Civic Intelligence

The Forge Initiative Inc.

990 • Fiscal year 2017 • EIN 27-3380977

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.THEFORGEINITIATIVE.ORG
PO Box 4798Cary, NC 27519

(919) 210-8571

Siviq Scores

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

Liabilities / Assets

85th percentile

0.31x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • NTEE B99 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • NTEE B99 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2017 filings • NTEE B99 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • NTEE B99 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-55%

Faster asset growth than 9% of similar nonprofits.

2017 filings • NTEE B99 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

5.0%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • NTEE B99 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$29,780

Down $36,296 (-55%) from 2016

Net Assets

Down

$20,462

Down $38,772 (-65%) from 2016

Liabilities

Up

$9,318

Up $2,476 (+36%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin13th percentile

Revenue

Up

$149,869

Up $7,107 (+5.0%) from 2016

Expenses

Down

$188,641

Down $53,225 (-22%) from 2016

Net Income

Up

-$38,772

Up $60,332 (+61%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$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

2017

Assets$29,780
Liabilities$9,318
Net Assets$20,462
Open 2017 Filing

Operations Trend

Revenue Growth54th percentile

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

2017

Revenue$149,869
Expenses$188,641
Net Income-$38,772
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$149,869
Mission and Program Overview

Mission

Steam education using robotics

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$27,813$13,978▼ $13,835
Land, Buildings, and Equipment, Net$5,914$8,414▲ $2,500
Prepaid Expenses and Deferred Charges$4,070$4,070→ $0
Accounts Receivable$28,279$1,318▼ $26,961
Total Assets$66,076$29,780▼ $36,296
Other Assets Total-$2,000-
Liabilities
Accounts Payable and Accrued Expenses$6,842$9,318▲ $2,476
Total Liabilities$6,842$9,318▲ $2,476
Net Assets / Fund Balance
Unrestricted Net Assets$59,234$19,826▼ $39,408
Temporarily Rstr Net Assets-$636-
Total Net Assets Fund Balance$59,234$20,462▼ $38,772
Total Liabilities and Net Assets / Fund Balance$66,076$29,780▼ $36,296

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,414$6,254-
Other Assets Org$2,000--
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Linda WhipkerPresident
Robert MackieVice President and Secretary
Adrian PowellDirector
Kate IversDirector
Kelly McchesneyDirector
Michael FeiginDirector
Tom ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,704
Program Service Revenue
$51,163
Investment Income
$2
Other Revenue
$0
All Other Contributions
$85,504
Change in Net Assets
$-38,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,045
Salaries, Compensation, and Employee Benefits$41,596
Total Fundraising Expense$12,164
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$61,634$2,760$5,423$69,817
Other Salaries and Wages$35,020$1,840$1,807$38,667
Information Technology$6,778$988$2,699$10,465
Insurance$3,006$2,346$155$5,507
Travel$5,012-$162$5,174
Fees for Services Accounting-$3,832-$3,832
Advertising$2,517$78$1,228$3,823
Payroll Taxes-$2,929-$2,929
Other Expenses$45$2,713$32$2,758
Depreciation Depletion-$2,737-$2,737
Fees for Services Other$2,547--$2,547
All Other Expenses$870$621$27$1,518
Office Expenses$98$243-$341
Total Functional Expenses$154,965$21,512$12,164$188,641
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No

Governance Explanations

Management duties delegation Part VI line 3

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

Form 990 governing body review Part VI line 11

“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.”

Conflict of interest policy compliance 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.”

Other officer or key employee compensation Part VI line 15B

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

Governing documents etc available to public 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
Address
PO BOX 4798, CARY, NC 27519

Signing Officer

Name
Linda Whipker
Title
President
Phone
9192108571
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Whipker
Formed
2010
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
90

Preparer

Firm
Lori Aveni CPA PLLC
Address
126 N Salem Street Suite 204, Apex, NC 27502
Preparer
Lori A Aveni
Phone
9193082470
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER DELEGATED TO AN EMPLOYEE RESPONSIBILITY FOR MAINTAINING CORRECT BOOKS OF RECORD. PROCEDURES FOR DELEGATING RESPONSIBILITY WERE FOLLOWED ACCORDING TO THE CORPORATIONS 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/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192108571
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FORGE INITIATIVE INC
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ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTm018:41:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 N Salem Street Suite 204
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,780
Liabilities
$9,318
Net assets
$20,462
Revenue
$149,869
Expenses
$188,641
Net income
-$38,772
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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