STRATEGY STUDIO / PUBLIC DATA EXPLORER

PEOPLE WITH DISABILITIES FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PEOPLE WITH DISABILITIES FOUNDATION (EIN 52-2228353)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-13
IRS object ID
202401349349307240
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T17:11:31-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942824205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TIRET COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1395 OYSTER POINT BLVD STE 400AddressLine1Txt
CitySOUTH SAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94080ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522228353EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEOPLE WITH DISABILITIES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEOPBusinessNameControlTxt
Phone4159313070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1507 POLK STREET 430AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN BRUCEPersonNm
Person TitlePRESIDENT & LEGAL DIPersonTitleTxt
Phone4159313070PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastBRUCEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN J REIDPreparerPersonNm
PTINP00066092PTIN
Phone6502250400PhoneNum
Preparation2024-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN BRUCEPrincipalOfficerNm
Gross Receipts$409,253GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PWDF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE EDUCATION AND ADVOCACY FOR PEOPLE WITH PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES,WITH OR WITHOUT PHYSICAL DISABILITIES, SO THAT THEY CAN ACHIEVE EQUAL OPPORTUNITIES IN ALL ASPECTS OF LIFE.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,025,239PYContributionsGrantsAmt
CY Contributions Grants$389,907CYContributionsGrantsAmt
PY Program Service Revenue$29,657PYProgramServiceRevenueAmt
CY Program Service Revenue$18,356CYProgramServiceRevenueAmt
PY Investment Income$513PYInvestmentIncomeAmt
CY Investment Income$990CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,055,409PYTotalRevenueAmt
CY Total Revenue$409,253CYTotalRevenueAmt
PY Grants And Similar Paid$57,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$12,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$248,069PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$197,377CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$78,836PYOtherExpensesAmt
CY Other Expenses$88,337CYOtherExpensesAmt
PY Total Expenses$384,405PYTotalExpensesAmt
CY Total Expenses$298,214CYTotalExpensesAmt
PY Revenues Less Expenses$671,004PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$111,039CYRevenuesLessExpensesAmt
Total Assets BOY$1,618,755TotalAssetsBOYAmt
Total Assets EOY$1,731,934TotalAssetsEOYAmt
Total Liabilities BOY$7,741TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,881TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,611,014NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,722,053NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE EDUCATION AND ADVOCACY FOR PEOPLE WITH PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES WITH OR WITHOUT PHYSICAL DISABILITIES, SO THAT THEY CAN ACHIEVE EQUAL OPPORTUNITIES IN ALL ASPECTS OF LIFE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$225,928ExpenseAmt
Revenue$18,356RevenueAmt
DescADVOCACY PROGRAM: WE FILED TWO NEW CIVIL RIGHTS DISCRIMINATION CASES AGAINST THE SOCIAL SECURITY ADMINISTRATION (SSA) IN FEDERAL COURT FOR REASONABLE ACCOMMODATIONS FOR CLIENTS WHO HAVE SCHIZOPHRENIA ( CASE NOS 3:23-CV-01037 AND 3:23-CV-03324 (N.D. CAL.)) IN ONE CASE PLAINTIFF'S SUPPLEMENTAL SECURITY INCOME (SSI) CHECKS WERE INITIALLY HELD UP FOR TWO YEARS BASED ON AN SSA FALSE ASSERTION THAT PLAINTIFF HAD 1 MILLION OF REAL ESTATE, RESULTING IN HIM BEING HOMELESS, BEING IN FOUR PSYCHIATRIC HOSPITALS AND LIVING IN SHELTERS. IN THE OTHER CASE, THE SSA CEASED PLAINTIFF'S BENEFITS WHEN SHE TRIED TO WORK, EVENTUALLY REINSTATING HER BUT WITHOUT THE RETROACTIVE 12-MONTHS OF BENEFITS. THE SSA SHOULD NEVER HAVE CEASED HER BENEFITS, GIVEN HER SYMPTOMATOLOGHY, WHICH INCLUDES DISORGANIZED THINKING AND VISUAL, AUDITORY, AND OLFACTORY HALLUCINATIONS. IN BOTH CASES, THE SSA HAD THE MEDICAL INFORMATION, WHICH SHOWED BY CLEAR AND CONVINCING EVIDENCE, ONE FOR 27 YEARS, THAT THESE INDIVIDUALS' SYMPTOMATOLOGY INCLUDED HALLUCINATIONS AND/OR DELUSIONS, INCLUDING AUDITORY, VISUAL, AND OLFACTORY, IN ADDITION TO PSYCHIATRIC FINDINGS OF CONSTANT DISORGANIZED THOUGHTS LASTING NOT LESS THAN 2 YEARS AT TIMES. SEE SOCIAL SECURITY LISTING 12.03 SCHIZOPHRENIA SPECTRUM DISORDER, PART 404, SUBPART P, APPENDIX 1. THE SSA KNEW ONE PERSON WAS HOMELESS FOR 2 YEARS AND FROM THE OTHER INDIVIDUAL'S WORK CDR, THAT THE STATED REASON FOR HOLDING UP HIS NO RECEIPT OF SSI CHECK BENEFITS AND TERMINATING HER SSDI CHECK BENEFITS WERE FALSE BECAUSE HE DID NOT OWN ANY REAL ESTATE AND SHE DID HAVE THE CAPACITY TO BE ENGAGED IN SUSTAINED WORK. TWELVE YEARS AGO, PWDF RECEIVED FAVORABLE OUTCOMES IN TWO FEDERAL COURT CASES FILED AGAINST THE SSA FOR DISCRIMINATION BASED ON PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES. (CASE NOS. 3:06-CV-6108 AND 3:09-CV-980 (N.D.CAL. 2012).) WE FILED THESE CASES FOR REASONABLE ACCOMMODATIONS TO PREVENT THE SSA FROM TERMINATING THESE CLIENTS FROM BENEFITS WITHOUT "EFFECTIVE COMMUNICATION- AND MEANINGFUL PROGRAM ACCESS. THESE CASES CAN TAKE A FEW YEARS SINCE THE SSA HAS NO REASON TO DRAW THEM OUT. PWDF REPRESENTED A CLIENT WHO REFUSED TO TAKE PSYCHOTROPIC MEDICATIONS, WHICH THE SSA USED TO SUPPORT THEIR CONCLUSION THAT THE CLIENT WAS NOT DISABLED. THE RIGHT TO REFUSE PSYCHOTROPIC MEDICATION IS AN IMPORTANT CIVIL RIGHT. M.F.V. O'MALLEY, COMM'R SOS. SEC. ADMIN., CASE 3:20-CV-08742 (N.D. CAL. NOV. 11, 2021). PWDF CONTINUES TO CONSULT WITH AND REPRESENT INDIVIDUALS WHO HAVE PSYCHIATRIC, INTELLECTUAL, NEUROPOGICAL, AND/OR DEVELOPMENTAL DISABILITIES ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY, EMPLOYMENT, AND HOUSING BENEFITS INCLUDING WITH REASONABLE ACCOMMODATIONS ISSUES. WE ALSO HAVE CLINICS FOR BENEFICIARIES OF SSDI AND/OR SSI, EMPLOYMENT, ETC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$24,148ExpenseAmt
DescEDUCATION PROGRAM: PWDF'S PUBLIC AWARENESS AND EDUCATION ACTIVITIES CONTINUE, BUT AT A REDUCED LEVEL SINCE IN-PERSON ACTIVITIES CEASED IN MARCH 2020 DUE TO THE CORONAVIRUS STAT-AT-HOME ORDERS. GERERALLY, PROGRAM ACTIVITIES INCLUDE OUTREACH EVENTS,GUEST SPEAKING, A QUARTERLY E-NEWSLETTER, INFORMATIONAL SEMINARS,TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE VIDEOS OF 20 3-HOUR EDUCATIONAL SEMINARS ON OUR YOUTUBE CHANNEL. IN ADDITION,WE CONTINUE TO MARKET OUR TRAINING VIDEOS FOR DISTRIBUTION. OVER THE LAST 10 YEARS, WE HAVE BEEN EXPANDING OUR PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO A NATIONAL PROGRAM THOUUGH LIVE STREAMING TECHNOLOGY. PWDF HAS DONE RESEARCH AND PLANNING FOR OUR NEXT FREE PUBLIC AWARENESS SEMINAR, WITH THE WORKING-TITLE OF "OLDER ADULTS AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND RELATED AWARENESS ISSUES." THIS SEMINAR WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT MAY ONSET LATE-IN LIFE. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA), AND ON SOCIAL SECURITY DISABLILITY INSURANCE (SSDI) AND SSI, WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH P/IDD. WE PROVIDE THESE TRAININGS LOCALLY,STATEWIDE AND NATIONWIDE BY LIVE STREAMING, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPER, NAMI MARIN CHAPTER, THE BAR ASSOCIATION OF SAN FRANCISCO AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. WHEN APPROPRIATE, WE SUBMIT PUBLIC COMMENTS TO GOVERNMENTAL AGENCIES, ADVOCATING FOR POLICIES AND REGULATORY CHANGES AS THEY PERTAIN TO PEOPLE WITH PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES (P/IDD), BECAUSE THIS POPULATION IS UNDERREPRESENTED AND STIGMATIZED. THIS YEAR WE REORGANIZED PARTS OF OUR WEBSITE TO MAKE OUR EDUCATION/PUBLIC AWARENESS VIDEOS AND OTHER RESOURCES EASIER TO FINE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$17,307ExpenseAmt
Grant$12,500GrantAmt
DescGRANT PROGRAM: PWDF CONTINUED OUR PILOT GRANT PROGRAM, PROVIDING FUNDS FOR OTHER ORGANIZATIONS FOR THEIR WORK IN SUPPORT OF PEOPLE WITH P/IDD. THIS YEAR, WE WERE GRATIFIED TO LEARN THAT TWO GRANTEES HAD BEEN ABLE TO USE PWDF GRANTS TO MAINTAIN VITAL PROGRAMS UNTIL THEY WERE ABLE TO SECURE LARGER CONTRACTS, THEREBY NO LONGER NEEDING THE PWDF GRANT. WE ALSO BEGAN THE 12-MONTH REPORT AND RENEWAL PROCESS FOR THE REMAINING EIGHT PROGRAMS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$267,383TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAPRIL BANERJEEPersonNm
Phone4159313070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1507 POLK STREET 430AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
STEVEN BRUCE
PRESIDENT &48.50Yes (X)$91,826$0$0
JANET ESPEY
SECRETARY0.50Yes (X)$0$0$0Yes (X)
MARTIN LEVINE
TREASURER0.50Yes (X)$0$0$0Yes (X)
HARRY SAUBERMAN
BOARD MEMBER0.50$0$0$0Yes (X)
MARTIN SCHULMAN
BOARD MEMBER0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$91,826TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$389,907AllOtherContributionsAmt
Noncash Contributions$388,640NoncashContributionsAmt
Total Contributions$389,907TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATUORY ATTORNEY FEES$17,781$17,781
CLIENT NON-REFUNDABLE COST$575$575
FieldValueIRS element (for citing)
Total Program Service Revenue$18,356TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$990TotalRevenueColumnAmt
Exclusion$990ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$409,253TotalRevenueColumnAmt
Related Or Exempt Func Income$18,356RelatedOrExemptFuncIncomeAmt
Exclusion$990ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Program Services$12,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$91,826TotalAmt
Program Services$89,071ProgramServicesAmt
Management And General$2,755ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$86,312TotalAmt
Program Services$69,202ProgramServicesAmt
Management And General$17,110ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,186TotalAmt
Program Services$1,876ProgramServicesAmt
Management And General$1,310ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,053TotalAmt
Program Services$14,287ProgramServicesAmt
Management And General$1,766ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,371TotalAmt
Program Services$8,753ProgramServicesAmt
Management And General$618ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,624TotalAmt
Program Services$1,556ProgramServicesAmt
Management And General$68ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,411TotalAmt
Program Services$1,132ProgramServicesAmt
Management And General$279ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,161TotalAmt
Program Services$2,017ProgramServicesAmt
Management And General$144ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$42,945TotalAmt
Program Services$40,970ProgramServicesAmt
Management And General$1,975ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,169TotalAmt
Program Services$1,169ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,101TotalAmt
Program Services$900ProgramServicesAmt
Management And General$201ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,571TotalAmt
Program Services$7,257ProgramServicesAmt
Management And General$314ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ADVOCACY$6,277$6,277
DUES, SUBSCRIPTIONS & CLE$4,416$4,416
RECONCILATION DISCREPAN$4,096$4,096
TELEPHONE$2,914$2,789$125

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,281TotalAmt
Program Services$3,211ProgramServicesAmt
Management And General$70ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$298,214TotalAmt
Program Services$267,383ProgramServicesAmt
Management And General$30,831ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$62,869BOYAmt
EOY$26,060EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,554,176BOYAmt
EOY$1,704,168EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$1,624EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,710BOYAmt
EOY$82EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,100LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,100LandBldgEquipAccumDeprecAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,618,755BOYAmt
EOY$1,731,934EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,741BOYAmt
EOY$6,875EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$1,789EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
EOY$1,217EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,741BOYAmt
EOY$9,881EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,611,014BOYAmt
EOY$1,722,053EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,611,014BOYAmt
EOY$1,722,053EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,618,755BOYAmt
EOY$1,731,934EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$111,039ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$379,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$201,667CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$413,226CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,053,753CurrentTaxYearMinus1YearAmt
Current Tax Year$407,688CurrentTaxYearAmt
Total$2,455,510TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$379,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$201,667CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$413,226CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,053,753CurrentTaxYearMinus1YearAmt
Current Tax Year$407,688CurrentTaxYearAmt
Total$2,455,510TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,455,510PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,257CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,994CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$513CurrentTaxYearMinus1YearAmt
Current Tax Year$990CurrentTaxYearAmt
Total$27,955TotalAmt
FieldValueIRS element (for citing)
Total Support$2,483,465TotalSupportAmt
Gross Receipts Rltd Activities$255,179GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98870PublicSupportCY170Pct
Public Support PY1700.98830PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationSTOCK CONTRIBUTIONS 0ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,100OtherCostOrOtherBasisAmt
Depreciation$8,100DepreciationAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART IV, LINE 2BFormAndLineReferenceDesc
ExplanationATTORNEY - CLIENT TRUST ACCOUNTExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF URBAN LIVINGBusinessNameLine1Txt
Business Name Line2INSTITUTE OF URBAN LIVINGBusinessNameLine2Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11060 BLADENSBURG RD NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Cash Grant$12,500CashGrantAmt
Purpose Of GrantPEOPLE WITH P/IDDPurposeOfGrantTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$388,640NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUE PER STOCK EXMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PAGE 1, PART I, LINE 32BFormAndLineReferenceDesc
ExplanationTHE SECURITIES WERE TRANSFERRED/DEPOSITED INTO THEIR MORGAN STANLEY BROKERAGE ACCOUNT AND THEN SOLD.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4AADVOCACY PROGRAM: WE FILED TWO NEW CIVIL RIGHTS DISCRIMINATION CASES AGAINST THE SOCIAL SECURITY ADMINISTRATION (SSA) IN FEDERAL COURT FOR REASONABLE ACCOMMODATIONS FOR CLIENTS WHO HAVE SCHIZOPHRENIA ( CASE NOS 3:23-CV-01037 AND 3:23-CV-03324 (N.D. CAL.)) IN ONE CASE PLAINTIFF'S SUPPLEMENTAL SECURITY INCOME (SSI) CHECKS WERE INITIALLY HELD UP FOR TWO YEARS BASED ON AN SSA FALSE ASSERTION THAT PLAINTIFF HAD 1 MILLION OF REAL ESTATE, RESULTING IN HIM BEING HOMELESS, BEING IN FOUR PSYCHIATRIC HOSPITALS AND LIVING IN SHELTERS. IN THE OTHER CASE, THE SSA CEASED PLAINTIFF'S BENEFITS WHEN SHE TRIED TO WORK, EVENTUALLY REINSTATING HER BUT WITHOUT THE RETROACTIVE 12-MONTHS OF BENEFITS. THE SSA SHOULD NEVER HAVE CEASED HER BENEFITS, GIVEN HER SYMPTOMATOLOGHY, WHICH INCLUDES DISORGANIZED THINKING AND VISUAL, AUDITORY, AND OLFACTORY HALLUCINATIONS. IN BOTH CASES, THE SSA HAD THE MEDICAL INFORMATION, WHICH SHOWED BY CLEAR AND CONVINCING EVIDENCE, ONE FOR 27 YEARS, THAT THESE INDIVIDUALS' SYMPTOMATOLOGY INCLUDED HALLUCINATIONS AND/OR DELUSIONS, INCLUDING AUDITORY, VISUAL, AND OLFACTORY, IN ADDITION TO PSYCHIATRIC FINDINGS OF CONSTANT DISORGANIZED THOUGHTS LASTING NOT LESS THAN 2 YEARS AT TIMES. SEE SOCIAL SECURITY LISTING 12.03 SCHIZOPHRENIA SPECTRUM DISORDER, PART 404, SUBPART P, APPENDIX 1. THE SSA KNEW ONE PERSON WAS HOMELESS FOR 2 YEARS AND FROM THE OTHER INDIVIDUAL'S WORK CDR, THAT THE STATED REASON FOR HOLDING UP HIS NO RECEIPT OF SSI CHECK BENEFITS AND TERMINATING HER SSDI CHECK BENEFITS WERE FALSE BECAUSE HE DID NOT OWN ANY REAL ESTATE AND SHE DID HAVE THE CAPACITY TO BE ENGAGED IN SUSTAINED WORK. TWELVE YEARS AGO, PWDF RECEIVED FAVORABLE OUTCOMES IN TWO FEDERAL COURT CASES FILED AGAINST THE SSA FOR DISCRIMINATION BASED ON PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES. (CASE NOS. 3:06-CV-6108 AND 3:09-CV-980 (N.D.CAL. 2012).) WE FILED THESE CASES FOR REASONABLE ACCOMMODATIONS TO PREVENT THE SSA FROM TERMINATING THESE CLIENTS FROM BENEFITS WITHOUT "EFFECTIVE COMMUNICATION- AND MEANINGFUL PROGRAM ACCESS. THESE CASES CAN TAKE A FEW YEARS SINCE THE SSA HAS NO REASON TO DRAW THEM OUT. PWDF REPRESENTED A CLIENT WHO REFUSED TO TAKE PSYCHOTROPIC MEDICATIONS, WHICH THE SSA USED TO SUPPORT THEIR CONCLUSION THAT THE CLIENT WAS NOT DISABLED. THE RIGHT TO REFUSE PSYCHOTROPIC MEDICATION IS AN IMPORTANT CIVIL RIGHT. M.F.V. O'MALLEY, COMM'R SOS. SEC. ADMIN., CASE 3:20-CV-08742 (N.D. CAL. NOV. 11, 2021). PWDF CONTINUES TO CONSULT WITH AND REPRESENT INDIVIDUALS WHO HAVE PSYCHIATRIC, INTELLECTUAL, NEUROPOGICAL, AND/OR DEVELOPMENTAL DISABILITIES ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY, EMPLOYMENT, AND HOUSING BENEFITS INCLUDING WITH REASONABLE ACCOMMODATIONS ISSUES. WE ALSO HAVE CLINICS FOR BENEFICIARIES OF SSDI AND/OR SSI, EMPLOYMENT, ETC.
FORM 990, PAGE 2, PART III, LINE 4BEDUCATION PROGRAM: PWDF'S PUBLIC AWARENESS AND EDUCATION ACTIVITIES CONTINUE, BUT AT A REDUCED LEVEL SINCE IN-PERSON ACTIVITIES CEASED IN MARCH 2020 DUE TO THE CORONAVIRUS STAT-AT-HOME ORDERS. GERERALLY, PROGRAM ACTIVITIES INCLUDE OUTREACH EVENTS,GUEST SPEAKING, A QUARTERLY E-NEWSLETTER, INFORMATIONAL SEMINARS,TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE VIDEOS OF 20 3-HOUR EDUCATIONAL SEMINARS ON OUR YOUTUBE CHANNEL. IN ADDITION,WE CONTINUE TO MARKET OUR TRAINING VIDEOS FOR DISTRIBUTION. OVER THE LAST 10 YEARS, WE HAVE BEEN EXPANDING OUR PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO A NATIONAL PROGRAM THOUUGH LIVE STREAMING TECHNOLOGY. PWDF HAS DONE RESEARCH AND PLANNING FOR OUR NEXT FREE PUBLIC AWARENESS SEMINAR, WITH THE WORKING-TITLE OF "OLDER ADULTS AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND RELATED AWARENESS ISSUES." THIS SEMINAR WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT MAY ONSET LATE-IN LIFE. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA), AND ON SOCIAL SECURITY DISABLILITY INSURANCE (SSDI) AND SSI, WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH P/IDD. WE PROVIDE THESE TRAININGS LOCALLY,STATEWIDE AND NATIONWIDE BY LIVE STREAMING, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPER, NAMI MARIN CHAPTER, THE BAR ASSOCIATION OF SAN FRANCISCO AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. WHEN APPROPRIATE, WE SUBMIT PUBLIC COMMENTS TO GOVERNMENTAL AGENCIES, ADVOCATING FOR POLICIES AND REGULATORY CHANGES AS THEY PERTAIN TO PEOPLE WITH PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES (P/IDD), BECAUSE THIS POPULATION IS UNDERREPRESENTED AND STIGMATIZED. THIS YEAR WE REORGANIZED PARTS OF OUR WEBSITE TO MAKE OUR EDUCATION/PUBLIC AWARENESS VIDEOS AND OTHER RESOURCES EASIER TO FINE.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990,PART VI, LINE 11B - A SUBCOMMITTEE OF THE BOARD OF DIRECTORS HAS REVIEWED THE FORM 990,ITS SCHEDULES, AND RELATED ATTACHMENTS IN DETAIL BEFORE THE RETURN WAS FILED AND IT IS AVAILABLE TO OTHER MEMBERS OF THE BOARD AT THEIR REQUEST.
FORM 990, PAGE 6, PART VI, LINE 12CPWDF MONITORS THIS ON AN ON-GOING BASIS; AS A SMALL AGENCY, IT WOULD HAVE BEEN REPORTED AND DISCUSSED AT EVERY GENERAL ANNUAL AND BUDGET BOARD MEETING. THIS FY THERE WAS NO NEED FOR ENFORCEMENT.
FORM 990, PAGE 6, PART VI, LINE 15AEVERY YEAR, THE VOTING BOARD REVIEWS THE STAFFING AND SALARY STRUCTURE AT THE PWDF GENERAL ANNUAL BUDGET MEETING IN APRIL OR MAY. PERIODICALLY, (EVERY 5 YEARS), WE PURCHASE NAIONAL AND/OR REGIONAL SALARY DATA FROM GUIDESTAR OR SIMILAR TO COMPARE OUR SALARY STRUCTURE WITH SIMILAR NONPROFITS THAT HAVE SIMILAR BUDGET AMOUNTS.
FORM 990, PAGE 6, PART VI, LINE 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION AND ALSO THROUGH THE OFFICE OF THE CALIFORNIA ATTORNEY GENERAL.