Civic Intelligence

The Forge Initiative Inc.

990 • Fiscal year 2022 • EIN 27-3380977

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 01, 2022

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

77th percentile

0.12x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • NTEE B99 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.07x

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

2022 filings • NTEE B99 • <$500k nonprofits • Source year 2022

Net Margin

54th percentile

7.5%

Higher net margin than 54% of similar nonprofits.

2022 filings • NTEE B99 • <$500k nonprofits • Source year 2022

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2022 filings • NTEE B99 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2022 filings • NTEE B99 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

74%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • NTEE B99 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$92,333

Up $12,513 (+16%) from 2021

Net Assets

Up

$80,803

Up $11,291 (+16%) from 2021

Liabilities

Up

$11,530

Up $1,222 (+12%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin54th percentile

Revenue

Up

$174,135

Up $74,202 (+74%) from 2021

Expenses

Up

$161,067

Up $31,757 (+25%) from 2021

Net Income

Up

$13,068

Up $42,445 (+144%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2022

Assets$92,333
Liabilities$11,530
Net Assets$80,803
Open 2022 Filing

Operations Trend

Revenue Growth73rd 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

2022

Revenue$174,135
Expenses$161,067
Net Income$13,068
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 1, 2022
Return Version
2021v4.2
Gross Receipts
$174,135
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
Investments in Publicly Traded Securities$56,911$54,495▼ $2,416
Cash and Non-Interest-Bearing Accounts$12,370$28,240▲ $15,870
Land, Buildings, and Equipment, Net$6,774$5,200▼ $1,574
Accounts Receivable$-465$168▲ $633
Savings and Temporary Cash Investments$5$5→ $0
Total Assets$79,820$92,333▲ $12,513
Other Assets Total$4,225$4,225→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,308$11,530▲ $1,222
Total Liabilities$10,308$11,530▲ $1,222
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$69,512$80,803▲ $11,291
Total Net Assets Fund Balance$69,512$80,803▲ $11,291
Total Liabilities and Net Assets / Fund Balance$79,820$92,333▲ $12,513

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,200$15,999-
Other Assets Org$25--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Larry DienerPresident
Robert MackieVice President
Adrian PowellDirector
Gabriele HesterDirector
John RockDirector
Patrick EastersDirector
Sowmya RawDirector
Linda WhipkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,830
Program Service Revenue
$52,408
Investment Income
$2
Other Revenue
$22,895
All Other Contributions
$98,830
Change in Net Assets
$13,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,767
Total Fundraising Expense$3,902
Salaries, Compensation, and Employee Benefits$2,300
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$64,701$4,628$149$69,478
Travel$25,658--$25,658
Information Technology$8,570$523$17$9,110
Insurance$2,401$2,819$7$5,227
All Other Expenses-$910$3,715$4,625
Other Expenses$40$3,667$1$3,707
Advertising$3,050$150$2$3,202
Other Salaries and Wages$1,951$180$6$2,137
Depreciation Depletion$966$199-$1,165
Fees for Services Accounting-$618-$618
Office Expenses-$203-$203
Payroll Taxes-$163-$163
Total Functional Expenses$142,934$14,231$3,902$161,067
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 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
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
Treasurer
Phone
9192108571
Signed
2022-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Diener
Formed
2010
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
40

Preparer

Firm
Lori Aveni CPA PLLC
Address
115 Salem Towne Ct, Apex, NC 27502
Preparer
Lori A Aveni
Phone
9193082470
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ROUNDING.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,333
Liabilities
$11,530
Net assets
$80,803
Revenue
$174,135
Expenses
$161,067
Net income
$13,068
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits

Greenville, SC

View Organization

Lucky Pup Rescue

501(c)3 • NTEE D20

Revenue$174,123
Assets$5,091

Revenue vs current organization

About the same

Assets vs current organization

94% lower