Civic Intelligence

Foundation Forward Inc

EIN 46-3641483 • 501(c)3 • Valdese, NC

Profile

Our founding fathers penned the declaration of independence, the united states constitution and the bill of rights. These documents have secured the freedom and rights of the american people. These three documents are known as your charters of freedom. Foundation forward, inc. Is an educational project building your charters of freedom monuments in communities across the country. Our passion is to provide easy access for all to these founding documents. Our vision is to provide this access and education in all communities in the united states of america. Our goal is to educate and preserve american history.

227 Main Street WestValdese, NC 28690

chartersoffreedom.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

45%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,106,908

Up $2,517,997 (+45%) from 2023

Liabilities

Up

$16,303

Up $2,645 (+19%) from 2023

Net Assets

Up

$8,090,605

Up $2,515,352 (+45%) from 2023

Revenue

Down

$4,389,628

Down $1,682,608 (-28%) from 2023

Expenses

Up

$1,874,276

Up $781,242 (+71%) from 2023

Net Income

Down

$2,515,352

Down $2,463,850 (-49%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0-$5.0MAssets 2014: $30,414Liabilities 2014: $28,200Net Assets 2014: $2,2142014Assets 2015: $88,147Liabilities 2015: $228,861Net Assets 2015: -$140,7142015Assets 2016: $48,419Liabilities 2016: $16,822Net Assets 2016: $31,5972016Assets 2017: $156,869Liabilities 2017: $14,399Net Assets 2017: $142,4702017Assets 2018: $113,696Liabilities 2018: $27,398Net Assets 2018: $86,2982018Assets 2019: $144,063Liabilities 2019: $4,355Net Assets 2019: $139,7082019Assets 2020: $241,745Liabilities 2020: $5,118Net Assets 2020: $236,6272020Assets 2021: $530,519Liabilities 2021: $21,250Net Assets 2021: $509,2692021Assets 2022: $602,716Liabilities 2022: $6,665Net Assets 2022: $596,0512022Assets 2023: $5,588,911Liabilities 2023: $13,658Net Assets 2023: $5,575,2532023Assets 2024: $8,106,908Liabilities 2024: $16,303Net Assets 2024: $8,090,6052024

Highlighted filing

2024

Assets$8,106,908
Liabilities$16,303
Net Assets$8,090,605

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $195,564Expenses 2014: $223,183Net Income 2014: -$27,6192014Revenue 2015: $247,992Expenses 2015: $390,920Net Income 2015: -$142,9282015Revenue 2016: $578,103Expenses 2016: $405,792Net Income 2016: $172,3112016Revenue 2017: $610,119Expenses 2017: $499,246Net Income 2017: $110,8732017Revenue 2018: $696,682Expenses 2018: $752,854Net Income 2018: -$56,1722018Revenue 2019: $907,155Expenses 2019: $853,745Net Income 2019: $53,4102019Revenue 2020: $993,464Expenses 2020: $896,545Net Income 2020: $96,9192020Revenue 2021: $1,121,178Expenses 2021: $848,536Net Income 2021: $272,6422021Revenue 2022: $1,015,629Expenses 2022: $928,847Net Income 2022: $86,7822022Revenue 2023: $6,072,236Expenses 2023: $1,093,034Net Income 2023: $4,979,2022023Revenue 2024: $4,389,628Expenses 2024: $1,874,276Net Income 2024: $2,515,3522024

Highlighted filing

2024

Revenue$4,389,628
Expenses$1,874,276
Net Income$2,515,352

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$9,169,573
Mission and Program Overview

Mission

Our founding fathers penned the declaration of independence, the united states constitution and the bill of rights. These documents have secured the freedom and rights of the american people. These three documents are known as your charters of freedom. Foundation forward, inc. Is an educational project building your charters of freedom monuments in communities across the country. Our passion is to provide easy access for all to these founding documents. Our vision is to provide this access and education in all communities in the united states of america. Our goal is to educate and preserve american history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,575,253$8,090,605▲ $2,515,352
Investments in Publicly Traded Securities$3,977,830$6,881,689▲ $2,903,859
Land, Buildings, and Equipment, Net$573,788$640,783▲ $66,995
Savings and Temporary Cash Investments$983,701$424,369▼ $559,332
Cash and Non-Interest-Bearing Accounts$48,595$155,560▲ $106,965
Intangible Assets$4,997$4,507▼ $490
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,588,911$8,106,908▲ $2,517,997
Liabilities
Accounts Payable and Accrued Expenses$13,658$16,303▲ $2,645
Total Liabilities$13,658$16,303▲ $2,645
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,575,253$8,090,605▲ $2,515,352
Total Liabilities and Net Assets / Fund Balance$5,588,911$8,106,908▲ $2,517,997

Asset Categories

AssetBook ValueDepreciationBasis
Land$479,160-$479,160
Equipment$83,935$92,785$176,720
Buildings$77,688$8,500$86,188
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Michael UnruhDirectorFT$80,000$80,000
Perry SniderVice-chairFT$75,000$75,000
Connie SniderSecretary/treasurerFT$60,000$60,000

Board Members and Trustees

NameTitle
Vance PattersonChairman
Brent DavenportDirector
Carl WhiteDirector
Kelly MessenheimerDirector
Troy DuckworthDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$4,101,770
Program Service Revenue
$0
Investment Income
$287,858
Other Revenue
$0
All Other Contributions
$3,601,770
Change in Net Assets
$2,515,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,095,415
Salaries, Compensation, and Employee Benefits$736,861
Total Fundraising Expense$128,120
Professional Fundraising Fees$42,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$608,372-$80,000$688,372
Fees for Services Lobbying$78,000--$78,000
Travel$54,554$13,639-$68,193
Fees for Service Investment Mgmnt Fees-$59,764-$59,764
Payroll Taxes$42,369-$6,120$48,489
Fees for Services Professional Fundraising--$42,000$42,000
Fees for Services Other$36,000--$36,000
Depreciation Depletion$29,430$492-$29,922
Occupancy-$25,678-$25,678
Insurance$22,331--$22,331
Office Expenses-$10,317-$10,317
Fees for Services Accounting-$10,000-$10,000
Fees for Services Legal$6,262--$6,262
Other Expenses$27,158$4,917-$4,917
All Other Expenses$44$4,268-$4,312
Advertising-$3,728-$3,728
Information Technology-$232-$232
Interest$59--$59
Total Functional Expenses$1,601,308$144,848$128,120$1,874,276
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$42,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Vance PattersonPresidentContributionsNo$3,424,309
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

There is a family relationship between board members perry snider and connie snider.

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

NO REVIEW CONDUCTED.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available when requested by calling the organization's office.

Filing and Contact Details

Filer

Filer Name
Foundation Forward Inc
EIN
46-3641483
Phone
8284756670
Address
227 MAIN STREET WEST, VALDESE, NC 28690

Signing Officer

Name
Vance M Patterson
Title
President
Phone
8284756670
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vance M Patterson
Formed
2013
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
4
Employees
12
Volunteers
0

Preparer

Firm
Davidson Holland Whitesell & Co Pllc
Address
PO BOX 1489, MORGANTON, NC 28680-1489
Preparer
Mark K Miller CPA Pfs Cfp
Phone
8284378060
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IRS990/PYSalariesCompEmpBnftPaidAmt0566111
IRS990/PYTotalExpensesAmt01093034
IRS990/PYTotalProfFndrsngExpnsAmt022360
IRS990/PYTotalRevenueAmt06072236
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02515352
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04101770
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05575253
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08090605
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0983701
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0424369
IRS990ScheduleA/FactsAndCircumstancesTestTxt0MORE THAN 10% OF FUNDS HAVE COME FROM PUBLIC SUPPORT AND FOUNDATION FORWARD CARRIES ON AN ONGOING PROGRAM TO RAISE FUNDS FROM THE PUBLIC. THE ORGANIZATION HIRED A PERSON DEDICATED TO ENHANCE FUNDRAISING FOR THE PROGRAM.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04101770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01055299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01015629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01121178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0993464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08287340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0287858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016937
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0304795
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16160
IRS990ScheduleA/PublicSupportPY170Pct00.15430
IRS990ScheduleA/PublicSupportTotal170Amt01388279
IRS990ScheduleA/SubstantialContributorsTotAmt06899061
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04101770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01055299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01015629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01121178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0993464
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08287340
IRS990ScheduleA/TotalSupportAmt08592135
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/DirectContactLegislatorsInd00
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesAmt078000
IRS990ScheduleC/OtherActivitiesInd01
IRS990ScheduleC/PaidStaffOrManagementInd00
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0PAYMENTS TO BYERS, HARRINGTON & HARRINGTON, LLC, A LOBBYING FIRM THAT HELPS US ACHIEVE OUR POLICY GOALS OF EDUCATION AND ACCESS TO AMERICA'S FOUNDING DOCUMENTS. THEY PROVIDE US WITH STRATEGIC SOLUTIONS TO HELP US ACHIEVE LEGISLATIVE AND REGULATORY SUCCESS TOWARDS OUR GOAL OF PRESERVING AMERICAN HISTORY.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II-B, LINE 1:
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IRS990ScheduleC/VolunteersInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt077688
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08500
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt086188
IRS990ScheduleD/EquipmentGrp/BookValueAmt083935
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092785
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0176720
IRS990ScheduleD/LandGrp/BookValueAmt0479160
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0479160
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0640783
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0VANCE PATTERSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03424309
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONTRIBUTIONS
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS A FAMILY RELATIONSHIP BETWEEN BOARD MEMBERS PERRY SNIDER AND CONNIE SNIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE WHEN REQUESTED BY CALLING THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt08106908
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IRS990/TotalAssetsGrp/EOYAmt08106908
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04101770
IRS990/TotalEmployeeCnt012
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0144848
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01601308
IRS990/TotalFunctionalExpensesGrp/TotalAmt01874276
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt016303
IRS990/TotalLiabilitiesGrp/BOYAmt013658
IRS990/TotalLiabilitiesGrp/EOYAmt016303
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05575253
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08090605
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01601308
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0287858
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04389628
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05588911
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08106908
IRS990/TotReportableCompRltdOrgAmt0215000
IRS990/TravelGrp/ManagementAndGeneralAmt013639
IRS990/TravelGrp/ProgramServicesAmt054554
IRS990/TravelGrp/TotalAmt068193
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0227 MAIN STREET WEST
IRS990/USAddress/CityNm0VALDESE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028690
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0CHARTERSOFFREEDOM.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VANCE M PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08284756670
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FORWARD INC

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