2024-02-02T13:06:15-06:00 2023-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Boulevard Suite A Santa Rosa CA 95403 990 2022-07-01 942641147 Becoming Independent BECO 7075246600 1455 Corporate Center Parkway Santa Rosa CA 95407 Luana Vaetoe Chief Executive Officer 7075246600 2024-01-29 1 Luana Vaetoe 999009999 0 Christina Z Hollingsworth P02090706 7075778806 2024-01-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Luana Vaetoe 1455 Corporate Center Parkway Santa Rosa CA 95407 19449881 0 X https://becomingindependent.org/ X 1980 CA Promoting community inclusion for individuals with Intellectual and Developmental Disabilities. 12 12 291 12 0 0 2622611 1062152 13183176 12758420 36307 135228 -24924 46968 15817170 14002768 0 0 0 0 7445369 9146677 0 0 272266 1850046 2530658 9295415 11677335 6521755 2325433 23196073 26241697 1404488 1891734 21791585 24349963 Elevating human abilities for the mutual benefit of our community. 0 0 6136882 8253322 Education & Employment Programs:This fiscal year, Becoming Independent served over 250 people with intellectual and developmental disabilities in our Education programs and another 150 in Employment programs, all of whom share a common goal of living both meaningful and fulfilling lives through exploration and development in the areas of Education and Employment. Our programs are created with the understanding that all people have the right to choose their own paths and the right to be valued as active community members. Services include building skills in the areas of health, wellness, nutrition, socialization, communication, arts, music, self-advocacy, and professional growth and exploration. 3969159 3646025 Living Services:Our Living Services teams offer two support options for those who choose to live independently. Independent Living Services (ILS), serving over 100 individuals annually, are centered around developing skills to achieve the level of independence of one's choosing. Objectives are designed based on an assessment of current skills including self-advocacy, health and safety, personal and social skills, mobility, accessing community resources, and financial management. Supported Living Services (SLS), with upwards of 75 individuals, provide the support required for a person to live their most independent life, in their own home, on their own terms. Services are flexible and person-centered, offering customized assistance. 435693 867200 Transportation:Agency vehicles provide rides to hundreds of individuals annually to and from their homes, jobs, BI program sites, volunteer sites and community events all over Sonoma and surrounding counties. In addition, BI stands ready, as it has in the past, to make use of its various vehicle types to help in the event of need, be that due to an emergency or other need of the community when possible. 10541734 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 1 291 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X Luana Vaetoe 7075246600 1455 Corporate Center Parkway Santa Rosa CA 95407 David House Past President 1.00 X 0 0 0 Joerg Olson Member 1.00 X 0 0 0 Nicholas Dieter President 3.00 X X 0 0 0 Bonnie Burrell Vice President 2.00 X X 0 0 0 Donna Cates Secretary 1.00 X X 0 0 0 Carrie Mauritson Member 1.00 X 0 0 0 Bryan Wright Deputy 1.00 X 0 0 0 Sheri Wenzel Treasurer 2.00 X X 0 0 0 Alicia Burns Member 1.00 X 0 0 0 Denee Locke Member 1.00 X 0 0 0 Terry Fassold Member 1.00 X 0 0 0 Eric Gullotta Member 1.00 X 0 0 0 Luana Vaetoe Chief Executive Officer 40.00 X 297072 0 8804 Jeff Woods CFO resigned 10/23 40.00 X 0 0 0 Paula Kraus Finley Chief of Services 40.00 X 209032 0 14330 James Cox Director of Community Serv 40.00 X 136248 0 6330 Mehkhai Vang Direct Support Professional 40.00 X 101080 0 5839 743432 0 35303 4 0 1 0 Descor Builders 1000 Enterprise Way STE 100 Roseville CA 95678 Construction 4709995 HGA 222 Sutter St 500 San Francisco CA 94108 Architecture 128297 The Engine is Red 409 Mendocino Ave Floor 2 Santa Rosa CA 95401 Marketing 115175 Coogler's Auto Repair 990 Piner Road Santa Rosa CA 95403 Auto Repair 107237 Kyocera 1269 Corporate Center Pkwy Santa Rosa CA 95407 Software Services and Equipment 103776 5 212710 849442 76872 1062152 Service fees 624100 11427181 11427181 Work activities revenue 624310 826695 826695 Reimbursements 624310 504544 504544 12758420 261241 261241 5064059 6700 5195387 1385 -131328 5315 -126013 -126013 289182 212710 250341 38841 38841 Miscellaneous Income 561300 8127 8127 8127 14002768 12766547 0 174069 X 543536 429732 113804 7283262 6640414 449032 193816 634273 583057 39732 11484 685606 637156 33335 15115 221074 108448 109234 3392 197408 188576 8832 173647 164841 6817 1989 117994 117368 579 47 21036 15359 3785 1892 18410 18205 137 68 630884 597626 26867 6391 123908 117369 4359 2180 Vehicle expenses 397756 396158 1598 Supplies 350835 299891 50944 Repairs & maintenance 126475 99947 4548 21980 Telephone & data 110291 102208 5101 2982 40940 25379 4631 10930 11677335 10541734 863335 272266 893038 8500786 6892595 120078 252069 25000 1067482 1246657 2553 4481 92384 147794 14722876 3405272 9698649 11317604 4285980 4583772 11323 295525 23196073 26241697 1404488 1624259 0 267475 1404488 1891734 X 21790889 24257828 696 92135 21791585 24349963 23196073 26241697 2325433 242189 -38171 28927 0 X 0 1 X 1 0 X 672544 575761 3137364 2622611 1062152 8070432 13049659 13649609 13490148 13183176 12758420 66131012 218620 66878 58089 157960 289182 790729 13940823 14292248 16685601 15963747 14109754 74992173 103076 20024 70529 35070 30413 259112 0 103076 20024 70529 35070 30413 259112 74733061 22183 71180 48234 96172 261241 499010 22183 71180 48234 96172 261241 499010 13963006 14363428 16733835 16059919 14370995 75491183 0.99000 0.98690 0.00660 0.00900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1935000 1935000 7024569 1071103 5953466 11441 11441 840930 497470 343460 4910936 1836699 3074237 11317604 Operating lease liability 267475 267475 X 14457127 242190 242190 14214937 38171 -250340 -212169 14002768 11927675 250340 250340 11677335 0 11677335 Part X, Line 2: The Organization determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2023, the Organization had no unrecognized tax positions or uncertain tax positions requiring accrual. Therefore, no provision for income taxes has been provided in the financial statements. Exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for California. Part XI, Line 4b - Other Adjustments: Fundraising direct expenses -250,340. Part XII, Line 2d - Other Adjustments: Fundraising direct expenses 250,340. Dinner under the Stars 369872 202272 167600 56406 34970 105205 Crab Feed 71656 4314 67342 3339 15892 6108 1 60364 6124 54240 3596 7500 6000 11325 501892 212710 289182 63341 58362 6000 122638 250341 38841 X X X X 0 0 0 0 0 0 0 0 0 Luana Vaetoe Chief Executive Officer 283159 0 13913 0 0 0 2592 0 6212 0 305876 0 0 0 Paula Kraus Finley Chief of Services 199331 0 9701 0 0 0 8000 0 6330 0 223362 0 0 0 X Food and beverage 1 36278 Donor provided X Experiences 1 30011 Donor provided X Supplies 1 1000 Donor provided 0 1 0 Form 990, Part VI, Section B, line 11b The prepared Form 990, including the required schedules, was reviewed by the CEO and Finance Manager prior to filing with the IRS. The review consisted of reading and reconciling the Form 990 to the Organization's audited financial statements. The final 990 report is shared with the Organization's board. They approved this final document prior to filing the form. Form 990, Part VI, Section B, line 12c If any conflicts of interest occur, the conflicted board member will abstain from voting on the matter. If a conflict of interest occurs it is generally documented in the minutes of the applicable meeting. Form 990, Part VI, Section B, line 15a The Board reviews the CEO's compensation annually. Local salary surveys and related data are analyzed and discussed to determine the appropriate compensation package. Form 990, Part VI, Section C, line 19 The Organization makes its financial statements available to the public via the Organization's website. The Organization's governing documents and conflict of interest policy are available upon request. Form 990, Part IX, line 11g Professional fees: Program service expenses 108,448. Management and general expenses 109,234. Fundraising expenses 3,392. Total expenses 221,074.