2025-05-13T15:54:44-05:00 2024-06-30 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2023-07-01 522242472 THE FORUM FOR YOUTH INVESTMENT FORU 2022073733 2000 PENNSYLVANIA AVE NW STE 7000 WASHINGTON DC 20006 NEIL SUMILAS CHIEF OPERATING OFFICER 2022073733 2025-05-13 1 1 X YI SHRESTHA P00837980 4107205220 2025-05-09 2023 2025-03-06 01:10:19Z X NEIL SUMILAS 2000 PENNSYLVANIA AVE NW STE 7000 WASHINGTON DC 20006 6162110 0 X WWW.FORUMFYI.ORG X 2002 DC TO ADVANCE EQUITABLE YOUTH OPPORTUNITIES AND OUTCOMES THROUGH QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS. 11 11 59 11 0 0 4271238 3189131 3729426 2895045 52188 72236 2372 3149 8055224 6159561 44000 0 0 0 4456537 4535041 0 0 216384 4904929 3202870 9405466 7737911 -1350242 -1578350 5954216 4557417 892073 1073624 5062143 3483793 OUR MISSION IS TO ADVANCE EQUITABLE YOUTH OPPORTUNITIES AND OUTCOMES THROUGH QUALITY CAPACITY BUILDING AND POLICY ACTION ACROSS SYSTEMS AND SECTORS. ALL YOUNG PEOPLE REACH THEIR FULLEST POTENTIAL - IN EDUCATION, WORK, AND LIFE. 0 0 4738835 2882969 YOUTH PROGRAM QUALITY: THE FORUM'S WEIKART CENTER FOR YOUTH PROGRAM QUALITY (YPQ) PROVIDED PUBLIC AND PRIVATE PARTNERS WITH TOOLS, ASSESSMENTS, TRAININGS, AND COACHING TO IMPROVE THE QUALITY OF YOUTH EXPERIENCES IN OUT OF SCHOOL TIME (OST) PROGRAMING FROM THE GROUND UP. OUR SIGNATURE YOUTH PROGRAM QUALITY IMPROVEMENT (YPQI) APPROACH HARNESSES THE POWER OF RESEARCH EVIDENCE AND THE EXPERIENCE OF PRACTITIONERS. OUR EVIDENCE-BASED MATERIALS AND PRACTICES ARE CUSTOMIZABLE AND SCALABLE TO OUR PARTNERS' PROGRAM TYPE, SIZE, AND SETTING. 1073494 0 CROSS SYSTEM CONSULTING: CROSS-SYSTEMS CONSULTING ENGAGES STATE SYSTEMS LEADERS TO SHAPE AND STRENGTHEN YOUTH DEVELOPMENT ECOSYSTEMS TO IMPROVE OUTCOMES FOR CHILDREN AND YOUTH. WE DO THIS BY SERVING AS A STRATEGIC THOUGHT PARTNER HONING SYSTEMS LEADERS' ABILITY TO USE DATA AND GAIN INSIGHTS ACROSS ALL OUTCOMES, ALL SYSTEMS, ALL LEADERS, AND THEN CREATE A STRATEGY AND ROADMAP FOR INTEGRATING SOLUTIONS TO MAXIMIZE IMPACT. OUR LEADERS ARE BOUNDARY SPANNING, INNOVATIVE SYSTEMS THINKERS WHO USE THEIR FULL SPHERE OF INFLUENCE TO IMPROVE OUTCOMES FOR CHILDREN & YOUTH. THEY INCLUDE: PUBLIC SYSTEMS, MULTI-SERVICE AGENCIES AND YOUTH-SERVING ORGANIZATIONS AT THE STATE LEVEL; STATE GOVERNMENTAL COORDINATING BODIES; CROSS-SECTOR PARTNERSHIPS, COALITIONS, AND NETWORKS THAT SUPPORT THEM. 710979 12076 POLICY: THE FORUM PROVIDES OPPORTUNITY FOR CONVENING AND CONNECTION AMONG ALL STAKEHOLDERS INCLUDING YOUTH, FAMILIES, COMMUNITIES, SYSTEM LEADERS, PRACTITIONERS, FUNDERS AND POLICYMAKERS. 6523308 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 69 0 1 59 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY OR WA X THE ORGANIZATION 2022073733 2000 PENNSYLVANIA AVE NW STE 7000 WASHINGTON DC 20006 BRYAN SAMUELS BOARD CHAIR AND POLICY COM 1.00 X X 0 0 0 SUZETTE L HARVEY BOARD VICE CHAIR 1.00 X X 0 0 0 LINDSAY FRYER DIRECTOR 1.00 X 0 0 0 WENDY-ANNE ROBERTS-JOHNSON DIRECTOR 1.00 X 0 0 0 KIMBERLY PHAM DIRECTOR 1.00 X 0 0 0 NICOLE YOHALEM PROGRAM COMMITTEE CHAIR 1.00 X 0 0 0 NANCY GANNON HORNBERGER DIRECTOR 1.00 X 0 0 0 DANIELLE GOONAN FINANCE COMMITTEE CHAIR 1.00 0.50 X 0 0 0 FELIPE FRANCO DIRECTOR 1.00 X 0 0 0 STEVE FLEISCHMAN DIRECTOR 1.00 0.50 X 0 0 0 CHRISTINE TAPPAN DIRECTOR 1.00 X 0 0 0 RUTH CHANDLER VP, TALENT & EQUITY 40.00 X 105595 0 7729 MISHAELA DURAN PRESIDENT AND CEO 39.50 0.50 X 248425 0 7657 TIFFANY ERICKSON EVP, STARTEGIC COMMUNICATIONS 40.00 X 167985 0 13799 KIMBERLY ROBINSON EVP, YOUTH PROGRAM QUALITY 40.00 X 171834 0 20653 TRALONNE SHORTER EVP, POLICY & GOVERNMENT AFFAIRS 40.00 X 158830 0 16151 NEIL SUMILAS CHIEF OPERATING OFFICER 39.50 0.50 X 137325 0 1380 MEGAN MCCANN VP STATE POLICY 40.00 X 47736 0 3654 MEGAN GRIMALDI VP STRATEGY 40.00 X 55238 0 54 LISA DANACZKO VP STRATEGIC GROWTH AND RESOURCE DEVELOPMENT 40.00 X 33856 0 542 DANA LEVINE KUNZMAN DIRECTOR, CROSS-SYSTEMS CONSULTING 40.00 X 104172 0 1633 DAVID MARTINEAU DIRECTOR, COACHING & TRAINING 40.00 X 110294 0 11876 SHEELARANI MAUCK DIRECTOR, EQUITABLE QUALITY IMPROVEMENT SYSTEMS 40.00 X 110600 0 3372 RONG TURNER DIRECTOR, BUDGET & FINANCE 40.00 X 127212 0 17758 SALEM VALENTINO DIRECTOR, RESEARCH & EVALUATION 40.00 X 118792 0 2261 1697894 0 108519 11 0 1 0 REID RODELL LLC 300 NEW JERSEY AVENUE SUITE 900 WASHINGTON DC 20001 EVENT MANAGEMENT CONSULTING 375849 GREIFF DEBORAH 1425 SPRUCE STREET BERKELEY CA 94709 CONSULTING STRATEGIC PLAN MILESTONE PROJ 129188 MARCUM LLP PO BOX 95000-2288 PHILADELPHIA PA 19195 ACCOUNTANT AND HR ADVISOR 118451 3 144000 1569903 1475228 3189131 CONTRACT REVENUE 900099 2627028 2627028 LICENSING FEES 900099 140750 140750 PUBLICATION AND SALES 900099 120977 120977 PROGRAM SERVICE FEES 900099 6290 6290 2895045 74785 74785 2549 -2549 -2549 -2549 MISCELLANEOUS 900099 3149 3149 3149 6159561 2895045 0 75385 X 1446380 1062520 342071 41789 2454847 2336268 4016 114563 62634 54977 5097 2560 275649 241948 22433 11268 295531 259399 24051 12081 90176 44920 42086 3170 25570 25570 57908 57908 1693175 1381383 311163 629 151 130 12 9 91317 77117 9546 4654 154076 139407 12584 2085 255255 218852 20958 15445 226473 170159 54819 1495 141042 137592 1986 1464 1250 1250 84831 72733 6965 5133 23036 23036 POSTAGE AND PRINTING 195961 193019 2942 0 IMPAIRMENT 127326 127326 0 0 MISCELLANEOUS 35323 5558 29726 39 7737911 6523308 998219 216384 1109857 834457 2079428 1422702 1051923 1049751 880000 425871 73873 127201 651043 495721 128768 155322 325323 197997 305044 344116 5954216 4557417 592751 630918 15000 0 5121 130433 279201 312273 892073 1073624 X 3078675 1828564 1983468 1655229 5062143 3483793 5954216 4557417 -1578350 0 X X 0 1 X 1 0 X 9692199 5235373 5073758 4271238 3189131 27461699 9692199 5235373 5073758 4271238 3189131 27461699 14007704 13453995 34052 25806 7293 52188 74785 194124 372 3149 3521 27659344 0.48640 0.45850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 860 0 0 860 0 PART II-B, LINE 1: THE FORUM LOBBIES CONGRESS TO SUPPORT KEY PIECES OF LEGISLATION THAT IMPROVE, ALIGN AND FUND CHILD AND YOUTH POLICIES. 651043 495721 155322 155322 DEFERRED COMPENSATION INVESTMENTS 312273 RENT DEPOSITS 25843 OTHER DEPOSITS 6000 344116 DEFERRED COMPENSATION OBLIGATIONS 312273 312273 X PART X, LINE 2: THE FORUM IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES (EXCEPT TAXES ON UNRELATED BUSINESS INCOME) UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE FORUM, HOWEVER, IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME TO THE INTERNAL REVENUE SERVICE (IRS) AND THE DISTRICT OF COLUMBIA. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR THE YEAR ENDED JUNE 30, 2024 SINCE THE FORUM HAD NO TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE INCOME TAX POSITIONS TAKEN BY THE FORUM FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE FORUM CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT IT HAS PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE FORUM BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. THE FORUM EVALUATED ITS UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. NONE OF THE FORUM'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. 1 PART I, LINE 2: THE ORGANIZATION REQUIRES RECIPIENTS TO SUBMIT REPORTS DETAILING THE OUTCOMES OF PROGRAMS AND USE OF FUNDS. 1 X X 0 1 0 0 0 0 0 0 0 MISHAELA DURAN PRESIDENT AND CEO 248425 0 0 0 0 0 7603 0 54 0 256082 0 0 0 KIMBERLY ROBINSON EVP, YOUTH PROGRAM QUALITY 171834 0 0 0 0 0 5434 0 15219 0 192487 0 0 0 TIFFANY ERICKSON EVP, STARTEGIC COMMUNICATIONS 167985 0 0 0 0 0 5104 0 8695 0 181784 0 0 0 TRALONNE SHORTER EVP, POLICY & GOVERNMENT AFFAIRS 158830 0 0 0 0 0 3528 0 12623 0 174981 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE AND BOARD ARE SENT A FINAL DRAFT VIA EMAIL FOR REVIEW PRIOR TO FILLING FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND ALL EMPLOYEES ARE REQUIRED TO ANNUALLY FILL OUT AND SIGN A DISCLOSURE. ALL EMPLOYEES RECEIVE AN EMPLOYEE HANDBOOK WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. EXECUTIVES REVIEW THE POLICY AND DISCUSS ANY POTENTIAL ISSUES, AND IF NECESSARY, WOULD TAKE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION BENCHMARKING IS PERFORMED USING PAYSCALE, WHICH IS A NATIONAL COMPENSATION AND SOFTWARE COMPANY THAT HAS 8,000 CLIENTS REPRESENTING 23 MILLION EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FORUM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 1,374,182. MANAGEMENT AND GENERAL EXPENSES 284,230. FUNDRAISING EXPENSES 121. TOTAL EXPENSES 1,658,533. RETIREMENT PLAN FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 26,243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,243. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 7,201. MANAGEMENT AND GENERAL EXPENSES 690. FUNDRAISING EXPENSES 508. TOTAL EXPENSES 8,399. CADY-LEE PROPERTIES INC 7064 EASTERN AVENUE NW WASHINGTON DC 20012 470913342 PROVIDE AFFORDABLE OFFICE SPACE TO COMMUNITY ORGANIZATIONS DC 501(C)(2) THE FORUM FOR YOUTH INVESTMENT 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 CADY-LEE PROPERTIES INC C 144000 CASH CADY-LEE PROPERTIES INC K 144000 CASH