Form 990 for tax year 2023
Filed by FAMILIES FORWARD CHARLOTTE INC.
Totals
- Total revenue
- $1,324,806
- Total expenses
- $1,207,629
- Contributions and grants received
- $1,127,458
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $14,220
- Other revenue
- $183,128
- Total assets, end of year
- $843,267
- Total liabilities, end of year
- $244,963
- Net assets or fund balances, end of year
- $598,304
- Program services expenses (Part IX)
- $884,315
- Management and general expenses
- $81,260
- Fundraising expenses
- $242,054
- Program service expenses (Part III)
- $884,315
Program services were 73.2% 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.
-
1c · Fundraising events
$32,679
-
1f · All other contributions, gifts and grants
$1,094,779
-
1g · Noncash contributions included above
$138,586
-
3 · Investment income
total $14,220 · excluded $14,220
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$187,030
-
8a · Fundraising events: contributions included on line 1c
$32,679
-
8b · Fundraising events: direct expenses
$6,894
-
8c · Net income from fundraising events
total $180,136
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Divvy Rewards
total $2,992 · related or exempt $2,992
-
11e · Other revenue, total
$2,992
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $71,084 · program services $31,988 · management and general $10,663 · fundraising $28,433
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $394,392 · program services $261,551 · management and general $37,282 · fundraising $95,559
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $13,094 · program services $8,257 · management and general $1,349 · fundraising $3,488
-
10 · Payroll taxes
total $36,312 · program services $22,899 · management and general $3,740 · fundraising $9,673
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $9,610 · program services $3,360 · management and general $6,250
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $11,564 · management and general $11,564
-
24a · Other expenses: Family success program
total $407,101 · program services $407,101
-
24b · Other expenses: Events & Fundraising
total $86,695 · fundraising $86,695
-
24c · Other expenses: Facilities & equipment
total $64,106 · program services $64,106
-
24d · Other expenses: STEPS program
total $35,269 · program services $35,269
-
24e · All other expenses
total $78,402 · program services $49,784 · management and general $10,412 · fundraising $18,206
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $163,506 · end of year $197,934
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $7,500 · end of year $12,500
-
4 · Accounts receivable
beginning of year $3,902 · end of year $2,767
-
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
beginning of year $5,455 · end of year $1,995
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $321,652 · end of year $410,872
-
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
beginning of year $270,684 · end of year $217,199
-
17 · Accounts payable and accrued expenses
beginning of year $19,737 · end of year $25,830
-
25 · Other liabilities
beginning of year $271,835 · end of year $219,133
-
27 · Net assets without donor restrictions
beginning of year $371,581 · end of year $551,914
-
28 · Net assets with donor restrictions
beginning of year $109,546 · end of year $46,390
Mission and programs · 2023
Mission
Families Forward Charlotte partners with families living in poverty in Mecklenburg County, NC. We provide individualized mentoring, educational opportunities and essential support as we walk alongside each family on their journey toward long-term stability and economic mobility.
-
Family Success Local area schools refer families in need of additional basic care items and aide in identifying community resources to the Organization. Throughout the year, the Organization provides customized Essentials Baskets filled with toiletries and household goods. Financial assistance is provided to families based on their individual needs. Each family within the program is provided a Family Liaison (a volunteer mentor) who works with the families, one-on-one, during the year to guide them to life-long stability. The mentoring process includes assisting the family in setting personal goals and then connecting them to existing community resources to aide them in achieving those goals. In addition to working with families 4-6 hours per month, participating families are required to attend monthly workshops hosted by the Organization on topics to boost their life-skills and knowledge of community resources including, but not limited to, financial literacy, and job-related skills.
Expenses $820,932
-
STEPS ProgramCovers living expenses and provides support for Family Success Program graduates as they go back to school to complete their GED and post-secondary degree/certificate.
Expenses $35,269
-
Weekend Food PacksThe Organization provides weekend food packs to children living in food-insecure households. The packs provide weekend and holiday meals when the children lack access to meals provided through their local school.
Expenses $18,212
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carrie Christian
Executive Dir.
- Total calculated
- $71,084
- From this org
- $66,624
- From related orgs
- $0
- Other
- $4,460
- Hours/week
- 45
-
Nadine Morgan
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Jazmin Hazbun
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jason Reinfried
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
David Privitera
Director
- Total calculated
- $0
- Hours/week
- 2
-
Elaine Brown
Director
- Total calculated
- $0
- Hours/week
- 1
-
Raj Merchant
Director
- Total calculated
- $0
- Hours/week
- 1
-
Telitha Hight
President
- Total calculated
- $0
- Hours/week
- 3
-
Carrie Graham
Director
- Total calculated
- $0
- Hours/week
- 1
-
Travluss Mickens
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jack Lange
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Niki Koesel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Phil Toupin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Simpson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Deja Coney
Director
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443119349303409
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