Totals
- Total revenue
- $5,301,248
- Total expenses
- $6,665,852
- Contributions and grants received
- $5,146,777
- Grants paid
- $316,244
- Program service revenue
- $0
- Investment income
- $79,626
- Other revenue
- $74,845
- Total assets, end of year
- $13,441,584
- Total liabilities, end of year
- $548,148
- Net assets or fund balances, end of year
- $12,893,436
- Program services expenses (Part IX)
- $5,110,173
- Management and general expenses
- $725,981
- Fundraising expenses
- $829,698
- Program service expenses (Part III)
- $5,110,173
Program services were 76.7% 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.
-
1f · All other contributions, gifts and grants
$5,146,777
-
3 · Investment income
total $29,174 · related or exempt $29,174
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $117 · related or exempt $117
-
6a · Gross rents
real property $4,395
-
6b · Less rental expenses
real property $4,395
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $50,452
-
7c · Gain or loss
securities $50,452
-
7d · Net gain or loss
total $50,452 · related or exempt $50,452
-
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: Convenings Revenue
total $6,200 · related or exempt $6,200
-
11b · Other revenue: Other revenue
total $466 · related or exempt $466
-
11c · Other revenue: Reimbursable Income
total $68,062 · related or exempt $68,062
-
11e · Other revenue, total
$74,728
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $45,025 · program services $45,025
-
2 · Grants to domestic individuals
total $271,219 · program services $271,219
-
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 $738,926 · program services $566,475 · management and general $80,477 · fundraising $91,974
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,796,227 · program services $2,143,643 · management and general $304,539 · fundraising $348,045
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $579,143 · program services $443,982 · management and general $63,075 · fundraising $72,086
-
10 · Payroll taxes
total $264,550 · program services $202,809 · management and general $28,812 · fundraising $32,929
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $48,776 · program services $37,393 · management and general $5,312 · fundraising $6,071
-
11c · Fees: accounting
total $41,261 · program services $31,631 · management and general $4,494 · fundraising $5,136
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $1,044,691 · program services $800,881 · management and general $113,778 · fundraising $130,032
-
12 · Advertising and promotion
total $4,640 · program services $3,557 · management and general $505 · fundraising $578
-
13 · Office expenses
total $110,610 · program services $84,796 · management and general $12,046 · fundraising $13,768
-
14 · Information technology
total $204,786 · program services $156,993 · management and general $22,303 · fundraising $25,490
-
15 · Royalties
total $0
-
16 · Occupancy
total $41,758 · program services $32,013 · management and general $4,547 · fundraising $5,198
-
17 · Travel
total $250,904 · program services $192,348 · management and general $27,326 · fundraising $31,230
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $17,092 · program services $13,103 · management and general $1,862 · fundraising $2,127
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $51,643 · program services $39,591 · management and general $5,624 · fundraising $6,428
-
23 · Insurance
total $16,417 · program services $12,585 · management and general $1,788 · fundraising $2,044
-
24a · Other expenses: Participant Stipends
total $82,567 · management and general $38,531 · fundraising $44,036
-
24b · Other expenses: Other expenses
total $32,299 · program services $24,761 · management and general $3,518 · fundraising $4,020
-
24c · Other expenses: Stipend to Other Organizations
total $13,707 · management and general $6,397 · fundraising $7,310
-
24d · Other expenses: Membership/sponsorhip
total $9,611 · program services $7,368 · management and general $1,047 · fundraising $1,196
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,650,957 · end of year $1,523,384
-
2 · Savings and temporary cash investments
beginning of year $6,956,122 · end of year $2,977,808
-
3 · Pledges and grants receivable
beginning of year $1,926,265 · end of year $2,664,442
-
4 · Accounts receivable
beginning of year $252,032 · end of year $107,687
-
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 $185,857 · end of year $72,052
-
10a · Land, buildings and equipment: cost or other basis
$14,579
-
10b · Land, buildings and equipment: accumulated depreciation
$14,579
-
10c · Land, buildings and equipment, net
beginning of year $608 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,064,337 · end of year $6,096,211
-
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 $51,035 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $745,626 · end of year $548,148
-
25 · Other liabilities
beginning of year $57,475
-
27 · Net assets without donor restrictions
beginning of year $9,559,921 · end of year $7,767,489
-
28 · Net assets with donor restrictions
beginning of year $4,724,191 · end of year $5,125,947
Mission and programs · 2023
Mission
Forward Together unites communities to win rights, recognition and resources for allfamilies.We transform culture and policy to work for all of us nationwide. Since ourfounding in 1989, we have continually fought to dismantle the ways our Society marginalizes us based on race, sexuality, and gender. Today, we build courage andfoster connection among our multi-racial community of changemakers to secure therights, recognition and resources all families need to thrive.
Activities or mission (Part I)
Forward Together unites communities to win rights, recognition and resources for allfamilies.We transform culture and policy to work for all of us nationwide. Since ourfounding in 1989, we have continually fought to dismantle the ways our societymarginalizes us based on race, sexuality, and gender. Today, we build courage andfoster connection among our multi-racial community of changemakers to secure therights, recognition and resources all families need to thrive.
-
The goal of Forward Togethers Movement Building program is to achieve policy andculture-change victories that significantly increase the rights, recognition andresources of women and non-binary people of color and Indigenous people on issues offamily recognition, community safety and healthcare access. We leverage our nationalnetwork of over 200 Strong Families organizations and 90,000 individual supporters to lead civic engagement and policy advocacy, leadership development, cross-sectoralliance 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 withgrassroots partners. Throughout our work, we prioritize building leadership and power with women and non-binary people of color and Indigenous people.
Expenses $5,110,173 · Grants $316,244
As filed on the 2023 return.
Listed in Part VII
-
Diana Lugo-MartinezDIANA LUGO-MARTINEZ
CO-EXEC DIR.
- Total calculated
- $210,665
- From this org
- $167,400
- From related orgs
- $0
- Other
- $43,265
- Hours/week
- 32 + 4 related
Schedule J breakdown matched by us
- Base
- $167,400
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $43,265
- Filer's total
- $210,665
-
Wendy CalimagWENDY CALIMAG
CO-EXEC DIR/SEC
- Total calculated
- $196,232
- From this org
- $169,157
- From related orgs
- $0
- Other
- $27,075
- Hours/week
- 32 + 4 related
Schedule J breakdown matched by us
- Base
- $169,157
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $27,075
- Filer's total
- $196,232
-
Christine PauleyCHRISTINE PAULEY
Deputy Dir. ops
- Total calculated
- $187,664
- From this org
- $147,923
- From related orgs
- $0
- Other
- $39,741
- Hours/week
- 32 + 4 related
Schedule J breakdown matched by us
- Base
- $147,923
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $39,741
- Filer's total
- $187,664
-
Rosa Yadira Ortiz
Co-Dir Development
- Total calculated
- $162,006
- From this org
- $118,559
- From related orgs
- $0
- Other
- $43,447
- Hours/week
- 32
Schedule J breakdown matched by us
- Base
- $118,559
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $43,447
- Filer's total
- $162,006
-
Jessica Collins
New Mex Prg Dir
- Total calculated
- $153,001
- From this org
- $113,933
- From related orgs
- $0
- Other
- $39,068
- Hours/week
- 32
Schedule J breakdown matched by us
- Base
- $113,933
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $39,068
- Filer's total
- $153,001
-
Jennifer VuJENNIFER VU
Dir. of Finance
- Total calculated
- $144,365
- From this org
- $103,191
- From related orgs
- $0
- Other
- $41,174
- Hours/week
- 32
-
Eveline Shen
Former Executive Director
- Total calculated
- $99,105
- From this org
- $79,437
- From related orgs
- $0
- Other
- $19,668
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $79,437
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $19,668
- Filer's total
- $99,105
-
Latonya Slack
Board Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Yee Won ChongYEE 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
- 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
- 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
-
$20,000
NM Together for Healthcare Campaign
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.
-
501(c)(4) · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413199349319036
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.