MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202421369349103262
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T10:15:15-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680219846 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROTEMARKLE DAVIS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MAIN ST STE 250 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943359635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moving Forward Towards Independence | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOVI | BusinessNameControlTxt |
| Phone | 7072591125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 Coombs Street Bldg B | AddressLine1Txt |
| City | Napa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Willa McManmom | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Willa | PersonFirstNm |
| Person Last | McManmom | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Guy W Carl | PreparerPersonNm |
| PTIN | P01292373 | PTIN |
| Phone | 7079634466 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,632,943 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $157,153 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,342 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,342 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,342 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,826,159 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,826,159 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,988,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,342 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,831,501 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $310,189 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $248,454 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,735 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $928,186 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $749,092 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $179,094 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,950 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $9,572 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,378 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,114 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $9,114 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $154,167 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $154,167 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $49,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $49,175 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $6,993 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $6,993 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $99,305 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $80,018 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $19,287 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $31,833 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $31,833 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $99,013 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $99,013 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $35,949 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $35,949 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $1,799 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $1,799 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $404,303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $356,322 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,981 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,141,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,831,501 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,141,976 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,831,501 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $310,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,342 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,533 | CashBOYAmt |
| Cash EOY | $95,916 | CashEOYAmt |
| Cash EOYFMV | $95,916 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $426,522 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,974 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $137,111 | AcctRcvblAmt |
| Acct Rcvbl BOY | $65,144 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $137,111 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $137,111 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $26,288 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $55,008 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $55,008 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,135,934 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $624,732 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $499,918 | LandBOYAmt |
| Land EOY | $511,202 | LandEOYAmt |
| Land EOYFMV | $1,135,934 | LandEOYFMVAmt |
| Other Assets BOY | $5,350 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,105,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,008,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,632,943 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,718 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $33,082 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $20,875 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $150,536 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $139,788 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $91,730 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $138,996 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $276,984 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $332,741 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $828,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $675,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $828,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $675,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,105,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,008,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $828,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21 | OtherIncreasesAmt |
| Subtotal | $675,470 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $675,470 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $74 | SubtotalAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $74 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.moving-forward.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chris McDonald | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7072277619 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 First Street Suite 368 | AddressLine1Txt |
| City | Napa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|---|
| Lisa Hook | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Secretary | 4.00 | $0 | ||
| Bryan Daniels | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 20.00 | $0 | ||
| Marita Musante | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | President | 20.00 | $0 | ||
| Daphne O'Regan | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 2.00 | $0 | ||
| Erica Conway | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 10.00 | $0 | ||
| Tim Ennis | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 2.00 | $0 | ||
| Mark Goodenough | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.50 | $62,546 | $300 | |
| Raj Jalan | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 20.00 | $0 | ||
| Cecily Akwari | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Executive Dir. | 40.00 | $105,750 | $300 | |
| Ana Zara | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 5.00 | $0 | ||
| Serena Williams | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 5.00 | $0 | ||
| Jamie Thompson | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 5.00 | $0 | ||
| Barbara Montaldo | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.50 | $92,933 | $600 | $9,100 |
| Willa McManmom | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Treasurer | 2.00 | $0 | ||
| Makeeylia Mc Corley | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Asst Ex Direct | 40.00 | $47,385 | $375 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|
| Julie Shaw | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Staff Support | 40.00 | $53,803 | $600 |
| Ronnie Carter | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Comm Res Spec. | 40.00 | $51,345 | $300 |
| Dale Gorr | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Case Manager | 40.00 | $57,168 | $600 |
| Catherine Cirby | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Case Manager | 40.00 | $66,858 | $600 |
| Donna Polk | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Staff Support | 40.00 | $62,993 | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Community Living Program (CL)- this program supports and provides training for individuals to transition from group living to independent living. | Description1Txt |
| Expenses1 | $729,155 | Expenses1Amt |
| Description2 | Transitional Living Program (TL) - this program supports and provides training for individuals to transition from family living to group living. | Description2Txt |
| Expenses2 | $1,412,821 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $429,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $429,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $429,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $423,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $310,475 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $310,475 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year3 | $20,944 | Year3Amt |
| Total | $20,944 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $17,802 | Year3Amt |
| Total | $17,802 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $310,475 | CurrentYearAmt |
| Year1 | $259,610 | Year1Amt |
| Year2 | $130,280 | Year2Amt |
| Total | $700,365 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $310,475 | CurrentYearAmt |
| Year1 | $259,610 | Year1Amt |
| Year2 | $130,280 | Year2Amt |
| Total | $700,365 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,632,943 | CurrentYearAmt |
| Year1 | $1,698,655 | Year1Amt |
| Year2 | $1,605,549 | Year2Amt |
| Year3 | $1,775,716 | Year3Amt |
| Total | $6,712,863 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,632,943 | CurrentYearAmt |
| Year1 | $1,698,655 | Year1Amt |
| Year2 | $1,605,549 | Year2Amt |
| Year3 | $1,775,716 | Year3Amt |
| Total | $6,712,863 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Community Living Program | $1,324,726 |
| Supported Employment Prog | $3,270 |
| Transitional Living Prog | $498,163 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,826,159 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,831,501 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | COMMUNITY LIVING - THIS PROGRAM SUPPORTS AND PROVIDES TRAINING FOR INDIVIDUALS TO TRANSITION FROM GROUP LIVING TO INDEPENDENT LIVING. |
| 1B | TRANSITIONAL LIVING - THIS PROGRAM SUPPORTS AND PROVIDES TRAINING FOR INDIVIDUALS TO TRANSITION FROM FAMILY LIVING TO GROUP LIVING. |
| 1C | SUPPORTED EMPLOYMENT - THIS PROGRAM PROVIDES EMPLOYMENT SUPPORT FOR INDIVIDUALS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Rajkumar Poonam Jalan | ||||||
| 1 | 19805 Versailles Way | Saratoga | CA | 95070 | $16,000 | Yes (X) |
| Napa Valley Can Do | ||||||
| 2 | PO Box 855 | Napa | CA | 94559 | $19,410 | Yes (X) |
| Silicon Valley Community Foundation | ||||||
| 3 | 2440 W El Camino Real Ste 300 | Mountain View | CA | 94040 | $10,000 | Yes (X) |
| Dinana Dollar Knowles Foundation | ||||||
| 4 | 41 Meadow Hill Drive | Tiburon | CA | 94920 | $10,000 | Yes (X) |
| Colette Daniels | ||||||
| 5 | 220 Newport Center | Newport Beach | CA | 92660 | $20,000 | Yes (X) |
| First National Bank | ||||||
| 6 | 1455 Oliver Road | Fairfield | CA | 94534 | $5,000 | Yes (X) |
| Rombauer Vineyards | ||||||
| 7 | 3522 Silverado Trail North | St Helena | CA | 94574 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $154,167 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $154,167 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| Building | 2002-07-01 | $565,361 | $357,367 | SL | 30.0000 | $15,527 | $15,527 | |
| House Improvements | 2020-06-30 | $51,511 | $10,302 | SL | 10.0000 | $5,151 | $5,151 | |
| 2011 Honda CRV | 2017-08-24 | $14,500 | $14,017 | SL | $483 | $483 | 0.1000 | |
| 2016 Honda Odyssey | 2019-03-29 | $24,679 | $16,042 | SL | $4,936 | $4,936 | 0.2000 | |
| Dell computer | 2018-10-10 | $826 | $619 | SL | $165 | $165 | 0.2000 | |
| Dell Laptop | 2019-05-14 | $837 | $530 | SL | $167 | $167 | 0.2000 | |
| Phone System | 2017-09-27 | $2,849 | $1,567 | SL | 10.0000 | $285 | $285 | |
| Furniture - Elm House | 2017-12-01 | $1,061 | $791 | SL | 7.0000 | $152 | $152 | |
| Furntiure - TL | 2018-09-28 | $1,530 | $1,148 | SL | $306 | $306 | 0.2000 | |
| Carpeting | 2013-04-01 | $3,238 | $2,349 | SL | 10.0000 | $243 | $243 | |
| Carpeting | 2021-11-15 | $6,990 | $5,243 | SL | 10.0000 | $699 | $699 | |
| LH Improvement | 2014-07-01 | $1,187 | $951 | SL | 10.0000 | $119 | $119 | |
| LH Improvement | 2014-08-01 | $834 | $658 | SL | 10.0000 | $83 | $83 | |
| LH Improvement | 2015-02-15 | $683 | $505 | SL | 10.0000 | $68 | $68 | |
| LH Improvement | 2015-04-01 | $1,382 | $1,001 | SL | 10.0000 | $138 | $138 | |
| Bathroom remodel | 2014-06-01 | $5,638 | $4,324 | SL | 10.0000 | $564 | $564 | |
| Roof | 2016-02-04 | $6,765 | $1,449 | SL | 30.0000 | $226 | $226 | |
| Modular Unit | 2015-07-01 | $7,984 | $5,587 | SL | 10.0000 | $798 | $798 | |
| Toilets - 2 | 2018-01-03 | $572 | $171 | SL | 15.0000 | $38 | $38 | |
| Carpeting | 2013-06-01 | $3,665 | $2,599 | SL | 10.0000 | $336 | $336 | |
| Bath House Shower | 2013-05-01 | $3,250 | $2,329 | SL | 10.0000 | $271 | $271 | |
| LH Improvement | 2023-03-20 | $43,116 | SL | 10.0000 | $1,078 | $1,078 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $79,411 | $75,710 | $3,701 | $79,411 |
| Furniture and Fixtures | $58,478 | $57,268 | $1,210 | $58,478 |
| Machinery and Equipment | $29,775 | $29,593 | $182 | $29,775 |
| Buildings | $616,872 | $388,347 | $228,525 | $616,872 |
| Improvements | $127,291 | $73,814 | $53,477 | $127,291 |
| Land | $224,107 | $224,107 | $224,107 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $9,114 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,114 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $139,788 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Luther Burbank Savings | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $139,789 | BalanceDueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising | $9,552 | $9,552 | |
| Bank charges | $2,794 | $2,794 | |
| Dues | $297 | $297 | |
| Employee benefits | $210,782 | $168,831 | $41,951 |
| Information Technology | $25,320 | $25,320 | |
| Insurance | $52,136 | $46,106 | $6,030 |
| Meetings | $4,114 | $4,114 | |
| Office Expenses | $9,792 | $9,792 | |
| Repairs and maintenance | $18,639 | $18,639 | |
| Staff Expense and Training | $4,747 | $4,747 | |
| Supplies | $52,112 | $52,112 | |
| Telephone | $14,018 | $14,018 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Community Living Program | $1,324,726 | $1,324,726 |
| Supported Employment Prog | $3,270 | $3,270 |
| Transitional Living Prog | $498,163 | $498,163 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Vacation | $34,840 | $61,221 |
| Payroll Liabilities | $2,938 | $15,295 |
| Accrued Retirement | $6,825 | $6,600 |
| Accrued Salaries | $37,772 | $43,954 |
| Credit cards | $9,355 | $11,520 |
| Garnishment | $406 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Outside services | CategoryTxt |
| Amt | $49,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,175 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Filing fees | $200 | $200 | |
| Payroll Taxes | $98,327 | $79,040 | $19,287 |
| Property Tax | $778 | $778 |