Nonprofit · EIN 85-1971507
KCS FORWARD FOUNDATION
Tax-exempt · KETTERING, OH 45429
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $112,553 | $92,807 | $19,746 | $151,777 | $660 | $151,117 |
| December 31, 2024 | 990-EZ | $73,268 | $22,637 | $50,631 | $132,169 | $798 | $131,371 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $112,553
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $76,298
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $125
- Program services (functional)
- $76,298
- Management and general (functional)
- $1,301
- Fundraising (functional)
- $15,208
Balance sheet and other
- Total assets, start of year
- $132,169
- Total assets, end of year
- $151,777
- Total liabilities, end of year
- $660
- Net assets, end of year
- $151,117
- Gross receipts
- $112,553
- Employees
- 0
- Volunteers
- 20
- Year formed
- 2022
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Berlon | Board President Trustee or director, Officer | 3 | $0 |
| Jason Moore | Board Member Trustee or director | 1 | $0 |
| Ryan Konkel | Vice President Trustee or director, Officer | 1 | $0 |
| Kelly Hart | Secretary Trustee or director, Officer | 1 | $0 |
| Kim Frisby | Board Member Trustee or director | 1 | $0 |
| Brad Steel | Treasurer Trustee or director, Officer | 3 | $0 |
| Matt | Osborne Trustee or director | 1 | $0 |
| Jessica Stickel | Executive Director Key employee, Highest-paid employee | 20 | $0 |
990-EZ for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Berlon | Board President | 3 | $0 |
| Jessica Stickel | Executive Director | 18 | $0 |
| Jessica Kelly | Board Secretary | 2 | $0 |
| Jason Moore | Board Member | 1 | $0 |
| Ryan Konkel | Board Member | 1 | $0 |
| Robyn Bittner | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 580 LINCOLN PARK BLVD STE 105, KETTERING, OH 45429-3556
- In care of
- % KETTERING SCHOOL DISTRICT TREASUR
- Mailing address (990-N for 2023)
- 580 Lincoln Park Blvd Suite 105, Kettering OH 45429
- Principal officer (990 for 2025)
- Jessica Stickel, 4495 Dolley Drive, Dayton, OH 45440
- Principal officer (990-N for 2023)
- Jim Berlon, 4013 Pepperwell Cr, Dayton OH 45440
- Signed the 990
- Jessica Stickel, Executive Director
- Phone
- (937) 499-1459
- Website
- www.KCSForwardFoundation.org
Mission
our purpose is charitable and educational
Program accomplishments
- Building & Equipment Grants directly served over 1000 students, 50+ staff members, and countless families with the completion of an outdoor classroom at Oakview and the installation of a concrete pad and picnic tables for the KMS Gathering Space. Hundreds of student athletes and thousands of community members have enjoyed an elevated experience at Trent Arena thanks to the updated scoreboard and video board project which has created industry standard learning experiences for 10+ interactive media students.Expenses $40,253
- Community Outreach Projects directly served 50+ students and 10+ staff members per month through Supper Club; 175 students directly through Hope Squad and the entire middle school and high school student populations indirectly through Hope Squad; due to the community "adoption" of the Community Cupboards, it's impossible to count the number of students, staff and families served this way (but we do know that the cupboards were restocked at least twice a month, so the items were being used).Expenses $8,946
- Alumni Engagement served over 20,000 alumni and friends through communications, 125 alumni through events, and 300+ students had workforce experiences (career speakers, job shadows, lunch-and-learn visits) thanks to alumni partners.Expenses $8,028
- This year, we began partnering with a student-led community fundraiser, Spirit Chain, which is a competition between Kettering students and students from a neighboring community, Centerville. The KCS Forward Foundation accepted contributions on behalf of the student Spirit Chain competition. Funds were then redirected to the student chosen charities.Expenses $19,071
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 85-1971507
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $151,777
- Income (IRS master file)
- $112,553
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $112,553 | $92,807 | $151,777 | IRS |
| 990-EZ | December 2024 | $73,268 | $22,637 | $132,169 | IRS |
| 990-N for 2023 Officer: Jim Berlon | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Jim Berlon | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-1971507).
Questions about KCS FORWARD FOUNDATION
- What is the EIN of KCS FORWARD FOUNDATION?
- The employer identification number (EIN) of KCS FORWARD FOUNDATION is 85-1971507.
- Is KCS FORWARD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to KCS FORWARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KCS FORWARD FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KCS FORWARD FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KCS FORWARD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of KCS FORWARD FOUNDATION?
- The 990 for the year ended December 31, 2025 names Jessica Stickel.
- Who are the officers and directors of KCS FORWARD FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does KCS FORWARD FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $112,553, expenses of $92,807 and total assets of $151,777 at year end.
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