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Nonprofit · EIN 98-0592591

FORWARD GLOBAL INC

Tax-exempt · NEW YORK, NY 10026

Financials

$3.6M$4M2023$6.4M$5M2024
Revenue Expenses · by fiscal year end
Financials of FORWARD GLOBAL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$6,401,532$4,983,617$1,417,915$1,607,962$926,608$681,354
December 31, 2023990$3,603,903$3,978,086-$374,183$260,413$996,974-$736,561
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,677,010
Program service revenue
$593,621
Investment income
$1,386
Other revenue
$129,515

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$450,583
Other salaries and wages
$1,261,446
Salaries, compensation and benefits (total)
$2,062,023
Professional fundraising fees
$0
Accounting fees
$16,000
Occupancy
$65,505
Travel
$52,581
Program services (functional)
$3,424,132
Management and general (functional)
$864,419
Fundraising (functional)
$695,066

Balance sheet and other

Total assets, start of year
$260,413
Total assets, end of year
$1,607,962
Total liabilities, end of year
$926,608
Net assets, end of year
$681,354
Net assets without donor restrictions
-$105,587
Net assets with donor restrictions
$786,941
Gross receipts
$6,401,532
Employees
12
Volunteers
0
Year formed
2008
State of legal domicile
DE

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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
RENEE KAPLANCHIEF EXECUTIVE OFFICER
Officer
40$280,000$14,000
MARGARET R NEILSONCHIEF MARKETING OFFICER
Highest-paid employee
40$240,625$42,633
LESLIE GROSSGEN COUNSEL AND MANAGING D
Highest-paid employee
40$170,248$35,984
BRADY ESSMANNCHIEF REVENUE OFFICER
Highest-paid employee
40$165,792$37,135
RACHEL SIMONTREASURER & CHIEF OPERATING OFFICER
Officer
40$170,583$29,596
ALISA TANTRAPHOLMANAGING DIRECTOR
Highest-paid employee
40$139,917$16,386
MILTON SPEIDMEMBER
Trustee or director
10$0$0
ELLIOTT DONNELLYCHAIR
Trustee or director, Officer
20$0$0
LAUREN CRAMERSECRETARY
Trustee or director, Officer
10$0$0
SABRINA POURMANDMEMBER
Trustee or director
10$0$0
CASEY BOXMEMBER
Trustee or director
10$0$0
ANDREW CHUNILALLMEMBER
Trustee or director
10$0$0
DAVID LEEMEMBER
Trustee or director
10$0$0
LORENE AREYMEMBER
Trustee or director
10$0$0
LAUREN BOOKER ALLENMEMBER
Trustee or director
10$0$0
3 more people on this return
NameTitleHours / weekCompensation
GLEN GALAICHMEMBER
Trustee or director
10$0
TRACI MADDOCKMEMBER
Trustee or director
10$0
SAPPHIRA GORADIAVICE CHAIR
Trustee or director, Officer
10$0
990 for the year ended December 31, 2023: 18 people
NameTitleHours / weekCompensationOther / benefits
RENEE KAPLANCHIEF EXECUTIVE OFFICER
Officer
40$296,000$5,100
MARGARET R NEILSONCHIEF MARKETING OFFICER
Highest-paid employee
40$254,375$44,346
LESLIE GROSSGEN COUNSEL AND MANAGING D
Highest-paid employee
40$182,325$64,198
RACHEL SIMONTREASURER
Officer
40$173,550$27,680
BRADY ESSMANNCHIEF REVENUE OFFICER
Highest-paid employee
1$168,675$27,171
ALISA TANTRAPHOLMANAGING DIRECTOR
Highest-paid employee
40$142,350$14,585
MILTON SPEIDMEMBER
Trustee or director
10$0$0
ELLIOTT DONNELLYCHAIR
Trustee or director, Officer
20$0$0
LAUREN CRAMERSECRETARY
Trustee or director, Officer
10$0$0
SABRINA POURMANDMEMBER
Trustee or director
10$0$0
CASEY BOXMEMBER
Trustee or director
10$0$0
ANDREW CHUNILALLMEMBER
Trustee or director
10$0$0
DAVID LEEMEMBER
Trustee or director
10$0$0
BO SHAOMEMBER
Trustee or director
10$0$0
LAUREN BOOKER ALLENMEMBER
Trustee or director
10$0$0
GLEN GALAICHMEMBER
Trustee or director
10$0$0
TRACI MADDOCKMEMBER
Trustee or director
10$0$0
SAPPHIRA GORADIAVICE CHAIR
Trustee or director, Officer
10$0$0

Address and contacts

Address (IRS master file)
232 W 116TH ST UNIT 1763, NEW YORK, NY 10026-9091
In care of
% RACHEL SIMON
Principal officer (990 for 2024)
RACHEL SIMON, 110 EAST 25TH STREET, NEW YORK, NY 10010
Signed the 990
RACHEL SIMON, TREASURER
Phone
(415) 617-5540
Return prepared by
YOUNT HYDE & BARBOUR PC

Mission

FORWARD GLOBAL CURATES A COMMUNITY AND CULTURE THAT CHALLENGES THE STATUS QUO, UNLOCKING KNOWLEDGE AND CONNECTIONS FOR IMPACT. WE EQUIP OUR GLOBAL COMMUNITY OF ACTION-ORIENTED, OPEN-MINDED INDIVIDUALS TO MOBILIZE THEIR RESOURCES TO CREATE A BETTER WORLD FOR ALL PEOPLE AND THE PLANET. OUR COMMUNITY OF VALUES-ALIGNED LEADERS IS INNOVATING AT THE INTERSECTIONS OF BUSINESS, PHILANTHROPY AND POLICY TO ENSURE A THRIVING, SUSTAINABLE, MORE EQUITABLE WORLD.

990 for the year ended December 31, 2024

Program accomplishments

  • COMMUNITY SERVICES - A COMMUNITY OF MORE THAN 350 PHILANTHROPISTS AND SOCIAL INVESTORS, TPW IS ONE OF THE LARGEST NETWORKS OF ITS KIND AND UNIQUE TO THE FIELD OF SOCIAL IMPACT. MEMBERS HAIL FROM THE UNITED STATES AND UNITED KINGDOM, WITH SIGNIFICANT NUMBERS ALSO FROM CANADA, EUROPE, LATIN AMERICA, THE MIDDLE EAST, AND ASIA. PROGRAMMING IS DESIGNED AROUND ACTION, COLLABORATION, AND IMPACT AND INCLUDE GLOBAL LEARNING JOURNEYS, ANNUAL SUMMIT, ACTION-ORIENTED PEER GROUPS, AND SKILLS-BUILDING TRAINING THAT COMPRISE AN INTEGRATED "MASTERS" PLATFORM FOR LIFELONG LEARNING, SKILLS DEVELOPMENT, SHARED EXPERIENCES, COLLABORATION AND INNOVATION.
    Expenses $3,424,132 · revenue $593,621

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
98-0592591
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
2009
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,607,962
Income (IRS master file)
$6,401,532

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$6,401,532$4,983,617$1,607,962XML
990December 2023$3,603,903$3,978,086$260,413XML
990December 2022$3,416,908$4,014,951$437,872IRS
990December 2021–––IRS
990December 2020–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about FORWARD GLOBAL INC

What is the EIN of FORWARD GLOBAL INC?
The employer identification number (EIN) of FORWARD GLOBAL INC is 98-0592591.
Is FORWARD GLOBAL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to FORWARD GLOBAL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FORWARD GLOBAL INC 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 FORWARD GLOBAL INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORWARD GLOBAL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of FORWARD GLOBAL INC?
The 990 for the year ended December 31, 2024 names RACHEL SIMON.
Who are the officers and directors of FORWARD GLOBAL INC?
The 990 for the year ended December 31, 2024 lists 18 people; 6 received compensation from the organization, the highest $280,000 (RENEE KAPLAN, CHIEF EXECUTIVE OFFICER).
How much revenue does FORWARD GLOBAL INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $6,401,532, expenses of $4,983,617 and total assets of $1,607,962 at year end.

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