Civic Intelligence

Forward Justice Inc

990 • Fiscal year 2023 • EIN 81-2450800

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 16, 2024

1 Copley Parkway Suite 302Morrisville, NC 27560

(919) 323-3889

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$10,981,274

Up $1,887,817 (+21%) from 2022

Net Assets

Up

$10,406,678

Up $1,435,179 (+16%) from 2022

Liabilities

Up

$574,596

Up $452,638 (+371%) from 2022

Revenue And Expenses

Revenue

Down

$4,554,303

Down $15,589 (-0.3%) from 2022

Expenses

Up

$3,125,334

Up $291,331 (+10%) from 2022

Net Income

Down

$1,428,969

Down $306,920 (-18%) from 2022

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

2023

Assets$10,981,274
Liabilities$574,596
Net Assets$10,406,678

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

2023

Revenue$4,554,303
Expenses$3,125,334
Net Income$1,428,969
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 16, 2024
Return Version
2023v5.1
Gross Receipts
$4,554,303
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,885,941$6,626,831▼ $259,110
Pledges and Grants Receivable$2,102,000$2,675,000▲ $573,000
Savings and Temporary Cash Investments$0$1,101,165▲ $1,101,165
Intangible Assets$0$466,254▲ $466,254
Land, Buildings, and Equipment, Net$28,670$57,610▲ $28,940
Accounts Receivable$26,712$35,215▲ $8,503
Investments in Publicly Traded Securities$12,294$12,295▲ $1
Prepaid Expenses and Deferred Charges$23,815$5,137▼ $18,678
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$9,093,457$10,981,274▲ $1,887,817
Other Assets Total$14,025$1,767▼ $12,258
Liabilities
Accounts Payable and Accrued Expenses$121,958$574,596▲ $452,638
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$121,958$574,596▲ $452,638
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,123,921$5,687,442▲ $563,521
Net Assets With Donor Restrictions$3,847,578$4,719,236▲ $871,658
Total Net Assets Fund Balance$8,971,499$10,406,678▲ $1,435,179
Total Liabilities and Net Assets / Fund Balance$9,093,457$10,981,274▲ $1,887,817

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,367$48,236$82,602
Other Land Buildings$23,243$3,806$27,048
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daryl AtkinsonCo-DirectorFT$152,089$77,136$152,089
Caitlin SwainCo-DirectorFT$145,566$77,060$145,566
Dr Ashley MarshallSenior Director of Sustainability EmergenceFT$112,264$77,054$112,264

Board Members and Trustees

NameTitle
Jamie ColeChairwoman
Attica ScottOfficer
Roxanne SaucierOfficer
James ColemanSecretary
Norris HendersonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Commonwealth Commercial Partners LLCMain Office RentPO Boxx 71150, Richmond, VA 23255$144,457
Revenue and Support

Revenue Composition

Contributions and Grants
$2,829,864
Program Service Revenue
$1,564,430
Investment Income
$70
Other Revenue
$159,939
All Other Contributions
$2,829,864
Change in Net Assets
$1,428,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,050,323
Other Expenses$1,075,011
Total Fundraising Expense$427,746
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,107,969$287,728$280,363$1,676,060
Occupancy$132,021$42,107$22,162$196,290
Other Employee Benefits$127,676$36,249$30,015$193,940
Travel$138,608$40,741$6,966$186,315
Payroll Taxes$87,883$22,963$22,080$132,925
Fees for Services Other$31,973$61,665$4,171$97,808
Conferences and Meetings$67,789$1,860$22,729$92,379
Office Expenses$19,329$46,362$4,235$69,927
Information Technology$47,196$7,157$3,180$57,534
Pension Plan Contributions$32,112$7,239$8,047$47,398
Depreciation Depletion$10,523$3,356$1,766$15,645
Fees for Services Accounting$0$15,500$0$15,500
Advertising$14,365$0$0$14,365
Fees for Services Legal$5,345$7,205$0$12,550
Insurance$0$7,821$0$7,821
Other Expenses$0$2,894$0$2,894
Payments to Affiliates$0$713$0$713
Total Functional Expenses$2,080,849$616,739$427,746$3,125,334
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,877
Fundraising Direct Expenses$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Year End Gala$3,087,735$3,087,735$2,055,486$1,032,249
Event 2$0$0$0$0
Total Events$3,087,735$3,087,735$3,210,736$-123,001
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
Kimaya DavisDaughterEmployee PayrollNo$49,370
Erin SwainSisterContractorNo$15,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $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 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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

Part VI, Line 15

The nc nonprofit salary guide & nationnal salary compensation guide to determine the salary levels and any changes to co-directors salaries are brought before the board and deliberated and voted on

Part VI Line 11

| Explanation:| NO REVIEW WAS OR WILL BE CONDUCTED

Part VI Line 12

| Explanation:| 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 INTEREST IF ANY EXIST. ONCE DISCLOSED THE OFFICERS AND DIRECTORS ARE ASKED TO FORMALLY DOCUMENT DISCLOSURES USING A STANDARD DECLARATION FORM.

Part VI Line 15

| Explanation:| THE NC NONPROFIT SALARY GUIDE & NATIONAL SALARY COMPENSATION GUIDE TO DETERMINE SALARY LEVELS AND ANY CHANGES TO CO-DIRECTORS SALARIES ARE BROUGHT BEFORETHE BOARD AND DELIBERATED AND VOTED ON

Part VI Line 18

| Explanation:| GUIDESTAR

Part VI Line 19

| Explanation:| NO DOCUMENTS AVAILABLE TO THE PUBLIC

Filing and Contact Details

Filer

Filer Name
Forward Justice
EIN
81-2450800
In Care Of
% CAITLIN SWAIN
Phone
9193233889
Address
1 COPLEY PARKWAY SUITE 302, MORRISVILLE, NC 27560

Signing Officer

Name
Caitlin Swain
Title
Co-director
Signed
2024-11-16

Organization Details

Principal Officer
Caitlin Swain
Formed
2016
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
28
Volunteers
25
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IRS990/Desc0In 2023 despite incessant state-sanctioned attempts to restrict our freedoms and destroy our democracy we moved forward in our advocacy. Our legal team gave historic arguments in front of the North Carolina Supreme Court to protect the voting rights of over 56,000 North Carolinians with prior felony convictions. Nationally we actively expanded the practice of movement lawyering as we proudly served as legal counsel for community groups in the ongoing water crisis in Jackson Mississippi. Through this resistance Forward Justice and our movement partners centered the leadership of those who are directly impacted and together we pursued justice for all
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