2025-07-17T14:07:05-05:00 2024-12-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DRIVE SUITE 1000 HOUSTON TX 77081 990 2024-01-01 760485959 THE FORGE FOR FAMILIES FORG 7136601863 3435 DIXIE DRIVE HOUSTON TX 77021 KEVIN S TRUESDEL BUSINESS MANAGER 7136601863 2025-07-17 1 0 TENE THOMAS P00849229 7139681600 2025-07-08 2024 2025-03-06 01:10:19Z DANA L THOMAS 3435 DIXIE DRIVE HOUSTON TX 77021 2298028 0 X WWW.FORGEFORFAMILIES.ORG X 1995 TX TO HOLISTICALLY EQUIP FAMILIES TO FULFILL THEIR GOD-GIVEN POTENTIAL. 15 14 35 30 0 0 1660442 1461352 174783 180379 0 0 -21248 467334 1813977 2109065 0 0 0 0 1014162 1044093 0 0 188963 696790 810018 1710952 1854111 103025 254954 6975098 7229552 47766 47266 6927332 7182286 TO HOLISTICALLY EQUIP FAMILIES TO FULFILL THEIR GOD-GIVEN POTENTIAL. 0 0 433290 65066 THE AFTER-SCHOOL ENRICHMENT PROGRAM SERVED APPROXIMATELY 60 CHILDREN AND 50 PARENTS DURING THE SCHOOL YEAR 2022-2023, AND APPROXIMATELY 68 STUDENTS AND 65 PARENTS DURING THE 2023-2024 SCHOOL YEAR. THE PROGRAM'S PRIMARY OPERATION IS FROM 3:00PM - 6:30PM MONDAY THROUGH FRIDAY DURING THE SCHOOL YEAR. THE MAINSTAY OF THE PROGRAM IS TO BECOME AN EXTENSION OF THE CLASSROOM BY PROVIDING HOMEWORK HELP AND TUTORING IN MATH AND READING. COMPUTER-BASED READING AND MATH ASSESSMENT SOFTWARE IS USED TO MEASURE AND ASSESS PROGRESS THROUGHOUT THE YEAR. PARENTAL INVOLVEMENT IS ENCOURAGED THROUGH VOLUNTEERING 325232 21472 THE FORGE ATHLETIC DISCIPLESHIP PROGRAM INCLUDES AN INTERNAL BASKETBALL LEAGUE FOR YOUTH AGES 5-10, AND THREE AAU BASKETBALL TEAMS. THE AAU TEAMS COMPETE IN LOCAL, REGIONAL, AND OUT OF TOWN TOURNAMENTS WITHIN 5 HOURS. 291107 93841 THE FORGE SUMMER CLUB SERVED OVER 108 STUDENTS FOR 8 WEEKS DURING THE SUMMER. THE GOAL WAS TO PROVIDE STUDENTS A FUN EXPERIENCE, WHILE MEETING THE PRACTICAL CHILD CARE NEEDS FOR PARENTS. DAILY ACTIVITIES CONSISTED OF ORGANIZED TEAM SPORTS ACTIVITIES, ACADEMIC DEVELOPMENT, CHARACTER DEVELOPMENT, AND WEEKLY FIELD TRIPS. THE ACADEMIC DEVELOPMENT ACTIVITIES WERE DESIGNED TO HELP STUDENTS RETAIN WHAT THEY HAD LEARNED DURING THE SCHOOL YEAR. 437671 250197 437671 250197 1487300 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 30 0 1 35 1 0 0 0 0 0 1 1 0 0 0 0 X 15 14 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TX X X X PORSCHE GOODINGS BUSINESS ASSISTANT 7136601863 3435 DIXIE DRIVE HOUSTON TX 77021 DAVID WYNNE CHAIRMAN 2.00 X X 0 0 0 JACK BURGHER BOARD MEMBER 2.00 X 0 0 0 CLINT B BAWCOM BOARD MEMBER 2.00 X 0 0 0 LUCAS KUIPERS BOARD MEMBER 2.00 X 0 0 0 DEBBIE L COSBY BOARD MEMBER 2.00 X 0 0 0 WILL FRANKLIN BOARD MEMBER 2.00 X 0 0 0 CHARIC M JELLINS BOARD MEMBER 2.00 X 0 0 0 FRANK C MEYER BOARD MEMBER 2.00 X 0 0 0 JOHN T PIPER SECRETARY 2.00 X 0 0 0 WARREN SPENCER BOARD MEMBER 2.00 X 0 0 0 CHRIS D WEEKLEY BOARD MEMBER 2.00 X 0 0 0 DANA L THOMAS EXECUTIVE DIRECTOR/BOARD M 40.00 X X 158121 0 33396 NATHAN M WYNNE BOARD MEMBER 2.00 X 0 0 0 BRYANT LEE BOARD MEMBER 2.00 X 0 0 0 LIZ WADE BOARD MEMBER 2.00 X 0 0 0 158121 0 33396 1 0 1 0 0 547917 913435 1461352 SUMMER PROGRAM 624410 93841 93841 AFTERSCHOOL PROGRAM 624410 65066 65066 ATHLETIC PROGRAM 624410 21472 21472 180379 32440 0 32440 32440 32440 54280 547917 188963 -134683 -134683 OTHER INCOME (YEAR-END LETTER) 900099 351820 351820 OTHER INCOME 900099 217757 217757 569577 2109065 782396 0 -134683 118121 88591 29530 925972 672098 253874 27000 27000 -90744 90744 3258 2443 815 161383 156542 4841 77395 71138 6257 REPAIRS AND MAINTENANCE 269765 269765 PROGRAM SERVICES 176094 176094 VEHICLES 45678 23245 22433 BANK FEES 17907 3648 14259 31538 23736 -90417 98219 1854111 1487300 177848 188963 2437370 2274373 587000 877000 5010 2650 1767 6189643 2121765 3941516 4067878 6562 3524 6975098 7229552 9693 21425 38073 25841 47766 47266 X 6785829 7123220 141503 59066 6927332 7182286 6975098 7229552 254954 0 X X 0 1 X 1 0 X 2040686 1977123 1901417 1660442 1515632 9095300 2040686 1977123 1901417 1660442 1515632 9095300 711228 8384072 9887 9518 23950 36296 32440 112091 9207391 688449 0.91060 0.89020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 496956 496956 5433718 1956897 3476821 132125 51430 80695 126844 113438 13406 4067878 CREDIT CARDS PAYABLE 2562 ACCRUED EXPENSE 19755 LEASE LIABILITY 3524 25841 X 2220106 111041 111041 2109065 0 2109065 1965152 111041 111041 1854111 0 1854111 PART X, LINE 2: THE FORGE IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) TO BE TAX-EXEMPT UNDER IRS CODE SECTION 501(C)(3) AND SIMILAR STATE PROVISIONS. THEREFORE, NO PROVISION HAS BEEN MADE FOR FEDERAL AND STATE INCOME TAXES IN THESE FINANCIAL STATEMENTS. UNCERTAIN TAX POSITIONS ARE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE-LIKELY-THAN- NOT OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE FORGE DID NOT RECOGNIZE ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 111,041. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 111,041. GAME CHANGER GALA 384883 364083 20800 50212 GOLF TOURNAMENT 217314 183834 33480 27710 1 111041 602197 547917 54280 188963 188963 -134683 X 1 1 X X 0 0 0 0 0 0 0 0 0 DANA L THOMAS EXECUTIVE DIRECTOR/BOARD M 118121 0 0 0 40000 0 29395 0 4001 0 191517 0 0 0 PART I, LINE 1A EXECUTIVE DIRECTOR, DANA THOMAS, RECEIVED $40,000.08 IN HOUSING ALLOWANCE. PART I, LINE 3 THE COMPENSATION COMMITTEE REVIEWED COMPENSATION DATA, INCLUDING COMPARABILITY DATA COLLECTED FROM LOCAL ORGANIZATIONS AS WELL AS CANDID'S 2024 NON PROFIT COMPENSATION REPORT, FOLLOWED BY DELIBERATION WITH THE BOARD CHAIR AS WELL AS THE EXECUTIVE DIRECTOR BEFORE SETTING COMPENSATION LEVELS. BRIDGET THOMAS WIFE OF DANA THOMAS 81305 SALARY, RETIREMENT PLAN 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: BRIDGET THOMAS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: WIFE OF DANA THOMAS, EXECUTIVE DIRECTOR(C) AMOUNT OF TRANSACTION $81,305(D) DESCRIPTION OF TRANSACTION: SALARY, RETIREMENT AND FRINGE BY THE ORGANIZATION(E) SHARING OF ORGANIZATION REVUENUES ? = NO FORM 990, PART VI, SECTION A, LINE 2 BRIDGET THOMAS IS THE WIFE OF DANA THOMAS AND DANA IS A BOARD MEMBER AND EXECUTIVE DIRECTOR, AND BRIDGET IS THE PROGRAMS DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE EXECUTIVE DIRECTOR, WHO IS AN OFFICER, THE BUSINESS MANAGER, AS WELL AS BY THE COMPENSATION COMMITTEE TO ENSURE CONSISTENCY WITH THE AUDIT RESULT. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, PERIODIC REVIEWS SHALL BE CONDUCTED. CONFLICTS OF INTEREST ARE ADDRESSED WHEN THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWED COMPENSATION DATA, INCLUDING COMPARABILITY DATA COLLECTED FROM LOCAL ORGANIZATIONS AS WELL AS REVIEWED CANDID'S RECENT NON PROFIT COMPENSATION REPORT, FOLLOWED BY DELIBERATION WITH THE BOARD CHAIR AS WELL AS THE EXECUTIVE DIRECTOR BEFORE SETTING COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.