Nonprofit · EIN 33-0185759
TOWARD MAXIMUM INDEPENDENCE
Tax-exempt · SAN DIEGO, CA 92123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $29,296,126 | $29,242,333 | $53,793 | $16,596,462 | $4,235,851 | $12,360,611 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,062,669
- of which government grants
- $2,020,440
- Program service revenue
- $26,819,272
- Investment income
- $426,429
- Net gain from sales of assets
- $15,452
- Net income from fundraising events
- -$41,465
- Other revenue
- -$12,244
Expenses
- Grants and similar amounts paid
- $1,240,887
- Compensation of officers, directors and key employees
- $909,425
- Other salaries and wages
- $19,481,987
- Salaries, compensation and benefits (total)
- $23,793,495
- Professional fundraising fees
- $0
- Legal fees
- $3,569
- Accounting fees
- $21,789
- Occupancy
- $723,392
- Travel
- $1,714,156
- Depreciation
- $150,127
- Program services (functional)
- $26,089,240
- Management and general (functional)
- $3,134,417
- Fundraising (functional)
- $18,676
Balance sheet and other
- Total assets, start of year
- $13,987,046
- Total assets, end of year
- $16,596,462
- Total liabilities, end of year
- $4,235,851
- Net assets, end of year
- $12,360,611
- Land, buildings and equipment
- $1,706,703
- Publicly traded securities
- $596,330
- Net assets without donor restrictions
- $12,327,990
- Net assets with donor restrictions
- $32,621
- Gross receipts
- $29,640,099
- Employees
- 486
- Volunteers
- 13
- Year formed
- 1986
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RACHEL HARRIS | CHIEF EXECUTIVE OFFICER Officer | 40 | $371,324 | $12,967 |
| JESSIE CAMPBELL | CHIEF OPERATING OFFICER Officer | 40 | $247,490 | $16,924 |
| LIHONG KE | CHIEF FINANICAL OFFICER Officer | 40 | $239,262 | $21,457 |
| REBECA VALENZUELA | VP OF HR AND GENERAL COUNS Highest-paid employee | 40 | $207,036 | $15,838 |
| THOMAS RUFFINO | PERSONAL ATTENDENT Highest-paid employee | 40 | $136,661 | $11,746 |
| RICHARD TROYER | PERSONAL ATTENDENT Highest-paid employee | 40 | $127,425 | $7,668 |
| HAZEL PICKERING | PERSONAL ATTENDENT Highest-paid employee | 40 | $114,961 | $12,241 |
| RAYMOND DACUMOS | DIRECTOR OF FAMILY SUPPORT SERVICES Highest-paid employee | 40 | $121,852 | $2,960 |
| CHRISTOPHER WALTERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOCELYN GONZALEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CATHY BISHOP | SECRETARY, BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR JOCELYN GUTZMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR SHU-JUAN CHEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELE MAMERTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONAVEN YOUSIF | VICE CHAIR, BOARD MEMBER Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICE CAMPBELL | CHAIR, BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER MARTIN | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNA PLANTE | STAFF REPRESENTATIVE Trustee or director | 1 | $0 |
| MAURICE ALTEMUS | CLIENT BOARD REPRESENTATIV Trustee or director | 1 | $0 |
| MINNIE COURINGTON | BOARD MEMBER Trustee or director | 1 | $0 |
| DR SHAVONNE WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4740 MURPHY CANYON RD STE 300, SAN DIEGO, CA 92123-4385
- In care of
- % FINANCE DEPARTMENT
- Principal officer (990 for 2024)
- RACHEL HARRIS, 4740 MURPHY CANYON ROAD 300, SAN DIEGO, CA 92123
- Signed the 990
- RACHEL HARRIS, CHIEF EXECUTIVE OFFICER
- Phone
- (858) 467-0600
- Return prepared by
- BLUM & CLARK CPAS LLP
Mission
TMI PROVIDES PERSONALIZED SERVICES TO THOSE WHO REQUIRE SUPPORT, ENABLING THEM TO MAKE INFORMED CHOICES REGARDING HOW THEY LIVE, WORK AND FUNCTION PRODUCTIVELY AND INDEPENDENTLY IN THE COMMUNITY.
Program accomplishments
- SEE SCHEDULE O FOR THE THREE LARGEST PROGRAM SERVICE ACCOMPLISHMENTS.COMMUNITY LIVING SERVICES PROGRAM: TOWARD MAXIMUM INDEPENDENCE (TMI) IS HONORED TO OFFER INDEPENDENT LIVING AND SUPPORTED LIVING SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. IN ORDER TO LIVE IN A HOME OR APARTMENT IN THE COMMUNITY, ONE PERSON MAY NEED LIVE-IN SUPPORT, WHILE OTHERS MAY NEED ONLY INTERMITTENT SUPPORT ONCE OR TWICE A WEEK TO HELP WITH SUCH THINGS AS MEAL PLANNING, GROCERY SHOPPING OR BANKING. TMI'S MISSION AND CORE VALUES ARE THE DRIVING FORCE BEHIND OUR EMPHASIS ON HELPING PEOPLE DEVELOP AND BUILD SKILLS SO THEY CAN DO THINGS FOR THEMSELVES; BE INDEPENDENT. WE ALSO HELP PEOPLE DEVELOP RELATIONSHIPS WITH NEIGHBORS AND OTHER MEMBERS OF THE COMMUNITY SO THEY CAN IDENTIFY AND DISCOVER ACTIVITIES AND PLACES WHERE THEY CAN MEET PEOPLE, MAKE FRIENDS AND BECOME PRODUCTIVE, CONTRIBUTING PARTICIPANTS IN THE COMMUNITY.EMPLOYMENT SOLUTIONS PROGRAM: TOWARD MAXIMUM INDEPENDENCE (TMI) PROVIDES DAY PROGRAMS FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AS WELL AS PROGRAMS TAILORED TO MEET THE WISHES OF OUR CLIENTS. OUR CLIENTS CAN ABSOLUTELY ENJOY THE REWARDS OF BEING A CONTRIBUTING MEMBER IN SOCIETY AND HAVE THE SATISFACTION AND PRIDE THAT COMES WITH HAVING A JOB OR VOLUNTEERING. THE TMI EMPLOYMENT SOLUTIONS PROGRAM WORKS WITH OUR CLIENTS TO SECURE AND MAINTAIN GAINFUL EMPLOYMENT IN THE COMMUNITY, IF DESIRED, AND ALSO WORKS IN COLLABORATION WITH LOCAL BUSINESSES TO DEVELOP VOLUNTEER OPPORTUNITIES FOR OUR CLIENTS. FAMILY SUPPORT SERVICES PROGRAM: AS A LICENSED RESOURCE FAMILY AGENCY (FOSTER FAMILY AGENCY) (RFA LICENSE #XXX-XX-XXXX), TOWARD MAXIMUM INDEPENDENCE (TMI) PROVIDES RESOURCE FAMILY PLACEMENTS FOR YOUTH WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD), AS WELL AS ADDITIONAL INNOVATIVE AND TRUSTED PROGRAMS TO MEET THE NEEDS OF THE YOUTH AND FAMILIES WE SERVE.Expenses $26,089,240 · grants $1,240,887 · revenue $26,863,945
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0185759
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P53Z)
- Assets (IRS master file)
- $16,596,462
- Income (IRS master file)
- $29,640,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $21,415,758 | $20,866,568 | $13,886,279 | IRS |
| 990 | June 2022 | $19,664,519 | $18,993,336 | $12,797,619 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about TOWARD MAXIMUM INDEPENDENCE
- What is the EIN of TOWARD MAXIMUM INDEPENDENCE?
- The employer identification number (EIN) of TOWARD MAXIMUM INDEPENDENCE is 33-0185759.
- Is TOWARD MAXIMUM INDEPENDENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to TOWARD MAXIMUM INDEPENDENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TOWARD MAXIMUM INDEPENDENCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TOWARD MAXIMUM INDEPENDENCE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TOWARD MAXIMUM INDEPENDENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TOWARD MAXIMUM INDEPENDENCE?
- The 990 for the year ended June 30, 2025 names RACHEL HARRIS.
- Who are the officers and directors of TOWARD MAXIMUM INDEPENDENCE?
- The 990 for the year ended June 30, 2025 lists 21 people; 8 received compensation from the organization, the highest $371,324 (RACHEL HARRIS, CHIEF EXECUTIVE OFFICER).
- How much revenue does TOWARD MAXIMUM INDEPENDENCE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $29,296,126, expenses of $29,242,333 and total assets of $16,596,462 at year end.
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