Civic Intelligence

Family Forward Action Fund

990 • Fiscal year 2016 • EIN 80-0697682

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

PO Box 15146Portland, OR 97293

(503) 928-6789

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.11x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$60,040

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

93rd percentile

62%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

118%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$208,756

Up $79,548 (+62%) from 2015

Net Assets

Up

$163,241

Up $63,921 (+64%) from 2015

Liabilities

Up

$45,515

Up $15,627 (+52%) from 2015

Revenue

Up

$421,614

Up $228,459 (+118%) from 2015

Expenses

Up

$357,693

Up $248,392 (+227%) from 2015

Net Income

Down

$63,921

Down $19,933 (-24%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $52,482Liabilities 2012: $27,8452012Assets 2013: $21,574Liabilities 2013: $5,1302013Assets 2014: $17,342Liabilities 2014: $1,876Net Assets 2014: $15,4662014Assets 2015: $129,208Liabilities 2015: $29,888Net Assets 2015: $99,3202015Assets 2016: $208,756Liabilities 2016: $45,515Net Assets 2016: $163,2412016Assets 2017: $126,392Liabilities 2017: $50,902Net Assets 2017: $75,4902017Assets 2018: $146,611Liabilities 2018: $69,739Net Assets 2018: $76,8722018Assets 2019: $121,293Liabilities 2019: $65,623Net Assets 2019: $55,6702019Assets 2020: $252,033Liabilities 2020: $53,934Net Assets 2020: $198,0992020Assets 2021: $437,426Liabilities 2021: $93,289Net Assets 2021: $344,1372021Assets 2022: $549,155Liabilities 2022: $103,814Net Assets 2022: $445,3412022Assets 2023: $479,720Liabilities 2023: $101,670Net Assets 2023: $378,0502023Assets 2024: $889,746Liabilities 2024: $20,065Net Assets 2024: $869,6812024

Highlighted filing

2016

Assets$208,756
Liabilities$45,515
Net Assets$163,241

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $111,020Expenses 2012: $96,392Net Income 2012: $14,6282012Revenue 2013: $110,192Expenses 2013: $113,667Net Income 2013: -$3,4752013Revenue 2014: $168,339Expenses 2014: $169,215Net Income 2014: -$8762014Revenue 2015: $193,155Expenses 2015: $109,301Net Income 2015: $83,8542015Revenue 2016: $421,614Expenses 2016: $357,693Net Income 2016: $63,9212016Revenue 2017: $247,107Expenses 2017: $334,858Net Income 2017: -$87,7512017Revenue 2018: $183,174Expenses 2018: $181,792Net Income 2018: $1,3822018Revenue 2019: $196,512Expenses 2019: $217,714Net Income 2019: -$21,2022019Revenue 2020: $310,659Expenses 2020: $168,230Net Income 2020: $142,4292020Revenue 2021: $431,236Expenses 2021: $285,198Net Income 2021: $146,0382021Revenue 2022: $631,100Expenses 2022: $529,896Net Income 2022: $101,2042022Revenue 2023: $329,802Expenses 2023: $397,094Net Income 2023: -$67,2922023Revenue 2024: $900,523Expenses 2024: $408,892Net Income 2024: $491,6312024

Highlighted filing

2016

Revenue$421,614
Expenses$357,693
Net Income$63,921
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$428,496
Mission and Program Overview

Mission

Family Forward Action Fund is building effective grassroots power to pass public policies that ensure economic security for women and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,767$172,846▲ $85,079
Accounts Receivable$28,822$20,192▼ $8,630
Prepaid Expenses and Deferred Charges$12,619$15,718▲ $3,099
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$129,208$208,756▲ $79,548
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$29,576$45,515▲ $15,939
Deferred Revenue$312--
Total Liabilities$29,888$45,515▲ $15,627
Net Assets / Fund Balance
Unrestricted Net Assets$46,724$93,203▲ $46,479
Temporarily Rstr Net Assets$52,596$70,038▲ $17,442
Total Net Assets Fund Balance$99,320$163,241▲ $63,921
Total Liabilities and Net Assets / Fund Balance$129,208$208,756▲ $79,548
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea PalusoExecutive DirectorPT$11,419$48,621$60,040
Sharon BernsteinDeputy DirectorPT$12,754$28,536$41,290

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$416,274
Program Service Revenue
$0
Investment Income
$435
Other Revenue
$4,905
All Other Contributions
$411,574
Change in Net Assets
$63,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,782
Grants and Similar Amounts Paid$123,534
Salaries, Compensation, and Employee Benefits$93,377
Total Fundraising Expense$28,518
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$123,534--$123,534
Fees for Services Other$96,348$22$10,373$106,743
Other Salaries and Wages$41,314$10,180$4,897$56,391
Current Officers, Directors, Trustees, and Key Employees$8,335$8,220$7,618$24,173
Fees for Services Accounting$900$10,500-$11,400
Payroll Taxes$4,522$1,931$1,149$7,602
Other Employee Benefits$3,126$1,191$894$5,211
Occupancy$3,547$985$651$5,183
Information Technology$1,843$746$555$3,144
All Other Expenses$1,714$324$212$2,250
Interest-$267$1,420$1,687
Other Expenses$1,199$222$245$1,666
Insurance$537$198$143$878
Travel$623-$6$629
Fees for Services Legal$336$208-$544
Advertising$416$4$9$429
Total Functional Expenses$292,202$36,973$28,518$357,693
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Forward OregonPortland, OR501c3Program support$123,479
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,787
Fundraising Direct Expenses$6,882
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run Mama Run$16,487$11,787$5,572$6,215
Total Events$16,487$11,787$6,882$4,905
Political and Lobbying Activity
Political campaign activity
Yes
Lobbying activity
No
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$9,899
Section 527 Activity Spending$9,899
Total Exempt Function Spending$9,899
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Nancy DavisFormer BoardConsultingNo$10,370

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
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, Line 11B: Form 990 Review Process

A full copy of the 990 draft is circulated to the board of directors before filing.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation for executive level staff is determined by the board of directors as part of the regular annual budgeting process. Compensation is based on available community surveys and/or known compensations rates of similarly situated organizations.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation for officers and key employees is determined by the board of directors as part of the regular annual budgeting process. Compensation is based on available community surveys and/or known compensations rates of similarly situated organizations.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, public copies of organizational policies, and public copies of financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Family Forward Action Fund
EIN
80-0697682
Phone
5039286789
Address
PO Box 15146, Portland, OR 97293

Signing Officer

Name
Sharon Bernstein
Title
Deputy Director
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Paluso
Formed
2011
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
9
Volunteers
40

Preparer

Firm
Jack Mesplay & Associates
Address
333 SE 2nd Ave, Portland, OR 97214
Preparer
Jack Mesplay
Phone
5034898195
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