Civic Intelligence

Forward Together

990 • Fiscal year 2017 • EIN 94-3311784

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 06, 2018

300 Frank Ogawa Plaza Ste 700Oakland, CA 94612

(510) 663-8300

Siviq Scores

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

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.05x

Higher debt load relative to revenue than 23% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$149,856

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

47%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$7,303,507

Up $1,596,627 (+28%) from 2016

Net Assets

Up

$7,039,210

Up $1,579,495 (+29%) from 2016

Liabilities

Up

$264,297

Up $17,132 (+6.9%) from 2016

Revenue

Up

$5,388,705

Up $1,712,260 (+47%) from 2016

Expenses

Up

$3,809,210

Up $636,417 (+20%) from 2016

Net Income

Up

$1,579,495

Up $1,075,843 (+214%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $2,464,566Liabilities 2011: $99,082Net Assets 2011: $2,365,4842011Assets 2012: $2,517,071Liabilities 2012: $81,161Net Assets 2012: $2,435,9102012Assets 2013: $2,430,799Liabilities 2013: $122,525Net Assets 2013: $2,308,2742013Assets 2014: $4,350,749Liabilities 2014: $143,003Net Assets 2014: $4,207,7462014Assets 2015: $5,128,628Liabilities 2015: $172,565Net Assets 2015: $4,956,0632015Assets 2016: $5,706,880Liabilities 2016: $247,165Net Assets 2016: $5,459,7152016Assets 2017: $7,303,507Liabilities 2017: $264,297Net Assets 2017: $7,039,2102017Assets 2018: $6,107,481Liabilities 2018: $327,065Net Assets 2018: $5,780,4162018Assets 2019: $8,457,652Liabilities 2019: $477,503Net Assets 2019: $7,980,1492019Assets 2020: $12,230,193Liabilities 2020: $997,401Net Assets 2020: $11,232,7922020Assets 2021: $14,075,710Liabilities 2021: $725,474Net Assets 2021: $13,350,2362021Assets 2022: $15,087,213Liabilities 2022: $803,101Net Assets 2022: $14,284,1122022Assets 2023: $13,441,584Liabilities 2023: $548,148Net Assets 2023: $12,893,4362023Assets 2024: $11,789,219Liabilities 2024: $1,083,068Net Assets 2024: $10,706,1512024

Highlighted filing

2017

Assets$7,303,507
Liabilities$264,297
Net Assets$7,039,210

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,005,608Expenses 2011: $1,263,291Net Income 2011: $742,3172011Revenue 2012: $1,626,432Expenses 2012: $1,556,006Net Income 2012: $70,4262012Revenue 2013: $1,716,638Expenses 2013: $1,844,274Net Income 2013: -$127,6362013Revenue 2014: $4,059,107Expenses 2014: $2,159,635Net Income 2014: $1,899,4722014Revenue 2015: $3,351,822Expenses 2015: $2,603,505Net Income 2015: $748,3172015Revenue 2016: $3,676,445Expenses 2016: $3,172,793Net Income 2016: $503,6522016Revenue 2017: $5,388,705Expenses 2017: $3,809,210Net Income 2017: $1,579,4952017Revenue 2018: $3,334,196Expenses 2018: $4,592,990Net Income 2018: -$1,258,7942018Revenue 2019: $7,638,873Expenses 2019: $5,439,140Net Income 2019: $2,199,7332019Revenue 2020: $8,699,025Expenses 2020: $5,446,382Net Income 2020: $3,252,6432020Revenue 2021: $7,868,987Expenses 2021: $5,751,543Net Income 2021: $2,117,4442021Revenue 2022: $6,659,901Expenses 2022: $5,700,654Net Income 2022: $959,2472022Revenue 2023: $5,301,248Expenses 2023: $6,665,852Net Income 2023: -$1,364,6042023Revenue 2024: $4,201,662Expenses 2024: $6,388,947Net Income 2024: -$2,187,2852024

Highlighted filing

2017

Revenue$5,388,705
Expenses$3,809,210
Net Income$1,579,495
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 6, 2018
Return Version
2017v2.2
Gross Receipts
$5,388,705
Mission and Program Overview

Mission

Forward Together unites communities to win rights, recognition and resources for all families.We transform culture and policy to work for all of us nationwide. Since our founding in 1989, we have continually fought to dismantle the ways our society marginalizes us based on race, sexuality, and gender. Today, we build courage and foster connection among our multi-racial community of changemakers to secure the rights, recognition and resources all families need to thrive.

Forward Together unites communities to win rights, recognition and resources for all families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,423,681$3,175,639▲ $1,751,958
Pledges and Grants Receivable$1,935,000$2,126,620▲ $191,620
Cash and Non-Interest-Bearing Accounts$2,280,173$1,830,992▼ $449,181
Accounts Receivable$11,251$67,095▲ $55,844
Prepaid Expenses and Deferred Charges$54,472$54,063▼ $409
Land, Buildings, and Equipment, Net-$12,757-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,706,880$7,303,507▲ $1,596,627
Other Assets Total$2,303$36,341▲ $34,038
Liabilities
Accounts Payable and Accrued Expenses$247,165$264,297▲ $17,132
Total Liabilities$247,165$264,297▲ $17,132
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,377,388$4,278,124▲ $900,736
Unrestricted Net Assets$2,082,327$2,761,086▲ $678,759
Total Net Assets Fund Balance$5,459,715$7,039,210▲ $1,579,495
Total Liabilities and Net Assets / Fund Balance$5,706,880$7,303,507▲ $1,596,627

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$12,757$1,822$14,579
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eveline ShenPresident/E.D.FT$131,751$18,105$149,856

Board Members and Trustees

NameTitle
Kay Fernandez-SmithBoard Chair
Edith SargonDirector
Mia BirdsongDirector
Rosie AbriamDirector
Shiree TengDirector
Yee Won ChongDirector
Liza FuentesSecretary
Sojeila SilvaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,236,257
Program Service Revenue
$148,259
Investment Income
$4,089
Other Revenue
$100
All Other Contributions
$5,236,257
Change in Net Assets
$1,579,495

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 Traded4$802,632Fair Market Value (FMV)
Total Noncash Contributions4$802,632-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,388,705
Total Revenue per Audited Statements
$5,388,705
Total Revenue per Form 990
$5,388,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,231,984
Other Expenses$1,410,195
Total Fundraising Expense$145,473
Grants and Similar Amounts Paid$114,436
Professional Fundraising Fees$52,595

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$821,748$748,620$15,318$1,585,686
Fees for Services Other$340,792$126,482$4,471$471,745
Travel$270,400$62,264$4,875$337,539
Other Employee Benefits$170,477$149,455$5,443$325,375
Occupancy$127,275$98,436$3,885$229,596
Office Expenses$147,329$51,147$14,976$213,452
Current Officers, Directors, Trustees, and Key Employees$113,471$21,013$33,621$168,105
Payroll Taxes$81,548$67,246$4,024$152,818
Grants to Domestic Orgs$111,250--$111,250
Information Technology$24,201$51,916$801$76,918
Fees for Services Professional Fundraising--$52,595$52,595
Advertising$22,262$472$99$22,833
Insurance$7,114$6,176$235$13,525
Fees for Services Accounting-$10,415-$10,415
Other Expenses$3$4,606$4,862$9,471
Conferences and Meetings$1,822$1,835$56$3,713
Grants to Domestic Individuals$3,186--$3,186
Depreciation Depletion$917$872$33$1,822
Fees for Services Legal$832$212$4$1,048
Total Functional Expenses$2,257,895$1,405,842$145,473$3,809,210

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,809,210
Total Expenses per Audited Statements$3,809,210
Total Expenses per Form 990$3,809,210
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
NM Religious CoalitionAlbuquerque, NM501(c)3Civic Engagement in NM$35,000
Young Women UnitedAlbuquerque, NM501(c)3Rural Research Work$10,000
Centro Legal de Raza IncOakland, CA501(c)3New American Story project$7,000
National Org for WomenSanta Fe, NM501(c)3New Mexico state policy work$6,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$52,595
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Teng Smith IncBoard MemberProgram ConsultingNo$20,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

In the Bylaws, the Terms of Office of Directors were revised. The Length of Term was changed from one year or any shorter period determined by the Board to one year for a Director's first term and three years for any of a Director's subsequent term(s). Term Limits were changed from serving no more than three consecutive terms to being able to serve without limits to the amount of terms they can serve with the mutual approval of the Executive Director and the Board of Directors as a whole.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is prepared under the direction of the Director of Finance and is reviewed by at least one member of the executive committee, usually the Treasurer, before it is submitted.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board members must sign the organization's conflict of interest policy and agreement, and if a potential conflict of interest is present, the board members will abstain from discussing or voting on said conflict. The chair of the meeting is expected to make an inquiry if such conflict appears to exist and the board member has not made it known.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The organization uses salary surveys to determine compensation. In 2008 the organization adopted a new salary scale that was based on researching compensation for comparable positions in nonprofits in the San Francisco Bay Area. The board had extensive discussions and then approved the final document. Salary surveys are conducted internally by acquiring data from organizations directly and from wider, independent surveys of comparable organizations.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The organization uses salary surveys to determine compensation. In 2008 the organization adopted a new salary scale that was based on researching compensation for comparable positions in nonprofits in the San Francisco Bay Area. The board had extensive discussions and then approved the final document. Salary surveys are conducted internally by acquiring data from organizations directly and from wider, independent surveys of comparable organizations.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

These documents are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Forward Together
EIN
94-3311784
Phone
5106638300
Address
300 Frank Ogawa Plaza Ste 700, Oakland, CA 94612

Signing Officer

Name
Eveline Shen
Title
President/E.D.
Signed
2018-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eveline Shen
Formed
1999
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
32
Volunteers
46

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

Forward Together initiated 3 new projects in 2017: Data-for the collection, management, and analysis of data to better understand the impact of our work; Culture Shift-to transform the culture of shame and stigma that negatively impacts our communities to a culture where we can tell the truth of our own lives; Oregon-to expand our state-based activism and advocacy into the Pacific Northwest.

Financial Statement Notes

Part X : FIN48 Footnote

The Organization has evaluated its current tax positions as of December 31, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.

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IRS990/Desc0The goal of Forward Togethers Movement Building program is to achieve policy and culture-change victories that significantly increase the rights, recognition and resources of women and non-binary people of color and Indigenous people on issues of family recognition, community safety and healthcare access. We leverage our national network of over 200 Strong Families organizations and 90,000 individual supporters to lead civic engagement and policy advocacy, leadership development, cross-sector alliance building and culture-shift projects in our priority states of New Mexico and Oregon, as well as in multiple other states and nationally in collaboration with grassroots partners. Throughout our work, we prioritize building leadership and power with women and non-binary people of color and Indigenous people.
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IRS990/PayrollTaxesGrp/ProgramServicesAmt081548
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IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus2Amt011024
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IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0308640
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0280175
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IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt01187258
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt0141540
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt048764

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$1.08$10.7$4.20$6.39$2.19
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.55$12.9$5.30$6.67$1.36
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.80$14.3$6.66$5.70$0.96
2021Detailed filing. Detailed filing data is available for this year.$14.1$0.73$13.4$7.87$5.75$2.12
2020Detailed filing. Detailed filing data is available for this year.$12.2$1.00$11.2$8.70$5.45$3.25
2019Detailed filing. Detailed filing data is available for this year.$8.46$0.48$7.98$7.64$5.44$2.20
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.33$5.78$3.33$4.59$1.26
2017Detailed filing. Detailed filing data is available for this year.$7.30$0.26$7.04$5.39$3.81$1.58
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.25$5.46$3.68$3.17$0.50
2015Detailed filing. Detailed filing data is available for this year.$5.13$0.17$4.96$3.35$2.60$0.75
2014Detailed filing. Detailed filing data is available for this year.$4.35$0.14$4.21$4.06$2.16$1.90
2013Summary only. Only limited summary data is available for this year.$2.43$0.12$2.31$1.72$1.84$0.13
2012Summary only. Only limited summary data is available for this year.$2.52$0.08$2.44$1.63$1.56$0.07
2011Summary only. Only limited summary data is available for this year.$2.46$0.10$2.37$2.01$1.26$0.74