Nonprofit · EIN 71-0674001
FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY
Also known as FORGE
Tax-exempt · HUNTSVILLE, AR 72740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,731,844 | $1,561,806 | $170,038 | $10,296,262 | $6,499,114 | $3,797,148 |
| September 30, 2024 | 990 | $1,468,312 | $2,289,190 | -$820,878 | $11,375,673 | $7,719,131 | $3,656,542 |
| September 30, 2023 | 990 | $2,241,893 | $2,146,255 | $95,638 | $12,877,023 | $8,370,976 | $4,506,047 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,317,231
- of which government grants
- $821,482
- Program service revenue
- $17,404
- Investment income
- $397,209
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $674,333
- Salaries, compensation and benefits (total)
- $885,396
- Professional fundraising fees
- $0
- Accounting fees
- $35,204
- Occupancy
- $20,120
- Depreciation
- $7,163
- Program services (functional)
- $1,252,626
- Management and general (functional)
- $243,444
- Fundraising (functional)
- $65,736
Balance sheet and other
- Total assets, start of year
- $11,375,673
- Total assets, end of year
- $10,296,262
- Total liabilities, end of year
- $6,499,114
- Net assets, end of year
- $3,797,148
- Land, buildings and equipment
- $211,074
- Net assets without donor restrictions
- $3,727,220
- Net assets with donor restrictions
- $69,928
- Gross receipts
- $1,731,844
- Employees
- 12
- Year formed
- 1988
- State of legal domicile
- AR
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERB CULVER | DIRECTOR Trustee or director | 2 | $0 |
| JESSICA FRITTS | SECRETARY/TR Trustee or director, Officer | 2 | $0 |
| GREG MODICA | DIRECTOR Trustee or director | 2 | $0 |
| JAMES MORGAN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARY SANCHEZ | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERB CULVER | DIRECTOR Trustee or director | 2 | $0 |
| JESSICA FRITTS | SECRETARY/TR Trustee or director, Officer | 2 | $0 |
| GREG MODICA | DIRECTOR Trustee or director | 2 | $0 |
| JAMES MORGAN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARY SANCHEZ | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERB CULVER | DIRECTOR Trustee or director | 2 | $0 |
| JESSICA FRITTS | SECRETARY/TR Trustee or director, Officer | 2 | $0 |
| GREG MODICA | DIRECTOR Trustee or director | 2 | $0 |
| JAMES MORGAN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARY SANCHEZ | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1138, HUNTSVILLE, AR 72740-1138
- In care of
- % THE COMPANY
- Principal officer (990 for 2024)
- JAMES MORGAN, 18235 WILDLIFE ROAD, FAYETTEVILLE, AR 72701
- Signed the 990
- JAMES MORGAN, PRESIDENT
- Phone
- (479) 738-1585
- Website
- WWW.FORGEFUND.ORG
- Return prepared by
- PRZ CPAS & ADVISORS
Mission
TO ASSIST IN LONG TERM ECONOMIC GROWTH AND REVITALIZATION OF RURAL COMMUNITIES AND FARM RELATED ENTERPRISES IN THE OZARK REGION OF ARKANSAS, MISSOURI, OKLAHOMA, AND LOUISIANA.
Program accomplishments
- PROVIDED LOANS TO SMALL BUSINESSES AND AGRICULTURAL ENTERPRISES IN ACCORDANCE WITH THE EXEMPT FUNCTION AND MISSION OF THE ORGANIZATION: PROVIDED EDUCATIONAL ASSISTANCE AND TRAINING TO SMALL BUSINESSES AND AGRICULTURAL ENTERPRISES IN ACCORDANCE WITH THE EXEMPT FUNCTION AND MISSION OF THE ORGANIZATION. FORGE MADE 34 LOANS TOTALING 1,011,121.52 TO SMALL BUSINESSES AND AGRICULTURAL ENTERPRISES, INCLUDING 14 LOANS (41%) TO MINORITY ENTREPRENEURS, 14 LOANS (41%) TO WOMEN, AND 4 LOANS (12%) TO VETERANS. 16 LOANS WERE TO LOW-INCOME BORROWERS. 8 LOANS WERE IN RURAL CENSUS TRACTS. THE FORGE LOAN PORTFOLIO CONSISTS OF 361 INDIVIDUAL LOANS VALUED AT 5,157,449.Expenses $1,252,626 · revenue $17,404
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 71-0674001
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S320)
- Assets (IRS master file)
- $10,296,262
- Income (IRS master file)
- $1,731,844
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,731,844 | $1,561,806 | $10,296,262 | XML |
| 990 | September 2024 | $1,468,312 | $2,289,190 | $11,375,673 | XML |
| 990 | September 2023 | $2,241,893 | $2,146,255 | $12,877,023 | XML |
| 990 | September 2022 | $1,965,897 | $1,628,375 | $11,064,924 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
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 71-0674001).
Questions about FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY
- What is the EIN of FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY?
- The employer identification number (EIN) of FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY is 71-0674001.
- Is FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY 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 FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY?
- The 990 for the year ended September 30, 2025 names JAMES MORGAN.
- Who are the officers and directors of FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does FORGE FINANCING OZARK RURAL GROWTH AND ECONOMY have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,731,844, expenses of $1,561,806 and total assets of $10,296,262 at year end.
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All nonprofits in HUNTSVILLE · Arkansas · Community improvement and capacity building