Civic Intelligence

Forward Justice Inc

990 • Fiscal year 2018 • EIN 81-2450800

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

400 West Main Street Suite 203Durham, NC 27713

(919) 323-3889

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$1,755,188

No earlier filing loaded for comparison.

Net Assets

$1,755,188

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$2,590,098

No earlier filing loaded for comparison.

Expenses

$976,002

No earlier filing loaded for comparison.

Net Income

$1,614,096

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2018: $1,755,188Liabilities 2018: $0Net Assets 2018: $1,755,1882018Assets 2019: $5,711,054Liabilities 2019: $637,096Net Assets 2019: $5,073,9582019Assets 2020: $3,434,220Liabilities 2020: $124,830Net Assets 2020: $3,309,3902020Assets 2021: $7,408,511Liabilities 2021: $188,920Net Assets 2021: $7,219,5912021Assets 2022: $9,093,457Liabilities 2022: $121,958Net Assets 2022: $8,971,4992022Assets 2023: $10,981,274Liabilities 2023: $574,596Net Assets 2023: $10,406,6782023Assets 2024: $14,255,036Liabilities 2024: $582,496Net Assets 2024: $13,672,5402024

Highlighted filing

2018

Assets$1,755,188
Liabilities$0
Net Assets$1,755,188

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2018: $2,590,098Expenses 2018: $976,002Net Income 2018: $1,614,0962018Revenue 2019: $5,468,703Expenses 2019: $3,586,505Net Income 2019: $1,882,1982019Revenue 2020: $4,585,533Expenses 2020: $6,350,101Net Income 2020: -$1,764,5682020Revenue 2021: $5,810,265Expenses 2021: $2,433,654Net Income 2021: $3,376,6112021Revenue 2022: $4,569,892Expenses 2022: $2,834,003Net Income 2022: $1,735,8892022Revenue 2023: $4,554,303Expenses 2023: $3,125,334Net Income 2023: $1,428,9692023Revenue 2024: $7,693,507Expenses 2024: $4,465,018Net Income 2024: $3,228,4892024

Highlighted filing

2018

Revenue$2,590,098
Expenses$976,002
Net Income$1,614,096
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$2,590,098
Mission and Program Overview

Mission

Forward justice is a nonpartisan law, policy and strategy center dedicated to advancing racial, social and economic justice in the us south.

Forward Justice is a nonpartisan law, policy, and strategy center dedicated to advancing racial, social, and economic justice in the US South

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$132,379$1,749,960▲ $1,617,581
Land, Buildings, and Equipment, Net$8,713$5,228▼ $3,485
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$141,092$1,755,188▲ $1,614,096
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$141,092$1,755,188▲ $1,614,096
Total Net Assets Fund Balance$141,092$1,755,188▲ $1,614,096
Total Liabilities and Net Assets / Fund Balance$141,092$1,755,188▲ $1,614,096

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,228$5,663$10,891
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daryl AtkinsonCo-DirectorFT$83,790$83,790
Caitlin SwainCo-DirectorFT$75,021$75,021

Board Members and Trustees

NameTitle
Norris HendersonChairman
James ColemanSecretary
Jamie ColeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,549,150
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$40,948
All Other Contributions
$2,549,150
Change in Net Assets
$1,614,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$543,683
Other Expenses$432,319
Total Fundraising Expense$27,758
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$167,391$99,416$15,747$282,554
Current Officers, Directors, Trustees, and Key Employees$113,745$67,555$10,700$192,000
Travel$48,374$30,621-$78,995
All Other Expenses$5,650$43,638-$49,288
Payroll Taxes$6,808$31,343$272$38,423
Other Employee Benefits$20,760$9,595$351$30,706
Fees for Services Legal$7,500$7,732-$15,232
Office Expenses$61$13,723-$13,784
Other Expenses$445$9,219$514$9,664
Fees for Services Accounting-$5,440-$5,440
Fees for Services Other$503$4,855-$5,358
Insurance-$4,447-$4,447
Depreciation Depletion$2,265$1,046$174$3,485
Total Functional Expenses$430,667$517,577$27,758$976,002
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

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
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, Line 11B: Form 990 Review Process

The organization will review Form 990, once prepared by authorized certified public accountants.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

At the beginning of each operating year the officers and directors meet to discuss operating procedures. During this meeting the officers and directors disclose any conflicts of interests if any exists. Once disclosed the officers and directors are asked to formally document disclosures using a standard declaration form. Respecting officers and directors sign document and information is kept on file for operating year.

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

Compensation was established by evaluating national,regional, and state compensation guides, evaluating similar size organizations. Recommendations were put forth by management officials and executive directors, and were voted on by governing body.

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

Compensation was established by evaluating national,regional, and state compensation guides, evaluating similar size organizations. Recommendations were put forth by management officials and executive directors, and were voted on by governing body.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Forward Justice
EIN
81-2450800
Phone
9193233889
Address
400 West Main Street Suite 203, Durham, NC 27713

Signing Officer

Name
Caitlin Swain
Title
Co-Director
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caitlin Swain
Formed
2016
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
11

Preparer

Firm
Thomas & Gibbs Cpas Pllc
Address
6114 FAYETTEVILLE RD STE 101, DURHAM, NC 27713-6284
Preparer
Kenneth D Gibbs
Phone
9195440555
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

State Reentry Council CollaborativeForward Justice provided logistical, policy and strategic support to the North Carolina State Reentry Council charged with developing the Reentry Action Plan to facilitate a better transition from incarceration or community supervision back into society by coordinating existing resources, identifying resource gaps, and advocating on behalf of individuals with criminal records. The Poor Peoples Campaign Legal NetworkForward Justice developed and coordinated a network of independent attorneys, barred in their respective states, to ensure ongoing legal support before, during, and after phases of Moral Direct Action for The Poor Peoples Campaign: A National Call for Moral Revival. The aim to build a broad and deep national moral movement that is rooted in the leadership of poor people and that reflects the great moral teachings of many different faith traditions in order to unite our country from the bottom up in the quest for a just societyFICPFMForward Justice is committed to intensive work in support of the Formerly Incarcerated and Convicted People and Families movement (FICPFM). In partnership with FICPFM, Forward Justice has assisted in the launch of an inaugural campaign designed to (1) consolidate and interconnect political power, (2) organize and mobilize for policy change, and (3) shift American culture towards inclusive language regarding people and families with criminal records.Transformative Justice LeagueForward Justice partnered with organizations to launch the Transformative Justice League, a network of leaders striving to change the narrative around the relationship of directly impacted and formerly incarcerated community members and elected officials, and is committed to ensuring these policy commitments are fulfilled, thus changing the culture of the legal system in Durham, NC

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Transformative Justice LeagueForward Justice partnered with organizations to launch the Transformative Justice League, a network of leaders striving to change the narrative around the relationship of directly impacted and formerly incarcerated community members and elected officials, and is committed to ensuring these policy commitments are fulfilled, thus changing the culture of the legal system in Durham, NC

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IRS990/ProgSrvcAccomActy3Grp/Desc0Transformative Justice LeagueForward Justice partnered with organizations to launch the Transformative Justice League, a network of leaders striving to change the narrative around the relationship of directly impacted and formerly incarcerated community members and elected officials, and is committed to ensuring these policy commitments are fulfilled, thus changing the culture of the legal system in Durham, NC
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0State Reentry Council CollaborativeForward Justice provided logistical, policy and strategic support to the North Carolina State Reentry Council charged with developing the Reentry Action Plan to facilitate a better transition from incarceration or community supervision back into society by coordinating existing resources, identifying resource gaps, and advocating on behalf of individuals with criminal records. The Poor Peoples Campaign Legal NetworkForward Justice developed and coordinated a network of independent attorneys, barred in their respective states, to ensure ongoing legal support before, during, and after phases of Moral Direct Action for The Poor Peoples Campaign: A National Call for Moral Revival. The aim to build a broad and deep national moral movement that is rooted in the leadership of poor people and that reflects the great moral teachings of many different faith traditions in order to unite our country from the bottom up in the quest for a just societyFICPFMForward Justice is committed to intensive work in support of the Formerly Incarcerated and Convicted People and Families movement (FICPFM). In partnership with FICPFM, Forward Justice has assisted in the launch of an inaugural campaign designed to (1) consolidate and interconnect political power, (2) organize and mobilize for policy change, and (3) shift American culture towards inclusive language regarding people and families with criminal records.Transformative Justice LeagueForward Justice partnered with organizations to launch the Transformative Justice League, a network of leaders striving to change the narrative around the relationship of directly impacted and formerly incarcerated community members and elected officials, and is committed to ensuring these policy commitments are fulfilled, thus changing the culture of the legal system in Durham, NC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER PROGRAM SERVICES 4: Transformative Justice LeagueForward Justice partnered with organizations to launch the Transformative Justice League, a network of leaders striving to change the narrative around the relationship of directly impacted and formerly incarcerated community members and elected officials, and is committed to ensuring these policy commitments are fulfilled, thus changing the culture of the legal system in Durham, NC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization will review Form 990, once prepared by authorized certified public accountants.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3At the beginning of each operating year the officers and directors meet to discuss operating procedures. During this meeting the officers and directors disclose any conflicts of interests if any exists. Once disclosed the officers and directors are asked to formally document disclosures using a standard declaration form. Respecting officers and directors sign document and information is kept on file for operating year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation was established by evaluating national,regional, and state compensation guides, evaluating similar size organizations. Recommendations were put forth by management officials and executive directors, and were voted on by governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation was established by evaluating national,regional, and state compensation guides, evaluating similar size organizations. Recommendations were put forth by management officials and executive directors, and were voted on by governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2: New Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/USAddress/AddressLine1Txt0400 West Main St Suite 203
IRS990/USAddress/CityNm0Durham
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Caitlin Swain
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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