Civic Intelligence

The Forge Initiative Inc.

990 • Fiscal year 2018 • EIN 27-3380977

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 07, 2019

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

90th percentile

0.82x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • NTEE B99 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.14x

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

2018 filings • NTEE B99 • <$500k nonprofits • Source year 2018

Net Margin

28th percentile

-10%

Higher net margin than 28% of similar nonprofits.

2018 filings • NTEE B99 • <$500k nonprofits • Source year 2018

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2018 filings • NTEE B99 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2018 filings • NTEE B99 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

30%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • NTEE B99 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$33,190

Up $3,410 (+11%) from 2017

Net Assets

Down

$6,092

Down $14,370 (-70%) from 2017

Liabilities

Up

$27,098

Up $17,780 (+191%) from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin28th percentile

Revenue

Up

$194,929

Up $45,060 (+30%) from 2017

Expenses

Up

$215,374

Up $26,733 (+14%) from 2017

Net Income

Up

-$20,445

Up $18,327 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$33,190
Liabilities$27,098
Net Assets$6,092
Open 2018 Filing

Operations Trend

Revenue Growth77th 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

2018

Revenue$194,929
Expenses$215,374
Net Income-$20,445
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 7, 2019
Return Version
2017v2.2
Gross Receipts
$194,929
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$13,978$17,407▲ $3,429
Land, Buildings, and Equipment, Net$8,414$10,274▲ $1,860
Prepaid Expenses and Deferred Charges$4,070--
Accounts Receivable$1,318$3,509▲ $2,191
Total Assets$29,780$33,190▲ $3,410
Other Assets Total$2,000$2,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,842$27,098▲ $20,256
Total Liabilities$6,842$27,098▲ $20,256
Net Assets / Fund Balance
Unrestricted Net Assets$22,302$6,092▼ $16,210
Temporarily Rstr Net Assets$636--
Total Net Assets Fund Balance$22,938$6,092▼ $16,846
Total Liabilities and Net Assets / Fund Balance$29,780$33,190▲ $3,410

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,274$9,264-
Other Assets Org$2,000--
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$101,887
Program Service Revenue
$75,515
Investment Income
$7
Other Revenue
$17,520
All Other Contributions
$101,887
Change in Net Assets
$-20,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$179,686
Salaries, Compensation, and Employee Benefits$35,688
Total Fundraising Expense$16,644
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$88,242$1,775$2,042$92,059
Other Salaries and Wages$20,822$11,500$604$32,926
Information Technology$8,211$2,671$397$11,279
Fees for Services Management--$11,100$11,100
Travel$9,517-$61$9,578
Fees for Services Other$5,400--$5,400
Insurance$2,976$1,908$86$4,970
Other Expenses$82$3,871$1$3,871
Depreciation Depletion$668$2,342-$3,010
Payroll Taxes-$2,762-$2,762
All Other Expenses$922$49$1,271$2,242
Advertising$606-$368$974
Fees for Services Accounting-$562-$562
Office Expenses$112$18$128$258
Conferences and Meetings-$53-$53
Total Functional Expenses$171,195$27,535$16,644$215,374
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
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 Phd
Title
President
Phone
9192108571
Signed
2019-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Whipker Phd
Formed
2010
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
90

Preparer

Firm
Lori Aveni CPA PLLC
Address
126 N Salem St Suite 204, Apex, NC 27502
Preparer
Lori A Aveni
Phone
9193082470
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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0164641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0142757
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0146998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0191083
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt09264
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt019538
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010274
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016644
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027535
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171195
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215374
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06842
IRS990/TotalLiabilitiesEOYAmt027098
IRS990/TotalLiabilitiesGrp/BOYAmt06842
IRS990/TotalLiabilitiesGrp/EOYAmt027098
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022938
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06092
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt075515
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt093035
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194929
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt090
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029780
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033190
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TravelGrp/FundraisingAmt061
IRS990/TravelGrp/ProgramServicesAmt09517
IRS990/TravelGrp/TotalAmt09578
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt022302
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06092
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.THEFORGEINITIATIVE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WHIPKER PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192108571
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FORGE INITIATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0FORG
ReturnHeader/Filer/EIN0273380977
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4798
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027519
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01478F7D58C98D2FA0735F314D88254289277E85C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01478F7D58C98D2FA0735F314D88254289277E85C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06961692019068jjg2cni
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.177.128.95
ReturnHeader/FilingSecurityInformation/IPDt02019-03-09
ReturnHeader/FilingSecurityInformation/IPTm012:43:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464277197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Aveni CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0126 N Salem St Suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apex
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027502
ReturnHeader/PreparerPersonGrp/PhoneNum09193082470
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori A Aveni
ReturnHeader/ReturnTs02019-03-08T15:16:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,190
Liabilities
$27,098
Net assets
$6,092
Revenue
$194,929
Expenses
$215,374
Net income
-$20,445
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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