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Nonprofiteer
← FWDUS EDUCATION FUND INC

Form 990 for tax year 2023

Filed by FWDUS EDUCATION FUND INC.

Totals

Total revenue
$8,790,570
Total expenses
$17,073,154
Contributions and grants received
$8,590,000
Grants paid
$6,531,130
Program services expenses (Part IX)
$14,308,694
Management and general expenses
$2,150,783
Fundraising expenses
$613,677
Program service expenses (Part III)
$14,308,694

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID PLOUFFE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CANDICE JONES

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • ANDREW PINCUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • LORELLA PRAELI

    DIRECTOR

    Total calculated
    $40,834
    From this org
    $16,250
    From related orgs
    $24,584
    Other
    $0
    Hours/week
    2 + 4 related

  • JORDAN FOX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • TODD SCHULTE

    PRESIDENT

    Total calculated
    $505,809
    From this org
    $193,850
    From related orgs
    $267,137
    Other
    $44,822
    Hours/week
    21 + 29 related

    Schedule J breakdown matched by us

    Base
    $193,850 + $265,137 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $5,551 + $7,649 related
    Nontaxable benefits
    $13,297 + $18,325 related
    Filer's total
    $212,698 + $293,111 related

  • ALIDA GARCIA

    VP OF ADVOCACY & SECRETARY

    Total calculated
    $401,054
    From this org
    $149,610
    From related orgs
    $201,873
    Other
    $49,571
    Hours/week
    21 + 29 related

    Schedule J breakdown matched by us

    Base
    $149,610 + $194,873 related
    Bonus
    $0 + $7,000 related
    Other
    $0
    Deferred
    $6,804 + $9,181 related
    Nontaxable benefits
    $14,296 + $19,290 related
    Filer's total
    $170,710 + $230,344 related

  • BINA SURGEON

    COO & TREASURER

    Total calculated
    $239,086
    From this org
    $89,239
    From related orgs
    $125,251
    Other
    $24,596
    Hours/week
    21 + 19 related

    Schedule J breakdown matched by us

    Base
    $89,239 + $123,251 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $6,369 + $8,939 related
    Nontaxable benefits
    $3,864 + $5,424 related
    Filer's total
    $99,472 + $139,614 related

  • ZOE TOWNS

    SR DIR OF CRIMINAL JUSTICE REF

    Total calculated
    $429,371
    From this org
    $163,784
    From related orgs
    $223,509
    Other
    $42,078
    Hours/week
    17 + 23 related

    Schedule J breakdown matched by us

    Base
    $163,784 + $219,009 related
    Bonus
    $0 + $4,500 related
    Other
    $0
    Deferred
    $8,351 + $11,397 related
    Nontaxable benefits
    $9,443 + $12,887 related
    Filer's total
    $181,578 + $247,793 related

  • CHRISTOPHER COGER

    HEAD OF TECHNOLOGY

    Total calculated
    $310,888
    From this org
    $111,275
    From related orgs
    $156,699
    Other
    $42,914
    Hours/week
    17 + 23 related

    Schedule J breakdown matched by us

    Base
    $111,275 + $151,199 related
    Bonus
    $0 + $5,500 related
    Other
    $0
    Deferred
    $8,024 + $11,299 related
    Nontaxable benefits
    $9,796 + $13,795 related
    Filer's total
    $129,095 + $181,793 related

  • TIFFANY LAWRENCE

    CHIEF HR OFFICER

    Total calculated
    $274,429
    From this org
    $97,693
    From related orgs
    $137,135
    Other
    $39,601
    Hours/week
    17 + 23 related

    Schedule J breakdown matched by us

    Base
    $97,693 + $135,135 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $7,067 + $9,920 related
    Nontaxable benefits
    $9,408 + $13,206 related
    Filer's total
    $114,168 + $160,261 related

  • ELISSA JOHNSON

    VP OF CRIMINAL JUSTICE REF

    Total calculated
    $237,981
    From this org
    $42,964
    From related orgs
    $170,975
    Other
    $24,042
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $42,964 + $168,975 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $3,055 + $12,157 related
    Nontaxable benefits
    $1,773 + $7,057 related
    Filer's total
    $47,792 + $190,189 related

  • MARK DELICH

    VP GOV RELATIONS

    Total calculated
    $330,574
    From this org
    $14,201
    From related orgs
    $264,754
    Other
    $51,619
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $14,201 + $252,754 related
    Bonus
    $0 + $12,000 related
    Other
    $0
    Deferred
    $965 + $17,983 related
    Nontaxable benefits
    $1,663 + $31,008 related
    Filer's total
    $16,829 + $313,745 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART II
AS REFLECTED ON SCHEDULE R., FWD.US EDUCATION FUND, INC. SHARES PAID EMPLOYEES WITH FWD.US, INC., A RELATED 501(C)(4) TAX-EXEMPT ORGANIZATION, PURSUANT TO A SHARED SERVICES AGREEMENT BETWEEN THE TWO ORGANIZATIONS. FWD.US, INC. ACTS AS A COMMON PAYMASTER FOR CERTAIN EMPLOYEES OF THE TWO ORGANIZATIONS. CERTAIN EMPLOYEES ALLOCATE THEIR TIME BETWEEN THE TWO ORGANIZATIONS, AND FWD.US EDUCATION FUND, INC. REIMBURSES FWD.US, INC. FOR FWD.US EDUCATION FUND, INC.'S ALLOCABLE SHARE OF SALARY AND BENEFITS EXPENSE. FWD.US EDUCATION FUND, INC. HAS REPORTED THE COMPENSATION AND BENEFITS ATTRIBUTABLE TO IT ON ROW(I) OF THIS SCHEDULE. COMPENSATION ATTRIBUTABLE TO FWD.US, INC. IS REPORTED ON ROW(II) OF THIS SCHEDULE.
PART I LINE 3
FWD.US EDUCATION FUND, INC.'S BOARD OF DIRECTORS REVIEWED AND APPROVED THE PRESIDENT'S SALARY AFTER CONSIDERING EXECUTIVE SALARY LEVELS AT COMPARABLE ORGANIZATIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423209349305932

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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