Civic Intelligence

Fwdus Education Fund Inc.

990 • Fiscal year 2019 • EIN 82-0962378

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

PO Box 34506Washington, DC 20043

(202) 424-0675

Siviq Scores

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

Liabilities / Assets

61st percentile

0.32x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.77x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

2nd percentile

-130%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$440,738

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

11th percentile

-7.3%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$15,352,438

Down $1,200,642 (-7.3%) from 2018

Net Assets

Down

$10,398,344

Down $2,961,911 (-22%) from 2018

Liabilities

Up

$4,954,094

Up $1,761,269 (+55%) from 2018

Revenue

Down

$6,467,600

Down $16,181,673 (-71%) from 2018

Expenses

Up

$14,874,758

Up $2,117,426 (+17%) from 2018

Net Income

Down

-$8,407,158

Down $18,299,099 (-185%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$15,352,438
Liabilities$4,954,094
Net Assets$10,398,344

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$6,467,600
Expenses$14,874,758
Net Income-$8,407,158
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$6,467,600
Mission and Program Overview

Mission

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

Fwd.us, inc. Education fund educates the public about immigration and criminal justice policy and reform. Fdw.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 provides information about navigating government agencies with respect to those rights.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$0$12,254,701▲ $12,254,701
Cash and Non-Interest-Bearing Accounts$16,553,080$1,531,276▼ $15,021,804
Pledges and Grants Receivable$0$1,355,874▲ $1,355,874
Prepaid Expenses and Deferred Charges$0$5,000▲ $5,000
Total Assets$16,553,080$15,352,438▼ $1,200,642
Other Assets Total$0$205,587▲ $205,587
Liabilities
Other Liabilities$1,243,444$4,337,282▲ $3,093,838
Accounts Payable and Accrued Expenses$1,949,381$616,812▼ $1,332,569
Total Liabilities$3,192,825$4,954,094▲ $1,761,269
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,709,213$5,945,725▲ $236,512
Net Assets Without Donor Restrictions$7,651,042$4,452,619▼ $3,198,423
Total Net Assets Fund Balance$13,360,255$10,398,344▼ $2,961,911
Total Liabilities and Net Assets / Fund Balance$16,553,080$15,352,438▼ $1,200,642
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alida GarciaVP of Advocacy & SecretaryPT$154,188$19,135$173,323
Todd SchultePresidentPT$140,000$14,258$154,258
Surin RamkissoonCOO & TreasurerPT$78,862$13,666$92,528
Corey WigginsDirector-$10,937$20,316$31,253
Gabrielle PachecoDirector (thru 10/19)-$10,278$19,092$29,370

Board Members and Trustees

NameTitle
Candice C JonesDirector
David PlouffeDirector
Michael TroncosoDirector
Rob JesmerDirector (thru 6/19)

Highest Paid Contractors

ContractorServicesLocationCompensation
Soze Productions INCEvent And Video Production159 CARLTON AVENUE 4B, Brooklyn, NY 11205$780,944
Plus CommunicationsGrassroots / Grasstops CommunicationsPO BOX 16504, Alexandria, VA 22302$360,276
Blue State DigitalWebsite Engineering, Design And Developm41 FLATBUSH AVENUE 8TH FLOOR, Brooklyn, VA 40902$262,200
Targeted Platform MediaCable Paid Media Buy1291 HOLLYWOOD AVE, Annapolis, MD 21403$197,121
Google LLCDigital Media1600 AMPHITHEATRE PKWY, Mountain View, CA 94043$148,081
Revenue and Support

Revenue Composition

Contributions and Grants
$6,081,395
Program Service Revenue
$364,860
Investment Income
$15,595
Other Revenue
$5,750
All Other Contributions
$2,543,832
Change in Net Assets
$-8,407,158

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2,409$201,544Fair Market Value (FMV)
Total Noncash Contributions2,409$201,544-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,986,044
Other Expenses$5,021,834
Salaries, Compensation, and Employee Benefits$3,800,380
Total Fundraising Expense$110,185
Professional Fundraising Fees$66,500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,986,044--$5,986,044
Other Salaries and Wages$2,456,997$275,380$12,747$2,745,124
Fees for Services Other$1,606,115$55,477-$1,661,592
Advertising$1,007,392--$1,007,392
Conferences and Meetings$566,389$26,242$4$592,635
Information Technology$476,058$31,623$197$507,878
Travel$359,362$64,484-$423,846
Current Officers, Directors, Trustees, and Key Employees$294,077$105,028$21,006$420,111
Occupancy$279,891$37,960$3,233$321,084
Other Employee Benefits$238,766$28,175$1,646$268,587
Fees for Services Legal$17,500$220,209-$237,709
Payroll Taxes$201,541$27,334$2,328$231,203
Office Expenses$121,403$16,441$1,400$139,244
Pension Plan Contributions$121,560$13,262$533$135,355
Fees for Services Professional Fundraising--$66,500$66,500
Fees for Services Accounting-$55,103-$55,103
Depreciation Depletion$43,377$5,883$501$49,761
Other Expenses$7,804$940$90$940
Total Functional Expenses$13,784,276$980,297$110,185$14,874,758
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oklahomans for Criminal Justice ReformTulsa, OK501(c)3Issue Education$450,000
One VoiceJackson, MS501(c)3Issue Education$335,500
Promise of Justice InitativeNew Orleans, LA501(c)3Issue Education$295,000
International Rescue CommitteeNew York, NY501(c)3Issue Education$275,355
American Immigration CouncilWashington, DC501(c)3Issue Education$250,000
The National Council for Incarcerated and Formerly Incarcerated Women and GRoxbury, MA501(c)3Issue Education$250,000
Tulsa Community FoundationTulsa, OK501(c)3Issue Education$216,000
United We DreamWashington, DC501(c)3Issue Education$200,875
Texas Public Policy FoundationAustin, TX501(c)3Issue Education$200,000
Make the Road New YorkBrooklyn, NY501(c)3Daca Renewal Grant$175,000
Parole Preparation ProjectNew York, NY501(c)3Issue Education$175,000
National Day Laborer Organizing Network (ndlon)Pasadena, CA501(c)3Issue Education$166,000
Oklahoma Policy InsituteTulsa, OK501(c)3Issue Education$156,955
Arizona Center for EmpowermentPhoenix, AZ501(c)3Issue Education$150,000
Global Response ManagementYulee, FL501(c)3Humantiarian Border Grant$142,539
First Institutional Baptist ChurchPhoenix, AZ501(c)3Issue Education$140,000
Justice Action CenterLos Angeles, CA501(c)3Issue Education$130,000
Arouet FoundationPhoenix, AZ501(c)3Issue Education$125,000
Southern Poverty Law CenterMontgomery, AL501(c)3Issue Education$125,000
The Lighthouse Black Girl ProjectJackson, MS501(c)3Issue Education$125,000
Empower Mississippi FoundationRidgeland, MS501(c)3Issue Education$118,000
American Friends Service Committee (afsc)Philadelphia, PA501(c)3Issue Education$100,000
Asu FoundationTempe, AZ501(c)3Issue Education$100,000
Coalition for Humane Immigrant Rights of Los AngelesLos Angeles, CA501(c)3Daca Renewal Grant$100,000
The Legal Aid SocietyNew York, NY501(c)3Issue Education$100,000
Voices of Community Activists and LeadersBrooklyn, NY501(c)3Issue Education$100,000
Al Otro LadoLos Angeles, CA501(c)3Humantiarian Border Grant$75,000
Team BrownsvilleAustin, TX501(c)3Humantiarian Border Grant$70,000
National Security ActionWashington, DC501(c)3Issue Education$60,000
Annunciation HouseEl Paso, TX501(c)3Humantiarian Border Grant$50,000
Central American Resource Center (carcen)Los Angeles, CA501(c)3Issue Education$50,000
Lawyers for Good GovernmentHouston, TX501(c)3Humantiarian Border Grant$50,000
The New York Immigration CoalitionNew York, NY501(c)3Issue Education$50,000
Somos IncAlbany, NY501(c)3Issue Education$40,000
La Union Del Pueblo EnteroSan Juan, TX501(c)3Humantiarian Border Grant$35,000
Oficina Legal Del Pueblo Unido Inc (texas Civil Rights Project)Austin, TX501(c)3Humantiarian Border Grant$35,000
Illinois Coalition of Immigrant and Refugee RightsChicago, IL501(c)3Daca Renewal Grant$30,000
New Venture FundWashington, DC501(c)3Daca Renewal Grant$30,000
One VoiceJackson, MS501(c)3Issue Education$30,000
Center for American ProgressWashington, DC501(c)3Issue Education$25,000
Good Neighboor Settlement HouseBrownsville, TX501(c)3Humantiarian Border Grant$25,000
Haitian Bridge AllianceAliso Viejo, CA501(c)3Humantiarian Border Grant$25,000
Jewish Family Service of San DiegoSan Diego, CA501(c)3Humantiarian Border Grant$25,000
Lutheran Social Services of the SouthwestPhoenix, AZ501(c)3Humantiarian Border Grant$25,000
Prison Fellowship MinistriesLansdowne, VA501(c)3Issue Education$25,000
Progress Texas InstituteAustin, TX501(c)3Humantiarian Border Grant$25,000
Cabrini Immigrant Services of NycNew York, NY501(c)3Daca Renewal Grant$22,470
Florida Immigrant CoalitionMiami, FL501(c)3Daca Renewal Grant$20,300
Catholic CharitiesAlbuquerque, NM501(c)3Issue Education$20,000
National Korean American Service and Education Consortium Inc (nakasec)Chicago, IL501(c)3Issue Education$20,000
RestoreherusAtlanta, GA501(c)3Issue Education$20,000
Arizona Town HallPhoenix, AZ501(c)3Issue Education$15,000
Congressional Hispanic Caucus InstituteWashington, DC501(c)3Issue Education$15,000
Govern for AmericaNew York, NY501(c)3Issue Education$15,000
Metropolitan State University of Denver Foundation Inc (msu Denver FoundaDenver, CO501(c)3Daca Renewal Grant$15,000
The Praxis ProjectWashington, DC501(c)3Daca Renewal Grant$15,000
Center for Popular DemocracyBrooklyn, NY501(c)3Daca Renewal Grant$14,000
Fiel HoustonHouston, TX501(c)3Daca Renewal Grant$14,000
Latin American AssocicationAtlanta, GA501(c)3Daca Renewal Grant$14,000
North Texas Dream TeamDallas, TX501(c)3Daca Renewal Grant$14,000
Cleveland Jobs With JusticeRocky River, OK501(c)3Issue Education$12,500
Dream Big NevadaLas Vegas, NV501(c)3Daca Renewal Grant$12,500
Community Connections for YouthBronx, NY501(c)4Issue Education$12,400
Define AmericanLouisville, KY501(c)3Issue Education$12,000
The Univeristy of Mississippi FoundationOxford, MS501(c)3Issue Education$12,000
The Alm Triumph Center IncPembrooke Pine, FL501(c)3Daca Renewal Grant$10,395
Gofundmeorg Daca FundRedwood City, CA501(c)3Daca Renewal Grant$10,000
The National Foundation for American PolicyArlington, VA501(c)3Issue Education$10,000
The Osborne Association IncBronx, NY501(c)3Issue Education$10,000
Cesar Chavez Memorial Alliance of South TexasLaredo, TX501(c)3Daca Renewal Grant$9,475
Phoenix Center for the ArtsPhoenix, AZ501(c)3Daca Renewal Grant$8,500
Alliance for Global JusticeTucson, AZ501(c)3Issue Education$7,500
African Communities TogetherNew York, NY501(c)3Issue Education$5,000
Capital Area Immigration Rights CoalitionWashington, DC501(c)3Issue Education$5,000
Catholic Charities of Central TexasAustin, TX501(c)3Issue Education$5,000
Coalicion De Lideres Latinos IncDalton, GA501(c)3Issue Education$5,000
Columbia County Sanctuary MovementHudson, NY501(c)3Issue Education$5,000
Florida International University Foundation Inc (fiu Foundation)Miami, FL501(c)3Daca Renewal Grant$5,000
Hispanic Affairs ProjectMontrose, CO501(c)3Issue Education$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$66,500
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$4,337,282
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

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 4

The board of directors adopted amended and restated bylaws for the organization, changes to which include, among other things, voting rights of the members and certain directors, and composition and operation of the audit committee.

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, two members of the board of directors, 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 for the president is established by a related organization, fwd.us. Fwd.us's board of directors reviewed and approved the president's salary after considering executive salary levels at comparable organizations.

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
2024240675
Address
PO BOX 34506, WASHINGTON, DC 20043

Signing Officer

Name
Surin Ramkissoon
Title
Treasurer
Phone
2024240675
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
De
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Karen Gries
Phone
6123764500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Communications: program service expenses 681,230. Management and general expenses 0. Fundraising expenses 0. Total expenses 681,230. Community development, design, and research: program service expenses 723,109. Management and general expenses 0. Fundraising expenses 0. Total expenses 723,109. Grasstops communications: program service expenses 154,276. Management and general expenses 0. Fundraising expenses 0. Total expenses 154,276. Research and polling: program service expenses 47,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 47,500. Staff training, management coaching & other: program service expenses 0. Management and general expenses 55,477. Fundraising expenses 0. Total expenses 55,477.

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IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0JORDAN KAPLAN
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt03112 NORTHAMPTON ST
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