2025-10-15T19:32:52-05:00 2024-12-31 463330935 AVENSON HAMANN CPAS LLP 7421 BURNET ROAD 522 AUSTIN TX 78757 990 2024-01-01 611457145 THE FORTE FOUNDATION FORT 7133019039 9600 ESCARPMENT 745 PMB72 AUSTIN TX 78749 ELISSA ELLIS SANGSTER CEO 7133019039 2025-10-15 1 1 CATHERINE AVENSON P01259734 5126939131 2024 2025-03-06 01:10:19Z ELISSA ELLIS SANGSTER 9600 ESCARPMENT 745 PMB72 AUSTIN TX 78749 6828496 0 X WWW.FORTEFOUNDATION.ORG X 2000 IL WE FUEL THE FUTURE OF BUSINESS BY CONNECTING AMBITIOUS CAREER-DRIVEN WOMEN WITH LEADING COMPANIES AND BUSINESS SCHOOLS--EQUIPPING THEM WITH CRITICAL SKILLS, NETWORKS, AND RESOURCES TO THRIVE IN HIGH-IMPACT CAREERS. 16 16 42 1674 0 0 3915820 3826728 2811757 2924400 63009 77368 0 0 6790586 6828496 26500 10000 0 0 4324493 4727365 0 0 681604 2433829 2426676 6784822 7164041 5764 -335545 3730733 3484051 2225168 2314031 1505565 1170020 WE FUEL THE FUTURE OF BUSINESS BY CONNECTING AMBITIOUS CAREER-DRIVEN WOMEN WITH LEADING COMPANIES AND BUSINESS SCHOOLS--EQUIPPING THEM WITH CRITICAL SKILLS, NETWORKS, AND RESOURCES TO THRIVE IN HIGH-IMPACT CAREERS. 0 0 5364850 10000 2924400 FORTE'S ALLIANCE CONNECTS TALENTED WOMEN, COMPANIES, UNIVERSITIES, AND BUSINESS SCHOOLS. FORTE PROVIDES WOMEN WITH ACCESS TO BUSINESS EDUCATION, ROLE MODELS, PROFESSIONAL NETWORKS, AND LEADERSHIP TRAINING THAT EMPOWERS THEM TO RETHINK WHAT IS POSSIBLE. 5364850 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 65 0 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ELISSA ELLIS SANGSTER 5125355157 9600 ESCARPMENT 745 PMB 72 AUSTIN TX 78749 ALEXIS CAPRA BOARD MEMBER 1.00 X 0 0 0 BEVERLEY BABCOCK SECRETARY 1.00 X X 0 0 0 CAITLIN MCLAUGHLIN CHAIR 1.00 X X 0 0 0 DOUG JOHNSON BOARD MEMBER 1.00 X 0 0 0 BARBARA SORIA BOARD MEMBER 1.00 X 0 0 0 ELLEN GLAZERMAN BOARD MEMBER 1.00 X 0 0 0 JEANNETTE MARTIN TREASURER 1.00 X X 0 0 0 LAURIANN KLOPPENBURG BOARD MEMBER 1.00 X 0 0 0 MARQUES BENTON BOARD MEMBER 1.00 X 0 0 0 NICOLE IRVIN BOARD MEMBER 1.00 X 0 0 0 KRIS COTRONE BOARD MEMBER 1.00 X 0 0 0 SARA O'REILLY BOARD MEMBER 1.00 X 0 0 0 NOGIE UDEVBULU BOARD MEMBER 1.00 X 0 0 0 MELANIE CARUCCI VICE CHAIR 1.00 X X 0 0 0 JOSH STEWART BOARD MEMBER 1.00 X 0 0 0 PETER JOHNSON BOARD MEMBER 1.00 X 0 0 0 ROXANNE HORI BOARD MEMBER 1.00 X 0 0 0 KAREN KORN BOARD MEMBER 1.00 X 0 0 0 KATHLEEN MCQUIGGAN BOARD MEMBER 1.00 X 0 0 0 ELISSA ELLIS SANGSTER CEO 40.00 X 269275 0 40055 KATHERINE STANFIELD VP MARKETING 40.00 X 190212 0 25274 ARRION RATHSACK VP PROGRAMS 40.00 X 167383 0 24347 DANIEL GARZA VP TECHNOLOGY & DATA 40.00 X 188991 0 25149 AMY ORLOV DIRECTOR - PROFESSIONAL PR 40.00 X 159298 0 22566 MARISKA MORSE VP DEVELOPMENT 40.00 X 165550 0 13100 1140709 0 150491 11 0 1 0 0 3532621 294107 3826728 CONFERENCES AND WORKSH 611710 2663457 2663457 UNIVERSITY ADS 611710 210943 210943 STRATEGIC PARTNERSHIPS 611710 50000 50000 2924400 77368 77368 6828496 2924400 0 77368 10000 10000 309331 77333 185598 46400 3661870 2744504 506280 411086 148252 119392 12843 16017 311559 228133 48044 35382 296353 211972 50346 34035 24978 24978 32181 32181 190665 81859 86258 22548 380351 328724 29039 22588 77175 11548 59010 6617 333795 298682 22649 12464 208893 120761 57786 30346 1027765 1027765 BANK FEES 63030 58186 4844 FUNDRAISING ACTIVITIES 36055 36055 TELECOMMUNICATIONS 31040 27936 1552 1552 EQUIPMENT AND MAINTENAN 10638 9525 521 592 10110 8530 502 1078 7164041 5364850 1117587 681604 354537 426598 2831450 2246834 317801 253751 226945 306868 250000 3730733 3484051 45408 121896 1921415 1924582 258345 267553 2225168 2314031 X 1405565 1098488 100000 71532 1505565 1170020 3730733 3484051 -335545 0 X 0 1 X 1 0 X 2657223 3255707 3196605 3915820 3826728 16852083 2657223 3255707 3196605 3915820 3826728 16852083 16852083 1442 1033 8783 63009 77368 151635 17003718 11933075 0.99110 0.99520 X 0 LONG TERM CERTIFICATES OF DEPOSIT 250000 F 250000 ACCRUED EXPENSES 267553 267553 X 6986654 158158 158158 6828496 0 6828496 7322199 158158 158158 7164041 0 7164041 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY FORTE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF FORTE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 SCHOLARSHIPS 10 10000 PART I, LINE 2: CURRRENT UNDERGRADUATE STUDENTS WHO ARE LEGAL RESIDENTS OF THE US WERE ELIGIBLE TO APPLY FOR A SCHOLARSHIP. SCHOLARSHIPS WERE AWARDED BY A PANEL OF FORTE STAFF BASED ON ELIGIBILITY CRITERIA. X X X 0 0 0 0 0 0 0 0 0 ELISSA ELLIS SANGSTER CEO 254275 0 15000 0 0 0 28697 0 11358 0 309330 0 15000 0 KATHERINE STANFIELD VP MARKETING 185212 0 5000 0 0 0 15080 0 10194 0 215486 0 5000 0 DANIEL GARZA VP TECHNOLOGY & DATA 184991 0 4000 0 0 0 14955 0 10194 0 214140 0 4000 0 ARRION RATHSACK VP PROGRAMS 162383 0 5000 0 0 0 13547 0 10800 0 191730 0 5000 0 AMY ORLOV DIRECTOR - PROFESSIONAL PR 156298 0 3000 0 0 0 11208 0 11358 0 181864 0 3000 0 MARISKA MORSE VP DEVELOPMENT 165550 0 0 0 0 0 12525 0 575 0 178650 0 5000 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FILED WITH THE IRS FOLLOWING A REVIEW BY MANAGEMENT, AUDIT COMMITTEE APPROVAL, AND SUBMISSION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY POTENTIAL CONFLICTS AND RECUSE THEMSELVES FROM DISCUSSIONS AND VOTES WHERE THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION LEVELS ARE DETERMINED BASED ON A REVIEW OF INDUSTRY COMPARABLE DATA. THE BOARD CHAIR AND CHAIR OF FINANCE APPROVE THE COMPENSATION FOR THE CEO AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST OR CAN BE FOUND ON THE ORGANIZATION'S WEBSITE.