Civic Intelligence

The Diversity Forum

990EZ • Fiscal year 2016 • EIN 26-4527960

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

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

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

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

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.

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

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$81,985

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

Net Assets

Down

$81,985

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

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin22nd percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$81,985
Liabilities$0
Net Assets$81,985
Open 2016 Filing

Operations Trend

Revenue Growth86th 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

2016

Revenue$11,220
Expenses$12,568
Net Income-$1,348
Open 2016 Filing
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
Top Officer Pay75th percentile

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.”

Raw XML Appendix212 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/OperateHospitalInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt08750
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: 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.
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/SignatureDt02017-05-15
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
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ReturnHeader/Filer/USAddress/ZIPCd028217
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ReturnHeader/FilingSecurityInformation/IPTm008:11:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204759472
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 W MATTHEWS ST STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MATTHEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07048411120
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BLY
ReturnHeader/ReturnTs02017-05-15T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,985
Liabilities
$0
Net assets
$81,985
Revenue
$11,220
Expenses
$12,568
Net income
-$1,348
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