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Nonprofiteer
← FORWARD TOGETHER

Form 990 for tax year 2022

Filed by FORWARD TOGETHER.

Totals

Total revenue
$6,659,901
Total expenses
$5,700,654
Contributions and grants received
$6,627,665
Grants paid
$97,808
Program service revenue
$1,100
Investment income
$14,167
Other revenue
$16,969
Total assets, end of year
$15,087,213
Total liabilities, end of year
$803,101
Net assets or fund balances, end of year
$14,284,112
Program services expenses (Part IX)
$4,015,851
Management and general expenses
$1,009,009
Fundraising expenses
$675,794
Program service expenses (Part III)
$4,015,851

Program services were 70.4% 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.

  • 1f · All other contributions, gifts and grants

    $6,627,665

  • 2a · Program service revenue: Consulting

    total $1,100 · related or exempt $1,100

  • 3 · Investment income

    total $14,167 · excluded $14,167

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $41,554

  • 6b · Less rental expenses

    real property $41,554

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Other

    total $16,969 · excluded $16,969

  • 11e · Other revenue, total

    $16,969

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $38,633 · program services $38,633

  • 2 · Grants to domestic individuals

    total $56,975 · program services $56,975

  • 3 · Grants to foreign organizations and individuals

    total $2,200 · program services $2,200

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $589,093 · program services $301,384 · management and general $277,734 · fundraising $9,975

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,605,621 · program services $2,000,252 · management and general $196,372 · fundraising $408,997

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $542,639 · program services $417,562 · management and general $40,046 · fundraising $85,031

  • 10 · Payroll taxes

    total $259,700 · program services $188,951 · management and general $35,727 · fundraising $35,022

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $3,123 · program services $1,565 · management and general $1,558

  • 11c · Fees: accounting

    total $71,680 · management and general $71,680

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $37,075 · fundraising $37,075

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $536,299 · program services $313,923 · management and general $221,951 · fundraising $425

  • 12 · Advertising and promotion

    total $17 · program services $7 · management and general $10

  • 13 · Office expenses

    total $266,866 · program services $235,088 · management and general $25,374 · fundraising $6,404

  • 14 · Information technology

    total $110,131 · program services $80,128 · management and general $15,151 · fundraising $14,852

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $392,965 · program services $285,911 · management and general $54,060 · fundraising $52,994

  • 17 · Travel

    total $104,213 · program services $67,990 · management and general $15,304 · fundraising $20,919

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $22,936 · program services $8,335 · management and general $12,051 · fundraising $2,550

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $2,077 · management and general $2,077

  • 23 · Insurance

    total $24,636 · management and general $24,636

  • 24a · Other expenses: Other

    total $33,775 · program services $16,947 · management and general $15,278 · fundraising $1,550

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,016,368 · end of year $3,650,957

  • 2 · Savings and temporary cash investments

    beginning of year $6,945,724 · end of year $6,956,122

  • 3 · Pledges and grants receivable

    beginning of year $755,517 · end of year $1,926,265

  • 4 · Accounts receivable

    beginning of year $151,097 · end of year $252,032

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $118,380 · end of year $185,857

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

    $14,579

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

    $13,971

  • 10c · Land, buildings and equipment, net

    beginning of year $3,038 · end of year $608

  • 11 · Investments: publicly traded securities

    beginning of year $2,085,586 · end of year $2,064,337

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $51,035

  • 17 · Accounts payable and accrued expenses

    beginning of year $722,596 · end of year $745,626

  • 19 · Deferred revenue

    beginning of year $2,878

  • 25 · Other liabilities

    end of year $57,475

  • 27 · Net assets without donor restrictions

    beginning of year $10,071,618 · end of year $9,559,921

  • 28 · Net assets with donor restrictions

    beginning of year $3,278,618 · end of year $4,724,191

Mission and programs · 2022

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.

  • The 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.

    Expenses $4,015,851 · Grants $97,808 · Revenue $1,100

As filed on the 2022 return.

Listed in Part VII

  • Diana Lugo-Martinez

    Co-Exec Dir.

    Total calculated
    $223,900
    From this org
    $191,534
    From related orgs
    $0
    Other
    $32,366
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $191,534
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $32,366
    Filer's total
    $223,900

  • Wendy Calimag

    Co-Exec Dir/Sec

    Total calculated
    $199,511
    From this org
    $182,084
    From related orgs
    $0
    Other
    $17,427
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $182,084
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $17,427
    Filer's total
    $199,511

  • Eveline Shen

    Former Executive Director

    Total calculated
    $194,410
    From this org
    $158,915
    From related orgs
    $0
    Other
    $35,495
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $158,915
    Deferred
    not reported
    Nontaxable benefits
    $35,495
    Filer's total
    $194,410

  • Christine Pauley

    Deputy Dir. of Ops

    Total calculated
    $165,459
    From this org
    $141,803
    From related orgs
    $0
    Other
    $23,656
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $141,803
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $23,656
    Filer's total
    $165,459

  • Jessica Collins

    New Mex Prg Dir

    Total calculated
    $164,461
    From this org
    $131,264
    From related orgs
    $0
    Other
    $33,197
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $131,264
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $33,197
    Filer's total
    $164,461

  • Rosa Yadira Ortiz

    Co-Dir Development

    Total calculated
    $153,700
    From this org
    $121,065
    From related orgs
    $0
    Other
    $32,635
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $121,065
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $32,635
    Filer's total
    $153,700

  • Edith Sargon

    Dep Dir Programs

    Total calculated
    $143,017
    From this org
    $132,148
    From related orgs
    $0
    Other
    $10,869
    Hours/week
    32

  • Jennifer Vu

    Finance Dir.

    Total calculated
    $136,789
    From this org
    $98,530
    From related orgs
    $0
    Other
    $38,259
    Hours/week
    32

  • Jeana Frazzini

    Co-Dir Development

    Total calculated
    $136,493
    From this org
    $121,777
    From related orgs
    $0
    Other
    $14,716
    Hours/week
    32

  • Raj Hajela

    Finance Dir.

    Total calculated
    $28,893
    From this org
    $22,593
    From related orgs
    $0
    Other
    $6,300
    Hours/week
    32

  • Latonya Slack

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Yee Won Chong

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Rosie Abriam

    Board Member

    Total calculated
    $0
    Hours/week
    1

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

  • 1a · Payments for business use of a personal residence
  • 1b · Written policy on the line-1a expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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 I, Line 1a: Relevant information in regards to selections on 1a.
Forward Together pays every employee a home office stipend ($75/month, primarily for home office internet costs) and cell-phone stipend ($50/month, for use of personal phone for business).

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

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202343059349302639

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

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