Moving Forward Towards Independence
Moving Forward Towards Independence is a private foundation focused on Human Services, based in Napa, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it made $28K in qualifying distributions. Net investment income was $11K.
Moving Forward Towards Independence at a glance
- Total assets
- $1,552,871
- +24.1% vs 2024
- Revenue (2025)
- $2,534,486
- +7.2% vs 2024
- Qualifying distributions (2025)
- $28,279
- -80.9% vs 2024
- Expenses (2025)
- $2,248,988
- +4.9% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|
| 2025 | $1,552,871 | $2,534,486 | $2,248,988 | $28,279 | $10,952 |
| 2024 | $1,251,766 | $2,364,580 | $2,143,515 | $148,004 | $25,086 |
| 2023 | $1,008,211 | $1,988,654 | $2,141,976 | $310,475 | $5,342 |
| 2022 | $1,105,755 | $1,922,954 | $1,877,729 | $259,610 | $283 |
| 2021 | $1,050,163 | $1,826,473 | $1,839,842 | — | $7 |
Leadership & Key People
Officers and directors from IRS filings
Moving Forward Towards Independence is led by Marita Musante, President since 2023 (on filings since 2022); 2 of 12 officers listed in 2025 are compensated.
Officers on the 2025 filing
Marita Musante
President
Secretary → President, 2023
On filings since 2022
10 hrs/week
No compensation reported
Barbara Montaldo
Co-Exec Director
Director → Co-Exec Director, 2025
On filings since 2023
40 hrs/week
$93K (2023) → $103K (2025)
Mark Goodenough
Co-Exec Director
Director → Co-Exec Director, 2025
On filings since 2023
40 hrs/week
$63K (2023) → $113K (2025)
David Pyle
Director
On filings since 2021
1 hr/week
No compensation reported
Tim Ennis
Director
On filings since 2022
1 hr/week
No compensation reported
Jamie Thompson
Director
On filings since 2023
1 hr/week
No compensation reported
Serena Williams
Director
On filings since 2023
1 hr/week
No compensation reported
Daphne O'Regan
Board Member
Secretary → Director, 2022
Director → Board Member, 2025
On filings since 2021
1 hr/week
No compensation reported
Bryan Daniels
Board Member
Vice President → Director, 2023
Director → Board Member, 2025
On filings since 2022
1 hr/week
No compensation reported
Lisa Hooks
Secretary
On filings since 2023
1 hr/week
No compensation reported
Willa McManmon
Treasurer
On filings since 2023
1 hr/week
No compensation reported
Sue Samuel
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (13)
- Former: Cecily Akwari (2023–2024) — Executive Director
- Former: Erica Conway (2021–2023) — Director
- Former: Ana Zara (2023) — Director
- Former: Makeeylia Mc Corley (2023) — Assistant Executive Director
- Former: Raj Jalan (2023) — Director
- Former: Abigail Shaw (2021–2022) — Director
- Former: Alan Schoenfeld (2021–2022) — President
- Former: Pete DuBois (2021–2022) — Director
- Former: Sirena Domecus (2021–2022) — Executive Director
- Former: Yi Shepard (2021–2022) — Treasurer
- Former: Lisa Sondin (2022) — President
- Former: Rhonda Daniels (2022) — Executive Director
- Former: Merilee Bennett (2021) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $113K, to Mark Goodenough (Co-Exec Direct.). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Moving Forward Towards Independence
How large is Moving Forward Towards Independence?
Moving Forward Towards Independence reported $1.6M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $2.5M.
What is Moving Forward Towards Independence?
Moving Forward Towards Independence is a private foundation focused on Human Services, based in Napa, CA. It holds $1.6M in total assets as of 2025.
What is Moving Forward Towards Independence's EIN?
Moving Forward Towards Independence's EIN (Employer Identification Number) is 94-3359635. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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