2026-09-08T08:14:30-05:00 2025-12-31 760488832 MCCONNELL & JONES LLP 4828 LOOP CENTRAL DRIVE SUITE 1000 HOUSTON TX 77081 990 2025-01-01 760485959 THE FORGE FOR FAMILIES FORG 7136601863 3435 DIXIE DRIVE HOUSTON TX 77021 KEVIN S TRUESDEL BUSINESS MANAGER 7136601863 2026-09-08 1 TENE THOMAS P00849229 7139681600 2026-09-08 2025 DANA L THOMAS 3435 DIXIE DRIVE HOUSTON TX 77021 2216155 0 X WWW.FORGEFORFAMILIES.ORG X 1995 TX TO HOLISTICALLY EQUIP FAMILIES TO FULFILL THEIR GOD-GIVEN POTENTIAL. 14 13 39 350 0 0 1461352 1476828 180379 168338 0 0 467334 184190 2109065 1829356 0 0 0 0 1044093 1003708 0 0 0 810018 777166 1854111 1780874 254954 48482 7229552 7318531 47266 87763 7182286 7230768 X TO HOLISTICALLY EQUIP FAMILIES TO FULFILL THEIR GOD-GIVEN POTENTIAL. 0 0 427968 56477 THE AFTER SCHOOL ENRICHMENT PROGRAM SERVED APPROXIMATELY 62 STUDENTS AND 60 PARENTS DURING THE 2024-2025 SCHOOL YEAR, COMPARED TO APPROXIMATELY 68 STUDENTS AND 65 PARENTS DURING THE 2023-2024 SCHOOL YEAR. OPERATING MONDAY THROUGH THURSDAY FROM 3:00 P.M. TO 6:30 P.M., AND FRIDAYS FROM 3:00 P.M. TO 6:00 P.M., THE PROGRAM EXTENDS THE LEARNING DAY BY PROVIDING A SAFE, STRUCTURED ENVIRONMENT THAT REINFORCES ACADEMIC ACHIEVEMENT, CHARACTER DEVELOPMENT, AND SOCIAL-EMOTIONAL GROWTH. ACADEMIC SERVICES INCLUDED DAILY HOMEWORK ASSISTANCE ACROSS CORE SUBJECT AREAS, INDIVIDUALIZED ONE-ON-ONE READING THERAPY FOR THE ORGANIZATION'S MOST ACADEMICALLY AT-RISK STUDENTS IN GRADES 2-5 PROVIDED BY A CERTIFIED READING SPECIALIST AND READING INTERVENTION FOR ALL PARTICIPATING STUDENTS THROUGH THE MINDPLAY VIRTUAL READING COACH PROGRAM. THIS INDIVIDUALIZED, DATA-DRIVEN LITERACY PLATFORM PROVIDES TARGETED INSTRUCTION WHILE MEASURING STUDENT PROGRESS AND READING GROWTH THROUGHOUT THE SCHOOL YEAR. IN ADDITION TO ACADEMIC SUPPORT, STUDENTS PARTICIPATED IN SOCIAL-EMOTIONAL LEARNING, CHARACTER EDUCATION, AND BEHAVIOR SKILLS DEVELOPMENT DESIGNED TO STRENGTHEN DECISION-MAKING, SELF-REGULATION, LEADERSHIP, AND POSITIVE PEER RELATIONSHIPS. THE PROGRAM ALSO EMPHASIZES FAMILY ENGAGEMENT. PARENTS ACTIVELY PARTICIPATED THROUGH VOLUNTEER SERVICE AND ENGAGEMENT ACTIVITIES THAT REINFORCED STUDENT SUCCESS AND STRENGTHENED PARTNERSHIPS BETWEEN FAMILIES AND PROGRAM STAFF. 315475 19579 THE FORGE ATHLETIC DISCIPLESHIP PROGRAM FEATURES AN INTERNAL BASKETBALL LEAGUE FOR ROUGHLY 100 YOUTH ATHLETES AGED 5-10. IT ALSO SPONSORS THREE BOYS AND TWO GIRLS' AAU BASKETBALL TEAMS THAT COMPETE IN LOCAL, REGIONAL, AND OUT-OF-TOWN TOURNAMENTS WITHIN A FIVE-HOUR RADIUS. ADDITIONALLY, THE FORGE OFFERS TWO GIRLS' AAU VOLLEYBALL TEAMS AND A VOLLEYBALL SKILLS CAMP. 308412 92282 THE FORGE SUMMER DAY CAMP SERVED MORE THAN 115 STUDENTS DURING ITS EIGHT-WEEK SUMMER PROGRAM. DESIGNED TO PROVIDE A SAFE, ENGAGING, AND ENRICHING ENVIRONMENT WHILE SUPPORTING THE CHILDCARE NEEDS OF WORKING FAMILIES, THE PROGRAM COMBINES ACADEMIC ENRICHMENT, RECREATION, AND CHARACTER DEVELOPMENT. PARTICIPANTS ENGAGED IN DAILY TEAM SPORTS AND PHYSICAL FITNESS ACTIVITIES, RECEIVED ACADEMIC REINFORCEMENT TO HELP PREVENT SUMMER LEARNING LOSS, AND PARTICIPATED IN CHARACTER-BUILDING LESSONS THAT PROMOTED LEADERSHIP, RESPONSIBILITY, TEAMWORK, AND POSITIVE DECISION-MAKING. STUDENTS ALSO ENJOYED WEEKLY EDUCATIONAL AND RECREATIONAL FIELD TRIPS THAT BROADENED THEIR LEARNING EXPERIENCES AND EXPOSED THEM TO CULTURAL, EDUCATIONAL, AND COMMUNITY RESOURCES THROUGHOUT THE HOUSTON AREA. 530244 191251 530244 191251 1582099 1 1 0 0 0 0 0 0 0 0 1 1 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 19 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 X 14 13 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 CLINTON 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 MICHAEL DALTON 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 CHRIS D WEEKLEY BOARD MEMBER 2.00 X 0 0 0 DANA L THOMAS EXECUTIVE DIRECTOR/BOARD M 40.00 X X 165896 0 35425 NATHAN M WYNNE BOARD MEMBER 2.00 X 0 0 0 BRYANT LEE BOARD MEMBER 2.00 X 0 0 0 ELIZABETH WADE BOARD MEMBER 2.00 X 0 0 0 165896 0 35425 1 0 1 0 0 684612 792216 1476828 SUMMER PROGRAM 624410 92282 92282 AFTERSCHOOL PROGRAM 624410 56477 56477 ATHLETIC PROGRAM 624410 19579 19579 168338 34575 0 34575 34575 34575 61410 684612 386799 -325389 -325389 OTHER INCOME (YEAR-END LETTER) 900099 318328 318328 OTHER INCOME 900099 156676 156676 475004 1829356 677917 0 -325389 123635 94422 29213 880073 792435 87638 28974 28974 1632 1632 8238 7775 463 159629 154839 4790 97440 88877 8563 PROGRAM SERVICES 226821 226821 REPAIRS AND MAINTENANCE 172578 172578 VEHICLES 28570 15729 12841 BANK FEES 19744 4057 15687 33540 24566 8974 1780874 1582099 198775 0 2274373 1215094 877000 1784199 5010 9020 1767 1237 6190143 2281394 4067878 3908749 400000 3524 232 7229552 7318531 21425 33456 25841 54307 47266 87763 X 7123220 7123042 59066 107726 7182286 7230768 7229552 7318531 48482 0 X X 0 1 X 1 0 X 1977123 1901417 1660442 1515632 1538239 8592853 1977123 1901417 1660442 1515632 1538239 8592853 404893 8187960 9518 23950 36296 32440 34575 136779 8729632 1331099 0.93800 0.91060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 497456 497456 5433718 2096356 3337362 132125 68675 63450 126844 116363 10481 3908749 CERTIFICATES OF DEPOSIT - MATURITY > 1 YEAR 400000 C 400000 CREDIT CARDS PAYABLE 30327 ACCRUED EXPENSE 23748 LEASE LIABILITY 232 54307 X 2051598 222242 222242 1829356 0 1829356 2003116 222242 222242 1780874 0 1780874 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 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 222,242. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 222,242. GAME CHANGER GALA 506199 480699 25500 92169 GOLF TOURNAMENT 239823 203913 35910 72388 1 222242 746022 684612 61410 386799 386799 -325389 X 1 1 X X 0 0 0 0 0 0 0 0 0 DANA L THOMAS EXECUTIVE DIRECTOR/BOARD M 125896 0 0 0 40000 0 31000 0 4425 0 201321 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, FOLLOWED BY DELIBERATION WITH THE BOARD CHAIR AS WELL AS THE EXECUTIVE DIRECTOR BEFORE SETTING COMPENSATION LEVELS. BRIDGET THOMAS WIFE OF DANA THOMAS 83357 SALARY, RETIREMENT PLAN 0 COZY TOURING INC DAUGHTER IN LAW OF DANA THOMAS 40000 PAYMENT FOR SERVICES AT A FUNDRAISING EVENT 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 $83,357(D) DESCRIPTION OF TRANSACTION: SALARY, RETIREMENT AND FRINGE BY THE ORGANIZATION(E) SHARING OF ORGANIZATION REVENUES ? = NO SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: COZY TOURING INC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: DAUTHER IN LAW OF DANA THOMAS, EXECUTIVE DIRECTOR(C) AMOUNT OF TRANSACTION $40,000(D) DESCRIPTION OF TRANSACTION: PAYMENT FOR SERVICES AT A FUNDRAISING EVENT(E) SHARING OF ORGANIZATION REVENUES ? = 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, 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.