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Nonprofiteer
← CITY FORWARD COLLECTIVE INC

Form 990 for tax year 2024

Filed by CITY FORWARD COLLECTIVE INC.

Totals

Total revenue
$4,213,458
Total expenses
$2,657,455
Contributions and grants received
$3,838,914
Grants paid
$480,000
Program service revenue
$159,114
Investment income
$214,812
Other revenue
$618
Total assets, end of year
$8,108,478
Total liabilities, end of year
$144,489
Net assets or fund balances, end of year
$7,963,989
Program services expenses (Part IX)
$2,237,791
Management and general expenses
$272,439
Fundraising expenses
$147,225
Program service expenses (Part III)
$2,237,791

Program services were 84.2% 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.

  • 1f · All other contributions, gifts and grants

    $3,838,914

  • 2a · Program service revenue: COST SHARING CONTRACT REVENUE

    total $142,868 · related or exempt $142,868

  • 2b · Program service revenue: INTEREST ON LOANS RECEIVABLE

    total $16,246 · related or exempt $16,246

  • 3 · Investment income

    total $180,329 · excluded $180,329

  • 7a · Gross sales of assets other than inventory

    securities $6,880,595

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

    securities $6,846,112

  • 7c · Gain or loss

    securities $34,483

  • 7d · Net gain or loss

    total $34,483 · excluded $34,483

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $618 · excluded $618

  • 11e · Other revenue, total

    $618

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $480,000 · program services $480,000

  • 5 · Compensation of officers, directors and key employees

    total $220,761 · program services $196,477 · management and general $8,830 · fundraising $15,454

  • 7 · Other salaries and wages

    total $524,709 · program services $409,304 · management and general $52,306 · fundraising $63,099

  • 8 · Pension plan contributions

    total $5,883 · program services $4,283 · management and general $753 · fundraising $847

  • 9 · Other employee benefits

    total $75,231 · program services $60,948 · management and general $6,271 · fundraising $8,012

  • 10 · Payroll taxes

    total $49,684 · program services $40,333 · management and general $4,097 · fundraising $5,254

  • 11b · Fees: legal

    total $4,375 · program services $3,384 · management and general $787 · fundraising $204

  • 11c · Fees: accounting

    total $38,374 · program services $29,684 · management and general $6,905 · fundraising $1,785

  • 11d · Fees: lobbying

    total $225,000 · program services $225,000

  • 11f · Fees: investment management

    total $16,321 · management and general $16,321

  • 11g · Fees: other

    total $745,486 · program services $603,471 · management and general $112,615 · fundraising $29,400

  • 12 · Advertising and promotion

    total $19,605 · program services $13,612 · management and general $2,862 · fundraising $3,131

  • 13 · Office expenses

    total $26,032 · program services $13,808 · management and general $8,024 · fundraising $4,200

  • 14 · Information technology

    total $35,204 · program services $23,540 · management and general $8,275 · fundraising $3,389

  • 16 · Occupancy

    total $52,119 · program services $42,737 · management and general $4,458 · fundraising $4,924

  • 17 · Travel

    total $51,528 · program services $48,372 · management and general $1,334 · fundraising $1,822

  • 19 · Conferences, conventions and meetings

    total $21,892 · program services $20,551 · management and general $567 · fundraising $774

  • 22 · Depreciation, depletion and amortization

    total $1,399 · program services $971 · management and general $205 · fundraising $223

  • 23 · Insurance

    total $18,307 · program services $12,710 · management and general $2,673 · fundraising $2,924

  • 24a · Other expenses: CREDIT LOSS EXPENSE

    total $33,526 · management and general $33,526

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $11,166 · program services $7,753 · management and general $1,630 · fundraising $1,783

  • 24c · Other expenses: PROGRAM SUPPLIES

    total $853 · program services $853

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $485,726 · end of year $558,382

  • 2 · Savings and temporary cash investments

    beginning of year $108,772 · end of year $10,695

  • 3 · Pledges and grants receivable

    beginning of year $519,028 · end of year $984,072

  • 4 · Accounts receivable

    beginning of year $189,967 · end of year $158,012

  • 7 · Other notes and loans receivable

    beginning of year $732,537 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,737 · end of year $12,976

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

    $6,995

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

    $4,897

  • 10c · Land, buildings and equipment, net

    beginning of year $3,497 · end of year $2,098

  • 11 · Investments: publicly traded securities

    beginning of year $4,333,790 · end of year $6,346,095

  • 15 · Other assets

    beginning of year $68,286 · end of year $36,148

  • 17 · Accounts payable and accrued expenses

    beginning of year $196,987 · end of year $109,971

  • 25 · Other liabilities

    beginning of year $66,742 · end of year $34,518

  • 27 · Net assets without donor restrictions

    beginning of year $5,677,583 · end of year $5,379,916

  • 28 · Net assets with donor restrictions

    beginning of year $519,028 · end of year $2,584,073

Mission and programs · 2024

Mission

CFC'S MISSION IS TO SECURE THE FUTURE OF MILWAUKEE AND ITS INSTITUTIONS, ECONOMY, AND QUALITY OF LIFE BY ENDING EDUCATIONAL INEQUITY AND ENSURING EVERY CHILD HAS THE OPPORTUNITY TO ATTEND A HIGH-QUALITY SCHOOL.

Activities or mission (Part I)

CITY FORWARD COLLECTIVE'S (CFC) MISSION IS TO SECURE THE FUTURE OF MILWAUKEE AND ITS INSTITUTIONS, ECONOMY, AND QUALITY OF LIFE BY ENDING EDUCATIONAL INEQUITY AND ENSURING EVERY CHILD HAS THE OPPORTUNITY TO ATTEND A HIGH-QUALITY SCHOOL.

  • ECOSYSEM TRANSFORMATION (FORMERLY HIGH-QUALITY SCHOOLS) - STRATEGICALLY INVEST AND CHANNEL PHILANTHROPIC DOLLARS TO EXPAND EXISTING HIGH-QUALITY SCHOOLS, INCUBATE NEW SCHOOLS, AND IMPROVE PROMISING SCHOOLS. IN 2021 THIS ALSO INCLUDED PROVIDING GRANTS AND ADDITIONAL RESOURCES AND SUPPORT TO SCHOOLS TO ASSIST WITH COVID-19 RESPONSE.

    Expenses $497,933 · Grants $30,000 · Revenue $16,246

  • STAKEHOLDER ENGAGEMENT AND MOBILIZATION (FORMERLY FAMILY AND COMMUNITY ORGANIZING AND COMMUNITY - INFORMED POLICY) - FACILITATE SUSTAINED FAMILY AND COMMUNITY ORGANIZING TO BUILD A MOVEMENT OF MILWAUKEE PARENTS AND OTHER RESIDENTS WHO UNDERSTAND AND ADVOCATE FOR QUALITY SCHOOLS ACROSS MILWAUKEE. ADVOCATE FOR LOCAL AND STATE POLICIES AND SYSTEMS THAT ELIMINATE EDUCATIONAL INEQUITIES AND ENSURE HIGH-QUALITY SCHOOLS THRIVE; MOBILIZE "GRASSROOT" COMMUNITIES AND CREATE COALITIONS WITH "GRASSTOP" LEADERS TO ACHIEVE POSITIVE CHANGE.

    Expenses $1,001,384 · Grants $450,000

  • POLICY AND ADVOCACY - THIS PROGRAM WORKS FOR FURTHER THE ORGANIZATION'S CHARITABLE MISSION BY ADVANCING PUBLIC POLICIES THAT ARE RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE.

    Expenses $369,352 · Revenue $142,868

  • POLICY AND DATA - TO INFORM THE COMMUNITY THROUGH INSIGHTFUL AND INCISIVE POLICY AND DATA ANALYSIS BY PUBLISHING REGULAR POLICY BELIEFS, ANNUAL STATE OF MILWAUKEE EDUCATION REPORTS, AND OTHER ANALYSIS; AND PROVIDING ONLINE DATA TOOLS FOR FAMILIES TO MAKE INFORMED DECISIONS ABOUT THEIR CHILD'S SCHOOL.

    Expenses $369,122

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Joe Gessner

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Timothy Sheehy

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Robert Arzbaecher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Aldana

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tomas Clasen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lafayette Crump

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hans Dawson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Hernandez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leslie Dixon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Kellner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donald Layden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kameelah Shaheed-Diallo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Radke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Austin Ramirez

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Colleston Morgan Jr

    EXECUTIVE DIRECTOR

    Total calculated
    $217,348
    From this org
    $209,651
    From related orgs
    $0
    Other
    $7,697
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,651
    Bonus
    $0
    Other
    $0
    Deferred
    $6,300
    Nontaxable benefits
    $1,397
    Filer's total
    $217,348

  • Spencer Schien

    SENIOR DIRECTOR-STRATEGIC INVESTMENTS

    Total calculated
    $130,713
    From this org
    $120,951
    From related orgs
    $0
    Other
    $9,762
    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

  • 3 · Written employment contract

Answered no

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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
24 March 2026
IRS schema version
2024v5.5
Source object
202611219349302076

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

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