2024-12-09T10:44:24-06:00 2024-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Boulevard Suite A Santa Rosa CA 95403 990 2023-07-01 942641147 Becoming Independent BECO 7075246600 1455 Corporate Center Parkway Santa Rosa CA 95407 Luana Vaetoe Chief Executive Officer 7075246600 2024-12-06 1 0 Christina Z Hollingsworth P02090706 7075778806 2024-12-06 2023 2024-10-15 13:58:12Z Luana Vaetoe 1455 Corporate Center Parkway Santa Rosa CA 95407 20317361 0 X https://becomingindependent.org/ X 1980 CA Becoming Independent (BI) is a non-profit community benefit organization serving adults with intellectual and developmental disabilities in pursuit of work, living and educational opportunities. In addition to 3 core areas of focus (education, employment and living services) BI organizes a variety of events annually open to the public, including our annual talent show, BI Olympics, bowling tournaments as well as fundraisers such as our Annual Dinner Under the Stars Gala, Luau, and Crab Feed. 15 15 360 19 0 0 1062152 2454579 12758420 13709689 135228 615939 46968 151648 14002768 16931855 0 0 0 0 9146677 9203923 0 0 252117 2530658 3107748 11677335 12311671 2325433 4620184 26241697 30310008 1891734 1025825 24349963 29284183 Elevating human abilities for the mutual benefit of our community. 0 0 6379006 8070399 Education & Employment Programs:This fiscal year, Becoming Independent served over 250 people with intellectual and developmental disabilities in our Education programs and another 100 in Employment programs, all of whom share a common goal of living meaningful and fulfilling lives through exploration and development in the areas of education and employment. Our programs are created with the understanding that all people have the right to choose their own paths and the right to be valued as active community members. Services include building skills in the areas of health, wellness, nutrition, socialization, communication, arts, music, self-advocacy, job skills and ongoing professional growth and exploration. 3774884 3809555 Living Services:Our Living Services teams offer two support options for those who choose to live independently. Independent Living Services (ILS), serving over 100 individuals annually, are centered around developing skills to achieve the level of independence of one's choosing. Objectives are designed based on an assessment of current skills including self-advocacy, health and safety, personal and social skills, mobility, accessing community resources, and financial management. Supported Living Services (SLS), serving over 50 individuals, provide the support required for a person to live their most independent life, in their own home, on their own terms. Services are flexible and person-centered, offering customized assistance. 923786 1829735 Transportation:Agency vehicles provide rides to hundreds of individuals annually to and from their homes, jobs, BI program sites, volunteer sites and community events all over Sonoma and surrounding counties. In addition, BI stands ready, as it has in the past, to make use of its fleet of vehicles to help in the event of need, be that due to an emergency or other need of the community when possible. 11077676 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 45 0 1 360 1 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X Luana Vaetoe 7075246600 1455 Corporate Center Parkway Santa Rosa CA 95407 David House Past President 1.00 X 0 0 0 Joerg Olson Member 1.00 X 0 0 0 Nicholas Dieter President 2.00 X X 0 0 0 Bonnie Burrell Vice President 2.00 X X 0 0 0 Donna Cates Secretary 1.00 X X 0 0 0 Carrie Mauritson Member 1.00 X 0 0 0 Bryan Wright Deputy 1.00 X 0 0 0 Sheri Wenzel Treasurer 1.00 X X 0 0 0 Alicia Burns Member 1.00 X 0 0 0 Denee Locke Member 1.00 X 0 0 0 Terry Fassold Member 1.00 X 0 0 0 Eric Gullotta Member 1.00 X 0 0 0 Josh Golf Member 1.00 X 0 0 0 Danielle Westermann Member 1.00 X 0 0 0 Bryna McCulley Member 1.00 X 0 0 0 Luana Vaetoe Chief Executive Officer 40.00 X 357401 0 18011 Jeffrey Woods CFO - Ended 10/31/2023 40.00 X 167575 0 11132 Christie Dale Senior Accountant 40.00 X 47529 0 2055 Paula Kraus Finley Chief of Services 40.00 X 223306 0 14993 James Cox Director of Quality & Strategic Growth 40.00 X 139655 0 6503 Kaela Talafili Director of Education 40.00 X 106892 0 6916 1042358 0 59610 5 0 1 0 Descor Builders 1000 Enterprise Way STE 100 Roseville CA 95678 Construction 274584 Black Box Network Services PO BOX 639875 Cincinnati OH 45211 AV/LV Equipment 135445 The Engine is Red 409 Mendocino Ave Floor 2 Santa Rosa CA 95401 Marketing 106961 Coogler's Auto Repair 990 Piner Road Santa Rosa CA 95403 Auto Repair 106699 4 281070 270710 1902799 71943 2454579 Service fees 624100 12018167 12018167 Work activities revenue 624310 1174802 1174802 Reimbursements 624310 516720 516720 13709689 530729 530729 3264398 11326 3168668 21846 95730 -10520 85210 85210 336137 281070 194992 141145 141145 Miscellaneous Income 561300 10503 10503 10503 16931855 13709689 0 767587 886534 531242 349160 6132 6857971 6429547 275497 152927 749231 679925 60897 8409 710187 658533 39455 12199 345371 223558 120102 1711 59232 50669 8332 231 116171 107772 6929 1470 107041 106771 268 2 192955 185127 7813 15 20820 20820 914905 881534 26359 7012 131155 123454 5779 1922 Vehicle expenses 469288 469288 Supplies 404783 337296 49395 18092 Repairs & maintenance 152153 133699 6175 12279 Telephone & data 108392 100312 5606 2474 85482 38129 20111 27242 12311671 11077676 981878 252117 8500786 2914952 120078 9530990 25000 1246657 1166714 4481 5988 147794 145928 14985198 3824424 11317604 11160774 4583772 5187132 295525 197530 26241697 30310008 1624259 838621 267475 187204 1891734 1025825 X 24257828 28682761 92135 601422 24349963 29284183 26241697 30310008 4620184 376921 -62887 0 X 0 1 X 1 0 X 575761 3137364 2622611 1062152 2454579 9852467 13649609 13490148 13183176 12758420 13709689 66791042 66878 58089 157960 289182 336137 908246 14292248 16685601 15963747 14109754 16500405 77551755 20024 70529 35070 30413 1552059 1708095 100399 100399 20024 70529 35070 30413 1652458 1808494 75743261 71180 48234 96172 261241 530729 1007556 71180 48234 96172 261241 530729 1007556 14363428 16733835 16059919 14370995 17031134 78559311 0.96420 0.99000 0.01280 0.00660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1935000 1935000 7506316 1255042 6251274 14541 4410 10131 1146202 492358 653844 4383139 2072614 2310525 11160774 Operating lease liability 187204 187204 X 17443382 376921 2500 379421 17063961 62887 -194992 -132105 16931856 12509162 2500 194992 197492 12311670 0 12311670 Part X, Line 2: The Organization determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2024, the Organization had no unrecognized tax positions or uncertain tax positions requiring accrual. Therefore, no provision for income taxes has been provided in the financial statements. Exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for California. Part XI, Line 4b - Other Adjustments: Fundraising direct expenses -194,992. Part XII, Line 2d - Other Adjustments: Fundraising direct expenses Dinner under the Stars 415482 255756 159726 55668 35872 38794 Crab Feed 113845 14334 99511 9134 13000 9000 1 87880 10980 76900 9858 7500 7500 8666 617207 281070 336137 74660 56372 7500 56460 194992 141145 X X X X 0 0 0 0 0 0 0 0 0 Luana Vaetoe Chief Executive Officer 321964 0 35437 0 0 0 11250 0 6761 0 375412 0 0 0 Paula Kraus Finley Chief of Services 211705 0 11601 0 0 0 8492 0 6501 0 238299 0 0 0 Jeffrey Woods CFO - Ended 10/31/2023 163487 0 4088 0 0 0 5986 0 5146 0 178707 0 0 0 X 41 16006 Donor Provided X Experiences 94 55410 Donor provided X Supplies 1 300 Donor provided X Rentals 1 227 Donor provided 0 1 0 Form 990, Part VI, Section A, line 2 A family member of the Executive Director is a Key Employee. Form 990, Part VI, Section B, line 11b The prepared Form 990, including the required schedules, was reviewed by the CEO and Director of Finance prior to filing with the IRS. The review consisted of reading and reconciling the Form 990 to the Organization's audited financial statements. The final 990 report is shared with the Organization's board. They approved this final document prior to filing the form. Form 990, Part VI, Section B, line 12c If any conflicts of interest occur, the conflicted board member will abstain from voting on the matter. If a conflict of interest occurs it is generally documented in the minutes of the applicable meeting. Form 990, Part VI, Section B, line 15a The Board reviews the CEO's compensation annually. Local salary surveys and related data are analyzed and discussed to determine the appropriate compensation package. Form 990, Part VI, Section C, line 19 The Organization makes its financial statements available to the public via the Organization's website. The Organization's governing documents and conflict of interest policy are available upon request.