MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349105556
- Schema version
- 2023v6.0
- 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 Assets Schedule
- 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 | 2025-05-15T16:29:56-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,883,937 | 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 | $243,957 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,086 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,086 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25,086 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,095,537 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,970,425 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,364,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,086 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,995,511 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $110,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $100,081 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,619 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,091,839 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $987,100 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $104,739 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $446 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $404 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $43 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,253 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $4,253 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $192,329 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $192,329 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $26,877 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $26,877 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $8,780 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $8,780 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $96,385 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $87,262 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,122 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,407 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $34,407 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $86,824 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $86,824 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $35,058 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $35,058 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $1,501 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $1,501 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $454,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $430,635 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,481 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,143,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,995,511 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $148,004 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,143,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,995,511 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $221,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,916 | CashBOYAmt |
| Cash EOY | $275,949 | CashEOYAmt |
| Cash EOYFMV | $275,948 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $208,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,437 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $267,883 | AcctRcvblAmt |
| Acct Rcvbl BOY | $137,111 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $267,883 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $267,883 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $55,008 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,642 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,642 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,201,027 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $659,139 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $511,202 | LandBOYAmt |
| Land EOY | $541,888 | LandEOYAmt |
| Land EOYFMV | $1,201,027 | LandEOYFMVAmt |
| Other Assets EOY | $26,967 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,008,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,251,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,883,937 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $33,082 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $78,666 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $20,875 | DeferredRevenueBOYAmt |
| Mortgages And Notes Payable BOY | $139,788 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $129,416 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $138,996 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $147,149 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $332,741 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $355,231 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $675,470 | RetainedEarningBOYAmt |
| Retained Earning EOY | $896,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $675,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $896,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,008,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,251,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $675,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $221,065 | ExcessRevenueOverExpensesAmt |
| Subtotal | $896,535 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $896,535 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $349 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $349 | SubtotalAmt |
| Tax Based On Investment Income | $349 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $349 | 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 | Michelle Jones | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7072591125 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 Coombs Street Bldg B | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Lisa Hooks | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Secretary | 1.00 | $0 | |
| Bryan Daniels | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.00 | $0 | |
| Marita Musante | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | President | 10.00 | $0 | |
| Daphne O'Regan | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.00 | $0 | |
| Cecily Akwari | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Executive Dir. | 40.00 | $110,700 | $6,792 |
| Tim Ennis | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.00 | $0 | |
| Serena Williams | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.00 | $0 | |
| Jamie Thompson | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.00 | $0 | |
| Willa McManmom | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Treasurer | 1.00 | $0 | |
| David Pyle | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.00 | $0 | |
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 | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Ronni Carter | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Support Staff | 40.00 | $51,946 | $20,120 |
| Barbara Montaldo | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Case Mgr/Asst Dir | 40.00 | $73,663 | $17,112 |
| Makeylia McCorley | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Program Director | 40.00 | $59,375 | $6,316 |
| Mark Goodenough | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Office Manager | 40.00 | $63,825 | $1,528 |
| Donna Polk | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Staff Support | 40.00 | $54,307 | $15,246 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McDonald & Associates | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 First St Suite 368 | AddressLine1Txt |
| City | Napa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Accounting Services | ServiceTypeTxt |
| Compensation | $146,747 | CompensationAmt |
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 | $1,034,412 | Expenses1Amt |
| Description2 | Transitional Living Program (TL) - this program supports and provides training for individuals to transition from family living to group living. | Description2Txt |
| Expenses2 | $1,096,677 | Expenses2Amt |
| Description3 | Supported Employment (SE) - this program provides support for individuals. | Description3Txt |
| Expenses3 | $12,431 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $342,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $342,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $342,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $337,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,879 | 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 | $148,004 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $148,004 | 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 |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $148,004 | CurrentYearAmt |
| Year1 | $310,475 | Year1Amt |
| Year2 | $259,610 | Year2Amt |
| Year3 | $130,280 | Year3Amt |
| Total | $848,369 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $148,004 | CurrentYearAmt |
| Year1 | $310,475 | Year1Amt |
| Year2 | $259,610 | Year2Amt |
| Year3 | $130,280 | Year3Amt |
| Total | $848,369 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,839,389 | CurrentYearAmt |
| Year1 | $1,632,943 | Year1Amt |
| Year2 | $1,698,655 | Year2Amt |
| Year3 | $1,605,549 | Year3Amt |
| Total | $6,776,536 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,839,389 | CurrentYearAmt |
| Year1 | $1,632,943 | Year1Amt |
| Year2 | $1,698,655 | Year2Amt |
| Year3 | $1,605,549 | Year3Amt |
| Total | $6,776,536 | 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 (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Community Living Program | $1,397,747 |
| Transitional Living Prog | $572,678 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,086 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $75,369 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,045,794 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,070,880 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 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. |
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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Robert English Anna Zara | ||||||
| 1 | 4 E Creek Place | Menlo Park | CA | 94025 | $5,000 | Yes (X) |
| Rajkumar Poonam Jalan | ||||||
| 2 | 19805 Versailles Way | Saratoga | CA | 95070 | $22,000 | Yes (X) |
| The Artichoke Fund MS Gift Fund | ||||||
| 3 | 2000 Westchester Ave | Purchase | NY | 10577 | $5,000 | Yes (X) |
| Dinana Dollar Knowles Foundation | ||||||
| 4 | 41 Meadow Hill Drive | Tiburon | CA | 94920 | $20,000 | Yes (X) |
| Mr and Mrs Kadifa | ||||||
| 5 | 610 Coleridge Ave | Palo Alto | CA | 94301 | $5,000 | Yes (X) |
| Aniruddha Gadre | ||||||
| 6 | 1782 Spumante Place | Pleasonton | CA | 94556 | $5,000 | Yes (X) |
| Saucerman Family Charitable Gift | ||||||
| 7 | 13441 N 3rd Ave | Boise | ID | 83714 | $5,000 | Yes (X) |
| Pat and Linda Pingitore | ||||||
| 8 | 19 Aviara Ct | Napa | CA | 94558 | $5,000 | Yes (X) |
| Rachel Paley | ||||||
| 9 | 201 Creekside Dr | Palo Alto | CA | 94306 | $10,000 | Yes (X) |
| US Small Business Admin | ||||||
| 10 | 409 3rd Street | Washington | DC | 20416 | $89,731 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $192,329 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $192,329 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 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 | $372,894 | SL | 30.0000 | $18,845 | $18,845 | |
| House Improvements | 2020-06-30 | $51,511 | $15,453 | SL | 10.0000 | $5,151 | $5,151 | |
| 2016 Honda Odyssey | 2019-03-29 | $24,679 | $20,978 | SL | $2,468 | $2,468 | 0.1000 | |
| Dell computer | 2018-10-10 | $826 | $784 | SL | $42 | $42 | 0.1000 | |
| Dell Laptop | 2019-05-14 | $837 | $697 | SL | $84 | $84 | 0.1000 | |
| Phone System | 2017-09-27 | $2,849 | $1,852 | SL | 10.0000 | $285 | $285 | |
| Furniture - Elm House | 2017-12-01 | $1,061 | $943 | SL | 7.0000 | $118 | $118 | |
| Furntiure - TL | 2018-09-28 | $1,530 | $1,454 | SL | $76 | $76 | 0.1000 | |
| Carpeting | 2021-11-15 | $6,990 | $5,942 | SL | 10.0000 | $699 | $699 | |
| LH Improvement | 2014-07-01 | $1,187 | $1,070 | SL | 10.0000 | $117 | $117 | |
| LH Improvement | 2014-08-01 | $834 | $741 | SL | 10.0000 | $83 | $83 | |
| LH Improvement | 2015-02-15 | $683 | $573 | SL | 10.0000 | $68 | $68 | |
| LH Improvement | 2015-04-01 | $1,382 | $1,139 | SL | 10.0000 | $138 | $138 | |
| Bathroom remodel | 2014-06-01 | $5,638 | $4,888 | SL | 10.0000 | $517 | $517 | |
| Roof | 2016-02-04 | $6,765 | $1,675 | SL | 30.0000 | $226 | $226 | |
| Modular Unit | 2015-07-01 | $7,984 | $6,385 | SL | 10.0000 | $798 | $798 | |
| Toilets - 2 | 2018-01-03 | $572 | $209 | SL | 15.0000 | $38 | $38 | |
| LH Improvement | 2023-03-20 | $43,116 | $1,078 | SL | 10.0000 | $4,312 | $4,312 | |
| Generator | 2024-04-30 | $20,545 | SL | 10.0000 | $342 |
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 | $78,178 | $1,233 | $79,411 |
| Furniture and Fixtures | $58,478 | $57,747 | $731 | $58,478 |
| Machinery and Equipment | $94,868 | $30,061 | $64,807 | $94,868 |
| Buildings | $616,872 | $412,343 | $204,529 | $616,872 |
| Improvements | $127,291 | $80,810 | $46,481 | $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 | $4,253 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,253 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $129,416 | 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 | $129,416 | BalanceDueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of Use Lease Operating Asset | Desc |
| EOY Book Value | $26,967 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising | $1,779 | $1,779 | |
| Bad Debt expense | $9,761 | $9,761 | |
| Bank charges | $6,422 | $6,422 | |
| Dues | $282 | $282 | |
| Employee benefits | $210,394 | $190,211 | $20,183 |
| Information Technology | $16,787 | $16,787 | |
| Insurance | $23,418 | $23,418 | |
| Meetings | $8,512 | $8,512 | |
| Office Expenses | $9,698 | $9,698 | |
| Repairs and maintenance | $17,301 | $17,301 | |
| Special Event Expenses | $49,743 | $49,743 | |
| Staff Expense and Training | $2,716 | $2,716 | |
| Supplies | $46,939 | $46,939 | |
| Telephone | $15,988 | $15,988 | |
| Workers Comp Insurance | $34,376 | $31,078 | $3,298 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Community Living Program | $1,397,747 | $1,397,747 |
| Income From Special Events | $125,112 | |
| Transitional Living Prog | $572,678 | $572,678 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Vacation | $61,221 | $61,620 |
| Payroll Liabilities | $15,295 | $4,023 |
| Accrued Retirement | $6,600 | $3,181 |
| Accrued Salaries | $43,954 | $38,515 |
| Credit cards | $11,520 | $15,853 |
| Garnishment | $406 | -$150 |
| ROU Operating Lease Liab | $24,107 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Outside services | CategoryTxt |
| Amt | $26,877 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,877 | 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 | $95,097 | $85,974 | $9,122 |
| Property Tax | $1,088 | $1,088 |