Health & Disability Advocates

“The chief executive officer and financial director have the principal responsibility for preparing the 990, a copy of which is provided to all board members for review and approval prior to filing.”

“Hda periodically reminds board members orally of their obligation to report to the board matters presenting a conflict of interest, and the board is reminded to ensure that no board members with a conflict of interest participates in discussions or deliberations concerning a matter in which he or she has a conflict.”

“Salaries for all staff except the cheif executive officer (ceo) are set by the ceo and reviewed and approved by the board as part of the annual budget process. The salary of the ceo is set and approved by the board. There have been no salary increases for the ceo or the majority of the staff during the past five years.”

“The organization complies with all reporting and disclosure requirements related to its funding. Any documents in part vi, line 19 that may not be covered under these requirements would be available upon request, subject to approval and discretion of management.”

“Each february an election is held for new officers. 2016 officers are as follows: david reed, president; dr. Teresa garate, vice president; eric lipp, treasurer; and deila davis, secretary. Directors in 2016 are as follows: fil guipoco, aditya burman, linda shapiro, and linda bathgate. The following individual stepped down as a director during the year: patrick gallagher.”

“Consulting fees: program service expenses 237,525. Management and general expenses 16,704. Fundraising expenses 15,000. Total expenses 269,229.”

“The employees of hda were leased from an intermediary leasing company, a professional employee organization (peo), under an annual renewable agreement. Under this agreement an employee-leasing fee is required with includes payroll taxes, employee workers' compensation insurance, a 401(k) retirement plan, certain employee benefits, and an administrative fee based on the number of employees. Hda continues to direct employees' day-to-day duties and activities as a coemployer. However, the peo is the employer of record for tax and legal purposes. As a result of this arrangement, hda does not file forms w-2 or w-3 for the leased employees.”