PEOPLE WITH DISABILITIES FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PEOPLE WITH DISABILITIES FOUNDATION (EIN 52-2228353)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-23
- IRS object ID
- 201800239349300335
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-23T12:29:07-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 1250 BAYHILL DR STE 100 | AddressLine1Txt |
| City | SAN BRUNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940663049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 | 2017-11-29 | 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 | 2018-01-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | C19E1A70527167BAE4E280F9C99C41B919B57216 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01D981E55145A767D32CCF68AB8D77B3DE01A402 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN BRUCE | PrincipalOfficerNm |
| Gross Receipts | $1,152,924 | 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 | 5 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $357,783 | PYContributionsGrantsAmt |
| CY Contributions Grants | $610,804 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,226 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,080 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,270 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,991 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $415,279 | PYTotalRevenueAmt |
| CY Total Revenue | $652,875 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $27,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $293,365 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $371,309 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,608 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $580,840 | PYOtherExpensesAmt |
| CY Other Expenses | $96,464 | CYOtherExpensesAmt |
| PY Total Expenses | $874,205 | PYTotalExpensesAmt |
| CY Total Expenses | $494,773 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$458,926 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $158,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $777,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $931,306 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,060 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $771,650 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $924,246 | 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 | $275,801 | ExpenseAmt |
| Revenue | $38,080 | RevenueAmt |
| Desc | PWDF CONTINUES TO CONSULT WITH AND REPRESENT INDIVIDUALS WHO HAVE MENTAL AND/OR DEVELOPMENTAL DISABILITIES ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY BENEFITS, EMPLOYMENT ISSUES OF REASONABLE ACCOMMODATIONS, AND HOUSING, EDUCATION, AND RELATED ADVOCACY SERVICES. WE PRIMARILY REPRESENT CLIENTS BEFORE THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR SSDI & SSI BENEFITS IN POSTENTITLEMENT 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $129,471 | ExpenseAmt |
| Desc | PWDF CONTINUES ITS PUBLIC AWARENESS AND EDUCATION ACTIVITIES THROUGH OUTREACH EVENTS, GUEST SPEAKING, AN E-NEWSLETTER, INFORMATIONAL SEMINARS AND TRAINING SESSIONS. 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, WE SUBMITTED COMMENTS ON NOTICES OF PROPOSED RULEMAKINGS TO THE SSA RELATED TO DISABILITY ADJUDICATION AND TO ITS WORK INCENTIVE PROGRAMS. IN ADDATION, 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, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. THIS FISCAL YEAR, WE BEGAN 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. PWDF'S 16TH FREE 3-HOUR PUBLIC AWARENESS SEMINAR WAS ON THE TOPIC OF ADULTS WITH AUTISM; A PANEL OF EXPERTS PRESENTED INFORMATION ON CHALLENGES AND RESOURCES AVAILABLE TO ADULTS WITH AUTISM SPECTRUM DISORDER (ASD) NAVIGATING INSTITUTIONS AND SERVICES. THE SEMINAR FOCUSED ON ASSESSMENT AND DIAGNOSIS OF ADULTS WITH ASD, TREATMENTS AVAILABLE FOR ADULTS WITH ASD, QUALIFYING FOR CALIFORNIA REGIONAL CENTER BENEFITS AS AN ADULT, AND SUPPLEMENTAL SECURITY INCOME (SSI). PWDF HAS ALSO RECRUITED PSYCHIATRISTS SPECIALIZING IN AUTISM FOR OUR ADVISORY BOARD TO PROVIDE INFORMATION AND INSIGHT IN SUPPORT OF OUR LEGAL AND EDUCATIONAL WORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,270 | ExpenseAmt |
| Grant | $27,000 | GrantAmt |
| Desc | THIS YEAR, PWDF INITIATED A PILOT GRANT PROGRAM, PROVIDING FUNDS FOR OTHER ORGANIZATIONS FOR THEIR WORK IN SUPPORT OF PEOPLE WITH PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES. PWDF ANNOUNCED THE PILOT PROGRAM 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 FOUR NONPROFIT ORGANIZATIONS. PHASE TWO IS EXPECTED THIS NEXT FISCAL YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $441,542 | 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 | false | 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 | Yes (true) | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | false | 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 (8 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| HARRY SAUBERMAN | ||||||
| BOARD DIRECT | Yes (X) | $0 | $0 | $0 | ||
| JANICE E CHOEN MD | ||||||
| BOARD DIRECT | Yes (X) | $0 | $0 | $0 | ||
| JANET ESPEY | ||||||
| BOARD DIRECT | Yes (X) | $0 | $0 | $0 | ||
| ZOYA YARNYKH | ||||||
| BOARD DIRECT | Yes (X) | $0 | $0 | $0 | ||
| STEVEN BRUCE | ||||||
| PRESIDENT | $68,129 | $0 | $0 | 60.00 | Yes (X) | |
| APRIL BANERJEE | ||||||
| EXECUTIVE DI | $52,216 | $0 | $0 | 35.00 | Yes (X) | |
| MARTIN LEVINE | ||||||
| SECRETARY | $0 | $0 | $0 | Yes (X) | ||
| SALLY SKLAR | ||||||
| TREASURER | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,345 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $610,804 | AllOtherContributionsAmt |
| Noncash Contributions | $500,049 | NoncashContributionsAmt |
| Total Contributions | $610,804 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATTORNEY FEES | Desc |
| Total Revenue Column | $38,080 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,080 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,080 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129 | TotalRevenueColumnAmt |
| Exclusion | $129 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $503,911 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $500,049 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,862 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,862 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $652,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,942 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $129 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Program Services | $27,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,345 | TotalAmt |
| Program Services | $99,229 | ProgramServicesAmt |
| Management And General | $12,687 | ManagementAndGeneralAmt |
| Fundraising | $8,429 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,625 | TotalAmt |
| Program Services | $193,766 | ProgramServicesAmt |
| Management And General | $2,875 | ManagementAndGeneralAmt |
| Fundraising | $984 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,289 | TotalAmt |
| Program Services | $21,946 | ProgramServicesAmt |
| Management And General | $2,503 | ManagementAndGeneralAmt |
| Fundraising | $840 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,050 | TotalAmt |
| Program Services | $25,915 | ProgramServicesAmt |
| Management And General | $1,273 | ManagementAndGeneralAmt |
| Fundraising | $862 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,303 | TotalAmt |
| Program Services | $1,786 | ProgramServicesAmt |
| Management And General | $3,434 | ManagementAndGeneralAmt |
| Fundraising | $83 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740 | TotalAmt |
| Management And General | $2,740 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,188 | TotalAmt |
| Program Services | $3,158 | ProgramServicesAmt |
| Management And General | $1,939 | ManagementAndGeneralAmt |
| Fundraising | $91 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,441 | TotalAmt |
| Program Services | $2,222 | ProgramServicesAmt |
| Management And General | $169 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,204 | TotalAmt |
| Program Services | $41,576 | ProgramServicesAmt |
| Management And General | $4,820 | ManagementAndGeneralAmt |
| Fundraising | $1,808 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274 | TotalAmt |
| Program Services | $274 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,649 | TotalAmt |
| Program Services | $9,027 | ProgramServicesAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
| Fundraising | $137 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TELEPHONE | $8,661 | $7,475 | $866 | $320 |
| DUES, SUBSCRIPTIONS & CLE | $4,440 | $4,355 | $85 | |
| LAWSUIT SETTLEMENT | $3,692 | $3,692 | ||
| RECRUITMENT COSTS | $1,989 | $1,714 | $275 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,883 | TotalAmt |
| Program Services | $2,099 | ProgramServicesAmt |
| Management And General | $1,780 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,773 | TotalAmt |
| Program Services | $441,542 | ProgramServicesAmt |
| Management And General | $39,623 | ManagementAndGeneralAmt |
| Fundraising | $13,608 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,392 | BOYAmt |
| EOY | $45,643 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,425 | BOYAmt |
| EOY | $873,199 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $229 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,807 | BOYAmt |
| EOY | $11,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,672 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428 | BOYAmt |
| EOY | $428 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $777,052 | BOYAmt |
| EOY | $931,306 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350 | BOYAmt |
| EOY | $1,172 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,052 | BOYAmt |
| EOY | $5,888 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,402 | BOYAmt |
| EOY | $7,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,650 | BOYAmt |
| EOY | $924,246 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,650 | BOYAmt |
| EOY | $924,246 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $777,052 | BOYAmt |
| EOY | $931,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $158,102 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$5,506 | OtherChangesInNetAssetsAmt |
| 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 | $973,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,755 | CurrentTaxYearAmt |
| Total | $1,316,312 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $973,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,755 | CurrentTaxYearAmt |
| Total | $1,316,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,316,312 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129 | CurrentTaxYearAmt |
| Total | $11,017 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $313,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $330,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $213,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $347,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500,049 | CurrentTaxYearAmt |
| Total | $1,704,139 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,031,468 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,080 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.43420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53220 | 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 1,704,139 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,672 | DepreciationAmt |
| Book Value | $428 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $428 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 403B DEDUCTIONS | $6,250 |
| MISC | $461 |
| ACCRUED PREPAIDS | $375 |
| SALES TAX PAYABLE | $13 |
| UNREALIZED GAIN (LOSS) | -$1,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,888 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| ARC OF THE UNITED STATES | ||||||
| 1825 K STREET NW STE 1200 | WASHINGTON DC | DC | 20006 | 501C3 | $7,500 | PILOT GRANTS |
| CASA ALLEGRA COMMUNITY SERVICES | ||||||
| 35 MITCHELL BLVD STE 8 | SAN ANSELMO | CA | 94903 | 501C3 | $7,500 | PILOT GRANTS |
| KIDPOWER TEENPOWER FULLPOWER | ||||||
| 215 BAYONA DR | SANTA CRUZ | CA | 95060 | 501C3 | $7,000 | PILOT GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27000 | Total501c3OrgCnt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $500,049 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLIC STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | 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 4B | PEOPLE WITH MENTAL AND/OR DEVELOPMENTAL DISABILITIES STATEWIDE AND LOCALLY, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. THIS FISCAL YEAR, WE BEGAN 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. PWDF'S 16TH FREE 3-HOUR PUBLIC AWARENESS SEMINAR WAS ON THE TOPIC OF ADULTS WITH AUTISM; A PANEL OF EXPERTS PRESENTED INFORMATION ON CHALLENGES AND RESOURCES AVAILABLE TO ADULTS WITH AUTISM SPECTRUM DISORDER (ASD) NAVIGATING INSTITUTIONS AND SERVICES. THE SEMINAR FOCUSED ON ASSESSMENT AND DIAGNOSIS OF ADULTS WITH ASD, TREATMENTS AVAILABLE FOR ADULTS WITH ASD, QUALIFYING FOR CALIFORNIA REGIONAL CENTER BENEFITS AS AN ADULT, AND SUPPLEMENTAL SECURITY INCOME (SSI). PWDF HAS ALSO RECRUITED PSYCHIATRISTS SPECIALIZING IN AUTISM FOR OUR ADVISORY BOARD TO PROVIDE INFORMATION AND INSIGHT IN SUPPORT OF OUR LEGAL AND EDUCATIONAL WORK. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE OFFICERS 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. |
| FORM 990, PART XI, LINE 9 | PRIOR PERIOD ADJUSTMENT -5,506 |