2018-10-11T16:40:13-05:00 2017-12-31 363990892 Capin Crouse LLP 3050 Saturn Street Suite 104 Brea CA 92821 990 2017-01-01 953402002 Joni and Friends JONI 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 Laura Pulido Executive VP and CFO 8187075664 2018-10-11 1 Francis K Brown II P00465640 7145770988 2017 2022-09-23 18:48:47Z Neil Douglas Mazza 30009 Ladyface Ct Agoura Hills CA 91301 28457921 0 X www.joniandfriends.org X 1979 CA To communicate the Gospel, equip churches, and disciple people affected by disabilities. 15 13 179 6085 0 0 22260502 25176770 2377598 2502630 31358 26887 312395 326377 24981853 28032664 4384791 4646735 0 0 10287901 11170437 0 0 3471283 10337250 11020483 25009942 26837655 -28089 1195009 24588197 26077958 1151915 1446567 23436282 24631391 X To communicate the gospel and equip Christ-Honoring Churches worldwide to evangelize and disciple people affected by disability. 0 0 13009461 4543925 1327428 Joni and Friends Wheels for the World program provides a free wheelchair, along with the Gospel of Jesus Christ, to people affected by disability worldwide. Joni and Friends volunteers collect used, but restorable, wheelchairs. Inmates then restore the wheelchairs to like-new condition in correctional facilities across the United States. Joni and Friends wheelchair deliveries are always accompanied by volunteer teams of disability service providers who specially fit each wheelchair to the recipient with no church or religious affiliation required. Every chair recipient will receive a Bible in his/her own language and an offer to discuss the Bible and receive prayer. The Gospel is lovingly shared with recipients, family members, and friends by local pastors. Joni and Friends partners with disability ministries in select countries on a permanent basis. Long-term relationships are achieved through strategic in-country partnerships. 3264511 1389002 Joni and Friends Family Retreats provide a unique service to families caring for a disabled family member by providing a safe place for families affected by disability to receive Christian counsel, encouragement, and resources to help them overcome the daily challenges of life with a disability. Dozens of organizations offer camps ranging from a few days to eight weeks for children, teens, and adults with various disabilities. However, Joni and Friends knows of no other organization that provides the special opportunity for entire families to attend a retreat together where each person -- able bodied and disabled -- receives love, attention, and personally fulfilling activities while the family also receives rejuvenating rest. Joni and Friends Family Retreat program has provided encouragement and resources for over 14,000 families affected by disability since 1991, and Joni and Friends has hosted over 100 International Family Retreats since 2006.Wounded Warrior GetawayThe Wounded Warrior Getaway has been specifically designed to serve the growing number of soldiers returning home from service in Afghanistan or Iraq with life-altering disabilities. Their marriages and families are in crisis due to the consequences of a sudden disability. At the Warrior Getaway, families are strengthened and care-givers (parents and/or spouses) receive the support and resources they need. Long-term benefits from the Warriors Getaway include healed marriages and soldiers that speak of new-found hope and ability to handle their new situation in life. To honor these men and women and their service to our country, the cost for attending the Warrior Getaway is 100% sponsored for each warrior and their family. 2780462 102810 112299 The Christian Institute on Disability (CID) will educate and train a new generation of students, pastors, and lay leaders in the importance of disability ministry. The CID includes the following components: Education and Training: Degree programs - from undergraduate through Master's Degrees - and course work designed to equip a new generation of leaders for effective disability ministry. Internship program: Offering various training opportunities including: a certificate program in disability ministry, hands-on training at a Family Retreat, ministry training at a Joni and Friends office, and/or international outreach opportunities. Public Policy: Shaping culture with a Biblical world view on issues concerning the sanctity of human life. 1520376 Resource Department - receiving over 1,000 emails, phone calls and letters per month from people around the world needing hope and practical assistance with a personal touch. Connecting people with local churches and sending resource material. 481749 Joni and Friends Television Series - highlights an unusually open and honest approach to tough questions about the goodness of God in a world shattered by pain and suffering. Joni and Friends Television Series is a 30-minute program carried on National Religious Broadcasting Network, and Trinity Broadcasting Network over its 33 satellites globally, as well as on the internet and cable systems around the world. Our audience continues to grow through an increasing number of local broadcasters and regional networks throughout the U.S. and abroad.Joni and Friends Radio Program: an inspirational program covering a wide range of topics with a Biblical perspective. The radio show has two formats, a five-minute broadcast, and a one-minute broadcast. These programs are carried worldwide on over 1,200 outlets and are heard by over one million people daily. 2002125 21056559 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 91 0 1 179 1 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ CO CT FL GA IL KS KY MD MA MN NH NM NY NC OR PA SC TN VA WA WV WI X X Godfrey Mubiru 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 X Joni Eareckson Tada Founder/CEO 40.00 X X 253746 0 824 John Nugent Board Chairman 1.00 X X 0 0 0 Carin Amaradio Director/Secretary 1.00 X X 0 0 0 Ron Regenstreif Director/Treasurer 1.00 1.00 X X 0 0 0 Neil Douglas Mazza President 40.00 X X 236329 0 17180 Carol Pollock Director 1.00 X 0 0 0 Gregory B Wood Director 1.00 X 0 0 0 Eric Boles Director 1.00 X 0 0 0 Robin Jones Director 1.00 X 0 0 0 Lynn Guerin Director 1.00 X 0 0 0 Ann Furrow Director 1.00 X 0 0 0 Rev Michael Beates Director 1.00 X 0 0 0 Jan S van den Bosch Director 1.00 X 0 0 0 Jeffrey Morris Director 1.00 X 0 0 0 Peter Schulze Director 1.00 X 0 0 0 Laura Pulido EVP/CFO 38.00 2.00 X 154178 0 7716 Steve Bundy - VP Christian Institute on Disability 40.00 X 101541 0 82058 Shauna Amick VP, Development 40.00 X 114188 0 12223 Cathy Given VP, Human Resources 40.00 X 123927 0 7802 Marc Stein VP, Field Services 40.00 X 133656 0 14929 Charles McPadden Director of IT 40.00 X 115496 0 12808 1233061 0 155540 8 0 1 0 Custom Printing 2001 Cabot Pl Oxnard CA 93030 Printing services 612981 Airplus International Inc 225 Reinekers Ln Ste 500 Alexandria VA 22314 Travel expenses 537995 Montage Laguna Beach 30801 S Coast Hwy Laguna Beach CA 90651 Lodging, Catering, Conference services 429363 Custom Mailing Solutions 305 Bernoulli Circle Oxnard CA 93030 Printing Services 364981 Blackbaud PO Box 930256 Atlanta GA 31193 Software and license 359901 7 508992 24667778 5285697 25176770 Tuition & Registration 624100 2502630 2502630 2502630 26887 26887 20402 20402 178238 178238 0 0 552716 247019 305697 305697 278 278 278 28032664 2828729 0 27165 310160 310160 4336575 4336575 671772 497111 87331 87330 117848 87208 15320 15320 8539522 6319247 1110137 1110138 223454 165383 29033 29038 957763 708847 124448 124468 660078 488458 85810 85810 28023 28023 36745 36745 1201421 894837 120481 186103 198760 18531 180229 960041 492254 156877 310910 651224 269644 363500 18080 466182 415821 17728 32633 1622216 1582746 14667 24803 1337917 745167 4846 587904 1093 1093 517701 434869 46593 36239 165144 138836 14882 11426 Family Retreat Center 2028723 2028723 Printing, Photography, 913587 275684 10715 627188 Wheelchair shipping 298760 298760 0 0 Merchandise, Premiums, 263087 263087 0 329859 303142 23053 3664 26837655 21056559 2309813 3471283 6809004 6415771 3669267 5248467 2987816 3622727 138855 160127 16696965 6066099 10983255 10630866 24588197 26077958 1113703 1437014 38212 9553 1151915 1446567 X 15642212 16421101 7794070 8210290 23436282 24631391 24588197 26077958 1195009 100 0 X X 0 1 X 1 0 X 18667010 21523066 22034808 22260502 25176770 109662156 18667010 21523066 22034808 22260502 25176770 109662156 2805214 106856942 54215 71111 39605 31358 47289 243578 278 278 109906012 14425305 0.97230 0.95750 X Schedule A, Part II, Line 10, Explanation of Other Income: Other income - 2017 Amount: $ 278. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3032861 75000 111347 3219208 4669710 -1636849 3032861 912678 3166629 590564 161 4669710 244824 660645 7208 912678 256358 -11534 244824 0.36390 0.43550 0.20060 0 1 1 3400000 3400000 9073442 2438374 6635068 3173592 2643693 529899 1049931 984032 65899 10630866 Capital Lease 9553 9553 38824196 10544513 247019 10791532 28032664 0 28032664 37629187 10544513 247019 10791532 26837655 0 26837655 Part V, Line 4: Endowment funds will be held in full, pending Board of Directors decision on allocating the funds. The endowment was provided by a donor for the intent to start an endowment. Spending the corpus would require the Board of Directors approval. Part XI, Line 2d - Other Adjustments: Cost of goods sold reported on Part VIII, Line 10b 247,019. Part XII, Line 2d - Other Adjustments: Cost of goods sold reported on Part VIII, Line 10b 247,019. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Grants to Recipients 1532960 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Grants to Recipients 693450 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grants to Recipients 311550 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Grants to Recipients 332990 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Grants to Recipients 390610 North America - Canada and Mexico, but but not the United States 0 0 Grants to Recipients 525950 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Grants to Recipients 211050 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Grants to Recipients 338015 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services Wheelchair Distribution 105610 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Services Wheelchair Distribution 47774 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Services Wheelchair Distribution 21464 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Services Wheelchair Distribution 22941 North America - Canada and Mexico, but but not the United States 0 0 Program Services Wheelchair Distribution 36234 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Program Services Wheelchair Distribution 26910 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Program Services Wheelchair Distribution 14540 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Program Services Wheelchair Distribution 23287 0 0 0 0 0 0 4336575 298760 4635335 Wheelchair distribution Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 4576 1532960 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 2070 693450 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 930 311550 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 994 332990 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 1166 390610 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution North America - Canada and Mexico, but but not the United States 1570 525950 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 630 211050 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 1009 338015 Refurbished Wheelchairs distributed to disabled individuals FMV 0 0 0 0 0 0 Part I, Line 2: Grant Funds are sent to established Joni and Friends network ministry partners. We have a personal and evangelical relationship with those partners. Joni and Friends establishes parameters on how the grant funds and equipment are distributed. Often Joni and Friends management staff will attend the overseas function partially underwritten by Joni and Friends grant assistance. Part I, line 3: The organization tracked expenditures in accordance with accrual basis of accounting. 1 Wheelchairs 650 310160 FMV refurbished wheelchairs Part I, Line 2: Joni and Friends' Wheels for the World responded to multiple requests to provide immediate relief in the form of wheelchairs for children and adults affected by disability and displaced by Hurricane Harvey which made landfall in Texas on 08/25/17. JAF WFTW sent 650 restored wheelchairs to some of the hardest hit areas in Texas. JAF Texas office staff members organized the receiving and distribution of all wheelchairs sent in relief, and personally delivered wheelchairs to many of the distribution locations. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Joni Eareckson Tada Founder/CEO 253746 0 0 0 0 0 0 0 1516 0 255262 0 0 0 Neil Douglas Mazza President 236329 0 0 0 0 0 0 0 17872 0 254201 0 0 0 Laura Pulido EVP/CFO 154178 0 0 0 0 0 0 0 8132 0 162310 0 0 0 Steve Bundy - VP Christian Institute on Disability 101541 0 0 0 0 0 0 0 82578 0 184119 0 0 0 Part I, Line 1a Joni and Friends have staff members provide personal services to Joni Eareckson Tada including driving, attending personal needs, and other errands as needed. These services are provided during normal work week periods. These services are part of the normal tasks and duties of the staff members and are not compensated separately. These services are not included in Joni Eareckson Tada's taxable compensation. When air travel is required, Mrs. Tada flies first-class. As a quadriplegic, she is physically unable to fly coach. This is not included in taxable compensation. Steve Bundy (VP) received a nontaxable housing allowance. Lorraine Mazza Family member of Neil Douglas Mazza, Board President 99659 Compensation 0 Ken Tada Family member of Joni Eareckson Tada, Founder/CEO 18190 Compensation 0 X 11 178238 FMV X Wheelchairs 14501 5077979 Formula based on FMV X Materials 47 29480 Cost 0 0 1 0 Part I, Column (b): The number of contributions reported is the number of contributions made, with the exception of wheelchairs which is the number of items contributed. Form 990, Part VI, Section A, line 1 Joni and Friends has an executive committee that has the broad authority to act on behalf of the entire board. The executive committee is made up of the Founder/CEO, Chairman, Treasurer, and Secretary. The Committee shall keep regular minutes of its proceedings and report the same to the Board from time to time as the Board may require. Form 990, Part VI, Section B, line 11b The Form 990 is prepared and reviewed by an independent CPA firm. The return is also reviewed in detail by selected internal management. Finally, a copy of the Form 990 and supporting schedules are posted on the organizations intranet where board members may access for review and comment before filing. Form 990, Part VI, Section B, line 12c Conflict of interest policy along with disqualified persons are reviewed and signed by the Board of Directors and Officers during the spring semi-annual meeting. Any and all contracts on behalf of Joni and Friends are reviewed and signed by the Executive Vice President ensuring compliance with the conflict of interest policy concerning the Board of Director members. Disclosures for a Conflict of Interest shall be made to the President or Chair of the Board, who shall bring these matters to the attention of the Board through their Executive Committee. The Board shall then determine whether a conflict exists or, in the presence of an existing conflict, whether the contemplated transaction may be authorized as just, fair, and reasonable as to the organization. The decisions of the Board on these matters will rest in their sole discretion, and their first concern must be the welfare of Joni and Friends. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 The Compensation Committee of the Board of Directors reviews the salary of all top management officials bi-annually. Should the committee deem the need for a compensation recommendation, they will present it to the full board once a year. They use comparable data from salary surveys of other similar non-profit entities, current financial status and contemporaneous substantiation. Their recommendation is provided to the full Board for a final vote. This is documented in the minutes. Form 990, Part VI, Section C, line 19 Joni and Friends makes its governing documents, conflict of interest policy, and financial statements available upon written request. Part VII, Section A, column D and Schedule J, Part II, column B: Compensation reported in Part VII, column D and Schedule J, Part II, column B is the amount reported on the individual's W-2, box 1 or 5 (whichever amount is greater) per the IRS instructions. In the case of minister's compensation when box 5 of the W-2 is not applicable, box 1 compensation is used. Employee deferrals to qualified retirement plans are normally captured in box 5, not box 1 of Form W-2. For reporting purposes we have included the minister's retirement plan deferrals in Part VII, column F and Schedule J, Part II, column C. Form 990, Part XII, Line 2c: The organization's Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. Joni and Friends Foundation 30009 Ladyface Ct Agoura Hills CA 91301 300815226 Support Joni and Friends CA 501(c)(3) Type I Joni and Friends 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 Joni and Friends Foundation C Joni and Friends Foundation O