Civic Intelligence

The Diversity Forum

EIN 26-4527960 • 501(c)3 • Charlotte, NC

Profile

Recognizing that maintaining and growing a diverse workforce is key to america's continued economic success, the mission of the diversity forum is to connect business leaders for the purpose of exchanging ideas on how diversity and inclusion can spur business innovation and create sustainable growth opportunities.

4601 Charlotte Park Drive No 145Charlotte, NC 28217

www.thediversityforum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

-1.6%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$81,985

Down $1,348 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$81,985

Down $1,348 (-1.6%) from 2015

Revenue

Up

$11,220

Up $3,646 (+48%) from 2015

Expenses

Down

$12,568

Down $19,086 (-60%) from 2015

Net Income

Up

-$1,348

Up $22,732 (+94%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $99,743Net Assets 2013: $99,7432013Assets 2014: $107,413Net Assets 2014: $107,4132014Assets 2015: $83,333Liabilities 2015: $0Net Assets 2015: $83,3332015Assets 2016: $81,985Liabilities 2016: $0Net Assets 2016: $81,9852016

Highlighted filing

2016

Assets$81,985
Liabilities$0
Net Assets$81,985

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $56,964Expenses 2013: $23,545Net Income 2013: $33,4192013Revenue 2014: $19,100Expenses 2014: $11,430Net Income 2014: $7,6702014Revenue 2015: $7,574Expenses 2015: $31,654Net Income 2015: -$24,0802015Revenue 2016: $11,220Expenses 2016: $12,568Net Income 2016: -$1,3482016

Highlighted filing

2016

Revenue$11,220
Expenses$12,568
Net Income-$1,348

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$11,220
Mission and Program Overview

Mission

Recognizing that maintaining and growing a diverse workforce is key to america's continued economic success, the mission of the diversity forum is to connect business leaders for the purpose of exchanging ideas on how diversity and inclusion can spur business innovation and create sustainable growth opportunities.

Program Services

DescriptionGrantsExpenses
THE DIVERSITY FORUM HAS SUCCESSFULLY LEAD EDUCATIONAL PROGRAMS IN THE CHARLOTTE COMMUNITY THAT HAVE ALLOWED LEADERS TO CONNECT FOR THE PUPRPOSE OF EXCHANGING BEST PRACTICES, IDEAS, AND TACTICAL SOLUTIONS AROUND DIVERSITY AND INCLUSION. THIS HAS CREATED SUSTAINABLE GROWTH OPPORTUNITIES IN OUR COMMUNITY.$0$12,568
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE FISHFounder-$0--
PEGGY HARRISDirector-$0--
TERRI MOOREBoard Chair-$0--
YOLANDA PETERSONDirector-$0--
RITA HILLDirector-$0--
CHARLES JOHNSONDirector-$0--
SUMMER NICHOLSDirector-$0--
NEDDY PEREZDirector-$0--
NICK VALADEZDirector-$0--
JEREMY WALLSDirector-$0--
NICHOLAS WHARTONDirector-$0--
DEBRA WHITEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Diversity Forum
EIN
26-4527960
Phone
7045279191
Address
4601 CHARLOTTE PARK DRIVE NO 145, CHARLOTTE, NC 28217

Signing Officer

Name
Michelle Fish
Title
President
Phone
7045279191
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Lba Haynes Strand Pllc
Address
212 W MATTHEWS ST STE 102, MATTHEWS, NC 28105
Preparer
John Bly
Phone
7048411120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 870. Description: marketing. Amount: 300. Description: event speaker. Amount: 11,152. Description: supplies. Amount: 246. Total to form 990-ez, line 16: 12,568.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 8,000. End of year amount: 8,000. Description: prepaid expense. Beg. Of year amount: 0. End of year amount: 750.

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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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