MOVING FORWARD TOWARDS INDEPENDENCE: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MOVING FORWARD TOWARDS INDEPENDENCE (EIN 94-3359635)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-07
- IRS object ID
- 201133119349100123
- Schema version
- 2010v3.4
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- General Explanation Attachment
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Assets 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) |
|---|---|---|
| Timestamp | 2011-11-07T19:07:21-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2010-07-01 | 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 | DONNA FEINGOLD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7072591125 | Phone |
| Date Signed | 2011-10-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NATALYA ATTESTATOVA | Name |
| Phone | 7073135359 | Phone |
| Date Prepared | 2011-11-07 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1340043 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 55035 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 707 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 707 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 707 | InterestOnSavingsAdjNetIncm |
| Other Income Rev And Expnss | 953490 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 953490 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1009232 | TotalRevenueAndExpenses |
| Total Net Investment Income | 707 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 954197 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 125419 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Adj Net Incm | 115386 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 10034 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 462952 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Adj Net Incm | 425916 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 37037 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 122593 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Adj Net Incm | 112785 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 9808 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14400 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 13248 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1152 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7803 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Adj Net Incm | 7178 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 624 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 11638 | InterestRevAndExpnss |
| Interest Adj Net Incm | 10707 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 931 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 701 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 645 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 56 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 36098 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 49304 | OccupancyRevAndExpnss |
| Occupancy Adj Net Incm | 45359 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 3944 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 13216 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Adj Net Incm | 12159 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1057 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 215 | PrintingAndPubRevAndExpnss |
| Printing And Pub Adj Net Incm | 198 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 17 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 177485 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 163284 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 14198 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1021824 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 906865 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 78858 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1021824 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 906865 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 78858 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12592 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 707 | NetInvestmentIncome |
| Adjusted Net Income | 47332 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 41747 | CashBOY |
| Cash EOY | 63285 | CashEOY |
| Cash EOYFMV | 63285 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 412010 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 399047 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 399047 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 11743 | AccountsReceivable |
| Accounts Receivable BOY | 18715 | AccountsReceivableBOY |
| Accounts Receivable EOY | 11743 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 11743 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 13571 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 14194 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 14194 | PrepaidExpensesEOYFMV |
| Land Building And Equipment Basis | 969349 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 282047 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 702440 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 687302 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 837400 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 12624 | OtherAssetsBOY |
| Other Assets EOY | 14374 | OtherAssetsEOY |
| Other Assets EOYFMV | 14374 | OtherAssetsEOYFMV |
| Total Assets BOY | 1201107 | TotalAssetsBOY |
| Total Assets EOY | 1189945 | TotalAssetsEOY |
| Total Assets EOYFMV | 1340043 | TotalAssetsEOYFMV |
| Mortgages And Notes Payable BOY | 259848 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 263202 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 126676 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 122191 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 386524 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 385393 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 814583 | RetainedEarningsBOY |
| Retained Earnings EOY | 804552 | RetainedEarningsEOY |
| Total Net Assets BOY | 814583 | TotalNetAssetsBOY |
| Total Net Assets EOY | 804552 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1201107 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1189945 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 814583 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12592 | ExcessOfRevenueOverExpenses |
| Other Increases | 2561 | OtherIncreases |
| Subtotal | 804552 | Subtotal |
| Total Net Assets Fund Balances EOY | 804552 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 73484 | QualifyingDistributionsYear1 |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| One Percent Net Investment Income | 7 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 78858 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7 | InvestmentIncomeExciseTax |
| Subtotal | 7 | Subtotal |
| Tax Based On Investment Income | 7 | TaxBasedOnInvestmentIncome |
| Tax Due | 7 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 | DONNA FEINGOLD | 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 |
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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 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 | 125419 | 3872 | 0 |
| PAULETTE LITZ | ||||||||
| 1020 CLINTON STREET | 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 | 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 |
| KATHY GIRSCH | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| NEWSOME TINA M | 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EMPLOYEE | 40.00 | 56632 |
| ROMANEK JENNIFER | 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EMPLOYEE | 40.00 | 51645 |
| DANIELS RHONDA | 1020 CLINTON STREET | SUITE 210 | NAPA | CA | 94559 | EMPLOYEE | 40.00 | 56656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 4 | TotNumberOfOthEmplPaidOver50k |
| 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 A NONPROFIT, RESIDENTIAL PROGRAM IN BEAUTIFUL NAPA, CA COMMITTED TO GUIDING OUR RESIDENTS TO ACHIEVE THEIR HIGHEST POTENTIAL. BY PROVIDING AN ENVIRONMENT THAT MAINTAINS A BALANCE OF CHALLENGES AND SUPPORT, MOVING FORWARD FOSTERS GROWTH IN SOCIAL, VOCATIONAL AND INTERPERSONAL SKILLS. WORKING IN PARTNERSHIP WITH RESIDENTS AND THEIR FAMILIES, WE OFFER A CARING AND RESPONSIVE COMMUNITY WHERE YOUNG ADULTS WITH COMPLEX LEARNING OR MILD DEVELOPMENTAL DISABILITIES CAN ENJOY POSITIVE, FULFILLING AND HEALTHY LIVES. WE PROVIDED INDEPENDENT LIVING SKILLS TRAINING FOR 20 YOUNG ADULTS WITH LEARNING DISABILITIES SO THEY CAN TRANSITION INTO THEIR OWN HOMES IN THE COMMUNITY. | Description1 |
| Expenses1 | 985723 | 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 | 78858 | ExpensesAndContributions |
| Qualifying Distributions | 78858 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 78851 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 78858 | QualifyingDistributions |
| Remaining Distri From Corpus | 78858 | RemainingDistriFromCorpus |
| Total Corpus | 78858 | TotalCorpus |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2007-08-14 | DateOfRuling |
| 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 | 78858 | CurrentYear |
| Year1 | 73484 | Year1 |
| Year2 | 72744 | Year2 |
| Year3 | 70338 | Year3 |
| Total | 295424 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 78858 | CurrentYear |
| Year1 | 73484 | Year1 |
| Year2 | 72744 | Year2 |
| Year3 | 70338 | Year3 |
| Total | 295424 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1340043 | CurrentYear |
| Year1 | 1390342 | Year1 |
| Total | 2730385 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1340043 | CurrentYear |
| Year1 | 1390342 | Year1 |
| Total | 2730385 | 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 (3 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|
| SERVICE FEES | 939142 |
| ACTIVITIES/TRANSPORTATION | 11110 |
| OTHER PROGRAM SERVICE REVENUE | 2038 |
Membership Dues And Assessments MembershipDuesAndAssessments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1200 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $707 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $707 | ExclusionAmount |
| Related Or Exempt Function Income | 953490 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 954197 | 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 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | Category |
| Amount | $14,400 | Amount |
| Adjusted Net Income | 13248 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1152 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (9 entries)
| DONNA FEINGOLD |
| PAULETTE LITZ |
| DEANNA GUMINA |
| CLARENCE KELLOGG |
| DAVID PYLE |
| DIANA GORDON |
| DAVID NOLLEY |
| MERILEE BENNETT |
| KATHY GIRSCH |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (46 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| 1999 TOYOTA CAMRY | 2001-07-01 | 11633 | 11633 | S/L | 5.0000 | |
| ELM STREET PROPERTY | 2002-07-01 | 789468 | 150070 | S/L | 30.0000 | 18846 |
| 2001 MERCURY SABLE | 2002-07-01 | 23969 | 23969 | S/L | 5.0000 | |
| 1998 FORD WINDSTAR | 2002-07-01 | S/L | 5.0000 | |||
| LEASEHOLD IMPROVEMENTS | 2002-11-02 | 9404 | 7207 | S/L | 10.0000 | 941 |
| COMPUTER STATIONS | 2003-02-03 | 5000 | 5000 | S/L | 3.0000 | |
| 2003 HONDA ODYSSEY | 2003-07-01 | 22258 | 22258 | S/L | 5.0000 | |
| ELECTRICAL WORK | 2003-07-01 | 2650 | 1855 | S/L | 10.0000 | 265 |
| GATEWAY COMPUTER | 2003-10-01 | 2101 | 2101 | S/L | 3.0000 | |
| FURNITURE - 2004 | 2004-06-01 | 2729 | 2729 | S/L | 5.0000 | |
| HALL BATHROOM/UPSTAIRS | 2004-08-01 | 6396 | 3786 | S/L | 10.0000 | 639 |
| 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 | |
| LEASEHOLD IMPROVEMENT | 2006-01-01 | 1600 | 720 | S/L | 10.0000 | 160 |
| LIVING ROOM SECTIONAL | 2006-07-01 | 4202 | 3291 | S/L | 5.0000 | 841 |
| DELL COMPUTER | 2007-04-01 | 795 | 795 | S/L | 3.0000 | |
| MATTRESS | 2007-08-01 | 666 | 399 | S/L | 5.0000 | 133 |
| BED/NIGHTSTAND | 2007-11-01 | 773 | 335 | S/L | 5.0000 | 155 |
| BED/NIGHTSTAND | 2008-01-01 | 1266 | 611 | S/L | 5.0000 | 253 |
| 2007 HONDA ODYSSEY | 2008-02-01 | 29058 | 8234 | S/L | 5.0000 | 5811 |
| DRYER/FREEZER | 2008-02-01 | 1138 | 532 | S/L | 5.0000 | 227 |
| FENCES | 2008-03-01 | 1585 | 371 | S/L | 10.0000 | 158 |
| PAINTING | 2008-03-01 | 4900 | 1143 | S/L | 10.0000 | 490 |
| BACKHOUSE DOOR & CEILING FANS | 2008-05-01 | 2281 | 494 | S/L | 10.0000 | 228 |
| CARPET | 2008-05-01 | 6304 | 1365 | S/L | 10.0000 | 631 |
| BLINDS | 2008-06-08 | 1602 | 333 | S/L | 10.0000 | 160 |
| DELL COMPUTER | 2008-10-01 | 803 | 250 | S/L | 3.0000 | 268 |
| BED/NIGHTSTAND | 2009-04-01 | 2700 | 270 | S/L | 10.0000 | 270 |
| DRAINAGE | 2009-10-01 | 2918 | 219 | S/L | 10.0000 | 292 |
| FURNITURE | 2009-12-01 | 1700 | 99 | S/L | 10.0000 | 170 |
| DELL COMPUTER | 2009-12-01 | 5956 | 1191 | S/L | 3.0000 | 1985 |
| FURNITURE | 2010-01-10 | 1770 | 89 | S/L | 10.0000 | 177 |
| PLASMA TV | 2010-02-01 | 1098 | 46 | S/L | 10.0000 | 110 |
| FURNITURE | 2010-02-10 | 550 | 23 | S/L | 10.0000 | 55 |
| FURNITURE | 2010-03-01 | 623 | 21 | S/L | 10.0000 | 62 |
| CARPETING | 2010-04-01 | 2347 | 59 | S/L | 10.0000 | 234 |
| CHAIR | 2010-04-01 | 647 | 16 | S/L | 10.0000 | 65 |
| OFFICE DEPOT PRINTER | 2010-04-01 | 577 | 48 | S/L | 3.0000 | 192 |
| FURNITURE | 2010-06-01 | 543 | 5 | S/L | 10.0000 | 54 |
| 2011 HONDA CIVIC | 2011-01-31 | 18400 | S/L | 5.0000 | 1533 | |
| PLASMA TV | 2010-07-01 | 6931 | S/L | 10.0000 | 693 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation (3 entries)
| Employee NameEmployeeName |
|---|
| NEWSOME TINA M |
| ROMANEK JENNIFER |
| DANIELS RHONDA |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GENERAL ELECTIONS | Identifier |
| Explanation | YEAR ENDED: JUNE 30, 2011 94-3359635 MOVING FORWARD TOWARDS INDEPENDENCE 1020 CLINTON STREET 210 NAPA, CA 94559 STRAIGHT-LINE DEPRECIATION METHOD ELECTION UNDER IRC SECTION 168(B)(3)(D), THE ORGANIZATION ELECTS TO USE THE STRAIGHT-LINE METHOD OF DEPRECIATION, INSTEAD OF THE REGULAR STATUTORY METHOD IN COMPUTING THE DEDUCTION FOR ALL PROPERTY PLACED INTO SERVICE DURING THE TAX YEAR ENDING JUNE 30, 2011. THE ELECTION, MADE IN ACCORDANCE WITH CODE SEC. 168(B)(5), APPLIES TO ALL PROPERTY PLACED IN SERVICE DURING THE TAX YEAR. | Explanation |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (6 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| AUTO/TRANSPORTATION EQUIPMENT | 93683 | 61806 | 31877 | 20500 |
| FURNITURE & FIXTURES | 27987 | 15804 | 12183 | 10529 |
| MACHINERY & EQUIPMENT | 18506 | 14742 | 3764 | 6275 |
| BUILDINGS | 565361 | 168916 | 396445 | 565361 |
| IMPROVEMENTS | 39705 | 20779 | 18926 | 10628 |
| LAND | 224107 | 224107 | 224107 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Mortgage | $242,693 | TotalMortgageAmount |
Note Payable NotePayable (2 entries)
| IndividualLendersName/Individual | Balance DueBalanceDue | Repayment TermsRepaymentTerms | Security Provided By BorrowerSecurityProvidedByBorrower | Purpose Of LoanPurposeOfLoan | Desc Of Lender ConsiderationDescOfLenderConsideration |
|---|---|---|---|---|---|
| GMAC | 6327 | MONTHLY PAYMENTS | 2007 HONDA ODYSSEY | VEHICLE PURCHASE | LOAN |
| LOAN | 14182 | 2011 HONDA CIVIC | VEHICLE PURCHASE | LOAN |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| BOY Book Value | 12624 | BOYBookValue |
| EOY Book Value | 14374 | EOYBookValue |
| EOYFMV | 14374 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (23 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | 1249 | 1149 | 100 |
| BANK SERVICE CHARGES | 732 | 673 | 59 |
| DUES AND MEMBERSHIPS | 1230 | 1132 | 98 |
| EDUCATIONAL MATERIALS | 1243 | 1143 | 99 |
| EQUIPMENT EXPENSE | 8 | 7 | 1 |
| EQUIPMENT REPAIR & MAINTENANC | 115 | 106 | 9 |
| FOOD FOR RESIDENTS | 22601 | 20793 | 1808 |
| GIFTS | 262 | 241 | 21 |
| GYM FOR RESIDENTS | 376 | 346 | 30 |
| INSURANCE | 12065 | 11100 | 965 |
| OFFICE SUPPLIES | 2487 | 2288 | 199 |
| OUTSIDE SERVICES | 3995 | 3675 | 320 |
| POSTAGE | 590 | 543 | 47 |
| REPAIR & MAINTENANCE | 4774 | 4392 | 382 |
| RESIDENTS RENTAL | 57750 | 53130 | 4620 |
| SCHOLARSHIP FUND | 18000 | 16560 | 1440 |
| SOCIAL AND RECREATIONAL | 5137 | 4726 | 411 |
| TRAINING | 3165 | 2911 | 253 |
| VET AND MISCELLANEOUS EXPENSE | 1056 | 971 | 84 |
| WORKERS COMPENSATION INSURANC | 24799 | 22815 | 1984 |
| RESIDENT'S TRANSPORTATION | 12804 | 11780 | 1024 |
| WEB DESIGN | 3047 | 2803 | 244 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| SERVICE FEES | 939142 | 939142 |
| ACTIVITIES/TRANSPORTATION | 11110 | 11110 |
| OTHER PROGRAM SERVICE REVENUE | 2038 | 2038 |
| APPLICATION FEES | 1200 | 1200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/RETURN EQUITY CORRECTION | Description |
| Amount | $2,561 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| CLIENT DEPOSITS | 96990 | 97140 |
| ACCRUED VACATION PAYABLE | 23791 | 21949 |
| PAYROLL LIABILITIES | 1895 | 3102 |
| DEFERRED OCT 2010 CRUISE | 4000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTANTS | Category |
| Amount | $7,803 | Amount |
| Adjusted Net Income | 7178 | AdjustedNetIncome |
| Disbursements Charitable Prps | 624 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | Category |
| Amount | $701 | Amount |
| Adjusted Net Income | 645 | AdjustedNetIncome |
| Disbursements Charitable Prps | 56 | DisbursementsCharitablePrps |