MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-16
- IRS object ID
- 201513509349100606
- Schema version
- 2014v5.0
- 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 | 2015-12-16T16:00:34-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 971 | AddressLine1Txt |
| City | BENICIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 | 1020 CLINTON STREET SUITE 210 | 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 |
| Phone | 7072591125 | PhoneNum |
| Signature | 2015-12-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATALYA ATTESTATOVA | PreparerPersonNm |
| PTIN | P00850873 | PTIN |
| Phone | 7073135359 | PhoneNum |
| Preparation | 2015-12-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $1,197,009 | 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 | $68,266 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $94 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $94 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,183,966 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,183,966 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,252,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,184,060 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $918,677 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $845,183 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,493 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $212,986 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $195,948 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,038 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,888 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $19,217 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,671 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $48,161 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,187 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,138 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $9,327 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $811 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $799 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $735 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $64 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,805 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $25,498 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $129,212 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $118,875 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,337 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,033 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $8,311 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $722 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,055 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $971 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $84 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $163,350 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,205 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,560,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,435,576 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,560,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,435,576 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$308,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,593 | CashBOYAmt |
| Cash EOY | $36,732 | CashEOYAmt |
| Cash EOYFMV | $36,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $467,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,204 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,204 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,290 | AcctRcvblAmt |
| Acct Rcvbl BOY | $26,825 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,290 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,290 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $19,191 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,737 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,737 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,028,298 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $397,265 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $642,978 | LandBOYAmt |
| Land EOY | $631,033 | LandEOYAmt |
| Land EOYFMV | $954,046 | LandEOYFMVAmt |
| Other Assets BOY | $14,926 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,349 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,193,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $888,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,197,009 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,112 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,500 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $242,418 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $226,395 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $44,298 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $67,704 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $292,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $298,599 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $900,614 | RetainedEarningBOYAmt |
| Retained Earning EOY | $589,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $900,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $589,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,193,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $888,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $900,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$308,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,350 | OtherIncreasesAmt |
| Subtotal | $595,791 | SubtotalAmt |
| Other Decreases | $6,045 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $589,746 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,779 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $89,686 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $77,321 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $78,851 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $73,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,612 | 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 | $1 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1 | SubtotalAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1 | 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 | RHONDA DANIELS | IndividualWithBooksNm |
| 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 |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN MCMAHON | ||||||||
| 1020 CLINTON AVENUE | NAPA | CA | 94559 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DEANNA GUMINA | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CLARENCE KELLOGG | ||||||||
| 1020 CLINTON STREET SUITE 210 | NAPA | CA | 94559 | FIRST VICE P | 2.00 | $0 | $0 | $0 |
| DAVID PYLE | ||||||||
| 1020 CLINTON STREET SUITE 210 | NAPA | CA | 94559 | VICE PRESDNT | 2.00 | $0 | $0 | $0 |
| DIANA GORDON | ||||||||
| 1020 CLINTON STREET SUITE 210 | NAPA | CA | 94559 | TREASURER | 2.00 | $0 | $0 | $0 |
| ALAN SCHOENFELD | ||||||||
| 1020 CLINTON STREET SUITE 210 | NAPA | CA | 94559 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DAVID PYLE | ||||||||
| 1020 CLINTON STREET SUITE 210 | NAPA | CA | 94559 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBERTO MARAGONI | ||||||||
| 1020 CLINTON STREET SUITE 210 | NAPA | CA | 94559 | PRES OF PARE | 2.00 | $0 | $0 | $0 |
| DAPHNE O'REGAN | ||||||||
| 1020 CLINTON STREET SUITE 210 | NAPA | CA | 94559 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MERILEE BENNETT | ||||||||
| 1020 CLINTON STREET SUITE 210 | NAPA | CA | 94559 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|---|
| RHONDA DANIELS | |||||||
| 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EXEC DIRECTO | 40.00 | $76,478 |
| TINA M NEWSOME | |||||||
| 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EMPLOYEE | 40.00 | $66,419 |
| KRISTIN MILLER | |||||||
| 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EMPLOYEE | 40.00 | $66,122 |
| JENNIFER ROMANEK | |||||||
| 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EMPLOYEE | 40.00 | $59,371 |
| 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 | $122,172 | 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 | $122,612 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,612 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,611 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $122,612 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $122,612 | RemainingDistriFromCorpusAmt |
| Total Corpus | $122,612 | 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 | $122,612 | CurrentYearAmt |
| Year1 | $99,786 | Year1Amt |
| Year2 | $89,686 | Year2Amt |
| Year3 | $77,324 | Year3Amt |
| Total | $389,408 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $122,612 | CurrentYearAmt |
| Year1 | $99,786 | Year1Amt |
| Year2 | $89,686 | Year2Amt |
| Year3 | $77,324 | Year3Amt |
| Total | $389,408 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $1,620,439 | Year1Amt |
| Year2 | $1,292,192 | Year2Amt |
| Year3 | $1,265,402 | Year3Amt |
| Total | $4,178,033 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $1,620,439 | Year1Amt |
| Year2 | $1,292,192 | Year2Amt |
| Year3 | $1,265,402 | Year3Amt |
| Total | $4,178,033 | 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 Rev Part VII ProgramServiceRevPartVIIGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| SERVICE FEES | $1,028,805 |
| ACTIVITIES/TRANSPORTATION | $1,292 |
| OTHER PROGRAM SERVICE REVENUE | $148,831 |
| FRANKLIN DINNER INCOME | $875 |
| OTHER INCOME | $663 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,500 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $94 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,183,966 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,184,060 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JAMES JAYNE MARIE CRAWFORD | |||||||
| 1 | 19361 MOUNTAIN WAY | LOS GATOS | CA | 95030 | $5,000 | Yes (X) | |
| DAVID GREEN | |||||||
| 2 | 1050 N POINT STREET | SAN FRANCISCO | CA | 94109 | $6,000 | Yes (X) | APT 1207A |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | CategoryTxt |
| Amt | $20,888 | Amt |
| Adjusted Net Income | $19,217 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,671 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (60 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 | $225,452 | S/L | 30.0000 | $18,845 | $18,845 |
| 2011 HONDA CIVIC | 2011-01-31 | $18,400 | $9,938 | S/L | 5.0000 | $1,775 | $1,775 |
| PLASMA TV | 2010-07-01 | $6,931 | $2,772 | S/L | 10.0000 | $694 | $694 |
| CARPET | 2008-05-01 | $6,304 | $3,887 | S/L | 10.0000 | $630 | $630 |
| PAINTING | 2008-03-01 | $4,900 | $3,103 | S/L | 10.0000 | $490 | $490 |
| FURNITURE | 2012-02-01 | $4,779 | $1,155 | S/L | 10.0000 | $478 | $478 |
| DRAINAGE | 2009-10-01 | $2,918 | $1,386 | S/L | 10.0000 | $292 | $292 |
| BED/NIGHTSTAND | 2009-04-01 | $2,700 | $1,350 | S/L | 10.0000 | $270 | $270 |
| CARPETING | 2010-04-01 | $2,347 | $997 | S/L | 10.0000 | $235 | $235 |
| BACKHOUSE DOOR & CEILING FANS | 2008-05-01 | $2,281 | $1,407 | S/L | 10.0000 | $228 | $228 |
| FURNITURE | 2010-01-10 | $1,770 | $797 | S/L | 10.0000 | $177 | $177 |
| FURNITURE | 2011-08-01 | $1,723 | $503 | S/L | 10.0000 | $172 | $172 |
| FURNITURE | 2009-12-01 | $1,700 | $779 | S/L | 10.0000 | $170 | $170 |
| LEASEHOLD IMPROVEMENT | 2006-01-01 | $1,600 | $1,360 | S/L | 10.0000 | $160 | $160 |
| BLINDS | 2008-06-08 | $1,602 | $974 | S/L | 10.0000 | $160 | $160 |
| FENCES | 2008-03-01 | $1,585 | $1,005 | S/L | 10.0000 | $158 | $158 |
| PLASMA TV | 2010-02-01 | $1,098 | $485 | S/L | 10.0000 | $110 | $110 |
| CARPETING | 2013-04-01 | $3,238 | S/L | 10.0000 | $81 | $81 | |
| CHAIR | 2010-04-01 | $647 | $275 | S/L | 10.0000 | $65 | $65 |
| FURNITURE | 2010-03-01 | $623 | $270 | S/L | 10.0000 | $62 | $62 |
| FURNITURE | 2010-02-10 | $550 | $243 | S/L | 10.0000 | $55 | $55 |
| FURNITURE | 2010-06-01 | $543 | $222 | S/L | 10.0000 | $54 | $54 |
| BATH HOUSE SHOWER | 2013-05-01 | $3,250 | S/L | 10.0000 | $54 | $54 | |
| HALL BATHROOM/UPSTAIRS | 2004-08-01 | $6,396 | $6,344 | S/L | 10.0000 | $52 | $52 |
| CARPETING | 2013-06-01 | $3,665 | S/L | 10.0000 | $31 | $31 | |
| 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 | ||
| 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 | ||
| 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 | $29,058 | S/L | 5.0000 | ||
| DRYER/FREEZER | 2008-02-01 | $1,138 | $1,138 | S/L | 5.0000 | ||
| DELL COMPUTER | 2008-10-01 | $803 | $803 | S/L | 3.0000 | ||
| DELL COMPUTER | 2009-12-01 | $5,956 | $5,956 | S/L | 3.0000 | ||
| OFFICE DEPOT PRINTER | 2010-04-01 | $577 | $577 | S/L | 3.0000 | ||
| BATHROOM REMODEL | 2014-06-01 | $5,638 | S/L | 15.0000 | $376 | ||
| CARPETING | 2015-01-01 | $6,990 | S/L | 10.0000 | $350 | ||
| LEASEHOLD IMPROVEMENT | 2014-07-01 | $1,187 | S/L | 10.0000 | $119 | ||
| LEASEHOLD IMPROVEMENT | 2014-08-01 | $834 | S/L | 10.0000 | $76 | ||
| LEASEHOLD IMPROVEMENTS | 2015-02-15 | $683 | S/L | 10.0000 | $28 | ||
| LEASEHOLD IMPROVEMENT | 2015-04-01 | $1,382 | S/L | 10.0000 | $35 | ||
| COOMBS OFFICE FURNITURE | 2014-05-01 | $3,734 | $62 | S/L | 10.0000 | $374 | |
| COOMBS STOVE/ FRIDGE | 2014-06-01 | $1,724 | $21 | S/L | 7.0000 | $246 | |
| WAYNE PALMER - COUCHES | 2014-11-01 | $3,203 | S/L | 5.0000 | $427 | ||
| WAYNE PALMER - COUCHES | 2015-03-01 | $4,136 | S/L | 5.0000 | $276 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| AUTO/TRANSPORTATION EQUIPMENT | $91,548 | $71,590 | $19,958 | $40,000 |
| FURNITURE & FIXTURES | $47,287 | $26,375 | $20,912 | $47,287 |
| MACHINERY & EQUIPMENT | $33,322 | $19,546 | $13,776 | $998 |
| BUILDINGS | $565,361 | $244,296 | $321,065 | $574,981 |
| IMPROVEMENTS | $66,673 | $35,458 | $31,215 | $66,673 |
| LAND | $224,107 | $224,107 | $224,107 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp (3 entries)
| Balance DueBalanceDueAmt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt |
|---|---|---|
| ELM STREET PROPERTY | ||
| $213,119 | 0.0460 | ELM STREET PROPERTY |
| 2011 HONDA CIVIC | ||
| $2,054 | ||
| 2014 HONDA | ||
| $11,222 | ||
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEPOSITS | $14,099 | $14,349 |
| DUE FOR DEPENDENT COVERAGE | $827 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPRECIATION BOOK/TAX ADJUSTMENT | Desc |
| Amt | $6,045 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $1,275 | $1,173 | $102 |
| AUTO EXPENSES | $10,701 | $9,845 | $856 |
| BANK SERVICE CHARGES | $783 | $720 | $63 |
| DUES AND MEMBERSHIPS | $526 | $484 | $42 |
| EDUCATIONAL MATERIALS | $580 | $533 | $46 |
| EQUIPMENT EXPENSE | $996 | $916 | $80 |
| FILING FEES | $157 | $144 | $13 |
| FOOD FOR RESIDENTS | $32,756 | $30,135 | $2,620 |
| GIFTS | $141 | $129 | $11 |
| GYM FOR RESIDENTS | $421 | $387 | $34 |
| INSURANCE | $15,948 | $14,672 | $1,276 |
| LEASING EXPENSE | $2,164 | $1,991 | $173 |
| LIFE/DISABILITY INSURANCE | $714 | $657 | $57 |
| MARKETING EXPENSE | $7,017 | $6,455 | $561 |
| MEETING/PARENT/STAFF EXPENSES | $1,995 | $1,836 | $160 |
| OFFICE SUPPLIES | $9,436 | $8,681 | $755 |
| POSTAGE | $710 | $653 | $57 |
| RESIDENTS MEDICATION EXPENSE | $5,664 | $5,211 | $453 |
| RESIDENTS SUPPLIES EXPENSE | $11,527 | $10,605 | $922 |
| STAFF EXPENSE | $19,163 | $17,630 | $1,533 |
| TELEPHONE & INTERNET EXPENSE | $34,407 | $31,654 | $2,753 |
| WORKERS COMPENSATION INSURANC | $20,477 | $18,839 | $1,638 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SERVICE FEES | $1,028,805 | $1,028,805 |
| ACTIVITIES/TRANSPORTATION | $1,292 | $1,292 |
| OTHER PROGRAM SERVICE REVENUE | $148,831 | $148,831 |
| FRANKLIN DINNER INCOME | $875 | $875 |
| OTHER INCOME | $663 | $663 |
| APPLICATION FEES | $3,500 | $3,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFNCE IN RETAINED EARNING | Desc |
| Amt | $3,350 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED VACATION PAYABLE | $25,429 | $25,429 |
| CREDIT CARDS | $11,452 | $24,556 |
| PAYROLL LIABILITIES | $7,417 | $10,776 |
| A/P UBS COMPANY CONTRIBUTION | $6,943 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTS | $26,044 | $23,961 | $2,083 |
| OUTSIDE SERVICES | $25,986 | $23,907 | $2,079 |
| WEB DESIGN | $318 | $293 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $799 | Amt |
| Adjusted Net Income | $735 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $64 | DisbursementsCharitablePrpsAmt |