Moving Forward Incorporated EIN 83-3329208 Form 990 (PDF) Claim this org

Moving Forward Incorporated FY2022 filing

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Offers day and vocational training for adults, building skills and confidence. For fiscal year 2022 it reported $891K in revenue, $661K in expenses, and $147K in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
W Barnstable, MA
Website
www.movingforwardinc.org
Filings
5 on file (2021–2022)
Revenue
$891KFY2022
Expenses
$661K
Net assets
$147K
People
8
Filings
5
Updates
0
More identity details & actions ⌄
EIN  83-3329208 Public charity (501(c)(3)) W Barnstable, MA
Form 990 (PDF)
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Size
$1–10M
What they do
Offers day and vocational training for adults, building skills and confidence.
Leadership
Samantha Mohan · Program Mana · $86K
Money in and out
$891K revenue, $661K expenses
Bottom line
87% program efficiency
Where the money goes · FY2022
Total revenue
$891K
Pt VIII · Ln 12
Total expenses
$661K
Pt IX · Ln 25
Net assets
$147K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $230K
Where spending went · Part IX cols B–D
Program services $0.87 Management & general $0.12 Fundraising $0.01
Program efficiency
87%
of spending reaches programs
Operating runway
1.5mo
months of highly liquid reserves at operating expense rate
Surplus margin
+26%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Revenue
$891K
FY2022▲ +34%
Expenses
$661K
FY2022▼ -1%
Total assets
$852K
FY2022▲ +20%
Total liabilities
$705K
FY2022▼ -14%
Total revenue
$891K
Pt VIII · Ln 12
Total expenses
$661K
Pt IX · Ln 25
Net assets
$147K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$230K
Total assetsPt X · Ln 16$852K
Program-expense ratioPt IX · col B87%
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 45

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMoving Forward Incorporated
EINHdr · item D83-3329208
Principal addressHdr · item CW Barnstable, MA
WebsiteHdr · item Jwww.movingforwardinc.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P20)
Ruling yearIRS BMFJul 2019

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a6
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Program Mana
$85,590Pt VII · Sec A
$84,480Pt VII · Sec A
Senior Direc
$77,140Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Christine Spaulding’s $89K as Executive Di is at the 25th percentile of top reported officer pay among 3869 $1–10M human services 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Christine Spaulding$88,993$88,232$84,480$76,000
Samantha Mohan$63,535$85,590
Niomie Labinski$84,389$81,084$77,140$70,560

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.

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Mission & Programs · Part III

Where the work happens

1 program service, described in the organization's own filed words · FY2021.
01

To provide day and vocational training to adults ages 22 and up, including assisting with functional, social skill, and activities of daily living that encourage, empower and challenge individuals along the spectrum of ability to recognize their inherent worth and be their best selves.

Pt IX · col B

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Statement of Revenue

Part VIII
Program service revenue$756K · 85%
Contributions & grants$135K · 15%
Program service revenue85%$756K
Contributions & grants15%$135K
— government grantsLn 1e$75K
Total revenueLn 12$891K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.87 Management & general $0.12 Fundraising $0.01
Program services87%$575K
Management & general12%$78K
Fundraising1%$8K
Total functional expensesLn 25$661K

Balance Sheet

Part X · end of year
CashLn 1$80K
Total assetsLn 16$852K
Total liabilitiesLn 26$705K
Total net assetsLn 32$147K
Months of cash on handcomputed1.5

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $80K · Operating expenses/yr $661K
1.5 months
Where the money goes
Program services
Program services $575K · Total expenses $661K
87%
Management & General
Management & general $78K · Total expenses $661K
12%
Fundraising
Fundraising $8K · Total expenses $661K
1%
Cost to raise $1
Fundraising expense (2-yr avg) $5K · Solicited contributions (2-yr avg) $49K
$0.10 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $135K · Total revenue $891K
15%
Government reliance
Government grants $75K · Total revenue $891K
8%
Earned-income share
Program service revenue $756K · Total revenue $891K
85%
Investment reliance
Investment income $0 · Total revenue $891K
0%
Program self-sufficiency
Program service revenue $756K · Total expenses $661K
114%
Growth & trend
Revenue growth (YoY)
This year $891K · Prior year $664K
+34%
Net-asset trend (YoY)
End of year $147K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $891K · Expenses $661K
+26%
Liabilities-to-Assets
Total liabilities — · Total assets $852K
Net-asset ratio
Net assets $147K · Total assets $852K
17%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $852K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Samantha Mohan · Reported title PROGRAM MANA · Highest reported compensation $86K · Total expenses $661K
13%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $450K · Total expenses $661K
68%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 87%
Overhead ratio 12%
Fundraising cost ratio 6%
Revenue growth 34%
Accounting fee ratio 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$8K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$1.2M revenue · ⤓ 990 PDF
FY2024$1.2M revenue · ⤓ 990 PDF
FY2023$890K revenue · ⤓ 990 PDF
FY2022$891K revenue · viewing · ⤓ 990 PDF
FY2021$664K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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