2024-06-13T18:20:24-05:00 2023-06-30 330579648 BLUM & CLARK CPAS LLP 9252 CHESAPEAKE DRIVE SAN DIEGO CA 92123 990 2022-07-01 330185759 TOWARD MAXIMUM INDEPENDENCE TOWA 8584670600 4740 MURPHY CANYON ROAD 300 SAN DIEGO CA 92123 RACHEL HARRIS CHIEF EXECUTIVE OFFICER 8584670600 2024-06-13 1 RACHEL HARRIS 999009999 1 ROBERT BLUM P00178127 8582920543 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RACHEL HARRIS 4740 MURPHY CANYON ROAD 300 SAN DIEGO CA 92123 21445807 0 X WWW.TMI-INC.ORG X 1986 CA TMI PROVIDES PERSONALIZED SERVICES TO THOSE WHO REQUIRE SUPPORT, ENABLING THEM TO MAKE INFORMED CHOICES REGARDING HOW THEY LIVE, WORK AND FUNCTION PRODUCTIVELY AND INDEPENDENTLY IN THE COMMUNITY. 12 10 441 20 0 0 2638416 2077872 16935385 19281394 59534 34140 31184 22352 19664519 21415758 1436952 1442880 0 0 15198276 16297660 0 0 9863 2358108 3126028 18993336 20866568 671183 549190 12797619 13886279 2251261 2798890 10546358 11087389 X TMI PROVIDES PERSONALIZED SERVICES TO THOSE WHO REQUIRE SUPPORT, ENABLING THEM TO MAKE INFORMED CHOICES REGARDING HOW THEY LIVE, WORK AND FUNCTION PRODUCTIVELY AND INDEPENDENTLY IN THE COMMUNITY. 0 0 18297524 1442880 19303454 THE COMMUNITY LIVING SERVICES PROGRAM ASSISTS PEOPLE WITH DISABILITIES TO ACHIEVE INDEPENDENCE AND ENABLES THEM TO LIVE IN HOMES OF THEIR CHOICE IN THE COMMUNITY. MOST OF THESE INDIVIDUALS LIVE IN HOMES TMI HAS HELPED THEM LOCATE. SERVICES PROVIDED INCLUDE ASSISTANCE WITH HOUSEHOLD MANAGEMENT SKILLS, BUDGETING, BANKING AND PAYING BILLS, SHOPPING, MEAL PLANNING AND PREPARATION, AS WELL AS LOCATING AND MAKING USE OF VARIOUS ACTIVITIES AND RESOURCES IN THEIR LOCAL COMMUNITIES. SERVICES RANGE FROM PAID NEIGHBORS WHO ASSIST FOR JUST A FEW HOURS A WEEK, TO PAID ROOMMATES WHO ACTUALLY LIVE WITH THE CLIENT AND STAY OVERNIGHT.PLEASE SEE SCHEDULE O FOR THE CONTINUATION OF THE THREE LARGEST PROGRAM SERVICE ACCOMPLISHMENTS.THE EMPLOYMENT SOLUTIONS PROGRAM HELPS PEOPLE WITH DISABILITIES TO GET INVOLVED IN JOBS OR WORK-RELATED ACTIVITY. TMI STAFF MEMBERS HELP CONSUMERS TO LOCATE JOB OR VOLUNTEER SITES THEN PROVIDE ON-THE-JOB COACHING TO HELP PEOPLE BE SUCCESSFUL IN THEIR EMPLOYMENT-RELATED PURSUITS. SERVICES INCLUDE JOB READINESS TRAINING, JOB SEARCH ASSISTANCE, APPLICATION AND INTERVIEW GUIDANCE, AND JOB PLACEMENT ALONG WITH THE PREVIOUSLY MENTIONED CAREER COACHING. THE FAMILY SUPPORT SERVICES PROGRAM PROVIDES LOVING, HOME-LIKE ENVIRONMENTS FOR CHILDREN, TEENS AND YOUNG ADULTS WITH DISABILITIES WHO ALSO HAVE BEHAVIORAL CHALLENGES. TO THIS END, TMI RECRUITS AND TRAINS FOSTER PARENTS, HELPS THEM OBTAIN LICENSURE FOR THEIR FOSTER HOMES, AND PROVIDES ONGOING SOCIAL WORK SUPPORT AND GUIDANCE, AS WELL AS BEHAVIORAL CONSULTATION AS NEEDED. THIS PROGRAM ALSO OFFERS OUT-OF-HOME RESPITE SERVICES AND BEHAVIORAL CONSULTATION FOR BIOLOGICAL FAMILIES WHOSE CHILDREN ARE STILL IN THE HOME. 18297524 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 441 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 8584670600 4740 MURPHY CANYON ROAD SUITE 300 SAN DIEGO CA 92123 CHRISTOPHER WALTERS BOARD MEMBER 1.00 X 0 0 0 JOCELYN GONZALEZ TREASURER, BOARD MEMBER 1.00 X 0 0 0 CATHY BISHOP SECRETARY, BOARD MEMBER 1.00 X 0 0 0 NORMAN FALEONO BOARD MEMBER 1.00 X 0 0 0 BRYAN SHULL VICE CHAIR, BOARD MEMBER 1.00 X 0 0 0 MICHELE MAMERTO BOARD MEMBER 1.00 X 0 0 0 DONAVEN YOUSIF BOARD MEMBER 1.00 X 0 0 0 ALICE CAMPBELL CHAIR, BOARD MEMBER 1.00 X 0 0 0 HEATHER MARTIN BOARD MEMBER 1.00 X 0 0 0 JENNA PLANTE STAFF REPRESENTATIVE 1.00 X 0 0 0 TYLER CISNEROS CLIENT BOARD REPRESENTATIV 1.00 X 0 0 0 MINNIE COURINGTON BOARD MEMBER 1.00 X 0 0 0 RACHEL HARRIS CHIEF EXECUTIVE OFFICER 40.00 X 218677 0 8271 JESSIE CAMPBELL CHIEF OPERATING OFFICER 40.00 X 157123 0 13098 LIHONG KE VICE PRESIDENT OF FINANCE 40.00 X 152668 0 12922 REBECA VALENZUELA VP OF HR AND GENERAL COUNSEL 40.00 X 131567 0 10209 THOMAS RUFFINO PERSONAL ATTENDENT 40.00 X 117955 0 10591 RICHARD TROYER PERSONAL ATTENDENT 40.00 X 105632 0 774 DAVID CROSS DIRECTOR OF COMPUTER AND INFORMATION SYSTEMS 40.00 X 100564 0 3983 PAOLA OSUNA FORMER DIRECTOR OF FAMILY SUPPORT 40.00 X 112738 0 2748 PATRICK CAMPBELL FORMER ASSOCIATE DIRECTOR - HR 40.00 X 108618 0 11364 1205542 0 73960 9 1 1 0 A BETTER UNDERSTANDING INC 5130 MT HELIX DR LA MESA CA 91941 BEHAVIOR CONSULTANT FOR FAMIILY SUPPORT 135560 1 6855 2052756 18261 2077872 EMPLOYMENT SOLUTIONS 624100 12124582 12124582 COMMUNITY LIVING 624100 3963415 3963415 FAMILY SUPPORT SERVICES 624100 3193397 3193397 19281394 34199 34199 8232 8291 -59 -59 -59 21991 6855 21758 233 233 SETTLEMENT PROCEEDS 624100 21554 21554 ADMINISTRATIVE REVENUE 624100 565 565 22119 21415758 19303454 0 34432 1442880 1442880 562758 500695 62063 13205570 11750062 1455508 331614 311717 19897 1161528 1087680 73848 1036190 929109 107081 22162 22162 17500 17500 199084 132498 66586 12741 4868 7873 211329 187865 23464 240318 152718 87600 491148 341988 149160 1252479 1064264 186225 1990 39719 39719 164352 61087 103265 159013 135162 23851 ADMINISTRATION 167852 65858 101994 UNCOLLECTIBLE EXPENSE 85966 85966 0 STAFF TRAINING 56441 47975 8466 OTHER TAXES 5924 0 5924 20866568 18297524 2559181 9863 1786753 663961 3824331 6033530 4701176 3766230 22331 1481 109913 125630 3417618 1630383 1853709 1787235 451006 484297 48400 29040 0 994875 12797619 13886279 74983 92763 2176278 2706127 2251261 2798890 X 10511993 11049288 34365 38101 10546358 11087389 12797619 13886279 X 549190 19931 -28090 X X 0 1 X 1 0 X 1750073 2411798 2931063 2638416 2077872 11809222 15398377 16718560 17051199 16946619 19292009 85406764 17148450 19130358 19982262 19585035 21369881 97215986 0 0 0 97215986 127219 130912 128093 60761 34199 481184 127219 130912 128093 60761 34199 481184 17275669 19261270 20110355 19645796 21404080 97697170 0.99510 0.99410 0.00490 0.00590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 652500 652500 1906527 1083181 823346 858591 547202 311389 1787235 ROU ASSET, NET 994875 994875 ACCRUED PAYROLL AND RELATED LIABILITIES 843018 ACCRUED PENSION 47443 ACCRUED UNEMPLOYMENT 150000 ACCRUED VACATION 668985 LEASE LIABILITY 996681 2706127 21457446 19931 21757 41688 21415758 0 21415758 20916415 828255 828255 20088160 778408 778408 20866568 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE, NET 21,758. ROUNDING -1. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACCRUED VACATION 6/30/2023 668,985. ALLOWANCE FOR UNCOLLECTIBLE 6/30/2023 135,704. DIRECT FUNDRAISING EXPENSE, NET 21,758. ROU LEASE ADJUSTMENT 1,806. ROUNDING 2. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCRUED VACATION 6/30/2022 676,739. ALLOWANCE FOR UNCOLLECTIBLE 6/30/2022 101,669. TRANSFORMING LIVES GALA 28846 6855 21991 1655 9978 5800 4325 28846 6855 21991 1655 9978 5800 4325 21758 233 1 RESOURCE FAMILY SUPPORT STIPENDS 10 892865 530714 BOOK RESOURCE FAMILY SUPPORT CONSULTANTS ARE PAID BY THE ORGANIZATION WITH FUNDS FROM THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES AND THE SAN DIEGO REGIONAL CENTER. JULIE CASEY HONORARY FUND DISBURSEMENTS 40 15235 4065 FMV ESSENTIAL ITEMS PART I, LINE 2: STATE AND FEDERAL FUNDS ARE DISTRIBUTED THROUGH THE STATE DEPT. OF DEVELOPMENTAL SERVICES, THE (SAN DIEGO) COUNTY DEPARTMENT OF SOCIAL SERVICES AND THE SAN DIEGO REGIONAL CENTER TO FUND PLACEMENTS FOR DEVELOPMENTALLY DISABLED CHILDREN, TEENS AND YOUNG ADULTS. A PORTION OF THESE FUNDS IS PAID IN THE FORM OF STIPENDS TO FOSTER PARENTS WHO PROVIDE A FAMILY-LIKE ENVIRONMENT FOR THESE DISABLED INDIVIDUALS. ANOTHER PORTION IS USED TO PAY FOR BEHAVIORAL CONSULTANTS AND SOCIAL WORKERS WHO SUPPORT THE WORK THESE FOSTER PARENTS DO. TOWARD MAXIMUM INDEPENDENCE IS LICENSED BY (CALIF. DEPT. OF HEALTH) COMMUNITY CARE LICENSING TO CERTIFY QUALIFIED INDIVIDUALS AND THEIR HOMES TO PROVIDE FOSTER CARE. X X X 0 0 0 0 0 0 0 0 0 RACHEL HARRIS CHIEF EXECUTIVE OFFICER 218677 0 0 0 0 0 7456 0 815 0 226948 0 0 0 JESSIE CAMPBELL CHIEF OPERATING OFFICER 157123 0 0 0 0 0 5677 0 7421 0 170221 0 0 0 LIHONG KE VICE PRESIDENT OF FINANCE 152668 0 0 0 0 0 5226 0 7696 0 165590 0 0 0 PATRICK CAMPBELL FORMER ASSOCIATE DIRECTOR - HR 108618 0 0 0 0 0 3843 0 7521 0 119982 0 0 0 PAOLA OSUNA FORMER DIRECTOR OF FAMILY SUPPORT 112738 0 0 0 0 0 2255 0 493 0 115486 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 ARE PREPARED AND REVIEWED BY A CONSULTING ACCOUNTING FIRM. THE COMPLETED FORMS 990 ARE ALSO REVIEWED BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND VICE PRESIDENT OF FINANCE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH THE DIRECT SUPERVISION OF EMPLOYEES AND AN ANNUAL REVIEW/APPROVAL OF THE POLICIES BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE BOARD OF DIRECTORS. THE PROCESS FOR DETERMINING THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS LED BY THE BOARD CHAIR. IN ADDITION, A SURVEY/EVALUATION IS ALSO COMPLETED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 FORMS 990 AND 990-T OF THE ORGANIZATION ARE AVAILABLE ON WWW.GUIDESTAR.ORG. THE FORMS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL INFORMATION IS PUBLISHED ON THE TOWARD MAXIMUM INDEPENDENCE WEBSITE. ADDITIONAL INFORMATION ABOUT THE ORGANIZATION, INCLUDING THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY, IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ACCRUED VACATION 6/30/2023 -668,985. ACCRUED VACATION 6/30/2022 676,739. ALLOWANCE FOR UNCOLLECTIBLE 6/30/2023 -135,704. ALLOWANCE FOR UNCOLLECTIBLE 6/30/2022 101,669. ROU LEASE ADJUSTMENT -1,806. ROUNDING -3. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS MADE NO CHANGES TO ITS PROCESS OF HAVING A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.