Civic Intelligence

The Diversity Forum

990EZ • Fiscal year 2014 • EIN 26-4527960

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

Organization ProfileWWW.THEDIVERSITYFORUM.ORG
4601 Charlotte Park DriveRoom/Suite 145Charlotte, NC 28217

(704) 527-9191

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

7.7%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$107,413

Up $7,670 (+7.7%) from 2013

Net Assets

Up

$107,413

Up $7,670 (+7.7%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$19,100

Down $37,864 (-66%) from 2013

Expenses

Down

$11,430

Down $12,115 (-51%) from 2013

Net Income

Down

$7,670

Down $25,749 (-77%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2014

Assets$107,413
Liabilities-
Net Assets$107,413
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$19,100
Expenses$11,430
Net Income$7,670
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Gross Receipts
$19,100
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.

Recognizing that maintaining and growing a diverse workforce is key to americas 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 BUSINESS LEADERS TO CONNECT FOR THE PURPOSE OF EXCHANGING BEST PRACTICES, IDEAS, AND TACTICAL SOLUTIONS AROUND DIVERSITY AND INCLUSION. THIS HAS CREATED SUSTAINABLE GROWTH OPPORTUNITIES IN OUR COMMUNITY.$1,015$11,430
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE FISHFounder-$0--
PEGGY HARRISDirector-$0--
TERRI MOOREBoard Chair-$0--
YOLANDA PETERSONDirector-$0--
RON FREEMANDirector-$0--
RITA HILLDirector-$0--
CHARLES JOHNSONDirector-$0--
ALEXANDRA NARANJODirector-$0--
SUMMER NICHOLSDirector-$0--
NEDDY PEREZDirector-$0--
MANNY RODRIGUESDirector-$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, ROOM/SUITE 145, CHARLOTTE, NC 28217

Signing Officer

Name
Michelle Fish
Title
President
Phone
7045279191
Signed
2015-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Bgw CPA Pllc
Address
5970 FAIRVIEW ROAD SUITE 402, CHARLOTTE, NC 28210
Preparer
Adam C Boatsman
Phone
7045520553
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses operations 253 conferences/conventions 5,573 travel 122 supplies 217 total 6,165”

Form 990-ez, Part II, Line 24

“Pledge receivable 31,000 32,070 prepaid expenses 750 0 total 31,750 32,070”

Form 990-ez, Part III

“Recognizing that maintaining and growing a diverse workforce is key to americas 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”

Form 990-ez, Part III, Line 28

“The diversity forum has successfully lead educational programs in the charlotte community that have allowed business leaders to connect for the purpose of exchanging best practices, ideas, and tactical solutions around diversity and inclusion. This has created sustainable growth opportunities in our community.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OPERATIONS 253 CONFERENCES/CONVENTIONS 5,573 TRAVEL 122 SUPPLIES 217 TOTAL 6,165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGE RECEIVABLE 31,000 32,070 PREPAID EXPENSES 750 0 TOTAL 31,750 32,070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECOGNIZING THAT MAINTAINING AND GROWING A DIVERSE WORKFORCE IS KEY TO AMERICAS 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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DIVERSITY FORUM
ReturnHeader/Filer/BusinessNameControlTxt0DIVE
ReturnHeader/Filer/EIN0264527960
ReturnHeader/Filer/PhoneNum07045279191
ReturnHeader/Filer/USAddress/AddressLine1Txt04601 CHARLOTTE PARK DRIVE
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C BOATSMAN
ReturnHeader/ReturnTs02015-05-07T12:06:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,413
Liabilities
-
Net assets
$107,413
Revenue
$19,100
Expenses
$11,430
Net income
$7,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.11$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.08$0.32$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.19$0.11$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.57$0.24$0.33