Assets 2014: $9,164,369Liabilities 2014: $617,449Net Assets 2014: $8,546,9202014Assets 2015: $9,165,582Liabilities 2015: $688,426Net Assets 2015: $8,477,1562015Assets 2016: $9,175,202Liabilities 2016: $518,731Net Assets 2016: $8,656,4712016Assets 2017: $9,953,099Liabilities 2017: $647,818Net Assets 2017: $9,305,2812017Assets 2018: $8,550,482Liabilities 2018: $646,969Net Assets 2018: $7,903,5132018Assets 2019: $9,406,238Liabilities 2019: $623,829Net Assets 2019: $8,782,4092019Assets 2020: $9,800,019Liabilities 2020: $623,633Net Assets 2020: $9,176,3862020Assets 2022: $9,820,078Liabilities 2022: $581,238Net Assets 2022: $9,238,8402022Assets 2024: $9,820,901Liabilities 2024: $395,503Net Assets 2024: $9,425,3982024

Highlighted filing

2013

Assets$8,113,735
Liabilities$407,687
Net Assets$7,706,048
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,126,7822010Expenses 2011: $1,489,3252011Expenses 2012: $1,175,5352012Revenue 2013: $2,092,585Expenses 2013: $1,363,512Net Income 2013: $729,0732013Revenue 2014: $2,712,149Expenses 2014: $1,944,708Net Income 2014: $767,4412014Revenue 2015: $2,801,520Expenses 2015: $2,563,240Net Income 2015: $238,2802015Revenue 2016: $1,825,461Expenses 2016: $2,021,498Net Income 2016: -$196,0372016Revenue 2017: $3,192,549Expenses 2017: $2,847,538Net Income 2017: $345,0112017Revenue 2018: $1,490,105Expenses 2018: $2,282,979Net Income 2018: -$792,8742018Revenue 2019: $2,139,922Expenses 2019: $2,225,199Net Income 2019: -$85,2772019Revenue 2020: $2,202,842Expenses 2020: $2,338,217Net Income 2020: -$135,3752020Revenue 2022: $1,718,199Expenses 2022: $2,499,418Net Income 2022: -$781,2192022Revenue 2024: $1,683,390Expenses 2024: $2,320,380Net Income 2024: -$636,9902024

Highlighted filing

2013

Revenue$2,092,585
Expenses$1,363,512
Net Income$729,073
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$4,848,177
Mission and Program Overview

Mission

The mission of the forbes funds is to strengthen the management and policy-making capacity of the nonprofit sector by providing the support, resources, and knowledge required for high-performing nonprofits. This mission is accomplished through grantmaking, applied research and sector leadership activities.

To promote continuous learning and capacity-building in the non-profit organizations we serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,861,416$6,927,398▲ $1,065,982
Cash and Non-Interest-Bearing Accounts$648,222$611,397▼ $36,825
Accounts Receivable$170,000$557,500▲ $387,500
Land, Buildings, and Equipment, Net$829--
Total Assets$6,693,102$8,113,735▲ $1,420,633
Other Assets Total$12,635$17,440▲ $4,805
Liabilities
Grants Payable$265,741$250,917▼ $14,824
Other Liabilities$135,487$80,167▼ $55,320
Accounts Payable and Accrued Expenses$121,784$76,603▼ $45,181
Total Liabilities$523,012$407,687▼ $115,325
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,814,604$3,578,192▲ $763,588
Unrestricted Net Assets$1,355,486$2,127,856▲ $772,370
Permanently Rstr Net Assets$2,000,000$2,000,000→ $0
Total Net Assets Fund Balance$6,170,090$7,706,048▲ $1,535,958
Total Liabilities and Net Assets / Fund Balance$6,693,102$8,113,735▲ $1,420,633

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,210,902-▲ $1,085,818$254,993$6,097,047
2012$5,081,084-▲ $506,434$241,129$5,210,902
2011$5,090,849-▲ $239,656$249,421$5,081,084
2010$4,803,569-▲ $553,055$265,775$5,090,849
2009$4,374,716-▲ $711,680$282,827$4,803,569
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate DeweyPresidentFT$121,546$20,506$142,052

Board Members and Trustees

NameTitle
Charles Burke JrChairperson
Grant OliphantMember at Large
Nancy RackoffMember at Large
Brian ParkerSecretary
Scott LammieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,531,385
Program Service Revenue
$176,444
Investment Income
$384,756
Other Revenue
$0
All Other Contributions
$945,700
Change in Net Assets
$729,073

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,063,918
Revenue Not Reported on Financial Statements
$28,667
Revenue Not Reported on Form 990
$730,411
Total Revenue per Audited Statements
$2,794,329
Total Revenue per Form 990
$2,092,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$629,078
Salaries, Compensation, and Employee Benefits$485,249
Grants and Similar Amounts Paid$249,185
Total Fundraising Expense$28,411
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$249,185--$249,185
Other Salaries and Wages$183,898$41,467-$225,365
Current Officers, Directors, Trustees, and Key Employees$85,231$28,411$28,411$142,053
Conferences and Meetings$89,987$20,291-$110,278
Other Employee Benefits$37,355$8,423-$45,778
Pension Plan Contributions$33,070$7,457-$40,527
Information Technology$29,813$6,723-$36,536
Payroll Taxes$25,725$5,801-$31,526
Fees for Service Investment Mgmnt Fees-$28,667-$28,667
Occupancy$21,567$4,863-$26,430
Travel$16,824$3,794-$20,618
Advertising$13,311$3,001-$16,312
Fees for Services Other$9,256$2,087-$11,343
Fees for Services Accounting-$10,877-$10,877
Office Expenses$6,654$1,500-$8,154
Other Expenses$6,595$1,488-$8,083
Insurance$3,639$820-$4,459
Depreciation Depletion$676$153-$829
Fees for Services Legal-$100-$100
Total Functional Expenses$1,140,782$194,319$28,411$1,363,512

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,363,512
Expenses per Audited Statements$1,258,371
Total Expenses per Audited Statements$1,258,371
Expenses Not Reported on Financial Statements$105,141
Other Expense Adjustments$76,474
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-2914614-501(c)(3)General Operations$22,500
25-1436685-501(c)(3)Conduct Financial and Programmatic Ananlysis of Programs$20,000
25-1219610-501(c)(3)Facility Planning$20,000
25-1420599-501(c)(3)Assessment of Fiscal Host Opportunities$20,000
25-1604115-501(c)(3)Feasbility Assessment for Administrative Host Center$20,000
25-1346790-501(c)(3)Business Plan Creation for Providing Cleaning Services$20,000
35-2191961-501(c)(3)Strategy and Board Development$18,185
25-1549226-501(c)(3)Financial Analysis$15,000
25-1417228-501(c)(3)Space Assessment$15,000
25-0974324-501(c)(3)General Operations$11,500
25-1246098-501(c)(3)Board Development$10,000
25-1803195-501(c)(3)Predictive Index Testing and Analysis$9,500
31-1692848-501(c)(3)Facility Planning$9,500
25-1818538-501(c)(3)Strategic Planning$9,500
25-1485362-501(c)(3)Conduct Financial Analysis$7,500
25-1320272-501(c)(3)Board Development$7,000
25-1477291-501(c)(3)Organizational Assessment$6,500
20-1163755-501(c)(3)Needs Assessment and Board Retreat$4,500
25-1737004-501(c)(3)Integration of Recently Acquired Organization$3,000
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
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension Liability$80,167
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Business relationship: grant oliphant and kate dewey. Business relationship: grant oliphant and nancy rackoff.”

Form 990, Part VI, Section A, Line 7A

“The organization's bylaws provide for five directors. At all times, three directors elected by the pittsburgh foundation shall be nominated by the directors of the corporation, subject to approval of the pittsburgh foundation. In addition, two directors shall be elected by the directors of the forbes funds.”

Form 990, Part VI, Section A, Line 7B

“The pittsburgh foundation has the authority to approve all modifications to the articles of incorporation of the forbes funds regarding all mergers, consolidations, divisions, sales of substantially all assets and any dissolution or liquidation. The pittsburgh foundation may remove from office any director elected by the pittsburgh foundation. The pittsburgh foundation has the authority to approve amendments to the bylaws.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The organization provides its board members with an electronic copy of the form 990 for review before it is filed.”

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

“The organization requires each trustee to file a written declaration with the forbes funds stating affiliations and potential conflicts of interest upon joining as a trustee and once each year thereafter.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation of the organization's president includes a negotiation of salary between the board and the president, and a committee review of performance. Executive director evaluation and compensation: beginning in the 4th quarter of every year, the hr director solicits rounded feedback about the president's performance for that year from the members of the forbes fund, the board and anyone else who is identified by the board chair as critical to the success of the process. The hr director then summarizes the rounded feedback and gives it to the board chair by the end of november. The president also submits a self-assessment to the board chair by the end of november. The board chair conducts a performance review for the president in december. Based on the results of the performance evaluation and consistent with both the organization's ability to pay as well as a review of the benchmark and comparable compensation data for similar positions from similar community foundations, the board chair may recommend changes to both the base salary and the variable compensation for the president. The hr director prepares an intermediate sanctions review for the president position and other key employees, and submits the findings to the board chair for their review and approval during the 4th quarter of every year.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

FORM 990, PART VII, LINE 1A, COMPENSATION:

“The value shown in column f, estimated amount of other compensation, includes the portion of the current year's accumulated benefit obligation that is attributable to benefits accrued during the year under the pittsburgh foundation's defined benefit pension plan. This figure was not available by individual for plan years prior to 2012.”

Filing and Contact Details

Filer

EIN
25-1418095
Phone
4123915122

Signing Officer

Name
Kate Dewey
Title
President
Phone
4123915122
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Dewey
Formed
1982
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
4
Employees
8
Volunteers
4

Preparer

Preparer
Susan M Kirsch
Phone
4122613644
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Pension valuation adjustment 76,474.”

FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENTS AND REPORTING:

“The board of directors assumes responsibility for oversight of the audit. This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The fund's endowment consists of various investment funds established for a variety of purposes. Its endowment includes donor-restricted endowment funds, and funds designated by the board of directors to function as endowments. As required by accounting principles generally accepted in the united states, net assets associated with endowment funds, including funds designated by the board of directors to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.”

PART X, LINE 2:

“The fund adopted financial accounting standards board (fasb) guidance for accounting for uncertainty in income taxes, which provides criteria for the recognition and measurement of uncertain tax positions. This guidance requires that an uncertain tax position should be recognized only if it is more likely than not that the position is not sustainable based on its technical merits. Recognizable tax positions should then be measured to determine the amount of benefit or liability recognized in the financial statements. The fund files u.s. Federal, state and local information returns, and no returns are currently under examination. The statute of limitations on the funds's u.s. Federal tax returns remains open for the years ended december 31, 2010 through the present. The fund continues to evaluate its tax positions pursuant to the principles of fasb guidance and has determined that there is no material impact on the fund's financial statements.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Pension adjustment 76,474.”

Raw XML AppendixShowing 400 of 808 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/Desc0THE FORBES FUNDS WAS ESTABLISHED IN 1982 TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO NONPROFIT ORGANIZATIONS THAT WERE EXPERIENCING FUNDING INTERRUPTIONS OR SHORT-TERM CASH FLOW PROBLEMS. UNDER THE LEADERSHIP OF OUR FOUNDING DIRECTOR, ELMER J. TROPMAN, THE FORBES FUNDS PROVIDED MANAGEMENT CONSULTATION AND ADVICE TO SMALL NONPROFIT ORGANIZATIONS, AND CONDUCTED REGIONAL SCANS TO IDENTIFY UNMET NEEDS IN THE HUMAN SERVICES SECTOR. WE PROVIDED AN IMPORTANT SERVICE DURING A PARTICULARLY TURBULENT TIME WHEN MANY NONPROFIT ORGANIZATIONS WERE STRUGGLING TO ADJUST TO A NEW DOMESTIC POLICY AGENDA, AND TO SIGNIFICANT CHANGES IN FEDERAL AND STATE FUNDING PRIORITIES AND PROCEDURES.BY THE LATE 1980S, WHILE CONTINUING TO PROVIDE LOAN GUARANTEES, THE EMPHASIS OF OUR WORK SHIFTED TO LONG-TERM CAPACITY BUILDING IN THE NONPROFIT SECTOR. DURING THIS TIME, THE FORBES FUNDS FOCUSED ON HELPING NONPROFITS IMPROVE ADMINISTRATIVE SKILLS AND INFRASTRUCTURE, WITH SPECIAL EMPHASIS ON LONG-RANGE PLANNING AND STRATEGIC MANAGEMENT. THROUGH GRANTMAKING, THE FORBES FUNDS HELPED NONPROFIT ORGANIZATIONS SECURE TECHNICAL ASSISTANCE TO ADDRESS SUCH CRITICAL MATTERS AS STRATEGIC PLANNING, FINANCIAL MANAGEMENT, AND BOARD GOVERNANCE.BEGINNING IN 1996, THE FORBES FUNDS ADVANCED EFFORTS TO SUPPORT MANAGEMENT CAPACITY BUILDING AND STRATEGIC PLANNING, WHILE ALSO ADDRESSING SUCH SECTOR-WIDE ISSUES AS INTER-AGENCY PARTNERSHIPS AND MERGERS. BUILDING UPON OUR SUCCESSFUL CAPACITY BUILDING STRATEGY, IN 2013, WE REDEFINED OUR FOCUS TO CONCENTRATE ON THREE COMPLEMENTARY ACTIVITIES, NOW COMPRISING THE CORE OF OUR WORK - CAPACITY BUILDING, INNOVATION AND NONPROFIT PARTNERSHIP - THROUGH WHICH THE FORBES FUNDS HAS ELEVATED ITS ROLE AND ITS PROFILE AS WE RESPOND TO THE CRITICAL NEEDS OF THE NONPROFIT SECTOR. GIVEN THE RAPID CHANGES IN THE SECTOR AND THE TUMULTUOUS ECONOMIC ENVIRONMENT IN WHICH EACH NONPROFIT ORGANIZATION MUST STRUGGLE, THE WORK OF THE FORBES FUNDS IS MORE RELEVANT THAN EVER. THE MISSION OF THE FORBES FUNDS, AS A SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION, IS TO BUILD THE IMPACT AND MANAGEMENT CAPACITY OF COMMUNITY-BASED NONPROFITS SO THEY REMAIN NIMBLE AND RELEVANT TO OUR COMMUNITY'S CHANGING NEEDS. AS WE PURSUE OUR MISSION, WE ENVISION AND SUPPORT A NONPROFIT SECTOR THAT IS INNOVATIVE, INFORMED, AND ENGAGED, RESULTING IN PROVIDERS WHO BETTER SERVE THE NEEDS OF THEIR COMMUNITIES, AND FUNDERS WHO ARE CONFIDENT IN THE VALUE AND IMPACT OF THEIR INVESTMENTS.THE FORBES FUNDS EXISTS TO HELP NONPROFITS OF ALL TYPES ACHIEVE THEIR MISSIONS COST-EFFECTIVELY AND EFFICIENTLY. OUR ROLE IS TO BUILD CAPACITY THROUGH MANAGEMENT ASSISTANCE, INNOVATION AND PARTNERSHIP. WE GUIDE BOARDS AND LEADERS THROUGH A VARIETY OF STRATEGIES SO THEY REMAIN ROBUST, RESILIENT, AND RELEVANT.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt520506
IRS990/Form990PartVIISectionAGrp/PersonNm0GRANT OLIPHANT
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY RACKOFF
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES BURKE JR
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT LAMMIE
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm5KATE DEWEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5121546
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0404017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0226874
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0249185
IRS990/GrantsPayableGrp/BOYAmt0265741
IRS990/GrantsPayableGrp/EOYAmt0250917
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0249185
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0249185
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02982466
IRS990/GrossReceiptsAmt04848177
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06723
IRS990/InformationTechnologyGrp/ProgramServicesAmt029813
IRS990/InformationTechnologyGrp/TotalAmt036536
IRS990/InsuranceGrp/ManagementAndGeneralAmt0820
IRS990/InsuranceGrp/ProgramServicesAmt03639
IRS990/InsuranceGrp/TotalAmt04459
IRS990/InvestmentIncomeGrp/ExclusionAmt0157882
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0157882
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05861416
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06927398
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0829
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02755592
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0135520
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE FORBES FUNDS IS TO STRENGTHEN THE MANAGEMENT AND POLICY-MAKING CAPACITY OF THE NONPROFIT SECTOR BY PROVIDING THE SUPPORT, RESOURCES, AND KNOWLEDGE REQUIRED FOR HIGH-PERFORMING NONPROFITS. THIS MISSION IS ACCOMPLISHED THROUGH GRANTMAKING, APPLIED RESEARCH AND SECTOR LEADERSHIP ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06170090
IRS990/NetAssetsOrFundBalancesEOYAmt07706048
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0226874
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0226874
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0730411
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04863
IRS990/OccupancyGrp/ProgramServicesAmt021567
IRS990/OccupancyGrp/TotalAmt026430
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01500
IRS990/OfficeExpensesGrp/ProgramServicesAmt06654
IRS990/OfficeExpensesGrp/TotalAmt08154
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012635
IRS990/OtherAssetsTotalGrp/EOYAmt017440
IRS990/OtherChangesInNetAssetsAmt076474
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08423
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt037355
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045778
IRS990/OtherExpensesGrp/Desc0NONPROFIT MGMT EXPENSES
IRS990/OtherExpensesGrp/Desc1AWARDS EXPENSE
IRS990/OtherExpensesGrp/Desc2SHARED SERVICES EXPENSE
IRS990/OtherExpensesGrp/Desc3MISC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018396
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11488
IRS990/OtherExpensesGrp/ProgramServicesAmt0302693
IRS990/OtherExpensesGrp/ProgramServicesAmt125303
IRS990/OtherExpensesGrp/ProgramServicesAmt26595
IRS990/OtherExpensesGrp/TotalAmt0302693
IRS990/OtherExpensesGrp/TotalAmt125303
IRS990/OtherExpensesGrp/TotalAmt218396
IRS990/OtherExpensesGrp/TotalAmt38083
IRS990/OtherLiabilitiesGrp/BOYAmt0135487
IRS990/OtherLiabilitiesGrp/EOYAmt080167
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041467
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0183898
IRS990/OtherSalariesAndWagesGrp/TotalAmt0225365
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05801
IRS990/PayrollTaxesGrp/ProgramServicesAmt025725
IRS990/PayrollTaxesGrp/TotalAmt031526
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07457
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt033070
IRS990/PensionPlanContributionsGrp/TotalAmt040527
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02000000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02000000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATE DEWEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0GPNP EVENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0173633
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0173633
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12811
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0992065
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0355463
IRS990/PYInvestmentIncomeAmt0271870
IRS990/PYOtherExpensesAmt0446464
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt011500
IRS990/PYRevenuesLessExpensesAmt099900
IRS990/PYSalariesCompEmpBnftPaidAmt0373608
IRS990/PYTotalExpensesAmt01175535
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01275435
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0729073
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0450165
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0176444
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0250965466
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc08
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01363512
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10THE PGH FDN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01363512
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt052838
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt048139
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt055983
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt046920
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0203880
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0211351
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0192554
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0223933
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0187678
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0815516
IRS990ScheduleC/GrassrootsCeilingAmt0305820
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt052838
IRS990ScheduleC/LobbyingCeilingAmt01223274
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0211351
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt01363512
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt01363512
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.23000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-55320
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05210902
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06097047
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01085818
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0254993
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0135487
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05081084
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05210902
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0506434
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0241129
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05090849
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05081084
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0239656
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0249421
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04803569
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05090849
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0553055
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0265775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04374716
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04803569
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0711680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0282827
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0105141
IRS990ScheduleD/ExpensesSubtotalAmt01258371
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt028667
IRS990ScheduleD/InvestmentExpensesNotIncldAmt028667
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0730411
IRS990ScheduleD/OtherExpensesNotIncludedAmt076474
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt080167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PENSION LIABILITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.32800
IRS990ScheduleD/RevenueNotReportedAmt0730411
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt028667
IRS990ScheduleD/RevenueSubtotalAmt02063918
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND'S ENDOWMENT CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS, AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FUND ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES CRITERIA FOR THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE REQUIRES THAT AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION IS NOT SUSTAINABLE BASED ON ITS TECHNICAL MERITS. RECOGNIZABLE TAX POSITIONS SHOULD THEN BE MEASURED TO DETERMINE THE AMOUNT OF BENEFIT OR LIABILITY RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FUND FILES U.S. FEDERAL, STATE AND LOCAL INFORMATION RETURNS, AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE FUNDS'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED DECEMBER 31, 2010 THROUGH THE PRESENT. THE FUND CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF FASB GUIDANCE AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FUND'S FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PENSION ADJUSTMENT 76,474.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.44200
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01363512
IRS990ScheduleD/TotalLiabilityAmt080167
IRS990ScheduleD/TotalRevenuePerForm990Amt02092585
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02794329
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01258371
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt018185
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt29500
IRS990ScheduleI/RecipientTable/CashGrantAmt311500
IRS990ScheduleI/RecipientTable/CashGrantAmt415000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt620000
IRS990ScheduleI/RecipientTable/CashGrantAmt79500
IRS990ScheduleI/RecipientTable/CashGrantAmt815000
IRS990ScheduleI/RecipientTable/CashGrantAmt922500
IRS990ScheduleI/RecipientTable/CashGrantAmt107500
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1220000
IRS990ScheduleI/RecipientTable/CashGrantAmt136500
IRS990ScheduleI/RecipientTable/CashGrantAmt147000
IRS990ScheduleI/RecipientTable/CashGrantAmt153000
IRS990ScheduleI/RecipientTable/CashGrantAmt164500
IRS990ScheduleI/RecipientTable/CashGrantAmt1720000
IRS990ScheduleI/RecipientTable/CashGrantAmt189500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,113,735
Liabilities
$407,687
Net assets
$7,706,048
Revenue
$2,092,585
Expenses
$1,363,512
Net income
$729,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.82$0.40$9.43$1.68$2.32$0.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.82$0.58$9.24$1.72$2.50$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.80$0.62$9.18$2.20$2.34$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.41$0.62$8.78$2.14$2.23$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.55$0.65$7.90$1.49$2.28$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.95$0.65$9.31$3.19$2.85$0.35
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.18$0.52$8.66$1.83$2.02$0.20
2015Detailed filing. Detailed filing data is available for this year.$9.17$0.69$8.48$2.80$2.56$0.24
2014Detailed filing. Detailed filing data is available for this year.$9.16$0.62$8.55$2.71$1.94$0.77
2013Detailed filing. Detailed filing data is available for this year.$8.11$0.41$7.71$2.09$1.36$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.69$0.52$6.17$1.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.55$5.77$1.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.41$0.52$5.89$1.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $5M-$10M nonprofits