Civic Intelligence

Forward Together

990 • Fiscal year 2019 • EIN 94-3311784

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 29, 2020

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

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.06x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$201,817

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

91st percentile

38%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

129%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$8,457,652

Up $2,350,171 (+38%) from 2018

Net Assets

Up

$7,980,149

Up $2,199,733 (+38%) from 2018

Liabilities

Up

$477,503

Up $150,438 (+46%) from 2018

Revenue

Up

$7,638,873

Up $4,304,677 (+129%) from 2018

Expenses

Up

$5,439,140

Up $846,150 (+18%) from 2018

Net Income

Up

$2,199,733

Up $3,458,527 (+275%) from 2018

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

2019

Assets$8,457,652
Liabilities$477,503
Net Assets$7,980,149

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

2019

Revenue$7,638,873
Expenses$5,439,140
Net Income$2,199,733
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 29, 2020
Return Version
2019v5.0
Gross Receipts
$7,659,673
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
Pledges and Grants Receivable$415,000$2,530,000▲ $2,115,000
Savings and Temporary Cash Investments$2,390,800$2,428,140▲ $37,340
Investments in Publicly Traded Securities$2,017,252$2,059,464▲ $42,212
Cash and Non-Interest-Bearing Accounts$1,143,141$1,229,495▲ $86,354
Prepaid Expenses and Deferred Charges$106,574$172,285▲ $65,711
Accounts Receivable$24,387$30,371▲ $5,984
Land, Buildings, and Equipment, Net$10,327$7,897▼ $2,430
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,107,481$8,457,652▲ $2,350,171
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$320,369$477,503▲ $157,134
Deferred Revenue$6,696--
Total Liabilities$327,065$477,503▲ $150,438
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,435,872$4,682,751▲ $2,246,879
Net Assets Without Donor Restrictions$3,344,544$3,297,398▼ $47,146
Total Net Assets Fund Balance$5,780,416$7,980,149▲ $2,199,733
Total Liabilities and Net Assets / Fund Balance$6,107,481$8,457,652▲ $2,350,171

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$7,897$6,682$14,579
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eveline ShenPresident/E.D.FT$180,911$20,906$201,817
Kalpana KrishnamurthyPolicy DirectorFT$109,271$18,802$128,073
Jeana FrazziniPartnerships DirectorFT$106,375$12,976$119,351
Wendy CaligmagDeputy DirectorFT$105,250$13,121$118,371
Erin MaloneCommunications DirectorFT$102,587$8,972$111,559

Board Members and Trustees

NameTitle
Rosie AbriamBoard Chair
Latonya SlackDirector
deet SargonDirector
Shiree TengSecretary
Liza FuentesTreasurer
Yee Won ChongTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Duende Creative IncConsulting/Design535 Mission St Fl 14, San Francisco, CA 94105$112,907
Revenue and Support

Revenue Composition

Contributions and Grants
$7,438,521
Program Service Revenue
$130,276
Investment Income
$45,426
Other Revenue
$24,650
All Other Contributions
$7,438,521
Change in Net Assets
$2,199,733

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 Traded5$1,498,987Fair Market Value (FMV)
Total Noncash Contributions5$1,498,987-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,638,873
Revenue Not Reported on Form 990
$20,800
Total Revenue per Audited Statements
$7,659,673
Total Revenue per Form 990
$7,638,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,153,407
Other Expenses$1,955,783
Total Fundraising Expense$612,800
Grants and Similar Amounts Paid$274,100
Professional Fundraising Fees$55,850

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,271,466$669,929$285,332$2,226,727
Fees for Services Other$368,944$227,400$30,908$627,252
Travel$551,287$36,770$21,606$609,663
Other Employee Benefits$293,842$151,746$67,134$512,722
Occupancy$176,803$62,648$33,769$273,220
Office Expenses$168,148$37,222$30,712$236,082
Grants to Domestic Orgs$218,400--$218,400
Payroll Taxes$121,452$60,509$28,068$210,029
Current Officers, Directors, Trustees, and Key Employees$132,554$30,589$40,786$203,929
Information Technology$51,979$27,226$8,536$87,741
Fees for Services Professional Fundraising--$55,850$55,850
Grants to Domestic Individuals$55,700--$55,700
Fees for Services Legal$4,533$28,341-$32,874
Fees for Services Accounting-$17,184-$17,184
Insurance$7,988$4,135$1,789$13,912
Conferences and Meetings$8,227$3,301$1,007$12,535
Advertising$7,419$3,433$564$11,416
Other Expenses$5,503$4,247$6,423$4,247
Depreciation Depletion$1,409$705$316$2,430
Total Functional Expenses$3,452,390$1,373,950$612,800$5,439,140

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,459,940
Expenses per Audited Statements$5,439,140
Total Expenses per Form 990$5,439,140
Expenses Not Reported on Form 990$20,800
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Forward Together ActionOakland, CA501c4Program support$170,000
NM Asian Family CenterAlbuquerque, NM-NMAFC NM Together for Healthcare$7,000
9to5 Ntnl Assoc Work WomenMilwaukee, WI501c3Mamas Day Partners$6,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$55,850
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
Sojeila SilvaFormer BoardContract servicesNo$63,225

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 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 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

During 2019 the Organization decided that they would perform a compensation study during the 2020 year for all employees, including the Executive Director, to establish updated compensation levels. The study will put together an analysis of salary and benefits across similar organizations while also looking at organization structure and staffing levels.

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

During 2019 the Organization decided that they would perform a compensation study during the 2020 year for all employees, including the Executive Director, to establish updated compensation levels. The study will put together an analysis of salary and benefits across similar organizations while also looking at organization structure and staffing levels.

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

Upon request.

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
Wendy Calimag
Title
Director Operations
Signed
2020-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eveline Shen
Formed
1999
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
40
Volunteers
100

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

During 2019 the Organization helped form a social welfare organization 501 c(4) Forward Together Action to help support program activities.

Financial Statement Notes

Part X : FIN48 Footnote

The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2019 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Sublease expenses $20800

Part XII, Line 2D: Other expenses and losses per audited F/S

Sublease expenses $20800

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Partnerships Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt3Deputy Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04089
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03208599

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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