2024-01-23T11:27:27-06:00 2023-06-30 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-07-01 382926476 FORGOTTEN HARVEST INC FORG 2489671500 15000 W EIGHT MILE OAK PARK MI 48237 ADRIAN LEWIS CEO 2489671500 2024-01-17 1 ADRIAN LEWIS 999009999 1 TROY MARINE CPA P00187863 4147775500 2024-01-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADRIAN LEWIS 15000 W EIGHT MILE OAK PARK MI 48237 96648088 0 X WWW.FORGOTTENHARVEST.ORG X 1990 MI THE MISSION OF FORGOTTEN HARVEST IS RELIEVING HUNGER IN METRO DETROIT AND PREVENTING NUTRITIOUS FOOD WASTE. 39 39 112 25309 25886 24883 91288780 88030240 0 0 126203 627576 264721 135118 91679704 88792934 0 249209 0 0 6977378 8097985 935861 977026 3811668 82640918 79898822 90554157 89223042 1125547 -430108 66875011 67637156 1186009 1401825 65689002 66235331 THE MISSION OF FORGOTTEN HARVEST IS RELIEVING HUNGER IN METRO DETROIT AND PREVENTING NUTRITIOUS FOOD WASTE. 0 0 83091511 249209 FORGOTTEN HARVEST RESCUES AND DELIVERS PREPARED AND PERISHABLE SURPLUS FOOD FROM HEALTH DEPARTMENT APPROVED ESTABLISHMENTS TO MORE THAN 200 SOUP KITCHENS, FOOD PANTRIES AND OTHER COMMUNITY PARTNERS ACROSS THE METROPOLITAN DETROIT AREA AT NO COST TO THEM. THIS YEAR, A TOTAL OF 41,874,910 POUNDS WAS RESCUED AND 40,317,929 WAS DELIVERED,FREE OF CHARGE. 83091511 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 36 0 1 112 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X DEBORA MARTIN 2489671500 15000 W EIGHT MILE ROAD OAK PARK MI 48237 KIRK MAYES FORMER CEO (TO 12/2022) 40.00 X 274911 0 17943 MICHEAL SPICER COO 40.00 X 182886 0 35442 TIMOTHY HUDSON CDO 40.00 X 192120 0 20387 MICHAEL BUTMAN CIO 40.00 X 165870 0 17253 ANGELLA DURKIN FORMER CFO (TO 05/2023) 40.00 X 130517 0 9659 KIMBERLY KALMAR DIRECTOR OF INDIVIDUAL GIVING 40.00 X 101956 0 33561 ANNA WALLIBILLICH SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 101347 0 30174 KELLY MCEVOY DIRECTOR OF FOOD PROGRAMS 40.00 X 121348 0 8188 RHONDA STONE-LORENZ LAUNCH MANAGER 40.00 X 115330 0 12304 CHRISTOPHER IVEY DIRECTOR, MARKETING & COMMUNICATIONS 40.00 X 109376 0 10728 ANNE GINN CPO 40.00 X 109746 0 6186 LORNA G UTLEY INTERIM CEO (TO 05/2023) 40.00 X 10192 0 0 ADRIAN LEWIS CEO 40.00 X 0 0 0 CATHLEEN BROOK CTCO 40.00 X 0 0 0 RANDY KUMMER BOARD CHAIRPERSON 2.00 X 0 0 0 RASHIDA PATTERSON BOARD SECRETARY 2.00 X 0 0 0 MIKE MURRI BOARD VICE CHAIRPERSON 2.00 X 0 0 0 DARCEE SCAVONE BOARD VICE CHAIRPERSON 2.00 X 0 0 0 ANDREW OTTAWAY BOARD TREASURER 2.00 X 0 0 0 DAVID SANDERS BOARD VICE CHAIRPERSON 2.00 X 0 0 0 KATHERINE GORMAN BOARD VICE CHAIRPERSON 2.00 X 0 0 0 REBECCA BRAY BOARD VICE CHAIRPERSON 2.00 X 0 0 0 DEREK EDWARDS BOARD VICE CHAIRPERSON 2.00 X 0 0 0 CAMILLE NICITA BOARD VICE CHAIRPERSON 2.00 X 0 0 0 NATHAN UPFAL DIRECTOR 2.00 X 0 0 0 KRISTINA ROBINSON GARRETT DIRECTOR 2.00 X 0 0 0 TRACY MYRICK DIRECTOR 2.00 X 0 0 0 HAROLD BURNS DIRECTOR 2.00 X 0 0 0 BRENDA JONES DIRECTOR 2.00 X 0 0 0 DANIEL KAUFMAN DIRECTOR 2.00 X 0 0 0 KEVIN KERNEN DIRECTOR 2.00 X 0 0 0 LISA C PERACCHIO DIRECTOR 2.00 X 0 0 0 STEPHEN SWARTZ DIRECTOR 2.00 X 0 0 0 JAMES TROUBA DIRECTOR 2.00 X 0 0 0 KEN MCCLURE DIRECTOR 2.00 X 0 0 0 STAN FINSILVER DIRECTOR 2.00 X 0 0 0 BRITTANY MUNEIO DIRECTOR 2.00 X 0 0 0 GENNA YOUNG DIRECTOR 2.00 X 0 0 0 CYNTHIA FORD DIRECTOR 2.00 X 0 0 0 SEAN ZECMAN DIRECTOR 2.00 X 0 0 0 KURT KISSLING DIRECTOR 2.00 X 0 0 0 CINNAMON PLONKA DIRECTOR 2.00 X 0 0 0 REANNE YOUNG DIRECTOR 2.00 X 0 0 0 1615599 0 201825 12 0 1 0 NEWPORT ONE 21 RAILROAD AVE DUXBURY MI 02332 DIRECT MAIL 973273 FRESH CONNECT CENTRAL 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 FOOD SOURCE 677953 EDIBLES REX MANAGEMENT SERVICES 555 CONNER STE 1058 DETROIT MI 48213 FOOD SOURCE 638582 PENSKE TRUCK LEASING COLP PO BOX 802577 CHICAGO IL 60680 TRUCK MAINTENANCE 578907 KORN FERRY (US) NW 5854 PO BOX 1450 MINNEAPOLIS MN 55485 CONSULTING 305482 26 391004 59290 1750629 85829317 73326027 88030240 597705 25886 571819 7648490 7610183 8436 38307 -8436 29871 29871 358371 59290 236535 121836 121836 MISCELLANEOUS REVENUE 900099 13282 13282 13282 88792934 13282 25886 723526 249209 249209 1173111 780117 168464 224530 5633878 3746519 809052 1078307 270325 178759 37686 53880 546517 358058 78428 110031 474154 313546 66102 94506 38526 38526 52388 52388 5078 5078 977026 977026 705484 352833 267922 84729 374654 374654 832975 727202 51209 54564 400192 206349 118807 75036 787646 524370 147353 115923 352882 350821 198 1863 53752 27715 16779 9258 1215317 942351 136483 136483 300612 250578 25017 25017 DISTRIBUTED FOOD 72817070 72817070 SUPPLIES AND MAINT. 814814 814814 ALL OTHER 778691 82459 300371 395861 FOOD ACQUISITION 368741 368741 89223042 83091511 2319863 3811668 38792220 23688252 432974 167653 3647094 2508227 1995194 3736034 190429 217389 28385436 9031236 19348403 19354200 2468697 4525362 13440039 66875011 67637156 1164309 1191825 21700 210000 1186009 1401825 X 63029315 64340781 2659687 1894550 65689002 66235331 66875011 67637156 X -430108 968630 7807 X 0 1 X 1 1 1 X 86961911 94598199 112546943 91288780 88030240 473426073 86961911 94598199 112546943 91288780 88030240 473426073 104942299 368483774 61889 78988 52558 123246 571819 888500 25886 25886 1026 2274 91942 69647 13282 178171 474518630 0.77650 0.78280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 1,026. 2019 AMOUNT: $ 2,274. 2020 AMOUNT: $ 91,942. 2021 AMOUNT: $ 69,647. 2022 AMOUNT: $ 13,282. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3467 1611 5078 83086433 83091511 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 6248 8560 4610 5078 24496 250000 250000 250000 250000 1000000 1500000 2773 5566 2662 3467 14468 SCHEDULE C, PART II-A, LINE 1 FORGOTTEN HARVEST CONDUCTS BOTH "GRASSROOTS AND "DIRECT" LOBBYING. FORGOTTEN HARVEST'S ADVOCACY INVOLVES WORKING WITH OTHER GROUPS ("GRASSROOTS") TO HELP EDUCATE THEM ON KEY ISSUES OF INTEREST TO FORGOTTEN HARVEST, TO PROVIDE THEM WITH KEY MESSAGES, AND TO ENCOURAGE THEM IN THEIR OUTREACH TO CONVEY MESSAGES COMMON WITH FORGOTTEN HARVEST'S PUBLIC POLICY PRIORITIES, AND, IF THEIR ORGANIZATIONS ARE PERMITTED, TO ENCOURAGE THEM TO MAKE DIRECT "ASKS" OF KEY PUBLIC OFFICIALS AND STAFFS REGARDING LEGISLATIVE AND/OR REGULATORY ACTION. FORGOTTEN HARVEST ALSO REACHES OUT "DIRECTLY" TO LEGISLATIVE AND EXECUTIVE BRANCH LEADERS AND STAFF WITH AWARENESS AND/OR REQUESTS FOR KEY ACTIONS. 532441 13234 545675 602529 -70088 532441 494137 108392 602529 492747 6978 5029 559 494137 470126 30989 7372 996 492747 0.78000 0.22000 0.00000 1 0 1508259 1508259 16235894 2447870 13788024 924828 629353 295475 5804315 4011456 1792859 3912140 1942557 1969583 19354200 TIFF INVESTMENT 13440039 F 13440039 X PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS AS OF JUNE 30, 2023 AND 2022 OF $100,000 CONSISTED OF THE ORGANIZATION'S ORIGINAL BENEFICIAL INTEREST IN AN ENDOWMENT FUND. EARNINGS ON THE ORIGINAL INVESTMENT ARE CLASSIFIED AS TEMPORARILY RESTRICTED. PART X, LINE 2: FORGOTTEN HARVEST, INC. AND FORGOTTEN HARVEST FARMS, LLC FILE A JOINT TAX RETURN AND ARE EXEMPT FROM FEDERAL INCOME UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION CONSIDERS THIS EXEMPTION FROM INCOME TAXES TO BE A SIGNIFICANT TAX POSITION. THE ORGANIZATION HAS EVALUATED AND DETERMINED THAT THERE IS NO MATERIAL TAXABLE UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, AS SUCH, HAS DETERMINED THAT NO ADDITIONAL DISCLOSURES OF UNCERTAIN TAX MATTERS ARE REQUIRED. CONTRIBUTIONS MADE TO THE ORGANIZATION ARE DEDUCTIBLE BY THE DONOR AS PROVIDED BY THE INTERNAL REVENUE CODE. X X X X X X X 1 NEWPORT ONE 21 RAILROAD AVE DUXBURY MA 02332 MAIL SOLICIT 0 1994869 977026 1017843 MEANINGFUL IMPACT CONSULTING 2645 BLOOMFIELD CROSSING BLOOMFIELD HILLS MI 48304 FUNDRAISING ASSISTANCE 0 0 0 34200 1994869 977026 1052043 AL CA CO CT FL GA IL KY ME MD MI MN NV NJ NY NC OH OR PA RI SC TN VA WA WI COMEDY NIGHT 210274 32951 177323 162928 WOMENS HARVEST LUNCHEON 125652 16616 109036 33761 1 81735 9723 72012 39846 417661 59290 358371 236535 236535 121836 SCHEDULE G, PART I, LINE 2B, COLUMN (V) AN ALLOCATION OF FEES PAID TO NEWPORT ONE IS NOT PROVIDED TO THE ORGANIZATION. OF THE $977,026 IN FEES PAID TO THE PROFESSIONAL FUNDRAISER, $6,422.46 ARE DIRECTLY ALLOCABLE TO POSTAGE. 1 ALLIANCE OF WARREN EVANGELICALS PO BOX 893 WARREN MI 48090 010935821 501(C)(3) 16167 0 STAFFING AND EQUIPMENT FOR MOBILE PANTRY CITY COVENANT CHURCH 13624 STOUT DETROIT MI 48223 352369948 501(C)(3) 111746 0 UPGRADE COMMERCIAL KITCHEN, CREATE CLIENT CHOICE PANTRY, TRAIN STAFF, EXPAND HOME DELIVERY GOD'S STOREHOUSE 18301 JOHN R DETROIT MI 48203 383381853 501(C)(3) 111008 0 VAN TO EXPAND FOOD DELIVERY, IMPROVE LOGISTICS AND INCREASE VOLUNTEERS VETERAN'S SUPPORT PANTRY VIETNAM VETERANS OF AMERICA CHAPTER 154 18025 FIFTEEN MILE CLINTON MI 48035 460853527 501(C)(3) 5815 0 LARGE CAPACITY COMMERCIAL FREEZER 4 0 PART I, LINE 2: THE FORGOTTEN HARVEST AGENCY CAPACITY FUND COMMITTEE ASSISTS AND ADVISES THE CEO IN THE EXECUTION OF THE STRATEGIC PLAN GOAL THAT ESTABLISHED A $5M FUND TO MAKE DIRECT INVESTMENTS INTO AGENCY DISTRIBUTION PARTNERS TO HELP BUILD CAPACITY AND IMPROVED QUALITY OF SERVICE. IN PARTNERSHIP WITH A THIRD PARTY GRANT ADMINISTRATOR, FORGOTTEN HARVEST DISBURSES FUNDS TO GRANTEES WHO HAVE RECEIVED AWARDS APPROVED BY THE AGENCY CAPACITY FUND COMMITTEE. GRANT CONTRACTS STIPULATE THAT FUNDS MUST BE USED FOR THE CHARITABLE AND OTHER EXEMPT PURPOSES AS OUTLINED IN THE GRANT APPLICATION AND BUDGET SUBMITTED. GRANTEES MUST MAINTAIN APPROPRIATE FINANCIAL RECORDS AND DOCUMENTATION DURING AND FOR 5 YEARS AFTER THE GRANT PERIOD. FINANCIAL AND PROGRESS REPORTS MUST BE SUBMITTED TO FORGOTTEN HARVEST THROUGHOUT THE GRANT PERIOD. SITE VISITS ARE ALSO CONDUCTED TO MONITOR PROJECT PROGRESS. A STANDARD PROCEDURE HAS BEEN ESTABLISHED WHEREBY GRANTEES SUBMIT AN AGENCY FUNDS REQUEST FORM WITH SUPPORTING DOCUMENTATION. FORGOTTEN HARVEST STAFF REVIEWS AND APPROVES THE REQUEST PRIOR TO DISBURSEMENT OF FUNDS. IN ORDER TO RECOGNIZE GRANT EXPENDITURE, FORGOTTEN HARVEST MUST RECEIVE PROOF OF GRANT FUNDS BEING SPENT BY THE GRANTEE. X 0 1 X X X 0 0 0 0 0 0 0 0 0 KIRK MAYES FORMER CEO (TO 12/2022) 255192 0 15000 0 4719 0 16263 0 1680 0 292854 0 0 0 MICHEAL SPICER COO 167886 0 15000 0 0 0 10454 0 24988 0 218328 0 0 0 TIMOTHY HUDSON CDO 177120 0 15000 0 0 0 10708 0 9679 0 212507 0 0 0 MICHAEL BUTMAN CIO 150870 0 15000 0 0 0 6177 0 11076 0 183123 0 0 0 PART I, LINE 1A SCHEDULE J, PART I, LINE 1B: THE BOARD DETERMINED THAT SOCIAL CLUB DUES WOULD BE PAID FOR THE CEO SINCE THE CLUB WOULD BE USED FOR BUSINESS ACTIVITIES ON BEHALF OF FORGOTTEN HARVEST. SKYLINE CLUB DUES ARE PAID FOR THE CDO TO HOST FUNDRAISING ACTIVITIES. THESE DUES ARE NOT INCLUDED IN W-2 WAGES. X 18 147545 REPORT FROM FD X 705 72787033 AVE COST PER POUND FOOD X VARIOUS SUPPLIES, EQUIPMENT, AND OTHER 7 391449 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION IMMEDIATELY CONVERTS PUBLICLY TRADED STOCK GIFTS TO CASH THROUGH A BROKER. FORM 990, SCHEDULE O, NEW FACILITY CONSTRUCTION: NEW FACILITY CONSTRUCTION FORGOTTEN HARVEST EMBARKED ON A TRANSFORMATIONAL STRATEGY TO DELIVER THE RIGHT FOOD TO THE RIGHT PLACE IN THE RIGHT QUANTITY AT THE RIGHT TIME. ONE OF THE MOST IMPORTANT ASPECTS OF IMPLEMENTING THIS EXTRAORDINARY VISION IS THE COMPLETION OF A NEW FACILITY. DURING THE PREVIOUS FISCAL YEAR 21-22, FORGOTTEN HARVEST COMPLETED CONSTRUCTION ON A NEW FOOD DISTRIBUTION WAREHOUSE, VOLUNTEER ENGAGEMENT CENTER, AND TRUCKING LOGISTICS SERVICES FACILITY WITH THE GOAL OF PROVIDING AT-RISK CHILDREN, FAMILIES, AND SENIORS A DIVERSE, NUTRITIOUS MIX AND AN APPROPRIATE VOLUME OF FOOD. THIS NEW FACILITY HAS ADEQUATE REFRIGERATION STORAGE TO SAFELY HOLD LARGE VOLUMES OF PERISHABLE FOOD, AND A LARGE DRY STORAGE AREA TO SORT NON-PERISHABLE GOODS, ALLOWING US TO RESCUE AND DELIVER AN INCREASED VOLUME AND VARIETY OF FOOD. OUR TRUCKS DAILY DISTRIBUTE THIS FOOD TO SOUP KITCHENS, FOOD PANTRIES AND OTHER COMMUNITY PARTNERS. FORGOTTEN HARVEST HAS SEEN A HIGH LEVEL OF SUPPORT DURING THE COVID PANDEMIC. THE INCREASE IN SUPPORT WAS USED THIS YEAR TO RESPOND TO THE ECONOMIC IMPACT OF COVID-19. AS BASIC NEEDS IN METROPOLITAN DETROIT CONTINUE, WE EXPECT TO SPEND SURPLUS FUNDING IN THE NEXT 3 YEARS. WE CURRENTLY ARE ENTERING YEAR 2 OF A NEW 3-YEAR STRATEGIC PLAN WHERE WE WILL UTILIZE A SIGNIFICANT PORTION OF OUR FUNDING TO SUPPORT CURRENT, EXPANDED AND INNOVATIVE OPERATIONS TO FEED OUR NEIGHBORS FACING HUNGER AND FOOD INSECURITY. FORGOTTEN HARVEST IS FOCUSED ON ASSURING SUSTAINED LONG-TERM SUPPORT OF OUR INCREASED CAPACITY IN FUTURE YEARS. CONTINUATION OF AN INCREASED LEVEL OF COMMUNITY SUPPORT WILL BE NECESSARY TO SUPPORT ANTICIPATED HIGHER NEED FOR FOOD AND THE PROJECTED LONG-TERM IMPACTS OF THE PANDEMIC AND INFLATION ON FOOD INSECURITY IN OUR COMMUNITY. OUR RESERVES PROVIDE SOME CERTAINTY IN THE UNCERTAIN WORLD CAUSED BY THE PANDEMIC AND INFLATION. FORM 990, PART VI, SECTION A, LINE 1A FORGOTTEN HARVEST HAS AN EXECUTIVE COMMITTEE WHICH CONSISTS OF CERTAIN MEMBERS FROM THE BOARD OF DIRECTORS. THE COMMITTEE MAY EXERCISE ANY OR ALL POWERS AND AUTHORITY OF THE BOARD IN MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE ORGANIZATION; PROVIDED, THE EXECUTIVE COMMITTEE DOES NOT HAVE POWER OR AUTHORITY TO DO ANY OF THE FOLLOWING: AMEND THE ARTICLES OF INCORPORATION, ADOPT AN AGREEMENT OR MERGER OR CONVERSION, AMEND THE BYLAWS OF THE ORGANIZATION, FILL VACANCIES IN THE BOARD OR FIX COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON A COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MEMBERS RECEIVE A COPY OF THE 990 PRIOR TO FILING ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EMPLOYEES MUST SUBMIT DISCLOSURE FORMS TO THE CTCO. ANNUALLY, BOARD OF DIRECTORS AND OFFICERS MUST SUBMIT DISCLOSURE FORMS TO THE CFO. THE CFO AND CTCO SHALL REVIEW THE DISCLOSURES AND BRING THESE MATTERS, IF MATERIAL, TO THE CEO AND BOARD'S FINANCE AND AUDIT COMMITTEE AND TO THE BOARD'S GOVERNANCE COMMITTEE FOR ASSESSMENT AND, IF MATERIAL, TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS REVIEWED AND APPROVED ANNUALLY BY THE CHAIRMAN OF THE BOARD. ALL EMPLOYEE COMPENSATION IS REVIEWED AGAINST COMPARABILITY DATA FOR THE INDUSTRY. COMPENSATION APPROVALS ARE RETAINED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ENDOWMENT FUND 7,807. FORGOTTEN HARVEST FARMS LLC 21800 GREENFIELD RD OAK PARK MI 48237 462976029 AGRICULTURE MI 0 0 FORGOTTEN HARVEST