2025-12-10T15:08:47-06:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 811823628 EDUCATION FORWARD DC EDUC 2028705259 650 MASSACHUSETTS AVE NW WASHINGTON DC 20001 BISI OYEDELE CHIEF EXECUTIVE OFFICER 2028705259 2025-12-10 1 1 FRANK SMITH P00639053 2022274000 2025-12-10 2024 2025-03-06 01:10:19Z ABIDEMI B OYEDELE 650 MASSACHUSETTS AVE NW WASHINGTON DC 20001 33603976 0 X WWW.EDFORWARDDC.ORG X 2016 DC TO SUPPORT EDUCATION LEADERS AS THEY STRIVE TO CREATE HIGH-QUALITY, EQUITABLE DC PUBLIC SCHOOLS. 14 13 16 13 0 0 9314343 20866941 0 0 744003 1051573 0 10564 10058346 21929078 8517857 5982609 0 0 2891893 2959740 0 0 818437 1205453 1067832 12615203 10010181 -2556857 11918897 15185897 26876440 741149 622027 14444748 26254413 EDUCATION FORWARD DC (ED FORWARD DC) WORKS TO MAKE SURE EVERY DC STUDENT THRIVES BY SUPPORTING AND ADVANCING HIGH-QUALITY AND EQUITABLE EDUCATIONAL EXPERIENCES. 0 0 8611203 5982609 10564 EDUCATION FORWARD DC ACCELERATES INNOVATION AND IMPROVEMENT IN D.C.'S EDUCATION SYSTEM BY SUPPORTING A PORTFOLIO OF SCHOOLS DESIGNED TO SERVE AT-RISK AND SPECIAL EDUCATION STUDENTS WELL, HUMAN CAPITAL ORGANIZATIONS TO ENSURE THAT SCHOOLS HAVE GREAT TEACHERS AND LEADERS, AND ORGANIZATIONS CREATING AND SUSTAINING THE CONDITIONS UNDER WHICH GREAT SCHOOLS CAN OPEN AND GROW. 8611203 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO DC MD NC NY VA WA X NAOMI SHACHTER 2027099047 650 MASSACHUSETTS AVE NW WASHINGTON DC 20001 BISI OYEDELE CEO 40.00 X X 306001 0 46935 JOSH EDELMAN BOARD CHAIR 1.00 X X 0 0 0 ABIGAIL SMITH SECRETARY 1.00 X X 0 0 0 CLAUDIA LUJAN TREASURER 1.00 X X 0 0 0 DANE ANDERSON DIRECTOR 1.00 X 0 0 0 ADEMUYIWA BAMIDURO DIRECTOR 1.00 X 0 0 0 KEVIN BORGMANN DIRECTOR 1.00 X 0 0 0 PATRICK DOBARD DIRECTOR 1.00 X 0 0 0 CHRISTINA GRANT DIRECTOR 1.00 X 0 0 0 CHERYL HOLCOMB-MCCOY DIRECTOR 1.00 X 0 0 0 JEANIE LEE DIRECTOR 1.00 X 0 0 0 MARISA PARRELLA DIRECTOR 1.00 X 0 0 0 NICK RODRIGUEZ DIRECTOR 1.00 X 0 0 0 TIFFANY WILLIAMS DIRECTOR 1.00 X 0 0 0 MARGIE YEAGER MANAGING PARTNER 40.00 X 248085 0 54560 ERIN SHEEHY PARTNER 40.00 X 196625 0 8210 RASHIDA YOUNG PARTNER 40.00 X 186765 0 41318 FONDA SUTTON PARTNER 40.00 X 196442 0 25004 MICHAEL DELGADO SENIOR MANAGER 40.00 X 129302 0 14603 MATT NOCELLA SENIOR MANAGER 40.00 X 131435 0 15276 ALAINA SMITH SENIOR MANAGER 40.00 X 125311 0 11796 ERIN GARRATT SENIOR MANAGER 40.00 X 122231 0 17193 CAITLIN CAMPBELL-HAHN SENIOR MANAGER 40.00 X 126239 0 14876 1768436 0 249771 11 0 1 0 GEORGETOWN PUBLIC AFFAIRS 1025 THOMAS JEFFERSON SUITE W-3700 WASHINGTON DC 20007 CONSULTING 182000 1 20866941 20866941 717591 717591 12008880 11674898 333982 333982 333982 MISCELLANEOUS 900099 10564 10564 10564 21929078 10564 0 1051573 5907109 5907109 75500 75500 1450374 914226 79628 456520 1245632 887280 144852 213500 48072 34218 5126 8728 30989 30989 184673 124270 15268 45135 30273 30273 99342 99342 273 273 462463 293883 148580 20000 23981 15058 3209 5714 86018 64767 3960 17291 145394 96915 11934 36545 13291 10367 1616 1308 67100 56275 1642 9183 7606 5068 625 1913 SERVICE CONTRACTS 118063 118063 PROFESSIONAL DEVELOPMEN 10014 7800 211 2003 MISCELLANEOUS 4014 404 3013 597 10010181 8611203 580541 818437 837779 873192 4014391 14602069 2906655 8402870 60041 17320 7019517 2602977 347514 378012 15185897 26876440 315974 450265 85000 0 340175 171762 741149 622027 X 5568748 7981662 8876000 18272751 14444748 26254413 15185897 26876440 X 11918897 -309232 200000 X 0 1 X 1 0 X 11750569 25933844 4635738 9314343 20866941 72501435 11750569 25933844 4635738 9314343 20866941 72501435 24134095 48367340 44178 56400 357366 641515 717591 1817050 10564 10564 74329049 648 0.65070 0.64890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2024 AMOUNT: $ 10,564. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE LIABILITY 171762 171762 X 21819573 -309232 200000 -109232 21928805 273 273 21929078 10009908 0 10009908 273 273 10010181 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2025, NO PROVISION FOR INCOME TAXES WAS MADE, AS ED FORWARD DC HAD NO NET UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAXES REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. 1 BELLWETHER EDUCATION PARTNERS INC 517 BOSTON POST ROAD 171 SUDBURY MA 01776 261914515 501(C)(3) 253100 0 GENERAL OPERATIONS BLACK SWAN ACADEMY 104 MICHIGAN AVE NE C23 WASHINGTON DC 20017 464244374 501(C)(3) 175000 0 GENERAL OPERATIONS CAMBIAR EDUCATION 17412 VENTURA BOULEVARD 268 ENCINO CA 91316 813508420 501(C)(3) 100000 0 GENERAL OPERATIONS CAPITAL CITY PUBLIC CHARTER SCHOOL 100 PEABODY ST NW WASHINGTON DC 20011 522210775 501(C)(3) 5170 0 GENERAL OPERATIONS CAPITAL VILLAGE SCHOOLS 705 EDGEWOOD STREET NE WASHINGTON DC 20017 815043787 501(C)(3) 25000 0 GENERAL OPERATIONS CITYBRIDGE EDUCATION 650 MASSACHUSETTS AVENUE NORTHWEST WASHINGTON DC 20001 813516887 501(C)(3) 200000 0 GENERAL OPERATIONS DC HEBREW LANGUAGE CHARTER SCHOOL 6015-17 CHILLUM PL NE WASHINGTON DC 20011 452625029 501(C)(3) 8903 0 GENERAL OPERATIONS DC BILINGUAL PUBLIC CHARTER SCHOOL 33 RIGGS RD NE WASHINGTON DC 20011 200412800 501(C)(3) 85000 0 GENERAL OPERATIONS DC CHARTER SCHOOL ALLIANCE 1436 U ST NW WASHINGTON DC 20009 522035104 501(C)(3) 430000 0 GENERAL OPERATIONS DC INTERNATIONAL SCHOOL 1400 MAIN DRIVE NORTHWEST WASHINGTON DC 20012 461143189 501(C)(3) 260000 0 GENERAL OPERATIONS DC POLICY CENTER 1310 L STREET NW WASHINGTON DC 20005 822380479 501(C)(3) 350000 0 GENERAL OPERATIONS DC PUBLIC EDUCATION FUND 3407 14TH STREET NW WASHINGTON DC 20010 261607955 501(C)(3) 78804 0 GENERAL OPERATIONS DC SPECIAL EDUCATION COOPERATIVE 1112 11TH STREET NW WASHINGTON DC 20001 522260620 501(C)(3) 10000 0 GENERAL OPERATIONS DC WILDFLOWER PCS 413 L STREET SE WASHINGTON DC 20003 870961832 501(C)(3) 25000 0 GENERAL OPERATIONS EDNAVIGATOR 612 ANDREW HIGGINS BOULEVARD NEW ORLEANS LA 70130 473909778 501(C)(3) 325000 0 GENERAL OPERATIONS EDUCATION PIONEERS INC 386 FORE STREET SUITE 304 PORTLAND ME 04101 770602311 501(C)(3) 90000 0 GENERAL OPERATIONS EDUCATION REFORM NOW 325 GOLD ST STE 201 BROOKLYN NY 11201 203687838 501(C)(3) 350000 0 GENERAL OPERATIONS ELSIE WHITLOW STOKES PCS 3700 OAKVIEW TERRACE NE WASHINGTON DC 20017 522094777 501(C)(3) 50600 0 GENERAL OPERATIONS EMPOWERK12 INC 800 MAINE AVE SW WASHINGTON DC 20024 473975155 501(C)(3) 30000 0 GENERAL OPERATIONS EQUITY LAB 4828 ILLINOIS AVE WASHINGTON DC 20011 471809869 501(C)(3) 20000 0 GENERAL OPERATIONS FESTIVAL CENTER INC 1640 COLUMBIA ROAD NORTHWEST WASHINGTON DC 20009 521499111 501(C)(3) 100000 0 GENERAL OPERATIONS FRIENDSHIP PUBLIC CHARTER SCHOOL 1400 FIRST STREET NW WASHINGTON DC 20001 582398964 501(C)(3) 80000 0 GENERAL OPERATIONS INGENUITY PREP PUBLIC CHARTER SCHOOL 4600 LIVINGSTON RD SE WASHINGTON DC 20002 455054392 501(C)(3) 192000 0 GENERAL OPERATIONS LEE MONTESSORI PUBLIC CHARTER SCHOOL 3025 4TH STREET NE WASHINGTON DC 20017 454726453 501(C)(3) 208000 0 GENERAL OPERATIONS MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL 30 P STREET NW WASHINGTON DC 20011 262569958 501(C)(3) 15000 0 GENERAL OPERATIONS NATIONAL ASSOCIATION OF BLACK MALE EDUCATORS 8301 GRAYDEN LANE BRANDYWINE MD 20613 474871559 501(C)(3) 125000 0 GENERAL OPERATIONS PAUL PUBLIC CHARTER SCHOOL INC 5800 8TH STREET NW WASHINGTON DC 20011 512139528 501(C)(3) 56000 0 GENERAL OPERATIONS PAVE INC 1805 7TH STREET NW 6TH FLOOR WASHINGTON DC 20001 812330119 501(C)(3) 1190000 0 GENERAL OPERATIONS ROCKETSHIP EDUCATION 350 TWIN DOLPHIN DR STE 109 REDWOOD CITY CA 94065 204040597 501(C)(3) 15000 0 GENERAL OPERATIONS ROOTED SCHOOL FOUNDATION 612 ANDREW HIGGINS DR NEW ORLEANS LA 70130 841905316 501(C)(3) 50000 0 GENERAL OPERATIONS SCHOOL LEADER LAB PO BOX 96503 PMB 40627 WASHINGTON DC 20090 821581985 501(C)(3) 100000 0 GENERAL OPERATIONS SCHOOLTALK INC 1301 CONNECTICUT AVE NW WASHINGTON DC 20036 753193473 501(C)(3) 120000 0 GENERAL OPERATIONS SPECIAL EDUCATION LEADER FELLOWSHIP 4305 WASHINGTON AVENUE NEW ORLEANS LA 70125 832083196 501(C)(3) 200000 0 GENERAL OPERATIONS SURGE INSTITUTE 935 W CHESTNUT ST STE 515 CHICAGO IL 60642 471995566 501(C)(3) 50000 0 GENERAL OPERATIONS TEACH FOR AMERICA INC 25 BROADWAY ST NEW YORK NY 10004 133541913 501(C)(3) 100000 0 GENERAL OPERATIONS THE CREATIVE SCHOOL INC 3200 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 20032 823332403 501(C)(3) 50000 0 GENERAL OPERATIONS TNTP 500 7TH AVENUE NEW YORK NY 10018 133850158 501(C)(3) 25000 0 GENERAL OPERATIONS URBAN INSTITUTE 500 LENFANT PLAZA SOUTHWEST WASHINGTON DC 20024 520880375 501(C)(3) 200000 0 GENERAL OPERATIONS WASHINGTON YU YING PUBLIC CHARTER SCHOOL 220 TAYLOR ST NE WASHINGTON DC 20017 204464054 501(C)(3) 146875 0 GENERAL OPERATIONS 39 0 ORGANIZATION PLANNING GRANT 1 75500 PART I, LINE 2: ED FORWARD DC ISSUES GRANTS THAT ARE CONDITIONAL UPON MEETING SPECIFIC MILESTONES AS SPECIFIED IN EACH GRANT AGREEMENT. ED FORWARD DC DISBURSES FUNDS ONLY UPON SUCCESSFUL COMPLETION OF MILESTONES, OR IN SOME INSTANCES, WHERE THE SENIOR LEADERSHIP TEAM APPROVES A JUSTIFICATION MEMO EXPLAINING THE EXTENUATING CIRCUMSTANCES FOR THE LACK OF COMPLETING THE MILESTONES. ED FORWARD DC MONITORS THE USE OF ITS GRANTED FUNDS BY REQUIRING REGULAR REPORTING FROM THE GRANTEE ORGANIZATIONS. IN ADDITION, FOR ORGANIZATIONS WHO RECEIVE SIGNIFICANT GRANTS, ED FORWARD DC MAY ASSIGN ONE OF ITS LEADERS TO THE BOARD OF THE GRANTEE ORGANIZATION SUCH THAT S/HE CAN DIRECTLY MONITOR THE USE OF GRANTED FUNDS THROUGH PARTICIPATION IN REGULAR BOARD MEETINGS OF THE GRANTEE ORGANIZATION. X X X 0 0 0 0 0 0 0 1 0 BISI OYEDELE CEO 306001 0 0 0 0 0 12853 0 34082 0 352936 0 0 0 MARGIE YEAGER MANAGING PARTNER 238085 0 10000 0 0 0 10585 0 43975 0 302645 0 0 0 RASHIDA YOUNG PARTNER 186765 0 0 0 0 0 7991 0 33327 0 228083 0 0 0 FONDA SUTTON PARTNER 196442 0 0 0 0 0 7333 0 17671 0 221446 0 0 0 ERIN SHEEHY PARTNER 196625 0 0 0 0 0 6059 0 2151 0 204835 0 0 0 PART I, LINE 7 MARGERY YEAGER, MICHAEL DELGADO, MATT NOCELLA, AND CAITLIN CAMPBELL-HAHN RECEIVED NON-FIXED DISCRETIONARY BONUSES DURING CALENDAR YEAR 2024. FORM 990, PART VI, SECTION B, LINE 11B ED FORWARD DC HIRES AN INDEPENDENT CPA FIRM TO PREPARE THE FEDERAL FORM 990. AFTER PREPARATION, MANAGEMENT REVIEWS THE FEDERAL FORM 990 AND SUBMITS IT TO THE FINANCE COMMITTEE. ONCE ANY QUESTIONS OR CORRECTIONS ARE ADDRESSED FROM THE FINANCE COMMITTEE, THE FEDERAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS. UPON THEIR REVIEW AND ACCEPTANCE, IT IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ED FORWARD DC'S CHAIR AND CHIEF EXECUTIVE OFFICER ANNUALLY GATHERS AND EXAMINES ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS FROM THE BOARD OF DIRECTORS AND STAFF IN ORDER TO BE FAMILIAR WITH ALL BOARD MEMBERS AND THEIR ORGANIZATION AFFILIATIONS. SHOULD A CONFLICT OF INTEREST BE DISCOVERED, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT A BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL REFRAIN FROM VOTING OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON WHETHER ED FORWARD DC SHOULD PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTIONS AND SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 FIRST THE FINANCE COMMITTEE, AND THEN THE FULL BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION FOR THE CEO ANNUALLY. A COMPENSATION BENCHMARK STUDY FOR THE CEO IS COMMISSIONED EVERY THREE YEARS USING COMPARABLE INFORMATION FROM SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN THE EDUCATION SECTOR. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE PERFORMED. COMPENSATION FOR OTHER LEADERSHIP TEAM MEMBERS IS REVIEWED ANNUALLY BY THE CEO BASED ON A COMPENSATION BENCHMARK STUDY EVERY THREE YEARS. THIS PROCESS WAS LAST COMPLETED JULY 1, 2024. FORM 990, PART VI, SECTION C, LINE 19 ED FORWARD DC MAKES THE PUBLIC DISCLOSURE VERSION OF THE FEDERAL FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. ED FORWARD DC'S POLICY WITH REGARDS TO MAKING ITS GOVERNING DOCUMENTS AVAILABLE IS IN COMPLIANCE WITH THE REQUIREMENTS ESTABLISHED BY STATE AND FEDERAL LAW. FORM 990, PART XI, LINE 9: REFUNDED GRANT EXPENSE 200,000.