STRATEGY STUDIO / PUBLIC DATA EXPLORER

PEOPLE WITH DISABILITIES FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PEOPLE WITH DISABILITIES FOUNDATION (EIN 52-2228353)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202341359349312674
Schema version
2021v4.0
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)
Return2023-05-15T15:37:35-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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 TitlePRESIDENTPersonTitleTxt
Phone4159313070PhoneNum
Signature2022-05-02SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN J REIDPreparerPersonNm
PTINP00066092PTIN
Phone6502250400PhoneNum
Preparation2023-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN BRUCEPrincipalOfficerNm
Gross Receipts$1,055,409GrossReceiptsAmt
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 Employee8TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$413,226PYContributionsGrantsAmt
CY Contributions Grants$1,025,239CYContributionsGrantsAmt
PY Program Service Revenue$33,430PYProgramServiceRevenueAmt
CY Program Service Revenue$29,657CYProgramServiceRevenueAmt
PY Investment Income$201PYInvestmentIncomeAmt
CY Investment Income$513CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$446,857PYTotalRevenueAmt
CY Total Revenue$1,055,409CYTotalRevenueAmt
PY Grants And Similar Paid$66,686PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$57,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$253,792PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$248,069CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$97,065PYOtherExpensesAmt
CY Other Expenses$78,836CYOtherExpensesAmt
PY Total Expenses$417,543PYTotalExpensesAmt
CY Total Expenses$384,405CYTotalExpensesAmt
PY Revenues Less Expenses$29,314PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$671,004CYRevenuesLessExpensesAmt
Total Assets BOY$953,783TotalAssetsBOYAmt
Total Assets EOY$1,618,755TotalAssetsEOYAmt
Total Liabilities BOY$13,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,741TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$940,010NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,611,014NetAssetsOrFundBalancesEOYAmt
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$260,189ExpenseAmt
Revenue$29,514RevenueAmt
DescADVOCACY PROGRAM: PWDF CONTINUES TO CONSULT WITH AND REPRESENT INDIVIDUALS WHO HAVE PSYCHIATRIC, INTELLECTUAL,AND/OR DEVELOPMENTAL DISABILITIES (P/IDD) ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY, EMPLOYMENT, AND HOUSING BENEFITS INCLUDING WITH REASONABLE ACCOMMODATIONS ISSUES. WE PRIMARILY REPRESENT CLIENTS BEFORE THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR SOCIAL SECURITY DISABILITY INSURANCE (SSDI) AND SUPPLEMENTAL SECURITY INCOME (SSI) BENEFITS,INCLUDING IN POST-ENTITLEMENT AND POST ENTITLEMENT/ELIGIBILITY FOR BENEFITS. WE HAVE CLINICS FOR BENEFICIARIES OF SSDI AND/OR SSI WHO HAVE ISSUES DUE TO SSDI WORK REVIEWS AND SSI REDETERMINATIONS BASED ON INCOME AND/OR RESOURCES, AND RESULTING OVERPAYMENTS IN EITHER OR BOTH PROGRAMS. THIS WORK CONTINUED THROUGHOUT THE COVID-19 PANDEMIC,BUT AT REDUCED OPERATIONS (50%); OPERATIONS INCREASED SOMEWHAT AS PANDEMIC RESTRICTINS WERE LIFED. IN 2012, PWDF RECEIVED FAVORABLE OUTCOMES IN TWO FEDERAL COURT CASES FILED AGAINST THE SSA ALLEGING THAT THEY DISCRIMINATE AGAINST PEOPLE WITH MENTAL (SCHIZOPHRENIA) AND DEVELOPMENTAL (AUTISM) DISABILITIES. (CASE NOS. 3:06- CV-6108 AND 3:09-CV-980 (N.D. CAL. 2012).) THIS IS THE FIRST TIME THE SSA OFFERED REASONABLE ACCOMMODATIONS ON THE BASIS OF MENTAL/DEVELOPMENTAL DISABILITIES. WE ARE CURRENTLY IN THE ENFORCEMENT STAGE, ENSURING THE SSA IS NOT IN VIOLATION OF THIS SETTLEMENT AGREEMENT WITH RESPECT TO DOE: DAVIS PASSED AWAY. PREVIOUSLY WE CONTACTED THE U.S. ATTORNEY'S OFFICE TO COMPLY BEFORE WE WENT BACK TO COURT. WE ARE NOW PREPARING TO FILE A FOURTH SEC. 504 COMPLAINT AGAINST THE SSA IN A CASE WHERE PLAINTIFF'S SSI CHECKS WERE HELD UP FOR 2 YEARS BASED ON AN SSA FALSE ACCUSATION THAT PLAINTIFF HAD 1 MILLION OF REAL ESTATE. PLAINTIFF HAS SCHIZOPHENIA, DESCRIBED AS ACUTE, FOR WHICH HE WAS HOSPITALIZED FOUR TIMES DURING THE SSI APPLICATION PROCESS. WE ARE NOW AT THE CO-COUNSEL AGREEMENT STAGE. THIS CASE CAN TAKE A FEW YEARS. PWDF IS REPRESENTING A CLIENT WITH PSYCHIATRIC IMPAIRMENTS AGAINST THE SSA ON SEVERAL ISSUES IMPORTANT TO DISABILITY RIGHTS. ONE ISSUE IS THAT THE SSA USED THE CLIENT'S REFUSAL TO TAKE PSYCHOTROPIC DRUGS TO SUPPORT THEIR CONCLUSION THAT THE CLIENT WAS NOT DISABLED. THE RIGHT TO REFUSE MEDICATION IS AN IMPORTANT CIVIL RIGHT. A FEDERAL JUDGE AGREED WITH PWDF THAT THE SSA INCORRECTLY DISCOUNTED CLIENT'S TESTIMONY ABOUT HER SYMPTOMS BECAUSE SHE REFUSED TO TAKE PSYHOTROPIC DRUGS WITHOUT CONSIDERING HER REASONS FOR NOT TAKING THE MEDICATIONS. THE SSA ALSO INCORRECTLY (AND UNFAIRLY) APPLIED A PART OF THE SOCIAL SECURITY ACT THAT EVALUATES EXERTIONAL CRITERIA, I.E., LIFTING AND CARRYING, WHEN IT ASSESSED CLIENT'S NON-EXERTIONAL IMPAIRMENTS, I.E., MAJOR DEPRESSIVE DISORDER. IN OTHER WORDS, THE SSA IGNORED HER PSYCHIATRIC IMPAIRMENTS BY STATING THAT HER EXERTIONAL ABILITIES ALLOW HER TO WORK.PWDF WON A REMAND IN FEDERAL DISTRICT COURT TO HAVE THE SSA REHEAR THIS CLIENT'S DISABILITY CLAIM AS TO THE FIRST LEGAL ERROR, REFUSING TO TAKE PSYCHOTROPIC MEDICATION, USING A "CLEAR AND CONVINCING"STANDARD. M.F. V. KIJAKAZI, ACTING COMM'R SOC. SEC. ADMIN., CASE 3:20-CV-08742 (N.D. CAL. NOV. 11, 2021). PWDF IS REPRESENTING THE CLIENT IN THE NEW HEARING ON AUGUST 18, 2022. WE FINALLY GOT A NEW JUDGE AFTER THE SAME ONE REFUSED TO RECUSE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$24,089ExpenseAmt
Revenue$143RevenueAmt
DescEDUCATION PROGRAM: IN-PERSON ACTIVITIES CEASED IN MARCH 2020 DUE TO THE CORONAVIRUS STAY-AT-HOME ORDERS, SO PWDF'S PUBLIC EDUCATION ACTIVITIES CONTINUED AT A REDUCED LEVEL, ALTHOUGH THEY ARE EXPECTED TO RESUME AS STATE AND COUNTY HEALTH ORDERS ALLOW. GERERALLY, PROGRAM ACTIVITIES INCLUDE OUTREACH EVENTS,GUEST SPEAKING, A QUARTERLY E-NEWSLETTER, INFORMATIONAL SEMINARS,TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS AND DISSEMINATES OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE VIDEOS OF NEARLY 20 3-HOUR EDUCATIONAL SEMINARS ON OUR YOUTUBE CHANNEL. IN ADDITION, WE CONTINUE TO MARKET OUR TRAINING VIDEOS FOR DISTRIBUTION. OVER THE LAST SEVERAL YEARS, WE HAVE BEEN EXPANDING OUR PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO A NATIONAL PROGRAM THOUUGH 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 OFTEN OR MAY ONSET LATE-IN LIFE SUCH AS DEMENTIA (NOW PER DSM 5, "NEURO-COGNITIVE DISORDER),PERSONALITY DISORDER, COGNITIVE DYSFUNCTION, ANXIETY, AND DEPRESSIONTO PROVIDE A ROBUST AND IMPORTANT TOPIC WITH WHICH TO EDUCATE THE COMMUNITY. IN 2015, WE BEGAN INCREASING OUR WORK IN SUBMITTING PUBLIC COMMENTS TO GOVERNMENTAL AGENCIES ADVOCATING FOR POLICIES AND REGULATORY CHANGES AS THEY PERTAIN TO PEOPLE WITH P/IDD, BECAUSE THIS POPULATION IS TOO OFTEN UNDERREPRESENTED AND STIGMATIZED. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AS WELL AS (SSDI) AND SSI WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH P/IDD. WE PROVIDE THESE TRAININGS STATEWIDE AND LOCALLY, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, NAMI MARIN CHAPTER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. WE DID NOT PROVIDE THESE TRAININGS DURING THE PANDEMIC BECAUSE OF OUR REDUCED PROGRAM OPERATIONS BUT EXPECT TO RESUM. PWDF CONTINUES TO PROVIDE LINKS TO OUR EDUCATION/PUBLIC AWARENESS VIDEOS. RECENTLY A REQUEST FROM A U OF PENN PROFESSOR REQUESTED: "HHP://WWW.PWDF.ORG/ONLINE-WORKSHOP-DISABILITY-DISCRIMINATION-LAWSUITS- ENSURING-EQUAL-ACCESS-TO-ADVOCACY-FOR-CLIENTS-WITH-MENTAL-ANDOR- DEVELOPMENTAL-DISABILITIES/.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$70,938ExpenseAmt
Grant$57,500GrantAmt
DescGRANT PROGRAM: PWDF CONTINUED OUR PILOT GRANT PROGRAM, PROVIDING FUNDS FOR OTHER ORGANIZATIONS FOR THEIR WORK IN SUPPORT OF PEOPLE WITH P/IDD. IN FY 2020-21, WE REVIEWED THE 12-MONTH REPORTS AND RENEWAL APPLICATIONS FOR THE 2020 GRANTEES AND OFFERED A NEW GRANT ROUND. WE RENEWED GRANTS TO SEVEN PROGRAMS, INCLUDING ONE THAT HAD BEEN POSTPONED DUE TO THE PANDEMIC, AND ADDED TWO NEW PROGRAMS, FOR A TOTAL OF NINE GRANT AWARDS IN THIS PERIOD.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$680ExpenseAmt
DescOTHERDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$680TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$355,896TotalProgramServiceExpensesAmt
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 CounselingfalseCreditCounselingInd
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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8EmployeeCnt
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)
PersonSTEVEN BRUCEPersonNm
Phone4159313070PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
STEVEN BRUCE
PRESIDENT48.50Yes (X)$86,811$0$0
APRIL BANERJEE
EXECUTIVE DI20.00Yes (X)$35,474$0$0
HARRY SAUBERMAN
BOARD DIRECT0.50$0$0$0Yes (X)
MARTIN SCHULMAN
BOARD DIRECT0.50$0$0$0Yes (X)
JANET ESPEY
SECRETARY0.50Yes (X)$0$0$0
MARTIN LEVINE
TREASURER0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$122,285TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,025,239AllOtherContributionsAmt
Noncash Contributions$274,337NoncashContributionsAmt
Total Contributions$1,025,239TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATUORY ATTORNEY FEES$28,514$28,514
CLIENT NON-REFUNDABLE COST$1,000$1,000
SALES OF PRODUCT INCOME$143$143
FieldValueIRS element (for citing)
Total Program Service Revenue$29,657TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$513TotalRevenueColumnAmt
Exclusion$513ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,055,409TotalRevenueColumnAmt
Related Or Exempt Func Income$29,657RelatedOrExemptFuncIncomeAmt
Exclusion$513ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$57,500TotalAmt
Program Services$57,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$122,285TotalAmt
Program Services$111,680ProgramServicesAmt
Management And General$10,605ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$95,041TotalAmt
Program Services$87,494ProgramServicesAmt
Management And General$7,547ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$9,183TotalAmt
Program Services$8,729ProgramServicesAmt
Management And General$454ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,560TotalAmt
Program Services$20,848ProgramServicesAmt
Management And General$712ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,045TotalAmt
Program Services$1,697ProgramServicesAmt
Management And General$7,348ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total-$2,620TotalAmt
Program Services$780ProgramServicesAmt
Management And General-$3,400ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,826TotalAmt
Program Services$2,053ProgramServicesAmt
Management And General$773ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,062TotalAmt
Program Services$1,861ProgramServicesAmt
Management And General$201ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,203TotalAmt
Program Services$45,793ProgramServicesAmt
Management And General$2,410ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$536TotalAmt
Program Services$129ProgramServicesAmt
Management And General$407ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,916TotalAmt
Program Services$2,770ProgramServicesAmt
Management And General$146ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,210TotalAmt
Program Services$4,069ProgramServicesAmt
Management And General$141ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
TELEPHONE$4,793$3,749$1,044
DUES, SUBSCRIPTIONS & CLE$3,570$3,570
RECRUITMENT COSTS$3,166$3,160$6
DEPR ALLOCATION$292$292

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$163TotalAmt
Program Services-$278ProgramServicesAmt
Management And General$115ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$384,405TotalAmt
Program Services$355,896ProgramServicesAmt
Management And General$28,509ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$44,063BOYAmt
EOY$62,869EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$907,955BOYAmt
EOY$1,554,176EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,765BOYAmt
EOY$1,710EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,166LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,166LandBldgEquipAccumDeprecAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$953,783BOYAmt
EOY$1,618,755EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,773BOYAmt
EOY$7,741EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,773BOYAmt
EOY$7,741EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$940,010BOYAmt
EOY$1,611,014EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$940,010BOYAmt
EOY$1,611,014EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$953,783BOYAmt
EOY$1,618,755EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$671,004ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$760,831CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$379,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$201,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$413,226CurrentTaxYearMinus1YearAmt
Current Tax Year$1,053,753CurrentTaxYearAmt
Total$2,808,653TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$760,831CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$379,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$201,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$413,226CurrentTaxYearMinus1YearAmt
Current Tax Year$1,053,753CurrentTaxYearAmt
Total$2,808,653TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,808,653PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,257CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$201CurrentTaxYearMinus1YearAmt
Current Tax Year$513CurrentTaxYearAmt
Total$33,304TotalAmt
FieldValueIRS element (for citing)
Total Support$2,841,957TotalSupportAmt
Gross Receipts Rltd Activities$280,844GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98830PublicSupportCY170Pct
Public Support PY1700.77780PublicSupportPY170Pct
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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,166OtherCostOrOtherBasisAmt
Depreciation$7,166DepreciationAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ARC OF THE UNITED STATES
1825 K STREET NW STE 1200WASHINGTON DCDC20006501C3$10,000SEE PART III 4C
LAUREL HOUSE
1616 WASHINGTON BLVDSTAMFORDCT06902501C3$12,500SEE PART III 4C
PENN ELKS MAJOR PROJECTS
703 GEORGIAN PLSOMERSETPA15501501C3$10,000SEE PART III 4C
MEMPHIS JEWISH COMMUNITY CENTER
6560 POPLAR AVEMEMPHISTN38138501C3$10,000SEE PART III 4C

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$274,337NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4AADVOCACY PROGRAM: PWDF CONTINUES TO CONSULT WITH AND REPRESENT INDIVIDUALS WHO HAVE PSYCHIATRIC, INTELLECTUAL,AND/OR DEVELOPMENTAL DISABILITIES (P/IDD) ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY, EMPLOYMENT, AND HOUSING BENEFITS INCLUDING WITH REASONABLE ACCOMMODATIONS ISSUES. WE PRIMARILY REPRESENT CLIENTS BEFORE THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR SOCIAL SECURITY DISABILITY INSURANCE (SSDI) AND SUPPLEMENTAL SECURITY INCOME (SSI) BENEFITS,INCLUDING IN POST-ENTITLEMENT AND POST ENTITLEMENT/ELIGIBILITY FOR BENEFITS. WE HAVE CLINICS FOR BENEFICIARIES OF SSDI AND/OR SSI WHO HAVE ISSUES DUE TO SSDI WORK REVIEWS AND SSI REDETERMINATIONS BASED ON INCOME AND/OR RESOURCES, AND RESULTING OVERPAYMENTS IN EITHER OR BOTH PROGRAMS. THIS WORK CONTINUED THROUGHOUT THE COVID-19 PANDEMIC,BUT AT REDUCED OPERATIONS (50%); OPERATIONS INCREASED SOMEWHAT AS PANDEMIC RESTRICTINS WERE LIFED. IN 2012, PWDF RECEIVED FAVORABLE OUTCOMES IN TWO FEDERAL COURT CASES FILED AGAINST THE SSA ALLEGING THAT THEY DISCRIMINATE AGAINST PEOPLE WITH MENTAL (SCHIZOPHRENIA) AND DEVELOPMENTAL (AUTISM) DISABILITIES. (CASE NOS. 3:06- CV-6108 AND 3:09-CV-980 (N.D. CAL. 2012).) THIS IS THE FIRST TIME THE SSA OFFERED REASONABLE ACCOMMODATIONS ON THE BASIS OF MENTAL/DEVELOPMENTAL DISABILITIES. WE ARE CURRENTLY IN THE ENFORCEMENT STAGE, ENSURING THE SSA IS NOT IN VIOLATION OF THIS SETTLEMENT AGREEMENT WITH RESPECT TO DOE: DAVIS PASSED AWAY. PREVIOUSLY WE CONTACTED THE U.S. ATTORNEY'S OFFICE TO COMPLY BEFORE WE WENT BACK TO COURT. WE ARE NOW PREPARING TO FILE A FOURTH SEC. 504 COMPLAINT AGAINST THE SSA IN A CASE WHERE PLAINTIFF'S SSI CHECKS WERE HELD UP FOR 2 YEARS BASED ON AN SSA FALSE ACCUSATION THAT PLAINTIFF HAD 1 MILLION OF REAL ESTATE. PLAINTIFF HAS SCHIZOPHENIA, DESCRIBED AS ACUTE, FOR WHICH HE WAS HOSPITALIZED FOUR TIMES DURING THE SSI APPLICATION PROCESS. WE ARE NOW AT THE CO-COUNSEL AGREEMENT STAGE. THIS CASE CAN TAKE A FEW YEARS. PWDF IS REPRESENTING A CLIENT WITH PSYCHIATRIC IMPAIRMENTS AGAINST THE SSA ON SEVERAL ISSUES IMPORTANT TO DISABILITY RIGHTS. ONE ISSUE IS THAT THE SSA USED THE CLIENT'S REFUSAL TO TAKE PSYCHOTROPIC DRUGS TO SUPPORT THEIR CONCLUSION THAT THE CLIENT WAS NOT DISABLED. THE RIGHT TO REFUSE MEDICATION IS AN IMPORTANT CIVIL RIGHT. A FEDERAL JUDGE AGREED WITH PWDF THAT THE SSA INCORRECTLY DISCOUNTED CLIENT'S TESTIMONY ABOUT HER SYMPTOMS BECAUSE SHE REFUSED TO TAKE PSYHOTROPIC DRUGS WITHOUT CONSIDERING HER REASONS FOR NOT TAKING THE MEDICATIONS. THE SSA ALSO INCORRECTLY (AND UNFAIRLY) APPLIED A PART OF THE SOCIAL SECURITY ACT THAT EVALUATES EXERTIONAL CRITERIA, I.E., LIFTING AND CARRYING, WHEN IT ASSESSED CLIENT'S NON-EXERTIONAL IMPAIRMENTS, I.E., MAJOR DEPRESSIVE DISORDER. IN OTHER WORDS, THE SSA IGNORED HER PSYCHIATRIC IMPAIRMENTS BY STATING THAT HER EXERTIONAL ABILITIES ALLOW HER TO WORK.PWDF WON A REMAND IN FEDERAL DISTRICT COURT TO HAVE THE SSA REHEAR THIS CLIENT'S DISABILITY CLAIM AS TO THE FIRST LEGAL ERROR, REFUSING TO TAKE PSYCHOTROPIC MEDICATION, USING A "CLEAR AND CONVINCING"STANDARD. M.F. V. KIJAKAZI, ACTING COMM'R SOC. SEC. ADMIN., CASE 3:20-CV-08742 (N.D. CAL. NOV. 11, 2021). PWDF IS REPRESENTING THE CLIENT IN THE NEW HEARING ON AUGUST 18, 2022. WE FINALLY GOT A NEW JUDGE AFTER THE SAME ONE REFUSED TO RECUSE.
FORM 990, PAGE 2, PART III, LINE 4BEDUCATION PROGRAM: IN-PERSON ACTIVITIES CEASED IN MARCH 2020 DUE TO THE CORONAVIRUS STAY-AT-HOME ORDERS, SO PWDF'S PUBLIC EDUCATION ACTIVITIES CONTINUED AT A REDUCED LEVEL, ALTHOUGH THEY ARE EXPECTED TO RESUME AS STATE AND COUNTY HEALTH ORDERS ALLOW. GERERALLY, PROGRAM ACTIVITIES INCLUDE OUTREACH EVENTS,GUEST SPEAKING, A QUARTERLY E-NEWSLETTER, INFORMATIONAL SEMINARS,TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS AND DISSEMINATES OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE VIDEOS OF NEARLY 20 3-HOUR EDUCATIONAL SEMINARS ON OUR YOUTUBE CHANNEL. IN ADDITION, WE CONTINUE TO MARKET OUR TRAINING VIDEOS FOR DISTRIBUTION. OVER THE LAST SEVERAL YEARS, WE HAVE BEEN EXPANDING OUR PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO A NATIONAL PROGRAM THOUUGH 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 OFTEN OR MAY ONSET LATE-IN LIFE SUCH AS DEMENTIA (NOW PER DSM 5, "NEURO-COGNITIVE DISORDER),PERSONALITY DISORDER, COGNITIVE DYSFUNCTION, ANXIETY, AND DEPRESSIONTO PROVIDE A ROBUST AND IMPORTANT TOPIC WITH WHICH TO EDUCATE THE COMMUNITY. IN 2015, WE BEGAN INCREASING OUR WORK IN SUBMITTING PUBLIC COMMENTS TO GOVERNMENTAL AGENCIES ADVOCATING FOR POLICIES AND REGULATORY CHANGES AS THEY PERTAIN TO PEOPLE WITH P/IDD, BECAUSE THIS POPULATION IS TOO OFTEN UNDERREPRESENTED AND STIGMATIZED. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AS WELL AS (SSDI) AND SSI WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH P/IDD. WE PROVIDE THESE TRAININGS STATEWIDE AND LOCALLY, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, NAMI MARIN CHAPTER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. WE DID NOT PROVIDE THESE TRAININGS DURING THE PANDEMIC BECAUSE OF OUR REDUCED PROGRAM OPERATIONS BUT EXPECT TO RESUM. PWDF CONTINUES TO PROVIDE LINKS TO OUR EDUCATION/PUBLIC AWARENESS VIDEOS. RECENTLY A REQUEST FROM A U OF PENN PROFESSOR REQUESTED: "HHP://WWW.PWDF.ORG/ONLINE-WORKSHOP-DISABILITY-DISCRIMINATION-LAWSUITS- ENSURING-EQUAL-ACCESS-TO-ADVOCACY-FOR-CLIENTS-WITH-MENTAL-ANDOR- DEVELOPMENTAL-DISABILITIES/.
FORM 990, PAGE 2, PART III, LINE 4DOTHER
FORM 990, PAGE 6, PART VI, LINE 11BHALF OF THE MEMBERS OF THE BOARD OF DIRECTORS HAVE 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.