STRATEGY STUDIO / PUBLIC DATA EXPLORER

PEOPLE WITH DISABILITIES FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PEOPLE WITH DISABILITIES FOUNDATION (EIN 52-2228353)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-03-07
IRS object ID
201900669349301220
Schema version
2017v2.3
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)
Return2019-03-07T20:27:44-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Line11250 BAYHILL DR STE 100AddressLine1Txt
CitySAN BRUNOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940663049ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-12-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN J REIDPreparerPersonNm
PTINP00066092PTIN
Phone6502250400PhoneNum
Preparation2019-02-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.228.21.110IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-07IPDt
IP Tm20:27:44IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC19E1A70527167BAE4E280F9C99C41B919B57216AtSubmissionCreationDeviceId
At Submission Filing Device Id01D981E55145A767D32CCF68AB8D77B3DE01A402AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN BRUCEPrincipalOfficerNm
Gross Receipts$1,474,229GrossReceiptsAmt
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 Independent5VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$610,804PYContributionsGrantsAmt
CY Contributions Grants$730,369CYContributionsGrantsAmt
PY Program Service Revenue$38,080PYProgramServiceRevenueAmt
CY Program Service Revenue$43,921CYProgramServiceRevenueAmt
PY Investment Income$3,991PYInvestmentIncomeAmt
CY Investment Income-$5,834CYInvestmentIncomeAmt
CY Other Revenue$100CYOtherRevenueAmt
PY Total Revenue$652,875PYTotalRevenueAmt
CY Total Revenue$768,556CYTotalRevenueAmt
PY Grants And Similar Paid$27,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$63,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$371,309PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$368,867CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$173CYTotalFundraisingExpenseAmt
PY Other Expenses$96,464PYOtherExpensesAmt
CY Other Expenses$114,395CYOtherExpensesAmt
PY Total Expenses$494,773PYTotalExpensesAmt
CY Total Expenses$546,762CYTotalExpensesAmt
PY Revenues Less Expenses$158,102PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$221,794CYRevenuesLessExpensesAmt
Total Assets BOY$931,306TotalAssetsBOYAmt
Total Assets EOY$1,143,616TotalAssetsEOYAmt
Total Liabilities BOY$7,060TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,695TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$924,246NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,132,921NetAssetsOrFundBalancesEOYAmt
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$192,612ExpenseAmt
Revenue$21,682RevenueAmt
DescPWDF 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 (CONTINUED ON SCH O) 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$97,260ExpenseAmt
Revenue$57RevenueAmt
DescPWDF CONTINUES ITS PUBLIC AWARENESS AND EDUCATION ACTIVITIES THROUGH OUTREACH EVENTS, GUEST SPEAKING, AN E-NEWSLETTER, INFORMATIONAL SEMINARS AND TRAINING SESSIONS. IN JUNE 2018, PWDF'S 17TH FREE 3-HOUR PUBLIC AWARNESS SEMINAR WAS ON THE TOPIC OF EMPLOYMENT SUPPORT FRAMWORKS FOR PEOPLE WITH P/IDD, WITH AN EMPHASIS ON TRANSITIONAL AGE YOURTH (TAY). THE SEMINAR FOCUSED ON REASONABLE ACCOMMODATIONS FOR EMPLOYEES AND JOB APPLICANTS FOR EMPLOYEES AND JOB APPLICANTS WITH P/IDD, TAY PAROGRAMS (AGE 15-24 YEARS) FOR ATTAINING VOCATIONAL GOALS TO MAXIMIZE INDEPENDENT LIVING, AND SOCIAL SECURITY DISABILITY WORK INCENTIVE RULES FOR TITLE XVI (SUPPLEMENTAL SECURITY INCOME. IN 2015, WE BEGAN INCREASING OUR WORK IN SUBMITTING (CONTINUED ON SCH O) 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, WE SUBMITTED COMMENTS ON NOTICES OF PROPOSED RULEMAKINGS TO THE SSA RELATED TO DISABILITY ADJUDICATION AND TO ITS WORK INCENTIVE PROGRAMS. IN ADDITION, PWDF CONTINUES TO MARKET OUR TRAINING VIDEOS FOR DISTRIBUTION. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AND SSDI/SSI 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, WE ALSO PROVIDED A WORKSHOP ON "LIFE TRANSITIONS: ONSET OF INCAPACITY FROM A LEGAL PERSPECTIVE, MANAGEMENT OF THE PERSON AND/OR PROPERTY, AND SOCIAL SECURITY DISABILITY BENEFITS" FOR STAFF AT THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO LANGLEY PORTER PSYCHIATRIC HOSPITAL AND CLINICS. WE HAVE BEEN IMPLEMENTING RECOMMENDATIONS FROM A "CAPSTONE" TEAM OF GRADUATE STUDENTS FROM THE NEW YORK UNIVERSITY'S ROBERT F. WAGNER GRADUATE SCHOOL OF PUBLIC SERVICE ON EXPANDING PWDF'S PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO NATIONAL THROUGH THE USE OF TECHNOLOGY. THROUGH THESE RECOMMENDATIONS, WE HAVE SPLIT OUR 17 PAST SEMINAR VIDEOS INTO ROUGHLY 30- TO 45- MINUTE SEGMENTS AND POSTED ALL THE SEGMENTS ON OUR YOU TUBE CHANNEL SO THAT THEY ARE WIDELY AVAILABLE FOR FREE VIEWING BY THE PUBLIC.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$77,934ExpenseAmt
Grant$63,500GrantAmt
DescTHIS YEAR, PWDF CONDUCTED PHASE 2 OF OUR PILOT GRANT PROGRAM, PROVIDING FUNDS FOR OTHER ORGANIZATIONS FOR THEIR WORK IN SUPPORT OF PEOPLE WITH PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES. PWDF ANNOUNCED THE GRANT CYCLE AND REQUIREMENTS FOR LETTERS OF INTENT (LOIS), REVIEWED THE LOIS AND INVITED SEVERAL ORGANIZATIONS TO SUBMIT GRANT PROPOSALS. PWDF REVIEWED THE PROPOSALS AND AWARDED GRANTS TO SEVEN NONPROFIT ORGANIZATIONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$111,811ExpenseAmt
Revenue$1,845RevenueAmt
DescOTHERDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$111,811TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,845TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$479,617TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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
Employee9EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
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 BodyYes (true)Form990ProvidedToGvrnBodyInd
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 WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
HARRY SAUBERMAN
BOARD DIRECT0.50Yes (X)$0$0$0
JANICE E COHEN MD
BOARD DIRECT0.50Yes (X)$0$0$0
JANET ESPEY
BOARD DIRECT0.50Yes (X)$0$0$0
APRIL BANERJEE
EXECUTIVE DI35.00$73,660$0$0Yes (X)
STEVEN BRUCE
PRESIDENT60.00$68,129$0$0Yes (X)
MARTIN LEVINE
TREASURER0.50$0$0$0Yes (X)
ZOYA YARNYKH
SECRETARY0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$141,789TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$730,369AllOtherContributionsAmt
Noncash Contributions$660,000NoncashContributionsAmt
Total Contributions$730,369TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ATTORNEY FEES$42,635$42,635
CLIENT NON-REFUNDABLE COST$1,229$1,229
SALES EDUCATION MATERIAL$57$57
FieldValueIRS element (for citing)
Total Program Service Revenue$43,921TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,339TotalRevenueColumnAmt
Exclusion$6,339ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$693,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$705,673OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$12,173OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,173TotalRevenueColumnAmt
Related Or Exempt Func Income-$12,173RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCDesc
Total Revenue Column$100TotalRevenueColumnAmt
Related Or Exempt Func Income$100RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$100OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$768,556TotalRevenueColumnAmt
Related Or Exempt Func Income$31,848RelatedOrExemptFuncIncomeAmt
Exclusion$6,339ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$63,500TotalAmt
Program Services$63,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$141,789TotalAmt
Program Services$101,829ProgramServicesAmt
Management And General$39,960ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$178,661TotalAmt
Program Services$176,069ProgramServicesAmt
Management And General$2,592ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,333TotalAmt
Program Services$14,567ProgramServicesAmt
Management And General$6,766ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,084TotalAmt
Program Services$23,480ProgramServicesAmt
Management And General$3,604ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,195TotalAmt
Program Services$3,280ProgramServicesAmt
Management And General$2,915ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,906TotalAmt
Program Services$3,665ProgramServicesAmt
Management And General$3,241ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$360TotalAmt
Program Services$360ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,129TotalAmt
Program Services$2,476ProgramServicesAmt
Management And General$1,640ManagementAndGeneralAmt
Fundraising$13FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,401TotalAmt
Program Services$2,193ProgramServicesAmt
Management And General$203ManagementAndGeneralAmt
Fundraising$5FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,417TotalAmt
Program Services$43,384ProgramServicesAmt
Management And General$5,033ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$380TotalAmt
Program Services$380ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,205TotalAmt
Program Services$1,027ProgramServicesAmt
Management And General$152ManagementAndGeneralAmt
Fundraising$26FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,209TotalAmt
Program Services$7,760ProgramServicesAmt
Management And General$320ManagementAndGeneralAmt
Fundraising$129FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
WRITE-OFFS$10,487$10,487
TRUCKEE PROPERTY EXPS$9,819$9,819
TELEPHONE$8,569$7,562$1,007
DUES, SUBSCRIPTIONS & CLE$3,351$3,266$85

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,967TotalAmt
Program Services$4,513ProgramServicesAmt
Management And General-$546ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$546,762TotalAmt
Program Services$479,617ProgramServicesAmt
Management And General$66,972ManagementAndGeneralAmt
Fundraising$173FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$45,643BOYAmt
EOY$24,134EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$873,199BOYAmt
EOY$1,119,037EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$229BOYAmt
EOY-$239EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,807BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$684EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,100LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,100LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$428BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$931,306BOYAmt
EOY$1,143,616EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,172BOYAmt
EOY$1,945EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,888BOYAmt
EOY$8,750EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,060BOYAmt
EOY$10,695EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$924,246BOYAmt
EOY$1,132,921EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$924,246BOYAmt
EOY$1,132,921EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$931,306BOYAmt
EOY$1,143,616EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$221,794ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$13,119PriorPeriodAdjustmentsAmt
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$100,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,755CurrentTaxYearMinus1YearAmt
Current Tax Year$750,696CurrentTaxYearAmt
Total$1,093,462TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,755CurrentTaxYearMinus1YearAmt
Current Tax Year$750,696CurrentTaxYearAmt
Total$1,093,462TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,093,462PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,502CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$129CurrentTaxYearMinus1YearAmt
Current Tax Year$6,339CurrentTaxYearAmt
Total$13,634TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$330,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$213,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$347,385CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$500,049CurrentTaxYearMinus1YearAmt
Total$1,390,851TotalAmt
FieldValueIRS element (for citing)
Total Support$2,497,947TotalSupportAmt
Gross Receipts Rltd Activities$44,021GrossReceiptsRltdActivitiesAmt
Public Support CY1700.43770PublicSupportCY170Pct
Public Support PY1700.43420PublicSupportPY170Pct
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 1,390,851ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

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$8,750Amt
FieldValueIRS element (for citing)
Total Liability$8,750TotalLiabilityAmt

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
ABILITIES OF NORTHWEST JERSEY INC
264 RT 31 NORTHWASHINGTONNJ07882501C3$6,000PILOT GRANTS
THE ARC OF CENTRAL ALABAMA INC
6001 CRESTWOOD BOULEVARDBIRMINGHAMAL35212501C3$10,000PILOT PROGRAM
GOODWILL INDUSTRIES OF N ILL & WISC
850 N CHURCH STROCKFORDIL61103501C3$10,000PILOT PROGRAM
INSTITUTE OF URBAN LIVING
1060 BLADENSBURG RD NEWASHINGTONDC20002501C3$12,500PILOT PROGRAM
LAUREL HOUSE INC
1616 WASHINGTON BLVDSTAMFORDCT06902501C3$10,000PILOT PROGRAM
URBAN AUTISM SOLUTIONS
1212 W FLOURNOY STCHICAGOIL60607501C3$10,000PILOT PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org63500Total501c3OrgCnt

Schedule M IRS990ScheduleM

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$480,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$180,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
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
ExplanationPWDF USED A REAL ESTATE AGENT TO SELL A REAL ESTATE DONATION AND TWO TITLE COMPANIES TO PROCESS THE SALE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4ARECEIVED 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.
FORM 990, PAGE 2, PART III, LINE 4BPUBLIC 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, WE SUBMITTED COMMENTS ON NOTICES OF PROPOSED RULEMAKINGS TO THE SSA RELATED TO DISABILITY ADJUDICATION AND TO ITS WORK INCENTIVE PROGRAMS. IN ADDITION, PWDF CONTINUES TO MARKET OUR TRAINING VIDEOS FOR DISTRIBUTION. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AND SSDI/SSI 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, WE ALSO PROVIDED A WORKSHOP ON "LIFE TRANSITIONS: ONSET OF INCAPACITY FROM A LEGAL PERSPECTIVE, MANAGEMENT OF THE PERSON AND/OR PROPERTY, AND SOCIAL SECURITY DISABILITY BENEFITS" FOR STAFF AT THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO LANGLEY PORTER PSYCHIATRIC HOSPITAL AND CLINICS. WE HAVE BEEN IMPLEMENTING RECOMMENDATIONS FROM A "CAPSTONE" TEAM OF GRADUATE STUDENTS FROM THE NEW YORK UNIVERSITY'S ROBERT F. WAGNER GRADUATE SCHOOL OF PUBLIC SERVICE ON EXPANDING PWDF'S PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO NATIONAL THROUGH THE USE OF TECHNOLOGY. THROUGH THESE RECOMMENDATIONS, WE HAVE SPLIT OUR 17 PAST SEMINAR VIDEOS INTO ROUGHLY 30- TO 45- MINUTE SEGMENTS AND POSTED ALL THE SEGMENTS ON OUR YOU TUBE CHANNEL SO THAT THEY ARE WIDELY AVAILABLE FOR FREE VIEWING BY THE PUBLIC.
FORM 990, PAGE 2, PART III, LINE 4DOTHER
FORM 990, PAGE 6, PART VI, LINE 11BSOME 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 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 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 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION AND ALSO THROUGH THE OFFICE OF THE CALIFORNIA ATTORNEY GENERAL.