Forward Together
- Assets
- $14.1m
- Revenue
- $7.9m
- Investments
- $0.0
- Employees
- 37
- Location
- Oakland, CA
- Founding
- 02/1999
- Data as of
- 12/2021
- EIN
- 94-3311784
Organization Overview
Forward Together is located in Oakland, CA. The organization was established in 1999. According to its NTEE Classification (E05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Health Care and related organizations. As of 12/2021, Forward Together employed 37 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Forward Together is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Forward Together generated $7.9m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 13.0% each year . All expenses for the organization totaled $5.8m during the year ending 12/2021. While expenses have increased by 12.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Forward Together has awarded 24 individual grants totaling $1,174,300. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FORWARD TOGETHER UNITES COMMUNITIES TO WIN RIGHTS, RECOGNITION AND RESOURCES FOR ALL FAMILIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE GOAL OF FORWARD TOGETHERS MOVEMENT BUILDING PROGRAM IS TO ACHIEVE POLICY AND CULTURE-CHANGE VICTORIES THAT SIGNIFICANTLY INCREASE THE RIGHTS, RECOGNITION AND RESOURCES OF WOMEN AND NON-BINARY PEOPLE OF COLOR AND INDIGENOUS PEOPLE ON ISSUES OF FAMILY RECOGNITION, COMMUNITY SAFETY AND HEALTHCARE ACCESS. WE LEVERAGE OUR NATIONAL NETWORK OF OVER 200 STRONG FAMILIES ORGANIZATIONS AND 90,000 INDIVIDUAL SUPPORTERS TO LEAD CIVIC ENGAGEMENT AND POLICY ADVOCACY, LEADERSHIP DEVELOPMENT, CROSS-SECTOR ALLIANCE 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 WITH GRASSROOTS PARTNERS. THROUGHOUT OUR WORK, WE PRIORITIZE BUILDING LEADERSHIP AND POWER WITH WOMEN AND NON-BINARY PEOPLE OF COLOR AND INDIGENOUS PEOPLE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Eveline Shen Executive Dir. | OfficerTrustee | 32 | $189,674 |
Diana Lugo-Martinez Co-Exec Dir. | OfficerTrustee | 32 | $150,664 |
Wendy Calimag Co-Exec Dir. | OfficerTrustee | 32 | $148,884 |
Edith Sargon Dep Dir Programs | 32 | $133,979 | |
Jeana Frazzini Dir Philan Partner | 32 | $115,853 | |
Jessica Collins New Mex Prg Dir | 32 | $113,095 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Amy Kathie Wu Website Design | 12/30/18 | $130,846 |
Small Hill Partners Staffing | 12/30/18 | $116,100 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $472,980 |
| All other contributions, gifts, grants, and similar amounts not included above | $7,368,014 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $7,840,994 |
| Total Program Service Revenue | $8,875 |
| Investment income | $20,025 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,868,987 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $429,723 |
| Grants and other assistance to domestic individuals. | $105,040 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $700,754 |
| Compensation of current officers, directors, key employees. | $190,641 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,580,074 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $562,282 |
| Payroll taxes | $246,378 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,106 |
| Fees for services: Accounting | $18,800 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $54,000 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $387,682 |
| Advertising and promotion | $998 |
| Office expenses | $295,264 |
| Information technology | $77,886 |
| Royalties | $0 |
| Occupancy | $169,667 |
| Travel | $46,685 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $20,984 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,429 |
| Insurance | $15,931 |
| All other expenses | $0 |
| Total functional expenses | $5,751,543 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,016,368 |
| Savings and temporary cash investments | $6,945,724 |
| Pledges and grants receivable | $755,517 |
| Accounts receivable, net | $151,097 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $118,380 |
| Net Land, buildings, and equipment | $3,038 |
| Investments—publicly traded securities | $2,085,586 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $14,075,710 |
| Accounts payable and accrued expenses | $722,596 |
| Grants payable | $0 |
| Deferred revenue | $2,878 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $725,474 |
| Net assets without donor restrictions | $10,071,618 |
| Net assets with donor restrictions | $3,278,618 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $14,075,710 |
Grants Awarded
Over the last fiscal year, Forward Together has awarded $410,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Oakland, CA PURPOSE: Lobbying | $400,000 |
Albuquerque, NM PURPOSE: Civic engagement collaboration | $10,000 |
Grants Recieved
Over the last fiscal year, we have identified 37 grants that Forward Together has recieved totaling $6,097,633.
| Awarding Organization | Amount |
|---|---|
Ford Foundation New York, NY PURPOSE: GENERAL SUPPORT AND FOR CORE SUPPORT FOR INSTITUTIONAL STRENGTHENING | $1,000,000 |
Chan Zuckerberg Initiative Foundation Palo Alto, CA PURPOSE: GENERAL OPERATING SUPPORT | $1,000,000 |
Rockefeller Philanthropy Advisors Inc New York, NY PURPOSE: GENERAL | $700,000 |
The Susan Thompson Buffett Foundation Omaha, NE PURPOSE: PROJECT SUPPORT | $463,020 |
David And Lucile Packard Foundation Los Altos, CA PURPOSE: REPRODUCTIVE HEALTH | $400,000 |
The Susan Thompson Buffett Foundation Omaha, NE PURPOSE: PROJECT SUPPORT | $338,548 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Purchaser Business Group On Health San Francisco, CA | $9,788,968 | $8,757,951 |
Valleywise Health Foundation Phoenix, AZ | $6,989,445 | $12,820,776 |
Greater Los Angeles Veterans Research And Education Institute Los Angeles, CA | $8,109,094 | $7,243,470 |
Public Health Advocates Davis, CA | $4,014,458 | $5,686,275 |
Forward Together Oakland, CA | $14,075,710 | $7,868,987 |
Multicultural Health Foundation San Diego, CA | $2,142,807 | $4,273,142 |
Carestar Foundation Berkeley, CA | $76,999,854 | $5,057,008 |
Catalyst For Payment Reform Inc Berkeley, CA | $1,107,169 | $1,728,994 |
Pacific Vision Foundation San Francisco, CA | $47,950,109 | $1,322,740 |
Dri Research Foundation Reno, NV | $3,010,646 | $1,854,412 |
Harc Inc Palm Desert, CA | $925,851 | $1,445,957 |
Healthimpact Oakland, CA | $377,738 | $874,219 |