2011-05-10T16:43:56-07:00 2010-09-30 990 2009-10-01 330086043 FAMILIES FORWARD FAMI 9495522727 9221 IRVINE BOULEVARD IRVINE CA 92618 Margaret Wakeham 9495522727 2011-05-10 2009 2016-02-24 21:20:13Z Margaret Wakeham 9221 Irvine Blvd Irvine CA 92618 3250125 0 X www.families-forward.org X 1984 CA The Organization exempt purpose is to help families in need achieve and maintain self-sufficiency through housing, counseling, education and other support services. 28 28 23 956 0 0 2594898 3118940 126648 113178 25056 18007 1350000 0 4096602 3250125 0 0 0 0 1127908 1317048 0 0 179922 1509196 1891107 2637104 3208155 1459498 41970 7216059 7310137 315355 356780 6900704 6953357 The Organization exempt purpose is th help families in need achieve and maintain self-sufficiency through housing, counseling, education and other support services. 0 0 1057941 0 113178 Transitional Housing is an intensive program that provides the resources and support necessary to help a family return to self-sufficiency. Each of our families works with a case manager to create and follow a plan designed to guide them back to financial independence. 47 Families were served. Donated furniture, food, gift cards and other items utilized in this program totaled $279,660. 1292237 0 0 Homeless Prevention and Emergency Assistance Programs: With people losing jobs at an unprecidented rate, the number of families in financial crisis skyrocketed. In some cases, eviction can be avoided entirely with a relatively small amount of financial assistance in subsidized rent, or use of the food pantry to help offset food costs and save money for rent or mortgage, use of career coaching to find a job and other similar services. Additionally, seasonal programs such as backpacks and school supplies, Thanksgiving dinner, supplies and support during the Holidays are provided. Approximately 8000 unduplicated individuals were served in this program throughout the year. Donated food and other items utilized in this program totaled $543,137. 490867 0 0 Rapid Re-housing: In an innovative partnership with several area apartment communities, we make apartments available to house homeless families under a program we term as "rapid re-housing". Families in this program receive subsidized rent. The subsidy is split between the apartment community and Families Forward. The program is designed so that families return to paying market rent by the 12th month. Wrap-around services like case management, counseling, food and career coaching and seminars are included as needed by clients. 40 Families were served in this program. Donated furniture, food, gift cards and other items utilized in this program totaled $98,841. 0 0 0 2841045 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 97 0 1 23 1 0 0 0 0 0 1 1 0 0 0 1 1 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Families Forward 9495522727 9221 Irvine Blvd Irvine CA 92618 Carmen Berrelleza 0.5 X 0 0 0 Marsha Burgess 0.5 X 0 0 0 Gerald Hirneise 0.5 X 0 0 0 Susan Holt 0.5 X 0 0 0 Teri Hoops 0.5 X 0 0 0 Debra Kassarjian 0.5 X 0 0 0 Dana Kovach 0.5 X 0 0 0 Robert Lambert 0.5 X 0 0 0 Suzanne Maddalon 0.5 X 0 0 0 Richard McNiven 0.5 X 0 0 0 Sharon Moseley 0.5 X 0 0 0 Vince Moseley 0.5 X 0 0 0 Greg Phillips 0.5 X 0 0 0 Ted Quilligan 0.5 X 0 0 0 Trish Scarborough 0.5 X 0 0 0 Erithe Smith 0.5 X 0 0 0 Jay Steinman 0.5 X 0 0 0 Suzanne Tague 0.5 X 0 0 0 Mike Trank 0.5 X 0 0 0 Sharon Valli 0.5 X 0 0 0 Ryan Warne McGraw 0.5 X 0 0 0 Kevin Andrade 1 X 0 0 0 William Claster 1 X 0 0 0 Nancy Chase 1 X 0 0 0 Kenneth Coulter 1 X 0 0 0 Allen Goh 1 X 0 0 0 Mark Harryman 1 X 0 0 0 Denise Hayes 1 X 0 0 0 Robert King 1 X 0 0 0 Hedy Kirsh 1 X 0 0 0 Dana Susson 1 X 0 0 0 Steve Thames 1 X 0 0 0 Margaret Wakeham 40 X 131610 0 0 Dianne Newman 25 X 84107 0 0 215717 0 0 1 0 0 0 0 13161 0 220517 0 1102123 1783139 890502 3118940 113178 113178 0 0 113178 18007 18007 0 0 0 0 0 0 0 0 0 0 0 0 0 0 220517 0 3250125 131185 0 0 0 0 0 0 0 0 0 0 215717 124415 71304 19998 0 0 0 0 911289 761880 52238 97171 56411 48748 1880 5783 44817 35046 5112 4659 88814 69969 9864 8981 0 0 0 0 0 0 0 0 23573 2153 21420 0 0 0 0 0 0 0 0 0 0 0 23812 18612 0 5200 21590 7451 415 13724 50004 36692 4219 9093 37628 27404 4032 6192 0 0 0 0 201465 193960 4994 2511 6355 5900 40 415 0 0 0 0 3600 2650 427 523 0 0 0 0 0 0 0 0 96532 87363 4510 4659 12438 10211 1214 1013 Program Expenses 496689 496689 0 0 Other Expenses 5519 0 5519 0 Donated Materials 911902 911902 0 0 3208155 2841045 187188 179922 0 2283442 2113767 157363 192227 0 0 0 0 0 0 0 0 0 0 46809 46120 4994650 653922 4289352 4340728 69244 241185 0 0 0 369849 376110 7216059 7310137 83075 119053 0 0 9707 15375 0 0 222573 222352 0 0 0 0 0 0 315355 356780 X 6616074 6621402 284630 331955 0 0 6900704 6953357 7216059 7310137 X 0 1 1 X 1 1 X 2156799 2036704 1968393 2594898 3118940 11875734 0 0 0 0 0 0 0 0 0 0 2156799 2036704 1968393 2594898 3118940 11875734 375000 11500734 59019 59539 15561 25056 18007 177182 0 0 0 0 0 0 0 0 0 0 12052916 0.95419 0.92353 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 2288341 0 2288341 2524517 0 547780 1976737 0 0 0 0 147240 0 88255 58985 34552 0 17887 16665 4340728 Assets held in charitable remainder trust 376110 376110 3250125 3208155 41970 10683 0 0 0 0 10683 52653 3312101 10683 42136 0 9157 61976 3250125 0 0 0 3250125 3259448 42136 0 0 9157 51293 3208155 0 0 0 3208155 SchD_P04_S00_L02b Schedule D, Part IV, Line 2b The organization is trustee and remainder beneficiary of an irrevocable charitable remainder annuity trust. This amount represents the present value of the expected future annuity payments to the donor and is recorded as Liability for Amounts Held for Others. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Temporarily restricted CHDO grant annual amortization. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Temporarily restricted annual amortization of CHDO Grant. Annual Gala 346667 216948 129719 0 0 50518 7174 18246 53781 Board Dinner 6596 3569 3027 0 0 3027 0 0 0 0 353263 220517 132746 0 0 53545 7174 18246 53781 132746 0 X 433791 Standard Cost X 2 23400 Market Rate X 1 60000 Market Rate X 183717 275575 Standard Cost X Rent Relief 27 97732 Actual Cost 0 0 1 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Family Relationship F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 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. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The policy is given to all directors at the first board meeting of the year. We insure that all directors sign, review their statements and follow up on any items of concern. F990_P06_S0B_L15 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 recommendatioon of the Executive Director and are subject to final approval by the Executive 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. F990_P06_S0C_L19 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. The Organization filed form 8868 and received an extension until May 15, 2011. The delay was due to the organizations need to wait until all associated audits were final to complete the 990 return.