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The Forge Initiative INC

Tax-deductible

Cary, NC501(c)(3)Since 2010Education EIN 27-3380977Revenue $144K in FY2025

On file with the IRStheforgeinitiative.orgPo Box 4798, 27519-4798 · Cary, NCTax-exempt since Jul 2011Publicly supported charity — 170(b)(1)(A)(vi)

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To empower families and individuals of all ages to collaboratively explore, learn, and lead using technology and engineering.

501(c)(3) charity; gifts are tax-deductible.
64¢ of each $1 spent went to programs.
Run by 131 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $11K a year · 6% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
64%
of spending
Worth a look: 64% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Plus $43K in investments, Pt X · Ln 11–13
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $29K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$144K
-47% vs prior year
Spent
$172K
To programs
64%
Net assets
$71K
By yearFY2020–FY2025
Revenue
$144K
FY2025▼ -47%
Tap a bar for its year
Revenue by fiscal year
FY2020$190K
FY2021$100K
FY2022$174K
FY2023$212K
FY2024$274K
FY2025$144K
Expenses
$172K
FY2025▼ -37%
Tap a bar for its year
Expenses by fiscal year
FY2020$225K
FY2021$129K
FY2022$161K
FY2023$201K
FY2024$274K
FY2025$172K
Net assets
$71K
FY2025▼ -28%
Tap a bar for its year
Net assets by fiscal year
FY2020$94K
FY2021$70K
FY2022$81K
FY2023$92K
FY2024$99K
FY2025$71K

From the FY2025 Form 990 (year ending June 2025) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

64 cents of each dollar spent went to programs.

Program services 64% · $110K Management & general 31% · $53K Fundraising 5% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
David Huang
Board of Dir
$0Pt VII · Sec A
David Jones
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Robert Mackie
Secretary
$0Pt VII · Sec A
Seshu Uppalapati
Vice Preside
$0Pt VII · Sec A
Linda Whipker
Treasurer
$0Pt VII · Sec A
See The Forge Initiative INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Empowers families and individuals to explore, learn, and lead using technology and engineering.

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Provided by the organization

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1 program · $110K · in their own filed words · FY2024
01

Competitive robotics teams serve students ages 6-18 working with adult mentors to participate in various levels of competition

$110Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
American Online Giving Foundation INCFY2024$19K
Fidelity Investments Charitable Gift FundFY2024$10K
Total grants receivedfrom 2 funders$29K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$144K
Ln 12
Gifts and grantsLn 1h$120K
Fees for servicesLn 2g$22K
Other incomeLn 4–11$2K
Money outPt IX
$172K
Ln 25
Programscol B$110K
Managementcol C$53K
Fundraisingcol D$9K
Owns and owesPt X
$71K
net assets · Ln 32
Cash and savingsLn 1–2$18K
Total assetsLn 16$73K
LiabilitiesLn 26$2K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$120K
Noncash giftsLn 1g$15K
Fees for servicesLn 2g$22K
Investment incomeLn 3$214
Other incomeLn 4–11$2K
Gains on assetsLn 7$159
Total revenueLn 12$144K
Assets in detailPt X, end of year
CashLn 1$18K
SavingsLn 2$180
Cash and savings togetherLn 1–2$18K
InvestmentsLn 11–13$43K
Other assetsLn 15$4K
Total assetsLn 16$73K
LiabilitiesLn 26$2K
Net assetsLn 32$71K
OperationsPt I, VI
EmployeesI 52
VolunteersI 6131
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$64K$18K
InvestmentsLn 11–13$29K$43K
Total assetsLn 16$104K$73K
LiabilitiesLn 26$6K$2K
Net assetsLn 32$99K$71K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$38K$5K$26K$7K
Payroll taxesLn 10$3K$357$2K$519
Accounting feesLn 11c$1K$1K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$1K$263$784
Information technologyLn 14$7K$5K$2K$98
OccupancyLn 16$53K$43K$9K$960
TravelLn 17$19K$19K
Depreciation, depletion and amortizationLn 22$184$184
InsuranceLn 23$6K$3K$3K$72
Other expenses (24a–d)Ln 24$43K$34K$9K$81
Total functional expensesLn 25$172K$110K$53K$9K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $144K$172K−$28K$71K 990 PDF
FY2024 $274K$274K−$95$99K 990 PDF
FY2023 $212K$201K$11K$92K 990 PDF
FY2022 $174K$161K$13K$81K 990 PDF
FY2021 $100K$129K−$29K$70K 990 PDF
FY2020 $190K$225K−$35K$94K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $144,055 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $147,671$119,831
I-9 Program service revenuePrior year $116,792$21,617
I-10 Investment incomePrior year $119$214
I-11 Other revenuePrior year $9,200$2,393
I-12 Total revenuePrior year $273,782$144,055
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $39,757$40,761
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $234,120$131,167
I-18 Total expensesPrior year $273,877$171,928
I-19 Revenue less expensesPrior year −$95−$27,873
Part VI · Governance 4 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $144,055 across 8 lines filed
VIII-1f All other contributions, gifts and grants$119,831
VIII-1g Noncash contributions (included above)$14,667
VIII-1h Total contributions, gifts and grants$119,831
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,617$21,617
VIII-3 Investment incomeRelated to mission $55$55
VIII-7 Net gain or loss on sales of assetsRelated to mission $159$159
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,393$2,393
VIII-12 Total revenueRelated to mission $24,224$144,055
Part IX · Statement of functional expenses $171,928 across 11 lines filed
IX-7 Other salaries and wagesPrograms $4,657 · Management $26,418 · Fundraising $6,789$37,864
IX-10 Payroll taxesPrograms $357 · Management $2,021 · Fundraising $519$2,897
IX-11c Accounting feesManagement $1,200$1,200
IX-12 Advertising and promotionPrograms $1,588$1,588
IX-13 Office expensesPrograms $263 · Management $784$1,047
IX-14 Information technologyPrograms $4,570 · Management $1,842 · Fundraising $98$6,510
IX-16 OccupancyPrograms $42,664 · Management $8,878 · Fundraising $960$52,502
IX-17 TravelPrograms $18,985$18,985
IX-22 Depreciation, depletion and amortizationPrograms $184$184
IX-23 InsurancePrograms $3,041 · Management $2,939 · Fundraising $72$6,052
IX-24 Other expenses (24a–d)Programs $33,858 · Management $9,160 · Fundraising $81$43,099
IX-25 Total functional expensesPrograms $110,167 · Management $53,242 · Fundraising $8,519$171,928
Part X · Balance sheet $72,740 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $64,470$18,083
X-2 Savings and temporary cash investmentsStart of year $5$180
X-4 Accounts receivableStart of year $6,067$2,598
X-9 Prepaid expenses and deferred charges$4,200
X-11 Publicly traded securitiesStart of year $29,308$43,479
X-15 Other assetsStart of year $4,200$4,200
X-16 Total assetsStart of year $104,234$72,740
X-17 Accounts payable and accrued expensesStart of year $5,550$1,929
X-26 Total liabilitiesStart of year $5,550$1,929
X-27 Net assets without donor restrictionsStart of year $98,684$70,811
X-32 Total net assets or fund balancesStart of year $98,684$70,811
X-33 Total liabilities and net assetsStart of year $104,234$72,740
Part XI · Reconciliation of net assets $70,811 net assets at year end
XI-1 Total revenue$144,055
XI-2 Total expenses$171,928
XI-3 Revenue less expenses−$27,873
XI-4 Net assets at start of year$98,684
XI-10 Net assets at end of year$70,811

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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