STRATEGY STUDIO / PUBLIC DATA EXPLORER

PEOPLE WITH DISABILITIES FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PEOPLE WITH DISABILITIES FOUNDATION (EIN 52-2228353)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-12
IRS object ID
202521329349302387
Schema version
2023v6.0
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)
Return2025-05-12T11:54:39-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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
Signature2025-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN J REIDPreparerPersonNm
PTINP00066092PTIN
Phone6502250400PhoneNum
Preparation2025-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN BRUCEPrincipalOfficerNm
Gross Receipts$1,222,375GrossReceiptsAmt
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 Employee6TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$389,907PYContributionsGrantsAmt
CY Contributions Grants$712,891CYContributionsGrantsAmt
PY Program Service Revenue$18,356PYProgramServiceRevenueAmt
CY Program Service Revenue$14,934CYProgramServiceRevenueAmt
PY Investment Income$990PYInvestmentIncomeAmt
CY Investment Income$36,199CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$409,253PYTotalRevenueAmt
CY Total Revenue$764,024CYTotalRevenueAmt
PY Grants And Similar Paid$12,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$58,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$197,377PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$326,537CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$88,337PYOtherExpensesAmt
CY Other Expenses$89,300CYOtherExpensesAmt
PY Total Expenses$298,214PYTotalExpensesAmt
CY Total Expenses$474,337CYTotalExpensesAmt
PY Revenues Less Expenses$111,039PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$289,687CYRevenuesLessExpensesAmt
Total Assets BOY$1,731,934TotalAssetsBOYAmt
Total Assets EOY$2,016,924TotalAssetsEOYAmt
Total Liabilities BOY$9,881TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,374TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,722,053NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,013,550NetAssetsOrFundBalancesEOYAmt
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$339,771ExpenseAmt
Revenue$13,737RevenueAmt
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 AS A PRIMARY DISABILITY. (CASE NOS 3:23-CV-01037 AND 3:23-CV(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 CAST OUT ON THE STREETS HOMELESS, BEING IN FOUR PSYCHIATRIC HOSPITALS AND LIVING IN SHELTERS, ETC. 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,VISUAL, AUDITORY, AND OLFACTORY HALLUCINATIONS AND SEVERE NEURO-COGNITIVE IMPAIRMENTS PUTTING HER IN THE 1% OR LESS OF THE POPULATION IN MANY CATEGORIES. 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 (REVIEW FOR CESSATION OF BENEFITS), THAT THE STATED REASON FOR HOLDING UP HIS 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" FOR MEANINGFUL PROGRAM ACCESS. THESE CASES CAN TAKE 5 YEARS SINCE THE SSA USUALLY DELAYS DISCRIMINATION CASES. 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, COMMISSIONER, 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, NEUROLOGICAL, AND/OR DEVELOPMENTAL DISABILITIES ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY, EMPLOYMENT, AND/OR 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$40,523ExpenseAmt
DescEDUCATION PROGRAM: PWDF'S PUBLIC AWARENESS AND EDUCATION ACTIVITIES GENERALLY 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 48 VIDEOS FROM THE 3-HOUR EDUCATIONAL SEMINARS ON OUR YOUTUBE CHANNEL. IN ADDITION,WE CONTINUE TO MARKET OUR EMPLOYMENT TRAINING VIDEOS REGARDING EMPLOYEES AND JOB APPLICANTS WITH MENTAL OR DEVELOPMENTAL DISABILITIES 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. OUR NEXT FREE PUBLIC AWARENESS SEMINAR ENTITLED "OLDER ADULTS AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND RELATED AWARENESS ISSUES," WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT MAY ONSET LATE IN LIFE. WE EXPECTED TO HAVE THIS LIVE SEMINAR IN FEBRUARY 2025. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA), AND ON SOCIAL SECURITY DISABLILITY INSURANCE (SSDI) AND SSI, WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH PSYCHIATRIC, INTELLECTUAL, AND/OR DEVELOPMENTAL DISABILITIES (P/IDD). WE PROVIDE THESE TRAININGS LOCALLY,STATEWIDE AND NATIONWIDE BY LIVE STREAMING, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPER, 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 P/IDD, BECAUSE THIS POPULATION IS UNDERREPRESENTED AND STIGMATIZED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$70,103ExpenseAmt
Grant$58,500GrantAmt
DescGRANT PROGRAM: PWDF CONTINUED OUR PILOT GRANT PROGRAM, PROVIDING FUNDS FOR OTHER ORGANIZATIONS FOR THEIR WORK. WE RECENTLY RECEIVED OVER 400 LETTERS OF INTEREST IN SUPPORT OF PEOPLE WITH P/IDD.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Revenue$1,197RevenueAmt
DescNOT SPECIFIEDDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Revenue$1,197TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$450,397TotalProgramServiceExpensesAmt
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 Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6EmployeeCnt
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 (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVEN BRUCE
PRESIDENT &55.00Yes (X)Yes (X)$137,193$0$0
APRIL BANERJEE
EXECUTIVE DI28.00Yes (X)$99,548$0$0
JANET ESPEY
SECRETARY0.50Yes (X)Yes (X)$0$0$0
MARTIN LEVINE
TREASURER0.50Yes (X)Yes (X)$0$0$0
HARRY SAUBERMAN
BOARD MEMBER0.50Yes (X)$0$0$0
MARTIN SCHULMAN
BOARD MEMBER0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$236,741TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$712,891AllOtherContributionsAmt
Noncash Contributions$458,351NoncashContributionsAmt
Total Contributions$712,891TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATUORY ATTORNEY FEES$13,737$13,737
STATUORY ATTORNEY FEES-NOT SP$1,197$1,197
FieldValueIRS element (for citing)
Total Program Service Revenue$14,934TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,669TotalRevenueColumnAmt
Exclusion$40,669ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$453,881SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$458,351SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,470SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,470TotalRevenueColumnAmt
Related Or Exempt Func Income-$4,470RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$764,024TotalRevenueColumnAmt
Related Or Exempt Func Income$10,464RelatedOrExemptFuncIncomeAmt
Exclusion$40,669ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$58,500TotalAmt
Program Services$58,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$236,741TotalAmt
Program Services$226,374ProgramServicesAmt
Management And General$10,367ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$56,799TotalAmt
Program Services$56,558ProgramServicesAmt
Management And General$241ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,144TotalAmt
Program Services$6,914ProgramServicesAmt
Management And General$1,230ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,853TotalAmt
Program Services$24,048ProgramServicesAmt
Management And General$805ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,959TotalAmt
Program Services$7,154ProgramServicesAmt
Management And General$8,805ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,321TotalAmt
Program Services$6,194ProgramServicesAmt
Management And General$127ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,738TotalAmt
Program Services$1,441ProgramServicesAmt
Management And General$297ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,965TotalAmt
Program Services$4,855ProgramServicesAmt
Management And General$110ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$42,360TotalAmt
Program Services$41,477ProgramServicesAmt
Management And General$883ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,154TotalAmt
Program Services$225ProgramServicesAmt
Management And General$929ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,714TotalAmt
Program Services$7,612ProgramServicesAmt
Management And General$102ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES, SUBSCRIPTIONS & CLE$3,848$3,846$2
ADVOCACY$2,743$2,743
TELEPHONE$2,469$2,428$41
BUSINESS LICENSES$25$24$1

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4TotalAmt
Program Services$4ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$474,337TotalAmt
Program Services$450,397ProgramServicesAmt
Management And General$23,940ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$26,060BOYAmt
EOY$62,819EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,704,168BOYAmt
EOY$1,952,481EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$82BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,250LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,250LandBldgEquipAccumDeprecAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,731,934BOYAmt
EOY$2,016,924EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,875BOYAmt
EOY$3,354EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,789BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,217BOYAmt
EOY$20EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,881BOYAmt
EOY$3,374EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,722,053BOYAmt
EOY$2,013,550EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,722,053BOYAmt
EOY$2,013,550EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,731,934BOYAmt
EOY$2,016,924EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$289,687ReconcilationRevenueExpnssAmt
Prior Period Adjustments$1,810PriorPeriodAdjustmentsAmt
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$201,667CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$413,226CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,053,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$407,688CurrentTaxYearMinus1YearAmt
Current Tax Year$727,825CurrentTaxYearAmt
Total$2,804,159TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$201,667CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$413,226CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,053,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$407,688CurrentTaxYearMinus1YearAmt
Current Tax Year$727,825CurrentTaxYearAmt
Total$2,804,159TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,804,159PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$201CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$990CurrentTaxYearMinus1YearAmt
Current Tax Year$40,669CurrentTaxYearAmt
Total$54,367TotalAmt
FieldValueIRS element (for citing)
Total Support$2,858,526TotalSupportAmt
Gross Receipts Rltd Activities$186,458GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98100PublicSupportCY170Pct
Public Support PY1700.98870PublicSupportPY170Pct
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$4,250OtherCostOrOtherBasisAmt
Depreciation$4,250DepreciationAmt

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 (5 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
INSTITUTE OF URBAN LIVING
INSTITUTE OF URBAN LIVING1060 BLADENSBURG RD NEWASHINGTONDC20002$12,500PEOPLE WITH P/IDD
CASS HOUSING
111 W BERRY ST STE 211FORT WAYNEIN46802$6,000"
LAUREL HOUSE
1616 WASHING BLVDSTAMFORDCT06902$10,000"
MEMPHIS JEWISH COMMUNITY CENTER
6560 POPLAR AVEMEMPHISTN38138$10,000"
PENNSYLVANIA ELKS MAJOR PROJECTS
703 GEORGIAN PTSOMERSETPA15501$10,000"

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$458,351NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK QUOTEMethodOfDeterminingRevenuesTxt
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 (7 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 AS A PRIMARY DISABILITY. (CASE NOS 3:23-CV-01037 AND 3:23-CV(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 CAST OUT ON THE STREETS HOMELESS, BEING IN FOUR PSYCHIATRIC HOSPITALS AND LIVING IN SHELTERS, ETC. 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,VISUAL, AUDITORY, AND OLFACTORY HALLUCINATIONS AND SEVERE NEURO-COGNITIVE IMPAIRMENTS PUTTING HER IN THE 1% OR LESS OF THE POPULATION IN MANY CATEGORIES. 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 (REVIEW FOR CESSATION OF BENEFITS), THAT THE STATED REASON FOR HOLDING UP HIS 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" FOR MEANINGFUL PROGRAM ACCESS. THESE CASES CAN TAKE 5 YEARS SINCE THE SSA USUALLY DELAYS DISCRIMINATION CASES. 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, COMMISSIONER, 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, NEUROLOGICAL, AND/OR DEVELOPMENTAL DISABILITIES ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY, EMPLOYMENT, AND/OR 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 GENERALLY 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 48 VIDEOS FROM THE 3-HOUR EDUCATIONAL SEMINARS ON OUR YOUTUBE CHANNEL. IN ADDITION,WE CONTINUE TO MARKET OUR EMPLOYMENT TRAINING VIDEOS REGARDING EMPLOYEES AND JOB APPLICANTS WITH MENTAL OR DEVELOPMENTAL DISABILITIES 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. OUR NEXT FREE PUBLIC AWARENESS SEMINAR ENTITLED "OLDER ADULTS AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND RELATED AWARENESS ISSUES," WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT MAY ONSET LATE IN LIFE. WE EXPECTED TO HAVE THIS LIVE SEMINAR IN FEBRUARY 2025. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA), AND ON SOCIAL SECURITY DISABLILITY INSURANCE (SSDI) AND SSI, WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH PSYCHIATRIC, INTELLECTUAL, AND/OR DEVELOPMENTAL DISABILITIES (P/IDD). WE PROVIDE THESE TRAININGS LOCALLY,STATEWIDE AND NATIONWIDE BY LIVE STREAMING, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPER, 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 P/IDD, BECAUSE THIS POPULATION IS UNDERREPRESENTED AND STIGMATIZED.
FORM 990, PAGE 2, PART III, LINE 4DNOT SPECIFIED
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.