MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201431359349102853
- Schema version
- 2012v2.3
- 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
- Legal Fees Schedule
- 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) |
|---|---|---|
| Timestamp | 2014-05-15T17:44:34-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAW OFFICES OF NATALYA ATTESTATOVA CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943359635 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOVING FORWARD TOWARDS INDEPENDENCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MOVI | NameControl |
| Phone | 7072591125 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 CLINTON STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 210 | AddressLine2 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94559 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RHONDA DANIELS | Name |
| Title | INTERIM DIRECTOR | Title |
| Phone | 7072591125 | Phone |
| Date Signed | 2014-05-03 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NATALYA ATTESTATOVA | Name |
| Phone | 7073135359 | Phone |
| Date Prepared | 2014-05-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1545464 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 43889 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 399 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 399 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 399 | InterestOnSavingsAdjNetIncm |
| Other Income Rev And Expnss | 1169649 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 1169649 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1213937 | TotalRevenueAndExpenses |
| Total Net Investment Income | 399 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1170048 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 138161 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Adj Net Incm | 127108 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 11053 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 595375 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Adj Net Incm | 547745 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 47629 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 126360 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Adj Net Incm | 116251 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 10109 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1000 | LegalFeesRevAndExpnss |
| Legal Fees Adj Net Incm | 920 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 80 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 15000 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 13800 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1200 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3250 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Adj Net Incm | 2990 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 260 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 11617 | InterestRevAndExpnss |
| Interest Adj Net Incm | 10688 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 929 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 491 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 452 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 39 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 35036 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Adj Net Incm | 35036 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 91999 | OccupancyRevAndExpnss |
| Occupancy Adj Net Incm | 84639 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 7360 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 14297 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Adj Net Incm | 13153 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1144 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 2432 | PrintingAndPubRevAndExpnss |
| Printing And Pub Adj Net Incm | 2237 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 195 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 121098 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 111409 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 9688 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1156116 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1066428 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 89686 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1156116 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1066428 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 89686 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 57821 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 399 | NetInvestmentIncome |
| Adjusted Net Income | 103620 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 74676 | CashBOY |
| Cash EOY | 72055 | CashEOY |
| Cash EOYFMV | 72055 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 474356 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 532279 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 532277 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 28642 | AccountsReceivable |
| Accounts Receivable BOY | 27258 | AccountsReceivableBOY |
| Accounts Receivable EOY | 28642 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 28642 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 13146 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 12140 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 14140 | PrepaidExpensesEOYFMV |
| Land Building And Equipment Basis | 986107 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 354104 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 656923 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 632003 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 883276 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 19043 | OtherAssetsBOY |
| Other Assets EOY | 15074 | OtherAssetsEOY |
| Other Assets EOYFMV | 15074 | OtherAssetsEOYFMV |
| Total Assets BOY | 1265402 | TotalAssetsBOY |
| Total Assets EOY | 1292193 | TotalAssetsEOY |
| Total Assets EOYFMV | 1545464 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 6148 | AccountsPayableEOY |
| Mortgages And Notes Payable BOY | 249783 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 238003 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 128765 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 104396 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 378548 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 348547 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 886854 | RetainedEarningsBOY |
| Retained Earnings EOY | 943646 | RetainedEarningsEOY |
| Total Net Assets BOY | 886854 | TotalNetAssetsBOY |
| Total Net Assets EOY | 943646 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1265402 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1292193 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 886854 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 57821 | ExcessOfRevenueOverExpenses |
| Subtotal | 944675 | Subtotal |
| Other Decreases | 1029 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 943646 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 77321 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 78851 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 73484 | QualifyingDistributionsYear3 |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| One Percent Net Investment Income | 4 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 89686 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4 | InvestmentIncomeExciseTax |
| Subtotal | 4 | Subtotal |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Tax Due | 4 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MOVING-FORWARD.ORG | WebsiteAddress |
| Books In Care Of Person Name | RHONDA DANIELS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7072518603 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DONNA FEINGOLD | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | EXEC DIRECTO | 40.00 | 138161 | 0 | 0 |
| DEANNA GUMINA | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| CLARENCE KELLOGG | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| DAVID PYLE | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | VICE PRESDNT | 2.00 | 0 | 0 | 0 |
| DIANA GORDON | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | TREASURER | 2.00 | 0 | 0 | 0 |
| DAVID NOLLEY | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| MERILEE BENNETT | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | SECRETARY | 2.00 | 0 | 0 | 0 |
| MEGAN ASKIM | ||||||||
| 1020 CLINTON STREET | NAPA | CA | 94559 | DIRECTOR | 2.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (3 entries)
| NameName | Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation |
|---|---|---|---|---|---|---|---|---|
| TINA M NEWSOME | 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EMPLOYEE | 40.00 | 59740 |
| RHONDA DANIELS | 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | INTERIM EXEC | 40.00 | 59112 |
| JENNIFER ROMANEK | 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EMPLOYEE | 40.00 | 53562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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. | Description1 |
| Expenses1 | 1113726 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 89686 | ExpensesAndContributions |
| Qualifying Distributions | 89686 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 89682 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 89686 | QualifyingDistributions |
| Remaining Distri From Corpus | 89686 | RemainingDistriFromCorpus |
| Total Corpus | 89686 | TotalCorpus |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 89686 | CurrentYear |
| Year1 | 77324 | Year1 |
| Year2 | 78858 | Year2 |
| Year3 | 73484 | Year3 |
| Total | 319352 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 89686 | CurrentYear |
| Year1 | 77324 | Year1 |
| Year2 | 78858 | Year2 |
| Year3 | 73484 | Year3 |
| Total | 319352 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1292192 | CurrentYear |
| Year1 | 1265402 | Year1 |
| Year2 | 1340043 | Year2 |
| Year3 | 1390342 | Year3 |
| Total | 5287979 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1292192 | CurrentYear |
| Year1 | 1265402 | Year1 |
| Year2 | 1340043 | Year2 |
| Year3 | 1390342 | Year3 |
| Total | 5287979 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII (4 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|
| SERVICE FEES | 1132547 |
| ACTIVITIES/TRANSPORTATION | 905 |
| OTHER PROGRAM SERVICE REVENUE | 4607 |
| PRIOR YEAR CLIENT'S DEPOSITS | 27290 |
Membership Dues And Assessments MembershipDuesAndAssessments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4300 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $399 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $399 | ExclusionAmount |
| Related Or Exempt Function Income | 1169649 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1170048 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| 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 | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | Address Line2ContributorAddressUS/AddressLine2 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA FAMILY HEALTH COUNCIL | 3600 WILSHIRE BLVD | SUITE 600 | LOS ANGELES | CA | 90010 | 10696 | X |
| 2 | JAMES CRAWFORD | 19361 MOUNTAIN WAY | LOS GATOS | CA | 95030 | 5000 | X | |
| 3 | CHRISTOPHER TOLK | 400 EAST MAIN STREET | ASPEN | CO | 81611 | 10000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | Category |
| Amount | $15,000 | Amount |
| Adjusted Net Income | 13800 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1200 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (8 entries)
| DONNA FEINGOLD |
| DEANNA GUMINA |
| CLARENCE KELLOGG |
| DAVID PYLE |
| DIANA GORDON |
| DAVID NOLLEY |
| MERILEE BENNETT |
| MEGAN ASKIM |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (50 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|
| 2001 MERCURY SABLE | 2002-07-01 | 23969 | 23969 | S/L | 5.0000 | ||
| 1998 FORD WINDSTAR | 2002-07-01 | S/L | 5.0000 | ||||
| COMPUTER STATIONS | 2003-02-03 | 5000 | 5000 | S/L | 3.0000 | ||
| 2003 HONDA ODYSSEY | 2003-07-01 | 22258 | 22258 | S/L | 5.0000 | ||
| GATEWAY COMPUTER | 2003-10-01 | 2101 | 2101 | S/L | 3.0000 | ||
| FURNITURE - 2004 | 2004-06-01 | 2729 | 2729 | S/L | 5.0000 | ||
| 2.8 GHZ COMPUTER | 2004-08-01 | 1247 | 1247 | S/L | 3.0000 | ||
| FURNITURE | 2004-10-01 | 1200 | 1200 | S/L | 5.0000 | ||
| CHEST/SOFA/LOVESEAT | 2005-03-01 | 3109 | 3109 | S/L | 5.0000 | ||
| COMPUTER WORKSTATION | 2005-04-01 | 1076 | 1076 | 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 | 4202 | 4202 | 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 | ||
| DELL COMPUTER | 2008-10-01 | 803 | 785 | S/L | 3.0000 | 18 | 18 |
| FURNITURE | 2010-06-01 | 543 | 113 | S/L | 10.0000 | 54 | 54 |
| FURNITURE | 2010-02-10 | 550 | 133 | S/L | 10.0000 | 55 | 55 |
| FURNITURE | 2010-03-01 | 623 | 145 | S/L | 10.0000 | 63 | 63 |
| CHAIR | 2010-04-01 | 647 | 146 | S/L | 10.0000 | 64 | 64 |
| PLASMA TV | 2010-02-01 | 1098 | 265 | S/L | 10.0000 | 110 | 110 |
| BED/NIGHTSTAND | 2007-11-01 | 773 | 644 | S/L | 5.0000 | 129 | 129 |
| OFFICE DEPOT PRINTER | 2010-04-01 | 577 | 433 | S/L | 3.0000 | 144 | 144 |
| BED/NIGHTSTAND | 2008-01-01 | 1266 | 1118 | S/L | 5.0000 | 148 | 148 |
| DRYER/FREEZER | 2008-02-01 | 1138 | 987 | S/L | 5.0000 | 151 | 151 |
| FENCES | 2008-03-01 | 1585 | 688 | S/L | 10.0000 | 158 | 158 |
| LEASEHOLD IMPROVEMENT | 2006-01-01 | 1600 | 1040 | S/L | 10.0000 | 160 | 160 |
| BLINDS | 2008-06-08 | 1602 | 654 | S/L | 10.0000 | 160 | 160 |
| FURNITURE | 2009-12-01 | 1700 | 439 | S/L | 10.0000 | 170 | 170 |
| FURNITURE | 2011-08-01 | 1723 | 158 | S/L | 10.0000 | 172 | 172 |
| FURNITURE | 2010-01-10 | 1770 | 443 | S/L | 10.0000 | 177 | 177 |
| BACKHOUSE DOOR & CEILING FANS | 2008-05-01 | 2281 | 950 | S/L | 10.0000 | 228 | 228 |
| CARPETING | 2010-04-01 | 2347 | 528 | S/L | 10.0000 | 235 | 235 |
| ELECTRICAL WORK | 2003-07-01 | 2650 | 2385 | S/L | 10.0000 | 265 | 265 |
| BED/NIGHTSTAND | 2009-04-01 | 2700 | 810 | S/L | 10.0000 | 270 | 270 |
| DRAINAGE | 2009-10-01 | 2918 | 802 | S/L | 10.0000 | 292 | 292 |
| LEASEHOLD IMPROVEMENTS | 2002-11-02 | 9404 | 9088 | S/L | 10.0000 | 316 | 316 |
| FURNITURE | 2012-02-01 | 4779 | 199 | S/L | 10.0000 | 478 | 478 |
| PAINTING | 2008-03-01 | 4900 | 2123 | S/L | 10.0000 | 490 | 490 |
| CARPET | 2008-05-01 | 6304 | 2626 | S/L | 10.0000 | 631 | 631 |
| HALL BATHROOM/UPSTAIRS | 2004-08-01 | 6396 | 5065 | S/L | 10.0000 | 639 | 639 |
| PLASMA TV | 2010-07-01 | 6931 | 1386 | S/L | 10.0000 | 693 | 693 |
| DELL COMPUTER | 2009-12-01 | 5956 | 5162 | S/L | 3.0000 | 794 | 794 |
| 2011 HONDA CIVIC | 2011-01-31 | 18400 | 5213 | S/L | 5.0000 | 2950 | 2950 |
| 2007 HONDA ODYSSEY | 2008-02-01 | 29058 | 19857 | S/L | 5.0000 | 5811 | 5811 |
| ELM STREET PROPERTY | 2002-07-01 | 789468 | 187761 | S/L | 30.0000 | 18845 | 18845 |
| CARPETING | 2013-04-01 | 3238 | S/L | 10.0000 | 81 | 81 | |
| BATH HOUSE SHOWER | 2013-05-01 | 3250 | S/L | 10.0000 | 54 | 54 | |
| CARPETING | 2013-06-01 | 3665 | S/L | 10.0000 | 31 | 31 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation (3 entries)
| Employee NameEmployeeName |
|---|
| TINA M NEWSOME |
| RHONDA DANIELS |
| JENNIFER ROMANEK |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (6 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| AUTO/TRANSPORTATION EQUIPMENT | 93685 | 80546 | 13139 | 19550 |
| FURNITURE & FIXTURES | 34490 | 21183 | 13307 | 15000 |
| MACHINERY & EQUIPMENT | 18506 | 18504 | 2 | 9300 |
| IMPROVEMENTS | 49958 | 27265 | 22693 | 49958 |
| LAND | 224107 | 224107 | 224107 | |
| BUILDINGS | 565361 | 206606 | 358755 | 565361 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $1,000 | Amount |
| Adjusted Net Income | 920 | AdjustedNetIncome |
| Disbursements Charitable Prps | 80 | DisbursementsCharitablePrps |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Mortgage | $229,339 | TotalMortgageAmount |
Note Payable NotePayable (2 entries)
| IndividualLendersName/Individual | Repayment TermsRepaymentTerms | Security Provided By BorrowerSecurityProvidedByBorrower | Purpose Of LoanPurposeOfLoan | Desc Of Lender ConsiderationDescOfLenderConsideration | Balance DueBalanceDue |
|---|---|---|---|---|---|
| GMAC | MONTHLY PAYMENTS | 2007 HONDA ODYSSEY | VEHICLE PURCHASE | LOAN | |
| HONDA FINANCIAL | 2011 HONDA CIVIC | VEHICLE PURCHASE | LOAN | 8664 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| BOY Book Value | 19043 | BOYBookValue |
| EOY Book Value | 15074 | EOYBookValue |
| EOYFMV | 15074 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPRECIATION BOOK/TAX DIFFERENCE | $139 |
| BEGINNING EQUITY ADJUSTMENT | $890 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (21 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | 25 | 23 | 2 |
| BANK SERVICE CHARGES | 952 | 876 | 76 |
| DUES AND MEMBERSHIPS | 1926 | 1772 | 154 |
| EDUCATIONAL MATERIALS | 972 | 894 | 78 |
| EQUIPMENT EXPENSE | 4050 | 3726 | 324 |
| FOOD FOR RESIDENTS | 28835 | 26528 | 2307 |
| GIFTS | 200 | 184 | 16 |
| INSURANCE | 13406 | 12334 | 1072 |
| OFFICE SUPPLIES | 3864 | 3555 | 309 |
| OUTSIDE SERVICES | 1449 | 1333 | 116 |
| POSTAGE | 412 | 379 | 33 |
| REPAIR & MAINTENANCE | 6573 | 6047 | 526 |
| TRAINING | 2255 | 2074 | 180 |
| VET AND MISCELLANEOUS EXPENSE | 978 | 900 | 78 |
| FILING FEES | 183 | 168 | 15 |
| RESIDENT HOUSEHOLD SUPPLIES | 7656 | 7043 | 612 |
| MARKETING MATERIALS | 1997 | 1838 | 160 |
| PROGRAM SUPPLIES | 6323 | 5817 | 506 |
| TELEPHONE/INTERNET EXPENSE | 11747 | 10807 | 940 |
| WORKERS COMPENSATION INSURANC | 27295 | 25111 | 2184 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| SERVICE FEES | 1132547 | 1132547 |
| ACTIVITIES/TRANSPORTATION | 905 | 905 |
| OTHER PROGRAM SERVICE REVENUE | 4607 | 4607 |
| PRIOR YEAR CLIENT'S DEPOSITS | 27290 | 27290 |
| APPLICATION FEES | 4300 | 4300 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| CLIENT DEPOSITS | 87690 | 50050 |
| ACCRUED VACATION PAYABLE | 25112 | 11125 |
| PAYROLL LIABILITIES | 4163 | 6339 |
| DEFERRED SERVICE FEES | 11800 | |
| GYM FOR RESIDENTS | -1259 | |
| ACCRUED SEVERANCE PAY | 33641 | |
| DEFERRED 15TH ANNIVERSARY | 4500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTANTS | Category |
| Amount | $3,250 | Amount |
| Adjusted Net Income | 2990 | AdjustedNetIncome |
| Disbursements Charitable Prps | 260 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | Category |
| Amount | $491 | Amount |
| Adjusted Net Income | 452 | AdjustedNetIncome |
| Disbursements Charitable Prps | 39 | DisbursementsCharitablePrps |