Civic Intelligence

Forst Family Foundation

990PF • Fiscal year 2020 • EIN 47-3721501

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

71%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$619,982

Up $31 (+0.0%) from 2019

Net Assets

Up

$619,982

Up $31 (+0.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin40th percentile

Revenue

Up

$98,439

Up $41,024 (+71%) from 2019

Expenses

Up

$98,408

Up $54,683 (+125%) from 2019

Net Income

Down

$31

Down $13,659 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2015: $27,787Liabilities 2015: $02015Assets 2016: $204,766Liabilities 2016: $0Net Assets 2016: $204,7662016Assets 2017: $528,724Liabilities 2017: $0Net Assets 2017: $528,7242017Assets 2018: $606,261Liabilities 2018: $0Net Assets 2018: $606,2612018Assets 2019: $619,951Liabilities 2019: $0Net Assets 2019: $619,9512019Assets 2020: $619,982Liabilities 2020: $0Net Assets 2020: $619,9822020Assets 2021: $597,553Liabilities 2021: $0Net Assets 2021: $597,5532021Assets 2022: $566,921Liabilities 2022: $0Net Assets 2022: $566,9212022Assets 2023: $446,583Liabilities 2023: $0Net Assets 2023: $446,5832023Assets 2024: $422,108Liabilities 2024: $0Net Assets 2024: $422,1082024

Highlighted filing

2020

Assets$619,982
Liabilities$0
Net Assets$619,982
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$400K$200K$0-$200KRevenue 2015: $35,009Expenses 2015: $7,222Net Income 2015: $27,7872015Revenue 2016: $206,519Expenses 2016: $29,540Net Income 2016: $176,9792016Revenue 2017: $376,659Expenses 2017: $52,701Net Income 2017: $323,9582017Revenue 2018: $128,477Expenses 2018: $50,940Net Income 2018: $77,5372018Revenue 2019: $57,415Expenses 2019: $43,725Net Income 2019: $13,6902019Revenue 2020: $98,439Expenses 2020: $98,408Net Income 2020: $312020Revenue 2021: $41,278Expenses 2021: $63,707Net Income 2021: -$22,4292021Revenue 2022: $24,602Expenses 2022: $55,234Net Income 2022: -$30,6322022Revenue 2023: -$9,822Expenses 2023: $110,516Net Income 2023: -$120,3382023Revenue 2024: $16,404Expenses 2024: $40,879Net Income 2024: -$24,4752024

Highlighted filing

2020

Revenue$98,439
Expenses$98,408
Net Income$31
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie ForstDir, Sec-$0--
Tracy J ForstPres, Dir, Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFIGeneral & UnrestrictedPCSHORT HILLS, NJ, US$50,000
Paid GrantTHE CHANDA PLAN FOUNDATIONGeneral & UnrestrictedPCLAKEWOOD, CO, US$15,000
Paid GrantLAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INCGeneral & UnrestrictedPCCARMEL, IN, US$10,000
Paid GrantARRUPE JESUIT HIGH SCHOOLGeneral & UnrestrictedPCDENVER, CO, US$5,000
Paid GrantCRAIG HOSPITAL FOUNDATIONGeneral & UnrestrictedSO IENGLEWOOD, CO, US$2,500
Paid GrantRAY OF HOPE CANCER FOUNDATIONGeneral & UnrestrictedPCDENVER, CO, US$2,000
Filing and Contact Details

Filer

Filer Name
Forst Family Foundation
EIN
47-3721501
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Tracy Forst
Title
President
Phone
8008391754
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix328 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stephanie Forst
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tracy J Forst
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Pres, Dir, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARRUPE JESUIT HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CRAIG HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4RAY OF HOPE CANCER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE CHANDA PLAN FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SO I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04343 UTICA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1636 MORRIS TPKE STE 3A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23425 S CLARKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311711 N PENNSYLVANIA ST NO 25
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41385 S COLORADO BLVD BLDG A NO 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51630 CARR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHORT HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ENGLEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CARMEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd346032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580214
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029962
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029962
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06995
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06995
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0141397
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt061737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022837
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091699
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt061737
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0148392
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086655
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Forst Tracy J
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt018 Sand Cherry
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Littleton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080127
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp BACELINE HIGH YIELD IN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07174
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15523
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss BACELINE HIGH YIELD INC FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06735
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt013678
TaxesSchedule/TaxesDetail/Amt01186
TaxesSchedule/TaxesDetail/CategoryTxt0990-T Extension for 2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY FORST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Forst Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FORS
ReturnHeader/Filer/EIN0473721501
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-11-12T08:51:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORST
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$619,982
Liabilities
$0
Net assets
$619,982
Revenue
$98,439
Expenses
$98,408
Net income
$31
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.16$0.41$0.24
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.10$1.11$1.20
2022Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.25$0.55$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.41$0.64$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.98$0.98$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.57$0.44$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$1.28$0.51$0.78
2017Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$3.77$0.53$3.24
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$2.07$0.30$1.77
2015Summary only. Only limited summary data is available for this year.$0.28$0.00$0.35$0.07$0.28