Civic Intelligence

People with Disabilities Foundation

990 • Fiscal year 2019 • EIN 52-2228353

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 08, 2020

507 Polk Street 430San Francisco, CA 94102

(415) 931-3070

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$74,216

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

16th percentile

-6.8%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,065,522

Down $78,094 (-6.8%) from 2018

Net Assets

Down

$1,055,537

Down $77,384 (-6.8%) from 2018

Liabilities

Down

$9,985

Down $710 (-6.6%) from 2018

Revenue

Down

$398,253

Down $370,303 (-48%) from 2018

Expenses

Down

$481,211

Down $65,551 (-12%) from 2018

Net Income

Down

-$82,958

Down $304,752 (-137%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$1,065,522
Liabilities$9,985
Net Assets$1,055,537

Operations Trend

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

2019

Revenue$398,253
Expenses$481,211
Net Income-$82,958
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 8, 2020
Return Version
2018v3.1
Gross Receipts
$398,253
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
Savings and Temporary Cash Investments$1,119,037$1,048,294▼ $70,743
Cash and Non-Interest-Bearing Accounts$24,134$15,008▼ $9,126
Prepaid Expenses and Deferred Charges$684$2,220▲ $1,536
Accounts Receivable$-239--
Total Assets$1,143,616$1,065,522▼ $78,094
Liabilities
Other Liabilities$8,750$6,250▼ $2,500
Escrow Account Liability-$2,020-
Accounts Payable and Accrued Expenses$1,945$1,715▼ $230
Total Liabilities$10,695$9,985▼ $710
Net Assets / Fund Balance
Unrestricted Net Assets$1,132,921$1,055,537▼ $77,384
Total Net Assets Fund Balance$1,132,921$1,055,537▼ $77,384
Total Liabilities and Net Assets / Fund Balance$1,143,616$1,065,522▼ $78,094

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,100-$8,100
Other Land Buildings$-8,100$8,100-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
April BanerjeeExecutive DiFT$74,216$74,216
Steven BrucePresidentFT$68,129$68,129
Zoya YarnykhSecretaryPT$61,322$61,322

Board Members and Trustees

NameTitle
Harry SaubermanBoard Direct
Janet EspeyBoard Direct
Janice E Cohen MdBoard Direct
Martin LevineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$300,341
Program Service Revenue
$79,585
Investment Income
$14,257
Other Revenue
$4,070
All Other Contributions
$300,341
Change in Net Assets
$-82,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$383,057
Other Expenses$85,654
Grants and Similar Amounts Paid$12,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$163,457$40,210-$203,667
Other Salaries and Wages$127,020--$127,020
Occupancy$39,769$4,419-$44,188
Payroll Taxes$24,866$3,448-$28,314
Other Employee Benefits$16,540$7,516-$24,056
Grants to Domestic Orgs$12,500--$12,500
Insurance$9,261$1,838-$11,099
Fees for Services Accounting$4,583$3,124-$7,707
Fees for Services Other$1,149$2,835-$3,984
All Other Expenses$1,839$1,031-$2,870
Office Expenses$1,489$1,114-$2,603
Information Technology$1,026$69-$1,095
Other Expenses$1,335$906-$906
Advertising$360--$360
Travel$119$85-$204
Total Functional Expenses$412,952$68,259$0$481,211
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arc of the United StatesWashington Dc, DC501c3-$7,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
403b Deductions$6,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 11B

Some directors 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.

Filing and Contact Details

Filer

Filer Name
People With Disabilities Foundation
EIN
52-2228353
Phone
4159313070
Address
507 POLK STREET 430, SAN FRANCISCO, CA 94102

Signing Officer

Name
Steven Bruce
Title
President
Phone
4159313070
Signed
2020-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Bruce
Formed
2000
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
9

Preparer

Firm
Tiret Company Cpas
Address
2001 JUNIPERO SERRA BLVD STE 410, DALY CITY, CA 94014
Preparer
Steven J Reid
Phone
6502250400
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Pwdf continues to consult with and represent individuals who have psychiatric, intellectual,and/or developmental disabilities (p/idd) on cases that involve social security disability benefits and reasonable accommodations in employment,housing, education, and social security disability programs. We primarily represent clients before the social security administration (ssa) for ssdi & ssi benefits in post-entitlement 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 with respect to doe;davis passed away. Pwdf filed a medicare (medicaid) compedia case in federal district court against the u.s. Department of health and human services (hhs) on an issue of first instance. Hhs is using an overly restrictive definition of an "acceptable medical indication," preventing medicare (and medicaid) beneficiaries from obtaining coverage for prescription drugs for life- threatening and other conditions. Pwdf's intent is to have broad impact. The case is now in the u.s. Court of appeals for the 9th circuit, which covers 11 states and territories. (bruce v. Azar, et al. Case no. 19- 17565.)

Form 990, Page 2, Part III, Line 4B

Pwdf continues its public awareness and education activities through outreach events, guest speaking, an e-newsletter, informational seminars, training sessions and a youtube channel, which hosts and disseminates our seminar and other videos. To-date, we have nearly 50 educational videos on our youtube channel. In addition, we continue to market our training videos for distribution. Over the last several years, we have been expanding our public awareness and education program from a primarily local program to a national program thouugh technology based on recommendations from a "capstone" team of graduate students from new york university's robert f. Wagner graduate school of public service. Since our last 3-hour, free public awareness seminar in june 2018, pwdf has been doing research for and planning our next seminar, with the working-title of aging and mental health issues: diagnosis, treatment, and solutions. This seminar will address psychiatric issues related to aging, including those that often or may onset late in life such as dementia (neuro-cognitive disorder), personality disorder, cognitive dysfunction, anxiety, and depressionto provide a robust and important topic with which to educate the community. Pwdf is actively planning this seminar and we expect to schedule it for some time in late fall 2019 through winter 2020. 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,in 2018-2019, we submitted comments on notices of proposed rulemakings to the ssa related to setting the manner for the appearance of parties and witnesses at a hearing (docket no. Ssa-2017-0015), as well as ssa proposed rulemaking on elimination of the education category "inability to communicate in english" when evaluating disability claims for adults under titles ii and xvi of the social security act (docket no. Ssa-2017- 0046). We provide training on the americans with disabilities act (ada) and supplemental security income (ssi) and social security disability insurance (ssdi) for people with mental and/or developmental disabilities statewide and locally,including for organizations such as nami california, nami san francisco chapter, nami marin chaper, the bar association of san francisco, and support for families of children with disabilities, among others. This year, pwdf presented two workshops on ssi/ssdi for support for families of children with disabilities: one that was an introductory workshop on child's benefits and another on overpayments, waivers, and appeals. Pwdf also received a request from san francisco general hospital to provide a workshop on social security disability to some of their residents, so we developed a workshop geared towards medical providers. We also provided a workshop,"conservatorships (management of the person and/or property) and social security disability representative payee services" for psychiatric nurse practitioner students at the university of california san francisco school of nursing. Pwdf submitted freedom of information act (foia) requests to the us department of labor (dol) and department of health and human services (hhs) for information related to their enforcement of the paul wellstone and pete domenici mental health parity and addiction equity act of 2008 (mhpaea) in august 2018. The dol provided some information, but has not replied to all of our requests: we are appealing their responses as inadequate. After not receiving a response from hhs for nearly 7 months, we sent them a letter on march 28, 2019 about their lack of response. In april 2019, the centers for medicare and medicaid services (cms) acknowledged the request. In august 2019, nearly a year to the day after we submitted the request, cms freedom of information group contacted us to say t

Form 990, Page 2, Part III, Line 4D

DEVELOPMENT

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

Attorney - client trust account.

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IRS990/MissionDesc0PROVIDE 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PWDF CONTINUES ITS PUBLIC AWARENESS AND EDUCATION ACTIVITIES THROUGH OUTREACH EVENTS, GUEST SPEAKING, AN E-NEWSLETTER, INFORMATIONAL SEMINARS, TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS AND DISSEMINATES OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE NEARLY 50 EDUCATIONAL VIDEOS ON OUR YOUTUBE CHANNEL. IN ADDITION, WE CONTINUE TO MARKET OUR TRAINING VIDEOS FOR DISTRIBUTION. OVER THE LAST SEVERAL YEARS, WE HAVE BEEN EXPANDING OUR PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO A NATIONAL PROGRAM THOUUGH TECHNOLOGY BASED ON RECOMMENDATIONS FROM A "CAPSTONE" TEAM OF GRADUATE STUDENTS FROM NEW YORK UNIVERSITY'S ROBERT F. WAGNER GRADUATE SCHOOL OF PUBLIC SERVICE. SINCE OUR LAST 3-HOUR, FREE PUBLIC AWARENESS SEMINAR IN JUNE 2018, PWDF HAS BEEN DOING RESEARCH FOR AND PLANNING OUR NEXT SEMINAR, WITH THE WORKING-TITLE OF AGING AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND SOLUTIONS. THIS SEMINAR WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT OFTEN OR MAY ONSET LATE IN LIFE SUCH AS DEMENTIA (NEURO-COGNITIVE DISORDER), PERSONALITY DISORDER, COGNITIVE DYSFUNCTION, ANXIETY, AND DEPRESSIONTO PROVIDE A ROBUST AND IMPORTANT TOPIC WITH WHICH TO EDUCATE THE COMMUNITY. PWDF IS ACTIVELY PLANNING THIS SEMINAR AND WE EXPECT TO SCHEDULE IT FOR SOME TIME IN LATE FALL 2019 THROUGH WINTER 2020. 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,IN 2018-2019, WE SUBMITTED COMMENTS ON NOTICES OF PROPOSED RULEMAKINGS TO THE SSA RELATED TO SETTING THE MANNER FOR THE APPEARANCE OF PARTIES AND WITNESSES AT A HEARING (DOCKET NO. SSA-2017-0015), AS WELL AS SSA PROPOSED RULEMAKING ON ELIMINATION OF THE EDUCATION CATEGORY "INABILITY TO COMMUNICATE IN ENGLISH" WHEN EVALUATING DISABILITY CLAIMS FOR ADULTS UNDER TITLES II AND XVI OF THE SOCIAL SECURITY ACT (DOCKET NO. SSA-2017- 0046). WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AND SUPPLEMENTAL SECURITY INCOME (SSI) AND SOCIAL SECURITY DISABILITY INSURANCE (SSDI) FOR PEOPLE WITH MENTAL AND/OR DEVELOPMENTAL DISABILITIES STATEWIDE AND LOCALLY,INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, NAMI MARIN CHAPER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. THIS YEAR, PWDF PRESENTED TWO WORKSHOPS ON SSI/SSDI FOR SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES: ONE THAT WAS AN INTRODUCTORY WORKSHOP ON CHILD'S BENEFITS AND ANOTHER ON OVERPAYMENTS, WAIVERS, AND APPEALS. PWDF ALSO RECEIVED A REQUEST FROM SAN FRANCISCO GENERAL HOSPITAL TO PROVIDE A WORKSHOP ON SOCIAL SECURITY DISABILITY TO SOME OF THEIR RESIDENTS, SO WE DEVELOPED A WORKSHOP GEARED TOWARDS MEDICAL PROVIDERS. WE ALSO PROVIDED A WORKSHOP,"CONSERVATORSHIPS (MANAGEMENT OF THE PERSON AND/OR PROPERTY) AND SOCIAL SECURITY DISABILITY REPRESENTATIVE PAYEE SERVICES" FOR PSYCHIATRIC NURSE PRACTITIONER STUDENTS AT THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO SCHOOL OF NURSING. PWDF SUBMITTED FREEDOM OF INFORMATION ACT (FOIA) REQUESTS TO THE US DEPARTMENT OF LABOR (DOL) AND DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) FOR INFORMATION RELATED TO THEIR ENFORCEMENT OF THE PAUL WELLSTONE AND PETE DOMENICI MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008 (MHPAEA) IN AUGUST 2018. THE DOL PROVIDED SOME INFORMATION, BUT HAS NOT REPLIED TO ALL OF OUR REQUESTS: WE ARE APPEALING THEIR RESPONSES AS INADEQUATE. AFTER NOT RECEIVING A RESPONSE FROM HHS FOR NEARLY 7 MONTHS, WE SENT THEM A LETTER ON MARCH 28, 2019 ABOUT THEIR LACK OF RESPONSE. IN APRIL 2019, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) ACKNOWLEDGED THE REQUEST. IN AUGUST 2019, NEARLY A YEAR TO THE DAY AFTER WE SUBMITTED THE REQUEST, CMS FREEDOM OF INFORMATION GROUP CONTACTED US TO SAY T
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IRS990/ProgSrvcAccomActy3Grp/Desc0THIS YEAR, PWDF CONTINUED OUR PILOT GRANT PROGRAM, PROVIDING FUNDS FOR OTHER ORGANIZATIONS FOR THEIR WORK IN SUPPORT OF PEOPLE WITH PSYCHIATRIC AND/OR DEVELOPMENTAL DISABILITIES. WE REVIEWED THE 12- MONTH REPORTS AND RENEWAL APPLICATIONS FOR THE FIRST SET OF GRANTEES (PHASE I FROM 2017), RENEWING GRANTS TO TWO OF THE ORIGINAL FOUR NONPROFIT ORGANIZATIONS. ONE OF THE ORIGINAL FOUR GRANTEES DID NOT USE ALL THE FUNDS BY THE END OF THE 12-MONTH GRANT PERIOD, SO RETURNED THE UNSUSED FUNDS. WE ALSO FURTHER DEVELOPED OUR GRANT-MAKING CRITERIA BASED ON THE EXPERIENCE GAINED IN THE FIRST TWO PHASES OF THIS PROGRAM.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ATTORNEY - CLIENT TRUST ACCOUNT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PWDF CONTINUES TO CONSULT WITH AND REPRESENT INDIVIDUALS WHO HAVE PSYCHIATRIC, INTELLECTUAL,AND/OR DEVELOPMENTAL DISABILITIES (P/IDD) ON CASES THAT INVOLVE SOCIAL SECURITY DISABILITY BENEFITS AND REASONABLE ACCOMMODATIONS IN EMPLOYMENT,HOUSING, EDUCATION, AND SOCIAL SECURITY DISABILITY PROGRAMS. WE PRIMARILY REPRESENT CLIENTS BEFORE THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR SSDI & SSI BENEFITS IN POST-ENTITLEMENT 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 WITH RESPECT TO DOE;DAVIS PASSED AWAY. PWDF FILED A MEDICARE (MEDICAID) COMPEDIA CASE IN FEDERAL DISTRICT COURT AGAINST THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) ON AN ISSUE OF FIRST INSTANCE. HHS IS USING AN OVERLY RESTRICTIVE DEFINITION OF AN "ACCEPTABLE MEDICAL INDICATION," PREVENTING MEDICARE (AND MEDICAID) BENEFICIARIES FROM OBTAINING COVERAGE FOR PRESCRIPTION DRUGS FOR LIFE- THREATENING AND OTHER CONDITIONS. PWDF'S INTENT IS TO HAVE BROAD IMPACT. THE CASE IS NOW IN THE U.S. COURT OF APPEALS FOR THE 9TH CIRCUIT, WHICH COVERS 11 STATES AND TERRITORIES. (BRUCE V. AZAR, ET AL. CASE NO. 19- 17565.)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PWDF CONTINUES ITS PUBLIC AWARENESS AND EDUCATION ACTIVITIES THROUGH OUTREACH EVENTS, GUEST SPEAKING, AN E-NEWSLETTER, INFORMATIONAL SEMINARS, TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS AND DISSEMINATES OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE NEARLY 50 EDUCATIONAL VIDEOS ON OUR YOUTUBE CHANNEL. IN ADDITION, WE CONTINUE TO MARKET OUR TRAINING VIDEOS FOR DISTRIBUTION. OVER THE LAST SEVERAL YEARS, WE HAVE BEEN EXPANDING OUR PUBLIC AWARENESS AND EDUCATION PROGRAM FROM A PRIMARILY LOCAL PROGRAM TO A NATIONAL PROGRAM THOUUGH TECHNOLOGY BASED ON RECOMMENDATIONS FROM A "CAPSTONE" TEAM OF GRADUATE STUDENTS FROM NEW YORK UNIVERSITY'S ROBERT F. WAGNER GRADUATE SCHOOL OF PUBLIC SERVICE. SINCE OUR LAST 3-HOUR, FREE PUBLIC AWARENESS SEMINAR IN JUNE 2018, PWDF HAS BEEN DOING RESEARCH FOR AND PLANNING OUR NEXT SEMINAR, WITH THE WORKING-TITLE OF AGING AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND SOLUTIONS. THIS SEMINAR WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT OFTEN OR MAY ONSET LATE IN LIFE SUCH AS DEMENTIA (NEURO-COGNITIVE DISORDER), PERSONALITY DISORDER, COGNITIVE DYSFUNCTION, ANXIETY, AND DEPRESSIONTO PROVIDE A ROBUST AND IMPORTANT TOPIC WITH WHICH TO EDUCATE THE COMMUNITY. PWDF IS ACTIVELY PLANNING THIS SEMINAR AND WE EXPECT TO SCHEDULE IT FOR SOME TIME IN LATE FALL 2019 THROUGH WINTER 2020. 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,IN 2018-2019, WE SUBMITTED COMMENTS ON NOTICES OF PROPOSED RULEMAKINGS TO THE SSA RELATED TO SETTING THE MANNER FOR THE APPEARANCE OF PARTIES AND WITNESSES AT A HEARING (DOCKET NO. SSA-2017-0015), AS WELL AS SSA PROPOSED RULEMAKING ON ELIMINATION OF THE EDUCATION CATEGORY "INABILITY TO COMMUNICATE IN ENGLISH" WHEN EVALUATING DISABILITY CLAIMS FOR ADULTS UNDER TITLES II AND XVI OF THE SOCIAL SECURITY ACT (DOCKET NO. SSA-2017- 0046). WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AND SUPPLEMENTAL SECURITY INCOME (SSI) AND SOCIAL SECURITY DISABILITY INSURANCE (SSDI) FOR PEOPLE WITH MENTAL AND/OR DEVELOPMENTAL DISABILITIES STATEWIDE AND LOCALLY,INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, NAMI MARIN CHAPER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. THIS YEAR, PWDF PRESENTED TWO WORKSHOPS ON SSI/SSDI FOR SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES: ONE THAT WAS AN INTRODUCTORY WORKSHOP ON CHILD'S BENEFITS AND ANOTHER ON OVERPAYMENTS, WAIVERS, AND APPEALS. PWDF ALSO RECEIVED A REQUEST FROM SAN FRANCISCO GENERAL HOSPITAL TO PROVIDE A WORKSHOP ON SOCIAL SECURITY DISABILITY TO SOME OF THEIR RESIDENTS, SO WE DEVELOPED A WORKSHOP GEARED TOWARDS MEDICAL PROVIDERS. WE ALSO PROVIDED A WORKSHOP,"CONSERVATORSHIPS (MANAGEMENT OF THE PERSON AND/OR PROPERTY) AND SOCIAL SECURITY DISABILITY REPRESENTATIVE PAYEE SERVICES" FOR PSYCHIATRIC NURSE PRACTITIONER STUDENTS AT THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO SCHOOL OF NURSING. PWDF SUBMITTED FREEDOM OF INFORMATION ACT (FOIA) REQUESTS TO THE US DEPARTMENT OF LABOR (DOL) AND DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) FOR INFORMATION RELATED TO THEIR ENFORCEMENT OF THE PAUL WELLSTONE AND PETE DOMENICI MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008 (MHPAEA) IN AUGUST 2018. THE DOL PROVIDED SOME INFORMATION, BUT HAS NOT REPLIED TO ALL OF OUR REQUESTS: WE ARE APPEALING THEIR RESPONSES AS INADEQUATE. AFTER NOT RECEIVING A RESPONSE FROM HHS FOR NEARLY 7 MONTHS, WE SENT THEM A LETTER ON MARCH 28, 2019 ABOUT THEIR LACK OF RESPONSE. IN APRIL 2019, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) ACKNOWLEDGED THE REQUEST. IN AUGUST 2019, NEARLY A YEAR TO THE DAY AFTER WE SUBMITTED THE REQUEST, CMS FREEDOM OF INFORMATION GROUP CONTACTED US TO SAY T
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEVELOPMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOME DIRECTORS 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/ExplanationTxt4PWDF 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVERY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION AND ALSO THROUGH THE OFFICE OF THE CALIFORNIA ATTORNEY GENERAL.
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01143616
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01065522
IRS990/TravelGrp/ManagementAndGeneralAmt085
IRS990/TravelGrp/ProgramServicesAmt0119
IRS990/TravelGrp/TotalAmt0204
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01132921
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01055537
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.PWDF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BRUCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04159313070
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-08

Document Assets

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Filings

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