MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-17
- IRS object ID
- 202533219349101358
- Schema version
- 2024v5.2
- 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 | 2025-11-17T06:36:04-08:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 McManmon | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-11-17 | 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 | 2024 | 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 | $2,232,077 | 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 | $302,868 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $43 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,909 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,220,666 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $2,220,666 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,534,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,952 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,220,709 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $225,878 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $222,087 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,791 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,075,141 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,057,094 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,047 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,304 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $6,198 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $106 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,824 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $10,824 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $85,202 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $85,202 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $95,802 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $95,802 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $9,617 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $9,617 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $109,352 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $107,545 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,807 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $44,746 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $44,746 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $93,288 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $93,288 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,396 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $8,396 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $2,125 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $2,125 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $482,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $477,785 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,528 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,248,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,220,709 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,248,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,220,709 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $285,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,952 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $275,949 | CashBOYAmt |
| Cash EOY | $497,766 | CashEOYAmt |
| Cash EOYFMV | $497,766 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $117,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,656 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $193,558 | AcctRcvblAmt |
| Acct Rcvbl BOY | $267,883 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $193,558 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $193,558 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $21,642 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,479 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,479 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,291,063 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $679,206 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $541,888 | LandBOYAmt |
| Land EOY | $611,857 | LandEOYAmt |
| Land EOYFMV | $1,291,063 | LandEOYFMVAmt |
| Other Assets BOY | $26,967 | OtherAssetsBOYAmt |
| Other Assets EOY | $75,555 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75,555 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,251,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,552,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,232,077 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $78,666 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,753 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $129,416 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $118,912 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $147,149 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $214,173 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $355,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $370,838 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $896,535 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,182,033 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $896,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,182,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,251,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,552,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $896,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $285,498 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,182,033 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,182,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2016 Honda Odyssey | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-03-29 | AcquiredDt |
| Sold | 2024-09-30 | SoldDt |
| Gross Sales Price | $12,142 | GrossSalesPriceAmt |
| Depreciation | $23,446 | DepreciationAmt |
| Cost Or Other Basis | $24,679 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,909 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,909 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,909 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $152 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $152 | SubtotalAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $152 | 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 (12 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 | Board Member | 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 | Board Member | 1.00 | $0 | |
| Sue Samuel | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Board Member | 1.00 | $0 | |
| Tim Ennis | |||||||
| 68 Coombs Street Bldg B | Napa | CA | 94559 | Director | 1.00 | $0 | |
| Barbara Montaldo | |||||||
| 3800 Yosemite Ave | Napa | CA | 94558 | Co-Exec Direct. | 40.00 | $102,789 | $17,791 |
| Mark Goodenough | |||||||
| 1258 Trancas Street 114 | Napa | CA | 94558 | Co-Exec Direct. | 40.00 | $112,939 | $15,750 |
| 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 McManmon | |||||||
| 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 |
|---|---|---|---|---|---|---|---|
| Michael Runas | |||||||
| 206 Cantada Way | American Canyon | CA | 94503 | Case Mgr | 31.00 | $61,616 | $2,878 |
| Faith Wills | |||||||
| 464 Evelyn Cir | Vallejo | CA | 94589 | Support Staff | 43.00 | $60,488 | $15,707 |
| Catherine Cirby | |||||||
| 805 Lincoln Ave | Napa | CA | 94558 | Case Manager | 40.00 | $70,101 | $17,939 |
| Taira Hill | |||||||
| 361 Avian Dr | Vallejo | CA | 94591 | Case Manager | 45.00 | $68,535 | $8,149 |
| Donna Polk | |||||||
| 290 Clarescastle Way | Vacaville | CA | 95688 | Staff Support | 56.00 | $65,210 | $15,710 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Napa Valley Consulting | 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 | $50,485 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
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 | $1,202,584 | Expenses1Amt |
| Description2 | Transitional Living Program (TL) - this program supports and provides training for individuals to transition from family living to group living. | Description2Txt |
| Expenses2 | $1,037,425 | Expenses2Amt |
| Description3 | Supported Employment (SE) - this program provides support for individuals. | Description3Txt |
| Expenses3 | $17,411 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $558,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $558,618 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $558,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $550,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,512 | 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 | $28,279 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,279 | 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 | $28,279 | CurrentYearAmt |
| Year1 | $148,004 | Year1Amt |
| Year2 | $310,475 | Year2Amt |
| Year3 | $259,610 | Year3Amt |
| Total | $746,368 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,279 | CurrentYearAmt |
| Year1 | $148,004 | Year1Amt |
| Year2 | $310,475 | Year2Amt |
| Year3 | $259,610 | Year3Amt |
| Total | $746,368 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,232,077 | CurrentYearAmt |
| Year1 | $1,839,389 | Year1Amt |
| Year2 | $1,632,943 | Year2Amt |
| Year3 | $1,698,655 | Year3Amt |
| Total | $7,403,064 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,232,077 | CurrentYearAmt |
| Year1 | $1,839,389 | Year1Amt |
| Year2 | $1,632,943 | Year2Amt |
| Year3 | $1,698,655 | Year3Amt |
| Total | $7,403,064 | 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 | $1,724,156 |
| Transitional Living Prog | $496,510 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,909 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,220,666 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,231,618 | 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 (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Rajkumar Poonam Jalan | ||||||
| 1 | 19805 Versailles Way | Saratoga | CA | 95070 | $75,000 | Yes (X) |
| David Bridges | ||||||
| 2 | 344 Main Street | Napa | CA | 94559 | $5,000 | Yes (X) |
| Silicon Valley Community Foundation | ||||||
| 3 | 2440 W El Camino Real Ste 300 | Mountain View | CA | 94040 | $15,000 | Yes (X) |
| Dinana Dollar Knowles Foundation | ||||||
| 4 | 41 Meadow Hill Drive | Tiburon | CA | 94920 | $10,000 | Yes (X) |
| Fidelity Charity Paley | ||||||
| 5 | PO Box 770001 | Cincinnati | OH | 45277 | $15,000 | Yes (X) |
| San Francisco Foundation | ||||||
| 6 | 1 Embarcadero Center 1400 | San Francisco | CA | 94111 | $20,000 | Yes (X) |
| Schwab Charitable Jeff Augustin | ||||||
| 7 | 211 Main Street | San Francisco | CA | 94105 | $9,800 | Yes (X) |
| JB Robbins Foundation | ||||||
| 8 | 503 Princeton Road | San Mateo | CA | 94402 | $5,000 | Yes (X) |
| Musante Family Trust MS Gift Fund | ||||||
| 9 | 2000 Westchester Ave Floor 2 | Purchase | NY | 10577 | $10,000 | Yes (X) |
| Vanguard Charitable Endowment Prog | ||||||
| 10 | 45 Liberty Blvd Ste 220 | Melvern | PA | 19355 | $5,072 | Yes (X) |
| James Crawford | ||||||
| 11 | 960 Madelyle Crt | Santa Rosa | CA | 95409 | $5,000 | Yes (X) |
| Vanguard Charitable Endowment Prog | ||||||
| 12 | 45 Liberty Blvd Ste 220 | Melvern | PA | 19355 | $23,007 | Yes (X) |
| Fidelity Grant Funds - Hollander | ||||||
| 13 | 12273 San Vincente Blvd | Los Angeles | CA | 90049 | $5,000 | Yes (X) |
| Charles Schwab - Peter Gumina | ||||||
| 14 | 211 Main St | San Francisco | CA | 94105 | $5,000 | Yes (X) |
| Charles Schwab - Deanna Gumina | ||||||
| 15 | 211 Main St | San Francisco | CA | 94105 | $5,000 | Yes (X) |
| Pingitore Charity Fund | ||||||
| 16 | PO Box 15203 | Albany | NY | 12212 | $5,000 | Yes (X) |
| Silicon Valley Community Foundation | ||||||
| 17 | 444 Castro Street Suite 140 | Mountain View | CA | 94041 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $85,202 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,202 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (17 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 | $391,739 | SL | 30.0000 | $18,845 | $18,845 | |
| House Improvements | 2020-06-30 | $51,511 | $20,604 | SL | 10.0000 | $5,151 | $5,151 | |
| Phone System | 2017-09-27 | $2,849 | $2,137 | SL | 10.0000 | $285 | $285 | |
| Carpeting | 2021-11-15 | $6,990 | $6,641 | SL | 10.0000 | $349 | $349 | |
| LH Improvement | 2014-08-01 | $834 | $824 | SL | 10.0000 | $10 | $10 | |
| LH Improvement | 2015-02-15 | $683 | $641 | SL | 10.0000 | $42 | $42 | |
| LH Improvement | 2015-04-01 | $1,382 | $1,277 | SL | 10.0000 | $105 | $105 | |
| Roof | 2016-02-04 | $6,765 | $1,901 | SL | 30.0000 | $226 | $226 | |
| Modular Unit | 2015-07-01 | $7,984 | $7,183 | SL | 10.0000 | $801 | $801 | |
| Toilets - 2 | 2018-01-03 | $572 | $247 | SL | 15.0000 | $38 | $38 | |
| LH Improvement | 2023-03-20 | $43,116 | $5,390 | SL | 10.0000 | $4,312 | $4,312 | |
| Generator | 2024-04-30 | $20,545 | $342 | SL | 10.0000 | $2,055 | $2,055 | |
| Heating & Air Unit | 2024-06-30 | $44,548 | SL | 10.0000 | $4,455 | $4,455 | ||
| Roofing - Elm St | 2024-11-13 | $38,976 | SL | 10.0000 | $2,598 | $2,598 | ||
| Kitchen Remodel | 2025-04-30 | $21,497 | SL | 10.0000 | $358 | $358 | ||
| Residential Building Improvements | 2025-06-05 | $3,363 | SL | 10.0000 | $28 | $28 | ||
| 2024 Sienna Van | 2024-10-09 | $50,879 | SL | $5,088 | $5,088 | 0.1000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $105,611 | $58,587 | $47,024 | $105,611 |
| Furniture and Fixtures | $58,478 | $58,032 | $446 | $58,478 |
| Machinery and Equipment | $29,775 | $29,719 | $56 | $29,775 |
| Buildings | $616,872 | $436,339 | $180,533 | $616,872 |
| Improvements | $256,220 | $96,529 | $159,691 | $256,220 |
| 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 | $10,824 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,824 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $118,912 | 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 | $118,912 | BalanceDueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of Use Lease Operating Asset | Desc |
| BOY Book Value | $26,967 | BOYBookValueAmt |
| EOY Book Value | $75,555 | EOYBookValueAmt |
| EOYFMV | $75,555 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising | $4,803 | $4,803 | |
| Auto | $24,637 | $24,637 | |
| Bad Debt expense | $1,175 | $1,175 | |
| Bank charges | $9,707 | $9,707 | |
| Dues | $903 | $903 | |
| Employee benefits | $206,927 | $203,454 | $3,473 |
| Information Technology | $12,378 | $12,378 | |
| Insurance | $29,774 | $29,774 | |
| Legal settlement | $5,000 | $5,000 | |
| Meetings | $4,638 | $4,638 | |
| Office Expenses | $9,167 | $9,167 | |
| Repairs and maintenance | $18,103 | $18,103 | |
| Staff Expense and Training | $14,864 | $14,864 | |
| Supplies | $53,430 | $53,430 | |
| Telephone | $23,961 | $23,961 | |
| Workers Comp Insurance | $62,846 | $61,791 | $1,055 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Community Living Program | $1,724,156 | $1,724,156 |
| Transitional Living Prog | $496,510 | $496,510 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Vacation | $61,620 | $71,678 |
| Payroll Liabilities | $4,023 | $2,537 |
| Accrued Retirement | $3,181 | $3,180 |
| Accrued Salaries | $38,515 | $48,578 |
| Credit cards | $15,853 | $12,512 |
| Garnishment | -$150 | |
| ROU Operating Lease Liab | $24,107 | $27,328 |
| Operating Lease Liability | $48,360 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Outside services | CategoryTxt |
| Amt | $95,802 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $95,802 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $349 | $349 | |
| Filing fees | $225 | $225 | |
| Payroll Taxes | $107,710 | $105,903 | $1,807 |
| Property Tax | $1,068 | $1,068 |