Forward Community Investments Inc

“The organization adopted a new mission and vision statement. Vision statement: a wisconsin where every community has the resources, partnerships and capital needed to build a thriving, self-sustaining future. Mission statement: we invest in people, projects, and organizations that create lasting impact, addressing community needs in innovative and effective ways. By leveraging a network of partnerships and creative financing, we ensure individuals and neighborhoods across wisconsin have access to the resources they need to prosper.”

“The officers of the governing body--chair, secretary, and treasurer--are responsible for reviewing and approving the form 990. These individuals recommend changes to the prepared draft form 990. Once the recommended changes are made, these individuals review the revised return and, upon their written approval, a copy of the return is shared with the entire governing body and the members of the finance committee. The return is then filed with the irs.”

“Annually all officers and directors complete and sign a conflict of interest statement. The signed statements are kept at the organization's office. Any conflicts identified are reviewed by the governing body and any person with a conflict is prohibited from participating in the governing body's discussions and decisions on the particular transaction.”

“The directors designate the executive committee, which is made up of independent persons, as being responsible for the performance review of the president & ceo (or acting president & ceo). As part of the review process, the committee solicits the input of the entire governing body and some key external stakeholders. The executive committee also examines the compensation paid to executives at similarly situated organizations at the time of hire or as part of the performance review. Salary and benefit adjustments are included in the annual budget and discussed and approved by the finance committee and the entire governing body. The most recent annual performance and compensation review for the president & ceo's was done in january, 2025.”

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request. Forward community investments receives requests for this information from current and potential funders and investors and makes all relevant governance and financial information available to them.”

“Forward community investments, inc. Leases employees from a professional employment organization, empower hr, llc. The employees are considered common law employees of forward community investments, inc., however empower hr, llc is the employer of record and employees get their w2s from empower hr, llc.”

“Loan loss reserve -265,541.”