STRATEGY STUDIO / PUBLIC DATA EXPLORER

PEOPLE WITH DISABILITIES FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PEOPLE WITH DISABILITIES FOUNDATION (EIN 52-2228353)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-03-17
IRS object ID
202220769349300542
Schema version
2020v4.0
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)
Return2022-03-17T18:45:04-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Line12001 JUNIPERO SERRA BLVD STE 410AddressLine1Txt
CityDALY CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94014ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

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
Signature2022-02-16SignatureDt
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
Preparation2022-03-08PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN BRUCEPrincipalOfficerNm
Gross Receipts$446,857GrossReceiptsAmt
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 Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$201,667PYContributionsGrantsAmt
CY Contributions Grants$413,226CYContributionsGrantsAmt
PY Program Service Revenue$80,481PYProgramServiceRevenueAmt
CY Program Service Revenue$33,430CYProgramServiceRevenueAmt
PY Investment Income$11,994PYInvestmentIncomeAmt
CY Investment Income$201CYInvestmentIncomeAmt
PY Other Revenue$9,600PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$303,742PYTotalRevenueAmt
CY Total Revenue$446,857CYTotalRevenueAmt
PY Grants And Similar Paid$55,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$66,686CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$282,754PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$253,792CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$111,162PYOtherExpensesAmt
CY Other Expenses$97,065CYOtherExpensesAmt
PY Total Expenses$448,916PYTotalExpensesAmt
CY Total Expenses$417,543CYTotalExpensesAmt
PY Revenues Less Expenses-$145,174PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$29,314CYRevenuesLessExpensesAmt
Total Assets BOY$920,408TotalAssetsBOYAmt
Total Assets EOY$953,783TotalAssetsEOYAmt
Total Liabilities BOY$9,712TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,773TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$910,696NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$940,010NetAssetsOrFundBalancesEOYAmt
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$227,255ExpenseAmt
Revenue$33,430RevenueAmt
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 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 ARE EXPECTED TO INCREASE AS PANDEMIC RESTRICTINS ARE 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 EMC (NC) AND 3:09-CV-980 EMC (NC).) 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. THIS FISCAL YEAR,(IN 11/2020), PWDF FILED A PETITION FOR A WRIT OF CERTIORARI WITH THE U.S. SUPREME COURT AGAINST THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND TWO INSURANCE COMPANIES WHO DENIED BENEFICIARY MEDICARE PART D COVERAGE FOR A MEDICATION USED TO TREAT WASTING SYNDROME AS A SYMPTOM OF LIPODYSTROPHY BECAUSE CLAIMANT DOES NOT HAVE ANOTHER UNRELATED DISEASE (HIV). HHS ALSO FAILED TO PROVIDE ACCESS TO THE MEDICARE COMPENDIA USED AS A BASIS FOR THE DENIALS. PWDF BELIEVES THAT DENYING COVERAGE UNDER THESE CONDITIONS DISCRIMINATES AGAINST THE BENEFICIARY BASED ON DISABILITY (NON- HIV LIPODYSTROPHY) AND VIOLATES BENEFICIARY'S CONSTITUTIONAL DUE PROCESS RIGHTS BY BASING THE DECISION ON AN IRRATIONAL BASIS. THE PETITION FOR THE WRIT WAS DENIED, AS ARE MOST.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$57,840ExpenseAmt
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. IN FISCAL YEAR 2020-21, WE SUBMITTED COMMENTS TO U.S. SENATORS FEINSTEIN, HASSAN, BROWN, AND CASEY AND U.S. REPRESENTATIVE DINGELL ON THE DRAFT HOME AND COMMUNITY BASED SERVICES ACT. 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$83,837ExpenseAmt
Grant$66,686GrantAmt
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 2019 GRANTEES AND OFFERED A NEW GRANT ROUND. WE RENEWED GRANTS TO FOUR NEW PROGRAMS,FOR A TOTAL OF EIGHT GRANTS IN THIS PERIOD. A PROGRAM WE FUNDED IN FY 2019-20 WAS POSTPONED, IN PART, DURING THE PANDEMIC, SO WE EXTENDED THE GRANT PERIOD.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescOTHERDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$368,932TotalProgramServiceExpensesAmt
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 LiabilitiesYes (true)ReportOtherLiabilitiesInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee10EmployeeCnt
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
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 (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
APRIL BANERJEE
EXECUTIVE DI35.00Yes (X)$80,620$0$0
STEVEN BRUCE
PRESIDENT48.50Yes (X)$77,292$0$0
JANICE E COHEN MD
BOARD DIRECT0.50$0$0$0Yes (X)
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$157,912TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$413,226AllOtherContributionsAmt
Noncash Contributions$212,466NoncashContributionsAmt
Total Contributions$413,226TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STATUORY ATTORNEY FEES$31,730$31,730
CLIENT NON-REFUNDABLE COST$1,700$1,700
FieldValueIRS element (for citing)
Total Program Service Revenue$33,430TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$201TotalRevenueColumnAmt
Exclusion$201ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$446,857TotalRevenueColumnAmt
Related Or Exempt Func Income$33,430RelatedOrExemptFuncIncomeAmt
Exclusion$201ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$66,686TotalAmt
Program Services$66,686ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$157,913TotalAmt
Program Services$135,089ProgramServicesAmt
Management And General$22,824ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$64,142TotalAmt
Program Services$64,107ProgramServicesAmt
Management And General$35ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,583TotalAmt
Program Services$9,197ProgramServicesAmt
Management And General$2,386ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,154TotalAmt
Program Services$18,434ProgramServicesAmt
Management And General$1,720ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,012TotalAmt
Program Services$5,590ProgramServicesAmt
Management And General$7,422ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,862TotalAmt
Program Services$40ProgramServicesAmt
Management And General$6,822ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,096TotalAmt
Program Services$2,365ProgramServicesAmt
Management And General$731ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,268TotalAmt
Program Services$2,105ProgramServicesAmt
Management And General$163ManagementAndGeneralAmt

Occupancy OccupancyGrp

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

Travel TravelGrp

FieldValueIRS element (for citing)
Total$223TotalAmt
Program Services$223ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$357TotalAmt
Program Services$185ProgramServicesAmt
Management And General$172ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,156TotalAmt
Program Services$4,695ProgramServicesAmt
Management And General$3,461ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
TELEPHONE$4,902$4,631$271
DUES, SUBSCRIPTIONS & CLE$3,996$3,996
RECRUITMENT COSTS$3,571$3,571
DUES SUBSCRIPTIONS & CLE$1,101$1,021$80

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,318TotalAmt
Program Services$1,204ProgramServicesAmt
Management And General$114ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$417,543TotalAmt
Program Services$368,932ProgramServicesAmt
Management And General$48,611ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$57,986BOYAmt
EOY$44,063EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$860,288BOYAmt
EOY$907,955EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,134BOYAmt
EOY$1,765EOYAmt
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$920,408BOYAmt
EOY$953,783EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$592BOYAmt
EOY$3,773EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$370BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,750BOYAmt
EOY$10,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,712BOYAmt
EOY$13,773EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$910,696BOYAmt
EOY$940,010EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$910,696BOYAmt
EOY$940,010EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$920,408BOYAmt
EOY$953,783EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$29,314ReconcilationRevenueExpnssAmt
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$110,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$760,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$379,176CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$201,667CurrentTaxYearMinus1YearAmt
Current Tax Year$413,226CurrentTaxYearAmt
Total$1,865,655TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110,755CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$760,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$379,176CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$201,667CurrentTaxYearMinus1YearAmt
Current Tax Year$413,226CurrentTaxYearAmt
Total$1,865,655TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,865,655PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$129CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,339CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,257CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,994CurrentTaxYearMinus1YearAmt
Current Tax Year$201CurrentTaxYearAmt
Total$32,920TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$500,049CurrentTaxYearMinus4YearsAmt
Total$500,049TotalAmt
FieldValueIRS element (for citing)
Total Support$2,398,624TotalSupportAmt
Gross Receipts Rltd Activities$251,187GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77780PublicSupportCY170Pct
Public Support PY1700.62400PublicSupportPY170Pct
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 500,049ExplanationTxt

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 LiabfalseInclEscrowCustodialAcctLiabInd

Other Land Buildings OtherLandBuildingsGrp

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

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Desc403B DEDUCTIONSDesc
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Liability$10,000TotalLiabilityAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 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
INSTITUTE OF URBAN LIVING
1060 BLADENSBURG RD NEWASHINGTONDC20002501C3$10,000SEE PART III 4C
LAUREL HOUSE
1616 WASHINGTON BLVDSTAMFORDCT06902501C3$15,000SEE PART III 4C
THE ARC OF THE GLADES
4250 NW 16TH STREETBELLE GLADEFL33430501C3$10,000SEE PART III 4C
FARMSTEADS OF NEW ENGLAND
213 CENTER RDHILLSBOROUGHNH03244501C3$8,500SEE PART III 4C
PENN ELKS MAJOR PROJECTS
703 GEORGIAN PLSOMERSETPA15501501C3$10,000

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$212,466NoncashContributionsRptF990Amt
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 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 ARE EXPECTED TO INCREASE AS PANDEMIC RESTRICTINS ARE 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 EMC (NC) AND 3:09-CV-980 EMC (NC).) 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. THIS FISCAL YEAR,(IN 11/2020), PWDF FILED A PETITION FOR A WRIT OF CERTIORARI WITH THE U.S. SUPREME COURT AGAINST THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND TWO INSURANCE COMPANIES WHO DENIED BENEFICIARY MEDICARE PART D COVERAGE FOR A MEDICATION USED TO TREAT WASTING SYNDROME AS A SYMPTOM OF LIPODYSTROPHY BECAUSE CLAIMANT DOES NOT HAVE ANOTHER UNRELATED DISEASE (HIV). HHS ALSO FAILED TO PROVIDE ACCESS TO THE MEDICARE COMPENDIA USED AS A BASIS FOR THE DENIALS. PWDF BELIEVES THAT DENYING COVERAGE UNDER THESE CONDITIONS DISCRIMINATES AGAINST THE BENEFICIARY BASED ON DISABILITY (NON- HIV LIPODYSTROPHY) AND VIOLATES BENEFICIARY'S CONSTITUTIONAL DUE PROCESS RIGHTS BY BASING THE DECISION ON AN IRRATIONAL BASIS. THE PETITION FOR THE WRIT WAS DENIED, AS ARE MOST.
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. IN FISCAL YEAR 2020-21, WE SUBMITTED COMMENTS TO U.S. SENATORS FEINSTEIN, HASSAN, BROWN, AND CASEY AND U.S. REPRESENTATIVE DINGELL ON THE DRAFT HOME AND COMMUNITY BASED SERVICES ACT. 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.
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.