Toward Maximum Independence
- Assets
- $13.9m
- Revenue
- $21.4m
- Investments
- $0.0
- Employees
- 441
- Location
- San Diego, CA
- Founding
- 10/1986
- Data as of
- 06/2023
- EIN
- 33-0185759
Organization Overview
Toward Maximum Independence is located in San Diego, CA. The organization was established in 1986. As of 06/2023, Toward Maximum Independence employed 441 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Toward Maximum Independence is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Toward Maximum Independence generated $21.4m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 7.7% each year. All expenses for the organization totaled $20.9m during the year ending 06/2023. While expenses have increased by 7.5% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE COMMUNITY LIVING SERVICES PROGRAM ASSISTS PEOPLE WITH DISABILITIES TO ACHIEVE INDEPENDENCE AND ENABLES THEM TO LIVE IN HOMES OF THEIR CHOICE IN THE COMMUNITY. MOST OF THESE INDIVIDUALS LIVE IN HOMES TMI HAS HELPED THEM LOCATE. SERVICES PROVIDED INCLUDE ASSISTANCE WITH HOUSEHOLD MANAGEMENT SKILLS, BUDGETING, BANKING AND PAYING BILLS, SHOPPING, MEAL PLANNING AND PREPARATION, AS WELL AS LOCATING AND MAKING USE OF VARIOUS ACTIVITIES AND RESOURCES IN THEIR LOCAL COMMUNITIES. SERVICES RANGE FROM PAID NEIGHBORS WHO ASSIST FOR JUST A FEW HOURS A WEEK, TO PAID ROOMMATES WHO ACTUALLY LIVE WITH THE CLIENT AND STAY OVERNIGHT.PLEASE SEE SCHEDULE O FOR THE CONTINUATION OF THE THREE LARGEST PROGRAM SERVICE ACCOMPLISHMENTS.THE EMPLOYMENT SOLUTIONS PROGRAM HELPS PEOPLE WITH DISABILITIES TO GET INVOLVED IN JOBS OR WORK-RELATED ACTIVITY. TMI STAFF MEMBERS HELP CONSUMERS TO LOCATE JOB OR VOLUNTEER SITES THEN PROVIDE ON-THE-JOB COACHING TO HELP PEOPLE BE SUCCESSFUL IN THEIR EMPLOYMENT-RELATED PURSUITS. SERVICES INCLUDE JOB READINESS TRAINING, JOB SEARCH ASSISTANCE, APPLICATION AND INTERVIEW GUIDANCE, AND JOB PLACEMENT ALONG WITH THE PREVIOUSLY MENTIONED CAREER COACHING. THE FAMILY SUPPORT SERVICES PROGRAM PROVIDES LOVING, HOME-LIKE ENVIRONMENTS FOR CHILDREN, TEENS AND YOUNG ADULTS WITH DISABILITIES WHO ALSO HAVE BEHAVIORAL CHALLENGES. TO THIS END, TMI RECRUITS AND TRAINS FOSTER PARENTS, HELPS THEM OBTAIN LICENSURE FOR THEIR FOSTER HOMES, AND PROVIDES ONGOING SOCIAL WORK SUPPORT AND GUIDANCE, AS WELL AS BEHAVIORAL CONSULTATION AS NEEDED. THIS PROGRAM ALSO OFFERS OUT-OF-HOME RESPITE SERVICES AND BEHAVIORAL CONSULTATION FOR BIOLOGICAL FAMILIES WHOSE CHILDREN ARE STILL IN THE HOME.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christopher Walters Board Member | Trustee | 1 | $0 |
Jocelyn Gonzalez Treasurer, Board Member | Trustee | 1 | $0 |
Cathy Bishop Secretary, Board Member | Trustee | 1 | $0 |
Norman Faleono Board Member | Trustee | 1 | $0 |
Bryan Shull Vice Chair, Board Member | Trustee | 1 | $0 |
Michele Mamerto Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $6,855 |
| Related organizations | $0 |
| Government grants | $2,052,756 |
| All other contributions, gifts, grants, and similar amounts not included above | $18,261 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,077,872 |
| Total Program Service Revenue | $19,281,394 |
| Investment income | $34,199 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$59 |
| Net Income from Fundraising Events | $233 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $21,415,758 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $1,442,880 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $562,758 |
| Compensation of current officers, directors, key employees. | $62,063 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $13,205,570 |
| Pension plan accruals and contributions | $331,614 |
| Other employee benefits | $1,161,528 |
| Payroll taxes | $1,036,190 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $22,162 |
| Fees for services: Accounting | $17,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $199,084 |
| Advertising and promotion | $12,741 |
| Office expenses | $211,329 |
| Information technology | $240,318 |
| Royalties | $0 |
| Occupancy | $491,148 |
| Travel | $1,252,479 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $39,719 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $164,352 |
| Insurance | $159,013 |
| All other expenses | $0 |
| Total functional expenses | $20,866,568 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $663,961 |
| Savings and temporary cash investments | $6,033,530 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $3,766,230 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,481 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $125,630 |
| Net Land, buildings, and equipment | $1,787,235 |
| Investments—publicly traded securities | $484,297 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $29,040 |
| Other assets | $994,875 |
| Total assets | $13,886,279 |
| Accounts payable and accrued expenses | $92,763 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,706,127 |
| Total liabilities | $2,798,890 |
| Net assets without donor restrictions | $11,049,288 |
| Net assets with donor restrictions | $38,101 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $13,886,279 |