Nonprofit · EIN 37-1844383
PALO ALTO FORWARD
Tax-exempt · PALO ALTO, CA 94302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $105,442 | $92,847 | $12,595 | $193,495 | – | $193,495 |
| June 30, 2024 | 990-EZ | $89,218 | $127,545 | -$38,327 | $180,900 | – | $180,900 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $50,000
- Membership dues
- $36,819
- Program service revenue
- $13,200
- Investment income
- $5,423
Expenses
- Grants and similar amounts paid
- $9,137
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $67,341
- Other expenses
- $16,369
- Program services (functional)
- $92,847
Balance sheet and other
- Total assets, start of year
- $180,900
- Total assets, end of year
- $193,495
- Total liabilities, end of year
- –
- Net assets, end of year
- $193,495
- Cash, savings and investments
- $193,495
- Gross receipts
- $105,442
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheryl Klein | Board Chair | 5 | $0 |
| Natalie Guise | Board Vice Chair | 3 | $0 |
| Reid Kleckner | Board Secretary | 2 | $0 |
| Stephen Levy | Board Treasurer | 8 | $0 |
| Elaine Uang | Board member | 2 | $0 |
| Owen Byrd | Board member | 4 | $0 |
| Gina Dalma | Board member | 2 | $0 |
| Scott O'neil | Board member | 4 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheryl Klein | Board Chair | 5 | $0 |
| Natalie Guise | Board Vice Chair | 3 | $0 |
| Reid Kleckner | Board Secretary | 2 | $0 |
| Stephen Levy | Board Treasurer | 8 | $0 |
| Elaine Uang | Board member | 2 | $0 |
| Owen Byrd | Board member | 4 | $0 |
| Gina Dalma | Board member | 2 | $0 |
| Scott O'neil | Board member | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 637, PALO ALTO, CA 94302-0637
- In care of
- % STEPHEN LEVY
- Mailing address (990-N for 2017)
- 1001 EMERSON STREET, PALO ALTO CA 94301
- Principal officer (990-N for 2017)
- STEPHEN LEVY, 1001 EMERSON STREET, PALO ALTO CA 94301
- Signed the 990-EZ
- Stephen Levy, Treasurer
- Website
- www.paloaltoforward.com
California records
California keeps its own records of charities and corporations. Search them by EIN 37-1844383 or by the name PALO ALTO FORWARD.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Our Mission is to innovate and expand housing and transportation choices for a more inclusive affordable and environmentally sustainable Palo Alto by working with residents and city government. We host educational events conduct original research on local housing and transportation-related issues and serve as a voice to our elected officials and city staff.
Program accomplishments
- We engaged in an educational campaign to stress the importance of adding housing for all income groups in Palo Alto. The activities included a kickoff event coffees tabling at Farmers markets in Palo Alto and a digital media campaign. We engaged a consultant to design the campaign and digital media outreach and contributed our Executive Director and Community Builder to the activities. We had an event at City Hall to communicate our findings. We have directly engaged several hundred residents in our community and hope our advocacy will benefit the many residents seeking more affordable housing.Expenses $20,000
- Development and maintenance of information on our website regular newsletters physical and online events including solicitation of and coordination with event cosponsor including 350 Silicon Valley and Silicon Valley at Home. Development of agendas and conduct of monthly board meetings and an annual retreat. Meetings with multiple non-profit organizations to build support for improvements in housing and transportation in Palo Alto. The work was conducted by our Executive Director with assistance from board member and other volunteersExpenses $59,647
- With VTA funding we conducted educational events on the connections between land use mobility and transit ridership.Expenses $13,200 · grants $13,200
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 37-1844383
- 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
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $193,495
- Income (IRS master file)
- $105,442
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $105,442 | $92,847 | $193,495 | XML |
| 990-EZ | June 2024 | $89,218 | $127,545 | $180,900 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2017 Officer: STEPHEN LEVY | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 37-1844383).
Questions about PALO ALTO FORWARD
- What is the EIN of PALO ALTO FORWARD?
- The employer identification number (EIN) of PALO ALTO FORWARD is 37-1844383.
- Is PALO ALTO FORWARD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to PALO ALTO FORWARD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PALO ALTO FORWARD 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 PALO ALTO FORWARD 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 PALO ALTO FORWARD last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of PALO ALTO FORWARD?
- The 990-N for 2017 names STEPHEN LEVY.
- Who are the officers and directors of PALO ALTO FORWARD?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PALO ALTO FORWARD have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $105,442, expenses of $92,847 and total assets of $193,495 at year end.
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- KARAT SCHOOL PROJECT EIN 82-5036957 · last filed 990 for 2025
- OPENFABRICS INC EIN 20-2146416 · last filed 990-EZ for 2025
- OPEN CAP TABLE COALITION CO EIN 99-1639552 · last filed 990-EZ for 2024
All nonprofits in PALO ALTO · California · Community improvement and capacity building