2026-05-12T14:42:28-05:00 2025-09-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2024-10-01 330086043 FAMILIES FORWARD FAMI 9495522727 8 THOMAS IRVINE CA 92618 ERICA BERRIOS CFO 9495522727 2026-05-11 1 0 DAVID BROWNSTEIN P02510877 9494506200 2024 2025-03-06 01:10:19Z ERICA BERRIOS 8 THOMAS IRVINE CA 92618 15214997 0 X WWW.FAMILIES-FORWARD.ORG X 1984 CA THE MISSION OF FAMILIES FORWARD IS TO PREVENT AND END FAMILY HOMELESSNESS BY PROVIDING ACCESS TO HOUSING AND RESOURCES THAT CREATE LASTING STABILITY. 29 29 111 2000 0 0 10669115 10808014 1306118 1378626 319796 616062 -120552 -89885 12174477 12712817 2278751 3088702 0 0 4346074 4757794 0 0 604144 3335563 2958740 9960388 10805236 2214089 1907581 32396653 33884290 4671912 4256991 27724741 29627299 THE MISSION OF FAMILIES FORWARD IS TO PREVENT AND END FAMILY HOMELESSNESS BY PROVIDING ACCESS TO HOUSING AND RESOURCES THAT CREATE LASTING STABILITY. IN FY25, WE PROVIDED HOUSING, FOOD, AND SUPPORTIVE SERVICES TO MORE THAN 17,836 UNDUPLICATED INDIVIDUALS. 0 0 8720285 2814809 1240763 THE FAMILIES FORWARD HOUSING PROGRAM OFFERS HOUSING AND SUPPORTIVE SERVICES TO FAMILIES AT RISK OF OR EXPERIENCING HOMELESSNESS, GIVING FAMILIES STABILITY AND THE OPPORTUNITY TO THRIVE. OUR HOUSING PROGRAM PROVIDES FAMILIES WITH A WIDE RANGE OF HOUSING SOLUTIONS, INCLUDING HOMELESS PREVENTION SERVICES, EMERGENCY MOTEL STAYS, INTERIM HOUSING, RAPID REHOUSING, RENTAL ASSISTANCE, AND AFFORDABLE HOUSING OPPORTUNITIES. PERSONALIZED SUPPORTIVE SERVICES INCLUDE CAREER COACHING, MENTAL HEALTH COUNSELING, FINANCIAL LITERACY, CASE MANAGEMENT, AND HOUSING NAVIGATION. FAMILIES FORWARD PREVENTED OR ENDED HOMELESSNESS FOR 671 FAMILIES (2,289 CHILDREN AND THEIR PARENTS). DURING THE SAME TIME, 95% OF GRADUATING FAMILIES REMAINED STABLY HOUSED ONE YEAR AFTER COMPLETING ITS HOUSING PROGRAM. 968921 273893 137863 FAMILIES FORWARD PROVIDES COMPREHENSIVE COMMUNITY SERVICES INCLUDING FOOD ASSISTANCE, SEASONAL PROGRAMS, AND LINKAGES TO COMMUNITY SERVICES. THE FOOD PANTRY DISTRIBUTED 418,357 MEALS TO FAMILIES, ADULTS, AND SENIORS THROUGHOUT ORANGE COUNTY. BACKPACKS FILLED WITH SCHOOL SUPPLIES WERE DISTRIBUTED TO 798 LOCAL SCHOOL CHILDREN. FOR THANKSGIVING, 1,066 FAMILIES RECEIVED DONATED FOOD TO MAKE A CHERISHED HOLIDAY DINNER. IN THE HOLIDAY WISH PROGRAM, 2,410 CHILDREN RECEIVED GIFTS THROUGH THE GENEROSITY OF THE COMMUNITY. 9689206 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 1 132 0 1 111 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 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 ABBASI MARK DIRECTOR 1.00 X 0 0 0 ALDERS DANYELL DIRECTOR 1.00 X 0 0 0 BECHTLOFF CARISSA DIRECTOR 1.00 X 0 0 0 BROOKS BILL DIRECTOR 11.00 X 0 0 0 CALI TRISTEN DIRECTOR 1.00 X 0 0 0 CAO VICTOR DIRECTOR, PRESIDENT 1.00 X X 0 0 0 CERDA MAYRA DIRECTOR 1.00 X 0 0 0 CHAMKASEM DEBBIE DIRECTOR, SECRETARY 1.00 X X 0 0 0 CHASE NANCY DIRECTOR 1.00 X 0 0 0 COOPER JUDY DIRECTOR 1.00 X 0 0 0 CURTIS BERRY DIRECTOR 1.00 X 0 0 0 DESLATTE DENNIS DIRECTOR, TREASURER 1.00 X X 0 0 0 ENGSTROM MARK DIRECTOR 1.00 X 0 0 0 ERICKSON RUSSELL JACQUELINE DIRECTOR 1.00 X 0 0 0 HANNAH NICKEYA DIRECTOR 1.00 X 0 0 0 HERING PETER DIRECTOR 1.00 X 0 0 0 KAUFMAN MICHAEL DIRECTOR 1.00 X 0 0 0 KIM JAMES DIRECTOR 1.00 X 0 0 0 MANTHA BHAVNA DIRECTOR 1.00 X 0 0 0 MCCLINTIC SUSAN DIRECTOR 1.00 X 0 0 0 MERAZ NICK DIRECTOR 1.00 X 0 0 0 POLLARD KIMBERLY DIRECTOR 1.00 X 0 0 0 MOKROHISKY CHRISTY DIRECTOR 1.00 X 0 0 0 RASULI JOSEPH DIRECTOR 1.00 X 0 0 0 REMINGTON SMITHSON DANNI DIRECTOR 1.00 X 0 0 0 ROMANO BRAD DIRECTOR 1.00 X 0 0 0 SHEN KATHERINE DIRECTOR 1.00 X 0 0 0 SPEIR VINITA DIRECTOR 1.00 X 0 0 0 STARR KATE DIRECTOR 1.00 X 0 0 0 HIRNEISE MADELYNN CHIEF EXECUTIVE OFFICER 40.00 X 207653 0 14785 SILVA MICHELE CHIEF ADVANCEMENT OFFICER 40.00 X 177831 0 23175 MOHENDRA NISHTHA CHIEF PROGRAM OFFICER 40.00 X 160868 0 11130 BERRIOS ERICA CHIEF FINANCIAL OFFICER 40.00 X 138283 0 17921 684635 0 67011 4 0 1 0 0 509445 4892982 5405587 605368 10808014 CLIENT RENT & UTILITY REIMBURSEME 624200 1378626 1378626 1378626 233308 233308 2736599 2353845 382754 382754 382754 58450 509445 148335 -89885 -89885 12712817 1378626 0 526177 3088702 3088702 773217 382363 158621 232233 3307900 3138968 136956 31976 49645 49645 334501 301978 20138 12385 292531 254502 20477 17552 346959 117105 65175 164679 18994 18994 125919 22322 1796 101801 58629 46819 4000 7810 148487 133639 7424 7424 690474 667799 11796 10879 49574 48233 335 1006 93744 93744 475779 461505 9516 4758 181520 162440 9695 9385 DONATED MATERIALS 677551 677551 BANK CHARGES 42660 0 42660 0 STAFF DEVELOPMENT AND M 35437 30830 2481 2126 DUES AND SUBSCRIPTIONS 13013 11061 1822 130 10805236 9689206 511886 604144 78428 2916 2570034 1917218 483872 1875132 146658 248837 27953362 3957734 24037844 23995628 4973975 5817832 105842 26727 32396653 33884290 459433 484093 1292973 1008091 2701151 2631381 218355 133426 4671912 4256991 X 24425039 24993954 3299702 4633345 27724741 29627299 32396653 33884290 1907581 -5023 0 X X 0 1 X 1 1 1 X 13756276 11427219 10864464 10669115 10808014 57525088 13756276 11427219 10864464 10669115 10808014 57525088 2172030 55353058 40298 94201 144068 319796 233308 831671 92487 92487 58449246 4777857 0.94700 0.97010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 372558 39764 412322 296716 75842 372558 275369 21347 296716 148251 155000 -27882 275369 138112 10139 148251 1.00000 0 0 13144859 13144859 12622831 3345397 9277434 45000 45000 0 2140672 567337 1573335 23995628 CLIENT DEPOSITS 106698 OPERATING LEASE LIABILITIES 26728 133426 X 14354715 -5023 1646921 1641898 12712817 0 12712817 12452157 1646921 1646921 10805236 0 10805236 PART V, LINE 4: PURSUANT TO A GIFT AGREEMENT DATED DECEMBER 10, 2014, THE DONORS FUNDED A PERMANENTLY RESTRICTED GIFT, HEREIN REFERRED TO AS AN ENDOWMENT (THE NANCY FUND) OF $100,000. THE GIFT AGREEMENT WAS AMENDED IN 2022 TO INCREASE THE ENDOWMENT TO $255,000. THE PERMANENT ENDOWMENT INVESTMENTS OF $412,028 AND $372,558 ARE INCLUDED IN NONCURRENT ASSETS IN THE STATEMENTS OF FINANCIAL POSITION AT SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY. THE ENDOWMENT WILL DISTRIBUTE AN ANNUAL AMOUNT OF UP TO BUT NOT MORE THAN 5% OF ITS THREE-YEAR AVERAGE VALUE FOR THE PURPOSE OF SUPPORTING CHILDRENS NEEDS. THE ORIGINAL GIFT AMOUNT WILL BE DESIGNATED AS PRINCIPAL AND WILL REMAIN IN THE ENDOWMENT IN PERPETUITY TO GENERATE FUTURE INCOME FOR DISTRIBUTION. ANY DISTRIBUTIONS FROM THE ENDOWMENT 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. THE ORGANIZATIONS LONG-TERM INVESTMENT POLICY IS THAT NO MORE THAN 5% OF THE INVESTMENT PORTFOLIO SHALL BE PLACED IN ANY ONE SECURITY OR FUND, WITH THE EXCEPTION OF A MONEY MARKET FUND OR A BROADLY DIVERSIFIED MUTUAL FUND OR EXCHANGE-TRADED FUND. AS OF SEPTEMBER 30, 2025, THE INVESTMENT RESTRICTED FOR PERMANENT ENDOWMENT WAS COMPRISED OF AN EQUITY FUND THAT ALLOCATES ITS ASSETS AMONG UNDERLYING FUNDS THAT REPRESENT A VARIETY OF DIFFERENT ASSET CLASSES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND SIMILAR PROVISIONS OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FAMILIES FORWARD'S RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY THREE TO FOUR YEARS AFTER THE RETURNS ARE FILED. ANNUAL GALA 567895 509445 58450 23164 94951 21564 8656 567895 509445 58450 23164 94951 21564 8656 148335 -89885 0 HOUSING 4615 2595391 219418 COST-FOOD/HSEHOLD GOODS;FMV-GIFTCARDS/VARIOUS SVCS HOUSING, RENTAL ASSISTANCE, 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. COMMUNITY SERVICES 19466 273893 COST-FOOD/HSEHOLD GOODS;FMV-GIFTCARDS/VARIOUS SVCS FOOD, HOUSEHOLD GOODS, REFERRAL SVCS, BACKPACKS AND SCHOOL SUPPLIES, CLOTHING/HOUSEHOLD ITEMS, TOYS, HOLIDAY GIFTS AND GIFT CARDS. FORM 990, SCHEDULE I, PART III, COLUMN B, NUMBER OF RECIPIENTS THERE WERE 4,615 RECIPIENTS OF ASSISTANCE THROUGH THE HOUSING PROGRAM. PLEASE NOTE THAT THIS NUMBER WAS UNDUPLICATED RECIPIENTS. THERE WERE 418,357 MEALS DISTRIBUTED THROUGH THE COMMUNITY SERVICES 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 HIRNEISE MADELYNN CHIEF EXECUTIVE OFFICER 204502 0 3151 0 0 0 14785 0 0 0 222438 0 0 0 SILVA MICHELE CHIEF ADVANCEMENT OFFICER 175196 0 2635 0 0 0 12295 0 10880 0 201006 0 0 0 MOHENDRA NISHTHA CHIEF PROGRAM OFFICER 158483 0 2385 0 0 0 11130 0 0 0 171998 0 0 0 BERRIOS ERICA CHIEF FINANCIAL OFFICER 135835 0 2448 0 0 0 11307 0 6614 0 156204 0 0 0 X 176700 STANDARD COST X 362558 35016 STANDARD COST X HOLIDAY WISH PROGRAM/BACK TO SCHOOL SUPPLIES 46370 393652 STANDARD COST 0 1 0 PART I, COLUMN (B): PART I, COLUMN A REPRESENTS NUMBER OF ITEMS CONTRIBUTED. 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 TEAM. 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 CONFLICT OF INTEREST 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 TWO 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 CEO. THE CEO 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 XII, LINE 2C: 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 2025. FORM 990, PART IX, LINE 2 GRANTS AND ASSISTANCE THE TOTAL AMOUNT OF GRANTS AND ASSISTANCE PROVIDED TO INDIVIDUALS BY THE ORGANIZATION 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 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, TO PROPERLY REFLECT THE TOTAL PROGRAM EXPENSE. SEE SCHEDULE I FOR MORE DETAILS.