Civic Intelligence

The Diversity Forum

990EZ • Fiscal year 2015 • EIN 26-4527960

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization ProfileWWW.THEDIVERSITYFORUM.ORG
4601 Charlotte Park Drive No 145Charlotte, NC 28217

(704) 527-9191

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-318%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$83,333

Down $24,080 (-22%) from 2014

Net Assets

Down

$83,333

Down $24,080 (-22%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

Down

$7,574

Down $11,526 (-60%) from 2014

Expenses

Up

$31,654

Up $20,224 (+177%) from 2014

Net Income

Down

-$24,080

Down $31,750 (-414%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2015

Assets$83,333
Liabilities$0
Net Assets$83,333
Open 2015 Filing

Operations Trend

Revenue Growth7th 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

2015

Revenue$7,574
Expenses$31,654
Net Income-$24,080
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$7,574
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$14,584
Compensation and Service Providers
Top Officer Pay75th 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--
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
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Lba Haynes Strand Pllc
Address
212 W MATTHEWS ST SUITE 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: 450. Description: licenses and fees. Amount: 60. Description: dues and subscriptions. Amount: 6,500. Description: marketing. Amount: 493. Description: telephone. Amount: 6,500. Description: uncollectible receivables. Amount: 17,070. Description: contract services. Amount: 581. Total to form 990-ez, line 16: 31,654.”

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

“Description: accounts receivable. Beg. Of year amount: 32,070. End of year amount: 8,000.”

Raw XML Appendix200 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE FISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PEGGY HARRIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YOLANDA PETERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MANNY RODRIGUES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NICK VALADEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt032070
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031654
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0RECOGNIZING 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031654
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IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEDIVERSITYFORUM.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056964
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022650
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 450. DESCRIPTION: LICENSES AND FEES. AMOUNT: 60. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 6,500. DESCRIPTION: MARKETING. AMOUNT: 493. DESCRIPTION: TELEPHONE. AMOUNT: 6,500. DESCRIPTION: UNCOLLECTIBLE RECEIVABLES. AMOUNT: 17,070. DESCRIPTION: CONTRACT SERVICES. AMOUNT: 581. TOTAL TO FORM 990-EZ, LINE 16: 31,654.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 32,070. END OF YEAR AMOUNT: 8,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE FISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07045279191
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DIVERSITY FORUM
ReturnHeader/Filer/BusinessNameControlTxt0DIVE
ReturnHeader/Filer/EIN0264527960
ReturnHeader/Filer/PhoneNum07045279191
ReturnHeader/Filer/USAddress/AddressLine1Txt04601 CHARLOTTE PARK DRIVE NO 145
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204759472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBA HAYNES STRAND PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 W MATTHEWS ST SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07048411120
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BLY
ReturnHeader/ReturnTs02016-11-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,333
Liabilities
$0
Net assets
$83,333
Revenue
$7,574
Expenses
$31,654
Net income
-$24,080
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