Civic Intelligence

The Forward Fund Inc

990 • Fiscal year 2018 • EIN 45-4590140

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization ProfileN/A
125 Maiden LaneNew York, NY 10038

(212) 889-8200

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

2nd percentile

-97%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

62nd percentile

$301,994

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

5th percentile

-15%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

64%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$32,187,265

Down $5,581,458 (-15%) from 2017

Net Assets

Down

$32,180,466

Down $5,493,521 (-15%) from 2017

Liabilities

Down

$6,799

Down $87,937 (-93%) from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin2nd percentile

Revenue

Up

$2,268,078

Up $885,256 (+64%) from 2017

Expenses

Down

$4,476,860

Down $345,099 (-7.2%) from 2017

Net Income

Up

-$2,208,782

Up $1,230,355 (+36%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$60M$40M$20M$0Assets 2011: $1Liabilities 2011: $02011Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $44,683,436Liabilities 2015: $338,944Net Assets 2015: $44,344,4922015Assets 2016: $38,538,703Liabilities 2016: $28,891Net Assets 2016: $38,509,8122016Assets 2017: $37,768,723Liabilities 2017: $94,736Net Assets 2017: $37,673,9872017Assets 2018: $32,187,265Liabilities 2018: $6,799Net Assets 2018: $32,180,4662018Assets 2019: $33,369,751Liabilities 2019: $364,319Net Assets 2019: $33,005,4322019Assets 2020: $34,833,865Liabilities 2020: $614,277Net Assets 2020: $34,219,5882020Assets 2021: $35,008,082Liabilities 2021: $887,125Net Assets 2021: $34,120,9572021Assets 2022: $28,381,166Liabilities 2022: $1,193,131Net Assets 2022: $27,188,0352022Assets 2023: $27,923,676Liabilities 2023: $1,534,134Net Assets 2023: $26,389,5422023Assets 2024: $27,687,244Liabilities 2024: $1,945,393Net Assets 2024: $25,741,8512024

Highlighted filing

2018

Assets$32,187,265
Liabilities$6,799
Net Assets$32,180,466
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $916,853Expenses 2015: $6,278,801Net Income 2015: -$5,361,9482015Revenue 2016: -$184,007Expenses 2016: $7,426,338Net Income 2016: -$7,610,3452016Revenue 2017: $1,382,822Expenses 2017: $4,821,959Net Income 2017: -$3,439,1372017Revenue 2018: $2,268,078Expenses 2018: $4,476,860Net Income 2018: -$2,208,7822018Revenue 2019: $1,215,690Expenses 2019: $3,146,162Net Income 2019: -$1,930,4722019Revenue 2020: $3,030,017Expenses 2020: $2,247,771Net Income 2020: $782,2462020Revenue 2021: $1,711,141Expenses 2021: $2,201,961Net Income 2021: -$490,8202021Revenue 2022: $830,155Expenses 2022: $3,249,642Net Income 2022: -$2,419,4872022Revenue 2023: $961,330Expenses 2023: $3,198,828Net Income 2023: -$2,237,4982023Revenue 2024: $1,308,164Expenses 2024: $2,307,908Net Income 2024: -$999,7442024

Highlighted filing

2018

Revenue$2,268,078
Expenses$4,476,860
Net Income-$2,208,782
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$5,066,368
Mission and Program Overview

Mission

The mission of the forward fund, inc. Is to promote and strengthen jewish peoplehood, culture and heritage by supporting and benefiting the forward association inc.

Promote and strengthen jewish peoplehood, culture and heritage by supporting and benefiting the forward association inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,314,714$20,748,440▼ $5,566,274
Land, Buildings, and Equipment, Net$11,122,866$10,750,863▼ $372,003
Savings and Temporary Cash Investments-$362,782-
Cash and Non-Interest-Bearing Accounts$302,475--
Prepaid Expenses and Deferred Charges$28,668$57,883▲ $29,215
Total Assets$37,768,723$32,187,265▼ $5,581,458
Other Assets Total$0$267,297▲ $267,297
Liabilities
Other Liabilities$55,867$0▼ $55,867
Accounts Payable and Accrued Expenses$38,869$6,799▼ $32,070
Total Liabilities$94,736$6,799▼ $87,937
Net Assets / Fund Balance
Unrestricted Net Assets$37,673,987$32,180,466▼ $5,493,521
Total Net Assets Fund Balance$37,673,987$32,180,466▼ $5,493,521
Total Liabilities and Net Assets / Fund Balance$37,768,723$32,187,265▼ $5,581,458

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,750,863$3,480,354$14,231,217
Compensation and Service Providers
Top Officer Pay62nd percentile

Board Members and Trustees

NameTitle
Jacob MorowitzChair
Ellen GibbsInvestment Policy Comm Chair
Samuel NorichPresident
Alan SilbersteinVice-chair
Rachel FeddersenCEO & Publisher
Kathleen PeratisSecretary
Ron SernauTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,155,944
Other Revenue
$112,134
Change in Net Assets
$-2,208,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,908,620
Other Expenses$568,240
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,908,620--$3,908,620
Depreciation Depletion-$372,003-$372,003
Occupancy-$167,109-$167,109
Fees for Service Investment Mgmnt Fees-$29,128-$29,128
Total Functional Expenses$3,908,620$568,240$0$4,476,860
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Forward Association IncNew York, NY501 (c) (3)General Support$3,908,620
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
Audit committee
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Prior to submission with the irs the form 990 was provided to the board for review. Any questions that arose were discussed with management and was resolved prior to filing.”

Form 990, Part VI, Section C, Line 18

“The organization's documents and policies are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Forward Fund Inc
EIN
45-4590140
Phone
2128898200
Address
125 MAIDEN LANE, NEW YORK, NY 10038

Signing Officer

Name
Rachel Fishman Feddersen
Title
CEO and Publisher
Phone
2128898200
Signed
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Fishman Feddersen
Formed
2012
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
5
Employees
1
Volunteers
5

Preparer

Firm
Mazars USA Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020-0002
Preparer
Israel Tannenbaum
Phone
2128127000
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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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IRS990ScheduleI/RecipientTable/RecipientEIN0130623590
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0125 MAIDEN LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010038
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEW REPORTS PROVIDED BY THE FINANCE DEPARTMENT ON HOW THE FUNDS WERE USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt013370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0245750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt018282
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023818
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RACHEL FEDDERSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & PUBLISHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0301994
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO SUBMISSION WITH THE IRS THE FORM 990 WAS PROVIDED TO THE BOARD FOR REVIEW. ANY QUESTIONS THAT AROSE WERE DISCUSSED WITH MANAGEMENT AND WAS RESOLVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE FORWARD ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0130623590
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT JEWISH CULTURE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0125 MAIDEN LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010038
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt037768723
IRS990/TotalAssetsEOYAmt032187265
IRS990/TotalAssetsGrp/BOYAmt037768723
IRS990/TotalAssetsGrp/EOYAmt032187265
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0568240
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03908620
IRS990/TotalFunctionalExpensesGrp/TotalAmt04476860
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt094736
IRS990/TotalLiabilitiesEOYAmt06799
IRS990/TotalLiabilitiesGrp/BOYAmt094736
IRS990/TotalLiabilitiesGrp/EOYAmt06799
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037673987
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032180466
IRS990/TotalOtherCompensationAmt042100
IRS990/TotalProgramServiceExpensesAmt03908620
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02155944
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0112134
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02268078
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037768723
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032187265
IRS990/TotReportableCompRltdOrgAmt0259894
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt037673987
IRS990/UnrestrictedNetAssetsGrp/EOYAmt032180466
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0125 MAIDEN LANE
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010038
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL FISHMAN FEDDERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO AND PUBLISHER
ReturnHeader/BusinessOfficerGrp/PhoneNum02128898200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FORWARD FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0FORW
ReturnHeader/Filer/EIN0454590140
ReturnHeader/Filer/PhoneNum02128898200

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
$32,187,265
Liabilities
$6,799
Net assets
$32,180,466
Revenue
$2,268,078
Expenses
$4,476,860
Net income
-$2,208,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$27.7$1.95$25.7$1.31$2.31$1.00
2023Summary only. Only limited summary data is available for this year.$27.9$1.53$26.4$0.96$3.20$2.24
2022Summary only. Only limited summary data is available for this year.$28.4$1.19$27.2$0.83$3.25$2.42
2021Summary only. Only limited summary data is available for this year.$35.0$0.89$34.1$1.71$2.20$0.49
2020Summary only. Only limited summary data is available for this year.$34.8$0.61$34.2$3.03$2.25$0.78
2019Summary only. Only limited summary data is available for this year.$33.4$0.36$33.0$1.22$3.15$1.93
2018Detailed filing. Detailed filing data is available for this year.$32.2$0.01$32.2$2.27$4.48$2.21
2017Summary only. Only limited summary data is available for this year.$37.8$0.09$37.7$1.38$4.82$3.44
2016Summary only. Only limited summary data is available for this year.$38.5$0.03$38.5$0.18$7.43$7.61
2015Summary only. Only limited summary data is available for this year.$44.7$0.34$44.3$0.92$6.28$5.36
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $25M-$50M nonprofits