2025-05-06T09:25:01-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1 MONTGOMERY STREET SUITE 1700 SAN FRANCISCO CA 94104 990 2023-07-01 753149095 ON THE MOVE ONTH 7072519432 780 LINCOLN AVENUE NAPA CA 94558 JOHN WAY CHIEF FINANCIAL OFFICER 7072519432 2025-05-03 1 0 ROGER BULOSAN P00221282 4154326200 2025-05-03 2023 2025-03-06 01:10:19Z JOHN WAY 780 LINCOLN AVENUE NAPA CA 94558 9362015 0 X WWW.ONTHEMOVEBAYAREA.ORG X 2004 CA ON THE MOVE ("OTM") PARTNERS WITH COMMUNITIES AND MOBILIZES EMERGING LEADERS TO TAKE ACTION IN PURSUIT OF SOCIAL EQUALITY. 7 7 111 75 0 0 8839256 8335195 32613 24252 36381 61138 0 0 8908250 8420585 1150871 811845 0 0 5019065 5545130 0 0 0 2033850 2280516 8203786 8637491 704464 -216906 5358206 5412394 1304700 1534920 4053506 3877474 X BUILDING AND MAINTAINING EFFECTIVE LEADERS AND HIGHLY FUNCTIONING ORGANIZATIONS IN THE PUBLIC SECTOR. 0 0 1739870 489807 LA PLAZA (ALSO KNOWN AS NUESTRA CULTURA)LA PLAZA IS A LATINX CREATED AND DIRECTED WELLNESS PROGRAM IN SANTA ROSA, CALIFORNIA. LA PLAZA IS BUILT ON THE ESSENTIAL UNDERSTANDING THAT CULTURE HEALS LA CULTURA CURA. LA PLAZA IS A WELCOMING PLACE FOR GATHERING MEANT TO CREATE A NEW CULTURAL NORM FOR WELLNESS AS WELL AS A SPACE FOR EMERGING LEADERS TO PRACTICE NEW SKILLS AND ROLES IN THE COMMUNITY WHERE THEY CAN LEARN TO DESIGN AND LEAD HEALING ACTIVITIES FOR THEMSELVES AND OTHERS. LA PLAZA IS DIFFERENT FROM OTHER MENTAL HEALTH PROGRAMS BECAUSE IT PAIRS CLINICAL, THERAPY-BASED SERVICES WITH FAMILIAR HEALING PRACTICES AND CULTURAL ARTS EXPERIENCES THAT INVITES ALL TO CLAIM THEIR OWN ABILITY TO HEAL. THROUGH ART, FOOD, COMMUNITY, DANCE, POETRY, AND STORYTELLING THE PROGRAM DRAWS ON HEALING PRACTICES THAT ARE BOTH TRADITIONAL AND NON-TRADITIONAL. LA PLAZA BRINGS A NEW, CULTURALLY RELEVANT WELLNESS STRATEGY TO LATINX PEOPLE BY CREATING COMMUNITY, BELONGING AND SELF-ESTEEM THROUGH CULTURAL EXPERIENCES THAT PROMOTE SELF-EXPRESSION, RESILIENCY, HOPE, AND JOY.FROM APPROXIMATELY OCTOBER 2020 TO JUNE 2024, OTM WAS AWARDED SEVERAL LARGE CONTRACTS TO ADMINISTER AN EMERGENCY ASSISTANCE PROGRAM FOCUSING ON THE LATINX, INDIGENOUS, AND OTHER COMMUNITIES OF COLOR IN SONOMA COUNTY WHO WERE DISPROPORTIONATELY IMPACTED BY COVID-19. OTM CONVENED SEVERAL LATINX SERVING PARTNERS AND DEVELOPED THE COVID-19 URGENT RESPONSE AIDE ("CURA") PROJECT. CURA INVOLVES A LARGE-SCALE OUTREACH AND EDUCATION EFFORT, CASE MANAGEMENT, CONNECTIONS TO MEDICAL PROVIDERS, SUPPORT AND RESOURCES FOR THOSE ISOLATING AND QUARANTINING, AND FINANCIAL SUPPORT FOR THOSE WHO HAVE BEEN ECONOMICALLY IMPACTED BY THE PANDEMIC. 2750120 201952 VOICE OUR INDEPENDENT CHOICES FOR EMANCIPATION SUPPORT ("VOICES")VOICES IS A YOUTH-DEVELOPED, YOUTH-LED EMANCIPATION CENTER, FOCUSED ON SUPPORTING CURRENT AND FORMER FOSTER YOUTHS' TRANSITION INTO HEALTHY ADULTHOOD. VOICES PROVIDES COMMUNITY CENTERS WHERE FOSTER AND OTHER SYSTEMS-INVOLVED TRANSITION-AGED YOUTH HAVE ACCESS TO COMPREHENSIVE HOUSING, EDUCATION, EMPLOYMENT, AND WELLNESS SERVICES. VOICES' APPROACH BLENDS YOUTH ENGAGEMENT WITH SUPPORT SERVICES THAT YOUNG PEOPLE NEED AS THEY LEAVE SYSTEMS OF CARE. VOICES' YOUTH ARE ACTIVE LEADERS IN COACHING THEIR PEERS, GUIDING THE EVOLVING VISION OF PROGRAM DELIVERY AND ADVOCATING FOR THE YOUTH VOICE IN THE COMMUNITY. EACH CENTER FOCUSES ON EMPOWERMENT AND ACTION, MOBILIZING YOUTH THROUGH LEADERSHIP OPPORTUNITIES THAT CHALLENGE COMMUNITIES TO BUILD BETTER AND MORE INNOVATIVE SYSTEMS TO SUPPORT YOUTH, CAREGIVERS, AND PROFESSIONALS. TODAY, THOUSANDS OF TRANSITION-AGE YOUTH UTILIZE VOICES' PEER-BASED RESOURCES TO FIND CONNECTIONS AND BUILD A FOUNDATION FOR THEIR FUTURES. VOICES' SUCCESS IN HELPING TRANSITION-AGE YOUTH TO OVERCOME ADVERSITY HAS BEEN RECOGNIZED LOCALLY AND NATIONALLY BY LEADERS SEEKING EFFECTIVE STRATEGIES FOR ADDRESSING THE UNIQUE NEEDS OF THIS POPULATION. OVER THE LAST 17 YEARS, VOICES HAS SUCCESSFULLY FOUNDED PROGRAMS IN NAPA, SONOMA, SANTA CLARA, MONTEREY, AND SOLANO COUNTIES AND LEADERS FROM 20 DIFFERENT CALIFORNIA COUNTIES HAVE VISITED A VOICES' PROGRAM SITE TO LEARN ABOUT THE VOICES' YOUTH ENGAGEMENT MODEL AND THE POSITIVE IMPACT IT HAS ON YOUNG PEOPLE. 1328354 6940 NEIGHBORHOOD INITIATIVE ("NI")NI UTILIZES A COMMUNITY-SCHOOLS MODEL WITHIN THE CITY AND COUNTY OF NAPA'S MOST CHALLENGED SCHOOLS AIMED AT INCREASING EDUCATIONAL EQUITY AND ENGAGING THE COMMUNITY SO THAT EVERY CHILD CLAIMS A FUTURE FULL OF REAL AND ATTAINABLE POSSIBILITIES.SINCE 2005, NI HAS WORKED TO CLOSE THE GLARING AND LONGSTANDING EDUCATIONAL AND LEADERSHIP GAPS BETWEEN WHITES AND LATINX IN NAPA. ANNUALLY, NI ENGAGES OVER 2,500 PARENTS, YOUTH, AND CHILDREN ON SEVEN CAMPUSES, OFFERING PARENT EDUCATION, FAMILY SUPPORT SERVICES, AND YOUTH LEADERSHIP TRAINING. SCHOOL LEADERS AND OTM STAFF COLLABORATE TO RAISE ACADEMIC OUTCOMES AND SHIFT THE ACADEMIC AND PROFESSIONAL TRAJECTORY OF CHILDREN. SCHOOL-BASED FAMILY RESOURCE CENTERS SUPPORT FAMILY HEALTH AND WELLBEING WHILE PROMOTING PARENT LEADERSHIP AND LEARNING. INCLUDED IN THE NI PROGRAMS ARE ELEMENTARY, MIDDLE, AND HIGH SCHOOL YOUTH LEADERSHIP ACADEMIES, WHICH COLLABORATE WITH PARENTS AND COMMUNITY MEMBERS TO FOSTER AN INTER-GENERATIONAL PIPELINE OF LEARNING AND LEADERSHIP.THIS COMBINED FOCUS ON ACADEMIC ACHIEVEMENT, PARENT ENGAGEMENT, AND YOUTH LEADERSHIP RESULTS IN YOUNG PEOPLE WHO ARE ENGAGED IN SCHOOL AND COMMUNITY, SECURE A PATH TO COLLEGE AND CAREERS AND BUILD COMMUNITY. LASTLY, THROUGH ITS RESILIENCY SERVICES ARM, NI PROVIDES SUPPORT FOR COMMUNITY NEEDS RESULTING FROM ALL DISASTERS, PROVIDING OUTREACH AND EDUCATION, INFORMATION AND REFERRALS TO COMMUNITY-BASED SERVICES, EMERGENCY FINANCIAL ASSISTANCE ("EFA"), AND CASE MANAGEMENT FOR NAPA COUNTY RESIDENTS. AS TRUSTED MESSENGERS, NI STAFF SERVE AS LIAISONS FOR LATINX AND INDIGENOUS-SPEAKING COMMUNITIES WHO WOULD OTHERWISE NOT ENGAGE IN DISASTER RELIEF DUE TO THEIR MISTRUST OF THE GOVERNMENT AND/OR INABILITY TO NAVIGATE GOVERNMENT SERVICES. 1952128 113146 24252 ON THE VERGE ("OTV")OTV IS THE FLAGSHIP PROGRAM OF OTM. IT SUPPORTS EMERGING LEADERS IN BUILDING KNOWLEDGE, CLARITY, AND STRENGTH AT THE PERSONAL, INTERPERSONAL, AND PROFESSIONAL LEVELS. SINCE 2004, OTV HAS MOBILIZED NEARLY 600 EMERGING LEADERS TO BUILD AND SUSTAIN A CULTURE OF EFFECTIVE ACTION WHILE ENHANCING CALIFORNIA'S NONPROFIT AND PUBLIC SECTORS. OFFERED THROUGH YEAR-LONG COHORT PROGRAMS, EACH LEADER, OR "VERGER," WORKS COLLABORATIVELY TO DEVELOP PROJECTS IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS. THROUGH MEANINGFUL AND CHALLENGING SHARED WORK, VERGERS FORM LIFE-LONG CONNECTIONS WITH PEERS THAT SUSTAIN THEIR COMMITMENT TO REMAIN IN LEADERSHIP WITHIN THE NONPROFIT AND PUBLIC SECTORS. OTV HAS PROVIDED PROGRAMMING IN 26 COUNTIES THROUGHOUT CALIFORNIA.LGBTQ CONNECTIONSLGBTQ CONNECTIONS IS A YOUTH-LED EFFORT IN NAPA AND SONOMA COUNTIES TO PROMOTE LGBTQ LEADERSHIP, SUPPORT UNDERSERVED PEOPLE, DEVELOP PARTNERSHIPS, BUILD THE COMMUNITY'S CAPACITY TO INCLUDE AND WELCOME LGBTQ PEOPLE, AND SERVE AS A HUB TO LOCAL LGBTQ COMMUNITIES. IN NAPA AND SONOMA COUNTIES, THE PROGRAM OPERATES LGBTQ COMMUNITY CENTERS, SUPPORTING UNDERSERVED LGBTQ YOUTH AND OLDER ADULTS. THESE COMMUNITY CENTERS PROVIDE A SAFE AND TRUSTED SPACE TO CULTIVATE HUBS OF VIBRANT ACTIVITIES AND A CARING COMMUNITY.EACH YEAR, LGBTQ CONNECTION ENGAGES APPROXIMATELY 3,500 LGBTQ PEOPLE, THEIR FAMILIES AND ALLIES. THE PROGRAM HAS TRAINED APPROXIMATELY 2,000 COMMUNITY PROFESSIONALS FROM 200 ORGANIZATIONS ACROSS NORTHERN CALIFORNIA TO INCREASE THE SAFETY, VISIBILITY, AND WELL-BEING OF LGBTQ RESIDENTS.INNOVATIONS COMMUNITY CENTER ("ICC")ICC IS A PEER-LED MENTAL HEALTH PROGRAM THAT SUPPORTS PROVIDERS AND CONSUMERS TO WORK TOGETHER TO FOSTER HEALING THROUGH STORYTELLING, ARTISTIC EXPRESSION, HEALTHY LIVING, SPIRITUAL PRACTICE, AND SOCIAL CONNECTIONS.ICC WAS DESIGNED BY MENTAL HEALTH PRACTITIONERS AND CONSUMERS COMMITTED TO IMPROVING WELLNESS OUTCOMES FOR UNDERSERVED PEOPLE IN NAPA COUNTY. THE PROGRAM IS STAFFED BY CONSUMERS OF THE MENTAL HEALTH SYSTEM AND EXPLORES THE COMPLEX INTERPLAY BETWEEN MENTAL HEALTH SERVICES AND AGING, POVERTY, RACE, IMMIGRATION STATUS, SEXUAL IDENTITY, AND SUBSTANCE ABUSE. PROVIDERS AND CONSUMERS WORK TOGETHER TO FOSTER HEALING THROUGH STORYTELLING, ARTISTIC EXPRESSION, HEALTHY LIVING, SPIRITUAL PRACTICE, AND SOCIAL CONNECTIONS. ICC ENGAGES APPROXIMATELY 300 PEOPLE ANNUALLY IN A VARIETY OF WELLNESS WORKSHOPS, SUPPORT AND RECOVERY GROUPS, ONE-ON-ONE PEER COACHING, INTERNSHIPS, AND VOLUNTEER AND LEADERSHIP OPPORTUNITIES. 1952128 113146 24252 7770472 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 49 0 1 111 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X X JOHN WAY DIR OF FINANCE AND OPERATIONS 7072519432 780 LINCOLN AVENUE NAPA CA 94558 NANCY CLARK PRESIDENT 2.00 X X 0 0 0 ALEXANDER TAVIZON MEMBER 1.00 X 0 0 0 BETSY STRAUSS SECRETARY 2.00 X X 0 0 0 BRAD NICHINSON MEMBER 1.00 X 0 0 0 RICHARD TURKO TREASURER 2.00 X X 0 0 0 MAREN ROCCA HUNT MEMBER 1.00 X 0 0 0 ROCIO CANCHOLA MEMBER 1.00 X 0 0 0 ALISSA ABDO EXECUTIVE DIRECTOR 40.00 X 133630 0 7262 AMBER TWITCHELL ASSOCIATE DIRECTOR 40.00 X 123543 0 7544 JOHN WAY DIRECTOR OF FINANCE AND OP 40.00 X 99250 0 720 356423 0 15526 3 0 0 0 MARCUM LLP 1 MONTGOMERY ST SUITE 1700 SAN FRANCISCO CA 94104 ACCOUNTING/AUDIT 132774 NEW LEVEL GROUP 4225 SOLANO AVE 709 NAPA CA 94558 ACCOUNTING 114000 LAW OFFICES OF WHIT GRIFFINGER 3736 MT DIABLO BLVD 205 LAFAYETTE CA 94549 LEGAL SERVICES FOR YOUTH 100800 3 5600490 2734705 700 8335195 FEES 561439 24252 24252 24252 60157 60157 942411 941430 981 981 981 8420585 24252 0 61138 X 811845 811845 349000 349000 4795404 4302647 492757 17305 17305 383421 323644 59777 1022121 716293 305828 123350 87316 36034 349450 294714 54736 159535 149346 10189 18639 18639 20275 20275 75026 75026 PROGRAM EXPENSES 278342 276833 1509 FEES 171345 103167 68178 STAFF DEVELOPMENT 62433 56483 5950 OVERHEAD ALLOCATION 0 648184 -648184 8637491 7770472 867019 0 1027732 333043 1571327 2294150 46395 51598 1315465 124220 1157520 1191245 1492782 1433028 62450 109330 5358206 5412394 598988 660001 205000 334500 437754 428920 62958 111499 1304700 1534920 X 2300460 2015204 1753046 1862270 4053506 3877474 5358206 5412394 X -216906 80874 -40000 0 X X 0 1 X 1 1 1 X 7956956 17186839 14671826 8839256 8335195 56990072 7956956 17186839 14671826 8839256 8335195 56990072 56990072 56189 14767 16 36953 60157 168082 57158154 0.99710 0.99700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 702000 702000 522000 32755 489245 12704 12704 0 78761 78761 0 1191245 OPERATING LEASE LIABILITY 111499 111499 X 8501459 80874 80874 8420585 0 8420585 8637491 0 8637491 0 8637491 PART X, LINE 2: OTM IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF OTM HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OF LIABILITY FOR UNKNOWN INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. OTM'S TAX RETURN ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE NO EXAMINATIONS IN PROGRESS NOR ARE THERE ANY PENDING. 1 COVID RELATED EMERGENCY FINANCIAL ASSISTANCE PAYMENTS 422 811845 PART I, LINE 2: INDIVIDUALS ARE VETTED BASED ON NEED. DOCUMENTATION REQUESTED INCLUDES RENTAL AGREEMENTS FOR UNPAID RENT, UNPAID UTILITY BILLS, DOCUMENTATION RELATED TO INABILITY TO WORK DUE TO BEING LAID OFF, TESTING POSITIVE FOR COVID-19, EXPOSURE TO COVID-19 AND REQUIRED QUARANTINE. DURING THE FY 2023, THE ORGANIZATION MADE CARES AND EMERGENCY RELIEF PROGRAM PAYMENTS TO 422 INDIVIDUALS. THESE PAYMENTS WERE MADE IN ACCORDANCE WITH THE PROVISIONS SET FORTH BY EITHER THE FEDERAL LEGISLATION OR THE PRIVATE RESOURCE PROVIDER. NO ONE INDIVIDUAL RECIPIENT RECEIVED MORE THAN $5000. ALISSA ABDO MS. ABDO IS THE EXECUTIVE DIRECTOR 62088 MS. ABDO'S HUSBAND IS THE TECHNOLOGY COORDINATOR. 0 FORM 990, PART VI, SECTION A, LINE 2 THE IT DIRECTOR IS MARRIED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THEN A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE AUDIT COMMITTEE ("AC") FOR THEIR REVIEW AND APPROVAL. ONCE THE AC APPROVES THE DRAFT FORM 990, A PUBLIC DISCLOSURE COPY OF THE RETURN IS PROVIDED TO THE FULL BOARD PRIOR TO THE ACTUAL FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY WHICH ARE MAINTAINED BY THE DIRECTOR OF FINANCE AND OPERATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY AND APPROVES. THE DIRECTOR OF FINANCE AND OPERATIONS (DOFO) PROVIDES THE BOARD INFO ON CAMPARABLE SALARIES FOR LIKE KIND NFPS IN THE IMMEDIATE AREA. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE AT THE ORGANIZATION'S OFFICE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 716,293. MANAGEMENT AND GENERAL EXPENSES 305,828. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,022,121. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 8 OTM CORRECTED THE JUNE 30, 2023, FINANCIAL STATEMENTS TO DECREASE GRANTS RECEIVABLE AND GRANT REVENUE BY $40,000 DUE TO AN ERROR IN THE PRIOR YEAR. ACCORDINGLY, $40,000 HAS BEEN INCLUDED AS A NEGATIVE ADJUSTMENT TO RECONCILE NET ASSETS FROM THE 2022 TAX RETURN TO THE ENDING NET ASSETS FOR THE CURRENT YEAR TAX RETURN. FORM 990, PART V, LINE 14 (B) THIS ORGANIZATION DOES NOT OFFER OR PROVIDE TANNING SERVICES.