PEOPLE WITH DISABILITIES FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PEOPLE WITH DISABILITIES FOUNDATION (EIN 52-2228353)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-10
- IRS object ID
- 202020709349301612
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-10T19:31:55-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942824205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIRET COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 JUNIPERO SERRA BLVD STE 410 | AddressLine1Txt |
| City | DALY CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522228353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLE WITH DISABILITIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEOP | BusinessNameControlTxt |
| Phone | 4159313070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 507 POLK STREET 430 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN BRUCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159313070 | PhoneNum |
| Signature | 2020-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN J REID | PreparerPersonNm |
| PTIN | P00066092 | PTIN |
| Phone | 6502250400 | PhoneNum |
| Preparation | 2020-02-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.199.162.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-10 | IPDt |
| IP Tm | 19:31:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C19E1A70527167BAE4E280F9C99C41B919B57216 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01D981E55145A767D32CCF68AB8D77B3DE01A402 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN BRUCE | PrincipalOfficerNm |
| Gross Receipts | $398,253 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PWDF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE 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 Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $730,369 | PYContributionsGrantsAmt |
| CY Contributions Grants | $300,341 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,921 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,585 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$5,834 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,257 | CYInvestmentIncomeAmt |
| PY Other Revenue | $100 | PYOtherRevenueAmt |
| CY Other Revenue | $4,070 | CYOtherRevenueAmt |
| PY Total Revenue | $768,556 | PYTotalRevenueAmt |
| CY Total Revenue | $398,253 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $368,867 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $383,057 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $114,395 | PYOtherExpensesAmt |
| CY Other Expenses | $85,654 | CYOtherExpensesAmt |
| PY Total Expenses | $546,762 | PYTotalExpensesAmt |
| CY Total Expenses | $481,211 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $221,794 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$82,958 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,143,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,065,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,695 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,985 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,132,921 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,055,537 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $305,159 | ExpenseAmt |
| Revenue | $80,409 | RevenueAmt |
| Desc | 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 BENEFITS AND REASONABLE ACCOMMODATIONS IN EMPLOYMENT,HOUSING, EDUCATION, AND SOCIAL SECURITY DISABILITY PROGRAMS. WE PRIMARILY REPRESENT CLIENTS BEFORE THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR SSDI & SSI BENEFITS IN POST-ENTITLEMENT AND CONTINUED ELIGIBILITY FOR BENEFITS. WE HAVE CLINICS FOR BENEFICIARIES OF SSDI AND/OR SSI WHO HAVE MENTAL AND/OR DEVELOPMENTAL DISABILITIES AND HAVE ISSUES DUE TO SSDI WORK REVIEWS AND SSI REDETERMINATIONS BASED ON INCOME AND RESULTING OVERPAYMENTS IN EITHER PROGRAM. AFTER 6 YEARS OF LITIGATION, 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 HAS 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. PWDF FILED A MEDICARE (MEDICAID) COMPEDIA CASE IN FEDERAL DISTRICT COURT AGAINST THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) ON AN ISSUE OF FIRST INSTANCE. HHS IS USING AN OVERLY RESTRICTIVE DEFINITION OF AN "ACCEPTABLE MEDICAL INDICATION," PREVENTING MEDICARE (AND MEDICAID) BENEFICIARIES FROM OBTAINING COVERAGE FOR PRESCRIPTION DRUGS FOR LIFE- THREATENING AND OTHER CONDITIONS. PWDF'S INTENT IS TO HAVE BROAD IMPACT. THE CASE IS NOW IN THE U.S. COURT OF APPEALS FOR THE 9TH CIRCUIT, WHICH COVERS 11 STATES AND TERRITORIES. (BRUCE V. AZAR, ET AL. CASE NO. 19- 17565.) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $79,502 | ExpenseAmt |
| Desc | PWDF CONTINUES ITS PUBLIC AWARENESS AND EDUCATION ACTIVITIES THROUGH OUTREACH EVENTS, GUEST SPEAKING, AN E-NEWSLETTER, INFORMATIONAL SEMINARS, TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS AND DISSEMINATES OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE NEARLY 50 EDUCATIONAL VIDEOS 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 BASED ON RECOMMENDATIONS FROM A "CAPSTONE" TEAM OF GRADUATE STUDENTS FROM NEW YORK UNIVERSITY'S ROBERT F. WAGNER GRADUATE SCHOOL OF PUBLIC SERVICE. SINCE OUR LAST 3-HOUR, FREE PUBLIC AWARENESS SEMINAR IN JUNE 2018, PWDF HAS BEEN DOING RESEARCH FOR AND PLANNING OUR NEXT SEMINAR, WITH THE WORKING-TITLE OF AGING AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND SOLUTIONS. THIS SEMINAR WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT OFTEN OR MAY ONSET LATE IN LIFE SUCH AS DEMENTIA (NEURO-COGNITIVE DISORDER), PERSONALITY DISORDER, COGNITIVE DYSFUNCTION, ANXIETY, AND DEPRESSIONTO PROVIDE A ROBUST AND IMPORTANT TOPIC WITH WHICH TO EDUCATE THE COMMUNITY. PWDF IS ACTIVELY PLANNING THIS SEMINAR AND WE EXPECT TO SCHEDULE IT FOR SOME TIME IN LATE FALL 2019 THROUGH WINTER 2020. 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 PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES, BECAUSE THIS POPULATION IS TOO OFTEN UNDERREPRESENTED AND STIGMATIZED. FOR EXAMPLE,IN 2018-2019, WE SUBMITTED COMMENTS ON NOTICES OF PROPOSED RULEMAKINGS TO THE SSA RELATED TO SETTING THE MANNER FOR THE APPEARANCE OF PARTIES AND WITNESSES AT A HEARING (DOCKET NO. SSA-2017-0015), AS WELL AS SSA PROPOSED RULEMAKING ON ELIMINATION OF THE EDUCATION CATEGORY "INABILITY TO COMMUNICATE IN ENGLISH" WHEN EVALUATING DISABILITY CLAIMS FOR ADULTS UNDER TITLES II AND XVI OF THE SOCIAL SECURITY ACT (DOCKET NO. SSA-2017- 0046). WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AND SUPPLEMENTAL SECURITY INCOME (SSI) AND SOCIAL SECURITY DISABILITY INSURANCE (SSDI) FOR PEOPLE WITH MENTAL AND/OR DEVELOPMENTAL DISABILITIES STATEWIDE AND LOCALLY,INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, NAMI MARIN CHAPER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. THIS YEAR, PWDF PRESENTED TWO WORKSHOPS ON SSI/SSDI FOR SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES: ONE THAT WAS AN INTRODUCTORY WORKSHOP ON CHILD'S BENEFITS AND ANOTHER ON OVERPAYMENTS, WAIVERS, AND APPEALS. PWDF ALSO RECEIVED A REQUEST FROM SAN FRANCISCO GENERAL HOSPITAL TO PROVIDE A WORKSHOP ON SOCIAL SECURITY DISABILITY TO SOME OF THEIR RESIDENTS, SO WE DEVELOPED A WORKSHOP GEARED TOWARDS MEDICAL PROVIDERS. WE ALSO PROVIDED A WORKSHOP,"CONSERVATORSHIPS (MANAGEMENT OF THE PERSON AND/OR PROPERTY) AND SOCIAL SECURITY DISABILITY REPRESENTATIVE PAYEE SERVICES" FOR PSYCHIATRIC NURSE PRACTITIONER STUDENTS AT THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO SCHOOL OF NURSING. PWDF SUBMITTED FREEDOM OF INFORMATION ACT (FOIA) REQUESTS TO THE US DEPARTMENT OF LABOR (DOL) AND DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) FOR INFORMATION RELATED TO THEIR ENFORCEMENT OF THE PAUL WELLSTONE AND PETE DOMENICI MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008 (MHPAEA) IN AUGUST 2018. THE DOL PROVIDED SOME INFORMATION, BUT HAS NOT REPLIED TO ALL OF OUR REQUESTS: WE ARE APPEALING THEIR RESPONSES AS INADEQUATE. AFTER NOT RECEIVING A RESPONSE FROM HHS FOR NEARLY 7 MONTHS, WE SENT THEM A LETTER ON MARCH 28, 2019 ABOUT THEIR LACK OF RESPONSE. IN APRIL 2019, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) ACKNOWLEDGED THE REQUEST. IN AUGUST 2019, NEARLY A YEAR TO THE DAY AFTER WE SUBMITTED THE REQUEST, CMS FREEDOM OF INFORMATION GROUP CONTACTED US TO SAY THAT THE REQUEST HAD NOT TRANSFERRED OVER THEIR SYSTEM, SO WE WERE REQUITED TO SE-SEND IT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,576 | ExpenseAmt |
| Grant | $12,500 | GrantAmt |
| Desc | THIS YEAR, PWDF CONTINUED OUR PILOT GRANT PROGRAM, PROVIDING FUNDS FOR OTHER ORGANIZATIONS FOR THEIR WORK IN SUPPORT OF PEOPLE WITH PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES. WE REVIEWED THE 12- MONTH REPORTS AND RENEWAL APPLICATIONS FOR THE FIRST SET OF GRANTEES (PHASE I FROM 2017), RENEWING GRANTS TO TWO OF THE ORIGINAL FOUR NONPROFIT ORGANIZATIONS. ONE OF THE ORIGINAL FOUR GRANTEES DID NOT USE ALL THE FUNDS BY THE END OF THE 12-MONTH GRANT PERIOD, SO RETURNED THE UNSUSED FUNDS. WE ALSO FURTHER DEVELOPED OUR GRANT-MAKING CRITERIA BASED ON THE EXPERIENCE GAINED IN THE FIRST TWO PHASES OF THIS PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $715 | ExpenseAmt |
| Revenue | -$824 | RevenueAmt |
| Desc | DEVELOPMENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $715 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | -$824 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $412,952 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN BRUCE | PersonNm |
| Phone | 4159313070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 507 POLK STREET 430 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| HARRY SAUBERMAN | ||||||
| BOARD DIRECT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JANICE E COHEN MD | ||||||
| BOARD DIRECT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JANET ESPEY | ||||||
| BOARD DIRECT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| APRIL BANERJEE | ||||||
| EXECUTIVE DI | 35.00 | $74,216 | $0 | $0 | Yes (X) | |
| STEVEN BRUCE | ||||||
| PRESIDENT | 48.50 | $68,129 | $0 | $0 | Yes (X) | |
| ZOYA YARNYKH | ||||||
| SECRETARY | 28.50 | $61,322 | $0 | $0 | Yes (X) | |
| MARTIN LEVINE | ||||||
| TREASURER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $203,667 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $300,341 | AllOtherContributionsAmt |
| Total Contributions | $300,341 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| STATUORY ATTORNEY FEES | $78,835 | $78,835 |
| CLIENT NON-REFUNDABLE COST | $1,574 | $1,574 |
| CLIENT NON-REFUNDABLE COST | -$824 | -$824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,585 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,257 | TotalRevenueColumnAmt |
| Exclusion | $14,257 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| RETURN OF GRANT FROM 2016-17 | $3,910 | $3,910 |
| MISC | $160 | $160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,070 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $398,253 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,655 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $14,257 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Program Services | $12,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,667 | TotalAmt |
| Program Services | $163,457 | ProgramServicesAmt |
| Management And General | $40,210 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,020 | TotalAmt |
| Program Services | $127,020 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,056 | TotalAmt |
| Program Services | $16,540 | ProgramServicesAmt |
| Management And General | $7,516 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,314 | TotalAmt |
| Program Services | $24,866 | ProgramServicesAmt |
| Management And General | $3,448 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,707 | TotalAmt |
| Program Services | $4,583 | ProgramServicesAmt |
| Management And General | $3,124 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,984 | TotalAmt |
| Program Services | $1,149 | ProgramServicesAmt |
| Management And General | $2,835 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360 | TotalAmt |
| Program Services | $360 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,603 | TotalAmt |
| Program Services | $1,489 | ProgramServicesAmt |
| Management And General | $1,114 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095 | TotalAmt |
| Program Services | $1,026 | ProgramServicesAmt |
| Management And General | $69 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,188 | TotalAmt |
| Program Services | $39,769 | ProgramServicesAmt |
| Management And General | $4,419 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204 | TotalAmt |
| Program Services | $119 | ProgramServicesAmt |
| Management And General | $85 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,099 | TotalAmt |
| Program Services | $9,261 | ProgramServicesAmt |
| Management And General | $1,838 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES, SUBSCRIPTIONS & CLE | $4,940 | $4,205 | $735 |
| TELEPHONE | $4,267 | $3,434 | $833 |
| STAFF LUNCH & ENT | $1,431 | $1,335 | $96 |
| TRUCKEE | $906 | $906 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,870 | TotalAmt |
| Program Services | $1,839 | ProgramServicesAmt |
| Management And General | $1,031 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,211 | TotalAmt |
| Program Services | $412,952 | ProgramServicesAmt |
| Management And General | $68,259 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,134 | BOYAmt |
| EOY | $15,008 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,037 | BOYAmt |
| EOY | $1,048,294 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$239 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684 | BOYAmt |
| EOY | $2,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,100 | LandBldgEquipAccumDeprecAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,616 | BOYAmt |
| EOY | $1,065,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,945 | BOYAmt |
| EOY | $1,715 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,020 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,750 | BOYAmt |
| EOY | $6,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,695 | BOYAmt |
| EOY | $9,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,921 | BOYAmt |
| EOY | $1,055,537 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,921 | BOYAmt |
| EOY | $1,055,537 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,616 | BOYAmt |
| EOY | $1,065,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$82,958 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $5,574 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $760,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,176 | CurrentTaxYearAmt |
| Total | $1,381,834 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $760,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,176 | CurrentTaxYearAmt |
| Total | $1,381,834 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,381,834 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,257 | CurrentTaxYearAmt |
| Total | $24,413 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $347,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $500,049 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,060,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,466,881 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $127,676 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | STOCK CONTRIBUTIONS 1,060,634 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,100 | OtherCostOrOtherBasisAmt |
| Book Value | $8,100 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | $8,100 | DepreciationAmt |
| Book Value | -$8,100 | BookValueAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 403B DEDUCTIONS | Desc |
| Amt | $6,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,250 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART IV, LINE 2B | FormAndLineReferenceDesc |
| Explanation | ATTORNEY - CLIENT TRUST ACCOUNT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARC OF THE UNITED STATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K STREET NW STE 1200 | AddressLine1Txt |
| City | WASHINGTON DC | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $7,500 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | 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 BENEFITS AND REASONABLE ACCOMMODATIONS IN EMPLOYMENT,HOUSING, EDUCATION, AND SOCIAL SECURITY DISABILITY PROGRAMS. WE PRIMARILY REPRESENT CLIENTS BEFORE THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR SSDI & SSI BENEFITS IN POST-ENTITLEMENT AND CONTINUED ELIGIBILITY FOR BENEFITS. WE HAVE CLINICS FOR BENEFICIARIES OF SSDI AND/OR SSI WHO HAVE MENTAL AND/OR DEVELOPMENTAL DISABILITIES AND HAVE ISSUES DUE TO SSDI WORK REVIEWS AND SSI REDETERMINATIONS BASED ON INCOME AND RESULTING OVERPAYMENTS IN EITHER PROGRAM. AFTER 6 YEARS OF LITIGATION, 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 HAS 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. PWDF FILED A MEDICARE (MEDICAID) COMPEDIA CASE IN FEDERAL DISTRICT COURT AGAINST THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) ON AN ISSUE OF FIRST INSTANCE. HHS IS USING AN OVERLY RESTRICTIVE DEFINITION OF AN "ACCEPTABLE MEDICAL INDICATION," PREVENTING MEDICARE (AND MEDICAID) BENEFICIARIES FROM OBTAINING COVERAGE FOR PRESCRIPTION DRUGS FOR LIFE- THREATENING AND OTHER CONDITIONS. PWDF'S INTENT IS TO HAVE BROAD IMPACT. THE CASE IS NOW IN THE U.S. COURT OF APPEALS FOR THE 9TH CIRCUIT, WHICH COVERS 11 STATES AND TERRITORIES. (BRUCE V. AZAR, ET AL. CASE NO. 19- 17565.) |
| FORM 990, PAGE 2, PART III, LINE 4B | PWDF CONTINUES ITS PUBLIC AWARENESS AND EDUCATION ACTIVITIES THROUGH OUTREACH EVENTS, GUEST SPEAKING, AN E-NEWSLETTER, INFORMATIONAL SEMINARS, TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS AND DISSEMINATES OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE NEARLY 50 EDUCATIONAL VIDEOS 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 BASED ON RECOMMENDATIONS FROM A "CAPSTONE" TEAM OF GRADUATE STUDENTS FROM NEW YORK UNIVERSITY'S ROBERT F. WAGNER GRADUATE SCHOOL OF PUBLIC SERVICE. SINCE OUR LAST 3-HOUR, FREE PUBLIC AWARENESS SEMINAR IN JUNE 2018, PWDF HAS BEEN DOING RESEARCH FOR AND PLANNING OUR NEXT SEMINAR, WITH THE WORKING-TITLE OF AGING AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND SOLUTIONS. THIS SEMINAR WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT OFTEN OR MAY ONSET LATE IN LIFE SUCH AS DEMENTIA (NEURO-COGNITIVE DISORDER), PERSONALITY DISORDER, COGNITIVE DYSFUNCTION, ANXIETY, AND DEPRESSIONTO PROVIDE A ROBUST AND IMPORTANT TOPIC WITH WHICH TO EDUCATE THE COMMUNITY. PWDF IS ACTIVELY PLANNING THIS SEMINAR AND WE EXPECT TO SCHEDULE IT FOR SOME TIME IN LATE FALL 2019 THROUGH WINTER 2020. 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 PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES, BECAUSE THIS POPULATION IS TOO OFTEN UNDERREPRESENTED AND STIGMATIZED. FOR EXAMPLE,IN 2018-2019, WE SUBMITTED COMMENTS ON NOTICES OF PROPOSED RULEMAKINGS TO THE SSA RELATED TO SETTING THE MANNER FOR THE APPEARANCE OF PARTIES AND WITNESSES AT A HEARING (DOCKET NO. SSA-2017-0015), AS WELL AS SSA PROPOSED RULEMAKING ON ELIMINATION OF THE EDUCATION CATEGORY "INABILITY TO COMMUNICATE IN ENGLISH" WHEN EVALUATING DISABILITY CLAIMS FOR ADULTS UNDER TITLES II AND XVI OF THE SOCIAL SECURITY ACT (DOCKET NO. SSA-2017- 0046). WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AND SUPPLEMENTAL SECURITY INCOME (SSI) AND SOCIAL SECURITY DISABILITY INSURANCE (SSDI) FOR PEOPLE WITH MENTAL AND/OR DEVELOPMENTAL DISABILITIES STATEWIDE AND LOCALLY,INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, NAMI MARIN CHAPER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. THIS YEAR, PWDF PRESENTED TWO WORKSHOPS ON SSI/SSDI FOR SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES: ONE THAT WAS AN INTRODUCTORY WORKSHOP ON CHILD'S BENEFITS AND ANOTHER ON OVERPAYMENTS, WAIVERS, AND APPEALS. PWDF ALSO RECEIVED A REQUEST FROM SAN FRANCISCO GENERAL HOSPITAL TO PROVIDE A WORKSHOP ON SOCIAL SECURITY DISABILITY TO SOME OF THEIR RESIDENTS, SO WE DEVELOPED A WORKSHOP GEARED TOWARDS MEDICAL PROVIDERS. WE ALSO PROVIDED A WORKSHOP,"CONSERVATORSHIPS (MANAGEMENT OF THE PERSON AND/OR PROPERTY) AND SOCIAL SECURITY DISABILITY REPRESENTATIVE PAYEE SERVICES" FOR PSYCHIATRIC NURSE PRACTITIONER STUDENTS AT THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO SCHOOL OF NURSING. PWDF SUBMITTED FREEDOM OF INFORMATION ACT (FOIA) REQUESTS TO THE US DEPARTMENT OF LABOR (DOL) AND DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) FOR INFORMATION RELATED TO THEIR ENFORCEMENT OF THE PAUL WELLSTONE AND PETE DOMENICI MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008 (MHPAEA) IN AUGUST 2018. THE DOL PROVIDED SOME INFORMATION, BUT HAS NOT REPLIED TO ALL OF OUR REQUESTS: WE ARE APPEALING THEIR RESPONSES AS INADEQUATE. AFTER NOT RECEIVING A RESPONSE FROM HHS FOR NEARLY 7 MONTHS, WE SENT THEM A LETTER ON MARCH 28, 2019 ABOUT THEIR LACK OF RESPONSE. IN APRIL 2019, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) ACKNOWLEDGED THE REQUEST. IN AUGUST 2019, NEARLY A YEAR TO THE DAY AFTER WE SUBMITTED THE REQUEST, CMS FREEDOM OF INFORMATION GROUP CONTACTED US TO SAY THAT THE REQUEST HAD NOT TRANSFERRED OVER THEIR SYSTEM, SO WE WERE REQUITED TO SE-SEND IT. |
| FORM 990, PAGE 2, PART III, LINE 4D | DEVELOPMENT |
| FORM 990, PAGE 6, PART VI, LINE 11B | SOME DIRECTORS HAVE REVIEWED THE FORM 990, ITS SCHEDULES AND RELATED ATTACHMENTS IN DETAIL AND HAVE PRESENTED THE RETURN AND THEIR FINDINGS TO THE BALANCE OF THE GOVERNING BODY FOR THEIR CONCURRENCE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | PWDF 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 15A | EVERY 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 REGIONAL SALARY DATA FROM GUIDESTAR TO COMPARE OUR SALARY STRUCTURE WITH SIMILAR NONPROFITS THAT HAVE SIMILAR BUDGET AMOUNTS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION AND ALSO THROUGH THE OFFICE OF THE CALIFORNIA ATTORNEY GENERAL. |