Civic Intelligence

People with Disabilities Foundation

990 • Fiscal year 2016 • EIN 52-2228353

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilewww.pwdf.org
507 Polk StreetSan Francisco, CA 94102

(415) 931-3070

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-111%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$70,618

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

5th percentile

-37%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$777,052

Down $456,301 (-37%) from 2015

Net Assets

Down

$771,650

Down $458,926 (-37%) from 2015

Liabilities

Up

$5,402

Up $2,625 (+95%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin3rd percentile

Revenue

Up

$415,279

Up $95,858 (+30%) from 2015

Expenses

Up

$874,205

Up $400,634 (+85%) from 2015

Net Income

Down

-$458,926

Down $304,776 (-198%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $655,691Liabilities 2011: $41,521Net Assets 2011: $614,1702011Assets 2012: $482,987Liabilities 2012: $57,943Net Assets 2012: $425,0442012Assets 2013: $1,383,429Liabilities 2013: $5,316Net Assets 2013: $1,378,1132013Assets 2014: $1,387,519Liabilities 2014: $2,793Net Assets 2014: $1,384,7262014Assets 2015: $1,233,353Liabilities 2015: $2,777Net Assets 2015: $1,230,5762015Assets 2016: $777,052Liabilities 2016: $5,402Net Assets 2016: $771,6502016Assets 2017: $931,306Liabilities 2017: $7,060Net Assets 2017: $924,2462017Assets 2018: $1,143,616Liabilities 2018: $10,695Net Assets 2018: $1,132,9212018Assets 2019: $1,065,522Liabilities 2019: $9,985Net Assets 2019: $1,055,5372019Assets 2020: $920,408Liabilities 2020: $9,712Net Assets 2020: $910,6962020Assets 2021: $953,783Liabilities 2021: $13,773Net Assets 2021: $940,0102021Assets 2022: $1,618,755Liabilities 2022: $7,741Net Assets 2022: $1,611,0142022Assets 2023: $1,731,934Liabilities 2023: $9,881Net Assets 2023: $1,722,0532023Assets 2024: $2,016,924Liabilities 2024: $3,374Net Assets 2024: $2,013,5502024

Highlighted filing

2016

Assets$777,052
Liabilities$5,402
Net Assets$771,650
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $265,158Expenses 2011: $375,484Net Income 2011: -$110,3262011Expenses 2012: $413,3392012Expenses 2013: $324,0242013Revenue 2014: $418,011Expenses 2014: $453,578Net Income 2014: -$35,5672014Revenue 2015: $319,421Expenses 2015: $473,571Net Income 2015: -$154,1502015Revenue 2016: $415,279Expenses 2016: $874,205Net Income 2016: -$458,9262016Revenue 2017: $652,875Expenses 2017: $494,773Net Income 2017: $158,1022017Revenue 2018: $768,556Expenses 2018: $546,762Net Income 2018: $221,7942018Revenue 2019: $398,253Expenses 2019: $481,211Net Income 2019: -$82,9582019Revenue 2020: $303,742Expenses 2020: $448,916Net Income 2020: -$145,1742020Revenue 2021: $446,857Expenses 2021: $417,543Net Income 2021: $29,3142021Revenue 2022: $1,055,409Expenses 2022: $384,405Net Income 2022: $671,0042022Revenue 2023: $409,253Expenses 2023: $298,214Net Income 2023: $111,0392023Revenue 2024: $764,024Expenses 2024: $474,337Net Income 2024: $289,6872024

Highlighted filing

2016

Revenue$415,279
Expenses$874,205
Net Income-$458,926
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$762,664
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,230,576$771,650▼ $458,926
Savings and Temporary Cash Investments$1,185,199$664,425▼ $520,774
Cash and Non-Interest-Bearing Accounts$35,135$100,392▲ $65,257
Inventories for Sale or Use$11,816$11,807▼ $9
Land, Buildings, and Equipment, Net$872$428▼ $444
Prepaid Expenses and Deferred Charges$331$0▼ $331
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$1,233,353$777,052▼ $456,301
Other Assets Total-$0-
Liabilities
Other Liabilities$2,777$5,052▲ $2,275
Accounts Payable and Accrued Expenses-$350-
Total Liabilities$2,777$5,402▲ $2,625
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,230,576$771,650▼ $458,926
Total Liabilities and Net Assets / Fund Balance$1,233,353$777,052▼ $456,301

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$428$7,672$8,100
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Steven BrucePresidentFT$70,618$70,618

Board Members and Trustees

NameTitle
Harry SaubermanTrustee
Martin LevineSecretary
Sally SklarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$357,783
Program Service Revenue
$55,226
Investment Income
$2,270
Other Revenue
$0
All Other Contributions
$357,783
Change in Net Assets
$-458,926

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$347,385Stock Market
Total Noncash Contributions1$347,385-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$580,840
Salaries, Compensation, and Employee Benefits$293,365
Total Fundraising Expense$17,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$176,529-$7,478$184,007
Current Officers, Directors, Trustees, and Key Employees$60,025$7,062$3,531$70,618
Occupancy$33,458$3,936$1,968$39,362
Payroll Taxes$19,598$2,306$1,152$23,056
Other Employee Benefits$13,331$1,568$785$15,684
All Other Expenses$11,400$1,342$668$13,410
Insurance$8,675$1,020$511$10,206
Other Expenses$3,921$461$231$4,613
Fees for Services Accounting$1,275$150$75$1,500
Travel$789$93$46$928
Fees for Services Other$440$52$26$518
Depreciation Depletion$444--$444
Total Functional Expenses$341,906$515,122$17,177$874,205
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
403b Deductions$6,250
Sales Tax Payable$13
Unrealized Gain (loss)$-1,211
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“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, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Pwdf monitors this on an on-going basis; as a small agency, it would have been reported and discussed ay every general annual and budget board meeting. This fy there was no need for enforcement.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“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 national and regional salary data from guidestar to compare our salary structure with similar nonprofits that have similar budget amounts.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The documents are available upon request to the organization and also through the office of the california attorney general.”

Filing and Contact Details

Filer

Filer Name
People With Disabilities Foundation
EIN
52-2228353
Phone
4159313070
Address
507 POLK STREET, SAN FRANCISCO, CA 94102

Signing Officer

Name
Steven Bruce
Title
President
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Bruce
Formed
2001
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
11

Preparer

Firm
Vavrinek Trine Day & Co LLP
Address
260 Sheridan Ave Suite 440, Palo Alto, CA 94306
Preparer
Robert J Ravano
Phone
6504620400
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0PWDF 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 and to the US Department of Education related to ensuring their regulations did not result in disabled persons Social Security disability and health care benefits being put at risk. We submitted public comments to the US Department of Labor, Office of Disability Employment Policys Advisory Committee on Increasing Competitive Integrated Employment for Individuals with Disabilities and to the SSA urging them to provide program mechanisms and staff training to ensure that individuals with psychiatric and/or developmental disabilities receive the support frameworks they need in order to engage in sustained competitive integrated employment and to ensure such mechanisms do not jeopardize Social Security disability benefits or dilute Social Security work incentive rules. We also held a free 3-hour public awareness seminar relating to reasonable accommodations in housing for people with psychiatric and/or developmental disabilities. In addition, 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. PWDF also presented as a guest speaker for SWISH and People First.This fiscal year, we received recommendations from a Capstone team of graduate students from the New York Universitys Robert F. Wagner Graduate School of Public Service on expanding PWDFs Public Awareness and Education Program from a primarily local program to national through the use of technology. We had been making many of our events available nationally via live stream, but we asked for recommendations for further expansion. Based on their recommendations, PWDF has hired a Program Coordinator for Technology to make our media resources available to a larger audience, including by making them available in a digital format, and is excited about implementing the Capstone teams recommendations.
IRS990/ProgSrvcAccomActy3Grp/Desc0PWDF has been updating and developing resources related to autism spectrum disorder (ASD). PWDF has served this population through both our Advocacy Program and the Public Awareness and Education Program. For example, one of the plaintiffs we represented in the cases against the SSA mentioned in line 4a has communication impairments related to his ASD and other disorders that were a key reason for his lawsuit. In 2012, our Public Awareness and Education Program held a free, 3-hour public awareness seminar entitled, Autism and Technology: Resources and Opportunities for Transitional Age Youth. In 2016, we updated this work by researching current issues, submitting public comments to the United States Interagency Autism Coordinating Committee (IACC), expanding our network of professionals with expertise in ASD, and holding another public awareness seminar related to ASD. Our public comments to the IACC comprised several recommendations for their 2016 Strategic Plan for Autism Disorder Research. Our comments focused on identifying the needs of adults with autism, particularly when it comes to diagnosis, treatment, and services, including for employment, housing, health care and education. We also addressed core issues such as increasing research to overcome disparities among gender, ethnicity, and income levels. PWDFs 16th free 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 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). This seminar continued the work of our 2012 seminar on autism and technology. 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PWDF MONITORS THIS ON AN ON-GOING BASIS; AS A SMALL AGENCY, IT WOULD HAVE BEEN REPORTED AND DISCUSSED AY EVERY GENERAL ANNUAL AND BUDGET BOARD MEETING. THIS FY THERE WAS NO NEED FOR ENFORCEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY 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 NATIONAL AND REGIONAL SALARY DATA FROM GUIDESTAR TO COMPARE OUR SALARY STRUCTURE WITH SIMILAR NONPROFITS THAT HAVE SIMILAR BUDGET AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION AND ALSO THROUGH THE OFFICE OF THE CALIFORNIA ATTORNEY GENERAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$777,052
Liabilities
$5,402
Net assets
$771,650
Revenue
$415,279
Expenses
$874,205
Net income
-$458,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.01$0.76$0.47$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.72$0.41$0.30$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$1.06$0.38$0.67
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.45$0.42$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.30$0.45$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.40$0.48$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.77$0.55$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.65$0.49$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.77$0.42$0.87$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.32$0.47$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.38$0.42$0.45$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.01$1.38$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.06$0.43$0.41
2011Summary only. Only limited summary data is available for this year.$0.66$0.04$0.61$0.27$0.38$0.11