2025-03-20T11:02:47-05:00 2024-09-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2023-10-01 330086043 FAMILIES FORWARD FAMI 9495522727 8 THOMAS IRVINE CA 92618 MADELYNN HIRNEISE CEO 9495522727 2025-03-20 1 0 DAVID BROWNSTEIN P02510877 9494506200 2023 2025-03-06 01:10:19Z MADELYNN HIRNEISE 8 THOMAS IRVINE CA 92618 13007552 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. 30 30 111 1200 0 0 10864464 10669115 710371 1306118 144068 319796 -100493 -120552 11618410 12174477 1915117 2278751 0 0 4643499 4346074 0 0 541041 4176281 3335563 10734897 9960388 883513 2214089 28789510 32396653 4078962 4671912 24710548 27724741 THE MISSION OF FAMILIES FORWARD IS TO PREVENT AND END FAMILY HOMELESSNESS BY PROVIDING ACCESS TO HOUSING AND RESOURCES THAT CREATE LASTING STABILITY. IN FY24, WE PROVIDED HOUSING, FOOD, AND SUPPORTIVE SERVICES TO MORE THAN 15,995 UNDUPLICATED INDIVIDUALS. 0 0 8066187 2050876 1743146 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, FINANCIAL LITERACY, CASE MANAGEMENT, AND HOUSING NAVIGATION. FAMILIES FORWARD PREVENTED OR ENDED HOMELESSNESS FOR 624 FAMILIES (2,197 CHILDREN AND THEIR PARENTS). 896243 227875 193683 FAMILIES FORWARD PROVIDES COMPREHENSIVE COMMUNITY SERVICES INCLUDING FOOD ASSISTANCE, SEASONAL PROGRAMS, AND LINKAGES TO COMMUNITY SERVICES. THE FOOD PANTRY DISTRIBUTED 62,440 MEALS TO FAMILIES, ADULTS, AND SENIORS THROUGHOUT ORANGE COUNTY. BACKPACKS FILLED WITH SCHOOL SUPPLIES WERE DISTRIBUTED TO 1,391 LOCAL SCHOOL CHILDREN. FOR THANKSGIVING, 933 FAMILIES RECEIVED BASKETS OF DONATED FOOD TO MAKE A CHERISHED HOLIDAY DINNER. IN THE HOLIDAY WISH PROGRAM, 2,061 CHILDREN RECEIVED GIFTS THROUGH THE GENEROSITY OF THE COMMUNITY. 8962430 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 30 30 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 MARK ABBASI DIRECTOR 0.50 X 0 0 0 DANYELL ALDERS DIRECTOR 0.50 X 0 0 0 CARISSA BECHTLOFF DIRECTOR 0.50 X 0 0 0 TRISTEN CALI DIRECTOR 0.50 X 0 0 0 VICTOR CAO DIRECTOR 0.50 X 0 0 0 MAYRA CERDA DIRECTOR 0.50 X 0 0 0 DEBBIE CHAMKASEM DIRECTOR, SECRETARY 0.50 X 0 0 0 NANCY CHASE DIRECTOR 0.50 X 0 0 0 JUDY COOPER DIRECTOR 0.50 X 0 0 0 DENNIS DESLATTE DIRECTOR, TREASURER 0.50 X 0 0 0 MARK ENGSTROM DIRECTOR 0.50 X 0 0 0 JACQUELINE ERICKSON RUSSELL DIRECTOR 0.50 X 0 0 0 YANN DE FABRIQUE DIRECTOR 0.50 X 0 0 0 NICKEYA HANNAH DIRECTOR 0.50 X 0 0 0 PETER HERING DIRECTOR 0.50 X 0 0 0 MICHAEL KAUFMAN DIRECTOR 0.50 X 0 0 0 JAMES KIM DIRECTOR 0.50 X 0 0 0 BHAVNA MANTHA DIRECTOR 0.50 X 0 0 0 SUSAN MCCLINTIC DIRECTOR 0.50 X 0 0 0 NICK MERAZ DIRECTOR 0.50 X 0 0 0 CHRISTY MOKROHISKY DIRECTOR 0.50 X 0 0 0 KARIN PEARSON DIRECTOR, PRESIDENT 0.50 X 0 0 0 JON RADUS DIRECTOR 0.50 X 0 0 0 JOSEPH RASULI DIRECTOR 0.50 X 0 0 0 DANNI REMINGTON SMITHSON DIRECTOR 0.50 X 0 0 0 BRAD ROMANO DIRECTOR 0.50 X 0 0 0 KITTY SHEN DIRECTOR 0.50 X 0 0 0 DAVID SNOW DIRECTOR 0.50 X 0 0 0 VINITA SPEIR DIRECTOR 0.50 X 0 0 0 KATE STARR DIRECTOR 0.50 X 0 0 0 MADELYNN HIRNEISE CHIEF EXECUTIVE OFFICER 40.00 X 198521 0 14275 MICHELE SILVA CHIEF ADVANCEMENT OFFICER 40.00 X 171820 0 22429 NISHTHA MOHENDRA CHIEF PROGRAM OFFICER 40.00 X 152424 0 10720 ERICA BERRIOS CHIEF FINANCIAL OFFICER 40.00 X 139274 0 17285 662039 0 64709 4 0 1 0 0 566645 5524323 4578147 1060408 10669115 CLIENT RENT & UTILITY REIMBURSEME 624200 1306118 1306118 1306118 248544 248544 745584 674332 71252 71252 71252 38191 566645 158743 -120552 -120552 12174477 1306118 0 199244 2278751 2278751 751477 370096 154889 226492 2995095 2860777 117046 17272 223754 212520 9180 2054 109486 106042 4473 -1029 266262 231648 18638 15976 200456 70300 31297 98859 19231 19231 406957 235123 20125 151709 184848 160818 12939 11091 723406 712204 5524 5678 28572 27429 286 857 96369 96369 422202 409536 8444 4222 148145 131972 8313 7860 DONATED MATERIALS 1058845 1058845 BANK CHARGES 46532 46532 9960388 8962430 456917 541041 -140146 78428 2055372 2570034 691898 483872 201052 146658 27519799 3481955 21778174 24037844 4019588 4973975 183572 105842 28789510 32396653 373874 459433 640440 1292973 2768294 2701151 296354 218355 4078962 4671912 X 23256690 24425039 1453858 3299702 24710548 27724741 28789510 32396653 2214089 800104 0 X X 0 1 X 1 1 1 X 8049371 13756276 11427219 10864464 10669115 54766445 8049371 13756276 11427219 10864464 10669115 54766445 934238 53832207 32227 40298 94201 144068 319796 630590 92487 92487 55489522 3880238 0.97010 0.96810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 296716 75842 372558 275369 21347 296716 148251 155000 -27882 275369 138112 10139 148251 117619 20493 138112 0 0 13144859 13144859 12395905 3119571 9276334 45000 45000 0 1934035 317384 1616651 24037844 CLIENT DEPOSITS 100585 OPERATING LEASE LIABILITIES 117770 218355 X 12991871 800104 17290 817394 12174477 0 12174477 9977678 17290 17290 9960388 0 9960388 PART V, LINE 4: PURSUANT TO A GIFT AGREEMENT AMENDED AUGUST 4, 2022, DONORS FUNDED THE DONOR RESTRICTED FUNDING (THE NANCY FUND) OF $100,000. THE GIFT AGREEMENT WAS AMENDED IN 2022 TO INCREASE THE ENDOWMENT TO $255,000. THE INVESTMENTS RESTRICTED FOR PERMANENT ENDOWMENT OF $372,558 AND $296,716 ARE INCLUDED IN NONCURRENT ASSETS IN THE STATEMENTS OF FINANCIAL POSITION AT SEPTEMBER 30, 2024 AND 2023, 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 CHILDREN'S 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 ORGANIZATION'S 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, 2024, 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 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, 2024, 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, 2024, AND SUBSEQUENT. ANNUAL GALA 604836 566645 38191 125151 25045 8547 604836 566645 38191 125151 25045 8547 158743 -120552 0 HOUSING 3665 1792544 258332 COST-FOOD/HSEHOLD GOODS;FMV-GIFTCARDS/VARIOUS SVCS HOUSING, DENTAL, MEDICAL AND MENTAL HEALTH SVCS, 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 16544 227875 COST-FOOD/HSEHOLD GOODS;FMV-GIFTCARDS/VARIOUS SVCS FOOD, HOUSEHOLD GOODS, REFERRAL SVCS, BACKPACKS AND SCHOOL SUPPLIES, CLOTHING/HOUSEHOLD ITEMS, TOYS, HOLIDAY GIFTS, GIFT CARDS, AND FOOD BASKETS. FORM 990, SCHEDULE I, PART III, COLUMN B, NUMBER OF RECIPIENTS THERE WERE 3,665 RECIPIENTS OF ASSISTANCE THROUGH THE HOUSING PROGRAM. PLEASE NOTE THAT THIS NUMBER WAS UNDUPLICATED RECIPIENTS. THERE WERE 62,444 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 MADELYNN HIRNEISE CHIEF EXECUTIVE OFFICER 198521 0 0 0 0 0 14275 0 0 0 212796 0 0 0 MICHELE SILVA CHIEF ADVANCEMENT OFFICER 171820 0 0 0 0 0 12052 0 10377 0 194249 0 0 0 NISHTHA MOHENDRA CHIEF PROGRAM OFFICER 152424 0 0 0 0 0 10720 0 0 0 163144 0 0 0 ERICA BERRIOS CHIEF FINANCIAL OFFICER 139274 0 0 0 0 0 11244 0 6041 0 156559 0 0 0 X 45839 STANDARD COST X 175135 359940 STANDARD COST X HOLIDAY WISH PROGRAM/BACK TO SCHOOL SUPPLIES 0 418581 STANDARD COST X REAL ESTATE IMPROVEMENTS 0 174775 STANDARD COST X GIFT CARDS 0 61272 STANDARD COST 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 YEAR. 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 2024. 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.