MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-09
- IRS object ID
- 202240409349100904
- Schema version
- 2020v4.2
- 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 | 2022-02-09T01:56:12-00:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alta Mesa Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 Alta Mesa Circle | AddressLine1Txt |
| City | Napa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 Indendence | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Sirena Domecus | InCareOfNm |
| 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 | Yi Shepard | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2022-02-09 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Yi | PersonFirstNm |
| Person Last | Shepard | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James S Gladfelter | PreparerPersonNm |
| PTIN | P01326043 | PTIN |
| Phone | 7072539079 | PhoneNum |
| Preparation | 2022-02-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,605,549 | 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 | $116,911 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,709,555 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,709,555 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,826,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,709,555 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,370 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $88,370 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $88,370 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,079,603 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,079,603 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,079,603 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $182,425 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $182,425 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $182,425 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,985 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $12,985 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,985 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,996 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $26,996 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,996 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,232 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $14,232 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,232 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7,311 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $7,311 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $7,311 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,766 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $89,766 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $89,766 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $41,362 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $41,362 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $40,073 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $40,073 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,073 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $17,350 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,350 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $556 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $556 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $556 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $238,813 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $238,813 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $238,813 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,839,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,839,842 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,798,480 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,839,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,839,842 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,798,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,663 | CashBOYAmt |
| Cash EOY | $83,964 | CashEOYAmt |
| Cash EOYFMV | $83,964 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $411,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $376,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $376,527 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $53,758 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $4,000 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $15,555 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $49,758 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $49,758 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,910 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,132 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,132 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,092,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $555,386 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $578,795 | LandBOYAmt |
| Land EOY | $537,432 | LandEOYAmt |
| Land EOYFMV | $1,092,818 | LandEOYFMVAmt |
| Other Assets EOY | $1,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,261,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,050,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,605,549 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,037 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,115 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $371,173 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $160,917 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $89,483 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $96,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $464,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $266,532 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $797,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $783,631 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $797,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $783,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,261,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,050,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $797,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,369 | ExcessRevenueOverExpensesAmt |
| Subtotal | $783,631 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $783,631 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | false | 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 |
| Individual With Books | RHONDA DANIELS | IndividualWithBooksNm |
| Phone | 7072518603 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 COOMBS STREET SUITE 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| David Pyle | ||||||||
| 1090 Homestead Avenue | Walnut Creek | CA | 94596 | Director | 001.00 | $0 | ||
| Alan Schoenfeld | ||||||||
| 830 Colusa Avenue | Berkeley | CA | 94707 | President | 003.00 | $0 | ||
| Pete DuBois | ||||||||
| 198 Franklin Street | Napa | CA | 94559 | Director | 001.00 | $0 | ||
| Erica Conway | ||||||||
| 1236 Darling Street | Napa | CA | 94558 | Director | 001.00 | $0 | ||
| Daphne O'Reagan | ||||||||
| 810 Roxburgh Avenue | East Lansing | MI | 48823 | Secretary | 003.00 | $0 | ||
| Merilee Bennett | ||||||||
| 952 School Street Suite 419 | Napa | CA | 94559 | Director | 001.00 | $0 | ||
| Abigail Shaw | ||||||||
| 1000 N Point Street Apt 1401 | San Francisco | CA | 94109 | Director | 001.00 | $0 | ||
| Yi Shepard | ||||||||
| 300 Calle La Montana | Moraga | CA | 94556 | Treasurer | 003.00 | $0 | ||
| Sirena Domecus | ||||||||
| 68 Coombs Street Building B | Napa | CA | 94559 | Interium Executive Director | 040.00 | $88,370 | $2,616 | $645 |
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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Tina Newsome | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Supervisor | 040.00 | $77,227 | $15,528 | $717 |
| Rhonda Daniels | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Former Executive Dir | 040.00 | $109,039 | $5,085 | $645 |
| Barbara Montaldo | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Community Specialist | 040.00 | $67,056 | $12,749 | $717 |
| Jennifer Romanek | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Case Manager | 040.00 | $64,741 | $12,630 | $620 |
| Donna Polk | ||||||||
| 68 Coombs Street Bldg B | Napa | CA | 94558 | Case Manager | 040.00 | $63,053 | $10,710 | $620 |
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 | $1,110,772 | Expenses1Amt |
| Description2 | Transitional Living Program (TL) - this program supports and provides training for individuals to transition transition from family living to group living | Description2Txt |
| Expenses2 | $729,270 | Expenses2Amt |
| Description3 | Supported Employment (SE) - SE - this program provides employment support for individuals | Description3Txt |
| Expenses3 | $384 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,798,480 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,798,480 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,798,480 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $1,798,480 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $1,798,480 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,798,480 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,798,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,798,480 | ExcessFromCurrentYearAmt |
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 | $1,798,480 | CurrentYearAmt |
| Year1 | $1,564,090 | Year1Amt |
| Year2 | $1,489,009 | Year2Amt |
| Year3 | $199,157 | Year3Amt |
| Total | $5,050,736 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,798,480 | CurrentYearAmt |
| Year1 | $1,564,090 | Year1Amt |
| Year2 | $1,489,009 | Year2Amt |
| Year3 | $199,157 | Year3Amt |
| Total | $5,050,736 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,605,549 | CurrentYearAmt |
| Year1 | $1,775,716 | Year1Amt |
| Year2 | $1,405,770 | Year2Amt |
| Year3 | $1,042,493 | Year3Amt |
| Total | $5,829,528 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,605,549 | CurrentYearAmt |
| Year1 | $1,775,716 | Year1Amt |
| Year2 | $1,405,770 | Year2Amt |
| Year3 | $1,014,381 | Year3Amt |
| Total | $5,801,416 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Moving Forward Towards Independence | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 Coombs Street Bldg B | AddressLine1Txt |
| City | Napa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7072591125 | RecipientPhoneNum |
| Form And Info And Materials | See statement for Line 2a | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See statement for Line 2a | SubmissionDeadlinesTxt |
| Restrictions On Awards | See statement for Line 2a | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Community Living | $1,089,893 |
| Transitional Living | $410,769 |
| Supported Employment | $571 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PPP Loan Forgiveness | $200,000 |
| Reimbursements | $8,322 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,709,562 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,709,562 | 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 | CL - this program supports and provides training for individuals to transition from group living to independent living |
| 1B | TL - this program supports and provides training for individuals to transition from family living to group living |
| 1C | SE - 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 |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Colette Daniels | ||||||
| 1 | 220 Newport Center Drive 11-236 | Newport Beach | CA | 92660 | $15,000 | Yes (X) |
| Bryan Daniels | ||||||
| 2 | PO Box 640 | Alamo | CA | 94507 | $15,000 | Yes (X) |
| Rajkumar Poonam Jalan | ||||||
| 3 | 19805 Versailles Way | Saratoga | CA | 95070 | $10,000 | Yes (X) |
| Jeff Augustin | ||||||
| 4 | N18W24634 Still River Drive | Pewaukee | WI | 53072 | $10,000 | Yes (X) |
| David Green Abigail Shaw | ||||||
| 5 | 20 Redondo Court | Alameda | CA | 94501 | $7,000 | Yes (X) |
| Napa Valley Can Do | ||||||
| 6 | 1766 Industrial Way | Napa | CA | 94558 | $6,665 | Yes (X) |
| Robert English and Anna Zara | ||||||
| 7 | 4 E Creek Place | Menlo Park | CA | 94025 | $10,000 | Yes (X) |
| Pasquale Linda Pingitore | ||||||
| 8 | 1340 Crestmont Drive | Angwin | CA | 94508 | $5,000 | Yes (X) |
| Zalec Familian and Lilian Levinson | ||||||
| 9 | 1316 Solano Ave | Albany | CA | 94706 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $26,996 | Amt |
| Adjusted Net Income | $26,996 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,996 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Prior Year DepreciationPriorYearDepreciationAmt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|
| Land | $224,107 | SL | |||
| Buildings | $616,872 | SL | $319,677 | $23,996 | $23,996 |
| Improvements | $84,175 | SL | $61,406 | $3,998 | $3,998 |
| Vehicles | $79,411 | SL | $54,617 | $7,837 | $7,837 |
| Furniture Fixtures | $29,775 | SL | $25,596 | $3,137 | $3,137 |
| Machinery Equipment | $58,478 | SL | $52,728 | $2,394 | $2,394 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | All Fixed Assets | CategoryOrItemTxt |
| Cost Or Other Basis | $1,092,818 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $555,386 | AccumulatedDepreciationAmt |
| Book Value | $537,432 | BookValueAmt |
| EOYFMV | $1,092,818 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $12,985 | LegalFeesAmt |
| Adjusted Net Income | $12,985 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,985 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Luther Burbank Savings | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Mortgage | TitleTxt |
| Balance Due | $160,917 | BalanceDueAmt |
| Security Provided Borrower | Building | SecurityProvidedBorrowerTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposits | Desc |
| EOY Book Value | $1,350 | EOYBookValueAmt |
| EOYFMV | $1,350 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising and Marketing | $3,464 | $3,464 | $3,464 |
| Automobile | $2,479 | $2,479 | $2,479 |
| Bank Charges | $2,052 | $2,052 | $2,052 |
| Dues | $1,255 | $1,255 | $1,255 |
| Filing Fees | -$3,275 | -$3,275 | -$3,275 |
| Fitness Expense | $269 | $269 | $269 |
| Groceries and Household | $48,630 | $48,630 | $48,630 |
| Insurance | $18,169 | $18,169 | $18,169 |
| Leases | $2,394 | $2,394 | $2,394 |
| Office Supplies | $23,670 | $23,670 | $23,670 |
| Other Expense | $1,563 | $1,563 | $1,563 |
| Postage | $425 | $425 | $425 |
| Program Outings | $4,766 | $4,766 | $4,766 |
| Repairs and Maintenance | $16,676 | $16,676 | $16,676 |
| Staff Training | $54,112 | $54,112 | $54,112 |
| Communications | $14,652 | $14,652 | $14,652 |
| Utilities | $16,167 | $16,167 | $16,167 |
| Workers Compensation | $31,345 | $31,345 | $31,345 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Core Service Fees | $1,032,480 | $1,032,480 |
| Service Fee Assistance | $456,984 | $456,984 |
| Admission/Application Fees | $4,150 | $4,150 |
| Fitness and Other Reimbursements | $8,622 | $8,622 |
| Franklin Dinner Income | $6,748 | $6,748 |
| Supported Employment | $571 | $571 |
| PPP Loan Forgiveness | $200,000 | $200,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Vacation | $40,384 | $40,384 |
| Payroll Liabilities | $9,854 | $12,694 |
| Accrued Employee and Employer Retirement | $6,123 | $7,725 |
| Accrued Salaries | $33,122 | $35,697 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Contract Instructors | $150 | $150 | $150 |
| Housecleaning | $5,375 | $5,375 | $5,375 |
| Janitorial and Landscaping | $8,707 | $8,707 | $8,707 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $88,607 | $88,607 | $88,607 |
| Property Taxes | $1,159 | $1,159 | $1,159 |