STRATEGY STUDIO / PUBLIC DATA EXPLORER

PEOPLE WITH DISABILITIES FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PEOPLE WITH DISABILITIES FOUNDATION (EIN 52-2228353)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202611359349308086
Schema version
2024v5.0
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

FieldValueIRS element (for citing)
Return2026-05-15T13:19:49-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

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 Line1395 OYSTER POINT BLVD STE 400AddressLine1Txt
CitySOUTH SAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94080ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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 TitlePRESIDENT&LEGAL DIRPersonTitleTxt
Phone4159313070PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J BERIAULTPreparerPersonNm
PTINP00066093PTIN
Phone6502250400PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVEN BRUCEPrincipalOfficerNm
Gross Receipts$892,278GrossReceiptsAmt
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 Body5VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$712,891PYContributionsGrantsAmt
CY Contributions Grants$504,250CYContributionsGrantsAmt
PY Program Service Revenue$14,934PYProgramServiceRevenueAmt
CY Program Service Revenue$12,830CYProgramServiceRevenueAmt
PY Investment Income$36,199PYInvestmentIncomeAmt
CY Investment Income$72,657CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$764,024PYTotalRevenueAmt
CY Total Revenue$589,737CYTotalRevenueAmt
PY Grants And Similar Paid$58,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$41,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$326,537PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$416,437CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$89,300PYOtherExpensesAmt
CY Other Expenses$101,883CYOtherExpensesAmt
PY Total Expenses$474,337PYTotalExpensesAmt
CY Total Expenses$559,320CYTotalExpensesAmt
PY Revenues Less Expenses$289,687PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,417CYRevenuesLessExpensesAmt
Total Assets BOY$2,016,924TotalAssetsBOYAmt
Total Assets EOY$2,044,841TotalAssetsEOYAmt
Total Liabilities BOY$3,374TotalLiabilitiesBOYAmt
Total Liabilities EOY$874TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,013,550NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,043,967NetAssetsOrFundBalancesEOYAmt
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$366,870ExpenseAmt
Revenue$12,830RevenueAmt
DescADVOCACY PROGRAM: IN 2023, WE FILED TWO NEW DISABILITY CIVIL RIGHTS DISCRIMINATION CASES AGAINST THE SOCIAL SECURITY ADMINISTRATION (SSA) IN FEDERAL COURT FOR REASONABLE ACCOMMODATIONS FOR CLIENTS WHO HAVE SCHIZOPHRENIA AS A PRIMARY DISABILITY. (CASE NOS. 3:23-CV-01037 AND 3:23-CV- (N.D. CAL.) IN ONE CASE, PLAINTIFF'S SUPPLEMENTAL SECURITY INCOME (SSI) CHECKS WERE INITIALLY HELD UP FOR TWO YEARS BASED ON THE SSA'S FALSE ACCUSATION THAT PLAINTIFF HAD 1 MILLION OF REAL ESTATE; THIS RESULTED IN HIM BEING CAST OUT ON THE STREETS HOMELESS, BEING IN FOUR PSYCHIATRIC HOSPITALS AND LIVING IN SHELTERS, ETC. IN THE OTHER CASE, THE SSA CEASED PLAINTIFF'S BENEFITS WHEN SHE TRIED TO WORK, EVENTUALLY REINSTATING HER BUT WITHOUT THE RETROACTIVE 12-MONTHS OF BENEFITS. THE SSA SHOULD NEVER HAVE CEASED HER BENEFITS, GIVEN HER SYMPTOMATOLOGY, WHICH INCLUDES DISORGANIZED THINKING, VISUAL, AUDITORY, AND OLFACTORY HALLUCINATIONS, AND SEVERE NEURO-COGNITIVE IMPAIRMENTS PUTTING HER IN THE LESS THAN 2% IN MOST CATEGORIES. IN BOTH CASES, THE SSA HAD THE MEDICAL INFORMATION, WHICH SHOWED CLEAR AND CONVINCING EVIDENCE, ONE FOR 27 YEARS, THAT THESE INDIVIDUALS' SYMPTOMATOLOGY INCLUDED HALLUCINATIONS AND/OR DELUSIONS, INCLUDING AUDITORY, VISUAL, AND OLFACTORY, IN ADDITION TO PSYCHIATRIC FINDINGS OF CONSTANT DISORGANIZED THOUGHTS LASTING NOT LESS THAN 2 YEARS AT TIMES. SEE SOCIAL SECURITY LISTING 12.03 SCHIZOPHRENIA SPECTRUM DISORDER, PART 404, SUBPART P, APP. 1. THE SSA KNEW ONE PERSON WAS HOMELESS FOR 2 YEARS AND FROM THE OTHER INDIVIDUAL'S WORK CDR (REVIEW FOR CESSATION OF BENEFITS), THAT THE STATED REASONS FOR TERMINATING HER SSDI CHECK BENEFITS WERE FALSE. WE FILED THESE CASES FOR REASONABLE ACCOMMODATIONS TO PREVENT THE SSA FROM TERMINATING THESE CLIENTS FROM BENEFITS WITHOUT "EFFECTIVE COMMUNICATION" FOR MEANINGFUL PROGRAM ACCESS. THESE CASES CAN TAKE 5 YEARS SINCE THE SSA USUALLY DELAYS DISCRIMINATION CASES. ONE CASE SETTLED IN MARCH 2026 AND THE OTHER HAS BEEN REMANDED TO THE SOCIAL SECURITY ADMINISTRATION FOR FURTHER ALJ HEARING, THE FIFTH TO BE IN APRIL 2026. PWDF REPRESENTED A CLIENT WHO REFUSED TO TAKE PSYCHOTROPIC MEDICATIONS, WHICH THE SSA USED TO SUPPORT THEIR CONCLUSION THAT THE CLIENT WAS NOT DISABLED. THE RIGHT TO REFUSE PSYCHOTROPIC MEDICATION IS AN IMPORTANT CIVIL RIGHT. M.F. V. O'MALLEY, COMMISSIONER, SOC. SEC. ADMIN., CASE 3:20-CV-08742 (N.D. CAL. NOV. 11, 2021). PWDF CONTINUES TO CONSULT WITH AND REPRESENT INDIVIDUALS WHO HAVE PSYCHIATRIC, INTELLECTUAL, AND/OR DEVELOPMENTAL DISABILITIES INCLUDING NEUROLOGICAL, ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY BENEFITS, EMPLOYMENT, AND/OR HOUSING, INCLUDING REASONABLE ACCOMMODATIONS ISSUES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$87,088ExpenseAmt
DescEDUCATION PROGRAM: PWDF'S PUBLIC AWARENESS AND EDUCATION PROGRAM GENERALLY INCLUDE OUTREACH EVENTS, GUEST SPEAKING, A QUARTERLY E-NEWSLETTER, INFORMATIONAL SEMINARS, TRAINING SESSIONS, AND A YOUTUBE CHANNEL, WHICH HOSTS OUR SEMINAR AND OTHER VIDEOS. TO DATE, WE HAVE ~70 VIDEOS FROM THE 3-HOUR EDUCATIONAL SEMINARS ON OUR YOUTUBE CHANNEL. IN ADDITION, WE CONTINUE TO MARKET OUR EMPLOYMENT TRAINING VIDEOS REGARDING EMPLOYEES AND JOB APPLICANTS WITH MENTAL AND/OR DEVELOPMENTAL DISABILITIES FOR DISTRIBUTION. WE HAVE CONTINUED EXPANSION OF OUR PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO A NATIONAL PROGRAM THROUGH LIVE STREAMING TECHNOLOGY. OUR 2025 FREE PUBLIC AWARENESS SEMINAR OCCURRED ON APRIL 3 AND WAS ENTITLED "PSYCHIATRIC DISABILITIES IN OLDER ADULTS (65 AND OLDER)." IT ADDRESSED PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT MAY ONSET LATE IN LIFE. VIDEO CLIPS AND A RECORDING IN ITS ENTIRETY ARE POSTED ON YOUTUBE. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA), AND ON SSI AND SOCIAL SECURITY DISABILITY INSURANCE (SSDI) WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH PSYCHIATRIC, INTELLECTUAL, AND/OR DEVELOPMENTAL DISABILITIES (P/IDD). WE PROVIDE THESE TRAININGS LOCALLY, STATEWIDE AND NATIONWIDE BY LIVE STREAMING, 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. WHEN APPROPRIATE, WE SUBMIT PUBLIC COMMENTS TO GOVERNMENTAL AGENCIES, ADVOCATING FOR POLICIES AND REGULATORY CHANGES AS THEY PERTAIN TO PEOPLE WITH P/IDD, BECAUSE THIS POPULATION IS UNDERREPRESENTED AND STIGMATIZED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$81,468ExpenseAmt
Grant$41,000GrantAmt
DescGRANT PROGRAM: PWDF CONTINUED OUR PILOT GRANT PROGRAM, PROVIDING FUNDS TO OTHER NON-PROFIT AGENCIES TO SUPPORT THEIR WORK FOR PEOPLE WITH P/IDD. THIS FISCAL YEAR, WE RENEWED GRANTS TO FIVE CURRENT GRANTEES. WE ALSO ANNOUNCED A NEW GRANT ROUND, PROVIDING AN OPPORTUNITY FOR ADDITIONAL ORGANIZATIONS TO APPLY FOR PWDF GRANTS IN SUPPORT OF PROGRAMS SERVING PEOPLE WITH P/IDD. WE RECEIVED A VERY LARGE NUMBER OF LETTERS OF INTEREST AND INVITED APPROXIMATELY 10% OF THOSE TO SUBMIT PROPOSALS. (AWARDS TO NEW GRANTEES WERE MADE IN FISCAL YEAR 2025-26.)Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$26ExpenseAmt
DescNOT SPECIFIEDDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$26TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$535,452TotalProgramServiceExpensesAmt
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 CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
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 With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
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
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
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 BodyfalseForm990ProvidedToGvrnBodyInd
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 OtherYes (true)CompensationProcessOtherInd
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)
PersonAPRIL BANERJEEPersonNm
Phone4159313070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1507 POLK STREET 430AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVEN BRUCE
PRESIDENT&LE55.00Yes (X)Yes (X)$142,935$0$0
APRIL BANERJEE
EXECUTIVE DI35.00Yes (X)$129,648$0$0
JANET ESPEY
SECRETARY0.50Yes (X)Yes (X)$0$0$0
HARRY SAUBERMAN
BOARD MEMBER0.50Yes (X)$0$0$0
MARTIN SCHULMAN
BOARD MEMBER0.50Yes (X)$0$0$0
ZOYA YARNYKH
TREASURER0.50Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$272,583TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$504,250AllOtherContributionsAmt
Noncash Contributions$302,541NoncashContributionsAmt
Total Contributions$504,250TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSTATUORY ATTORNEY FEESDesc
Total Revenue Column$12,830TotalRevenueColumnAmt
Related Or Exempt Func Income$12,830RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$12,830TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,565TotalRevenueColumnAmt
Exclusion$71,565ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$303,633SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$302,541SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,092SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,092TotalRevenueColumnAmt
Related Or Exempt Func Income$1,092RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$589,737TotalRevenueColumnAmt
Related Or Exempt Func Income$13,922RelatedOrExemptFuncIncomeAmt
Exclusion$71,565ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$41,000TotalAmt
Program Services$41,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$272,583TotalAmt
Program Services$259,618ProgramServicesAmt
Management And General$12,965ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$96,007TotalAmt
Program Services$96,007ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,024TotalAmt
Program Services$15,014ProgramServicesAmt
Management And General$2,010ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$30,823TotalAmt
Program Services$29,821ProgramServicesAmt
Management And General$1,002ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,785TotalAmt
Program Services$7,967ProgramServicesAmt
Management And General$4,818ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,831TotalAmt
Program Services$8,539ProgramServicesAmt
Management And General$292ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,514TotalAmt
Program Services$4,415ProgramServicesAmt
Management And General$99ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,260TotalAmt
Program Services$4,208ProgramServicesAmt
Management And General$52ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$41,760TotalAmt
Program Services$40,630ProgramServicesAmt
Management And General$1,130ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30TotalAmt
Management And General$30ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,290TotalAmt
Program Services$261ProgramServicesAmt
Management And General$1,029ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,776TotalAmt
Program Services$7,634ProgramServicesAmt
Management And General$142ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SERVICE FEE$12,489$12,348$141
DUES, SUBSCRIPTIONS & CLE$4,623$4,523$100
TELEPHONE$2,314$2,256$58
VIDEO SEMINAR$928$928

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$283TotalAmt
Program Services$283ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$559,320TotalAmt
Program Services$535,452ProgramServicesAmt
Management And General$23,868ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$62,819BOYAmt
EOY$35,616EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,952,481BOYAmt
EOY$2,007,678EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,624BOYAmt
EOY$1,341EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$206EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,100LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,100LandBldgEquipAccumDeprecAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,016,924BOYAmt
EOY$2,044,841EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,354BOYAmt
EOY$854EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$20BOYAmt
EOY$20EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,374BOYAmt
EOY$874EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,013,550BOYAmt
EOY$2,043,967EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,013,550BOYAmt
EOY$2,043,967EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,016,924BOYAmt
EOY$2,044,841EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$30,417ReconcilationRevenueExpnssAmt
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$413,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,053,753CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$407,688CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$727,825CurrentTaxYearMinus1YearAmt
Current Tax Year$504,250CurrentTaxYearAmt
Total$3,106,742TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$413,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,053,753CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$407,688CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$727,825CurrentTaxYearMinus1YearAmt
Current Tax Year$504,250CurrentTaxYearAmt
Total$3,106,742TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,106,742PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$513CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$990CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,669CurrentTaxYearMinus1YearAmt
Current Tax Year$71,565CurrentTaxYearAmt
Total$113,938TotalAmt
FieldValueIRS element (for citing)
Total Support$3,220,680TotalSupportAmt
Gross Receipts Rltd Activities$109,207GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96460PublicSupportCY170Pct
Public Support PY1700.98100PublicSupportPY170Pct
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 0ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,100OtherCostOrOtherBasisAmt
Depreciation$8,100DepreciationAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART IV, LINE 2BFormAndLineReferenceDesc
ExplanationATTORNEY - CLIENT TRUST ACCOUNTExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CASS HOUSING
111 W BERRY ST STE 211FORT WAYNEIN46802$6,000PEOPLE WITH P/IDD
LAUREL HOUSE
1616 WASHINGTON BLVDSTAMFORDCT06902$10,000PEOPLE WITH P/IDD
MEMPHIS JEWISH COMMUNITY CENTER
6560 POPLAR AVEMEMPHISTN38138$10,000PEOPLE WITH P/IDD
PENNSYLVANIA ELKS MAJOR PROJECTS
703 GEORGIAN PLSOMERSETPA15501$10,000PEOPLE WITH P/IDD

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$302,541NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK QUOTEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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
ExplanationTHE SECURITIES WERE TRANSFERRED/DEPOSITED INTO THEIR MORGAN STANLEY BROKERAGE ACCOUNT AND THEN SOLD.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4AADVOCACY PROGRAM: IN 2023, WE FILED TWO NEW DISABILITY CIVIL RIGHTS DISCRIMINATION CASES AGAINST THE SOCIAL SECURITY ADMINISTRATION (SSA) IN FEDERAL COURT FOR REASONABLE ACCOMMODATIONS FOR CLIENTS WHO HAVE SCHIZOPHRENIA AS A PRIMARY DISABILITY. (CASE NOS. 3:23-CV-01037 AND 3:23-CV- (N.D. CAL.) IN ONE CASE, PLAINTIFF'S SUPPLEMENTAL SECURITY INCOME (SSI) CHECKS WERE INITIALLY HELD UP FOR TWO YEARS BASED ON THE SSA'S FALSE ACCUSATION THAT PLAINTIFF HAD 1 MILLION OF REAL ESTATE; THIS RESULTED IN HIM BEING CAST OUT ON THE STREETS HOMELESS, BEING IN FOUR PSYCHIATRIC HOSPITALS AND LIVING IN SHELTERS, ETC. IN THE OTHER CASE, THE SSA CEASED PLAINTIFF'S BENEFITS WHEN SHE TRIED TO WORK, EVENTUALLY REINSTATING HER BUT WITHOUT THE RETROACTIVE 12-MONTHS OF BENEFITS. THE SSA SHOULD NEVER HAVE CEASED HER BENEFITS, GIVEN HER SYMPTOMATOLOGY, WHICH INCLUDES DISORGANIZED THINKING, VISUAL, AUDITORY, AND OLFACTORY HALLUCINATIONS, AND SEVERE NEURO-COGNITIVE IMPAIRMENTS PUTTING HER IN THE LESS THAN 2% IN MOST CATEGORIES. IN BOTH CASES, THE SSA HAD THE MEDICAL INFORMATION, WHICH SHOWED CLEAR AND CONVINCING EVIDENCE, ONE FOR 27 YEARS, THAT THESE INDIVIDUALS' SYMPTOMATOLOGY INCLUDED HALLUCINATIONS AND/OR DELUSIONS, INCLUDING AUDITORY, VISUAL, AND OLFACTORY, IN ADDITION TO PSYCHIATRIC FINDINGS OF CONSTANT DISORGANIZED THOUGHTS LASTING NOT LESS THAN 2 YEARS AT TIMES. SEE SOCIAL SECURITY LISTING 12.03 SCHIZOPHRENIA SPECTRUM DISORDER, PART 404, SUBPART P, APP. 1. THE SSA KNEW ONE PERSON WAS HOMELESS FOR 2 YEARS AND FROM THE OTHER INDIVIDUAL'S WORK CDR (REVIEW FOR CESSATION OF BENEFITS), THAT THE STATED REASONS FOR TERMINATING HER SSDI CHECK BENEFITS WERE FALSE. WE FILED THESE CASES FOR REASONABLE ACCOMMODATIONS TO PREVENT THE SSA FROM TERMINATING THESE CLIENTS FROM BENEFITS WITHOUT "EFFECTIVE COMMUNICATION" FOR MEANINGFUL PROGRAM ACCESS. THESE CASES CAN TAKE 5 YEARS SINCE THE SSA USUALLY DELAYS DISCRIMINATION CASES. ONE CASE SETTLED IN MARCH 2026 AND THE OTHER HAS BEEN REMANDED TO THE SOCIAL SECURITY ADMINISTRATION FOR FURTHER ALJ HEARING, THE FIFTH TO BE IN APRIL 2026. PWDF REPRESENTED A CLIENT WHO REFUSED TO TAKE PSYCHOTROPIC MEDICATIONS, WHICH THE SSA USED TO SUPPORT THEIR CONCLUSION THAT THE CLIENT WAS NOT DISABLED. THE RIGHT TO REFUSE PSYCHOTROPIC MEDICATION IS AN IMPORTANT CIVIL RIGHT. M.F. V. O'MALLEY, COMMISSIONER, SOC. SEC. ADMIN., CASE 3:20-CV-08742 (N.D. CAL. NOV. 11, 2021). PWDF CONTINUES TO CONSULT WITH AND REPRESENT INDIVIDUALS WHO HAVE PSYCHIATRIC, INTELLECTUAL, AND/OR DEVELOPMENTAL DISABILITIES INCLUDING NEUROLOGICAL, ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY BENEFITS, EMPLOYMENT, AND/OR HOUSING, INCLUDING REASONABLE ACCOMMODATIONS ISSUES.
FORM 990, PAGE 2, PART III, LINE 4BEDUCATION PROGRAM: PWDF'S PUBLIC AWARENESS AND EDUCATION PROGRAM GENERALLY INCLUDE OUTREACH EVENTS, GUEST SPEAKING, A QUARTERLY E-NEWSLETTER, INFORMATIONAL SEMINARS, TRAINING SESSIONS, AND A YOUTUBE CHANNEL, WHICH HOSTS OUR SEMINAR AND OTHER VIDEOS. TO DATE, WE HAVE ~70 VIDEOS FROM THE 3-HOUR EDUCATIONAL SEMINARS ON OUR YOUTUBE CHANNEL. IN ADDITION, WE CONTINUE TO MARKET OUR EMPLOYMENT TRAINING VIDEOS REGARDING EMPLOYEES AND JOB APPLICANTS WITH MENTAL AND/OR DEVELOPMENTAL DISABILITIES FOR DISTRIBUTION. WE HAVE CONTINUED EXPANSION OF OUR PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO A NATIONAL PROGRAM THROUGH LIVE STREAMING TECHNOLOGY. OUR 2025 FREE PUBLIC AWARENESS SEMINAR OCCURRED ON APRIL 3 AND WAS ENTITLED "PSYCHIATRIC DISABILITIES IN OLDER ADULTS (65 AND OLDER)." IT ADDRESSED PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT MAY ONSET LATE IN LIFE. VIDEO CLIPS AND A RECORDING IN ITS ENTIRETY ARE POSTED ON YOUTUBE. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA), AND ON SSI AND SOCIAL SECURITY DISABILITY INSURANCE (SSDI) WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH PSYCHIATRIC, INTELLECTUAL, AND/OR DEVELOPMENTAL DISABILITIES (P/IDD). WE PROVIDE THESE TRAININGS LOCALLY, STATEWIDE AND NATIONWIDE BY LIVE STREAMING, 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. WHEN APPROPRIATE, WE SUBMIT PUBLIC COMMENTS TO GOVERNMENTAL AGENCIES, ADVOCATING FOR POLICIES AND REGULATORY CHANGES AS THEY PERTAIN TO PEOPLE WITH P/IDD, BECAUSE THIS POPULATION IS UNDERREPRESENTED AND STIGMATIZED.
FORM 990, PAGE 2, PART III, LINE 4DNOT SPECIFIED
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990,PART VI, LINE 11B - A SUBCOMMITTEE OF THE BOARD OF DIRECTORS HAS REVIEWED THE FORM 990,ITS SCHEDULES, AND RELATED ATTACHMENTS IN DETAIL BEFORE THE RETURN WAS FILED AND IT IS AVAILABLE TO OTHER MEMBERS OF THE BOARD AT THEIR REQUEST.
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/OR REGIONAL SALARY DATA FROM GUIDESTAR OR SIMILAR TO COMPARE OUR SALARY STRUCTURE WITH SIMILAR NONPROFITS THAT HAVE SIMILAR BUDGET AMOUNTS.
FORM 990, PAGE 6, PART VI, LINE 15BEVERY 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/OR REGIONAL SALARY DATA FROM GUIDESTAR OR SIMILAR 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.