29493104S72~5 Return of Organization Exempt From Income Tax 990 Form A ► X about Form 990 and Its Instructions Is at www.lrs.gov/form990. 06/0 ~, 05/ 31, 20 1 7 2016, and ending D EmployerldentlflcaUon number C Name of organization 8 CNd<•- fP~LING 46-2346050 FORWARDINSTITUTE U.S. Ooing business as Number and street (or PO box if mall Is not deliveredto street addrass) ..._ .,..,. lnll ... ri,h.rtt r.t~rl .x 1.,~,final ~~ _____ e Telephonenumber Room!su te 224-3200 (703) 1310 N. COURTHOUSERD, STE 700 City or town, state or province, country. and ZIP or foreign postal code ARLINGTON, VA 22201 JOSH FISHER FN11me11nd11ddressofpmcipalofficer A:;::,~""' 0 -~ l OJf numbers on this form as It may be made public. Do not enter social security ► Information the 2016 calendar year, or tax year beginning For ~@16 Under section 501(c), 527, or 4947(al(1) of the Internal Revenue Code (except private founTG) Department al Ille Trea,ury 1n1ema1 Re>enue SenAce 8 OMS No 1545-00,47 Tax-exemptstatus· X 501(c)l3) I ,501 (c) ( ) ◄ (msert no) K Form of organtzauon X Corporation , T111st Yes No Yes No ,.,•• u-...,.,.._ 11"ND,• attac11a ldl. ('" 4947(a)(1) or HTTP:/ /WWW.GENOPPINSTITUTE.ORG Website: ► 534,040. H(a)111t\l,ogroupretumlar SUbonlinatH? _,___1_3_lr0::-:-._N_._C._O_U_R_1.,.'H_O_U_S_E_R_D..:.,_S_T_E __ 7_0_0_A_R_LrI_N-,Gc-T_O_N..:.., __ -,--r--.Jf--hi::-lH(b) J GGrossreceiptsS n1lrudi0M) H(c) G,oup exempllo,, number ► DE L Year of formation 2 0 13 M Stale cf legal domicile. Other ► Association Summary mission or most significant activities EDUCATEDYOUNG AMERICANSABOUT HOWTO MAKEA DIFFERENCE IN THEIR LIVES AND COMMUNITIESTHROUGH INCREASED OPPCRTUNITY AND THROUGHA FREE-SOCIETY. 1 ~ "' E I Briefly describe the organization's 2 Check this box ► [!] If the organization discontinued its operations or disposed of more than 25% of Its net assets. 3 Number of vOling members of the governing body (Part VI. line 1a) • • . • • . . 1--3-+-------~l o ":: 4 ~ 5 !li 6 Total number of volunteers (esllmate if necessary) < 1 7a I 1--5-+--------0-. '-6.c..-f-~-----O_. ! 7a • • • • • • • • Total unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, ,lne 34 Current Year t Qi:, : i o• Program service revenue (Pan VIII, line 2g) ••••••••• 10 Investment Income (Part VIII, column (A). Imes 3. 4, and 7d). 11 Other revenue (Part VIII, column (A), llnes 5, 6d, Be, 9c, 10c, and 11e). •i 12 Total revenue - add llnes 8 throu h 11 must 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) • • • • • • • • • 14 15 Benefits paid to or for members (Part IX, column (A), line 4) ••••••••••• ual Part VIII, column A'. line 12 • o. Total liab1litles (Part X, line 26). 269,834. -112, 089. N',li;:~ll;.:. b . APR.U. 2Q18 • :~ • • • • • • • CD 853,468. 875,699. -341,659. 263,834. l!) Total assets (Part X, Une 16) • • • • • • • • • 0. 0. 0 • Total expenses Add lines 13-17 (must equal Prrrt~ enses. Subtract hne 18 from I e 12 o. 534,040. 22,231. 0. 0. 0. Other expenses (Part IX. column (A), hnes 11a-11d, 11f-24e) Revenue less e 0. 0. 17,245.] 0. l lS'J,745.\ Salaries. other compensation. employee benefits (Part IX. column (A), lines 5-10). 16a Professional fundralsing fees (Part IX, column (A}. line 11e), •••••••• S, b Total fundralslng expenses (Part IX, column (D). line 25) ► w 17 18 19 534,040. 140,500. B Contributions and grants (Part VIII, line 1h) ••••••••• i· 9 O• 0• '.7b Prior Year a, _. 1. 4 Number of Independent voling members of the governing body (Pan VI. line 1b). Total number of individuals employed In calendar year 2016 (Part V, line 2a). . ~~ ,.--:'":" End ofY■ar Beginningof Current Year 0. 0. 341,659. 0. o. 341,659. .lned \his relum. lnciud1n9 accompanying schedules and statements, and to lhe bes\ ol my knowledge and belle!, ii Is tier than officer) Is based on all Information of whieh preparer has any knowledge 04/05/2018 ► JOSH FISHER Sign Here Dale DIRECTOR ► Type or print name and UUe May Iha IRS discuss this return with the preparer shown above? (see mstructJons) • JSA 6E101D 1 000 5622JK K922 3/16/2018 1:12:04 PM X Yes Form For Paperwork Reduction Act Notice, see the separate Instructions. V 16-7.16 990 No (2016) .~ FUELING U.S. FORWARDINSTITUTE 1 46-2346050 Form 990 (2016) ■ ifljjj ■ 1 Page 2 S\atement of Program Service Accomplishments [x] Check 1fSchedule O contains a response or note to any line 1nthis Part Ill . . . . . . . . . Briefly describe the organization's m1ss1on GENERATION OPPORTUNITY INSTITUTE EDUCATES YOUNG AMERICANS ABOUT HOW TO MAKE A DIFFERENCE IN THEIR LIVES AND COMMUNITIES THROUGH INCREASED OPPORTUNITY AND THROUGH A FREE-SOCIETY. 2 3 4 Did the organization undertake any s1gnif1cant program services during the year which were not listed on the prior Form 990 or 990-EZ?. . . . . . . . . . • . . . . . . . . . . . . . . . . . . . . . • . . . . • . • . . . . . . . Yes []] No If 'Yes," describe these new services on Schedule 0 Did the organization cease conducting, or make s1gnif1cant changes in how 1t conducts, any program services? ..•......................•.....•......................... (]] Yes No If 'Yes," describe these changes on Schedule 0 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses Section 501 (c}(3) and 501 (c}(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, 1fany, for each program service reported 0 D 4a (Code: _____ ) (Expenses$ s21, 269. including grants of$ 22,231 ) (Revenue $ _______ o_ GENERATION OPPORTUNITY INSTITUTE EDUCATED THE AMERICAN PUBLIC ON IMPORTANT BROAD SOCIAL, ECONOMIC, AND SIMILAR ISSUES, INCLUDING CRIMINAL JUSTICE REFORM AND FINANCIAL LITERACY, THROUGH ITS EDUCATIONAL EFFORTS, WHICH INCLUDED SOCIAL MEDIA AND PUBLIC FACING EVENTS. THE INSTITUTE REACHED AND ENGAGED TENS OF THOUSANDS OF PEOPLE ACROSS THE COUNTRY. MANY OF THESE MATERIALS AND EVENTS WERE COVERED IN LOCAL AND NATIONAL MEDIA. 4b (Code _____ ) (Expenses $ ______ including grants of$ _______ ) (Revenue$ _______ _ 4c (Code: _____ ) (Expenses $ ______ including grants of$ _______ ) (Revenue$ _______ _ 4d Other program services (Describe 1nSchedule O) (Expenses$ including grants of$ 4e Total program service expenses ► 8 21, 2 6 9. ) (Revenue$ JSA Form 6E1020 1 000 5622JK K922 3/16/2018 1 : 12 : 0 4 PM V 16- 7 . 16 990 (2016) FUELING U.S. FORWARDINSTITUTE Form 990 (2016) 'Checklist of Required Schedules Yes 1 Is the organization described m section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If ''Yes," 2 complete Schedule A. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization required to complete Schedule B, Schedule of Contr,butors (see instructions)? ........ . 3 4 5 6 7 8 Did the organization engage m direct or indirect political campaign actIvItIes on behalf of or in opposItIon to candidates for public office? If ''Yes," complete Schedule C, Part I .......................•.. Section 501 (c)(3) organizations. Did the organization engage m lobbying actIv1t1es,or have a section 501 (h) election m effect during the tax year? If ''Yes," complete Schedule C, Part II. . . . . . . . . . . . ........ . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or s1m1laramounts as defined m Revenue Procedure 98-19? If "Yes," complete Schedule C, Part Ill . ••...........•.........•...................•...........•. Did the organization mamtam any donor advised funds or any s1m1larfunds or accounts for which donors have the right to provide advice on the d1stribut1on or investment of amounts m such funds or accounts? If "Yes," complete Schedule D, Part I. . . . . . . . . . • • . . • . . . . . . . . . . . . • . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If ''Yes," complete Schedule D, Part II. . . . . . . . . Did the organization mamtam collections of works of art, historical treasures, or other s1m1larassets? If ''Yes," complete Schedule D, Part Ill . . . . . . . . . . . . . . . . . . • . . . . . . . . . . . . . . . . . • . . . . . . . . Did the organization report an amount m Part X, lme 21, for escrow or custodial account liability, serve as a custodian for amounts not listed m Part X; or provide credit counseling, debt management, credit repair, or debt negotIatIon services? If "Yes," complete Schedule D, Part IV . . . . • . . . . . . . . . . . . . . . . . .... 10 Did the organization, directly or through a related organization, hold assets m temporarily restricted endowments, permanent endowments, or quasi-endowments? If ''Yes," complete Schedule D, Part V• ...•.. 11 If the organization's answer to any of the following questions Is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable a Did the organization report an amount for land, buildings, and equipment m Part X, line 1O? If "Yes," 1 X 2 X No 3 X 4 X 5 X 6 X 7 X 8 X 9 X 10 X 9 complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • . . . • . . . . . . . . . b Did the organization report an amount for investments-other securities in Part X, lme 12 that Is 5% or more of its total assets reported m Part X, lme 16? If "Yes," complete Schedule D, Part VII . • • . . .......... . c Did the organization report an amount for investments-program related m Part X, lme 13 that Is 5% or more of its total assets reported In Part X, line 16? If "Yes," complete Schedule D, Part VIII . .•.........•... d Did the organization report an amount for other assets m Part X, lme 15 that Is 5% or more of its total assets reported m Part X, Ime 16? If "Yes," complete Schedule D, Part IX. . . . . . . . . . . . . . . • . . . . . . . . . . e Did the organization report an amount for other hab1l1t1esin Part X, hne 25? If 'Yes,•·complete Schedule D, Part X • • • ••• f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's hab1htyfor uncertain tax pos1t1onsunder FIN 48 (ASC 740)? If 'Yes," complete Schedule D, Part X ••••• 12 a Did the organization obtain separate, independent M,: t~t_\J 11a X 11b X 11c X 11d 11e X 11f X 12a X X audited financial statements for the tax year? If 'Yes," complete Schedule D, Parts XI and XII. • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • b Was the organization included m consolidated, independent audited financial statements for the tax year? If ''Yes," and tf the orgamzat,on answered "No" to /me 12a, then completing Schedule D, Parts XI and XII ts optional 13 Is the organization a school described m section 170(b)(1 )(A)(u)? If "Yes," complete Schedule E • .......•. 14a Did the organization maintain an office, employees, or agents outside of the United States? .....•...... b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundrais1ng, business, investment. and program service actIvItIes outside the United States, or aggregate foreign investments valued at $100,000 or more? If ''Yes," complete Schedule F, Parts I and IV . ........ . 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If ''Yes," complete Schedule F, Parts II and IV • . . • . . • • . • . . ....•.... 16 Did the organization report on Part IX, column (A), lme 3, more than $5,000 of aggregate grants or other assistance to or for foreign 1nd1v1duals? If ''Yes," complete Schedule F, Parts Ill and IV .....••........ 17 Did the organization report a total of more than $15,000 of expenses for professional fundra1s1ng services on Part IX, column (A), Imes 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions). . . . . . . . . . . . 18 Did the organization report more than $15,000 total of fundra1smg event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . • . . . . . . . . . . . . . . . . .. 19 Did the organization report more than $15,000 of gross income from gaming activ1t1es on Part VIII, line 9a? If ''Yes," complete Schedule G, Part Ill . . . . . . . . . . . . . . . • . . . • . . . . . . . . . • . . . . . . . . . . . 12b X 13 X 14a X 14b X 15 X 16 X 17 X 18 X 19 X Form JSA 6E1021 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 990 (2016) FUELING U.S. FORWARDINSTITUTE Form 990 (2~0_16-') ____________________________________________ ., ' 46-2346050 __;...: Page 4 'Checklist of Reauired Schedules (continued) Yes No X 20 a Did the organization operate one or more hospital fac1hties?If "Yes," complete Schedule H. . . . . . . . . . . . . 20a 20b b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ..... . 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or X 21 domestic government on Part IX, column (A), line 1? If ''Yes," complete Schedule /, Parts I and fl . •..•.•... 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic 1nd1v1dualson X 22 Part IX, column (A), line 2? If ''Yes," complete Schedule /, Parts I and Ill . .......•............... 23 Did the organization answer 'Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated X 23 employees? If ''Yes," complete Schedule J . . • • . . . • • . . . . . . • . . . . • • • . . . • . . . . . • . • . . .• >---~>---->-----24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If ''Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to /me 25a .•••.•...••.•..•••......•.••• f-.::2:..._4_a-+-_-+-Xb Did the organIzatIon invest any proceeds of tax-exempt bonds beyond a temporary period exception? ....... 1--2_4_b-+---+--c Did the organIzatIon maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . • . . . . . . . . . . . . . . . . . . . . . . . . . . • . . . . . . . 1--2_4_c-+---+--d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ...••• ._2_4_d_,___ _ _,___ __ 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a d1squahf1edperson during the year? If "Yes," complete Schedule L, Part I ............ 1--2_5_a-+---+--X_ b Is the organization aware that It engaged in an excess benefit transaction with a d1squalif1ed person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . • . . . . . . . . . . . . . . . . . . . . 1--2_5_b-+---+--X26 D1d the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or d1squalif1ed persons? If ''Yes," complete Schedule L, Part II ..•.....•..................... t--2_6-+---+--X_ 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If ''Yes," complete Schedule L, Part Ill. . . . . . . . . . . . . .. 1---2_7-+---+--X28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, cond1t1ons, and exceptions) a A current or former officer, director, trustee, or key employee? If ''Yes," complete Schedule L, Part IV •.....• 1--2_8_a-+---+--X_ b A family member of a current or former officer, director, trustee, or key employee? If ''Yes," complete Schedule L, Part IV. . • . . . . . . . . . • . . . . . . . • . . . . . . . . . . . . . . . . • . . . . . . . . • . . . . . 1--2_8_b-+---+-X_ c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV . ........ 1--2_8_c-+---+--X_ 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M. . .. 1---2_9-+---+--X30 D1d the organization receive contributions of art, historical treasures, or other s1m1lar assets, or qualified conservation contributions? If "Yes," complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1--30--+--+-X31 D1d the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part /. • . . . . . . . • . . . • . . . . . . . . • • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1--31--+_X-+-32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If ''Yes," complete Schedule N, Part II . . . . . . . • . . . . . • . . . . . • . . . . . . • . . . . • • . . . . . . . . . . . . • .__32___,__-+-_x_ 33 Did the organIzatIon own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........•........... 1---3_3-+---+--X_ 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, Ill, X or IV, and Part V, line 1. . . . • . . . . . . . . . . . . . . . . • . . . . . • • . . . . . . . • • . . . . . . . • . . . . 34 X 35a 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? ............•• b If 'Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b )( 13)? If ''Yes," complete Schedule R, Part V, /me 2 . . . . . 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable X related organization? If ''Yes," complete Schedule R, Part V, /me 2 . . . . . . . . . . . . . . . . . . • . • . . . . • 36 37 Did the organization conduct more than 5% of its activ1t1es through an entity that Is not a related organization and that Is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, X 37 Part VI . ..............•.........................•.•.............. 38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 b and X 19? Note. All Form 990 filers are required to complete Schedule 0. 38 Form 990 (2016) JSA 6E1030 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. FORWARDINSTITUTE 46-2346050 ' Form 990 (2016) ■ Ulfii,j Page 5 Statements Regarding Other IRS Filings and Tax Compliance Check 1fSchedule O contains a res onse or note to an line in this Part V . Yes No 0_•-1u 1 a Enter the number reported in Box 3 of Form 1096 Enter --0-1f not applicable .........• t--1_a-+----..,, b Enter the number of Forms W-2G included In line 1a Enter -0- If not applicable ...•..... .__1_b~-----0---1. c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................•.... 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, fried for the calendar year ending with or within the year covered by this return. • 2a O· b If at least one Is reported on line 2a, did the organization file all required federal employment tax returns? Note. If the sum of Imes 1a and 2a Is greater than 250, you may be required to e-flle (see instructions) ....... 1.....:.-'--"'I1-'""·"'-I 3a Did the organization have unrelated business gross income of $1,000 or more during the year? .......... ,__3_a-+-_-+-_X_ b If "Yes," has It filed a Form 990-T for this year? If "No" to /me 3b, provide an explanation m Schedule O. . . • . • . . f--'-3'-'-b-1---1--4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? .......•................................................. b If "Yes," enter the name of the foreign country. Sa b c 6a b 7 a b c d ► 1-,----4..c.a-1-~,,,-1--x__, ________________________ See instructions for filing requirements for F1nCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) Was the organization a party to a proh1b1tedtax shelter transaction at any time during the tax year? ......... Did any taxable party notify the organization that It was or Is a party to a proh1b1ted tax shelter transaction? If "Yes" to line Sa or Sb, did the organization file Form 8886-T? ..•...................•...... Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ........... If "Yes," did the organization include with every sol1c1tat1onan express statement that such contributions or gifts were not tax deductible?. . . . . . . . . . • . . . . . . . . . • . . . . . . . . . . • . . . • . . . . . . . . . . . Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment ,n excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . • . . • . . . . . . . . . . . ..•. If "Yes," did the organization notify the donor of the value of the goods or services provided? ......•..... Did the organization sell, exchange, or otherwise dispose of tangible personal property for which It was required to file Form 8282? ............................•.................. 7_d~-----, If "Yes," indicate the number of Forms 8282 filed during the year ............•... .__ _"l! tf. ,-.'¾t , •.,J ,__s_a-+----+--X1-,--S_b,,,-1--,,,-1--X_ ,__5_c-+----+--,__6_a-+-_--+-_X_ ,___6_b-+---+----- f--7_a,,,.i--,,,.i--X_ ,__7_b-+----+--,__7c__._-+-_x_ e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..... 1-,-------,1-,-----,1-,--- g If the orgarnzat1on received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 8 h If the orgarnzatIon received a contribution of cars, boats, airplanes, or other vehicles, did the organIzatIon file a Form 1098-C? Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?. 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable d1stnbut1ons under section 4966?. b Did the sponsoring organization make a d1stribut1onto a donor, donor advisor, or related person?. 10 Section 501(c)(7) organizations. Enter a lnit1at1onfees and capital contributions included on Part VIII, line 12 . . . . . . . . • . t-1_0_a-+-----iLZW b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac1llt1es. L-1'-0'-'b-'--'---------i 11 Section 501 (c)(12) organizations. Enter 11a a Gross income from members or shareholders. . . • • • . . . . . • . . . . . . • • . . . • . . •f--+--------l b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) . . • . . . . . • • . . . . . . . . . . . . . . ... L-1_1_b~-------i 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ~1_2_b~-----, 13 Section 501 ( c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? ....••... Note. See the instructions for add1t1onalinformation the organization must report on Schedule 0. b Enter the amount of reserves the organization is required to maintain by the states in which 13b the organization Is licensed to issue qualified health plans .................• c Enter the amount of reserves on hand . . . . . . . . . . • . . . . . . • . . . . • . . . . . • . '-1c..;3c..;c'-'--____ 14a Did the organization receive any payments for indoor tanning services during the tax year? . b If "Yes " has It filed a Form 720 to re ort these a ments? If "No " rov,de an ex /anaflon ,n Schedule O JSA f-1_4,;__:a-+---+--14b Fonn 6E1040 1 000 5622JK --+~ K922 3/16/2018 1:12:04 PM V 16-7.16 990 (2016) FUELING Form990(2016) ■ @i!i ■ U.S. FORWARD INSTITUTE 46-2346050 Page6 Governance, Management, and Disclosure For each ''Yes" response to Imes 2 through lb below, and for a "No" response to line Ba, Bb, or 1Ob below, describe the circumstances, processes, or changes in Schedule O See mstructtons. Check 1fSchedule O contains a response or note to any line In this Part VI • • . • . • . . . . .•. • . . . . . . . [xJ Yes 1a Enter the number of voting members of the governing body at the end of the tax year If there are material differences No 1a 1n voting rights among members of the governing body, or 1fthe governing body delegated broad authority to an executive committee or s1m1lar committee, explain 1nSchedule 0 1b b Enter the number of voting members included in line 1a, above, who are independent ..•.. Did any officer, director, trustee, or key employee have a family relat1onsh1p or a business relat1onsh1p with any other officer, director, trustee, or key employee? .....•.............•.........•... Did the organization delegate control over management duties customarily performed by or under the direct 3 supervIsIon of officers, directors, or trustees, or key employees to a management company or other person? 2 X 3 X 4 Did the organization make any s1grnf1cant changes to its governing documents since the prior Form 990 was filed?. 4 X 5 5 Did the organization become aware during the year of a significant d1vers1onof the organization's assets? .. 6 Did the organization have members or stockholders? ...•.................•........ Did the organization have members, stockholders, or other persons who had the power to elect or appoint 7a one or more members of the governing body? • . . . . . . . . . . . ..................... . Are any governance decisions of the organization reserved to (or subJect to approval by) members, 7b stockholders, or persons other than the governing body? . . . . . . . • . . . . . . . . . . . . . . . . . . . •.. Did the organization contemporaneously document the meetings held or written actions undertaken during r; the year by the following Sa The governing body?. . . . . . . . • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • . . . . . . .... . Sb Each committee with authority to act on behalf of the governing body? ..................... . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the or anization's ma11in address? If "Yes," rov,de the names and addresses m Schedule O. . . . . . . . . . . 9 2 6 7a b . • X X X X r: 8 a b 9 Section B. Policies This Section B re uests information about X X X o/icies not re uired b the Internal Revenue Code. Yes 1 Oa Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . •.. b If "Yes," did the organization have written policies and procedures governing the act1v1ties of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ... 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before f1l1ngthe form? • b Describe in Schedule O the process, 1fany, used by the organization to review this Form 990. 12 a Did the organization have a written conflict of interest policy? If "No," go to /me 13 . . . . . . • . . . . ...•. b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give c 13 14 15 a b 16a b 111 !} rise to conflicts? . . . . . . . . . . . . • . . . . . . . . . . • . . . . . . . . . • . . . . . . . . . • . . . . . . . . Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe m Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . Did the organization have a written wh1stleblower policy? ............•................. Did the organization have a written document retention and destruction policy? •................. Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substant1at1onof the deliberation and dec1s1on? The organization's CEO, Executive Director, or top management off1c1al•.... Other officers or key employees of the organization •..•.•........................... If "Yes" to line 15a or 15b, describe the process in Schedule O (see 1nstruct1ons) Did the organization invest in, contribute assets to, or partIcIpate in a Joint venture or similar arrangement with a taxable entity during the year? ...........•.••....................•..... If "Yes," did the organization follow a written policy or procedure requmng the organization to evaluate its part1cipat1on in Joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? . . . . . . ....•.••.•....... No X 10a 10b 11a X }■ t. J 12a X 12b X 12c 13 14 X X X 11:, IL Section C. Disclosure 17 18 List the states with which a copy of this Form 990 Is required to be filed ►--------------------Section 6104 requires an organization to make its Forms 1023 (or 1024 1f applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection Indicate how you made these available Check all that apply. Own website Another's website [K] Upon request Other (exp/am m Schedule 0) D 19 20 D D Describe in Schedule O whether (and 1f so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name~ address, and teleohone number of the oerson who oossesses the oraanizat1on's books and records: ► JOSH FISH~R 1310 N COURTHOUSERD, STE 700 ARLING~ON, VA 22201 ~03-224-3200 Form JSA 6E1042 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 990 (2016) Form 990 (2016) FUELING U.S. FORWARD INSTITUTE 46-2346050 P~e7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and lncfependent Contractors Check if Schedule O contains a response or note to any line in this Part VII ............. . Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees i@i1j ■ 1 1a Complete this table for all persons reqwred to be listed organization's tax year. Report compensation • List all of the organization's current officers, directors, trustees (whether compensation Enter -0- In columns (D), (E), and (F) If no compensation was paid □ for the calendar year ending with or within the ind1v1duals or organizations), regardless of amount of • List all of the organization's current key employees, 1fany. See instructions for def1rnt1onof "key employee." • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organIzatIons • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable com pensatIon from the organization and any related organizations. List persons in the following order. ind1v1dual trustees compensated employees, and former such persons D or directors; inst1tut1onal trustees; officers, key employees, highest Check this box 1f neither the organization nor any related organization compensated any current officer, director, or trustee (C) (A) Pos1t1on (D) (do not check more than one Reportable Average box, unless person 1sboth an compensation hours per from week (list an~ officer and a director/trustee) hours for the 0 :, 0 (1);:,;; (II ::r: 0..,, ~::, 3 (0 ::::: orgarnzat1on a. 9- ~ related "C :::r 1'i """ 3 (II ~ (W-2/1099-MISC) organizations ~ ~ 3 0 C "C i5 ::, ~8 below dotted 0~ 0 ~ !!!. 3 (II 2 """ line) "C (II (B) Name and Title a s - ~; * co2 (D 1.00 39.00 1.00 6.00 1.00 1.00 1.00 55.00 1.00 39.00 (F) (W-2/1099-MISC) (1) Estimated amount of other compensation from the organization and related organizations ::, U> ., U> (D (1)JAMES CLARK PRESIDENT (2)JOSH FISHER DIRECTOR/SECRETARY/TREASURER (3)JAMES MAHONEY DIRECTOR (4)CHARLES DREVNA PRESIDENT (S)LOGAN MOORE EXECUTIVE VICE PRESIDENT (6) (E) Reportable compensation from related organizations cii a. 19,122. X X 0. X X 0. 0. 0 0. 0. 0 X X 222,062. X 0. 648,969. 23,978. X 0. 141,342. 20,385. (7) (8) (9) (10) ( 11) (12) (13) (14) Form 990 (2016) JSA 6E1041 1 000 5 622JK K922 3/16/2018 1 : 12 : 0 4 PM V 16- 7 . 16 FUELING U.S. FORWARD INSTITUTE 46-2346050 Form990 (20_1_6-'-) _________________________________________________ P_ag __e_S Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) Name and title (B) (C) Average hours per week (hst any hours for related organ1zatlons below dotted line) Pos1t1on (do not checkmorethanone box, unlesspersonIs bothan officerand a director/trustee) o;,;; CD I "Tl :, 0 CD ~::, 0 9- C. ~~ ~- C'l C 0~ 2 "' CD CD !!?. ::::: n -< 2" g ~ ::, !!!. ~ CD 3 "O 3 "O '° =r ~; 3 ~ (D) (E) Reportable Reportable compensation from compensation related from organizations the (W-2/1099-MISC) organization (W-2/1099-MISC) m8 0 -< CD CD 3 (F) Estimated amountof other compensation fromthe organization and related organizations "O CD ii! Ill CD CD CD C. ► 1 b Sub-total ► c Total from continuation sheets to Part VII, Section A d Total (add lines 1b and 1c) . 1-------0_.+-_1_, _0_1_2_,_3_7_3_. ____ ...._ _____ o_.+-_____ ► 0. 6_3_,_4_8_5_._ o-.______ 1,012,373. 2 Total number of 1nd1viduals (including but not limited to those listed above) who received more than $100,000 reportable compensation from the organIzatIon ► 0. 3 Did the organization list any former officer, director, or trustee, key employee, employee on line 1a? If "Yes," complete Schedule J for such individual ......................•... of 4 For any 1nd1v1dual listed on line 1a, Is the sum of reportable compensation and other compensation from the organization and related organIzatIons greater than $150, 000? If ''Yes," complete Schedule J for such md1v1dual. . • . . . . . • . . . . . . . • . . . . . . . . . . . . . . . . • . . . . . . . . . . . . . . . . . • . . . . . . . Yes or highest o_. 63,485. No compensated Did any person listed on line 1a receive or accrue compensation from any unrelated organization or 1nd1vidual for services rendered to the organization? If ''Yes," complete Schedule J for such person . . . . . . . . . . . . • . . . Section B. Independent Contractors 5 1 X Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year (A) Name and businessaddress 2 5 Total number of independent contractors (including but not limited more than $100,000 In compensation from the organization ► (B) (C) Descnpt1onof services Compensation to those listed above) who received 0. \ i 'r1L~,ij~1!~ Form990 (2016) JSA 6E1055 2 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING Form 990 (2016) 14fuf)jj1 Statement U.S. Federated campaigns 1a Membership dues •• 1b C Fundrais1ng events 1c d Related organizations 1d e Government grants (contributions). 1e f All other contributions, gifts, grants, (C) (D) Unrelated business revenue Revenue excluded from tax 275,000 Noncash contributions included,n Imes1a-1f' $ Total. Add lines 1a-1f •••••••••• ...... ► Business Code :::, C: ~ Q) (B) Relatedor exempt function 259,040 1f and sImIlaramountsnot includedabove g h Page9 of Revenue b 1a .. 46-2346050 FORWARD INSTITUTE 2a II:: b Q) c., -~ C 1/) d Q) ., E e C, 0 a: g All other program sel'Vlce revenue • Total. Add lines 2a-2f ••••••• Investment 3 income .... (including d1v1dends, and other s1m1laramounts). • • • • ► 0. interest, ► • • • • • • Income from investment of tax-exempt bond proceeds • ► Royalties • • • • • • • • • • • • •••• ► (1)Real (11)Personal 4 5 Ga Gross rents • • • • • • b Less rental expenses • c Rental income or (loss) d Net rental income or (loss). Gross amount from sales of 7a 0. --'"--=-" --'"'-'-►-+-,,-~ ,--'·~·~·~·-·'-'-·-·'-'-r-'--'--"-" (1)Secunt,es (11)Other assets other than inventory b Less cost or other basis and sales expenses c d Sa Gain or (loss) ••• Net gain or (loss) • . ........... Gross income from fundra1sing events (not including$ _____ ► _ of contributions reported on line 1c) .. Q) .c: b 0 c See Part IV, line 18 • • • • • • • • a i-------□- Less direct expenses • • • • • • • b ._ _____ o_ Net income or (loss) from fund raising events •·,.....:--=--=---.:....::......:•c..► =----+====::-----+=,-'-;-,-'-;-,-'-;-+:;--+-1--=,---Gross income from gaming actIvItIes See Part IV, line 19 •••••••••• a 1-------□- b Less direct expenses • • • • • • • • • b L,_ c Net income or (loss) from gaming act1v1t1es·,-=-·--=•c....:.•....:...· --=·c....:.·..:► ::__+------=+===...,....---,,--=-,d-=,---=,,....---= 9a 1 Oa b c ..:..0--1,'"'"'"'" - ____ Gross sales of inventory, less returns and allowances • • • • • • a 1-------□--~1 Less cost of goods sold • • • • • b L------□--1Net income or (loss) from sales of inventory • ► ...... MiscellaneousRevenue Business Code 11a b C d All other revenue • • • • • • • e Total. Add lines 11a-11d ••• Total revenue. See 1nstruct1ons 12 ► ► JSA 6E1051 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 534,040 Form 990 (2016) Form 990 (2016) FUELING U.S. •iH•f!i Statement of Functional Expenses FORWARD ' 4 6-234 6050 INSTITUTE Page 10 Sectton 501(c)(3) and 501(c)(4) orgamzat,ons must complete all columns. All other orgamzattons must complete column (A). Check 1f Schedule O contains a response or note to any line In this Part IX .. Do not include amounts reported on lines 6b, 7b, Bb, 9b, and 10b of Part VIII. (B) (A) Total expenses Program service expenses (C) Management and general expenses I I (D) Fundra1s1ng expenses 1 Grants and other assistance to domestic organizations 22,231. and domestic governments See Part IV, lme 21 • 2 Grants and other assistance to 0. md1v1duals See Part IV, line 22 • 3 Grants and other organizations, assistance foreign governments, to foreign and foreign 0. 0. md1v1duals See Part IV, Imes 15 and 16 • 4 Benefits paid to or for members • 5 Compensation of current 22 I 231. domestic officers, directors, 0. trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(1)(1)) and 0. 0. persons descnbed m section 4958(c)(3)(B) • Other salaries and wages • 7 8 Pension plan accruals and contributions (include 0. 0. 0. section 401 (k) and 403(b) employer contnbut1ons) 9 Other employee benefits • 10 11 a b Payroll taxes • Fees for serv1ces (non-employees) 0. 7 9. 0. 0. 0. 0. Management Legal .. . . .. . . c Accounting d Lobbying e Professional fundra1smgservices See Part IV, lme 17. f Investment management fees 9 Other (If line 11g amountexceeds10% of line 25, column (A) amount,11st line11g 12 13 14 15 16 Advertising 17 Travel • 36,872. 378. 50,243. 369. 0. 222. 109,941. expenses on ScheduleO ). and promotion • Office expenses Information technology. Royalties. .. Occupancy 18 Payments of travel or entertainment Conferences, 20. 97,027. 202. 12,914. 29,291. 1,417. 623,043. 585,661. 37,382. 1,613. 875,699. 70. 821,269. 1,543. 54,430. 0. 0. 0. 0. Interest Payments to aff1hates. Deprec1allon, depletion, and amortization Insurance Itemize expenses not 842. 51. 0. 30,708. conventions, and meetings Other expenses 36,872. 378. 49,401. 318. expenses for any federal, state, or local pubhc officials 19 20 21 22 23 24 79. covered above (List miscellaneous expenses m lme 24e If lme 24e amount exceeds 10% of lme 25, column (A) amount, 11stlme 24e expenses on Schedule O ) aEXPENSE REIMBURSEMENTS bC - de All other expenses 25 Total functional expenses. Add Imes 1 through 24e 26 Joint costs. Complete this hne only If the organization reported in column (B) Joint costs from a combined educational campaICJ and fundra1sing sohc1tat1on Check here ► if following SOP 98-2 (ASC 958-720). 0. JSA 6E1052 1 000 5 622JK Form 990 (2016) K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. FORWARDINSTITUTE 46-2346050 ' Form 990 (2016) . Page B'alance Sheet Check if Schedule O contains a response or note to any line in this Part X. • • • ■ ••• . ...... • •• (A) Cash - non-interest-bearing Savings and temporary cash investments. Pledges and grants receivable, net . . .. Accounts receivable, net Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule L 6 Loansand other receivablesfrom othe~d1sq~ai1f;edpe;s~n; (~· d~f;n~d·u~de; s~~t1~n· 4958(f)(1)), persons described In section 4958(c)(3)(B),and contributing employers and sponsoringorganizationsof section 501(c)(9) voluntary employees' benef1c1ary organizations(seeinstructions) CompletePart II of ScheduleL. en ai 7 Notes and loans receivable, net en en 8 Inventories for sale or use <( 9 Prepaid expenses and deferred charges 10a Land, buildings, and equipment. cost or 10a other basis Complete Part VI of Schedule D b Less accumulated deprec1at1on•.•••••• 10b 11 Investments - publicly traded securities .. 12 Investments - other securities. See Part IV, hne 11 . 13 Investments - program-related See Part IV, hne 11 14 Intangible assets . . . . • • . . • • . . . • . . . .. 15 Other assets See Part IV, hne 11 16 Total assets. Add Imes 1 throuah 15 (must eaual hne 34) 17 Accounts payable and accrued expenses. 18 Grants payable . . . . . . . 19 Deferred revenue 20 Tax-exempt bond l1ab1ht1es 21 Escrow or custodial account hab1hty.Complete Part IV of Schedule D en 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and :c d1squahf1edpersons Complete Part II of Schedule L .... 111 ::::i 23 Secured mortgages and notes payable to unrelated third parties .•• 24 Unsecured notes and loans payable to unrelated third parties ....• 25 Other hab1ht1es(including federal income tax, payables to related third parties, and other hab1hties not included on Imes 17-24) Complete Part X of Schedule D ... Total liabilities. Add lines 17 through 25 .......... 26 . Organizations that follow SFAS 117 (ASC 958), check here ► Wand en complete lines 27 through 29, and lines 33 and 34. CII u C: 27 Unrestricted net assets 111 iii 28 Temporarily restricted net assets .••.•...•... IXI 'ti 29 Permanently restricted net assets ••••• C: :::, Organizations that do not follow SFAS 117 (ASC 958), checkhere ► u.. complete lines 30 through 34. 0 en 30 Capital stock or trust principal, or current funds . • . • . • • • ai en 31 Paid-in or capital surplus, or land, building, or equipment fund en <( 32 Retained earnings, endowment, accumulated income, or other funds ai z 33 Total net assets or fund balances 34 Total hab1ht1esand net assets/fund balances. . . . • . . . 1 2 3 4 5 • •• ■ ••••• ■ •••••• ■ (B) Beginning of year 0. 331,220. 0. 0. 1 2 3 4 0. 0. 0. 0. 0. 5 0. 0. 0. 0. 0. 6 7 8 9 0. 0. 0. 0. 0 •• •••• ■ ■ •• ••• ... .. .......... • ■ • ■ 10,439. 341,659. 0. 0. 0. 0. 0. ■ ••• ■ ■ •• ■ •••••••• ..... .. . • •• ■ •• ...... ....... • ■ ■ • ■ •••• . 0. 0. 0. 0. 25 0. 26 0. 0. 27 28 29 0. 0. 0. 30 31 32 33 34 0. 0. 0. 0. • .... ....... 15 16 17 18 19 20 21 0. 22 0. 23 0. 24 341,659. □ :~d ... 0. 0. 0. 0. 0. 0. II )\.0. IV 0. 0. 0. 0. 0. - ... ••••••••• End of year 0. 10c 0. 11 0. 12 0. 13 0. 14 ■ ~ 341,659. 341,659. Fom1 JSA 6E10531 000 5622JK K922 3/16/2018 1 : 12 : 0 4 PM V 16- 7 . 16 I I •• ■ 11 990 (2016) FUELING U.S. FORWARD INSTITUTE 46-2346050 Page 12 Form 990 (2016) •iff lJ ■ ~econciliation of Net Assets Check if Schedule O contains a res onse or note to an line in this Part XI. 1 2 3 4 5 6 7 8 9 10 Total revenue (must equal Part VIII, column (A), line 12) . Total expenses (must equal Part IX, column (A), line 25) . Revenue less expenses. Subtract line 2 from line 1 .... Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) Net unrealized gains (losses) on investments Donated services and use of fac11it1es Investment expenses .•........... Prior period adjustments . . . . . • . .... Other changes in net assets or fund balances (explain In Schedule 0) . Net assets or fund balances at end of year. Combine Imes 3 through 9 (must equal Part X, line 33, column B ....................................•.•...... ■ • ■ ••• 534,040. 875,699. -341,659. 341,659. 1 2 3 4 7 8 9 0. 0. 0. 0. 0. 10 0. 5 6 Financial Statements and Reporting n Check if Schedule O contains a response or note to anv line in this Part XII .. 1 D 0 Yes D No Accounting method used to prepare the Form 990 Cash Accrual Other ------If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0 2a Were the organization's financial statements compiled or reviewed by an independent accountant?. 2a X 2b X If 'Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both D Separate basis D Consolidated basis D Both consolidated and separate basis b Were the organization's f1nanc1alstatements audited by an independent accountant? ............. . If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both Separate basis Consolidated basis Both consolidated and separate basis D D D c If 'Yes" to line 2a or 2b, does the organization have a committee that assumes respons1b11ityfor oversight of the audit, review, or comp1lat1on of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and 0MB Circular A-133? ...................•............... b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain whv in Schedule O and describe anv steps taken to underqo such audits 2c 3b Form JSA 6E10541000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 X 3a 990 (2016) Public Charity Status and Public Support SCHEDULE A (Form 990 or,990-EZ) Complete if the organization Is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Departm'ent of the Treasury Intemal Revenue Service ► Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. ► Attach to Form 990 or Form 990-EZ. Employer identification number Name of the organization FUELING U.S. FORWARDINSTITUTE 46-2346050 Reason for Public Charity Status (All organizations must complete this part.) See instructions. 07 The organization Is not a private foundation because 1t Is: (For lines 1 through 12, check only one box.) 1 ~ A church, convention of churches, or assocIatIon of churches described In section 170(b)(1)(A)(i). 2 A school described In section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ)) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated In conJunctIon with a hospital described In section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II) 6 A federal, state, or local government or governmental unit described In section 170(b)(1)(A)(v). 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II) 9 An agricultural research organization described In section 170(b)(1)(A)(ix) operated in conJunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions) Enter the name, city, and state of the college or university 10 An organization that normally receives: (1) more than 33113% of its support from contributions, membership fees, and gross receipts from actIvItIes related to its exempt functions - subJect to certain exceptions, and (2) no more than 33113%of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2). (Complete Part Ill) 11 An organization organized and operated exclusively to test for public safety See section 509(a)(4). 12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g D D IBJ D D D D D D a Type I A supporting organization operated, supervised, or controlled by its supported organizat1on(s), typically by giving the supported organizat1on(s) the power to regularly appoint or elect a maJority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organizat1on(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organizat1on(s). You must complete Part IV, Sections A and C. Type Ill functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organizat1on(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type Ill non-functionally integrated. A supporting organization operated in connection with its supported organizat1on(s) that Is not functionally integrated. The organization generally must satisfy a d1stribut1on requirement and an attentiveness requirement (see 1nstruct1ons) You must complete Part IV, Sections A and D, and Part V. Check this box 1fthe organization received a written determ1nat1on from the IRS that It Is a Type I, Type II, Type Ill functionally integrated, or Type Ill non-functionally integrated supporting organization Enter the number of supported organizations. . . . • . . . . . . . . . • • . . . . . . . . . . . . . . . . . • . • . . ... ~I ---~ Provide the following information about the supported organizat1on(s) D b D D c d D e f g (i) Name of supported orgarnzat1on (ii) EIN (iii) Type of organization (iv) Is the organ12at1on (v) Amount of monetary (described on Imes 1-10 listed m your governing support (see above (see mstruct1ons)) document? instructions) Yes (vi) Amount of other support (see instructions) No (A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. JSA 6E1210 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 Schedule A (Form 990 or 990-EZ) 2016 FUELING U.S. FORWARD INSTITUTE 46-2346050 Schedule A (Form 990 or 990-EZ) 2016 Page 1Qffijj1 s'upport Schedule 2 for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only 1f you checked the box on line 5, 7, or 8 of Part I or 1fthe organization failed to qualify under Part Ill If the organization fails to qualify under the tests listed below, please complete Part Ill) S ectIon A. P ubl"IC S upport ► Calendar year (or fiscal year beginningin) 1 2 (a) 2012 Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants") • • • • • • 0 25,000 (e) 2016 (d)2015 (c) 2014 140,500 202,000 534,040 (f) Total 901,540 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf • • • • • • • 3 The value of services or fac1l1t1es furnished by a governmental unit to the organ1zat1onwithout charge • • • • • • • 4 Total. Add lines 1 through 3 • • • • • • • 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f), •..... Public support. Subtract line 5 from hne 4 6 (b) 2013 0 0. 25,000 140,~00 202,000 534,040 901,540 624,409. 277,131 Section B. Total Support ► Calendar year (or fiscal year beginningin) 7 8 9 Amounts from line 4 ■ ••••••• ■ (a)2012 • Gross income from interest, d1v1dends, payments received on secuntIes loans, rents, royalties and income from similar sources ••••••••••••••••• (e)2016 (d)2015 202,000 14 0, 500 9,722 534,040 (f) Total 901,540 26,967 17,245 Net income from unrelated business act1v1ties, whether or not the business Is regularly carried on • • • • • • • • • • 0 Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI) • • • • • • •• 11 Total support. Add lines 7 through 10 •• Gross receipts from related actIvItIes, etc (see instructions) • ■ 13 (c) 2014 25,000 10 12 (b)2013 ■ 0. ■ 928,507 ..... ■ •••••••• ■ ••• ■ ••• ■ •• 12 I First five years. If the Form 990 Is for the organization's first, second, third, fourth, or fifth tax year as a section 501 ( c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . ► ......... [x] Section C. Com utation of Public Support Percentage Public support percentage for 2016 (line 6, column (f) d1v1dedby line 11, column (f)) ....... . ~1~4-'--+---------~¾~o Public support percentage from 2015 Schedule A, Part II, line 14 ....•...•.. , , , , , , , •L1~5=..-,. _________ 16a 33 1/3 % support test - 2016. If the organization did not check the box on line 13, and line 14 Is 33113% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . • . . . ► b 33113% support test - 2015. If the organization did not check a box on line 13 or 16a, and line 15 Is 33113% or more, check this box and stop here. The organization qualifies as a publicly supported organization. . . . . . . . . . . . . . . ► 17a 10%-facts-and-circumstances test - 2016. If the organization did not check a box on line 13, 16a, or 16b, and line 14 Is 10% or more, and 1f the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain m Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported 14 15 organization. . . . . . . . . . . . . . . . . . . . . . . . . . • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • . . ► b 10%-facts-and-circumstances test - 2015. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 Is 10% or more, and 1f the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain m Part VI how the organization meets the "facts-and-circumstances" test The organization qualifies as a publicly supported organization . . . . . . . . . . . . . • . . . . . . . . . . . • . . . . . . . . . . . • . . . . . . . . . . . . . . ► 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . • . . . . . . . . . . . . . . . . . . . . . . • . . . . . . . • . .. ► ~¾~0 D D D □ □ ScheduleA (Form 990 or 990-EZ) 2016 JSA 6E1220 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 \ ( FUELING U.S. •d•ii• FORWARDINSTITUTE 46-2346050 / 1/ Page 3 Schedule A (Form 990 or 990-EZ) 2016 s·upport Schedule for Organizations Described in Section 509(a)(2) (Complete only 1fyou checked the box on line 10 of Part I or if the organization failed to qualify under Part II If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Suooort / Calendar year (or fiscal year beginning in) ► t---(a_)_2_0_1 _2_-+-_(_b_) _2_0_13_--+ __ (;_c_) 2_0_1_4_--+--('-d'-) 2_0_1_5_-+__ (_e)_2_0_1_6_-+-----="--"'(_f)_T_o_ta_l __ 1 Gifts, grants, contributions, and membership fees / received (Do not include any "unusual grants ") 2 j Gross receipts from admIss1ons,merchandise sold or se1V1ces performed, or / fac1ht1es furnished ,n any act1v1tythat 1s related to the organization's tax-exemptpurpose • • • • • • 3 Gross receipts from actIvIbes that are not an 4 Tax unrelated trade or businessunder section 51 3 ·• revenues organization's levied benefit and for the either paid to or expended on ,ts behalf • • • • • • • 5 The value of services or furnished by a governmental fac1l1t1es urnt to the orgarnzat,on without charge • • • • • •• 6 / Total. Add lines 1 through 5 ••••••• 7 a Amounts included on lines 1, 2, and 3 received from disqualified persons • • • • b Amounts included on Imes 2 and 3 received from other than d1squahfied persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year 8 / / c Add lines 7a and 7b •••••• Public support. (Subtract / / / / / line 7c from l1ne6 l ••••••••••••••••• / Section B. Total Suooort ► t-----'-(a..c..)_2_0_1~2_.•_/-+--('-b'-) _20_13 _ __,__-'('-c'-)2_0_1_4 _ __,__---'('-d:....) 2_0_1_5_-+_-'(e---')_2_0_1_6_-+--'('--'f)_T_o_ta_l __ Calendar year (or fiscal year beginning in) 9 10a Amounts from line 6. • • • • • • • • • • Gross income from interest, d1v1dends, payments received on securities loans, rents, royalties and income from s1m1lar / /. · l--'-------+------1-----------+------+--------+------ sources ••••••••••••••••• b Unrelated business taxable income (lesy section 511 taxes) from businesses acquired after June 30, 1975 ••• c Add lines 10a and 1Ob • • • • 11 ( • • /!. . . . l--------+------1-----------+------+--------+------ Net income from unrelated' business activities not included 1n' line 1 Ob, whether or not the business Is regularly carried on ••••••••••••••• 1--------+------1-----------+------+--------+-----Other income Do n~t include gain or 12 loss from /. the ,sale of capital assets 13 (Explain in Part VI) •••••••••• Total support. (Add lines 9, 10c, 14 and 12) •••••••••••••••• First five years. If the Form 1-------+-------+-------+-------1------+-----11, 990 ~------'--------'------~------'--------'-----Is for the organization's first, second, third, fourth, or fifth ........ tax year as a section organization, check this box and stop here . . . . . • . . . . . . . . . . . . . Section C. Com utation of Public Support Percenta e 15 ;· Public support percentage for 2016 (line 8, column (f) divided by line 13, column (f)). 15 16 Public support percentage from 2015 Schedule A, Part Ill, line 15. 16 • • • • • • • • • 501 ( c)(3) ►□ % % s·ection D. Com utation of Investment Income Percenta e / 17 Investment income percentage for 2016 (line 10c, column (f) d1v1dedby line 13, column (f)). 17 18 Investment income percentage from 2015 Schedule A, Part Ill, line 17 ••••••••••• 18 19a 331/3% / support tests - 2016. 17 Is not more than If the organization 331/3 %, check b 33 1/3 % support tests - 2015. did not check the box on line 14, and line 15 Is more than 331/3 %, and line this box and stop here. The organization If the organization Private foundation. If the JSA 6E1221 1 000 5 622 JK K922 organization 3/16/2018 did not check 1:12:04 qualifies as a publicly supported organization did not check a box on line 14 or line 19a, and line 16 ,s more than 3 31 /3 %, and line 18 Is not more than 331/3 %, check this box and stop here. The organization 20 % % PM a box on line V 16-7.16 14, 19a, qualifies or 19b, as a publicly check this supported organization ►□ ► box and see instructions ► Schedule A (Form 990 or 990-EZ) 2016 FUELING U.S. FORWARDINSTITUTE 46-2346050 Page 4 Schedule A (Form 990 or 990-EZ) 2016 ■ @4'1 Supporting Organizations (Complete only 1f you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes No 1 Are all of the organrzatron's supported organizations listed by name rn the organization's governing documents? If "No," descnbe m Part VI how the supported organizations are designated If designated by class or purpose, descnbe the designation If h1stonc and contmumg relationship, exp/am 1 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," exp/am m Part VI how the organization determined that the supported orgamzat,on was descnbed m section 509(a)(1) or (2). 2 Did the organization have a supported organization described rn section 501(c)(4), (5), or (6)? /f"Yes," answer (b) and (c) below. 3a b Did the organ1zat1onconfirm that each supported organization qualified under section 501(c)(4), (5), or (6) and sat1sf1edthe public support tests under section 509(a)(2)? If "Yes," descnbe m Part VI when and how the organization made the determination. 3b C Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(8) purposes? lf"Yes," exp/am ,n Part VI what controls the organization put in place to ensure such use 3c 4a Was any supported organization not organized rn the United States ("foreign supported organ1zat1on")? If "Yes," and If you checked 12a or 12b ,n Part/, answer (b) and (c) below. 4a b Did the organ1zat1on have ultimate control and discretion rn deciding whether to make grants to the foreign supported organization? If "Yes," descnbe m Part VI how the organization had such control and discretion despite bemg controlled or supervised by or ,n connection with ,ts supported orgamzat,ons. 4b C Did the organization support any foreign supported organization that does not have an IRS determination under sections 501 (c)(3} and 509(a)(1) or (2)? If "Yes," exp/am in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes 4c Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer (b) and (c) below (If apphcable). Also, provide detail in Part VI, including (1) the names and EIN numbers of the supported organizations added, substituted, or removed, (11)the reasons for each such action, (111) the authonty under the organization's orgamzmg document authonzmg such action; and (1v)how the action was accomplished (such as by amendment to the orgamzmg document). Sa 2 3a Sa b Type I or Type II only. Was any added or substituted supported organization part of a class already Sb Sc designated in the organization's organizmg document? C Substitutions only. Was the subst1tut1onthe result of an event beyond the organization's control? Did the organization provide support (whether m the form of grants or the prov1s1onof services or fac11it1es)to 6 anyone other than (1) its supported organizations, (11)ind1v1dualsthat are part of the charitable class benefited by one or more of its supported organizations, or (111)other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? /f"Yes," provide detail in Part VI. 6 Drd the organization provide a grant, loan, compensation, or other s1m1larpayment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? lf"Yes," complete Part I of Schedule L (Form 990 or 990-EZ). 7 Did the organization make a loan to a disqualified person (as defined rn section 4958) not described rn line 7? lf"Yes," complete Part I of Schedule L (Form 990 or 990-EZ). 8 Was the organization controlled directly or indirectly at any time during the tax year by one or more d1squalif1edpersons as defined in section 4946 (other than foundation managers and organizations described 1nsection 509(a)(1) or (2))? lf"Yes," provide detail m Part VI. 9a b Did one or more d1squal1f1edpersons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? /f"Yes," provide detail m Part VI. 9b C Did a d1squalif1edperson (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets 1nwhich the supporting organization also had an interest? /f"Yes," provide detail m Part VI. 9c 10a Was the organization subJect to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type Ill non-functionally integrated supporting organizations)? lf"Yes," answer 10b below Did the organization have any excess business holdings rn the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) 7 8 9a b 10a 10b Schedule A (Form 990 or 990-EZ) 2016 JSA 6E1229 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. FORWARDINSTITUTE 4 6-234 6050 Page 5 Schedule A (Form 990 or 990-EZ) 2016 Supporting Organizations continued Yes No 11 a b c Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described In (b) and (c) below, the governing body of a supported organization? A family member of a person described In (a) above? A 35% controlled entit of a erson described In above? If "Yes" to a, b, or c, rovtde detail in Part VI. 11a 11b 11c Section B. Type I Supporting Organizations Yes No 1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? If "No," descnbe in Part VI how the supported orgamzatt0n(s) effecftvely operated, supervised, or controlled the orgamzat,on's acttvtties. If the orgamzafton had more than one supported orgamzat,on, descnbe how the powers to appoint and/or remove dtrectors or trustees were allocated among the supported orgamzatt0ns and what condtftons or restnctt0ns, tf any, applied to such powers during the tax year 1 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain m Part VI how providing such benefit earned out the purposes of the supported orgamzat,on(s) that operated, supervised, or controlled the supportmg organtzafton 2 Section C. Type II Supporting Organizations Yes No Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organizat1on(s)? If "No," descnbe m Part VI how control or management of the supporting orgamzafton was vested m the same persons that controlled or managed the supported orgamzafton(s). 1 1 Section D. All Type Ill Supporting Organizations ' Yes No 1 Did the organization provide to each of its supported orgarnzatIons, by the last day of the fifth month of the organization's tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (11)a copy of the Form 990 that was most recently filed as of the date of notif1cat1on,and (111) copies of the organization's governing documents in effect on the date of not1ficat1on,to the extent not previously provided? 1 2 Were any of the organization's officers, directors, or trustees either (1) appointed or elected by the supported organizat1on(s) or (11)serving on the governing body of a supported organization? If "No," explain in Part VI how the orgamzat,on maintained a close and continuous working relaftonshtp with the supported orgamzafton(s). 2 3 By reason of the relat1onsh1pdescribed in (2), did the organization's supported organizations have a s1gnif1cantvoice In the organization's investment polIcIes and In d1rect1ngthe use of the organization's income or assets at all times during the tax year? If "Yes," descnbe m Part VI the role the orgamzafton's supported orgamzaftons played m this regard 3 Section E. Type Ill Functionally Integrated Supporting Organizations 1 a b c § Check the The The The box next to organization organization organization the method that the orgamzat,on used to saftsfy the Integral Part Test durmg the year (see instructions). sat1sf1edthe Act1v1t1es Test Complete line 2 below 1sthe parent of each of its supported organizations Complete line 3 below. supported a governmental entity. Descnbe m Part VI how you supported a government entity (see instructions) Yes No Activ1t1esTest Answer (a) and (b) below. 2 a b 3 a b Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these act1v1t1esdirectly furthered their exempt purposes, how the orgamzatton was responsive to those supported orgamzaftons, and how the organizafton determined that these act,v,ttes constituted substanftally all of ,ts acftvit,es. 2a Did the activ1t1esdescribed in (a) constitute act1v1tIesthat, but for the organization's involvement, one or more of the organization's supported orgarnzation(s) would have been engaged 1n?If "Yes," exp/am in Part VI the reasons for the orgamzafton's pos1t1onthat ,ts supported orgamzation(s) would have engaged m these activtftes but for the organization's involvement. 2b Parent of Supported Organizations Answer (a) and {b) below. Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details m Part VI. 3a Did the organization exercise a substantial degree of direction over the pol1c1es,programs, and act1vit1esof each of its suooorted oraarnzat1ons?If "Yes," descrtbe m Part VI the role olaved bv the oraamzation m this regard. 3b Schedule A (Form 990 or 990-EZ) 2016 JSA 6E1230 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. FORWARD INSTITUTE 46-2346050 Schedule A (Form 990 or 990-EZ) 2016 Page 6 Type Ill Non-Functionally Integrated 509(a)(3) Supporting Organizations Check here 1fthe organization sat1sf1edthe Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain In Part VI). See instructions. All other Type Ill non-functionally integrated supporting organizations must complete Sections A through E (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year d1stnbut1ons 2 3 Other gross income (see 1nstruct1ons) 3 4 Add Imes 1 through 3 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see 1nstruct1ons) 6 7 Other expenses (see 1nstruct1ons) 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 7 8 Section B - Minimum Asset Amount (A) Pnor Year 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities b Average monthly cash balances c Fair market value of other non-exempt-use assets d Total (add lines 1a, 1b, and 1c) e Discount claimed for blockage or other factors (explain In detail In Part VI)· 2 Acqu1s1t1onindebtedness applicable to non-exempt-use assets 3 Subtract line 2 from line 1d. 4 Cash deemed held for exempt use. Enter 1-1 /2% of line 3 (for greater amount, see instructions) 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 6 Multiply line 5 by 035 7 Recoveries of prior-year d1stnbut1ons 8 Minimum Asset Amount (add line 7 to line 6) 1a 1b 1c 1d 2 3 4 5 6 7 8 Current Year Section C - Distributable Amount Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% of line 1. Minimum asset amount for prior year (from Section B, line 8, Column A) Enter greater of line 2 or line 3 5 Income tax imposed in prior year 6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 1 2 3 4 7 LJ (B) Current Year (optional) 1 2 3 4 5 6 Check here 1fthe current year is the organization's first as a non-functionally integrated Type Ill supporting organization (see instructions Schedule A (Form 990 or 990-EZ) 2016 JSA 6E1231 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. 46-2346050 FORWARDINSTITUTE Schedule A (Form 990 or 990-EZ) 2016 . Page 7 iype Ill Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions 1 2 3 4 5 6 7 8 9 10 Current Year Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform actIv1ty that directly furthers exempt purposes of supported organizations, In excess of income from actIv1ty Adm1rnstrat1veexpenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (pnor IRS approval required) Other d1stribut1ons(describe In Part VI) See instructions. Total annual distributions. Add Imes 1 through 6. Distributions to attentive supported organizations to which the organization Is responsive (provide details In Part VI). See InstructIons. Distributable amount for 2016 from Section C, line 6 Line 8 amount d1v1dedby Line 9 amount (i) Excess Distributions Section E - Distribution Allocations (see instructions) (ii) Underdistributions Pre-2016 (iii) Distributable Amount for 2016 Distributable amount for 2016 from Section C, line 6 Underd1stribut1ons, 1fany, for years prior to 2016 (reasonable cause requ1red-expla1nIn Part VI). See instructions. Excess d1stribut1onscarryover, 1fany, to 2016: 1 2 3 a b C d e f g h i j 4 a b C 5 6 7 8 a b C d e From 2013. From 2014. From 2015. Total of Imes 3a through e Applied to underd1stribut1ons of prior years Applied to 2016 distributable amount Carryover from 2011 not applied (see 1nstruct1ons) Remainder Subtract lines 3g, 3h, and 31from 3f D1stribut1ons for 2016 from Section D, line 7· $ Applied to underd1stribut1ons of prior years Applied to 2016 distributable amount Remainder Subtract lines 4a and 4b from 4 Remaining underd1stnbut1ons for years prior to 2016, If any Subtract Imes 3g and 4a from line 2 For result greater than zero, explain in Part VI. See instructions. Remaining underd1stnbutions for 2016 Subtract lines 3h and 4b from line 1. For result greater than zero, explain In Part VI See instructions. Excess distributions carryover to 2017. Add lines 3J and 4c. Breakdown of line 7: Excess Excess Excess Excess from from from from / /' ' ' ' •> ' { '" ' * 2013. 2014. 2015. 2016. Schedule A (Form 990 or 990-EZ) 2016 JSA 6E1232 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. FORWARDINSTITUTE Schedule A (Form 990 or 990-EZ) 2016 46-2346050 Page 8 ■ iflfi ■ s·upplemental Information. Provide the explanations required by Part 11,line 1O; Part 11,line 17a or 17b; Part Ill, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c, Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, Imes 2, 5, and 6. Also complete this part for any additional information. (See instructions.) Schedule A (Form 990 or 990-EZ) 2016 JSA 6E1225 2 000 5622JK K922 3/16/2018 1: 12: 04 PM V 16-7 .16 SCHEDULE I Grants and Other Assistance to Organizations, Governments, and Individuals in the United States (Form 990) ► Open to Public Inspection Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990. Name of the organization Employer identification number FUELING U.S. FORWARDINSTITUTE General Information on Grants and Assistance 2 ~@16 Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. ► Attach to Form 990. Department of the Treasury Internal Revenue Service 1 0MB No 1545-0047 46-2346050 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' ehg1b1hty for the grants or assistance. and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • . . . . . . . . . . . . [ill Yes Describe in Part IV the organization's procedures for monitoring the use of grant funds 1nthe United States D No •iflii• Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000 Part II can be duplicated if additional space Is needed. 1 (a) Name and address of orgarnzat1on (b)EIN or government (1) AMERICANS 1310 FOR PROSPERITY N COURHOUSE RD, (c) IRC section (1f applicable) (di Amount of cash grant (e) Amount of noncash assistance ~f) Method of valuation book, FMV, appraisal. otherY (g) Description of noncash assistance (h) Purpose of grant or assistance FOUNDATION SUITE 700 52-1527294 501(C)(3) 22,231 GENERAL SUPPORT (2) (3) (4) (5) 16) (7) (8) (9) (10) (11) (12) 2 3 Enter total number of section 501 (c)(3) and government organizations listed in the line 1 table . Enter total number of other or_g_anizat,onshsted in the hne 1 table. For Paperwork Reduction Act Notice, see the Instructions for Form 990. JSA 6E1288 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 .► 1. .► Schedule I (Form 990) (2016) FUELING U.S. FORWARDINSTITUTE 46-2346050 Page 2 Schedule I (Form 990) (2016) ■ ifljjj ■ Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part Ill can be duplicated 1fadditional space is needed. (b} Number of (a) Type of grant or assistance rec1p1ents (c) Amount of cash grant (d) Amount of non-cashassistance (e) Method of valuation (book, (f) Description of non-cash assistance FMV, appraisal, other) 1 2 3 4 5 6 7 information. SCHEDULE I, PART I, LINE 2 TO SUPPORT THE ORGANIZATION, AS OUTLINED ABOVE, THE ORGANIZATION PROVIDED GENERAL SUPPORT GRANTS TO THE ABOVE GRANTEES WHOSE ACTIVITIES ORGANIZATION'S GOALS. ALL GRANTS WERE MADE PURSUANT TO SPECIFIC LETTER AGREEMENTS, WHICH UNLESS OTHERWISE SPECIFIED, PROHIBITIONS ADVANCE THE GRANT INCLUDING ON THE USE OF THE GRANT FUNDS, FOR EXAMPLE, ACTIVITIES THAT WOULD VIOLATE FEDERAL, STATE OR LOCAL LAWS, RULES OR REGULATIONS, OR THAT WOULDBE CONSIDERED POLITICAL OR LOBBYING ACTIVITIES UNDER FEDERAL OR STATE LAW. THE GRANT LETTERS ALSO CONTAINED A REVIEW AND MONITORING PROCEDURE WHICH REQUIRES REPORTS BY GRANTEE ON THE USE OF THE GRANT FUNDS Schedule I (Form 990) (2016) JSA 6E1504 2 000 5 622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. FOBWARDINSTITUTE 46-2346050 Page Schedule I {Form 990) (2016) 2 ■ @jjj ■ Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part Ill can be duplicated if additional space is needed {a) Type of grant or assistance (b) Number of recIpIents (c) Amount of cash grant (d) Amount of non-cashassistance (e) Method of valuation (book, (f) Description of non-cash assistance FMV, appra,sal, other) 1 2 3 4 5 6 7 1nformat1on. UPON REQUEST, AND RETURN OF ANY FUNDS USED IN VIOLATION OF THE AGREEMENT. ~ Schedule I (Form 990) (2016) JSA 6E1504 2 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 \ Compensation Information SCHEDULEJ (Form 990) · Department of the Treasury Internal Revenue Service 0MB No 1545-0047 For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees ► Complete if the organization answered "Yes" on Form 990, Part IV, line 23. ► Attach to Form 990. ► Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990. Name of the orgarnzat1on Employer identification number FUELING U.S. FORWARDINSTITUTE Questions Regarding Compensation 1a 46-2346050 Check the appropriate box(es) 1fthe organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part Ill to provide any relevant information regarding these items First-class or charter travel Travel for companions Tax mdemnif1cat1onand gross-up payments D1scret1onaryspending account Fl b 2 ~@16 Open to Public Inspection Fl Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or 1n1t1ation fees Personal services (such as, maid, chauffeur, chef) If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or prov1s1on of all of the expenses described above? If "No," complete Part Ill to explain ................•...•..........•...•...•••.•............. Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? .••.•.•.•.•.••••..••.•.••...•...••.•••.•.•...........•••. 3 Indicate which, 1fany, of the following the filing organization used to establish the compensation of the organization's CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain 1nPart Ill § 4 § Compensation committee Independent compensation consultant Form 990 of other organizations Written employment contract Compensation survey or study Approval by the board or compensation committee During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization a Receive a severance payment or change-of-control payment? . . . . . . . . . . . . .. b Part1c1patein, or receive payment from, a supplemental nonquahf1edretirement plan?. c Participate in, or receive payment from, an equity-based compensation arrangement?. If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part Ill. 4a X X 7 X Only section 501(c)(3), 501(c)(4}, and 501(c)(29) organizations must complete lines 5-9. For persons listed on Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation contingent on the revenues of a The organization? . . . . . . . . . . . . . . b Any related organization? . . . . . . . . . . If "Yes" on line 5a or 5b, describe 1nPart Ill 6 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: a The organization? . . . . . . . . • . . . . . b Any related organization? • . . • . . . . . . . . . If "Yes" on line 6a or 6b, describe 1nPart Ill 5 7 8 9 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments not described on lines 5 and 6? If "Yes," describe 1nPart Ill. ..........•.......•.•.• Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subJect to the m1t1al contract exception described in Regulations section 53.4958-4(a)(3)? If ''Yes," describe in Part Ill ............................•.•........................ If ''Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? ..................•.................... For Paperwork Reduction Act Notice, see the Instructions for Form 990. JSA 6E12901000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 9 Schedule J (Form 990) 2016 FUELING U.S. FORWARDINSTITUTE 46-2346050 Schedule J (Form 990) 2016 1@111 Officers, Page 2 Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies 1fadditional space 1sneeded. For each ind1v1dualwhose compensation must be reported on Schedule J, report compensation from the organization on row (1)and from related organizations, described 1n the instructions, on row (11).Do not list any ind1v1dualsthat aren't listed on Form 990, Part VII Note: The sum of columns (B)(1)-(i11) for each listed ind1v1dualmust equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that 1nd1v1dual. (A) Name and Title JAMES CLARK (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (i) Base (11)Bonus & incentive com pensalion compensation other deferred com pensat,on 0. (i) lRESIDENT 162,062. (ii) LOGAN MOORE 0. (i) fXECUTIVE VICE PRESIDENT CHARLES DREVNA 131,342. (ii) 648,969. (ii) 0. 10,000. 0. (i) lRESIDENT 0. 60,000. 0. 0. (m)Other reportable com pensat,on 0. 0. 0. 0. 0. 0. (D) Nontaxable benefits 0. 9,625. 0. 0. 0. 9,497. 0. 20,385. 6,154. 17,824. (E) Total of columns (B)(1)-(D) in (F) Compensation column (B) reported as deferred on pnor Form 990 0. 241,184. 0. 161,727. 672,947. (i) 4 (ii) 5 (ii) 6 (ii) 7 (ii) 8 (ii) 9 (ii) 10 (ii) 11 (ii) 12 (ii) 13 (ii) 14 (ii) 15 (ii) 16 (ii) (i) (i) (i) (i) (i) (i) (i) (i) (i) (i) (i) (i) Schedule J (Form 990) 2016 JSA 6E1291 1 000 5 622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. 46-2346050 FORWARDINSTITUTE Schedule J (Form 990) 2016 Page 3 ■ :.ffljjj ■ SlJpplemental Information Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any add1t1onalinformation. SCHEDULE J, PART I, LINE 3 THE DIRECTOR AND OFFICERS WERE COMPENSATEDBY YEM TRUST. Schedule J (Form 990) 2016 JSA 6E1505 2 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 Liquidation, Termination, Dissolution, or Significant Disposition of Assets SCHEDULEN (Form 990 or 990-EZ) ► Complete Department of the Treasury Internal RevenueService Name of the organization FUELING U.S. if the organization answered ► Attach certified ► Attach to Form 990 or 990-EZ. ► Information 0MB No 1545-0047 ~@16 "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36. copies of any articles of dissolution, resolutions, or plans. about Schedule N (Form 990 or 990-EZ) and its instructions Open to Public' Inspection is at www.irs.gov/form990. Employer 1dentificat1on number 46-2346050 Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 31, or Form 990-EZ, line 36. Part I can be duplicated 1fadd1t1onalspace is needed. 1 FORWARDINSTITUTE (a) Description of asset(s) distributed or transaction expensespaid (b) Date of d1stnbullon (c) Fair market value of (d) Method of determining FMV for asset(s) d1stnbutedor transaction expenses asset(s) distributedor amount of transaction expenses (e) EIN of rec1p1ent (g) IRC sectionof (f) Name and address of rec1p1ent rec1p1ent(s) (1f tax-exempt) or type of entity 11\MERICANS FOR PROSPERITY FOUNDATION CASH 05/30/2017 22,231 CASH VALUE 52-1527294 1310 N COURTHOUSE RD, STE 700 50l(C}(3} Yes 2 No Did or will any officer, director, trustee, or key employee of the organization a Become a director or trustee of a successor or transferee organization? ••••••••••••••••••••••••••••••••••••••••••••••••••••• b Become an employee of, or independent contractor for, a successor or transferee organization? C Become a direct or indirect owner of a successor or transferee organization? d Receive, or become entitled to, compensation •••••••••••• 2a •••••••••••••••••••••••••••••• ■ ••••••••••••••• ■ ■ ■ ■ ■ •• ■ ■ • ■ ■ or other s1m1lar payments as a result of the organization's llqu1dat1on,termination, or d1ssolut1on? •••••••••••••••••• •••••••••• •••••••• ■ •• X 2b X 2c X 2d X e If the organization answered "Yes" to any of the guest1ons on lines 2a through 2d, provide the name of the person involved and explain 1n Part Ill ► For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ. JSA 6E1302 1 000 5 622JK K922 3/16/2018 1: 12•: 04 PM V 16-7.16 Schedule N (Form 990 or 990-EZ) (2016) FUELING U.S. 46-2346050 FORWARDINSTITUTE Page2 ScheduleN (Form990 or 990-EZ) (2016) Liquidation, Termination, or Dissolution (cofl_t_inl.l!Jdl Note: If the organization distributed (Total hab1ht1es),should equal -0- all of its assets during the tax year, then Form 990, Part X, column (8), line 16 (Total assets), and line 26 Yes 3 Did the organization distribute ,ts assets in accordance with ,ts governing mstrument(s)? If "No," describe in Part Ill . . • . . . . . . • • • . • • . . • . • . . • • • 3 4a ls the organization required to notify the attorney general or other appropriate state official of ,ts intent to dissolve, liquidate, or terminate?. . . . . . • • . . . • • 4a b If "Yes," did the organization provide such notice?. . . • . . . . . . . . . . • . . . . . . 5 Did the organization discharge or pay all of ,ts l1ab1ht1esin accordance with state laws?, . • • . . • • • • . • • • . • • . . • . . . . . . • • . • . • . • • . . . . • 6a Did the organization have any tax-exempt bonds outstanding during the year?. . • . . . . • . • . . . . . . • . . . . . . . . . . . . . . . . . . . . • . . . . • • . b If "Yes" to line 6a, did the organization discharge or defease all of its tax-exempt bond liab1htles dunng the tax year in accordance with the Internal Revenue Code and state laws? • I No X X f--4_b-+----+--5 X 6a X ~6_b____ _ c If "Yes" hne 6b, describe in Part Ill how the organization defeased or otherwise settled these hab1ht1es If "No" on line 6b, explain ,n Part Ill " Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part 1f the organization answered "Yes" on Form 990, Part IV, line 32, or Form 990-EZ, line 36 Part II can be duplicated if add1t1onalspace is needed. 1 (a) Description of asset(s) distributedor transaction expensespaid (b) Dateof dIstnbut1on (c) Fair marketvalueof asset(s)d1stnbuted or amountof transaction expenses (d) Methodof determiningFMVfor asset(s)d1stnbuted or transacbon expenses (e) EIN of recIpIent sectionof rec1p1ent(s) (1f tax-exempt)or type of entity (f) Nameand addressof recIpIent (g) IRC Yes 2 No Did or will any officer, director, trustee, or key employee of the organization a Become a director or trustee of a successor or transferee organization? . . . . • • • • • . . . . . . . . . . . . . . . . . . . . . • • . . . . ..••...•.•.•. 2a b Become an employee of, or independent contractor for, a successor or transferee organization? •.•.•......•.......•••••••..•...••.. 2b Become a direct or indirect owner of a successor or transferee organization? ••••••••••.••••••••.••..•..•.•...•..•..•••.•.. d Receive, or become entitled to, compensation or other s1m1lar payments as a result of the organization's significant d1spos1tionof assets? ..•......•... e If the organization answered "Yes" to any of the questions on Imes 2a through 2d, provide the name of the person involved and explain ,n Part Ill ...... 2c C 2d ► Schedule N (Form 990 or 990-EZ) (2016) JSA 6E1303 2 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. FORWARDINSTITUTE •d•ii• 46-2346050 Page 3 Schedule N (Form 990 or 990-EZ) 2016 Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part 11,line 2e. Also complete this part to provide any additional information Schedule N (Form 990 or 990-EZ) (2016) JSA 6E1509 2 000 5 622JK K922 3 I 16/ 2018 1 : 12 : 0 4 PM V 16- 7 . 16 (For~ 990 or 990-EZ) ► Information about Schedule O (Form 990 or 990-EZ) and its instructionsis at www.irs gov/form990 Name of the orgarnzat1on FORM 990, ~©16 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. ► Attach to Form 990 or 990-EZ. Department of the Treasury Internal Revenue Service FUELING U.S. 0MB No 1545-0047 Supplemental Information to Form 990 or 990-EZ SCHEDUL.EO Open to Public Inspection Employerident1ficatIonnumber FORWARDINSTITUTE PART III, 46-2346050 LINE 3 FUELING US FORWARDINSTITUTE CEASED ALL OPERATIONS AND DISSOLVED, AND THEREFORE ENDED ALL PROGRAMSERVICES. FORM 990, PART VI, 7A & 7B SECTION A, LINE 6, CLASS A MEMBERS WERE ENTITLED TO VOTE AND HAD THE POWERS TO AMEND BYLAWS AND THE CERTIFICATE OF INCORPORATION, TO APPOINT ADDITIONAL CLASS A MEMBERS, TO DISSOLVE THE CORPORATION, TO APPROVE ANY MERGER, SALE OF OTHER DISPOSITIVE TRANSACTION INVOLVING A SUBSTANTIAL TRANSFER OF THE CORPORATION'S ASSETS AND TO ELECT DIRECTORS AND TO REMOVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE SB THERE ARE NO SUCH COMMITTEES. FORM 990, PART VI, SECTION B, LINE llB AN INDEPENDENT ACCOUNTING FIRM PREPARED AND REVIEWED THE FORM 990. A FULL DRAFT OF THE 990 WITH ALL REQUIRED SCHEDULES WAS THEN PROVIDED TO INTERNAL MANAGEMENTAND OUTSIDE LEGAL COUNSEL FOR REVIEW. ALL QUESTIONS WERE ADDRESSED AND ANY MODIFICATIONS WERE MADE, IF NECESSARY. THE FINAL FORM 990 ALONG WITH ALL REQUIRED SCHEDULES WERE THEN PROVIDED TO THE PRESIDENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS AND OFFICERS WERE COVERED UNDER THE CONFLICT OF INTEREST For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. JSA 6E121lli!112CZaCl2 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 Schedule O (Form 990 or 990-EZ) (2016) Schedule O (Form 990 or990-EZ) 2016 Page Name of the orgarnzatIon FUEL1NG U.S. POLICY. 2 Employer identification number FORWARDINSTITUTE 46-2346050 OUTSIDE LEGAL COUNSEL MET PERIODICALLY TO REVIEW THE POLICY AND ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT WAS COMPENSATED BY YEM TRUST. YEM TRUST ENGAGED A HUMAN RESOURCES CONSULTING ORGANIZATION TO PERFORM A COMPENSATION STUDY. THE CONSULTING ORGANIZATION USED DATA FROM COMPARABLENON-PROFITS ESTABLISH A REASONABLE COMPENSATION LEVEL FOR THE PRESIDENT. TO IN ADDITION, THE ORGANIZATION MAY OBTAIN A PROFESSIONAL OPINION FROM COUNSEL AS TO WHETHER THE PROPOSED LEVEL OF COMPENSATION WOULD BE AN EXCESS BENEFIT TRANSACTION AND REFER MATERIAL TO AN INDEPENDENT DECISION MAKER. FORM 990, PART VI, SECTION C, LINE 19 CONSISTENT WITH INTERNAL REVENUE SERVICE REGULATIONS, GENERATION OPPORTUNITY INSTITUTE MADE ALL REQUIRED DISCLOSURES AVAILABLE TO THE PUBLIC. Schedule O (Form 990 or 990-EZ) 2016 JSA 6E1228 1 000 5622JK K922 3/16/2018 1 : 12 : 0 4 PM V 16- 7 . 16 FUELING U.S. SCHEDULER (Form 990) 46-2346050 FORWARDINSTITUTE 0MB No 1545-0047 Related Organizations and Unrelated Partnerships ► ~@16 Complete if the organization answered nves" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. ► Attach to Form 990. Department of the Treasury Open to Public Inspection , ► Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990. Internal Revenue Service Employer 1dent1fication number Name of the orgamzat1on FUELING U.S. lml 46-2346050 FORWARDINSTITUTE Identification of Disregarded Entities. Complete 1fthe organization answered "Yes" on Form 990, Part IV, line 33. " (b) (a) Name, address, and EIN (1fapplicable) of disregarded entity Primary activity (c) Legal domicile (state or foreign country) (d) Total income (e) End-of-year assets (f) Direct controlling entity (1) (2) (3) (4) (5) (6) Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had 1:ffl111one or more related tax-exempt organizations during the tax year. (b) Primary activity (a) Name, address, and EIN of related organization (c) (d) Legal dom1c1le(state or foreign country) ExemptCode section (e) Public chanty status (1f section 501(c)(3)) (f) Direct controlling entity (g) Section 512(b)(13) controlled entity? Yes ( 1) YEM TRUST 1310 N COURTHOUSERD, STE 700 ( ) FUELING U. S 2 No 27-2936085 ARLINGTON, VA 22201 FORWARD, INC 1320 N COURTHOUSERD, STE 300 GRASSROOTS DE 501C(4) N/A X PUBLIC ED VA 501C(6) FUSFI X 47-5486414 ARLINGTON, VA 22201 (3) (4) (5) (6) (7) . For Paperwork Reduction Act Notice, see the Instructions for Form 990. JSA 6E1307 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 Schedule R (Form 990) 2016 FUELING U.S. 46-2346050 FORWARD INSTITUTE Page Schedule R (Form 990) 2016 ■ =ifijjj ■ 2 ldentific~tion of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because 1thad one or more related organizations treated as a partnership during the tax year. (a) Name, address, and EIN of related organization (b) Primary actlVJly (c) Legal dom1c1le (state or foreign country) (d) Direct controlling entity (e) Predominant income (related, unrelated, excluded from tax under sections 512-514) (f) Share of total income (g) Share of end-ofyear assets (h) Dl•propor11onnta allaca~ora? Yes No (i) (j) CodeV- UBI amount in box 20 of Schedule K-1 (Form 1065) General or managing partner? (k) • Percentage ownership Yes No (1) (2) (3) (4) (5) (6) (7) of Related Organizations Taxable as a Corporation or Trust. Complete 1fthe organization answered "Yes" on Form 990, Part IV, i=iHUIIdentification line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal dom1c1le (state or foreign country) (d) Direct controlling entity (e) Type of entity (C corp, S corp, or trust) (f) Share of total income (g) Share of end-of-year assets (1) (h) Percentage Section 512(b)(13 ownership controlled ent1tv? Yes No (1) (2) (3) (4) (5) (6) (7) Schedule R (Form 990) 2016 JSA 6E13081000 5 622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. 46-2346050 FORWARDINSTITUTE Page Schedule R (Form 990) 2016 ■ :ifli*i Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36. _,, Yes No Note: Complete line 1 1fany entity 1s listed in Parts II, Ill, or IV of this schedule 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations hsted 1nParts II-IV? a Receipt of (i) interest, (ii) annu1t1es,(iii) royalties, or (iv) rent from a controlled entity •..........•••.......•.......•••••.•......• b Gift, grant, or capital contribution to related organizat1on(s) •........•.••..........••..........•......•••....•...... h ''"o/'," d Loans or loan guarantees to or for related organizat1on(s) ••.............................•.......•..........•.....• e Loans or loan guarantees by related organizat1on(s) •.••.......................................•.....•.....•••.. X X X :t;\ bf Dividends from related organizat1on(s)..••........•••••••••••••...•••••••••••.•••••••••....••....•....••.. g Sale of assets to related organ1zat1on(s).•••.......•••••....•..••.•••••.•....•.•••.••••••....•......•....•. h Purchase of assets from related organization(s). • • . . . . . . . • • • • • . . . . . . . • • • • • • • . . . . . . . . . • • • . • • • • • . . • . . . . . . • . . . . • • i Exchange of assets with related organizat1on(s)..........•...........•..••............••••••................•. Lease of fac11it1es,equipment, or other assets to related organizat1on(s).....•.••.•.......••••••..•........••••••••.••.... X 1g 1h X 1i X 1j X ,, ', k Lease of facilities, equipment, or other assets from related organizat1on(s) ...........................•••.......••.......•. Performance of services or membership or fund raising solic1tat1onsfor related organizat1on(s} ......••...........•••••....•.......• m Performance of services or membership or fundra1sing solic1tat1onsby related organizat1on(s)..................•••.....•••.....••.. n Sharing of fac11it1es,equipment, mailing hsts, or other assets with related organizat1on(s) ...•••..........•••••..........•.•••••.. o Sharing of paid employees with related organizat1on(s) •.•••••.•..•..........•••..........•.••.•......•.....•• , .. 1p 1q p Reimbursement paid to related organization(s) for expenses •••.•••...•........•...•.........•••••.••.....•.....•... q Reimbursement paid by related organizat1on(s)for expenses ••••.•...•....••...........•..•......••.....••....•.•.• X X X I ' - 0fi0 X ,, "'--=-' r Other transfer of cash or property to related organizat1on(s) •••••••.••..••.•••.......•.•..••••.......•......•...•.•• s Other transfer of cash or property from related orqanizat1on(s)•••••••..••.......••................•••........•......• X __] ____ 1r 1s X X If the answer to any of the above 1s"Yes," see the 1nstruct1onsfor information on who must complete this line, including covered relat1onsh1psand transaction thresholds. (a) Name of related organization (1) I X X 1k 11 1m 1n 1o ;,'o/_'-;<.$ 2 r, I 1f f I I ; X X 1a 1b 1c 1d 1e c Gift, grant, or capital contribution from related organizat1on(s)...................................••...........•.....• j 3 YEM TRUST (b) Transaction type (a-s) C (c) Amount involved 259,040. (d) Method of deterrrnrnng amount involved COST (2) (3) (4) (5) (6) Schedule R (Form 990) 2016 JSA 6E13091 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 ... FUELING U.S. FORWARD INSTITUTE 46-2346050 Page 4 Schedule R (Form 990) 2016 ■ ifil*d Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its actIvItIes (measured by total assets or gross revenue) that was not a related organization. See Instruct1ons regarding exclusion for certain investment partnerships (b) (a) Name. address, and EIN of entity Primary act1111ty (c) Legal domIcIle (state or foreign country) (d) Predominant income (related, unrelated, excluded from tax under sections 512-514) (e) Are all partners section 501(c)(3) organ1zat1ons? Yes No (I) Share of total income (g) Share of end-of-year assets (h) D1sproport1onate elloca\10~? Yes No (I) Code V • UBI amount m box 20 of Schedule K-1 {Form 1065) Ol General or managing partner? Yes (k) Percentage ownership No (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) Schedule R (Form 990) 2016 JSA 6E1310 1 000 5622JK K922 3/16/2018 1:12:04 PM V 16-7.16 FUELING U.S. FORWARDINSTITUTE 46-2346050 Page 5 Schedule R (Form 990) 2016 1@(~11 Supplemental Information Provide additional information for responses to questions on Schedule R. See instructions. Schedule R (Form 990) 2016 6E1510 2 000 5 622JK K922 3/16/2018 1:12:04 PM V 16-7.16