MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-13
- IRS object ID
- 201500449349100210
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases 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 | 2015-02-13T15:41:11-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264071964 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAW OFFICES OF NATALYA ATTESTATOVA CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 971 | AddressLine1 |
| City | BENICIA | City |
| State | CA | State |
| ZIP Code | 94510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 BUILDING B | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94559 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON FANN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7072591125 | PhoneNum |
| Signature | 2015-02-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATALYA ATTESTATOVA | PreparerPersonNm |
| PTIN | P00850873 | PTIN |
| Phone | 7073135359 | PhoneNum |
| Preparation | 2015-02-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,620,439 | 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 | $24,737 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $650 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $650 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $650 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,216,522 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,216,522 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,241,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $650 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,217,172 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,887 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $21,976 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,911 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $716,920 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $659,564 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,354 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $143,849 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $132,341 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,508 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $17,949 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,561 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,248 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $22,307 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,939 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,129 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $8,399 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $730 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $498 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $458 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,746 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $34,746 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $29,450 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $27,094 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,356 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,870 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $7,241 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $622 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,789 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $2,566 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $223 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $271,808 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $250,061 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,542 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,284,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,184,702 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,284,704 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,184,702 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,786 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,470 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,055 | CashBOYAmt |
| Cash EOY | $21,593 | CashEOYAmt |
| Cash EOYFMV | $21,593 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $532,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $467,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $467,929 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $26,825 | AcctRcvblAmt |
| Acct Rcvbl BOY | $28,642 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $26,825 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $26,825 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $12,140 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,191 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,191 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,012,097 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $369,119 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $632,003 | LandBOYAmt |
| Land EOY | $642,978 | LandEOYAmt |
| Land EOYFMV | $1,069,000 | LandEOYFMVAmt |
| Other Assets BOY | $15,074 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,926 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,901 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,292,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,193,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,620,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,148 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,112 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $238,003 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $242,418 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $104,396 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $44,298 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $348,547 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $292,828 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $943,646 | RetainedEarningBOYAmt |
| Retained Earning EOY | $900,614 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $943,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $900,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,292,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,193,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $943,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,795 | ExcessRevenueOverExpensesAmt |
| Subtotal | $900,851 | SubtotalAmt |
| Other Decreases | $237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $900,614 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,686 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $77,321 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $78,851 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $73,484 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,786 | 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 | $7 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7 | SubtotalAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $7 | 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 |
| 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 |
| Individual With Books | DON FANN | IndividualWithBooksNm |
| Phone | 7072518603 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 CLINTON STREET | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94559 | ZIPCode |
| 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DON FANN | ||||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | EXEC DIRECTO | 40.00 | $23,887 | $0 | $0 |
| SUSAN MCMAHON | ||||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DEANNA GUMINA | ||||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CLARENCE KELLOGG | ||||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID PYLE | ||||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | VICE PRESDNT | 2.00 | $0 | $0 | $0 |
| DIANA GORDON | ||||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | TREASURER | 2.00 | $0 | $0 | $0 |
| MERILEE BENNETT | ||||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MEGAN ASKIM | ||||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| RHONDA DANIELS | |||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | EMPLOYEE | 40.00 | $90,445 | |
| TINA M NEWSOME | |||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | EMPLOYEE | 40.00 | $63,638 | SUITE 210 |
| JENNIFER ROMANEK | |||||||
| 68 COOMBS STREET BUILDING B | NAPA | CA | 94559 | EMPLOYEE | 40.00 | $58,229 | SUITE 210 |
| 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 | $99,786 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 |
| 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 | $99,786 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $99,786 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $99,786 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $99,786 | RemainingDistriFromCorpusAmt |
| Total Corpus | $99,786 | TotalCorpusAmt |
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 | $99,786 | CurrentYearAmt |
| Year1 | $89,686 | Year1Amt |
| Year2 | $77,324 | Year2Amt |
| Year3 | $78,858 | Year3Amt |
| Total | $345,654 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $99,786 | CurrentYearAmt |
| Year1 | $89,686 | Year1Amt |
| Year2 | $77,324 | Year2Amt |
| Year3 | $78,858 | Year3Amt |
| Total | $345,654 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,620,439 | CurrentYearAmt |
| Year1 | $1,292,192 | Year1Amt |
| Year2 | $1,265,402 | Year2Amt |
| Year3 | $1,340,043 | Year3Amt |
| Total | $5,518,076 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,620,439 | CurrentYearAmt |
| Year1 | $1,292,192 | Year1Amt |
| Year2 | $1,265,402 | Year2Amt |
| Year3 | $1,340,043 | Year3Amt |
| Total | $5,518,076 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (6 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| SERVICE FEES | $1,180,357 |
| ACTIVITIES/TRANSPORTATION | $800 |
| OTHER PROGRAM SERVICE REVENUE | $813 |
| RESIDENCE OUTINGS | $2,437 |
| ANNIVERSARY INCOME | $28,371 |
| FINANCE/LATE FEES INCOME | $1,044 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,700 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $650 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,216,522 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,217,172 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES JAYNE MARIE CRAWFORD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19361 MOUNTAIN WAY | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | CategoryTxt |
| Amt | $19,510 | Amt |
| Adjusted Net Income | $17,949 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,561 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (8 entries)
| DON FANN |
| SUSAN MCMAHON |
| DEANNA GUMINA |
| CLARENCE KELLOGG |
| DAVID PYLE |
| DIANA GORDON |
| MERILEE BENNETT |
| MEGAN ASKIM |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| ELM STREET PROPERTY | 2002-07-01 | $789,468 | $206,606 | S/L | 30.0000 | $18,846 | $18,846 |
| 2001 MERCURY SABLE | 2002-07-01 | $23,969 | $23,969 | S/L | 5.0000 | ||
| 1998 FORD WINDSTAR | 2002-07-01 | S/L | 5.0000 | ||||
| LEASEHOLD IMPROVEMENTS | 2002-11-02 | $9,404 | $9,404 | S/L | 10.0000 | ||
| COMPUTER STATIONS | 2003-02-03 | $5,000 | $5,000 | S/L | 3.0000 | ||
| 2003 HONDA ODYSSEY | 2003-07-01 | $22,258 | $22,258 | S/L | 5.0000 | ||
| ELECTRICAL WORK | 2003-07-01 | $2,650 | $2,650 | S/L | 10.0000 | ||
| GATEWAY COMPUTER | 2003-10-01 | $2,101 | $2,101 | S/L | 3.0000 | ||
| FURNITURE - 2004 | 2004-06-01 | $2,729 | $2,729 | S/L | 5.0000 | ||
| HALL BATHROOM/UPSTAIRS | 2004-08-01 | $6,396 | $5,704 | S/L | 10.0000 | $640 | $640 |
| 2.8 GHZ COMPUTER | 2004-08-01 | $1,247 | $1,247 | S/L | 3.0000 | ||
| FURNITURE | 2004-10-01 | $1,200 | $1,200 | S/L | 5.0000 | ||
| CHEST/SOFA/LOVESEAT | 2005-03-01 | $3,109 | $3,109 | S/L | 5.0000 | ||
| COMPUTER WORKSTATION | 2005-04-01 | $1,076 | $1,076 | S/L | 3.0000 | ||
| DRESSER (ELM) | 2005-05-01 | $246 | $246 | S/L | 5.0000 | ||
| DRESSERS | 2005-06-01 | $748 | $748 | S/L | 5.0000 | ||
| PAVILLION PRINTER | 2005-08-01 | $950 | $950 | S/L | 3.0000 | ||
| LEASEHOLD IMPROVEMENT | 2006-01-01 | $1,600 | $1,200 | S/L | 10.0000 | $160 | $160 |
| LIVING ROOM SECTIONAL | 2006-07-01 | $4,202 | $4,202 | S/L | 5.0000 | ||
| DELL COMPUTER | 2007-04-01 | $795 | $795 | S/L | 3.0000 | ||
| MATTRESS | 2007-08-01 | $666 | $666 | S/L | 5.0000 | ||
| BED/NIGHTSTAND | 2007-11-01 | $773 | $773 | S/L | 5.0000 | ||
| BED/NIGHTSTAND | 2008-01-01 | $1,266 | $1,266 | S/L | 5.0000 | ||
| 2007 HONDA ODYSSEY | 2008-02-01 | $29,058 | $25,668 | S/L | 5.0000 | $3,390 | $3,390 |
| DRYER/FREEZER | 2008-02-01 | $1,138 | $1,138 | S/L | 5.0000 | ||
| PAINTING | 2008-03-01 | $4,900 | $2,613 | S/L | 10.0000 | $490 | $490 |
| FENCES | 2008-03-01 | $1,585 | $846 | S/L | 10.0000 | $159 | $159 |
| CARPET | 2008-05-01 | $6,304 | $3,257 | S/L | 10.0000 | $630 | $630 |
| BACKHOUSE FLOOR & CEILING FANS | 2008-05-01 | $2,281 | $1,178 | S/L | 10.0000 | $229 | $229 |
| BLINDS | 2008-06-08 | $1,602 | $814 | S/L | 10.0000 | $160 | $160 |
| DELL COMPUTER | 2008-10-01 | $803 | $803 | S/L | 3.0000 | ||
| BED/NIGHTSTAND | 2009-04-01 | $2,700 | $1,148 | S/L | 10.0000 | $270 | $270 |
| CARPETING | 2009-04-01 | $2,347 | $997 | S/L | 10.0000 | $235 | $235 |
| DRAINAGE | 2009-10-01 | $2,918 | $1,094 | S/L | 10.0000 | $292 | $292 |
| FURNITURE | 2009-12-01 | $1,700 | $609 | S/L | 10.0000 | $170 | $170 |
| DELL COMPUTER | 2009-12-01 | $5,956 | $5,956 | S/L | 3.0000 | ||
| FURNITURE | 2010-01-10 | $1,770 | $620 | S/L | 10.0000 | $177 | $177 |
| PLASMA TV | 2010-02-01 | $1,098 | $375 | S/L | 10.0000 | $110 | $110 |
| FURNITURE | 2010-02-10 | $550 | $188 | S/L | 10.0000 | $55 | $55 |
| FURNITURE | 2010-03-01 | $623 | $208 | S/L | 10.0000 | $62 | $62 |
| CHAIR | 2010-04-01 | $647 | $210 | S/L | 10.0000 | $65 | $65 |
| OFFICE DEPOT PRINTER | 2010-04-01 | $577 | $577 | S/L | 3.0000 | ||
| FURNITURE | 2010-06-01 | $543 | $167 | S/L | 10.0000 | $55 | $55 |
| PLASMA TV | 2010-07-01 | $6,931 | $2,079 | S/L | 10.0000 | $693 | $693 |
| 2011 HONDA CIVIC | 2011-01-31 | $18,400 | $8,893 | S/L | 5.0000 | $3,680 | $3,680 |
| FURNITURE | 2011-08-01 | $1,723 | $330 | S/L | 10.0000 | $173 | $173 |
| FURNITURE | 2012-02-01 | $4,779 | $677 | S/L | 10.0000 | $478 | $478 |
| CARPETING | 2013-04-01 | $3,238 | S/L | 10.0000 | $324 | $324 | |
| BATH HOUSE SHOWER | 2013-05-01 | $3,250 | S/L | 10.0000 | $325 | $325 | |
| CARPETING | 2013-06-01 | $3,665 | S/L | 10.0000 | $367 | $367 | |
| DELL COMPUTERS | 2013-08-01 | $3,411 | S/L | 3.0000 | $1,042 | $1,042 | |
| MOBILE MODULAR | 2013-10-01 | $9,620 | S/L | 10.0000 | $722 | $722 | |
| COOMBS OFFICE FURNITURE | 2014-05-01 | $3,734 | S/L | 10.0000 | $62 | $62 | |
| 2014 HONDA CIVIC | 2014-05-15 | $19,000 | S/L | 5.0000 | $633 | $633 | |
| BATHROOM REMODEL | 2014-06-01 | $5,638 | S/L | 15.0000 | $31 | $31 | |
| COOMBS STOVE/FRIDGE | 2014-06-01 | $1,724 | S/L | 7.0000 | $21 | $21 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp (3 entries)
| EmployeeEmployeeNm |
|---|
| RHONDA DANIELS |
| TINA M NEWSOME |
| JENNIFER ROMANEK |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| AUTO/TRANSPORTATION EQUIPMENT | $88,716 | $64,523 | $24,193 | $50,000 |
| FURNITURE & FIXTURES | $38,729 | $24,180 | $14,549 | $20,000 |
| MACHINERY & EQUIPMENT | $41,289 | $23,547 | $17,742 | $9,000 |
| BUILDINGS | $565,361 | $225,452 | $339,909 | $700,000 |
| IMPROVEMENTS | $53,895 | $31,417 | $22,478 | $40,000 |
| LAND | $224,107 | $224,107 | $250,000 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp (3 entries)
| Balance DueBalanceDueAmt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt |
|---|---|---|
| ELM STREET PROPERTY | ||
| $221,848 | 0.0460 | ELM STREET PROPERTY |
| 2011 HONDA CIVIC | ||
| $5,460 | ||
| 2014 HONDA | ||
| $15,110 | ||
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $15,074 | $14,099 | $15,074 |
| DUE FOR DEPENDENT COVERAGE | $827 | $827 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPRECIATION BOOK/TAX ADJUSTMENT | Description |
| Amount | $237 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (26 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $594 | $546 | $47 |
| ANNIVERSARY EXPENSES | $8,320 | $7,654 | $666 |
| AUTO EXPENSES | $16,647 | $15,315 | $1,132 |
| BANK SERVICE CHARGES | $963 | $886 | $77 |
| DUES AND MEMBERSHIPS | $3,615 | $3,326 | $289 |
| EDUCATIONAL MATERIALS | $1,756 | $1,616 | $141 |
| EQUIPMENT EXPENSE | $8,275 | $7,613 | $662 |
| FILING FEES | $154 | $142 | $12 |
| FOOD FOR RESIDENTS | $41,268 | $37,967 | $3,301 |
| GIFTS | $175 | $161 | $14 |
| GYM FOR RESIDENTS | $423 | $389 | $34 |
| INSURANCE | $15,550 | $14,306 | $1,244 |
| OFFICE SUPPLIES | $6,267 | $5,766 | $501 |
| OUTSIDE SERVICES | $18,564 | $17,078 | $1,485 |
| POSTAGE | $210 | $193 | $17 |
| REPAIR & MAINTENANCE | $9,856 | $9,067 | $788 |
| RESIDENTS RENTAL | $85,927 | $79,053 | $6,874 |
| STAFF EXPENSE | $7,396 | $6,804 | $591 |
| TELEPHONE & INTERNET EXPENSE | $18,917 | $17,403 | $1,513 |
| TRAINING | $383 | $352 | $31 |
| VET AND MISCELLANEOUS EXPENSE | $3,158 | $2,905 | $253 |
| WEB DESIGN | $1,016 | $935 | $81 |
| RESIDENTS MEDICATION EXPENSE | $2,100 | $1,932 | $168 |
| WORKERS COMPENSATION INSURANC | $17,993 | $16,554 | $1,439 |
| LIFE/DISABILITY INSURANCE | $2,281 | $2,098 | $182 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SERVICE FEES | $1,180,357 | $1,180,357 |
| ACTIVITIES/TRANSPORTATION | $800 | $800 |
| OTHER PROGRAM SERVICE REVENUE | $813 | $813 |
| RESIDENCE OUTINGS | $2,437 | $2,437 |
| ANNIVERSARY INCOME | $28,371 | $28,371 |
| FINANCE/LATE FEES INCOME | $1,044 | $1,044 |
| APPLICATION FEES | $2,700 | $2,700 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED SEVERANCE PAY | $33,641 | |
| ACCRUED VACATION PAYABLE | $11,125 | $25,429 |
| CLIENT DEPOSITS | $50,050 | |
| CREDIT CARDS | $11,452 | |
| DEFERRED 15TH ANNIVERSARY | $4,500 | |
| DEFERRED SERVICE FEES | ||
| GYM FOR RESIDENTS | -$1,259 | |
| PAYROLL LIABILITIES | $6,339 | $7,417 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTS | $13,542 | $12,458 | $1,083 |
| LEGAL FEES | $10,706 | $9,849 | $856 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $498 | Amt |
| Adjusted Net Income | $458 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40 | DisbursementsCharitablePrpsAmt |