2025-11-14T19:20:53-06:00 2024-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2024-01-01 831806898 FORWARD ACTION FUND FORW 6035739661 114 NORTH MAIN STREET 201 CONCORD NH 03301 DEBORAH BUTLER CHAIR 6035739661 2025-11-14 1 0 KAY VOLLANS CPA P01404047 3015643636 2024 2025-03-06 01:10:19Z DEBORAH BUTLER 114 NORTH MAIN STREET 201 CONCORD NH 03301 72310076 0 X N/A X 2018 NH SEE PART III, LINE 1. 5 5 0 5 0 0 9223658 72136940 29054 25750 39930 130088 0 0 9292642 72292778 919526 25692653 0 0 0 0 167759 77320 240272 7316955 47186296 8404240 72956269 888402 -663491 3841909 4272772 74350 1168704 3767559 3104068 X THE FORWARD ACTION FUND IS ORGANIZED FOR THE PROMOTION OF SOCIAL WELFARE INCLUDING BUT NOT LIMITED TO ECONOMIC, GENDER, CLIMATE, RACIAL, HEALTH AND SOCIAL JUSTICE BY: 1) ADVOCATING FOR LEGISLATION, REGULATIONS, AND GOVERNMENT PROGRAMS RELATED TO POLICIES THAT DELIVER CONCRETE OUTCOMES FOR PEOPLE IN THIS COUNTRY; 2) EDUCATING THE PUBLIC ABOUT THE IMPORTANCE OF THESE ISSUES; 3) CONDUCTING RESEARCH ABOUT AND PUBLICIZING THE POSITIONS OF ELECTED OFFICIALS CONCERNING THESE ISSUES; AND 4) ENCOURAGING THE PUBLIC TO MAKE THEIR VOICES HEARD BY CONTACTING ELECTED OFFICIALS, CASTING THEIR BALLOTS IN ELECTIONS, AND ENGAGING IN CIVIC LIFE. 0 0 38104753 16778398 FORWARD ACTION FUND OPERATES COMMUNITY ORGANIZING PROGRAMMING THAT SUPPORTS ITS MISSION. 2024 ACTIVITIES WERE DESIGNED TO EDUCATE COMMUNITY MEMBERS AND INCREASE CIVIC ENGAGEMENT. 29808420 8914255 750 FORWARD ACTION FUND PROVIDES GRANTS TO SELECT, ELIGIBLE DOMESTIC ORGANIZATIONS FOR PURPOSES THAT ALIGN WITH ITS MISSION. GRANTMAKING IS FOCUSED ON ORGANIZATIONS THAT ARE BUILDING SUPPORT FOR FAMILY FRIENDLY ECONOMIC POLICIES AND LOCAL COMMUNITY BUILDING EFFORTS. 968652 25000 FORWARD ACTION FUND EXECUTED PAID PROGRAMMING DESIGNED TO EDUCATE COMMUNITY MEMBERS AND INCREASE CIVIC PARTICIPATION. 68881825 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 53 0 1 0 0 0 0 0 1 1 0 0 0 X 5 5 0 1 0 1 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA FL GA MI NH NY PA VA WI X LAURA THIBAULT 6035739661 114 NORTH MAIN STREET 201 CONCORD NH 03301 X DEBORAH BUTLER CHAIR 5.00 X X 0 0 0 MARY SCHUH TREASURER 0.50 0.50 X X 0 0 0 MONICA CIOLFI SECRETARY 1.00 5.00 X X 0 0 0 COURTNEY JONES DIRECTOR 0.50 0.50 X 0 0 0 ANTHONY LOPEZ DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 OTG STRATEGIES 106 LANGTREE VILLAGE DRIVE SUITE 3 MOORESVILLE NC 28117 FIELD CANVASS OPERATIONS 19912858 PIVOT GROUP INC 1101 30TH STREET NW STE 315 WASHINGTON DC 20007 MAIL, FIELD LITERATURE AND OTHER PRINTED 4679819 SECOND STREET ASSOCIATES LLC 10 G ST NE SUITE 600 WASHINGTON DC 20002 FIELD CANVASS 3900000 CIVIX STRATEGY GROUP 114 NORTH MAIN STREET STE 201 CONCORD NH 03301 MANAGEMENT SERVICES 3470747 CSG LLC 114 NORTH MAIN STREET STE 201 CONCORD NH 03301 PAYROLL SERVICES 1724611 43 15363815 56773125 72136940 CONTRACT SERVICES 900099 25750 25750 25750 132386 132386 15000 17298 -2298 -2298 -2298 72292778 25750 0 130088 X 25692653 25692653 2065262 2065262 207543 207543 25828 25828 77320 77320 30410645 30247693 162952 1684597 1684597 361469 335618 25851 19274 19274 252833 252833 77666 77666 1922 1922 5080 5080 PAID MEDIA 5458188 5458188 DIRECT MAIL 4379239 4379239 SETTLEMENT EXPENSE 1033415 1033415 FIELD MATERIALS 753338 753338 449997 449997 72956269 68881825 3834172 240272 576403 778165 834885 3420054 2335000 4094 66400 61179 8153 0 19220 11128 0 3841909 4272772 63222 185289 11128 983415 74350 1168704 X 230804 163790 3536755 2940278 3767559 3104068 3841909 4272772 -663491 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13252020 50 4208866 9043154 13252020 1 CFFE PAC 1032 15TH STREET NW SUITE 247 WASHINGTON DC 20005 850792961 2228320 SOMOS PAC 1032 15TH STREET NW SUITE 247 WASHINGTON DC 20005 843253759 5813205 MONTANA FAMILIES 1032 15TH STREET NW SUITE 247 WASHINGTON DC 20005 993275347 1629 PROMOTING AMERICAN VALUES FOR EVERYONE 501 SILVERSIDE RD 534 WILMINGTON DE 19809 994784058 1000000 PART I-A, LINE 1: VOTER MOBILIZATION ACTIVITIES INCLUDING PAID MEDIA, ORGANIZING AND MAIL. 0 SETTLEMENT PAYABLE 983415 983415 X 72370844 75768 75768 72295076 -2298 -2298 72292778 73034335 75768 2298 78066 72956269 0 72956269 PART X, LINE 2: FAF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS, FAF IS NOT A PRIVATE FOUNDATION. FAF HAS A PROCESS IN PLACE TO ENSURE THE MAINTENANCE OF ITS EXEMPT-STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. FAF HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS -2,298. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS 2,298. X X X 1 RMZ HOLDINGS LLC 5009 BELT RD NW WASHINGTON DC 20016 FUNDRAISING SUPPORT AND ADVICE 0 0 77320 0 77320 AZ CA DC FL GA MI NH NV NY PA TX VA WI 1 FIGHT BIG PHARMA INC 420 EAST SOUTH TEMPLE STE 390 SALT LAKE CITY UT 84111 331293499 501(C)(4) 250000 0 ACTIVITIES THAT PROMOTE SOCIAL WELFARE; LOBBYING PERMISSABLE FREEDOM AND ACCOUNTABILITY PROJECT 1032 15TH ST NW STE 229 WASHINGTON DC 20005 992552471 501(C)(4) 320000 0 ACTIVITIES THAT PROMOTE SOCIAL WELFARE; LOBBYING PERMISSABLE OHIO FAMILIES FOR DEMOCRACY 114 N MAIN ST STE 201 CONCORD NH 03301 994698483 527 2083713 0 GENERAL PURPOSE/LOBBYING ALLOWABLE PROMOTING AMERICAN VALUES FOR EVERYONE INC 501 SILVERSIDE RD 534 WILMINGTON DE 19809 994784058 501(C)(4) 1000000 0 GENERAL OPERATING/UNRESTRICTED STOP POLITICAL CORRUPTION INC 420 EAST SOUTH TEMPLE STE 390 SALT LAKE CITY UT 84111 331387561 501(C)(4) 1500000 0 PROMOTE SOCIAL WELFARE; LOBBYING ALLOWED BUSINESS EDUCATION FUND 909 ROSE AVE NORTH BETHESDA MD 20852 842969730 501(C)(3) 12000 0 STAFFING SUPPORT; NO LOBBYING ACTIVITIES NORTH MAIN STREET FUND 114 NORTH MAIN STREET STE 201 CONCORD NH 03301 822861559 501(C)(3) 122736 0 PRIMARY PURPOSE; NON LOBBYING ACTIVITIES BLACK LEADERSHIP ORGANIZING COLLABORATIVE 848 W EXCHANGE ST ARKON OH 44302 810824161 501(C)(4) 150000 0 TO SUPPORT VOTER CONTACT PROGRAM COMMUNITIES UNITED ACTION FUND PO BOX 15845 WASHINGTON DC 20003 931889119 501(C)(4) 300000 0 PRIMARY PURPOSE, NON-LOBBYING ACTIVITIES MAJORITY FORWARD 1032 15TH ST NW STE 247 WASHINGTON DC 20005 833690373 501(C)(4) 8800000 0 PRIMARY PURPOSE, NON-LOBBYING ACTIVITIES MAKE NORTH CAROLINA FIRST PO BOX 648 RALEIGH NC 27602 463981642 501(C)(4) 400000 0 PRIMARY PURPOSE, NON-LOBBYING ACTIVITIES MAP USA PO BOX 33973 WASHINGTON DC 20033 843584449 501(C)(4) 2200000 0 PRIMARY PURPOSE/LOBBYING RESTRICTED OHIO CITIZEN ACTION 1511 BROOKPARK RD CLEVELAND OH 44109 341208942 501(C)(4) 310000 0 ACTIVITIES THAT PROMOTE SOCIAL WELFARE PLANNED PARENTHOOD ACTION FUND 123 WILLIAM ST NEW YORK NY 10038 133539048 501(C)(4) 200000 0 SOCIAL WELFARE PURPOSES; LOBBYING ALLOWED CAMPAIGN FOR A FAMILY FRIENDLY ECONOMY PAC 114 NORTH MAIN STREET STE 201 CONCORD NH 03301 850792961 527 2228320 0 GENERAL OPERATING/UNRESTRICTED SOMOS PAC 700 13TH ST NW WASHINGTON DC 20005 843253759 527 5813205 0 GENERAL OPERATING/UNRESTRICTED 2 14 PART I, LINE 2: FORWARD ACTION FUND (FAF) ONLY MAKES GRANTS TO OTHER ORGANIZATIONS THAT IT WORKS CLOSELY WITH AND ON A CONTINUOUS BASIS, SO FAF IS AWARE OF HOW THE FUNDS WILL BE USED AND HOW THE GRANT MONIES ARE BEING SPENT. GRANT REQUIREMENTS ARE OUTLINED IN EXECUTED GRANT AGREEMENTS BETWEEN FAF AND ITS GRANTEES AND GRANT DELIVERABLES ARE TRACKED THROUGH GRANTEE REPORTS AND FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 3 FORWARD ACTION FUND HAS DELEGATED MANAGEMENT DUTIES TO CIVIX STRATEGY GROUP, A MANAGEMENT COMPANY THAT IS NOT AFFILIATED WITH ANY DIRECTORS OR OFFICERS OF FORWARD ACTION FUND. THE TERMS OF THE SERVICES ARE NEGOTIATED AT ARM'S LENGTH AND DOCUMENTED IN AN AGREEMENT. FORM 990, PART VI, SECTION A, LINE 5 NATURE OF DIVERSION: CYBERATTACK FRAUDULENT WIRE PAYMENT DOLLAR AMOUNT: $450,000 LOSS CORRECTIVE ACTIONS: INCLUDING BUT NOT LIMITED TO ADOPTION OF A NEW EMAIL MONITORING SYSTEM THAT QUARANTINES SUSPICIOUS MESSAGES FOR REVIEW, REGULAR CYBERSECURITY TRAINING FOR STAFF, AND A STRICT POLICY REQUIRING VERBAL CONFIRMATION FROM VENDORS BEFORE PROCESSING ANY WIRE TRANSFERS. PERTINENT CIRCUMSTANCES: IN OCTOBER OF 2024, ONE OF FAF'S TRUSTED VENDORS SUFFERED A SOPHISTICATED CYBERATTACK. THE ATTACKER WAS ABLE TO TAKE OVER THE VENDOR'S EMAIL AND INSERTED THEMSELVES INTO AN ALREADY ESTABLISHED, VALID EMAIL COMMUNICATION WITH FAF, RESULTING IN A WIRE PAYMENT OF $500,000 BEING SENT TO A FRAUDULENT ACCOUNT. THERE WAS A RECOVERY OF $50,000 FROM THE RECEIVING BANK, RESULTING IN OVERALL LOSS OF $450,000. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS. THE FORM 990 WAS THEN REVIEWED BY THE BOARD IN DETAIL PRIOR TO FILING. QUESTIONS WERE ADDRESSED TO THE PREPARER AND RESOLVED TIMELY. A FINAL DRAFT VERSION OF THE RETURN WAS PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, DIRECTORS AND OFFICERS DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ANY SUCH INTEREST MUST BE DISCLOSED AND MADE A MATTER OF RECORD AT THE TIME OF ELECTION TO THE BOARD AND MAINTAINED THROUGH AN ANNUAL PROCEDURE AND WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. NO DIRECTOR HAVING A CONFLICT OF INTEREST IN ANY MATTER WILL BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, NOR PRESENT WHEN THE MATTER IS DISCUSSED OR VOTED ON. MEETING MINUTES REFLECT THAT THE DISCLOSURE WAS MADE, THAT THE DIRECTOR ABSTAINED AND WAS NOT PRESENT DURING THE DISCUSSION OR VOTE, AND THAT A QUORUM EXISTED NOT COUNTING SUCH DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G STAFFING/SUBCONTRACTOR: PROGRAM SERVICE EXPENSES 2,715,653. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,715,653. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 2,134,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 162,952. TOTAL EXPENSES 2,297,243. FIELD: PROGRAM SERVICE EXPENSES 24,776,436. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,776,436. CONTENT CREATION: PROGRAM SERVICE EXPENSES 200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200. ORGANIZING: PROGRAM SERVICE EXPENSES 621,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 621,113. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NORTH MAIN STREET FUND 114 NORTH MAIN STREET CONCORD NH 03301 822861559 WORKING TO PROMOTE ECONOMIC, GENDER, CLIMATE, RACIAL AND SOCIAL JUSTICE. NH 501(C)(3) LINE 7 FORWARD ACTION FUND 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 NORTH MAIN STREET FUND B 122736 NORTH MAIN STREET FUND C 15363815