2014-08-14T16:18:40-05:00 2013-12-31 363990892 Capin Crouse LLP 3010 Saturn Street Suite 205 Brea CA 92821 990 2013-01-01 953402002 Joni and Friends JONI 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 Billy C Burnett Executive VP Finance & Admin 8187075664 2014-08-14 1 David C Moja P00747006 7149619300 2013 2015-11-30 17:44:51Z Neil Douglas Mazza 30009 Ladyface Ct Agoura Hills CA 91301 21486522 0 X www.joniandfriends.org X 1979 CA To communicate the gospel and equip Christ-Honoring Churches world wide to evangelize and disciple 16 14 173 3049 0 0 18636674 18667010 1916163 2141511 57948 54215 265057 372224 20875842 21234960 2407174 3948789 0 0 7969373 8621922 0 0 2471491 9520990 8643909 19897537 21214620 978305 20340 23957577 24096780 956808 1089303 23000769 23007477 X To communicate the gospel and equip Christ-Honoring Churches worldwide to evangelize and disciple people affected by disability. 0 0 9843316 3948789 0 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, which is key to the lasting presence and impact of a wheelchair outreach. This long-term relationship is achieved through strategic country partnerships. 4823000 1612023 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 with 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, attends informative sessions, spends time with each other, and has opportunities to grow in their faith in Christ.Wounded Warrior GetawayThe Wounded Warrior Getaway serves soldiers that have returned 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. International Family RetreatThe Joni and Friends International Family Retreats are modeled after our National Family Retreats, but are modified to reflect the culture of the host community. Through culturally relevant and sensitive International Family Retreats, families affected by disability find a safe place to receive Christian counsel, encouragement, information and resources to help with the daily challenges of life with a disability. This program is strengthening the foundation of the family unit and is touching one of the world's largest unreached populations - people affected by disability. 2091220 835293 The Christian Institute on Disability will educate and train a new generation of 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, and/or ministry training at a Joni and Friends office. Public Policy: Shaping culture with a Biblical world view on issues concerning the sanctity of human life. Total Access Total Access empowers churches in nations around the world to make schools, homes, and hospitals more accessible to people with physical disabilities. Our vision is to partner with churches, ministries, and individuals in the U.S. by putting together small teams of construction professionals and support people. These teams labor alongside our International Partners to build ramps, widen doorways, and do other projects for people using wheelchairs, walkers, and canes. Teams also give out Bibles and devotional materials, while in-country partner churches handle the evangelism and follow-up. 6142 2174 Special Delivery - A simple way to share the love of Christ with people affected by disability. Gift packages of hope and encouragement are delivered by volunteer teams to hospitalized, homebound, and institutionalized children and adults. A Special Delivery conveys the community spirit that a person who has a disability has not been forgotten. Typically, every Special Delivery package includes a Joni book and a Bible, often in disability-friendly format; such as large print, Braille, or audio; or in a foreign language. 24379 2657 Church Relations - to equip, train and mobilize the Church in meaningful ways to serve people affected by disability. Joni and Friends trains churches to become disability-sensitive and develop ongoing disability ministries within the church and the community. 373859 12701 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 50202 48887 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. 454582 66419 17212118 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 0 1 70 0 1 173 1 0 0 0 0 0 0 0 0 0 0 X 16 14 1 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 X Perry Schmidt 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 X Joni Eareckson Tada Founder/CEO 40.00 X X 169372 0 588 Gregory B Wood Board Chairman 1.00 X X 0 0 0 Carol Pollock Director/Secretary 1.00 X X 0 0 0 Rev D Cordell Brown Director/Treasurer 1.00 X X 0 0 0 Carin Amaradio 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 Ron Regenstreif Director 1.00 X 0 0 0 John Nugent Director 1.00 X 0 0 0 Jeffrey Morris Director 1.00 X 0 0 0 Terry Winkler MD Director 1.00 X 0 0 0 Ken Tada Director 15.00 X 17382 0 0 Neil Douglas Mazza President 40.00 X 218287 0 4969 Billy C Burnett Executive VP/CFO 40.00 X 76491 0 67537 Lorraine Mazza Vice President Development 40.00 X 136759 0 4969 618291 0 78063 3 0 1 0 Raptim International Travel PO Box 444 Lewiston NY 14092 International Travel Services 483710 Montage 30801 S Coast Highway Laguna Beach CA 90651 Hotel Services Presidents Retreat 289750 Black Baud PO Box 930256 Atlanta GA 31193 Software 157320 International Data Management 490 Pond Dr Akron OH 44320 Data Processing 153737 4 33 18666977 4262890 18667010 Tuition & Registration 624100 2109373 2109373 Other Income 900099 32138 32138 2141511 54215 54215 623786 251562 372224 372224 21234960 2513735 0 54215 160780 160780 3788009 3788009 583930 455466 64232 64232 6616538 5160900 727819 727819 886491 691463 97514 97514 534963 417271 58846 58846 25692 25692 35306 35306 803335 503649 131441 168245 96837 4232 92605 959349 722652 204551 32146 17933 15064 1614 1255 400615 355889 16683 28043 3131958 3065482 31738 34738 911981 571076 4550 336355 6511 6511 727334 610961 65460 50913 82699 69804 7499 5396 Postage & Shipping 825604 310179 25713 489712 Production 618755 313473 21610 283672 21214620 17212118 1531011 2471491 6151808 2932178 1682375 5379377 3538186 3480799 174039 157249 15715901 3813549 12154810 11902352 256359 244825 23957577 24096780 921002 996013 35806 93290 956808 1089303 X 17747553 16484720 5019716 5789257 233500 733500 23000769 23007477 23957577 24096780 20340 -13632 0 X X 0 1 X 1 0 X 16725678 16732361 16724435 18636674 18667010 87486158 16725678 16732361 16724435 18636674 18667010 87486158 3241709 84244449 42008 40045 56235 57948 54215 250451 87736609 9959222 0.96020 0.96510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256358 -11534 244824 242765 13593 256358 225005 10000 7760 242765 223500 1505 225005 223500 223500 0.04000 0.96000 0 0 3400000 3400000 9026560 1519365 7507195 2145843 1567065 578778 1143498 727119 416379 11902352 Capital Lease 93290 93290 X 27847768 -13632 6374878 6361246 21486522 -251562 -251562 21234960 27841060 6374878 251562 6626440 21214620 0 21214620 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 fo Directors approval. Part X, Line 2: The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of December 31, 2013 and 2012, Joni and Friends had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. JAF files information tax returns in the U.S. and various states. JAF is generally no longer subject to U.S. federal and state income tax examinations by tax authorities for years before 2009. Part XI, Line 4b - Other Adjustments: Cost of goods sold reported on Part VIII, Line 10b -251,562. Part XII, Line 2d - Other Adjustments: Cost of goods sold reported on Part VIII, Line 10b 251,562. 0 Central America and the Caribbean 0 0 Program Services Wheelchair distribution 341248 East Asia and the Pacific 0 0 Program ServicesPROGRAM SERVICES Wheelchair distribution 185249 Europe (Including Iceland & Greenland) 0 0 Program Services Wheelchair distribution 48749 Middle East and North Africa 0 0 Program Services Wheelchair distribution 29250 South America 0 0 Program Services Wheelchair distribution 108001 North America 0 0 Program Services Wheelchair distribution 114491 Russia & the Newly Independent States 0 0 Program Services Wheelchair distribution 12980 South Asia 0 0 Program Services Wheelchair distribution 53741 Sub-Saharan Africa 0 0 Program Services Wheelchair distribution 81880 Central America and the Caribbean 0 0 Program Services Internship 36324 East Asia and the Pacific 0 0 Program Services Internship 22419 Sub-Saharan Africa 0 0 Program Services Internship 9460 Central America and the Caribbean 0 0 Program Services International Family Retreat 62093 East Asia and the Pacific 0 0 Program Services International Family Retreat 43062 Europe (Including Iceland & Greenland) 0 0 Program Services International Family Retreat 40062 South America 0 0 Program Services International Family Retreat 23031 Sub-Saharan Africa 0 0 Program Services International Family Retreat 42062 Russia & the Newly Independent States 0 0 Program Services International Family Retreat 21031 Central America and the Caribbean 0 0 Program Services Disability Education 5624 South Asia 0 0 Program Services Disability Education 6655 Europe (Including Iceland & Greenland) 0 0 Program Services Disability Education 10248 South America 0 0 Program Services Disability Education 5214 Sub-Saharan Africa 0 0 Program Services Disability Education 6000 Central America and the Caribbean 0 0 Grants to Recipients 1123752 East Asia and the Pacific 0 0 Grants to Recipients 605268 Europe (Including Iceland & Greenland) 0 0 Grants to Recipients 187600 Middle East and North Africa 0 0 Grants to Recipients 93600 South America 0 0 Grants to Recipients 389376 South Asia 0 0 Grants to Recipients 193752 Sub-Saharan Africa 0 0 Grants to Recipients 292500 North America 0 0 Grants to recipients 412766 Russia & the Newly Independent States 0 0 Grants to recipients 46800 0 0 0 0 0 0 893709 3760579 4654288 Wheelchair distribution Central America and the Caribbean 2614 1223352 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution East Asia and the Pacific 1444 675792 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Europe (Including Iceland & Greenland) 400 187200 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Middle East and North Africa 200 93600 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South America 832 389376 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South Asia 414 193752 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Sub-Saharan Africa 625 292500 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution North America 882 412766 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Russia & the Newly Independent States 100 46800 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: Actual expenditures posted to our books and records in accordance with GAAP. 1 Assistance for disabled individuals 0 160780 Part I, Line 2: Joni and Friends Christian Fund for Disabled accepts applications for grant up to $5,000 per request. Quarterly senior management at Joni and Friends convenes and reviews each application. Grant awards are based on the specific needs of the individual with guidelines established in Christian Fund for the Disabled policies. X X 0 1 X X X 0 0 0 0 0 0 0 0 0 Joni Eareckson Tada Founder/CEO 164372 0 5000 0 0 0 0 0 588 0 169960 0 0 0 Neil Douglas Mazza President 213287 0 5000 0 0 0 0 0 5285 0 223572 0 0 0 Billy C Burnett Executive VP/CFO 76491 0 0 0 0 0 6950 0 67812 0 151253 0 0 0 Part I, Line 1a Joni and Friends have staff members provide personal services to Joni Earecksen 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 Earecksen 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. Lorraine Mazza Family member 141973 Compensation 0 Ken Tada Family member 17382 Compensation 0 X 36 375349 FMV X Wheelchairs 9191 3756311 Formula based on FMV X Materials 116 132075 Cost 0 0 1 1 Part I, Column (b): Number of contributors are based on the number of donors that contributed the non-cash items. Part I, Line 32b: If a vehicle is donated we use a 3rd party to facilitate the transaction. Form 990, Part VI, Section A, line 2 Founder, Joni Earecksen Tada, and Board Member, Ken Tada, are married. President, N. Douglas Mazza, and Vice President of Development, Lorraine Mazza, are married. Form 990, Part VI, Section B, line 11 The Form 990 is prepared and reviewed by an independent CPA firm. The return is also reviewed 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 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. Form 990, Part VI, Section B, line 15 The Compensation Committee of the Board of Directors reviews the salary of all top management officials. 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. Form 990, Part VII Ken Tada Compensation: Ken Tada serves on the Board of the Organization and is also employed by Joni and Friends as a part-time employee. The compensation that he receives is not for his service on the Board, it is purely reflective of the pay he receives due to his employment with the Organization. Form 990, Part XI, Line 2c: The organization did not change its oversight or selection process during the tax year.