publishing educational curricula that support students in grades 2-12 to develop academic, social, and emotional skills

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$160K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $126K a year · 15% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$160K
to officers and key staff · 47% of spending
Concern: pay to officers and key staff is 47% of spending; over 30%.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 6.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $30K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$369K
Spent
$339K
To programs
87%
Net assets
$169K
By yearFY2020–FY2024
Revenue
$369K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$369K
FY2021$547K
FY2022$1.2M
FY2023$809K
FY2024$1.2M
Expenses
$339K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$339K
FY2021$357K
FY2022$802K
FY2023$859K
FY2024$1.1M
Net assets
$169K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$169K
FY2021$359K
FY2022$774K
FY2023$724K
FY2024$770K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $295K Management & general 13% · $44K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990; $160K paid to officers and key staff.

Part VII, Section A · reportable compensation
$80,000Pt VII · Sec A
Secretary
$80,000Pt VII · Sec A

D Lacy Asbill’s $169K as CEO, CFO is at the 76th percentile of top reported officer pay among 1552 $1–10M youth development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
D Lacy Asbill$168,600$200,000$105,000$80,000$80,000
Elana Metz$168,600$200,000$105,000$80,000$80,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Moving Forward Institute executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops and publishes curricula to help students build academic, social, and emotional skills.

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Provided by the organization

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3 programs · $295K · in their own filed words · FY2020
01

During 2020, Moving Forward Institute published four new units of its Reading with Relevance curricula. Each unit provides a classroom teacher, intervention specialist, or volunteer with a comprehensive set of lesson plans to explore a single high-interest, culturally-relevant novel, including all of the tools, resources, and activities…

$209Kprogram expense
02

Moving Forward Institute provided intensive professional development learning opportunities to teachers in 5 California school districts, including education on social and emotional learning standards, culturally-relevant literature, and the use of the Reading with Relevance curriculum.

$62Kprogram expense
03

Moving Forward Institute published its first free, open source Reading with Relevance curricular unit, and made it widely available throughout the education community to support teachers to meaningfully leverage literacy instruction as a tool to help students engage students in conversations around systemic racism, police violence, and…

$24Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
Total grants receivedfrom 1 funder$30K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$369K
Ln 12
Fees for servicesLn 2g$324K
Gifts and grantsLn 1h$44K
Investment incomeLn 3$125
Money outPt IX
$339K
Ln 25
Programscol B$295K
Managementcol C$44K
Owns and owesPt X
$169K
net assets · Ln 32
Cash and savingsLn 1–2$169K
Total assetsLn 16$169K
LiabilitiesLn 26$0
PeoplePt VI, VII
2
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$44K
Government grantsLn 1e$43K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$324K
Investment incomeLn 3$125
Total revenueLn 12$369K
Assets in detailPt X, end of year
CashLn 1$169K
Cash and savings togetherLn 1–2$169K
Total assetsLn 16$169K
LiabilitiesLn 26$0
Net assetsLn 32$169K
OperationsPt I, VI
EmployeesI 56
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$139K$169K
Total assetsLn 16$139K$169K
LiabilitiesLn 26$0$0
Net assetsLn 32$139K$169K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$193K$193K$0$0
Payroll taxesLn 10$16K$16K$0$0
Advertising and promotionLn 12$1K$0$1K$0
Office expensesLn 13$59K$59K$0$0
Other expenses (24a–d)Ln 24$71K$28K$43K$0
Total functional expensesLn 25$339K$295K$44K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$1.1M$46K$770K 990 PDF
FY2023 $809K$859K−$50K$724K 990 PDF
FY2022 $1.2M$802K$415K$774K 990 PDF
FY2021 $547K$357K$190K$359K 990 PDF
FY2020 Viewing $369K$339K$30K$169K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $368,508 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $80,155$44,361
I-9 Program service revenuePrior year $312,097$324,022
I-10 Investment incomePrior year $136$125
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $392,388$368,508
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $192,640$208,273
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $110,904$130,540
I-18 Total expensesPrior year $303,544$338,813
I-19 Revenue less expensesPrior year $88,844$29,695
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $368,508 across 12 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$43,400
VIII-1f All other contributions, gifts and grants$961
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$44,361
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $324,022 · Unrelated business $0 · Excluded from tax $0$324,022
VIII-3 Investment incomeRelated to mission $125 · Unrelated business $0 · Excluded from tax $0$125
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $324,147 · Unrelated business $0 · Excluded from tax $0$368,508
Part IX · Statement of functional expenses $338,813 across 5 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $192,640 · Management $0 · Fundraising $0$192,640
IX-10 Payroll taxesPrograms $15,633 · Management $0 · Fundraising $0$15,633
IX-12 Advertising and promotionPrograms $0 · Management $1,300 · Fundraising $0$1,300
IX-13 Office expensesPrograms $58,540 · Management $0 · Fundraising $0$58,540
IX-24 Other expenses (24a–d)Programs $27,791 · Management $42,909 · Fundraising $0$70,700
IX-25 Total functional expensesPrograms $294,604 · Management $44,209 · Fundraising $0$338,813
Part X · Balance sheet $168,613 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $138,918$168,613
X-16 Total assetsStart of year $138,918$168,613
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $138,918$168,613
X-33 Total liabilities and net assetsStart of year $138,918$168,613
Part XI · Reconciliation of net assets $168,613 net assets at year end
XI-1 Total revenue$368,508
XI-2 Total expenses$338,813
XI-3 Revenue less expenses$29,695
XI-4 Net assets at start of year$138,918
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$168,613

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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