MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-11
- IRS object ID
- 201741319349101449
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T11:03:19-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-07-01 | 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 | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Denton E Connor CPA | PreparerPersonNm |
| PTIN | P00070040 | PTIN |
| Phone | 9166468180 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,178,093 | 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 | $55,411 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,243,249 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,243,249 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,298,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,243,263 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $778,707 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $778,707 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $126,694 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $126,694 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,832 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $24,832 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,410 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11,174 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $11,174 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,380 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $65,380 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $39,240 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $30,089 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $37,876 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $37,876 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,565 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,565 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,727 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,727 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $165,347 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,296,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $30,089 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,257,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,296,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $30,089 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,257,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,213,174 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,732 | CashBOYAmt |
| Cash EOY | $33,966 | CashEOYAmt |
| Cash EOYFMV | $33,966 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $184,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,068 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,068 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $42,309 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,290 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $42,309 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $42,309 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,737 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,750 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,750 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Investments EOYFMV | $951,000 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,031,743 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $425,624 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $631,033 | LandBOYAmt |
| Land EOY | $606,119 | LandEOYAmt |
| Other Assets BOY | $14,349 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,099 | OtherAssetsEOYAmt |
| Total Assets BOY | $888,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $847,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,178,093 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,820 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $226,395 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $213,455 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $67,704 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $72,550 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $298,599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $288,825 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $589,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $558,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $589,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $558,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $888,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $847,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $589,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,924 | OtherIncreasesAmt |
| Subtotal | $596,392 | SubtotalAmt |
| Other Decreases | $37,906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $558,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| 2001 Mercury Sable | P | 2002-07-01 | 2015-07-01 | $23,969 | $23,969 |
| Dell computer | P | 2009-12-01 | 2016-06-23 | $5,956 | $5,956 |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,172 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $99,779 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $89,689 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $77,321 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $78,851 | AdjustedQlfyDistriYr5Amt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,257,712 | 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 | $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 |
| 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 | 1020 Clinton Street Suite 210 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David Pyle | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Director | 2.00 | $0 |
| Diana Gordon | ||||||
| 1350 Elm Street | Napa | CA | 94559 | President | 2.00 | $0 |
| Alan Schoenfeld | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Secretary | 2.00 | $0 |
| Pete DuBois | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Director | 2.00 | $0 |
| Roberto Maragoni | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Treasurer | 2.00 | $0 |
| Daphne O'Regan | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Director | 2.00 | $0 |
| Merilee Bennett | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Vice President | 2.00 | $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 |
|---|---|---|---|---|---|---|
| Rhonda Daniels | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Executive Director | 40.00 | $83,333 |
| Donald Fann | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Past Ex Director | 40.00 | $86,820 |
| William Kairy | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Employee | 40.00 | $53,252 |
| Tina Newsome | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Employee | 40.00 | $65,442 |
| Jennifer Romanek | ||||||
| 1350 Elm Street | Napa | CA | 94559 | Employee | 40.00 | $58,517 |
| 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 | $1,257,712 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,257,712 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,257,712 | 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 | $1,257,712 | CurrentYearAmt |
| Year1 | $122,612 | Year1Amt |
| Year2 | $99,786 | Year2Amt |
| Year3 | $89,686 | Year3Amt |
| Total | $1,569,796 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $122,612 | Year1Amt |
| Total | $122,612 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,257,712 | CurrentYearAmt |
| Year2 | $99,786 | Year2Amt |
| Year3 | $89,686 | Year3Amt |
| Total | $1,447,184 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $1,620,439 | Year2Amt |
| Year3 | $1,292,192 | Year3Amt |
| Total | $2,912,631 | 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 | $14 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Activities/Transportation | $546 |
| Application fees | $5,100 |
| Franklin Dinner Income | $9,828 |
| Other income | $5,489 |
| Other program | $259,117 |
| Service Fees | $963,169 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $1,243,249 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,243,263 | 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 | 1A | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| James Jaynemarie Crawford | ||||||
| 1 | 19361 Mountain Way | Los Gatos | CA | 95030 | $5,000 | Yes (X) |
| Ken Gullan | ||||||
| 2 | 129 Midland Drive | Asheville | NC | 28804 | $5,000 | Yes (X) |
| Peter Deanna Gumina | ||||||
| 3 | 3835 Jackson Street | San Francisco | CA | 94118 | $6,100 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping | CategoryTxt |
| Amt | $24,832 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,832 | 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 | $244,297 | SL | 30.0000 | $18,845 | $18,845 |
| 2011 Honda civic | 2011-01-31 | $18,400 | $11,713 | SL | 5.0000 | $3,680 | $3,680 |
| Plasma tv | 2010-07-01 | $6,931 | $3,466 | SL | 10.0000 | $693 | $693 |
| Carpet | 2008-05-01 | $6,304 | $4,517 | SL | 5.0000 | $1,261 | $1,261 |
| Painting | 2008-03-01 | $4,900 | $3,593 | SL | 5.0000 | $980 | $980 |
| Furniture | 2012-02-01 | $4,779 | $1,633 | SL | 7.0000 | $683 | $683 |
| Drainage | 2009-10-01 | $2,918 | $1,678 | SL | 5.0000 | $584 | $584 |
| Bed nightstand | 2009-04-01 | $2,700 | $1,620 | SL | 7.0000 | $386 | $386 |
| Carpeting | 2010-04-01 | $2,347 | $1,232 | SL | 5.0000 | $469 | $469 |
| Backhouse door & ceiling | 2008-05-01 | $2,281 | $1,635 | SL | 10.0000 | $228 | $228 |
| Furniture | 2010-01-10 | $1,770 | $974 | SL | 10.0000 | $177 | $177 |
| Furniture | 2011-08-01 | $1,723 | $675 | SL | 10.0000 | $172 | $172 |
| Furniture | 2009-12-01 | $1,700 | $949 | SL | 10.0000 | $170 | $170 |
| Leasehold Improvement | 2006-01-01 | $1,600 | $1,520 | SL | 10.0000 | $80 | $80 |
| Blinds | 2008-06-05 | $1,602 | $1,134 | SL | 10.0000 | $160 | $160 |
| Fences | 2008-03-01 | $1,585 | $1,163 | SL | 10.0000 | $159 | $159 |
| Plasma tv | 2010-02-01 | $1,098 | $595 | SL | 10.0000 | $110 | $110 |
| Carpeting | 2013-04-01 | $3,238 | $81 | SL | 10.0000 | $324 | $324 |
| Chair | 2010-04-01 | $647 | $340 | SL | 10.0000 | $65 | $65 |
| Furniture | 2010-03-01 | $623 | $332 | SL | 10.0000 | $62 | $62 |
| Furniture | 2010-02-10 | $550 | $298 | SL | 10.0000 | $55 | $55 |
| Furniture | 2010-06-01 | $543 | $276 | SL | 10.0000 | $54 | $54 |
| Bath house shower | 2013-05-01 | $3,250 | $54 | SL | 10.0000 | $325 | $325 |
| Carpeting | 2013-06-01 | $3,665 | $31 | SL | 10.0000 | $367 | $367 |
| Carpeting | 2015-01-01 | $6,990 | $350 | SL | 10.0000 | $699 | |
| Leasehold improvement | 2014-07-01 | $1,187 | $119 | SL | 10.0000 | $119 | |
| Leasehold improvement | 2014-08-01 | $834 | $76 | SL | 10.0000 | $83 | |
| Leasehold improvement | 2015-02-15 | $683 | $28 | SL | 10.0000 | $68 | |
| Leasehold improvement | 2015-04-01 | $1,382 | $35 | SL | 10.0000 | $138 | |
| Coombs office furniture | 2014-05-01 | $3,734 | $436 | SL | 10.0000 | $373 | |
| Coombs stove/fridge | 2014-06-01 | $1,724 | $267 | SL | 7.0000 | $246 | |
| Wayne Palmer - couches | 2014-11-01 | $3,203 | $427 | SL | 5.0000 | $641 | |
| Wayne palmer - couches | 2015-03-01 | $4,136 | $276 | SL | 5.0000 | $827 | |
| Bathroom remodel | 2014-06-01 | $5,638 | $376 | SL | 10.0000 | $564 | |
| Water heater | 2015-09-11 | $1,100 | SL | 10.0000 | $92 | ||
| Dell laptop | 2016-06-10 | $1,537 | SL | 3.0000 | $43 | ||
| Roof | 2016-02-04 | $6,765 | SL | 30.0000 | $94 | ||
| Modular (adj cost) | 2015-07-01 | $7,984 | SL | 10.0000 | $798 | ||
| 2014 Honda | 2015-07-01 | $21,832 | SL | 5.0000 | $4,366 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Auto./Transportation Equip. | $91,548 | $71,075 | $20,473 |
| Furniture and Fixtures | $53,038 | $33,447 | $19,591 |
| Machinery and Equipment | $14,086 | $14,388 | $302 |
| Buildings | $565,361 | $263,142 | $302,219 |
| Improvements | $83,603 | $43,572 | $40,031 |
| Land | $224,107 | $224,107 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $213,455 | MortgageAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposits | Desc |
| BOY Book Value | $14,349 | BOYBookValueAmt |
| EOY Book Value | $14,099 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Book/tax Retainined earnings difference | $37,905 |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Advertising | $7,292 | $7,292 |
| Auto Expenses | $9,489 | $9,489 |
| Bank service charges | $1,125 | $1,125 |
| Computers/Software | $773 | $773 |
| Dues and memberships | $2,132 | $2,132 |
| Equipment expense | $1,597 | $1,597 |
| Exertec | $1,568 | $1,568 |
| Filing fees | $186 | $186 |
| Food | $36 | $36 |
| Gifts | $1,164 | $1,164 |
| Groceries/Household | $20,502 | $20,502 |
| Insurance | $18,837 | $18,837 |
| Leasing expense | $10,538 | $10,538 |
| Life/disability insurance | $2,815 | $2,815 |
| Meeting/parent/staff expense | $1,545 | $1,545 |
| Office supplies | $5,180 | $5,180 |
| Postage | $809 | $809 |
| Program Expenses/Materials | $7,037 | $7,037 |
| Recrument/Hiring | $302 | $302 |
| Staff Training | $1,940 | $1,940 |
| Telephone & internet expense | $15,946 | $15,946 |
| Total Repair and Maintenance | $11,034 | $11,034 |
| Total Utilities | $18,136 | $18,136 |
| Workers compensation insurance | $25,364 | $25,364 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Activities/Transportation | $546 | $546 |
| Application fees | $5,100 | $5,100 |
| Franklin Dinner Income | $9,828 | $9,828 |
| Other income | $5,489 | $5,489 |
| Other program | $259,117 | $259,117 |
| Service Fees | $963,169 | $963,169 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Depreciation book/tax adjustment | Desc |
| Amt | $4,924 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Vacation Payable | $25,429 | $33,310 |
| Credit cards | $24,556 | |
| Payroll liabilities | $10,776 | $3,210 |
| A/P UBS Company Contribution | $6,943 | $7,100 |
| Prepaid Reimbursement | $250 | |
| Accrued Salaries | $28,680 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Construction/Labor | $3,225 | $0 | $0 | $3,225 |
| Consultants | $2,175 | $0 | $0 | $2,175 |
| Contract Instructors | $18,680 | $0 | $0 | $18,680 |
| Housecleaning | $2,135 | $0 | $0 | $2,135 |
| IT Consultant | $7,426 | $0 | $0 | $7,426 |
| Janitorial/Landscaping/Hauling | $5,769 | $0 | $0 | $5,769 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Indirect Taxes/Licenses | $525 | $525 |
| Payroll Taxes | $64,855 | $64,855 |