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Nonprofiteer
← THE FORUM FOR YOUTH INVESTMENT

Form 990 for tax year 2022

Filed by THE FORUM FOR YOUTH INVESTMENT.

Totals

Total revenue
$8,055,224
Total expenses
$9,405,466
Contributions and grants received
$4,271,238
Grants paid
$44,000
Program service revenue
$3,729,426
Investment income
$52,188
Other revenue
$2,372
Total assets, end of year
$5,954,216
Total liabilities, end of year
$892,073
Net assets or fund balances, end of year
$5,062,143
Program services expenses (Part IX)
$7,024,072
Management and general expenses
$2,329,728
Fundraising expenses
$51,666
Program service expenses (Part III)
$7,024,072

Program services were 74.7% 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

    $248,097

  • 1e · Government grants (contributions)

    $550,000

  • 1f · All other contributions, gifts and grants

    $3,473,141

  • 2a · Program service revenue: CONTRACT REVENUE

    total $3,042,773 · related or exempt $3,042,773

  • 2b · Program service revenue: PROGRAM SERVICE FEES

    total $466,559 · related or exempt $466,559

  • 2c · Program service revenue: PUBLICATION AND SALES

    total $121,844 · related or exempt $121,844

  • 2d · Program service revenue: LICENSING FEES

    total $98,250 · related or exempt $98,250

  • 3 · Investment income

    total $52,188 · excluded $52,188

  • 11a · Other revenue: MISCELLANEOUS

    total $2,372 · excluded $2,372

  • 11e · Other revenue, total

    $2,372

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $44,000 · program services $44,000

  • 5 · Compensation of officers, directors and key employees

    total $677,900 · program services $413,521 · management and general $231,272 · fundraising $33,107

  • 7 · Other salaries and wages

    total $3,082,356 · program services $2,500,016 · management and general $571,581 · fundraising $10,759

  • 8 · Pension plan contributions

    total $70,445 · program services $55,996 · management and general $14,032 · fundraising $417

  • 9 · Other employee benefits

    total $353,635 · program services $274,411 · management and general $75,576 · fundraising $3,648

  • 10 · Payroll taxes

    total $272,201 · program services $208,283 · management and general $60,428 · fundraising $3,490

  • 11a · Fees: management

    total $285,013 · program services $89,643 · management and general $195,370

  • 11b · Fees: legal

    total $13,463 · management and general $13,463

  • 11c · Fees: accounting

    total $32,874 · management and general $32,874

  • 11g · Fees: other

    total $1,817,854 · program services $1,540,531 · management and general $277,323

  • 12 · Advertising and promotion

    total $9,594 · program services $9,594

  • 13 · Office expenses

    total $66,434 · program services $44,302 · management and general $22,132

  • 14 · Information technology

    total $180,255 · program services $163,499 · management and general $16,756

  • 16 · Occupancy

    total $392,708 · program services $392,708

  • 17 · Travel

    total $403,975 · program services $397,690 · management and general $6,040 · fundraising $245

  • 19 · Conferences, conventions and meetings

    total $577,572 · program services $557,130 · management and general $20,442

  • 22 · Depreciation, depletion and amortization

    total $60,984 · program services $60,984

  • 23 · Insurance

    total $19,139 · program services $19,139

  • 24a · Other expenses: LOSS FROM DISCONTINUED

    total $777,617 · management and general $777,617

  • 24b · Other expenses: POSTAGE AND PRINTING

    total $159,890 · program services $159,870 · management and general $20

  • 24c · Other expenses: IMPAIRMENT

    total $80,489 · program services $80,489 · management and general $0

  • 24d · Other expenses: MISCELLANEOUS

    total $27,068 · program services $12,266 · management and general $14,802

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,450,518 · end of year $1,109,857

  • 2 · Savings and temporary cash investments

    beginning of year $2,826,992 · end of year $2,079,428

  • 3 · Pledges and grants receivable

    beginning of year $1,307,862 · end of year $1,051,923

  • 4 · Accounts receivable

    beginning of year $1,000,481 · end of year $880,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $77,922 · end of year $73,873

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

    $623,386

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

    $494,618

  • 10c · Land, buildings and equipment, net

    beginning of year $130,120 · end of year $128,768

  • 14 · Intangible assets

    beginning of year $405,812 · end of year $325,323

  • 15 · Other assets

    beginning of year $281,768 · end of year $305,044

  • 17 · Accounts payable and accrued expenses

    beginning of year $665,868 · end of year $592,751

  • 18 · Grants payable

    end of year $15,000

  • 19 · Deferred revenue

    beginning of year $148,276 · end of year $5,121

  • 25 · Other liabilities

    beginning of year $254,946 · end of year $279,201

  • 27 · Net assets without donor restrictions

    beginning of year $3,623,726 · end of year $3,078,675

  • 28 · Net assets with donor restrictions

    beginning of year $2,788,659 · end of year $1,983,468

Mission and programs · 2022

Mission

OUR WORK IS GUIDED BY OUR STRATEGIC PLAN - STRONGER SYSTEMS, STRONGER YOUTH - AND ANCHORED IN OUR VISION THAT ALL YOUNG PEOPLE REACH THEIR FULLEST POTENTIAL - IN EDUCATION, WORK, AND LIFE. BY FOCUSING ON QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS. THE FORUM CONNECTS LEADERS IN YOUTH DEVELOPMENT TO THE RESOURCES AND SERVICES THEY NEED TO CREATE EQUITABLE OPPORTUNITIES AND OUTCOMES FOR ALL YOUNG PEOPLE. OUR CORE PRIORITIES ARE FOCUSED IN THREE BROAD AREAS:1. IMPROVING PROGRAM QUALITY IN YOUTH DEVELOPMENT SYSTEMS, LEVERAGING CONTINUOUS QUALITY IMPROVEMENT TOOLS, RESOURCES, AND FRAMEWORKS ALONG WITH RESEARCH AND EVALUATION.2. BUILDING PRACTITIONER AND SYSTEM LEADER CAPACITY, PROVIDING CONSULTATION, TRAINING, AND TECHNICAL ASSISTANCE AND CO-DESIGNING INNOVATIVE SOLUTIONS THAT SUPPORT POSITIVE YOUTH DEVELOPMENT.3. CONVENING THE YOUTH DEVELOPMENT ECOSYSTEM TO SHARE POLICY, IDENTIFYING GAPS AND BUILDING RELATIONSHIPS TO ADVANCE A YOUTH POLICY AGENDA.

Activities or mission (Part I)

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

  • YOUTH PROGRAM QUALITY (F/K/A STRENGTHENING PRACTICES AND PROGRAMS):THE FORUM IS EXPANDING ITS IMPLEMENTATION OF THE YOUTH PROGRAM QUALITY IMPROVEMENT (YPQI) APPROACH AND CONTINUOUS QUALITY IMPROVEMENT (CQI) SYSTEMS BEYOND OUT-OF-SCHOOL TIME (OST) PROGRAMS. BASED ON ITS LONG-STANDING EXPERTISE AND EXPERIENCE, THE FORUM DEPLOYS BOTH PROGRAM QUALITY TOOLS AND EVALUATION SERVICES ACROSS THE YOUTH DEVELOPMENT FIELD.

    Expenses $4,232,146 · Revenue $3,361,311

  • CROSS SYSTEM CONSULTING (F/K/A PLANNING AND PARTNERSHIP FOR IMPACT):THE FORUM DESIGNS AND IMPLEMENTS NEW AND IMPROVED STRATEGIES TO SUPPORT POSITIVE YOUTH DEVELOPMENT THROUGH CONSULTATION, TRAINING AND TECHNICAL ASSISTANCE FOR SYSTEMS LEADERS AND PRACTITIONERS. TO PROVIDE MORE ACTIONABLE GUIDANCE, THE FORUM SERVES AS A COLLABORATOR AND ADVISOR TO SYSTEMS LEADERS AND PRACTITIONERS IN THE FIELD.

    Expenses $1,439,664 · Revenue $251,274

  • POLICY (F/K/A IMPROVING AND ALIGNING POLICIES):PROMOTING CROSS-SYSTEM COLLABORATION AND ENABLING A UNIFIED FRONT ON POLICY DECISIONS. THE FORUM PROVIDES OPPORTUNITIES FOR CONVENING AND CONNECTION AMONG ALL STAKEHOLDERS, INCLUDING YOUTH, FAMILIES, COMMUNITIES, SYSTEM LEADERS, PRACTITIONERS, FUNDERS, AND POLICYMAKERS.

    Expenses $1,352,262 · Grants $44,000 · Revenue $116,841

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bryan Samuels

    BOARD CHAIR AND POLICY COMMITTE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Suzette L Harvey

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • W David Stevens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • 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

  • Ericka Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thaddeus Ferber

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $133,976
    From this org
    $120,987
    From related orgs
    $0
    Other
    $12,989
    Hours/week
    40

  • Tiffany Erickson

    EVP, STRATEGIC COMMUNICATIONS

    Total calculated
    $141,223
    From this org
    $133,842
    From related orgs
    $0
    Other
    $7,381
    Hours/week
    40

  • Kimberly Robinson

    EVP, YOUTH PROGRAM QUALITY

    Total calculated
    $178,661
    From this org
    $160,285
    From related orgs
    $0
    Other
    $18,376
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,285
    Bonus
    $0
    Other
    $0
    Deferred
    $5,128
    Nontaxable benefits
    $13,248
    Filer's total
    $178,661

  • Mishaela Duran

    PRESIDENT AND CEO

    Total calculated
    $241,054
    From this org
    $235,000
    From related orgs
    $0
    Other
    $6,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,000
    Bonus
    $0
    Other
    $0
    Deferred
    $6,000
    Nontaxable benefits
    $54
    Filer's total
    $241,054

  • Caitlin Johnson

    CREATIVE DIRECTOR, SPARKACTION

    Total calculated
    $152,809
    From this org
    $126,910
    From related orgs
    $0
    Other
    $25,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,910
    Bonus
    $0
    Other
    $0
    Deferred
    $4,219
    Nontaxable benefits
    $21,680
    Filer's total
    $152,809

  • Jo Ann Paanio

    DIRECTOR, ADVOCACY

    Total calculated
    $115,466
    From this org
    $112,370
    From related orgs
    $0
    Other
    $3,096
    Hours/week
    40

  • Rong Turner

    DIRECTOR, BUDGET & FINANCE

    Total calculated
    $141,944
    From this org
    $123,222
    From related orgs
    $0
    Other
    $18,722
    Hours/week
    40

  • David Martineau

    DIRECTOR, COACHING & TRAINING

    Total calculated
    $125,564
    From this org
    $114,398
    From related orgs
    $0
    Other
    $11,166
    Hours/week
    40

  • Joseph Bertoletti

    VICE PRESIDENT

    Total calculated
    $156,105
    From this org
    $131,273
    From related orgs
    $0
    Other
    $24,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,273
    Bonus
    $0
    Other
    $0
    Deferred
    $4,088
    Nontaxable benefits
    $20,744
    Filer's total
    $156,105

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

  • IOWA DEPARTMENT OF HUMAN RIGHTS

    $35,000

    TO SUPPORT READINESS PROJECTS

  • MINNEAPOLIS YOUTH COORDINATING BOARD

    $9,000

    TO SUPPORT READINESS PROJECTS

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
2022
Filed
5 March 2024
IRS schema version
2022v5.0
Source object
202410789349300801

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