Civic Intelligence

Forge Foundation

990EZ • Fiscal year 2025 • EIN 92-1644607

Jan 01, 2025 to Dec 31, 2025

Organization ProfileFORGEFOUNDATION.ORG
60526 Billadeau RdBend, OR 97702

(267) 234-1060

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$10,322

Up $7,635 (+284%) from 2024

Net Assets

Up

$10,322

Up $13,503 (+424%) from 2024

Liabilities

Down

$0

Down $5,868 (-100%) from 2024

Revenue And Expenses

Revenue

Up

$74,281

Up $23,104 (+45%) from 2024

Expenses

Up

$60,778

Up $8,596 (+16%) from 2024

Net Income

Up

$13,503

Up $14,508 (+1444%) from 2024

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0-$5.0KAssets 2023: $3,692Liabilities 2023: $5,868Net Assets 2023: -$2,1762023Assets 2024: $2,687Liabilities 2024: $5,868Net Assets 2024: -$3,1812024Assets 2025: $10,322Liabilities 2025: $0Net Assets 2025: $10,3222025

Highlighted filing

2025

Assets$10,322
Liabilities$0
Net Assets$10,322
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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: -$1,0052024Revenue 2025: $74,281Expenses 2025: $60,778Net Income 2025: $13,5032025

Highlighted filing

2025

Revenue$74,281
Expenses$60,778
Net Income$13,503
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
May 13, 2026
Return Version
2025v4.1
Gross Receipts
$74,281
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
IN 2025 THE ORGANIZATION SUPPORTED THREE SUMMER CAMPS AND TWO AFTER SCHOOL PROGRAMS AND PROVIDED SUPPORT AND FUNDING TO AN EDUCATIONAL INSTITUTION.$50,450$50,450
Compensation and Service Providers

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
2026-05-13
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: 50,450.”

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

“Description: other receivable. Beg. Of year amount: 2,587. End of year amount: 4,282.”

Raw XML Appendix166 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
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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
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt074281
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-3181
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010322
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-3181
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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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/BOYAmt02587
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04282
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION BY PROVIDING EXTRACURRICULAR ACTIVITIES FOR STUDENTS, AND THROUGH FUNDING OF EDUCATIONAL INSTITUTIONS.
IRS990EZ/PrintingPublicationsPostageAmt048
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2025 THE ORGANIZATION SUPPORTED THREE SUMMER CAMPS AND TWO AFTER SCHOOL PROGRAMS AND PROVIDED SUPPORT AND FUNDING TO AN EDUCATIONAL INSTITUTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050450
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050450
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05868
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060778
IRS990EZ/TotalProgramServiceExpensesAmt050450
IRS990EZ/TotalRevenueAmt074281
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FORGEFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt058738
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt042000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt073518
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0174256
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0223212
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03779
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt01502
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt01502
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt052735
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt058738
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt042000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt073518
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0174256
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074279
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IRS990ScheduleA/Total509Grp/TotalAmt0226991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103042
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0228499
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: 50,450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER RECEIVABLE. BEG. OF YEAR AMOUNT: 2,587. END OF YEAR AMOUNT: 4,282.
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 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/SignatureDt02026-05-13
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/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/PreparationDt02026-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS LOCKWOOD
ReturnHeader/ReturnTs02026-05-13T17:52:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,322
Liabilities
$0
Net assets
$10,322
Revenue
$74,281
Expenses
$60,778
Net income
$13,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.74$0.61$0.14
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