Forward Global INC: FY2020 Nonprofit Profile & Form 990 (EIN 98-0592591)

Renee Kaplan’s $280K as Chief Executive Officer is at the 93rd percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Renee Kaplan	$280,000	$296,000	$320,000	$320,000	$320,000
Margaret R Neilson	$240,625	$254,375	$275,000	—	—
Leslie Gross	$170,248	$182,325	$185,973	—	—
Jennifer Davis	—	—	—	$175,000	$152,867
Rachel Simon	$170,583	$173,550	$173,792	$146,900	$115,371
Brady Essmann	$165,792	$168,675	—	—	—
Antonio Tolentino	—	—	—	$155,500	$149,160
Alisa Tantraphol	$139,917	$142,350	$143,000	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 15aYes

Programs and updates

Mobilizes investors to accelerate social impact through learning and entrepreneurship.

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1 program · $1.4M · in their own filed words · FY2020

01

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.

$1.4Mprogram 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 · FY2025

Refugees International INCFY2025$31K

Total grants receivedfrom 1 funder$31K

By the numbers

The FY2020 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$2.5M

Ln 12

Gifts and grantsLn 1h$2.4M

Fees for servicesLn 2g$144K

Money outPt IX

$2.5M

Ln 25

Programscol B$1.4M

Managementcol C$663K

Fundraisingcol D$459K

Owns and owesPt X

−$198K

net assets · Ln 32

Cash and savingsLn 1–2$211K

Total assetsLn 16$444K

LiabilitiesLn 26$642K

PeoplePt VI, VII

16

listed · VII A

PaidVII A5

Voting boardVI 1a11

IndependentVI 1b11

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2.4M

Government grantsLn 1e$106K

Fees for servicesLn 2g$144K

Total revenueLn 12$2.5M

Assets in detailPt X, end of year

CashLn 1$159K

SavingsLn 2$52K

Cash and savings togetherLn 1–2$211K

Land, buildings, equipmentLn 10c$908

Other assetsLn 15$12K

Total assetsLn 16$444K

LiabilitiesLn 26$642K

Net assetsLn 32−$198K

OperationsPt I, VI

EmployeesI 511

VolunteersI 616

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$279K	$211K
Land, buildings, equipmentLn 10c	$908	$908
Total assetsLn 16	$386K	$444K
LiabilitiesLn 26	$555K	$642K
Net assetsLn 32	−$169K	−$198K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$458K	$229K	$78K	$151K
Other salaries and wagesLn 7	$579K	$289K	$98K	$191K
Pension plan contributionsLn 8	$14K	$7K	$2K	$5K
Other employee benefitsLn 9	$98K	$50K	$17K	$31K
Payroll taxesLn 10	$67K	$34K	$11K	$22K
Accounting feesLn 11c	$14K		$14K
Other fees for servicesLn 11g	$164K	$106K	$58K
Advertising and promotionLn 12	$17K			$17K
Office expensesLn 13	$16K	$8K	$2K	$5K
Information technologyLn 14	$34K	$17K	$6K	$11K
OccupancyLn 16	$72K	$36K	$12K	$24K
TravelLn 17	$3K		$3K
Payments to affiliatesLn 21	$335K		$335K
InsuranceLn 23	$23K		$23K
Other expenses (24a–d)Ln 24	$638K	$635K	$1K	$2K
All other expensesLn 24e	$7K	$6K	$952
Total functional expensesLn 25	$2.5M	$1.4M	$663K	$459K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$6.4M	$5.0M	$1.4M	$681K	990 PDF
FY2023	$3.6M	$4.0M	−$374K	−$737K	990 PDF
FY2022	$3.4M	$4.0M	−$598K	−$362K	990 PDF
FY2021	$3.1M	$2.7M	$434K	$236K	990 PDF
FY2020 Viewing	$2.5M	$2.5M	−$30K	−$198K	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 J · Pay O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $2,507,817 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,019,368$2,364,104

I-9 Program service revenuePrior year $1,149,320$143,713

I-10 Investment incomePrior year $611$0

I-11 Other revenuePrior year $66,333$0

I-12 Total revenuePrior year $2,235,632$2,507,817

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $837,837$1,215,591

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $1,272,015$1,322,001

I-18 Total expensesPrior year $2,109,852$2,537,592

I-19 Revenue less expensesPrior year $125,780−$29,775

Part VI · Governance 11 of 11 board members independent, 1 to look at

VI-1a Voting members of the governing body11

VI-1b Independent voting members11

VI-13 Written whistleblower policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $2,507,817 across 5 lines filed

VIII-1e Government grants$106,422

VIII-1f All other contributions, gifts and grants$2,257,682

VIII-1h Total contributions, gifts and grants$2,364,104

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $143,713$143,713

VIII-12 Total revenueRelated to mission $143,713 · Unrelated business $0 · Excluded from tax $0$2,507,817

Part IX · Statement of functional expenses $2,537,592 across 16 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $228,866 · Management $77,815 · Fundraising $151,052$457,733

IX-7 Other salaries and wagesPrograms $289,359 · Management $98,382 · Fundraising $190,977$578,718

IX-8 Pension plan contributionsPrograms $7,143 · Management $2,429 · Fundraising $4,716$14,288

IX-9 Other employee benefitsPrograms $49,548 · Management $16,845 · Fundraising $31,337$97,730

IX-10 Payroll taxesPrograms $33,561 · Management $11,411 · Fundraising $22,150$67,122

IX-11c Accounting feesManagement $14,375$14,375

IX-11g Other fees for servicesPrograms $105,862 · Management $58,061$163,923

IX-12 Advertising and promotionFundraising $17,000$17,000

IX-13 Office expensesPrograms $7,945 · Management $2,396 · Fundraising $5,244$15,585

IX-14 Information technologyPrograms $16,979 · Management $5,773 · Fundraising $11,206$33,958

IX-16 OccupancyPrograms $35,764 · Management $12,160 · Fundraising $23,604$71,528

IX-17 TravelManagement $2,647$2,647

IX-21 Payments to affiliatesManagement $335,000$335,000

IX-23 InsuranceManagement $23,271$23,271

IX-24 Other expenses (24a–d)Programs $634,587 · Management $1,071 · Fundraising $2,080$637,738

IX-24e All other expensesPrograms $6,024 · Management $952$6,976

IX-25 Total functional expensesPrograms $1,415,638 · Management $662,588 · Fundraising $459,366$2,537,592

Part X · Balance sheet $443,987 assets, 14 lines filed

X-1 Cash, non-interest-bearingStart of year $227,138$159,430

X-2 Savings and temporary cash investmentsStart of year $52,051$52,051

X-3 Pledges and grants receivable$183,000

X-9 Prepaid expenses and deferred chargesStart of year $63,270$36,473

X-10c Land, buildings and equipment, netStart of year $908$908

X-15 Other assetsStart of year $12,125$12,125

X-16 Total assetsStart of year $386,108$443,987

X-17 Accounts payable and accrued expensesStart of year $261,013$471,767

X-19 Deferred revenueStart of year $293,600$13,500

X-26 Total liabilitiesStart of year $554,613$642,267

X-27 Net assets without donor restrictionsStart of year −$562,433−$198,280

X-28 Net assets with donor restrictionsStart of year $393,928$0

X-32 Total net assets or fund balancesStart of year −$168,505−$198,280

X-33 Total liabilities and net assetsStart of year $386,108$443,987

Part XI · Reconciliation of net assets −$198,280 net assets at year end

XI-1 Total revenue$2,507,817

XI-2 Total expenses$2,537,592

XI-3 Revenue less expenses−$29,775

XI-4 Net assets at start of year−$168,505

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year−$198,280

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Forward Global INC FY2020 filing

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