Nonprofit · EIN 94-3359635
MOVING FORWARD TOWARDS INDEPENDENCE
Tax-exempt · NAPA, CA 94559
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,534,486 | $2,248,988 | $285,498 | $1,552,871 | $370,838 | $1,182,033 |
| June 30, 2024 | 990-PF | $2,364,580 | $2,143,515 | $221,065 | $1,251,766 | $355,231 | $896,535 |
| June 30, 2023 | 990-PF | $1,988,654 | $2,141,976 | -$153,322 | $1,008,211 | $332,741 | $675,470 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $302,868
- Interest
- $43
- Net gain from sales of assets
- $10,909
- Other income
- $2,220,666
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $225,878
- Salaries, compensation and benefits (total)
- $1,075,141
- Disbursements for charitable purposes
- $28,279
- Excise tax on investment income
- $152
Balance sheet and other
- Total assets, start of year
- $1,251,766
- Total assets, end of year
- $1,552,871
- Total liabilities, end of year
- $370,838
- Net assets, end of year
- $1,182,033
- Fair market value of assets
- $2,232,077
- Qualifying distributions
- $28,279
- Net investment income
- $10,952
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mark Goodenough 1258 Trancas Street 114, Napa, CA 94558 | Co-Exec Direct. | 40 | $112,939 | $15,750 |
| Barbara Montaldo 3800 Yosemite Ave, Napa, CA 94558 | Co-Exec Direct. | 40 | $102,789 | $17,791 |
| Catherine Cirby 805 Lincoln Ave, Napa, CA 94558 | Case Manager Highest-paid employee | 40 | $70,101 | $17,939 |
| Taira Hill 361 Avian Dr, Vallejo, CA 94591 | Case Manager Highest-paid employee | 45 | $68,535 | $8,149 |
| Donna Polk 290 Clarescastle Way, Vacaville, CA 95688 | Staff Support Highest-paid employee | 56 | $65,210 | $15,710 |
| Michael Runas 206 Cantada Way, American Canyon, CA 94503 | Case Mgr Highest-paid employee | 31 | $61,616 | $2,878 |
| Faith Wills 464 Evelyn Cir, Vallejo, CA 94589 | Support Staff Highest-paid employee | 43 | $60,488 | $15,707 |
| Lisa Hooks 68 Coombs Street Bldg B, Napa, CA 94559 | Secretary | 1 | $0 | – |
| Bryan Daniels 68 Coombs Street Bldg B, Napa, CA 94559 | Board Member | 1 | $0 | – |
| Marita Musante 68 Coombs Street Bldg B, Napa, CA 94559 | President | 10 | $0 | – |
| Daphne O'Regan 68 Coombs Street Bldg B, Napa, CA 94559 | Board Member | 1 | $0 | – |
| Sue Samuel 68 Coombs Street Bldg B, Napa, CA 94559 | Board Member | 1 | $0 | – |
| Tim Ennis 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
| Serena Williams 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
| Jamie Thompson 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Willa McManmon 68 Coombs Street Bldg B, Napa, CA 94559 | Treasurer | 1 | $0 |
| David Pyle 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 |
990-PF for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Cecily Akwari 68 Coombs Street Bldg B, Napa, CA 94559 | Executive Dir. | 40 | $110,700 | $6,792 |
| Barbara Montaldo 68 Coombs Street Bldg B, Napa, CA 94558 | Case Mgr/Asst Dir Highest-paid employee | 40 | $73,663 | $17,112 |
| Mark Goodenough 68 Coombs Street Bldg B, Napa, CA 94558 | Office Manager Highest-paid employee | 40 | $63,825 | $1,528 |
| Makeylia McCorley 68 Coombs Street Bldg B, Napa, CA 94558 | Program Director Highest-paid employee | 40 | $59,375 | $6,316 |
| Donna Polk 68 Coombs Street Bldg B, Napa, CA 94558 | Staff Support Highest-paid employee | 40 | $54,307 | $15,246 |
| Ronni Carter 68 Coombs Street Bldg B, Napa, CA 94558 | Support Staff Highest-paid employee | 40 | $51,946 | $20,120 |
| Lisa Hooks 68 Coombs Street Bldg B, Napa, CA 94559 | Secretary | 1 | $0 | – |
| Bryan Daniels 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
| Marita Musante 68 Coombs Street Bldg B, Napa, CA 94559 | President | 10 | $0 | – |
| Daphne O'Regan 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
| Tim Ennis 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
| Serena Williams 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
| Jamie Thompson 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
| Willa McManmom 68 Coombs Street Bldg B, Napa, CA 94559 | Treasurer | 1 | $0 | – |
| David Pyle 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1 | $0 | – |
990-PF for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Cecily Akwari 68 Coombs Street Bldg B, Napa, CA 94559 | Executive Dir. | 40 | $105,750 | – |
| Barbara Montaldo 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1.5 | $92,933 | $9,100 |
| Catherine Cirby 68 Coombs Street Bldg B, Napa, CA 94558 | Case Manager Highest-paid employee | 40 | $66,858 | – |
| Donna Polk 68 Coombs Street Bldg B, Napa, CA 94558 | Staff Support Highest-paid employee | 40 | $62,993 | – |
| Mark Goodenough 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 1.5 | $62,546 | – |
| Dale Gorr 68 Coombs Street Bldg B, Napa, CA 94558 | Case Manager Highest-paid employee | 40 | $57,168 | – |
| Julie Shaw 68 Coombs Street Bldg B, Napa, CA 94558 | Staff Support Highest-paid employee | 40 | $53,803 | – |
| Ronnie Carter 68 Coombs Street Bldg B, Napa, CA 94558 | Comm Res Spec. Highest-paid employee | 40 | $51,345 | – |
| Makeeylia Mc Corley 68 Coombs Street Bldg B, Napa, CA 94559 | Asst Ex Direct | 40 | $47,385 | – |
| Lisa Hook 68 Coombs Street Bldg B, Napa, CA 94559 | Secretary | 4 | $0 | – |
| Bryan Daniels 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 20 | $0 | – |
| Marita Musante 68 Coombs Street Bldg B, Napa, CA 94559 | President | 20 | $0 | – |
| Daphne O'Regan 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 2 | $0 | – |
| Erica Conway 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 10 | $0 | – |
| Tim Ennis 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 2 | $0 | – |
| Raj Jalan 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 20 | $0 | – |
| Ana Zara 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 5 | $0 | – |
| Serena Williams 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 5 | $0 | – |
| Jamie Thompson 68 Coombs Street Bldg B, Napa, CA 94559 | Director | 5 | $0 | – |
| Willa McManmom 68 Coombs Street Bldg B, Napa, CA 94559 | Treasurer | 2 | $0 | – |
Address and contacts
- Address (IRS master file)
- 68 COOMBS ST, NAPA, CA 94559-3901
- In care of
- % SIRENA DOMECUS
- Signed the 990-PF
- Willa McManmon, Treasurer
- Phone
- (707) 259-1125
- Website
- www.moving-forward.org
- Return prepared by
- BROTEMARKLE DAVIS & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3359635 or by the name MOVING FORWARD TOWARDS INDEPENDENCE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3359635
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P82)
- Assets (IRS master file)
- $1,552,871
- Income (IRS master file)
- $2,535,719
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,534,486 | $2,248,988 | $1,552,871 | IRS |
| 990-PF | June 2024 | $2,364,580 | $2,143,515 | $1,251,766 | IRS |
| 990-PF | June 2023 | $1,988,654 | $2,141,976 | $1,008,211 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3359635).
Questions about MOVING FORWARD TOWARDS INDEPENDENCE
- What is the EIN of MOVING FORWARD TOWARDS INDEPENDENCE?
- The employer identification number (EIN) of MOVING FORWARD TOWARDS INDEPENDENCE is 94-3359635.
- Is MOVING FORWARD TOWARDS INDEPENDENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MOVING FORWARD TOWARDS INDEPENDENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MOVING FORWARD TOWARDS INDEPENDENCE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOVING FORWARD TOWARDS INDEPENDENCE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOVING FORWARD TOWARDS INDEPENDENCE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MOVING FORWARD TOWARDS INDEPENDENCE?
- The 990-PF for the year ended June 30, 2025 lists 17 people; 7 received compensation from the organization, the highest $112,939 (Mark Goodenough, Co-Exec Direct.).
- How much revenue does MOVING FORWARD TOWARDS INDEPENDENCE have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,534,486, expenses of $2,248,988 and total assets of $1,552,871 at year end.
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