MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-12-14
- IRS object ID
- 201813489349100701
- Schema version
- 2017v2.2
- Note
- A later return for the same period supersedes this one.
- 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
- 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 | 2018-12-14T09:33:56-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472393471 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INNOVATIVE SOLUTIONS CPAS AND ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 RESPONSE RD STE 110 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 St Bldg B | AddressLine1Txt |
| City | Napa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rhonda Daniels | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2018-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carolyn Neitzke CPA | PreparerPersonNm |
| PTIN | P00515635 | PTIN |
| Phone | 9166468180 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,293,801 | 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 | $74,551 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $794 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $794 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $794 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,000 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,247,849 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,247,849 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,324,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,794 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,248,643 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,585 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $86,347 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,238 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $734,233 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $624,098 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $110,135 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $117,912 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $100,225 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,687 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,827 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $21,103 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,724 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,790 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $14,271 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,519 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,009 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $7,658 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,351 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,282 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $64,840 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $11,442 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $37,985 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $37,985 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $44,378 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $37,721 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,657 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $675 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $574 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $101 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $508 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $432 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $76 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $201,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $171,295 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,227 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,365,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,166,549 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $199,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,365,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,166,549 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $82,094 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,739 | CashBOYAmt |
| Cash EOY | $49,046 | CashEOYAmt |
| Cash EOYFMV | $49,046 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $122,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,174 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $46,891 | AcctRcvblAmt |
| Acct Rcvbl BOY | $39,446 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $46,891 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $46,891 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $18,460 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,099 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,099 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,042,493 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $476,378 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $585,118 | LandBOYAmt |
| Land EOY | $566,115 | LandEOYAmt |
| Land EOYFMV | $1,042,492 | LandEOYFMVAmt |
| Other Assets BOY | $14,100 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,099 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,099 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $863,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $817,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,293,801 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,136 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,050 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $9,374 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $201,604 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $189,895 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $80,725 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $77,690 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $286,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $282,009 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $576,927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $535,415 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $576,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $535,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $863,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $817,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $576,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,512 | ExcessRevenueOverExpensesAmt |
| Subtotal | $535,415 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $535,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2003 Honda odyssey | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2003-07-01 | AcquiredDt |
| Sold | 2017-09-01 | SoldDt |
| Gross Sales Price | $1,000 | GrossSalesPriceAmt |
| Depreciation | $22,258 | DepreciationAmt |
| Cost Or Other Basis | $22,258 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,000 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,000 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,000 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $189,559 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $194,543 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $122,611 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $99,779 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $89,689 | AdjustedQlfyDistriYr5Amt |
| Net Investment Income Pct | $18 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,157 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18 | SubtotalAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $18 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Rhonda Daniels | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7072518603 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 Coombs Street Building 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David Pyle | ||||||
| 1090 Homestead Avenue | Walnut Creek | CA | 94596 | Director | 1.00 | $0 |
| Diana Gordon | ||||||
| 780 Lincoln Avenue | Napa | CA | 94558 | Secretary | 1.00 | $0 |
| Alan Schoenfeld | ||||||
| 830 Colusa Avenue | Berkeley | CA | 94707 | President | 1.00 | $0 |
| Pete DuBois | ||||||
| 198 Franklin Street | Napa | CA | 94559 | Director | 1.00 | $0 |
| Erica Conway | ||||||
| 1236 Darling Street | Napa | CA | 94558 | Director | 1.00 | $0 |
| Daphne O'Reagan | ||||||
| 810 Roxburgh Avenue | Eas Lansing | MI | 48823 | Director | 1.00 | $0 |
| Merilee Bennett | ||||||
| 952 School Street 419 | Napa | CA | 94559 | Director | 1.00 | $0 |
| Abigail Shaw | ||||||
| 1000 N Point Street 1401 | San Francisco | CA | 94109 | Director | 1.00 | $0 |
| Ned Goldstein | ||||||
| 1450 Diamond Mountain Road | Calistoga | CA | 94515 | Vice President | 1.00 | $0 |
| Gui Goudreau | ||||||
| 23 Iwanuma Drive | Napa | CA | 94558 | Treasurer | 1.00 | $0 |
| Rhonda Daniels | ||||||
| 68 Coombs Street Building B | Napa | CA | 94559 | Executive Dir. | 1.00 | $101,585 |
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 |
|---|---|---|---|---|---|---|
| Gloria Laflamme | ||||||
| 714 Hewitt Street | Santa Roda | CA | 95401 | Employee | 40.00 | $48,526 |
| Ryan Wall | ||||||
| 530 Mariano Drive | Sonoma | CA | 95476 | Employee | 40.00 | $49,765 |
| Barbara Montaldo | ||||||
| 3800 Yosemite Street | Napa | CA | 94558 | Employee | 40.00 | $57,018 |
| Tina Newsome | ||||||
| 1517 E Street | Napa | CA | 94559 | Employee | 40.00 | $68,500 |
| Jennifer Romanek | ||||||
| 30 Melvin Road | American Canyon | CA | 94503 | Employee | 40.00 | $61,245 |
| 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 | Moving Forward Towards Independence is committed to guiding each individual to achieve his or her highest potential. By providing a safe environment that maintains a balance of challenges and support, Moving Forward fosters growth in social, vocational and independent living skills. Working in partnership with residents and their families, Moving Forward offers a caring and responsive community where adults with learning differences can enjoy productive, fulfilling and healthy lives. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,157 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,139 | AdjustedQualifyingDistriAmt |
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 | $199,157 | CurrentYearAmt |
| Year1 | $189,560 | Year1Amt |
| Year2 | $195,543 | Year2Amt |
| Year3 | $122,612 | Year3Amt |
| Total | $706,872 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $199,157 | CurrentYearAmt |
| Year1 | $189,560 | Year1Amt |
| Year2 | $195,543 | Year2Amt |
| Year3 | $122,612 | Year3Amt |
| Total | $706,872 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,042,493 | CurrentYearAmt |
| Year1 | $1,045,769 | Year1Amt |
| Year2 | $1,031,743 | Year2Amt |
| Year3 | $1,022,450 | Year3Amt |
| Total | $4,142,455 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,014,381 | CurrentYearAmt |
| Year1 | $1,017,657 | Year1Amt |
| Year2 | $1,011,701 | Year2Amt |
| Year3 | $999,437 | Year3Amt |
| Total | $4,043,176 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 Coombs St Bldg B | AddressLine1Txt |
| City | Napa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94559 | ZIPCd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $794 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (8 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Activities/Transportation | $2,100 |
| Application fees | $5,500 |
| Franklin Dinner Income | $6,375 |
| Gym Fees Reimbursed | $4,560 |
| Other Income | $1,246 |
| Service Fee Assistance | $354,020 |
| Service Fees | $849,737 |
| Supp. Employ. Assistance | $24,311 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $794 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $1,248,849 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,249,643 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | Fees paid by individuals to receive training in independent living skills that will enable them to transition to their own homes in the community. | RelationshipStatementTxt |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Jeff Linda Augustin | |||||||
| 1 | 1313 N Franklin Place 706 | Milwaukee | WI | 53202 | $5,000 | Yes (X) | |
| David Green Abigail Shaw | |||||||
| 2 | 1000 N Point Street 1401 | San Francisco | CA | 94109 | $5,000 | Yes (X) | |
| David Denise Weinstein | |||||||
| 3 | 403 Coloma Street | Sausalito | CA | 94965 | $10,200 | Yes (X) | |
| Napa Valley Community Foundation | |||||||
| 4 | 3299 Claremont Way Suite 2 | Napa | CA | 94558 | $5,000 | Yes (X) | |
| Bruce Merilee Bennett | |||||||
| 5 | 952 School Street PMB 419 | Napa | CA | 94559 | $14,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | 2011 Honda | NoncashPropertyDesc |
| Fair Market Value | $14,500 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $24,827 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,103 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,724 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| Elm Street Property - bld | 2002-07-01 | $565,361 | $281,987 | SL | 30.0000 | $18,845 | $18,845 |
| Plasma tv | 2010-07-01 | $6,931 | $4,852 | SL | 10.0000 | $693 | $693 |
| Furniture | 2012-02-01 | $4,779 | $2,999 | SL | 7.0000 | $683 | $683 |
| Backhouse door & ceiling | 2008-05-01 | $2,281 | $2,091 | SL | 10.0000 | $190 | $190 |
| Furniture | 2010-01-10 | $1,770 | $1,328 | SL | 10.0000 | $177 | $177 |
| Furniture | 2011-08-01 | $1,723 | $1,019 | SL | 10.0000 | $172 | $172 |
| Furniture | 2009-12-01 | $1,700 | $1,289 | SL | 10.0000 | $170 | $170 |
| Blinds | 2008-06-05 | $1,602 | $1,454 | SL | 10.0000 | $148 | $148 |
| Fences | 2008-03-01 | $1,585 | $1,481 | SL | 10.0000 | $104 | $104 |
| Plasma tv | 2010-02-01 | $1,098 | $815 | SL | 10.0000 | $110 | $110 |
| Carpeting | 2013-04-01 | $3,238 | $729 | SL | 10.0000 | $324 | $324 |
| Chair | 2010-04-01 | $647 | $470 | SL | 10.0000 | $65 | $65 |
| Furniture | 2010-03-01 | $623 | $456 | SL | 10.0000 | $62 | $62 |
| Furniture | 2010-02-10 | $550 | $408 | SL | 10.0000 | $55 | $55 |
| Furniture | 2010-06-01 | $543 | $384 | SL | 10.0000 | $54 | $54 |
| Bath house shower | 2013-05-01 | $3,250 | $704 | SL | 10.0000 | $325 | $325 |
| Carpeting | 2013-06-01 | $3,665 | $765 | SL | 10.0000 | $367 | $367 |
| Carpeting | 2015-01-01 | $6,990 | $1,748 | SL | 10.0000 | $699 | |
| Leasehold improvement | 2014-07-01 | $1,187 | $357 | SL | 10.0000 | $119 | |
| Leasehold improvement | 2014-08-01 | $834 | $242 | SL | 10.0000 | $83 | |
| Leasehold improvement | 2015-02-15 | $683 | $164 | SL | 10.0000 | $68 | |
| Leasehold improvement | 2015-04-01 | $1,382 | $311 | SL | 10.0000 | $138 | |
| Coombs office furniture | 2014-05-01 | $3,734 | $1,182 | SL | 10.0000 | $373 | |
| Coombs stove/fridge | 2014-06-01 | $1,724 | $759 | SL | 7.0000 | $246 | |
| Wayne Palmer - couches | 2014-11-01 | $3,203 | $1,709 | SL | 5.0000 | $641 | |
| Wayne palmer - couches | 2015-03-01 | $4,136 | $1,930 | SL | 5.0000 | $827 | |
| Bathroom remodel | 2014-06-01 | $5,638 | $1,504 | SL | 10.0000 | $564 | |
| Water heater | 2015-09-11 | $1,100 | $202 | SL | 10.0000 | $110 | |
| Dell laptop | 2016-06-10 | $1,537 | $555 | SL | 3.0000 | $512 | |
| Roof | 2016-02-04 | $6,765 | $320 | SL | 30.0000 | $226 | |
| Modular (adj cost) | 2015-07-01 | $7,984 | $1,596 | SL | 10.0000 | $798 | |
| 2014 Honda | 2015-07-01 | $21,832 | $8,732 | SL | 5.0000 | $4,366 | |
| Dell server & backup | 2016-07-12 | $12,058 | $2,412 | SL | 5.0000 | $2,412 | |
| Dell laptop | 2017-01-10 | $984 | $98 | SL | 5.0000 | $197 | |
| Dell laptop | 2017-01-10 | $984 | $98 | SL | 5.0000 | $197 | |
| 2011 Honda CRV donation | 2017-08-24 | $14,500 | SL | 5.0000 | $2,417 | ||
| Phone system | 2017-09-27 | $2,849 | SL | 7.0000 | $305 | ||
| Furniture for Elm house | 2017-12-01 | $1,061 | SL | 5.0000 | $124 | ||
| 2 toilets | 2018-01-03 | $572 | SL | 15.0000 | $19 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $83,790 | $59,966 | $23,824 | $83,790 |
| Furniture and Fixtures | $28,112 | $19,030 | $9,082 | $28,112 |
| Machinery and Equipment | $1 | |||
| Buildings | $565,361 | $302,628 | $262,733 | $565,361 |
| Improvements | $84,175 | $52,002 | $32,173 | $84,175 |
| Land | $224,107 | $224,107 | $224,107 | |
| Miscellaneous | $56,948 | $42,752 | $14,196 | $56,948 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $189,895 | MortgageAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | DescDesc | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $14,099 | $14,099 | ||
| Deposits | $14,099 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising | $4,338 | $3,687 | $651 |
| Auto Expenses | $7,908 | $6,722 | $1,186 |
| Bank service charges | $1,035 | $880 | $155 |
| Dues | $1,556 | $1,323 | $233 |
| Filing fees | $231 | $196 | $35 |
| Gifts | $260 | $221 | $39 |
| Groceries/Household | $24,974 | $21,228 | $3,746 |
| Gym Fees | $5,302 | $4,507 | $795 |
| Insurance | $20,450 | $17,383 | $3,067 |
| Leasing expense | $5,257 | $4,468 | $789 |
| Life/disability insurance | $3,316 | $2,819 | $497 |
| Meeting/parent/staff expense | $4,083 | $3,471 | $612 |
| Office supplies | $10,641 | $9,045 | $1,596 |
| Postage | $663 | $564 | $99 |
| Program Expenses/Materials | $3,336 | $2,836 | $500 |
| Program Outings | $10,432 | $8,867 | $1,565 |
| Recrument/Hiring | $1,151 | $978 | $173 |
| Repairs and Maintenance | $22,799 | $19,379 | $3,420 |
| Staff Training | $4,307 | $3,661 | $646 |
| Telephone & internet expense | $13,557 | $11,523 | $2,034 |
| Travel/Mileage/Parking | $6,611 | $5,619 | $992 |
| Utilities | $16,133 | $13,713 | $2,420 |
| Workers compensation insurance | $33,182 | $28,205 | $4,977 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Activities/Transportation | $2,100 | $2,100 |
| Application fees | $5,500 | $5,500 |
| Franklin Dinner Income | $6,375 | $6,375 |
| Gym Fees Reimbursed | $4,560 | $4,560 |
| Other Income | $1,246 | $1,246 |
| Service Fee Assistance | $354,020 | $354,020 |
| Service Fees | $849,737 | $849,737 |
| Supp. Employ. Assistance | $24,311 | $24,311 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Vacation Payable | $37,996 | $33,230 |
| Payroll liabilities | $2,671 | $9,474 |
| Accrued Employer Match | $7,845 | $8,382 |
| Accrued Salaries | $32,213 | $26,071 |
| Accrued Expense | $332 | |
| Prepaid Reimbursements | $200 | |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Construction/Labor | $725 | $0 | $616 | $109 |
| Contract Instructors | $7,600 | $0 | $6,460 | $1,140 |
| Housecleaning | $2,825 | $0 | $2,401 | $424 |
| Janitorial/Landscaping/Hauling | $5,640 | $0 | $4,794 | $846 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $75,612 | $64,270 | $11,342 |
| Property Taxes | $670 | $570 | $100 |