Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 791,235 | 1,682,466 | 4,591,955 | 3,016,125 | 14,367,624 | 24,449,405 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 791,235 | 1,682,466 | 4,591,955 | 3,016,125 | 14,367,624 | 24,449,405 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 15,097,444 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 9,351,961 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 791,235 | 1,682,466 | 4,591,955 | 3,016,125 | 14,367,624 | 24,449,405 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 41,574 | 24,388 | 12,330 | 38,492 | 5,889 | 122,673 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 9,329 | 16,285 | 13,264 | 2,191 | 3,839 | 44,908 |
| 11 | Total support. Add lines 7 through 10 | 24,616,986 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | IN 2017, CENTER FOR SOCIAL INCLUSION(CSI) BECAME A SUBSIDIARY ORGANIZATION OF RACE FORWARD. BOTH ORGANIZATIONS ALIGNED THEIR PROGRAM AREAS, WHICH INCLUDE INSTITUTIONAL AND SECTORAL CHANGE, POLICY STRATEGIES, MOVEMENT AND CAPACITY BUILDING, AND RESEARCH, IMPACT PLANNING AND EVALUATION. WE HAVE BEEN FOCUSED ON PROGRAM INTEGRATION ACROSS BOTH ORGANIZATIONS, RESPONDING TO THE DEMANDS OF THE CURRENT POLITICAL MOMENT, AND EXPANDING OUR ALREADY SIGNIFICANT PORTFOLIOS COLLECTIVELY. LISTED BELOW ARE SOME KEY ACCOMPLISHMENTS IN 2017. MOVEMENT AND CAPACITY BUILDING FACING RACE DETROIT BASED LOCAL COORDINATOR, CHARLES BELL, WAS HIRED AND BEGAN WORKING IN SEPTEMBER. FIRST HOST COMMITTEE HELD, LED BY THE DETROIT BASED LOCAL COORDINATOR, WITH OVER 25 PEOPLE IN ATTENDANCE. $50,000 SPONSORSHIP SECURED FROM THE KRESGE FOUNDATION FACING RACE SITE LAUNCH PREPARED AND EXECUTED SMOOTHLY. TRAINING AND CONSULTING RESPONDED TO TWO MAJOR RFPS FOR OVER $150,000 EACH WITH VERA INSTITUTE OF JUSTICE AND EARTH JUSTICE. WORK WOULD BE CONDUCTED THROUGHOUT 2018 AND ENGAGE TEAMS ACROSS THE PROGRAMMATIC DEPARTMENTS. WE HAVE MADE IT INTO THE FINAL ROUNDS OF INTERVIEWS AND REFERENCE CHECKING FOR BOTH THESE SELECTION PROCESSES. PROJECTED TO SECURE A NEW CONTRACT WITH THE NATIONAL EDUCATION ASSOCIATION BUILDING UPON THE CURRENT ONE FROM SEPTEMBER THROUGH DECEMBER 2017. THE 2018 CONTRACT IS CURRENTLY IN THE DESIGN PHASE FOR THE SCOPE OF WORK. THIS CONTRACT SHOULD BE FINALIZED AND SIGNED BY EOY 2017. THE SCHEDULE AND SITE CITIES FOR OUR OPEN TO THE PUBLIC TRAININGS KNOW AS BUILDING RACIAL EQUITY: FOUNDATIONS HAS BEEN DESIGNED AND MADE LIVE ON OUR WEBSITE. IT IS OUR MOST AMBITIOUS PLAN FOR THESE OFFERINGS TO DATE. REVENUES FROM THESE TRAININGS ARE PROJECTED AT ABOUT $100,000 AND ARE ALSO A CLIENT ENGAGEMENT STRATEGY. WE EXPECT TO TRAIN 600 700 INDIVIDUALS THROUGH THIS PROCESS. MASS FREEDOM MOVEMENT BUILDING STRATEGY THE FIRST FRED TALK WAS HELD ON OCTOBER 21ST AT THE WNYC STUDIOS IN MANHATTAN. THE SPEAKERS HAD ENGAGED IN TRAINING AND COACHING FOR THE EVENT SINCE EARLY AUGUST. THEY CONDUCTED OUTREACH FOR THE AUDIENCE. THE EVENT, WHICH WAS FREE AND OPEN TO THE PUBLIC SOLD OUT TICKETS A WEEK BEFORE THE EVENT. THE SPEAKERS WERE FORMER POLITICAL PRISONER AND BLACK PANTHER PARTY LEADER SEKOU ODINGA, ROKSANA MUN FROM DESIS RISING UP AND MOVING AND JORGE GONZALEZ FROM ABOUT FACE: VETERANS AGAINST THE WAR. AUTHOR MICHELLE ALEXANDER WAS THE HEADLINE SPEAKER. MOVEMENT AND CAPACITY BUILDING TEAM MEMBERS PROVIDED FRAMING AND AUDIENCE PARTICIPATION EXERCISES TO ROOT THE FRED TALKS IN OUR RACIAL JUSTICE ANALYSIS. THE EVENT WAS OVERWHELMINGLY SUCCESSFUL. RESEARCH, IMPACT PLANNING AND EVALUATION WORKFORCE DEVELOPMENT CURRENTLY COMPLETING OUR "READINESS ASSESSMENT" REPORTS OF THREE WORKFORCE DEVELOPMENT ORGANIZATIONS IN DIFFERENT PARTS OF THE COUNTRY (NEW YORK CITY, KENTUCKY, AND MICHIGAN) TO IDENTIFY KEY OPPORTUNITIES FOR THE EXPANDED USE OF A RACIAL EQUITY LENS IN THEIR INTERNAL AND EXTERNAL WORK. THESE REPORTS BUILD OFF EXTENSIVE INTERVIEWS AND SURVEYS. DESIGNED A "READINESS ASSESSMENT" TOOL (BUILDING FROM THE RECENT RESTORE OAKLAND WORK, SEE BELOW) TO SUPPORT THE DEVELOPMENT OF ORGANIZATIONS IN INTEGRATING RACIAL EQUITY INTO OPERATIONS. EXCEEDED REGISTRANT GOALS FOR NOV. 15-16 CONVENING OF WORKFORCE DEVELOPMENT LEADERS (APPROXIMATELY 45 AND 30 PARTICIPANTS, RESPECTIVELY FOR BUILDING RACIAL EQUITY TRAINING ON DAY 1, AND FRAMING WITH RACIAL EQUITY LENS TRAINING ON DAY 2). THE TWO-DAY CONVENING OF WORKFORCE DEVELOPMENT LEADERS, INCLUDING MEMBERS OF GARE NETWORK, PROVIDED A BUILDING RACIAL EQUITY WORKSHOP, ALONG WITH A SUPPLEMENTAL WORKSHOP ON COMMUNICATIONS. RESTORE OAKLAND PARTNERED WITH ROC TO DESEGREGATE TWO WELL-KNOWN EMPLOYERS IN THE BAY AREA (OUTCOMES INCLUDE INCREASED HIRING AND PROMOTION OF WORKERS OF COLOR AT HIGHER WAGE POSITIONS, GREATER WAGE PARITY, AND DEVELOPMENT OF PUBLICLY-FACING INDUSTRY LEADERS). CONDUCTED A TRAINING FOR TRAINERS AND ON-GOING COACHING TO DEVELOP ROCS NEW NATIONAL CONSULTING FIRM STAFF AND SEATTLE PROGRAM STAFF. PUBLISHED ADDING RACIAL EQUITY TO THE MENU - AN EQUITY TOOLKIT FOR RESTAURANT EMPLOYERS (NOV 6TH RELEASE DATE). AN EVENT HIGHLIGHTING THE RELEASE OF THE REPORT WAS ATTENDED BY OVER THIRTY PEOPLE REPRESENTING RESTAURANT OWNERS, MEDIA, GOVERNMENT AND ADVOCACY GROUPS. A KEY PROJECT PARTNER, RESTAURANT OWNER DANIEL PATTERSON, COMMUNICATED UNPROMPTED MANY OF OUR KEY CONCEPTS, INCLUDING THE IMPORTANCE OF SYSTEMIC-LEVEL SOLUTIONS AS OPPOSED TO INDIVIDUAL-LEVEL SOLUTIONS. WE WERE PLEASED THAT THREE RESTAURANT EMPLOYERS ENTHUSIASTICALLY COMMITTED TO USE THE TOOLKIT IN THEIR OWN ESTABLISHMENTS. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON APRIL 20, 2017, THE BOARD OF DIRECTORS OF RACE FORWARD PASSED A RESOLUTION TO FORM A STRATEGIC AFFILIATION WITH CENTER FOR SOCIAL INCLUSION, INC. (CSI), WHICH BECAME EFFECTIVE JULY 1, 2017. RACE FORWARD ENTERED INTO A MEMO OF UNDERSTANDING WITH CSI THAT SET THE PROPOSED CONDITIONS FOR THIS STRATEGIC AFFILIATION. TO IMPLEMENT THE STRUCTURE, RACE FORWARD BECAME THE SOLE MEMBER OF CSI, WITH THE POWER TO APPOINT AND ELECT DIRECTORS AND ALL SUCH OTHER POWERS AND RIGHTS PROVIDED FOR UNDER NEW YORK STATE LAW. THE PROGRAMS DEVELOPED BY CSI TO ADDRESS RACIAL INEQUITIES WITHIN SPECIFIC ISSUE AREAS AND/OR SECTORS WILL CONTINUE UNDER THE STRATEGIC AFFILIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE AND EXECUTIVE DIRECTOR REVIEW THE PREPARED PRELIMINARY DRAFT OF THE FORM 990. AFTER THEIR REVIEW AND APPROVAL, A FINAL DRAFT IS CIRCULATED TO THE FULL BOARD OF DIRECTORS AND A COMMENT PERIOD OF AT LEAST ONE-WEEK IS ALLOWED FOR QUESTIONS OR COMMENTS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS COMPLETE CONFLICT OF INTEREST POLICY STATEMENTS ANNUALLY. THE EXECUTIVE DIRECTOR AND THE BOARD CHAIR(S) TRACK ANY POTENTIAL CONFLICTS. WHEN POTENTIAL CONFLICTS ARE IDENTIFIED, THEY ARE DISCLOSED TO THE FULL BOARD OF DIRECTORS AND THE POTENTIALLY CONFLICTED DIRECTOR IS EXCUSED FROM ALL RELATED CONVERSATIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT MEMBERS OF THE BOARD, WITHOUT THE EXECUTIVE DIRECTOR'S PARTICIPATION, DO A COMPENSATION REVIEW AS PART OF THE E D'S YEARLY PERFORMANCE EVALUATION. THEY EXAMINE PUBLISHED DATA ON NON-PROFIT SALARIES TO DETERMINE COMPARABLE COMPENSATION LEVELS. THE RESULTS OF THE REVIEW ARE THEN DISCUSSED WITH THE E D AND A FINAL COMPENSATION RECOMMENDATION IS APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | RACE FORWARD'S FORM 990 AND YEARLY AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. REQUESTS FOR ALL OTHER DOCUMENTS ARE MADE ON A CASE-BY-CASE BASIS. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 453,041. MANAGEMENT AND GENERAL EXPENSES 191,317. FUNDRAISING EXPENSES 33,335. TOTAL EXPENSES 677,693. PAYROLL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,063. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,063. |
| Software ID: | |
| Software Version: |