Civic Intelligence

The Forge Initiative Inc.

990 • Fiscal year 2023 • EIN 27-3380977

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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

(919) 616-6332

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

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

2023 filings • NTEE B99 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.05x

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

2023 filings • NTEE B99 • <$500k nonprofits • Source year 2023

Net Margin

48th percentile

5.3%

Higher net margin than 48% of similar nonprofits.

2023 filings • NTEE B99 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • NTEE B99 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2023 filings • NTEE B99 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • NTEE B99 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$101,935

Up $9,602 (+10%) from 2022

Net Assets

Up

$91,715

Up $10,912 (+14%) from 2022

Liabilities

Down

$10,220

Down $1,310 (-11%) from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin48th percentile

Revenue

Up

$212,060

Up $37,925 (+22%) from 2022

Expenses

Up

$200,858

Up $39,791 (+25%) from 2022

Net Income

Down

$11,202

Down $1,866 (-14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2023

Assets$101,935
Liabilities$10,220
Net Assets$91,715
Open 2023 Filing

Operations Trend

Revenue Growth63rd 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

2023

Revenue$212,060
Expenses$200,858
Net Income$11,202
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$212,060
Mission and Program Overview

Mission

Steam education using robotics

To emplower 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$54,495$57,574▲ $3,079
Cash and Non-Interest-Bearing Accounts$28,240$37,289▲ $9,049
Accounts Receivable$168$1,818▲ $1,650
Land, Buildings, and Equipment, Net$5,200$1,024▼ $4,176
Savings and Temporary Cash Investments$5$5→ $0
Total Assets$92,333$101,935▲ $9,602
Other Assets Total$4,225$4,225→ $0
Liabilities
Accounts Payable and Accrued Expenses$11,530$10,220▼ $1,310
Total Liabilities$11,530$10,220▼ $1,310
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$80,803$91,715▲ $10,912
Total Net Assets Fund Balance$80,803$91,715▲ $10,912
Total Liabilities and Net Assets / Fund Balance$92,333$101,935▲ $9,602

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,024$20,175$21,199
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Larry DienerPresident
Adrian PowellBoard Member
Gabriele HesterBoard Member
John RockBoard Member
Patrick EastersBoard Member
Sowmya RaoBoard Member
Kim McclellandSecretary
Linda Whipker PhdTreasurer
Robert MackieVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$118,021
Program Service Revenue
$86,477
Investment Income
$122
Other Revenue
$7,440
All Other Contributions
$118,021
Change in Net Assets
$11,202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,858
Total Fundraising Expense$2,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$94,691$1,266$86$96,043
Travel$26,666--$26,666
Information Technology$11,663$738$1,098$13,499
Insurance$2,808$2,764$3$5,575
Advertising$4,639$10$1$4,650
Other Expenses$1,346$96$1$1,443
All Other Expenses--$1,173$1,173
Depreciation Depletion$841$14-$855
Fees for Services Accounting-$648-$648
Office Expenses-$153-$153
Total Functional Expenses$187,660$10,831$2,367$200,858
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 th edocument 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
2024-05-15

Organization Details

Principal Officer
Patrick Easters
Formed
2010
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
160

Preparer

Firm
Benton Whitaker Llp
Address
107 GORDON ST, SANFORD, NC 27330
Preparer
Ashley Whitaker
Phone
9197764636
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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 TH EDOCUMENT 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
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WHIPKER PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09102108570
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FORGE INITIATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0FORG
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENTON WHITAKER LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY WHITAKER
ReturnHeader/ReturnTs02024-05-15T13:07:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHIPKER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,935
Liabilities
$10,220
Net assets
$91,715
Revenue
$212,060
Expenses
$200,858
Net income
$11,202
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
2023Detailed filing. Detailed filing data is available for this year.$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