Civic Intelligence

Forward Assist Inc.

990 • Fiscal year 2025 • EIN 45-3306696

Oct 01, 2024 to Sep 30, 2025 • Filed on Dec 02, 2025

Organization ProfileN/A
55 Grasso Plaza 28836St Louis, MO 63123

(314) 932-4981

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.01x

Higher debt load relative to revenue than 13% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$115,139

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 55.4% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

36th percentile

0.5%

Faster asset growth than 36% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

24%

Faster revenue growth than 78% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$8,783,352

Up $42,251 (+0.5%) from 2024

Net Assets

Up

$8,781,655

Up $42,933 (+0.5%) from 2024

Liabilities

Down

$1,697

Down $682 (-29%) from 2024

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin77th percentile

Revenue

Up

$207,971

Up $40,346 (+24%) from 2024

Expenses

Up

$165,038

Up $17,032 (+12%) from 2024

Net Income

Up

$42,933

Up $23,314 (+119%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$10M$5.0M$0Assets 2012: $5,311,059Liabilities 2012: $457,303Net Assets 2012: $4,853,7562012Assets 2013: $5,267,260Liabilities 2013: $106,864Net Assets 2013: $5,160,3962013Assets 2014: $5,770,772Liabilities 2014: $89,225Net Assets 2014: $5,681,5472014Assets 2015: $5,822,869Liabilities 2015: $109,360Net Assets 2015: $5,713,5092015Assets 2016: $6,039,733Liabilities 2016: $145,300Net Assets 2016: $5,894,4332016Assets 2017: $6,106,620Liabilities 2017: $145,300Net Assets 2017: $5,961,3202017Assets 2018: $6,135,230Liabilities 2018: $145,300Net Assets 2018: $5,989,9302018Assets 2019: $8,743,750Liabilities 2019: $1,100Net Assets 2019: $8,742,6502019Assets 2020: $8,777,579Liabilities 2020: $2,334Net Assets 2020: $8,775,2452020Assets 2021: $8,852,889Liabilities 2021: $2,100Net Assets 2021: $8,850,7892021Assets 2022: $8,896,908Liabilities 2022: $1,100Net Assets 2022: $8,895,8082022Assets 2023: $8,727,991Liabilities 2023: $1,100Net Assets 2023: $8,726,8912023Assets 2024: $8,741,101Liabilities 2024: $2,379Net Assets 2024: $8,738,7222024Assets 2025: $8,783,352Liabilities 2025: $1,697Net Assets 2025: $8,781,6552025

Highlighted filing

2025

Assets$8,783,352
Liabilities$1,697
Net Assets$8,781,655
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2012: $633,1432012Expenses 2013: $712,1102013Revenue 2014: $718,293Expenses 2014: $198,567Net Income 2014: $519,7262014Revenue 2015: $192,919Expenses 2015: $181,381Net Income 2015: $11,5382015Revenue 2016: $347,734Expenses 2016: $166,810Net Income 2016: $180,9242016Revenue 2017: $155,091Expenses 2017: $127,760Net Income 2017: $27,3312017Revenue 2018: $143,354Expenses 2018: $117,380Net Income 2018: $25,9742018Revenue 2019: $2,890,817Expenses 2019: $138,097Net Income 2019: $2,752,7202019Revenue 2020: $170,377Expenses 2020: $137,782Net Income 2020: $32,5952020Revenue 2021: $209,995Expenses 2021: $134,451Net Income 2021: $75,5442021Revenue 2022: $184,797Expenses 2022: $139,778Net Income 2022: $45,0192022Revenue 2023: $204,121Expenses 2023: $153,963Net Income 2023: $50,1582023Revenue 2024: $167,625Expenses 2024: $148,006Net Income 2024: $19,6192024Revenue 2025: $207,971Expenses 2025: $165,038Net Income 2025: $42,9332025

Highlighted filing

2025

Revenue$207,971
Expenses$165,038
Net Income$42,933
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$443,085
Mission and Program Overview

Mission

The organization's primary purpose is to aid in the adjustment of the lives of persons who have transgressed.

To aid in the rehabilitation and adjustment in the lives of persons who have transgressed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,738,722$8,781,655▲ $42,933
Investments Program Related$4,019,942$4,019,942→ $0
Land, Buildings, and Equipment, Net$1,463,627$1,487,889▲ $24,262
Investments in Publicly Traded Securities$1,161,127$1,199,608▲ $38,481
Other Notes and Loans Receivable, Net$1,124,881--
Receivable From Disqualified Prsn-$1,094,029-
Cash and Non-Interest-Bearing Accounts$932,352$961,790▲ $29,438
Savings and Temporary Cash Investments$39,172$18,193▼ $20,979
Accounts Receivable-$1,901-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,741,101$8,783,352▲ $42,251
Liabilities
Accounts Payable and Accrued Expenses$1,279$1,697▲ $418
Other Liabilities$1,100$0▼ $1,100
Total Liabilities$2,379$1,697▼ $682
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,738,722$8,781,655▲ $42,933
Total Liabilities and Net Assets / Fund Balance$8,741,101$8,783,352▲ $42,251

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$4,019,942--
Buildings$873,647$744,647-
Other Land Buildings$442,414$101,511-
Land$158,745--
Equipment$13,083$112,747-
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Patrick FlatleyPresidentFT$115,139$115,139

Board Members and Trustees

NameTitle
Jason VilmerChairman
Ryan LiebmanDirector
Lauren GrassSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$155,200
Investment Income
$45,061
Other Revenue
$7,710
Change in Net Assets
$42,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$89,510--$89,510
Occupancy$20,700--$20,700
Fees for Service Investment Mgmnt Fees-$12,500-$12,500
All Other Expenses$10,823--$10,823
Fees for Services Accounting-$6,399-$6,399
Fees for Services Legal-$644-$644
Other Expenses$15,578$24-$24
Total Functional Expenses$136,611$28,427$0$165,038
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$1,094,029-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

Form 990, Part VI, Section B, Line 11B

“Copies of the final form 990 and schedules are provided to each board member prior to being filed with the irs. Board members are asked to review the return individually and to contact the return preparer, other board members, or executive officers with any questions or concerns.”

Form 990, Part VI, Section B, Line 12C

“Board of directors review and must approve all business dealings.”

Form 990, Part VI, Section B, Line 15

“Non-compensated board of directors review all compensation policies before any salary is set.”

Form 990, Part VI, Section C, Line 19

“All organization governing documents, conflict of interest policy, and financial statements are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Forward Assist Inc
EIN
45-3306696
Phone
3149324981
Address
55 GRASSO PLAZA 28836, ST LOUIS, MO 63123

Signing Officer

Name
Patrick Flatley
Title
President
Phone
3149565890
Signed
2025-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Flatley
Formed
2011
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Honkamp Pc
Address
12250 WEBER HILL RD SUITE 315, ST LOUIS, MO 63127
Preparer
John J Jabouri CPA
Phone
3148494999
Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01279
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01697
IRS990/AccountsReceivableGrp/EOYAmt01901
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO AID IN THE REHABILITATION AND ADJUSTMENT IN THE LIVES OF PERSONS WHO HAVE TRANSGRESSED.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt010823
IRS990/AllOtherExpensesGrp/TotalAmt010823
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERRI BALANCE
IRS990/BooksInCareOfDetail/PhoneNum03149565890
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt055 GRASSO PLAZA 28836
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063123
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0932352
IRS990/CashNonInterestBearingGrp/EOYAmt0961790
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt045061
IRS990/CYOtherExpensesAmt0165038
IRS990/CYOtherRevenueAmt07710
IRS990/CYProgramServiceRevenueAmt0155200
IRS990/CYRevenuesLessExpensesAmt042933
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0165038
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0207971
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt089510
IRS990/DepreciationDepletionGrp/TotalAmt089510
IRS990/Desc0OXFORD PROGRAM - HOLDING TITLE TO OR LEASING REAL ESTATE IN ORDER TO OPERATE REHABILITATION HOMES FOR THE BENEFIT OF PERSONS IN RECOVERY FROM DRUG AND ALCOHOL ADDICTION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0136611
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06399
IRS990/FeesForServicesAccountingGrp/TotalAmt06399
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0644
IRS990/FeesForServicesLegalGrp/TotalAmt0644
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt012500
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt33240
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON VILMER
IRS990/Form990PartVIISectionAGrp/PersonNm1LAUREN GRASS
IRS990/Form990PartVIISectionAGrp/PersonNm2RYAN LIEBMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICK FLATLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3111899
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-23439
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0211675
IRS990/GrossReceiptsAmt0443085
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt068500
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068500
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt04019942
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04019942
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01161127
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01199608
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0958905
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01463627
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01487889
IRS990/LandBldgEquipCostOrOtherBssAmt02446794
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0235114
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S PRIMARY PURPOSE IS TO AID IN THE ADJUSTMENT OF THE LIVES OF PERSONS WHO HAVE TRANSGRESSED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08738722
IRS990/NetAssetsOrFundBalancesEOYAmt08781655
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-23439
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-23439
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt020700
IRS990/OccupancyGrp/TotalAmt020700
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08860
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt124
IRS990/OtherExpensesGrp/ProgramServicesAmt015578
IRS990/OtherExpensesGrp/TotalAmt015578
IRS990/OtherExpensesGrp/TotalAmt18860
IRS990/OtherExpensesGrp/TotalAmt224
IRS990/OtherLiabilitiesGrp/BOYAmt01100
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07710
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07710
IRS990/OtherRevenueTotalAmt07710
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01124881
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICK FLATLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0155200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0155200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt032313
IRS990/PYOtherExpensesAmt0148006
IRS990/PYOtherRevenueAmt07711
IRS990/PYProgramServiceRevenueAmt0127601
IRS990/PYRevenuesLessExpensesAmt019619
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0148006
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0167625
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt01094029
IRS990/ReconcilationRevenueExpnssAmt042933
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0162910
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08738722
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08781655
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039172
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018193
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt045061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032313
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt056441
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt033997
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04936
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0172748
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0155200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0127601
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0144455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0150800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0145675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0723731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032313
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt056441
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt033997
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04936
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0172748
IRS990ScheduleA/InvestmentIncomeCYPct00.18880
IRS990ScheduleA/InvestmentIncomePYPct00.19200
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07710
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07711
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03225
IRS990ScheduleA/OtherIncome509Grp/TotalAmt018646
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79090
IRS990ScheduleA/PublicSupportPY509Pct00.79560
IRS990ScheduleA/PublicSupportTotal509Amt0723731
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0155200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0144455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0145675
IRS990ScheduleA/Total509Grp/TotalAmt0723731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0207971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0167625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0204121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0184797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0150611
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0915125
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0873647
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0744647
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01618294
IRS990ScheduleD/EquipmentGrp/BookValueAmt013083
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0112747
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0125830
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt04019942
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT IN FORWARD INVEST, LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0158745
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0158745
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0442414
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0101511
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0543925
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01487889
IRS990ScheduleD/TotalBookValueProgramRltdAmt04019942
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt01094029
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0FORWARD INVEST LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO CONSOLIDATE YEARS OF INTERCOMPANY TRANSACTIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01187890
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PARENT-SUBSIDIARY RELATIONSHIP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt01094029
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF THE FINAL FORM 990 AND SCHEDULES ARE PROVIDED TO EACH BOARD MEMBER PRIOR TO BEING FILED WITH THE IRS. BOARD MEMBERS ARE ASKED TO REVIEW THE RETURN INDIVIDUALLY AND TO CONTACT THE RETURN PREPARER, OTHER BOARD MEMBERS, OR EXECUTIVE OFFICERS WITH ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS REVIEW AND MUST APPROVE ALL BUSINESS DEALINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NON-COMPENSATED BOARD OF DIRECTORS REVIEW ALL COMPENSATION POLICIES BEFORE ANY SALARY IS SET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0FORWARD ASSIST INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0453324507
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PURCHASING, RENTING, & SELLING REAL ESTATE, MORTGAGE & NON-MORTGAGE LENDING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0FORWARD INVEST LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt05521391
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0469323
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 28836
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ST LOUIS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd063123
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd01
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt030852
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt122192
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2115139
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CHANGE IN PREVIOUS BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2BOARD APPROVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FORWARD INVEST LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1FORWARD INVEST LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2FORWARD INVEST LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1A
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08741101
IRS990/TotalAssetsEOYAmt08783352
IRS990/TotalAssetsGrp/BOYAmt08741101
IRS990/TotalAssetsGrp/EOYAmt08783352
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028427
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0136611
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165038
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02379
IRS990/TotalLiabilitiesEOYAmt01697
IRS990/TotalLiabilitiesGrp/BOYAmt02379
IRS990/TotalLiabilitiesGrp/EOYAmt01697
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08738722
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08781655
IRS990/TotalOtherCompensationAmt03240
IRS990/TotalProgramServiceExpensesAmt0136611
IRS990/TotalProgramServiceRevenueAmt0155200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0162910
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207971
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08741101
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08783352
IRS990/TotReportableCompRltdOrgAmt0111899
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt055 GRASSO PLAZA 28836
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063123
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK FLATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03149565890
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORWARD ASSIST INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,783,352
Liabilities
$1,697
Net assets
$8,781,655
Revenue
$207,971
Expenses
$165,038
Net income
$42,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.21$0.17$0.04
2024Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.17$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.20$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.18$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.21$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.17$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$2.89$0.14$2.75
2018Detailed filing. Detailed filing data is available for this year.$6.14$0.15$5.99$0.14$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.11$0.15$5.96$0.16$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$6.04$0.15$5.89$0.35$0.17$0.18
2015Detailed filing. Detailed filing data is available for this year.$5.82$0.11$5.71$0.19$0.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.77$0.09$5.68$0.72$0.20$0.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.11$5.16$0.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.31$0.46$4.85$0.63