Civic Intelligence

Moving Seniors Forward

EIN 30-0678453 • 501(c)3 • Westlake Village, CA

Profile

Our group consists of dedicated and compassionate professionals who provide quality services, prducts and information. We bring resources and an awareness of options, always committed to enhancing the lives of seniors and their families in our community.

2393 Townsgate Rd Ste 201Westlake Village, CA 91361

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

37th percentile

-4.7%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

43rd percentile

-5.7%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

4.4%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$2,339

Up $1,369 (+141%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$2,339

Up $1,369 (+141%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$9,625

Up $1,471 (+18%) from 2024

Expenses

Down

$8,256

Down $2,349 (-22%) from 2024

Net Income

Up

$1,369

Up $3,820 (+156%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2018: $4,695Net Assets 2018: $4,6952018Assets 2019: $5,187Net Assets 2019: $5,1872019Assets 2020: $4,890Net Assets 2020: $4,8902020Assets 2021: $5,569Net Assets 2021: $5,5692021Assets 2022: $6,045Net Assets 2022: $6,0452022Assets 2023: $3,421Net Assets 2023: $3,4212023Assets 2024: $970Net Assets 2024: $9702024Assets 2025: $2,339Net Assets 2025: $2,3392025

Highlighted filing

2025

Assets$2,339
Liabilities-
Net Assets$2,339
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2018: $10,439Expenses 2018: $5,744Net Income 2018: $4,6952018Revenue 2019: $6,033Expenses 2019: $5,541Net Income 2019: $4922019Revenue 2020: $6,300Expenses 2020: $6,597Net Income 2020: -$2972020Revenue 2021: $5,250Expenses 2021: $4,571Net Income 2021: $6792021Revenue 2022: $9,001Expenses 2022: $8,525Net Income 2022: $4762022Revenue 2023: $8,517Expenses 2023: $11,141Net Income 2023: -$2,6242023Revenue 2024: $8,154Expenses 2024: $10,605Net Income 2024: -$2,4512024Revenue 2025: $9,625Expenses 2025: $8,256Net Income 2025: $1,3692025

Highlighted filing

2025

Revenue$9,625
Expenses$8,256
Net Income$1,369
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,339
Liabilities
-
Net assets
$2,339
Revenue
$9,625
Expenses
$8,256
Net income
$1,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.34$2.34$9.63$8.26$1.37
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.97$8.15$10.6$2.45
2023Detailed filing. Detailed filing data is available for this year.$3.42$3.42$8.52$11.1$2.62
2022Detailed filing. Detailed filing data is available for this year.$6.05$6.05$9.00$8.53$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.57$5.57$5.25$4.57$0.68
2020Detailed filing. Detailed filing data is available for this year.$4.89$4.89$6.30$6.60$0.30
2019Detailed filing. Detailed filing data is available for this year.$5.19$5.19$6.03$5.54$0.49
2018Detailed filing. Detailed filing data is available for this year.$4.70$4.70$10.4$5.74$4.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 25, 2026
Return Version
2025v4.0
Gross Receipts
$9,625
Mission and Program Overview

Mission

Our group consists of dedicated and compassionate professionals who provide quality services, prducts and information. We bring resources and an awareness of options, always committed to enhancing the lives of seniors and their families in our community.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL WORKSHOPS-$8,006
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA ARCHIEPresident-$0--
ROBERT TRIPLETTVice President-$0--
ROBERT TRIPLETTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Moving Seniors Forward
EIN
30-0678453
Phone
8055588157
Address
2393 TOWNSGATE RD STE 201, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Linda Archie
Title
President
Signed
2026-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Freeman & Associates Accty Corp
Address
4263 Tierra Rejada Rd Ste 196, Moorpark, CA 93021
Preparer
Steven Z Freeman CPA
Phone
8055013485
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2409”

Other Expenses.1

“Event Costs $3272”

Other Expenses.2

“Meeting Supplies $2025”

Other Expenses.3

“Dues Refund $300”

Raw XML Appendix134 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT TRIPLETT
IRS990EZ/BooksInCareOfDetail/PhoneNum08055588157
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0223 E THOUSAND OAKS BLVD STE 320
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THOUSAND OAKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0970
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02339
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01369
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0970
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02339
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt09625
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09375
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0970
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02339
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0970
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02339
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA ARCHIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT TRIPLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT TRIPLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08006
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR GROUP CONSISTS OF DEDICATED AND COMPASSIONATE PROFESSIONALS WHO PROVIDE QUALITY SERVICES, PRDUCTS AND INFORMATION. WE BRING RESOURCES AND AN AWARENESS OF OPTIONS, ALWAYS COMMITTED TO ENHANCING THE LIVES OF SENIORS AND THEIR FAMILIES IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL WORKSHOPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08006
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08256
IRS990EZ/TotalProgramServiceExpensesAmt08006
IRS990EZ/TotalRevenueAmt09625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt040547
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt040547
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08154
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt040547
IRS990ScheduleA/TotalSupportAmt040547
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Event Costs $3272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Supplies $2025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues Refund $300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA ARCHIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOVING SENIORS FORWARD
ReturnHeader/Filer/BusinessNameControlTxt0MOVI
ReturnHeader/Filer/EIN0300678453
ReturnHeader/Filer/PhoneNum08055588157
ReturnHeader/Filer/USAddress/AddressLine1Txt02393 TOWNSGATE RD STE 201
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091361
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953227316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Freeman & Associates Accty Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04263 Tierra Rejada Rd Ste 196
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Moorpark
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093021
ReturnHeader/PreparerPersonGrp/PhoneNum08055013485
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN Z FREEMAN CPA
ReturnHeader/ReturnTs02026-02-25T19:56:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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