Liabilities / Assets
96th percentile
Higher debt load relative to assets than 96% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
1.59x
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$3,692
No earlier filing loaded for comparison.
Net Assets
-$2,176
No earlier filing loaded for comparison.
Liabilities
$5,868
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$101,525
No earlier filing loaded for comparison.
Expenses
$103,701
No earlier filing loaded for comparison.
Net Income
-$2,176
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Nov 15, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $103,042
Mission and Program Overview
Mission
To support education by providing extracurricular activities for students, and through funding of educational institutions.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| IN 2023 THE ORGANIZATION SUPPORTED THREE SUMMER CAMPS AND TWO AFTER SCHOOL PROGRAMS AND PROVIDED SUPPORT AND FUNDING TO AN EDUCATIONAL INSTITUTION. | $100,458 | $101,904 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CAROLYN HELT | President & Director | PT | $0 | - | - |
| GEOFFREY HELT | Secretary & Director | PT | $0 | - | - |
| JESSICA FALCON | Treasurer & 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
- 2024-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Perkins & Company Pc
- Address
- 1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204
- Preparer
- Cynthia P Bartholomew
- 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 7 - Sales of Inventory
“Income: gross receipts: 1,679. Returns and allowances: 0. Less cost of goods sold: 1,517. Gross profit: 162. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 1,517. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 1,517.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: educational. Grantee name: forge academy. Grantee address: 60526 billadeau rd bend, or 97702. Property description: cash. Date of gift: various. Amount given: 72,200.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: shelter services. Grantee name: central oregon villages. Grantee address: 680 nw bond street bend, or 97703. Property description: mobile kitchen. Method used to determine book value: cost basis. Book value of property: 28,258. Date of gift: various. Amount given: 28,258. Total included on form 990-ez, line 10: 100,458.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: travel and meetings. Amount: 80. Description: equipment rentals. Amount: 681. Description: parents night expenses. Amount: 613. Description: office expenses. Amount: 600. Total to form 990-ez, line 16: 1,974.”
Raw XML Appendix163 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | GEOFFREY HELT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2672341060 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 60526 BILLADEAU RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BEND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97702 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 3692 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 97759 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 1517 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2176 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 700 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 3692 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 1502 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 100458 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 162 |
| IRS990EZ/GrossReceiptsAmt | 0 | 103042 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 1679 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -2176 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -2176 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 151 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CAROLYN HELT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GEOFFREY HELT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JESSICA FALCON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT & DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY & DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER & DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1974 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT EDUCATION BY PROVIDING EXTRACURRICULAR ACTIVITIES FOR STUDENTS, AND THROUGH FUNDING OF EDUCATIONAL INSTITUTIONS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 418 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 2100 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | IN 2023 THE ORGANIZATION SUPPORTED THREE SUMMER CAMPS AND TWO AFTER SCHOOL PROGRAMS AND PROVIDED SUPPORT AND FUNDING TO AN EDUCATIONAL INSTITUTION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 100458 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 101904 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 1502 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OR |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5868 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 103701 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 101904 |
| IRS990EZ/TotalRevenueAmt | 0 | 101525 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | FORGEFOUNDATION.ORG |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt | 0 | 73518 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 73518 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 97759 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 97759 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 2 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 2 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 3779 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 3779 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 2 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 2 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt | 0 | 1502 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 1502 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 28020 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 73518 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 73518 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 101538 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 101538 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 103042 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 103042 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 2. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | INCOME: GROSS RECEIPTS: 1,679. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,517. GROSS PROFIT: 162. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 1,517. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,517. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: FORGE ACADEMY. GRANTEE ADDRESS: 60526 BILLADEAU RD BEND, OR 97702. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 72,200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: SHELTER SERVICES. GRANTEE NAME: CENTRAL OREGON VILLAGES. GRANTEE ADDRESS: 680 NW BOND STREET BEND, OR 97703. PROPERTY DESCRIPTION: MOBILE KITCHEN. METHOD USED TO DETERMINE BOOK VALUE: COST BASIS. BOOK VALUE OF PROPERTY: 28,258. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 28,258. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 100,458. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: TRAVEL AND MEETINGS. AMOUNT: 80. DESCRIPTION: EQUIPMENT RENTALS. AMOUNT: 681. DESCRIPTION: PARENTS NIGHT EXPENSES. AMOUNT: 613. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 1,974. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GEOFFREY HELT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2672341060 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FORGE FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FORG |
| ReturnHeader/Filer/EIN | 0 | 921644607 |
| ReturnHeader/Filer/PhoneNum | 0 | 2672341060 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 60526 BILLADEAU RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BEND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97702 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 930928924 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PERKINS & COMPANY PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1211 SW FIFTH AVE SUITE 1000 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97204 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5032210336 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CYNTHIA P BARTHOLOMEW |
| ReturnHeader/ReturnTs | 0 | 2024-11-15T16:46:21-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $3,692
- Liabilities
- $5,868
- Net assets
- -$2,176
- Revenue
- $101,525
- Expenses
- $103,701
- Net income
- -$2,176