Civic Intelligence

Fwdus Education Fund Inc

EIN 82-0962378 • 501(c)3 • Washington, DC

Profile

FWD.US EDUCATION FUND EDUCATES THE PUBLIC ABOUT IMMIGRATION AND CRIMINAL JUSTICE POLICY AND REFORM.

PO Box 34506Washington, DC 20043

www.fwduseducationfund.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.93x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

1.36x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$515,833

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

90th percentile

67%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Assets

Up

$18,073,671

Up $5,004,659 (+38%) from 2022

Liabilities

Up

$16,771,395

Up $11,621,236 (+226%) from 2022

Net Assets

Down

$1,302,276

Down $6,616,577 (-84%) from 2022

Revenue

Up

$12,307,961

Up $7,879,332 (+178%) from 2022

Expenses

Down

$10,855,190

Down $8,577,373 (-44%) from 2022

Net Income

Up

$1,452,771

Up $16,456,705 (+110%) from 2022

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2017: $4,456,702Liabilities 2017: $988,388Net Assets 2017: $3,468,3142017Assets 2018: $16,553,080Liabilities 2018: $3,192,825Net Assets 2018: $13,360,2552018Assets 2019: $15,352,438Liabilities 2019: $4,954,094Net Assets 2019: $10,398,3442019Assets 2020: $13,763,443Liabilities 2020: $5,706,514Net Assets 2020: $8,056,9292020Assets 2021: $39,522,128Liabilities 2021: $4,736,376Net Assets 2021: $34,785,7522021Assets 2022: $13,069,012Liabilities 2022: $5,150,159Net Assets 2022: $7,918,8532022Assets 2024: $18,073,671Liabilities 2024: $16,771,395Net Assets 2024: $1,302,2762024

Highlighted filing

2024

Assets$18,073,671
Liabilities$16,771,395
Net Assets$1,302,276

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2017: $7,855,965Expenses 2017: $4,387,651Net Income 2017: $3,468,3142017Revenue 2018: $22,649,273Expenses 2018: $12,757,332Net Income 2018: $9,891,9412018Revenue 2019: $6,467,600Expenses 2019: $14,874,758Net Income 2019: -$8,407,1582019Revenue 2020: $9,439,294Expenses 2020: $14,268,287Net Income 2020: -$4,828,9932020Revenue 2021: $52,902,160Expenses 2021: $26,080,466Net Income 2021: $26,821,6942021Revenue 2022: $4,428,629Expenses 2022: $19,432,563Net Income 2022: -$15,003,9342022Revenue 2024: $12,307,961Expenses 2024: $10,855,190Net Income 2024: $1,452,7712024

Highlighted filing

2024

Revenue$12,307,961
Expenses$10,855,190
Net Income$1,452,771

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$12,307,961
Mission and Program Overview

Mission

Fwd.us education fund educates the public about immigration and criminal justice policy and reform.

Fwd.us education fund educates the public about immigration and criminal justice policy and reform. Fwd.us education fund convenes meetings at which interested members of the public can receive instruction and participate in discussions about immigration and criminal justice law and policy. Through fwd.us education fund's informed immigrant program it explains rights of immigrants and provides information about navigating government agencies with respect to those rights.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,775,202$7,347,504▼ $427,698
Savings and Temporary Cash Investments$4,177,621$5,509,607▲ $1,331,986
Accounts Receivable$2,398$1,925,845▲ $1,923,447
Pledges and Grants Receivable$950,000$1,750,000▲ $800,000
Cash and Non-Interest-Bearing Accounts$1,727,827$1,540,715▼ $187,112
Prepaid Expenses and Deferred Charges$16,320--
Total Assets$14,649,368$18,073,671▲ $3,424,303
Liabilities
Other Liabilities$14,602,424$13,050,309▼ $1,552,115
Accounts Payable and Accrued Expenses$477,491$3,131,086▲ $2,653,595
Grants Payable-$590,000-
Total Liabilities$15,079,915$16,771,395▲ $1,691,480
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,178,606$3,020,536▲ $1,841,930
Net Assets Without Donor Restrictions$-1,609,153$-1,718,260▼ $109,107
Total Net Assets Fund Balance$-430,547$1,302,276▲ $1,732,823
Total Liabilities and Net Assets / Fund Balance$14,649,368$18,073,671▲ $3,424,303
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd SchultePresidentPT$164,500$18,361$182,861
Zoe TownsExecutive Director & SecretaryPT$140,700$16,030$156,730
Rena Karefa-johnsonVP, of National InitiativesPT$113,701$13,401$127,102
Christopher CogerVP, Chief Digital OfficerPT$93,978$15,772$109,750
Tiffany LawrenceVP, Chief Hr OfficerPT$89,053$16,137$105,190
Juan PachonVice President of CommunicationsPT$83,904$6,233$90,137
Bina SurgeonCOO & TreasurerPT$79,473$9,497$88,970
Lorella PraeliDirector-$16,250$16,250$32,500
Candice JonesDirector-$25,000-$25,000
Mark DelichVP Gov Relations-$13,850$2,970$16,820

Board Members and Trustees

NameTitle
Andrew PincusDirector
David PlouffeDirector
Jordan FoxDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Benenson Strategy GroupPolicy Polling Consultant757 20TH AVENUE SUITE 370 237, Denver, CO 80205$242,000
Lamont DigitalDigital Consulting2544 ELSINORE ST 14, Los Angeles, CA 90026$163,085
Atlas Strategy Group INCNational Programming Consultant837 WASHINGTON AVENUE, The Bronx, NY 10451$161,000
Negar TayyarFundraising Consultant710 E 22ND STREET 303, Oakland, CA 94606$151,200
Lisa PrestaFundraising Consultant163 FOREST SIDE AVENUE, San Francisco, CA 94127$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$11,685,182
Program Service Revenue
$150,000
Investment Income
$461,938
Other Revenue
$10,841
All Other Contributions
$11,685,182
Change in Net Assets
$1,452,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,345,051
Other Expenses$3,220,039
Grants and Similar Amounts Paid$2,704,100
Total Fundraising Expense$653,816
Professional Fundraising Fees$586,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,393,332$563,425$36,652$2,993,409
Grants to Domestic Orgs$2,704,100--$2,704,100
Fees for Services Other$1,419,722$126,593-$1,546,315
Fees for Services Professional Fundraising--$586,000$586,000
Other Employee Benefits$386,067$90,484$6,296$482,847
Current Officers, Directors, Trustees, and Key Employees$384,099$74,998$10,714$469,811
Occupancy$352,669$82,354$6,041$441,064
Travel$177,855$183,382-$361,237
Conferences and Meetings$250,659$36,444$3$287,106
Payroll Taxes$199,657$46,623$3,420$249,700
Fees for Services Legal$39,206$113,577-$152,783
Pension Plan Contributions$119,359$28,059$1,866$149,284
Office Expenses$85,475$43,119$1,462$130,056
Depreciation Depletion$65,197$15,225$1,117$81,539
Fees for Services Accounting-$69,518-$69,518
Information Technology$6,908$58,342$101$65,351
Advertising$30,546--$30,546
Fees for Service Investment Mgmnt Fees-$29,986-$29,986
All Other Expenses$12,500--$12,500
Insurance$8,416$1,965$144$10,525
Other Expenses-$1,513-$1,513
Total Functional Expenses$8,635,767$1,565,607$653,816$10,855,190
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Al Otro Lado IncLos Angeles, CA501(c)3Immigration Education Grant$294,500
Dc Justice LabWashington, DC501(c)3Criminal Justice Education Grant$175,000
Kind IncWashington, DC501(c)3Immigration Education Grant$158,500
Promise of Justice InitativeNew Orleans, OK501(c)3Criminal Justice Education Grant$150,000
Catholic Community Services of Southern Arizona IncTucson, AZ501(c)3Immigration Education Grant$100,000
African Communities TogetherNew York, NY501(c)3Immigration Education Grant$90,500
Border Servant Corps IncLas Cruces, NM501(c)3Immigration Education Grant$81,500
National Day Laborer Organizing NetworkPasadena, CA501(c)3Immigration Education Grant$75,000
Network on Women in PrisonOakland, CA501(c)3Criminal Justice Education Grant$75,000
Justice Action CenterLos Angeles, CA501(c)3Immigration Education Grant$65,000
Good Neighbor Settlement House IncBrownsville, TX501(c)3Immigration Education Grant$60,000
National Immigration Project of the National Lawyers GuildWashington, DC501(c)3Immigration Education Grant$55,000
Undocublack Network IncWashington, DC-Immigration Education Grant$53,000
New Life Centers of Chicagoland NfpChicago, IL501(c)3Immigration Education Grant$50,500
Texas Immigration Law CouncilAustin, TX501(c)3Immigration Education Grant$50,000
The National Council for Incarcerated and Formerly Incarcerated Women and GBoston, MA501(c)3Criminal Justice Education Grant$50,000
AyudaWashington, DC501(c)3Immigration Education Grant$45,000
Dream Big NevadaLas Vegas, NV501(c)3Immigration Education Grant$40,700
The Correctional Association of New YorkBrooklyn, NY501(c)3Criminal Justice Education Grant$40,000
Borderlands Resource InitiativePhoenix, AZ501(c)3Immigration Education Grant$39,500
Justice in Motion IncBrooklyn, NY501(c)3Immigration Education Grant$37,000
New Venture FundWashington, DC501(c)3Immigration Education Grant$35,000
State Power FundKent, OH501(c)3Immigration Education Grant$35,000
Trabajadores Unidos De Washington DcWashington, DC-Immigration Education Grant$32,500
Asylum Seeker Advocacy Project IncNew York, NY501(c)3Immigration Education Grant$30,500
Jewish Family Service of San DiegoSan Diego, CA501(c)3Immigration Education Grant$30,500
Choose Love IncNew York, NY501(c)3Immigration Education Grant$30,000
International Mayan LeagueWashington, DC501(c)3Immigration Education Grant$30,000
Solidarity IncPhiladelphia, PA501(c)3Immigration Education Grant$30,000
Illinois Coalition for Immigrant and Refugee RightsChicago, IL501(c)3Immigration Education Grant$25,500
Aliento Education FundPhoenix, AZ501(c)3Immigration Education Grant$25,000
Detention Watch NetworkWashington, DC501(c)3Immigration Education Grant$25,000
Florida Immigration CoalitionMiami, FL501(c)3Immigration Education Grant$25,000
Hyphen Partnership (fiscal Sponsor Panorama Global)Seattle, WA501(c)3Immigration Education Grant$25,000
Mexican American Legal Defense and Education FundLos Angeles, CA501(c)3Immigration Education Grant$25,000
New York Immigration Coalition IncNew York, NY501(c)3Immigration Education Grant$25,000
Sacred Heart ChurchEl Paso, TX501(c)3Immigration Education Grant$25,000
Tennessee Immigrant & Refugee Rights CoalitionNashville, TN501(c)3Immigration Education Grant$25,000
Beloved Community Incubator IncWashington, DC501(c)3Immigration Education Grant$22,500
American Families UnitedChicago, IL501(c)3Immigration Education Grant$20,000
Atlas Strategy Group IncThe Bronx, NY501(c)3Criminal Justice Education Grant$20,000
Comunidad Maya Pixan IximOmaha, NE501(c)3Immigration Education Grant$20,000
Comunidades Indigenas En LiderazgoLos Angeles, CA501(c)3Immigration Education Grant$20,000
Congressional Hispanic Caucus Institute IncWashington, DC501(c)3Immigration Education Grant$20,000
Laredo Immigrant AllianceLaredo, TX501(c)3Immigration Education Grant$20,000
THE YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTSChicago, IL501(c)3Immigration Education Grant$20,000
Haitian Bridge AllianceSan Diego, CA501(c)3Immigration Education Grant$15,000
Haitian Community Help and Support CenterSpringfield, OH501(c)3Immigration Education Grant$15,000
Mauritanian Network for Human Rights in the USColumbus, OH501(c)3Immigration Education Grant$15,000
The Center for Economic Research and Social Change IncChicago, IL501(c)3Criminal Justice Education Grant$15,000
United African OrganizationChicago, IL-Immigration Education Grant$15,000
Breakthrough Central TexasAustin, TX501(c)3Immigration Education Grant$11,000
The Praxis Project IncOakland, CA501(c)3Immigration Education Grant$11,000
Caged DreamsElmhurst, IL501(c)3Immigration Education Grant$10,500
Arouet FoundationPhoenix, AZ501(c)3Criminal Justice Education Grant$10,000
Coco B Productions LLCDavidsonville, MD501(c)3Criminal Justice Education Grant$10,000
Darkness Rising ProjectRaleigh, NC501(c)3Criminal Justice Education Grant$10,000
Details Consulting LLCAlexandria, VA501(c)3Criminal Justice Education Grant$10,000
Douglas Leadership Institute IncGaithersburg, MD501(c)3Criminal Justice Education Grant$10,000
Migration Policy InstituteWashington, DC501(c)3Immigration Education Grant$10,000
Momsrising Education FundBellevue, WA501(c)3Immigration Education Grant$10,000
National Partnership for New Americans IncChicago, IL501(c)3Immigration Education Grant$10,000
New York Association of Black & Puerto Rican Legislators IncAlbany, NY501(c)3Criminal Justice Education Grant$10,000
Prison Fellowship MinistriesLansdowne, VA501(c)3Criminal Justice Education Grant$10,000
The National Foundation for American PolicyArlington, VA501(c)3Immigration Education Grant$10,000
The Word a Storytelling Sanctuary IncDenver, CO501(c)3General Operating Support$8,000
Make the Road New YorkBrooklyn, NY501(c)3Immigration Education Grant$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$586,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$13,050,309
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The organization has two classes of directors. Certain actions may not be taken without the prior written consent or affirmative vote of one of the classes.

Form 990, Part VI, Section A, Line 6

Fwd.us education fund has one class of voting members within the meaning of delaware general corporation law and one member within that class.

Form 990, Part VI, Section A, Line 7A

The sole member of the organization may appoint two of the organization's directors.

Form 990, Part VI, Section A, Line 7B

The sole member of the organization may appoint two of the organization's directors and remove the directors.

Form 990, Part VI, Section A, Line 8B

The organization does not have any committees with authority to act on behalf of the board.

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

The return will be reviewed by the president, chief operating officer, legal counsel, the audit committee, and copies provided to all directors of the organization prior to submitting to the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The board of directors is responsible for monitoring compliance with the conflict of interest policy. The policy applies to each director, officer, member of a committee with board-delegated powers, and key employee. The president reviews the transaction and in the event of a potential conflict of interest, advises the board of directors of appropriate action with regard to the conflict. A potentially conflicted person may make a presentation at the board or committee meeting where the matter is deliberated, but after such presentation, he/she must leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in the possible conflict of interest.

Form 990, Part VI, Section B, Line 15

Compensation is established by a related organization, fwd.us. The board of directors reviewed and approved the president's salary after considering executive salary levels at comparable organizations. In addition, the board of directors review compensation for other officers and certain key employees.the decision making includes contemporaneous substaniation of the deliberation. The process described here was last completed in 2023.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Fwdus Education Fund Inc
EIN
82-0962378
Phone
4155891222
Address
PO BOX 34506, WASHINGTON, DC 20043

Signing Officer

Name
Todd Schulte
Title
President
Phone
4155891222
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Schulte
Formed
2017
Legal Domicile
De
Voting Board Members
5
Independent Board Members
3
Employees
1
Volunteers
3

Preparer

Firm
Cliftonlarsonallen Llp
Address
950 NORTH GLEBE ROAD SUITE 1200, ARLINGTON, VA 22203
Preparer
Robert Williams
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Community development, design, and research: program service expenses 637,813. Management and general expenses 0. Fundraising expenses 0. Total expenses 637,813. Communications: program service expenses 353,146. Management and general expenses 112,500. Fundraising expenses 0. Total expenses 465,646. Staff training, management coaching, other: program service expenses 0. Management and general expenses 14,093. Fundraising expenses 0. Total expenses 14,093. Research and polling: program service expenses 428,763. Management and general expenses 0. Fundraising expenses 0. Total expenses 428,763.

Financial Statement Notes

PART X, LINE 2:

No provision for income taxes is required as of december 31, 2024 and 2023, as the organization had no net unrelated business income. The organization's tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax exempt status.

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