Civic Intelligence

The Forge Initiative Inc

EIN 27-3380977 • 501(c)3 • Cary, NC

Profile

Steam education using robotics

PO Box 4798Cary, NC 27519

www.wakerobotics.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.05x

Higher debt load relative to assets than 76% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-0.0%

Higher net margin than 38% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE B99 • <$500k nonprofits • Source year 2024

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$104,234

Up $2,299 (+2.3%) from 2023

Liabilities

Down

$5,550

Down $4,670 (-46%) from 2023

Net Assets

Up

$98,684

Up $6,969 (+7.6%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin38th percentile

Revenue

Up

$273,782

Up $61,722 (+29%) from 2023

Expenses

Up

$273,877

Up $73,019 (+36%) from 2023

Net Income

Down

-$95

Down $11,297 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$150K$100K$50K$0Assets 2014: $131,416Liabilities 2014: $3,793Net Assets 2014: $127,6232014Assets 2016: $66,076Liabilities 2016: $6,842Net Assets 2016: $59,2342016Assets 2017: $29,780Liabilities 2017: $9,318Net Assets 2017: $20,4622017Assets 2018: $33,190Liabilities 2018: $27,098Net Assets 2018: $6,0922018Assets 2019: $141,604Liabilities 2019: $15,806Net Assets 2019: $125,7982019Assets 2020: $114,503Liabilities 2020: $20,519Net Assets 2020: $93,9842020Assets 2021: $79,820Liabilities 2021: $10,308Net Assets 2021: $69,5122021Assets 2022: $92,333Liabilities 2022: $11,530Net Assets 2022: $80,8032022Assets 2023: $101,935Liabilities 2023: $10,220Net Assets 2023: $91,7152023Assets 2024: $104,234Liabilities 2024: $5,550Net Assets 2024: $98,6842024

Highlighted filing

2024

Assets$104,234
Liabilities$5,550
Net Assets$98,684
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$400K$200K$0-$200KRevenue 2014: $191,083Expenses 2014: $70,697Net Income 2014: $120,3862014Revenue 2016: $142,762Expenses 2016: $241,866Net Income 2016: -$99,1042016Revenue 2017: $149,869Expenses 2017: $188,641Net Income 2017: -$38,7722017Revenue 2018: $194,929Expenses 2018: $215,374Net Income 2018: -$20,4452018Revenue 2019: $335,857Expenses 2019: $218,393Net Income 2019: $117,4642019Revenue 2020: $190,051Expenses 2020: $225,456Net Income 2020: -$35,4052020Revenue 2021: $99,933Expenses 2021: $129,310Net Income 2021: -$29,3772021Revenue 2022: $174,135Expenses 2022: $161,067Net Income 2022: $13,0682022Revenue 2023: $212,060Expenses 2023: $200,858Net Income 2023: $11,2022023Revenue 2024: $273,782Expenses 2024: $273,877Net Income 2024: -$952024

Highlighted filing

2024

Revenue$273,782
Expenses$273,877
Net Income-$95
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$104,234
Liabilities
$5,550
Net assets
$98,684
Revenue
$273,782
Expenses
$273,877
Net income
-$95
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.06$0.99$2.74$2.74$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.10$0.92$2.12$2.01$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.12$0.81$1.74$1.61$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.10$0.70$1.00$1.29$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.21$0.94$1.90$2.25$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.16$1.26$3.36$2.18$1.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.27$0.06$1.95$2.15$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.09$0.20$1.50$1.89$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.07$0.59$1.43$2.42$0.99
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.28$1.91$0.71$1.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$273,782
Mission and Program Overview

Mission

To empower families and individuals of all ages to collaboratively explore, learn, and lead using technology and engineering.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$37,289$64,470▲ $27,181
Investments in Publicly Traded Securities$57,574$29,308▼ $28,266
Accounts Receivable$1,818$6,067▲ $4,249
Land, Buildings, and Equipment, Net$1,024$184▼ $840
Savings and Temporary Cash Investments$5$5→ $0
Total Assets$101,935$104,234▲ $2,299
Other Assets Total$4,225$4,200▼ $25
Liabilities
Accounts Payable and Accrued Expenses$10,220$5,550▼ $4,670
Total Liabilities$10,220$5,550▼ $4,670
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$91,715$98,684▲ $6,969
Total Net Assets Fund Balance$91,715$98,684▲ $6,969
Total Liabilities and Net Assets / Fund Balance$101,935$104,234▲ $2,299

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$184$21,015$21,199
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Patrick EastersPresident
David JonesBoard Member
Gabriele HesterBoard Member
John RockBoard Member
David HuangBoard of Director
Robert MackieSecretary
Linda Whipker PhdTreasurer
Seshu UppalapatiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$147,671
Program Service Revenue
$116,792
Investment Income
$119
Other Revenue
$9,200
All Other Contributions
$147,671
Change in Net Assets
$-95
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,120
Salaries, Compensation, and Employee Benefits$39,757
Total Fundraising Expense$11,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$139,968$6,929$3,003$149,900
Other Salaries and Wages$19,205$13,046$4,808$37,059
Information Technology$7,480$1,338$1,697$10,515
Advertising$3,928$36$201$4,165
Insurance$1,703$2,240$37$3,980
Payroll Taxes$1,466$865$367$2,698
Other Expenses$858$1,247$18$2,123
All Other Expenses$656-$890$1,546
Travel$1,417--$1,417
Fees for Services Accounting-$1,200-$1,200
Depreciation Depletion$840--$840
Office Expenses$368$246$8$622
Conferences and Meetings$160$408$3$571
Total Functional Expenses$228,018$34,687$11,172$273,877
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The treasurer delegated to an employee responsiblity for maintaining correct books of record. Procedures for delegating responsibility were followed according to the corporation's bylaws.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is provided to the board of directors prior to filing. Each member has an opportunity to review the document and ask questions before filing the return.”

Form 990, Page 6, Part VI, Line 12C

“The organization requires board members to disclose conflicts of interest, any violations would be dealt with by the remaining board members based on the individual scenario. Employees are supervised by board members such that conflict of interest by employees can be avoided.”

Form 990, Page 6, Part VI, Line 15B

“Board approval is required for determination of compensation. Salaries are based on comparable positions and pay rates.”

Form 990, Page 6, Part VI, Line 19

“These records are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Forge Initiative Inc
EIN
27-3380977
Phone
9196166332
Address
PO BOX 4798, CARY, NC 27519

Signing Officer

Name
Linda Whipker Phd
Title
Treasurer
Phone
9102108570
Signed
2025-05-02

Organization Details

Principal Officer
Linda Whipker Phd
Formed
2010
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
3
Volunteers
160

Preparer

Firm
Benton Whitaker Llp
Address
107 GORDON ST, SANFORD, NC 27330
Preparer
Ashley Whitaker
Phone
9197764636
Raw XML Appendix400 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010220
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05550
IRS990/AccountsReceivableGrp/BOYAmt01818
IRS990/AccountsReceivableGrp/EOYAmt06067
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO EMPOWER FAMILIES AND INDIVIDUALS OF ALL AGES TO COLLABORATIVELY EXPLORE, LEARN, AND LEAD USING TECHNOLOGY AND ENGINEERING.
IRS990/AdvertisingGrp/FundraisingAmt0201
IRS990/AdvertisingGrp/ManagementAndGeneralAmt036
IRS990/AdvertisingGrp/ProgramServicesAmt03928
IRS990/AdvertisingGrp/TotalAmt04165
IRS990/AllOtherContributionsAmt0147671
IRS990/AllOtherExpensesGrp/FundraisingAmt0890
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0656
IRS990/AllOtherExpensesGrp/TotalAmt01546
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/PersonNm0LINDA WHIPKER PHD
IRS990/BooksInCareOfDetail/PhoneNum09196166332
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4798
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027519
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt037289
IRS990/CashNonInterestBearingGrp/EOYAmt064470
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt03
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0408
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0160
IRS990/ConferencesMeetingsGrp/TotalAmt0571
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0147671
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0119
IRS990/CYOtherExpensesAmt0234120
IRS990/CYOtherRevenueAmt09200
IRS990/CYProgramServiceRevenueAmt0116792
IRS990/CYRevenuesLessExpensesAmt0-95
IRS990/CYSalariesCompEmpBnftPaidAmt039757
IRS990/CYTotalExpensesAmt0273877
IRS990/CYTotalFundraisingExpenseAmt011172
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0273782
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0840
IRS990/DepreciationDepletionGrp/TotalAmt0840
IRS990/Desc0COMPETITIVE ROBOTICS TEAMS SERVE STUDENTS AGES 6-18 WORKING WITH ADULT MENTORS TO PARTICIPATE IN VARIOUS LEVELS OF COMPETITION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0228018
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICK EASTERS
IRS990/Form990PartVIISectionAGrp/PersonNm1GABRIELE HESTER
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID HUANG
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID JONES
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT MACKIE
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA WHIPKER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN ROCK
IRS990/Form990PartVIISectionAGrp/PersonNm7SESHU UPPALAPATI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0273782
IRS990/GrossRentsGrp/RealAmt07200
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01697
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01338
IRS990/InformationTechnologyGrp/ProgramServicesAmt07480
IRS990/InformationTechnologyGrp/TotalAmt010515
IRS990/InsuranceGrp/FundraisingAmt037
IRS990/InsuranceGrp/ManagementAndGeneralAmt02240
IRS990/InsuranceGrp/ProgramServicesAmt01703
IRS990/InsuranceGrp/TotalAmt03980
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0119
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0119
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt057574
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029308
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021015
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01024
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0184
IRS990/LandBldgEquipCostOrOtherBssAmt021199
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO EMPOWER FAMILIES AND INDIVIDUALS OF ALL AGES TO COLLABORATIVELY EXPLORE, LEARN, AND LEAD USING TECHNOLOGY AND ENGINEERING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt091715
IRS990/NetAssetsOrFundBalancesEOYAmt098684
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07200
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07200
IRS990/NetUnrlzdGainsLossesInvstAmt07064
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt091715
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt098684
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt015954
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt03003
IRS990/OccupancyGrp/ManagementAndGeneralAmt06929
IRS990/OccupancyGrp/ProgramServicesAmt0139968
IRS990/OccupancyGrp/TotalAmt0149900
IRS990/OfficeExpensesGrp/FundraisingAmt08
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0246
IRS990/OfficeExpensesGrp/ProgramServicesAmt0368
IRS990/OfficeExpensesGrp/TotalAmt0622
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04225
IRS990/OtherAssetsTotalGrp/EOYAmt04200
IRS990/OtherExpensesGrp/Desc0SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/Desc1REGISTRATION FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MANAGEMENT
IRS990/OtherExpensesGrp/FundraisingAmt0140
IRS990/OtherExpensesGrp/FundraisingAmt118
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0663
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26399
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31247
IRS990/OtherExpensesGrp/ProgramServicesAmt030712
IRS990/OtherExpensesGrp/ProgramServicesAmt119257
IRS990/OtherExpensesGrp/ProgramServicesAmt2858
IRS990/OtherExpensesGrp/TotalAmt031515
IRS990/OtherExpensesGrp/TotalAmt119327
IRS990/OtherExpensesGrp/TotalAmt26399
IRS990/OtherExpensesGrp/TotalAmt32123
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02000
IRS990/OtherRevenueTotalAmt02000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04808
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013046
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019205
IRS990/OtherSalariesAndWagesGrp/TotalAmt037059
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0367
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0865
IRS990/PayrollTaxesGrp/ProgramServicesAmt01466
IRS990/PayrollTaxesGrp/TotalAmt02698
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LINDA WHIPKER PHD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0116792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0116792
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0118021
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0122
IRS990/PYOtherExpensesAmt0200858
IRS990/PYOtherRevenueAmt07440
IRS990/PYProgramServiceRevenueAmt086477
IRS990/PYRevenuesLessExpensesAmt011202
IRS990/PYTotalExpensesAmt0200858
IRS990/PYTotalRevenueAmt0212060
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-95
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt07200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0117679
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0273782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0212060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0174136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt083422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0190051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0933451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0368
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0501372
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0933451
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0273782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0212060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0174136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt083422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0190051
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0933451
IRS990ScheduleA/TotalSupportAmt0933819
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0184
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021015
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021199
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0184
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER DELEGATED TO AN EMPLOYEE RESPONSIBLITY FOR MAINTAINING CORRECT BOOKS OF RECORD. PROCEDURES FOR DELEGATING RESPONSIBILITY WERE FOLLOWED ACCORDING TO THE CORPORATION'S BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. EACH MEMBER HAS AN OPPORTUNITY TO REVIEW THE DOCUMENT AND ASK QUESTIONS BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS OF INTEREST, ANY VIOLATIONS WOULD BE DEALT WITH BY THE REMAINING BOARD MEMBERS BASED ON THE INDIVIDUAL SCENARIO. EMPLOYEES ARE SUPERVISED BY BOARD MEMBERS SUCH THAT CONFLICT OF INTEREST BY EMPLOYEES CAN BE AVOIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD APPROVAL IS REQUIRED FOR DETERMINATION OF COMPENSATION. SALARIES ARE BASED ON COMPARABLE POSITIONS AND PAY RATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE RECORDS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0101935
IRS990/TotalAssetsEOYAmt0104234
IRS990/TotalAssetsGrp/BOYAmt0101935
IRS990/TotalAssetsGrp/EOYAmt0104234
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0147671
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011172
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034687
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0228018
IRS990/TotalFunctionalExpensesGrp/TotalAmt0273877
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010220
IRS990/TotalLiabilitiesEOYAmt05550
IRS990/TotalLiabilitiesGrp/BOYAmt010220
IRS990/TotalLiabilitiesGrp/EOYAmt05550
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt091715
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098684
IRS990/TotalProgramServiceExpensesAmt0228018
IRS990/TotalProgramServiceRevenueAmt0116792
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0126111
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0273782
IRS990/TotalVolunteersCnt0160
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0104234
IRS990/TravelGrp/ProgramServicesAmt01417
IRS990/TravelGrp/TotalAmt01417
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4798
IRS990/USAddress/CityNm0CARY
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027519
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.THEFORGEINITIATIVE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WHIPKER PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09102108570
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FORGE INITIATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0FORG
ReturnHeader/Filer/EIN0273380977
ReturnHeader/Filer/PhoneNum09196166332
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4798
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027519
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853073393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENTON WHITAKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 GORDON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027330
ReturnHeader/PreparerPersonGrp/PhoneNum09197764636
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY WHITAKER
ReturnHeader/ReturnTs02025-05-19T14:15:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.