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Nonprofiteer
← THE FORUM FOR YOUTH INVESTMENT

Form 990 for tax year 2023

Filed by THE FORUM FOR YOUTH INVESTMENT.

Totals

Total revenue
$6,159,561
Total expenses
$7,737,911
Contributions and grants received
$3,189,131
Grants paid
$0
Program service revenue
$2,895,045
Investment income
$72,236
Other revenue
$3,149
Total assets, end of year
$4,557,417
Total liabilities, end of year
$1,073,624
Net assets or fund balances, end of year
$3,483,793
Program services expenses (Part IX)
$6,523,308
Management and general expenses
$998,219
Fundraising expenses
$216,384
Program service expenses (Part III)
$6,523,308

Program services were 84.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $144,000

  • 1e · Government grants (contributions)

    $1,569,903

  • 1f · All other contributions, gifts and grants

    $1,475,228

  • 2a · Program service revenue: CONTRACT REVENUE

    total $2,627,028 · related or exempt $2,627,028

  • 2b · Program service revenue: LICENSING FEES

    total $140,750 · related or exempt $140,750

  • 2c · Program service revenue: PUBLICATION AND SALES

    total $120,977 · related or exempt $120,977

  • 2d · Program service revenue: PROGRAM SERVICE FEES

    total $6,290 · related or exempt $6,290

  • 3 · Investment income

    total $74,785 · excluded $74,785

  • 7b · Less cost or other basis and sales expenses

    other assets $2,549

  • 7c · Gain or loss

    other assets -$2,549

  • 7d · Net gain or loss

    total -$2,549 · excluded -$2,549

  • 11a · Other revenue: MISCELLANEOUS

    total $3,149 · excluded $3,149

  • 11e · Other revenue, total

    $3,149

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,446,380 · program services $1,062,520 · management and general $342,071 · fundraising $41,789

  • 7 · Other salaries and wages

    total $2,454,847 · program services $2,336,268 · management and general $4,016 · fundraising $114,563

  • 8 · Pension plan contributions

    total $62,634 · program services $54,977 · management and general $5,097 · fundraising $2,560

  • 9 · Other employee benefits

    total $275,649 · program services $241,948 · management and general $22,433 · fundraising $11,268

  • 10 · Payroll taxes

    total $295,531 · program services $259,399 · management and general $24,051 · fundraising $12,081

  • 11a · Fees: management

    total $90,176 · program services $44,920 · management and general $42,086 · fundraising $3,170

  • 11b · Fees: legal

    total $25,570 · management and general $25,570

  • 11c · Fees: accounting

    total $57,908 · management and general $57,908

  • 11g · Fees: other

    total $1,693,175 · program services $1,381,383 · management and general $311,163 · fundraising $629

  • 12 · Advertising and promotion

    total $151 · program services $130 · management and general $12 · fundraising $9

  • 13 · Office expenses

    total $91,317 · program services $77,117 · management and general $9,546 · fundraising $4,654

  • 14 · Information technology

    total $154,076 · program services $139,407 · management and general $12,584 · fundraising $2,085

  • 16 · Occupancy

    total $255,255 · program services $218,852 · management and general $20,958 · fundraising $15,445

  • 17 · Travel

    total $226,473 · program services $170,159 · management and general $54,819 · fundraising $1,495

  • 19 · Conferences, conventions and meetings

    total $141,042 · program services $137,592 · management and general $1,986 · fundraising $1,464

  • 20 · Interest

    total $1,250 · management and general $1,250

  • 22 · Depreciation, depletion and amortization

    total $84,831 · program services $72,733 · management and general $6,965 · fundraising $5,133

  • 23 · Insurance

    total $23,036 · management and general $23,036

  • 24a · Other expenses: POSTAGE AND PRINTING

    total $195,961 · program services $193,019 · management and general $2,942 · fundraising $0

  • 24b · Other expenses: IMPAIRMENT

    total $127,326 · program services $127,326 · management and general $0 · fundraising $0

  • 24c · Other expenses: MISCELLANEOUS

    total $35,323 · program services $5,558 · management and general $29,726 · fundraising $39

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,109,857 · end of year $834,457

  • 2 · Savings and temporary cash investments

    beginning of year $2,079,428 · end of year $1,422,702

  • 3 · Pledges and grants receivable

    beginning of year $1,051,923 · end of year $1,049,751

  • 4 · Accounts receivable

    beginning of year $880,000 · end of year $425,871

  • 9 · Prepaid expenses and deferred charges

    beginning of year $73,873 · end of year $127,201

  • 10a · Land, buildings and equipment: cost or other basis

    $651,043

  • 10b · Land, buildings and equipment: accumulated depreciation

    $495,721

  • 10c · Land, buildings and equipment, net

    beginning of year $128,768 · end of year $155,322

  • 14 · Intangible assets

    beginning of year $325,323 · end of year $197,997

  • 15 · Other assets

    beginning of year $305,044 · end of year $344,116

  • 17 · Accounts payable and accrued expenses

    beginning of year $592,751 · end of year $630,918

  • 18 · Grants payable

    beginning of year $15,000 · end of year $0

  • 19 · Deferred revenue

    beginning of year $5,121 · end of year $130,433

  • 25 · Other liabilities

    beginning of year $279,201 · end of year $312,273

  • 27 · Net assets without donor restrictions

    beginning of year $3,078,675 · end of year $1,828,564

  • 28 · Net assets with donor restrictions

    beginning of year $1,983,468 · end of year $1,655,229

Mission and programs · 2023

Mission

OUR MISSION IS TO ADVANCE EQUITABLE YOUTH OPPORTUNITIES AND OUTCOMES THROUGH QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS. ALL YOUNG PEOPLE REACH THEIR FULLEST POTENTIAL - IN EDUCATION, WORK, AND LIFE.

Activities or mission (Part I)

TO ADVANCE EQUITABLE YOUTH OPPORTUNITIES AND OUTCOMES THROUGH QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS.

  • YOUTH PROGRAM QUALITY: THE FORUM'S WEIKART CENTER FOR YOUTH PROGRAM QUALITY (YPQ) PROVIDED PUBLIC AND PRIVATE PARTNERS WITH TOOLS, ASSESSMENTS, TRAININGS, AND COACHING TO IMPROVE THE QUALITY OF YOUTH EXPERIENCES IN OUT OF SCHOOL TIME (OST) PROGRAMING FROM THE GROUND UP. OUR SIGNATURE YOUTH PROGRAM QUALITY IMPROVEMENT (YPQI) APPROACH HARNESSES THE POWER OF RESEARCH EVIDENCE AND THE EXPERIENCE OF PRACTITIONERS. OUR EVIDENCE-BASED MATERIALS AND PRACTICES ARE CUSTOMIZABLE AND SCALABLE TO OUR PARTNERS' PROGRAM TYPE, SIZE, AND SETTING.

    Expenses $4,738,835 · Revenue $2,882,969

  • CROSS SYSTEM CONSULTING: CROSS-SYSTEMS CONSULTING ENGAGES STATE SYSTEMS LEADERS TO SHAPE AND STRENGTHEN YOUTH DEVELOPMENT ECOSYSTEMS TO IMPROVE OUTCOMES FOR CHILDREN AND YOUTH. WE DO THIS BY SERVING AS A STRATEGIC THOUGHT PARTNER HONING SYSTEMS LEADERS' ABILITY TO USE DATA AND GAIN INSIGHTS ACROSS ALL OUTCOMES, ALL SYSTEMS, ALL LEADERS, AND THEN CREATE A STRATEGY AND ROADMAP FOR INTEGRATING SOLUTIONS TO MAXIMIZE IMPACT. OUR LEADERS ARE BOUNDARY SPANNING, INNOVATIVE SYSTEMS THINKERS WHO USE THEIR FULL SPHERE OF INFLUENCE TO IMPROVE OUTCOMES FOR CHILDREN & YOUTH. THEY INCLUDE: PUBLIC SYSTEMS, MULTI-SERVICE AGENCIES AND YOUTH-SERVING ORGANIZATIONS AT THE STATE LEVEL; STATE GOVERNMENTAL COORDINATING BODIES; CROSS-SECTOR PARTNERSHIPS, COALITIONS, AND NETWORKS THAT SUPPORT THEM.

    Expenses $1,073,494

  • POLICY: THE FORUM PROVIDES OPPORTUNITY FOR CONVENING AND CONNECTION AMONG ALL STAKEHOLDERS INCLUDING YOUTH, FAMILIES, COMMUNITIES, SYSTEM LEADERS, PRACTITIONERS, FUNDERS AND POLICYMAKERS.

    Expenses $710,979 · Revenue $12,076

As filed on the 2023 return.

Listed in Part VII

  • Bryan Samuels

    BOARD CHAIR AND POLICY COM

    Total calculated
    $0
    Hours/week
    1

  • Suzette L Harvey

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lindsay Fryer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wendy-Anne Roberts-Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Pham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Yohalem

    PROGRAM COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Gannon Hornberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Danielle Goonan

    FINANCE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Felipe Franco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Fleischman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Christine Tappan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ruth Chandler

    VP, TALENT & EQUITY

    Total calculated
    $113,324
    From this org
    $105,595
    From related orgs
    $0
    Other
    $7,729
    Hours/week
    40

  • Mishaela Duran

    PRESIDENT AND CEO

    Total calculated
    $256,082
    From this org
    $248,425
    From related orgs
    $0
    Other
    $7,657
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $248,425
    Bonus
    $0
    Other
    $0
    Deferred
    $7,603
    Nontaxable benefits
    $54
    Filer's total
    $256,082

  • Tiffany Erickson

    EVP, STARTEGIC COMMUNICATIONS

    Total calculated
    $181,784
    From this org
    $167,985
    From related orgs
    $0
    Other
    $13,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,985
    Bonus
    $0
    Other
    $0
    Deferred
    $5,104
    Nontaxable benefits
    $8,695
    Filer's total
    $181,784

  • Kimberly Robinson

    EVP, YOUTH PROGRAM QUALITY

    Total calculated
    $192,487
    From this org
    $171,834
    From related orgs
    $0
    Other
    $20,653
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,834
    Bonus
    $0
    Other
    $0
    Deferred
    $5,434
    Nontaxable benefits
    $15,219
    Filer's total
    $192,487

  • Tralonne Shorter

    EVP, POLICY & GOVERNMENT AFFAIRS

    Total calculated
    $174,981
    From this org
    $158,830
    From related orgs
    $0
    Other
    $16,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,830
    Bonus
    $0
    Other
    $0
    Deferred
    $3,528
    Nontaxable benefits
    $12,623
    Filer's total
    $174,981

  • Neil Sumilas

    CHIEF OPERATING OFFICER

    Total calculated
    $138,705
    From this org
    $137,325
    From related orgs
    $0
    Other
    $1,380
    Hours/week
    39.5 + 0.5 related

  • Megan McCann

    VP STATE POLICY

    Total calculated
    $51,390
    From this org
    $47,736
    From related orgs
    $0
    Other
    $3,654
    Hours/week
    40

  • Megan Grimaldi

    VP STRATEGY

    Total calculated
    $55,292
    From this org
    $55,238
    From related orgs
    $0
    Other
    $54
    Hours/week
    40

  • Lisa Danaczko

    VP STRATEGIC GROWTH AND RESOURCE DEVELOPMENT

    Total calculated
    $34,398
    From this org
    $33,856
    From related orgs
    $0
    Other
    $542
    Hours/week
    40

  • Dana Levine Kunzman

    DIRECTOR, CROSS-SYSTEMS CONSULTING

    Total calculated
    $105,805
    From this org
    $104,172
    From related orgs
    $0
    Other
    $1,633
    Hours/week
    40

  • David Martineau

    DIRECTOR, COACHING & TRAINING

    Total calculated
    $122,170
    From this org
    $110,294
    From related orgs
    $0
    Other
    $11,876
    Hours/week
    40

  • Sheelarani Mauck

    DIRECTOR, EQUITABLE QUALITY IMPROVEMENT SYSTEMS

    Total calculated
    $113,972
    From this org
    $110,600
    From related orgs
    $0
    Other
    $3,372
    Hours/week
    40

  • Rong Turner

    DIRECTOR, BUDGET & FINANCE

    Total calculated
    $144,970
    From this org
    $127,212
    From related orgs
    $0
    Other
    $17,758
    Hours/week
    40

  • Salem Valentino

    DIRECTOR, RESEARCH & EVALUATION

    Total calculated
    $121,053
    From this org
    $118,792
    From related orgs
    $0
    Other
    $2,261
    Hours/week
    40

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, and on a Form 990-PF Part VIII's — 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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

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

No itemized grants to organizations on this return.

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.

  • CADY-LEE PROPERTIES INC

    501(C)(2) · PROVIDE AFFORDABLE OFFICE SPACE TO COMMUNITY ORGANIZATIONS · DC · controlled entity

    Directly controlled by THE FORUM FOR YOUTH INVESTMENT

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349308212

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