Civic Intelligence

Forge Foundation

EIN 92-1644607 • 501(c)3 • Bend, OR

Profile

To support education by providing extracurricular activities for students, and through funding of educational institutions.

60526 Billadeau RdBend, OR 97702

forgefoundation.org

Siviq Scores

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

Liabilities / Assets

96th percentile

2.18x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.11x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

41st percentile

-2.0%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-50%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$2,687

Down $1,005 (-27%) from 2023

Liabilities

Flat

$5,868

Flat from 2023

Net Assets

Down

-$3,181

Down $1,005 (-46%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin41st percentile

Revenue

Down

$51,177

Down $50,348 (-50%) from 2023

Expenses

Down

$52,182

Down $51,519 (-50%) from 2023

Net Income

Up

-$1,005

Up $1,171 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$10K$5.0K$0-$5.0KAssets 2023: $3,692Liabilities 2023: $5,868Net Assets 2023: -$2,1762023Assets 2024: $2,687Liabilities 2024: $5,868Net Assets 2024: -$3,1812024

Highlighted filing

2024

Assets$2,687
Liabilities$5,868
Net Assets-$3,181
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KRevenue 2023: $101,525Expenses 2023: $103,701Net Income 2023: -$2,1762023Revenue 2024: $51,177Expenses 2024: $52,182Net Income 2024: -$1,0052024

Highlighted filing

2024

Revenue$51,177
Expenses$52,182
Net Income-$1,005
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,687
Liabilities
$5,868
Net assets
-$3,181
Revenue
$51,177
Expenses
$52,182
Net income
-$1,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.06$0.03$0.51$0.52$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.06$0.02$1.02$1.04$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$51,177
Mission and Program Overview

Mission

To support education by providing extracurricular activities for students, and through funding of educational institutions.

Program Services

DescriptionGrantsExpenses
IN 2024 THE ORGANIZATION SUPPORTED THREE SUMMER CAMPS AND TWO AFTER SCHOOL PROGRAMS AND PROVIDED SUPPORT AND FUNDING TO AN EDUCATIONAL INSTITUTION.$51,727$51,727
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN HELTPresident & DirectorPT$0--
GEOFFREY HELTSecretary & DirectorPT$0--
JESSICA FALCONTreasurer & Director-$0--
Filing and Contact Details

Filer

Filer Name
Forge Foundation
EIN
92-1644607
Phone
2672341060
Address
60526 BILLADEAU RD, BEND, OR 97702

Signing Officer

Name
Geoffrey Helt
Title
Secretary
Phone
2672341060
Signed
2025-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204
Preparer
Ross Lockwood
Phone
5032210336
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 2.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: educational. Grantee name: forge academy, llc. Grantee address: 60526 billadeau rd bend, or 97702. Property description: cash. Date of gift: various. Amount given: 51,727.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: donor appreciation. Amount: 285. Description: fees and permits. Amount: 170. Total to form 990-ez, line 16: 455.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other receivable. Beg. Of year amount: 0. End of year amount: 2,587.”

Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GEOFFREY HELT
IRS990EZ/BooksInCareOfDetail/PhoneNum02672341060
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt060526 BILLADEAU RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1005
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt051727
IRS990EZ/GrossReceiptsAmt051177
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-2176
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-3181
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-2176
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-3181
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLYN HELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEOFFREY HELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA FALCON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER & DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02587
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0455
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION BY PROVIDING EXTRACURRICULAR ACTIVITIES FOR STUDENTS, AND THROUGH FUNDING OF EDUCATIONAL INSTITUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2024 THE ORGANIZATION SUPPORTED THREE SUMMER CAMPS AND TWO AFTER SCHOOL PROGRAMS AND PROVIDED SUPPORT AND FUNDING TO AN EDUCATIONAL INSTITUTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051727
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051727
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05868
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052182
IRS990EZ/TotalProgramServiceExpensesAmt051727
IRS990EZ/TotalRevenueAmt051177
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FORGEFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt042000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt073518
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0115518
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt097759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148933
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03779
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt01502
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt01502
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt037194
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt042000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt073518
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0115518
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101538
IRS990ScheduleA/Total509Grp/TotalAmt0152712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051176
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0154218
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: FORGE ACADEMY, LLC. GRANTEE ADDRESS: 60526 BILLADEAU RD BEND, OR 97702. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 51,727.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DONOR APPRECIATION. AMOUNT: 285. DESCRIPTION: FEES AND PERMITS. AMOUNT: 170. TOTAL TO FORM 990-EZ, LINE 16: 455.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,587.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY HELT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02672341060
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORG
ReturnHeader/Filer/EIN0921644607
ReturnHeader/Filer/PhoneNum02672341060
ReturnHeader/Filer/USAddress/AddressLine1Txt060526 BILLADEAU RD
ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930928924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERKINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW FIFTH AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS LOCKWOOD
ReturnHeader/ReturnTs02025-10-15T05:42:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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