Nonprofit · EIN 27-3380977
THE FORGE INITIATIVE INC
Tax-exempt · CARY, NC 27519
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $144,055 | $171,928 | -$27,873 | $72,740 | $1,929 | $70,811 |
| June 30, 2024 | 990 | $273,782 | $273,877 | -$95 | $104,234 | $5,550 | $98,684 |
| June 30, 2023 | 990 | $212,060 | $200,858 | $11,202 | $101,935 | $10,220 | $91,715 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $119,831
- Program service revenue
- $21,617
- Investment income
- $214
- Net gain from sales of assets
- $159
- Other revenue
- $2,393
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $37,864
- Salaries, compensation and benefits (total)
- $40,761
- Professional fundraising fees
- $0
- Accounting fees
- $1,200
- Occupancy
- $52,502
- Travel
- $18,985
- Depreciation
- $184
- Program services (functional)
- $110,167
- Management and general (functional)
- $53,242
- Fundraising (functional)
- $8,519
Balance sheet and other
- Total assets, start of year
- $104,234
- Total assets, end of year
- $72,740
- Total liabilities, end of year
- $1,929
- Net assets, end of year
- $70,811
- Publicly traded securities
- $43,479
- Net assets without donor restrictions
- $70,811
- Gross receipts
- $158,022
- Employees
- 2
- Volunteers
- 131
- Year formed
- 2010
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID HUANG | BOARD OF DIR Trustee or director | 1 | $0 |
| DAVID JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICK EASTERS | PRESIDENT Officer | 2 | $0 |
| ROBERT MACKIE | SECRETARY Officer | 1.5 | $0 |
| SESHU UPPALAPATI | VICE PRESIDE Officer | 2 | $0 |
| LINDA WHIPKER | TREASURER Officer | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK EASTERS | PRESIDENT Officer | 2 | $0 |
| GABRIELE HESTER | BOARD MEMBER Officer | 1 | $0 |
| DAVID HUANG | BOARD OF DIR Officer | 1 | $0 |
| DAVID JONES | BOARD MEMBER Officer | 1 | $0 |
| ROBERT MACKIE | SECRETARY Officer | 1.5 | $0 |
| LINDA WHIPKER PHD | TREASURER Officer | 2 | $0 |
| JOHN ROCK | BOARD MEMBER Officer | 1 | $0 |
| SESHU UPPALAPATI | VICE PRESIDE Officer | 2 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY DIENER | PRESIDENT Officer | 2 | $0 |
| PATRICK EASTERS | BOARD MEMBER Officer | 1 | $0 |
| GABRIELE HESTER | BOARD MEMBER Officer | 1 | $0 |
| ROBERT MACKIE | VICE PRESIDE Officer | 2 | $0 |
| KIM MCCLELLAND | SECRETARY Officer | 1.5 | $0 |
| LINDA WHIPKER PHD | TREASURER Officer | 2 | $0 |
| ADRIAN POWELL | BOARD MEMBER Officer | 1 | $0 |
| SOWMYA RAO | BOARD MEMBER Officer | 1 | $0 |
| JOHN ROCK | BOARD MEMBER Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4798, CARY, NC 27519-4798
- In care of
- % LINDA D WHIPKER
- Mailing address (990-N for 2011)
- 203 Copper Hill Dr, Cary NC 27518
- Principal officer (990 for 2024)
- LINDA WHIPKER, PO BOX 4798, CARY, NC 27519
- Principal officer (990-N for 2011)
- Linda Whipker, 203 Copper Hill Dr, Cary NC 27518
- Signed the 990
- LINDA WHIPKER, TREASURER
- Phone
- (919) 616-6332
- Website
- www.wakerobotics.org
- Return prepared by
- BENTON WHITAKER LLP
Mission
TO EMPOWER FAMILIES AND INDIVIDUALS OF ALL AGES TO COLLABORATIVELY EXPLORE, LEARN, AND LEAD USING TECHNOLOGY AND ENGINEERING.
Program accomplishments
- COMPETITIVE ROBOTICS TEAMS SERVE STUDENTS AGES 6-18 WORKING WITH ADULT MENTORS TO PARTICIPATE IN VARIOUS LEVELS OF COMPETITIONExpenses $110,167 · revenue $24,065
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3380977
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $72,740
- Income (IRS master file)
- $158,022
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $144,055 | $171,928 | $72,740 | IRS |
| 990 | June 2024 | $273,782 | $273,877 | $104,234 | IRS |
| 990 | June 2023 | $212,060 | $200,858 | $101,935 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Linda Whipker | June 30, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3380977).
Questions about THE FORGE INITIATIVE INC
- What is the EIN of THE FORGE INITIATIVE INC?
- The employer identification number (EIN) of THE FORGE INITIATIVE INC is 27-3380977.
- Is THE FORGE INITIATIVE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to THE FORGE INITIATIVE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE FORGE INITIATIVE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE FORGE INITIATIVE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FORGE INITIATIVE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE FORGE INITIATIVE INC?
- The 990 for the year ended June 30, 2025 names LINDA WHIPKER.
- Who are the officers and directors of THE FORGE INITIATIVE INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE FORGE INITIATIVE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $144,055, expenses of $171,928 and total assets of $72,740 at year end.
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