2023-07-28T13:07:48-05:00 2022-09-30 330155525 SINGERLEWAK LLP 18400 VON KARMAN AVE SUITE 110 IRVINE CA 92612 990 2021-10-01 330086043 FAMILIES FORWARD FAMI 9495522727 8 THOMAS IRVINE CA 92618 MADELYNN HIRNEISE CEO 9495522727 2023-07-24 1 MADELYNN HIRNEISE XXX-XX-XXXX JONATHAN P SCHUBERT P00032866 9496230540 2023-07-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MADELYNN HIRNEISE 8 THOMAS IRVINE CA 92618 16879402 0 X WWW.FAMILIES-FORWARD.ORG X 1984 CA FAMILIES FORWARD'S MISSION IS TO PREVENT AND END FAMILY HOMELESSNESS. 27 27 57 489 0 0 19281853 11427219 601663 781079 39592 605801 -9103 -27582 19914005 12786517 4546647 2958430 0 0 4568284 5352540 0 0 657540 1001151 3739164 10116082 12050134 9797923 736383 27102882 26874328 3687759 3383602 23415123 23490726 THE ORGANIZATION'S EXEMPT PURPOSE IS TO PREVENT AND END FAMILY HOMELESSNESS BY PROVIDING ACCESS TO HOUSING AND RESOURCES THAT CREATE LASTING STABILITY. 0 0 9187743 2512708 781079 THE FAMILIES FORWARD HOUSING PROGRAM OFFERS HOUSING AND SUPPORTIVE SERVICES TO FAMILIES AT RISK FOR OR EXPERIENCING HOMELESSNESS, ENABLING FAMILIES TO REGAIN AND MAINTAIN SELF-SUFFICIENCY AND FINANCIAL STABILITY. OUR HOUSING PROGRAM PROVIDES FAMILIES WITH A WIDE RANGE OF HOUSING SOLUTIONS, INCLUDING EMERGENCY MOTEL STAYS, BRIEF INTERIM HOUSING SUPPORT, RAPID RE-HOUSING ASSISTANCE, RENTAL ASSISTANCE, AND AFFORDABLE HOUSING OPPORTUNITIES. FAMILIES FORWARD SUCCESSFULLY PREVENTED OR ENDED HOMELESSNESS FOR 679 FAMILIES (2,354 CHILDREN AND THEIR PARENTS) AND SERVED MORE THAN 12,045 UNDUPLICATED INDIVIDUALS. ONE YEAR AFTER COMPLETING THE PROGRAM, 97% OF FAMILIES REMAINED STABLY HOUSED. 1629786 445722 FAMILIES FORWARD PROVIDES COMPREHENSIVE SUPPORTIVE SERVICES INCLUDING FOOD ASSISTANCE, MENTAL HEALTH COUNSELING, CAREER COACHING, FINANCIAL AND LIFE SKILLS EDUCATION. THE FOOD PANTRY DISTRIBUTED 32,820 MEALS TO FAMILIES, ADULTS, AND SENIORS. THROUGH CAREER COACHING, 112 INDIVIDUALS DEVELOPED CRITICAL SKILLS TO FIND A JOB AND INCREASE THEIR INCOME. CHILDREN AND ADULTS RECEIVED MENTAL HEALTH SUPPORT THROUGH 493 COUNSELING SESSIONS. BACKPACKS FULL OF SCHOOL SUPPLIES WERE DISTRIBUTED TO 1,272 LOCAL SCHOOL CHILDREN. FOR THANKSGIVING, 875 FAMILIES RECEIVED BASKETS OF DONATED FOOD TO MAKE A TRADITIONAL HOLIDAY DINNER. IN THE ADOPT-A-FAMILY PROGRAM, 2,404 CHILDREN RECEIVED HOLIDAY GIFTS THROUGH THE GENEROSITY OF THE COMMUNITY. 10817529 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 161 0 1 57 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ERICA BERRIOS 9495522727 8 THOMAS IRVINE CA 92618 MADELYNN HIRNEISE EXECUTIVE DIRECTOR 40.00 X 160279 0 11219 MICHELE SILVA CAO 40.00 X 147568 0 10330 DANIELLE DEBERG CONTROLLER 40.00 X 107650 0 7536 ROBERT DAVIS DIRECTOR, PRESIDENT 0.50 X X 0 0 0 RYAN WARNE-MCGRAW DIRECTOR, SECRETARY 0.50 X X 0 0 0 MARTHA BAYER DIRECTOR, TREASURER 0.50 X X 0 0 0 NANCY CHASE DIRECTOR 0.50 X 0 0 0 BRAD COMP DIRECTOR 0.50 X 0 0 0 TRISH SCARBOROUGH DIRECTOR 0.50 X 0 0 0 ANA MENDOZA DIRECTOR 0.50 X 0 0 0 DAVID SNOW DIRECTOR 0.50 X 0 0 0 MARGARET ENGLISH DIRECTOR 0.50 X 0 0 0 KARIN PEARSON DIRECTOR 0.50 X 0 0 0 JON RADUS DIRECTOR 0.50 X 0 0 0 DEBBIE THOMSEN DIRECTOR 0.50 X 0 0 0 VICTOR CAO DIRECTOR 0.50 X 0 0 0 NICK MERAZ DIRECTOR 0.50 X 0 0 0 VINITA SPEIR DIRECTOR 0.50 X 0 0 0 SUSAN MCCLINTIC DIRECTOR 0.50 X 0 0 0 TRISTEN CALI DIRECTOR 0.50 X 0 0 0 DENNIS DESLATTE DIRECTOR 0.50 X 0 0 0 PETER HERING DIRECTOR 0.50 X 0 0 0 KATHERINE SHEN DIRECTOR 0.50 X 0 0 0 DANYELL ALDERS DIRECTOR 0.50 X 0 0 0 MAYRA CERDA DIRECTOR 0.50 X 0 0 0 JOSEPH RASULI DIRECTOR 0.50 X 0 0 0 CHRISTY MOKROHISKY DIRECTOR 0.50 X 0 0 0 JUDY COOPER DIRECTOR 0.50 X 0 0 0 JAMES KIM DIRECTOR 0.50 X 0 0 0 YANN DE FABRIQUE DIRECTOR 0.50 X 0 0 0 415497 0 29085 3 0 1 0 0 346387 7396193 3684639 1050814 11427219 CLIENT RENT AND UTILITY PAYMENTS 624200 781079 781079 781079 94201 94201 3499038 1065000 3505117 547321 -6079 517679 511600 511600 12865 346387 40447 -27582 -27582 12786517 781079 0 578219 X 2958430 2958430 578550 306613 87133 184804 4030118 3656841 235474 137803 281277 241899 19689 19689 116741 100397 8172 8172 345854 297434 24210 24210 479033 186823 100597 191613 379550 301109 27758 50683 141823 121967 9928 9928 655755 637945 8500 9310 17262 16571 173 518 89213 89213 255714 222471 17900 15343 79832 72366 3992 3474 PROGRAM EXPENSES 837284 837284 DONATED MATERIALS 705948 705948 CLOSING & COMMISSION FE 39736 39736 BANK CHARGES 29546 29546 28468 24482 1993 1993 12050134 10817529 575065 657540 644190 100468 940910 2515661 2394596 1130015 276109 101610 22444527 2625355 19026629 19819172 3375159 3207402 445289 0 27102882 26874328 437196 551043 169211 0 1794278 2691384 1287074 141175 3687759 3383602 X 21621875 22027712 1793248 1463014 23415123 23490726 27102882 26874328 X 736383 -635897 47708 -72591 X X 0 1 X 1 1 1 X 4999096 5665398 8049371 13756276 11427219 43897360 4999096 5665398 8049371 13756276 11427219 43897360 1387932 42509428 31093 51981 32227 40298 94201 249800 44147160 2447521 0.96290 0.96210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 148251 -27882 120369 138112 10139 148251 117619 20493 138112 115599 2020 117619 109270 6329 115599 0 0 7353858 7353858 7216762 2162886 5053876 45000 45000 0 7828907 417469 7411438 19819172 CLIENT DEPOSITS 74655 NOTES PAYABLE - CURRENT 66520 141175 X 12173445 -635897 47708 -24883 -613072 12786517 0 12786517 12097842 47708 47708 12050134 0 12050134 PART IV, LINE 2B: IN THE PAST, THE ORGANIZATION HAS BEEN TRUSTEE AND REMAINDER BENEFICIARY OF AN IRREVOCABLE CHARTIABLE REMAINDER TRUST. THAT CHARITABLE REMAINDER TRUST DISSOLVED IN MAY OF 2022 AND PROCEEDS WERE DISTRIBUTED TO FAMILIES FORWARD. PART V, LINE 4: PURSUANT TO A GIFT AGREEMENT DATED DECEMBER 10, 2014, DONORS FUNDED THE DONOR RESTRICTED FUNDING (THE NANCY FUND) OF $100,000. THE RESTRICTED FUNDING WILL DISTRIBUTE AN ANNUAL AMOUNT OF UP TO BUT NOT MORE THAN 5% OF ITS THREE-YEAR AVERAGE VALUE FOR THE PURPOSE OF SUPPORTING CHILDREN'S NEEDS. THE ORIGINAL GIFT AMOUNT WILL BE DESIGNATED AS PRINCIPAL AND WILL REMAIN IN THE DONOR RESTRICTED FUND IN PERPETUITY TO GENERATE FUTURE INCOME FOR DISTRIBUTION. ANY DISTRIBUTIONS FROM THE RESTRICTED FUNDING WILL BE USED SPECIFICALLY TO ALLOCATE DIRECT GRANTS TO PROVIDE CHILDREN WITH FUNDING TO ENROLL IN ENRICHMENT PROGRAMS, PARTICIPATE IN SPECIAL OCCASIONS, OR RECEIVE VITAL FEES, EQUIPMENT, OR MATERIALS TO SUCCEED. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS TAX PROVISIONS FOR ANY POTENTIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS WHICH ARE NOT DEEMED MORE LIKELY THAN NOT TO BE SUSTAINED IF CHALLENGED. THE ORGANIZATION'S FEDERAL INCOME TAX AND INFORMATIONAL RETURNS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2018, AND SUBSEQUENT, REMAIN OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE RETURNS FOR CALIFORNIA, THE ORGANIZATION'S ONLY STATE JURISDICTION, REMAIN OPEN FOR EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2017, AND SUBSEQUENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON CHARITABLE REMAINDER TRUST -24,883. ANNUAL GALA 359252 346387 12865 40447 359252 346387 12865 40447 40447 -27582 1 HOUSING - 2354 2512708 COST-HOUSING/STD COST-FOOD/HSEHOLD GOODS;FMV-GIFTCARDS/VARIOUS SVCS HOUSING, FOOD & HOUSEHOLD GOODS,COUNSELING SVCS, LIFE SKILLS SVCS, REFERRAL SVCS, CAREER COACHING, FURNITURE AND HOME ACCESSORIES, CAR REPAIR, COMPUTER, CLOTHING, GIFT CARDS, CHILDCARE, OTHER CLIENT SERVICES HOMELESS PREVENTION - 32820 445722 COST-FOOD/HSEHOLD GOODS/CAREER COACHING/HEALTH SVCS;FMV-SCHOOL SUPPLIES/ FOOD, HOUSEHOLD GOODS, REFERRAL SVCS AND LIFE SKILLS SVCS, BACKPACKS AND SCHOOL SUPPLIES, CLOTHING/HOUSEHOLD ITEMS, TOYS, HOLIDAY GIFTS AND & GIFT CARDS, COMMUNITY COUNSELING, FOOD BASKETS AND GIFT CARDS, CAREER COACHING/WORKSHOPS, DENTAL, MEDICAL & MENTAL HEALTH SVCS, RENTAL ASSISTANCE FORM 990, SCHEDULE I, PART III, COLUMN B, NUMBER OF RECIPIENTS THERE WERE 2,354 RECIPIENTS OF ASSISTANCE THROUGH THE HOUSING PROGRAM. PLEASE NOTE THAT THIS NUMBER WAS UNDUPLICATED RECIPIENTS. THERE WERE 32,820 RECIPIENTS OF ASSISTANCE THROUGH THE HOMELESS PREVENTION PROGRAM. PLEASE NOTE THAT THIS NUMBER INCLUDES DUPLICATED RECIPIENTS AS SOME INDIVIDUALS RECEIVED MULTIPLE SERVICES. X X X 0 0 0 0 0 0 0 0 0 MADELYNN HIRNEISE EXECUTIVE DIRECTOR 160279 0 0 0 0 0 11219 0 0 0 171498 0 0 0 MICHELE SILVA CAO 147568 0 0 0 0 0 10330 0 0 0 157898 0 0 0 X 395441 X 163583 269912 STANDARD COST X FAMILY GIFTS 0 268235 X MISCELLANEOUS 0 54163 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX REVIEW POLICY PROCEDURE IS THAT AFTER THE FORM 990 IS PREPARED, IT IS FIRST REVIEWED BY THE EXECUTIVE COMMITTEE. IT IS THEN REVIEWED BY THE ENTIRE BOARD WITH TIME FOR COMMENTS/CHANGES BEFORE BEING FINALIZED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS GIVEN TO ALL DIRECTORS AT THE FIRST BOARD MEETING OF THE YEAR. WE ENSURE THAT ALL DIRECTORS SIGN, REVIEW THEIR STATEMENTS AND FOLLOW UP ON ANY ITEMS OF CONCERN. FORM 990, PART VI, SECTION B, LINE 15 A GUIDELINE OF SALARY RANGES FOR ALL EMPLOYEES IS SET WITHIN THE 50TH AND 100TH PERCENTILE FOR LIKE POSITIONS IN ORANGE COUNTY. THE MOST RECENT YEAR NON-PROFIT SALARY SURVEY DISTRIBUTED BY THE CENTER FOR NON-PROFIT MANAGEMENT IS USED TO DEVELOP THE RANGES FOR ALL POSITIONS. ALL RANGES ARE REVIEWED EVERY 2 YEARS. THE FINANCE COMMITTEE ANNUALLY RECOMMENDS A POOL OF DOLLARS TO BE ALLOCATED TO SALARY ADJUSTMENTS. THE HUMAN RESOURCES COMMITTEE REVIEWS THE RECOMMENDATION AND PROCESS FOR DETERMINING THE ADJUSTMENT. ALL STAFF RAISES ARE MADE UPON THE RECOMMENDATION OF THE EXECUTIVE DIRECTOR AND ARE SUBJECT TO FINAL APPROVAL BY THE HUMAN RESOURCES COMMITTEE. THE EXECUTIVE DIRECTOR COMPENSATION IS SET AND APPROVED BY THE EXECUTIVE COMMITTEE. THE TOTAL SALARY RECOMMENDATION IS APPROVED BY THE BOARD AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. OUR LATEST ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE OR UPON REQUEST. FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 2 GRANTS AND ASSISTANCE: THE TOTAL AMOUNT OF GRANTS AND ASSISTANCE PROVIDED TO INDIVIDUALS BY THE ORGANIZATION TOTALED $2,958,430 FOR THE YEAR. THIS AMOUNT IS REPORTED ON LINE 2 OF THE FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES. THE VARIOUS AMOUNTS ARE ALSO INCLUDED IN THE THE FOLLOWING EXPENSE CATEGORIES, PROGRAM EXPENSES, DONATED MATERIALS,AND OCCUPANCY. AS THE GRANTS ARE REPORTED TWICE, ON LINE 2 AND THE DETAILED EXPENSE CATEGORIES, THERE IS A CONTRA ACCOUNT, LESS ASSISTANCE TO INDIVIDUALS, IN THE AMOUNT OF ($2,958,430) TO PROPERLY REFLECT THE TOTAL PROGRAM EXPENSE. SEE SCHEDULE I FOR MORE DETAILS. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON CHARITABLE REMAINDER TRUST - RESTRICTED ACTIVITY -24,883. DONATED SERVICES AND USE OF FACILITES -47,708. FORM 990, PART XII LINE 2C AUDIT COMMITTEE: THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN FY 2022.