MOVING FORWARD INSTITUTE

EIN: 271438527 501(c)(3) Youth Development

Emeryville, CA

Total Revenue
$809,131
Total Expenses
$858,698
Total Assets
$723,941
Net Assets
$723,941
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
Principal Officer
D Lacy Asbill
Phone
5103878101
Tax Period
2023-01-01 to 2023-12-31

MOVING FORWARD INSTITUTE, founded in 2010, is a small nonprofit in the Youth Development sector that reported $809K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring.

Mission

Moving Forward Institute focuses on students' emotional well-being as a critical strategy for improving their academic achievement. MFI draws together culturally-relevant literacy instruction and social/emotional learning to inspire young people to engage with reading, accelerate their academic achievement, and develop life-changing social and emotional skills.

Program Service Accomplishments

Program 1
Expenses: $577,851 Revenue: $719,165

During 2023, 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...

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During 2023, 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 necessary to help students make meaning of what they've read. As of 2023, thousands of schools across the United States utilize these Reading with Relevance materials in their classrooms.

Program 2
Expenses: $139,985 Revenue: $87,925

Moving Forward Institute provided intensive professional development learning opportunities to teachers throughout California school districts, including education on social and emotional learning...

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

Program 3
Expenses: $93,324 Revenue: $0

Moving Forward Institute continued to publish a free, open source Reading with Relevance curricular unit, and made it widely available throughout the education community to support teachers to...

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Moving Forward Institute continued to publish a 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 racial privilege.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $807,090
Investment Income $2,041
Other Revenue $0
TOTAL REVENUE $809,131

Expense Breakdown

Grants Paid $0
Salaries & Benefits $501,197
Fundraising Expenses $0
Program Expenses $811,160
Other Expenses $357,501
TOTAL EXPENSES $858,698

Year-over-Year Comparison

2023 2022 Change
Revenue $809,131 $1,216,980 -0.3%
Expenses $858,698 $802,101 +0.1%
Net Income $-49,567 $414,879 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
4
Independent Members
4
Employees
4
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$400,000
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
D Lacy Asbill CEO, CFO 40
Officer
$200,000 $0 $200,000
Elana Metz Secretary 40
Officer
$200,000 $0 $200,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $809,131 $858,698 $723,941 $-49,567
2022 $1,216,980 $802,101 $773,508 $414,879
2021 $547,346 $357,330 $358,629 $190,016
2020 $368,508 $338,813 $168,613 $29,695
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