Civic Intelligence

People with Disabilities Foundation

990 • Fiscal year 2021 • EIN 52-2228353

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 16, 2022

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

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.03x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

40th percentile

6.6%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$80,620

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

38th percentile

3.6%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

47%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$953,783

Up $33,375 (+3.6%) from 2020

Net Assets

Up

$940,010

Up $29,314 (+3.2%) from 2020

Liabilities

Up

$13,773

Up $4,061 (+42%) from 2020

Revenue

Up

$446,857

Up $143,115 (+47%) from 2020

Expenses

Down

$417,543

Down $31,373 (-7.0%) from 2020

Net Income

Up

$29,314

Up $174,488 (+120%) from 2020

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

2021

Assets$953,783
Liabilities$13,773
Net Assets$940,010

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

2021

Revenue$446,857
Expenses$417,543
Net Income$29,314
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 16, 2022
Return Version
2020v4.0
Gross Receipts
$446,857
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$860,288$907,955▲ $47,667
Cash and Non-Interest-Bearing Accounts$57,986$44,063▼ $13,923
Prepaid Expenses and Deferred Charges$2,134$1,765▼ $369
Total Assets$920,408$953,783▲ $33,375
Liabilities
Other Liabilities$8,750$10,000▲ $1,250
Accounts Payable and Accrued Expenses$592$3,773▲ $3,181
Escrow Account Liability$370--
Total Liabilities$9,712$13,773▲ $4,061
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$910,696$940,010▲ $29,314
Total Net Assets Fund Balance$910,696$940,010▲ $29,314
Total Liabilities and Net Assets / Fund Balance$920,408$953,783▲ $33,375

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseTotal
April BanerjeeExecutive DiFT$80,620$80,620
Steven BrucePresidentFT$77,292$77,292

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$413,226
Program Service Revenue
$33,430
Investment Income
$201
Other Revenue
$0
All Other Contributions
$413,226
Change in Net Assets
$29,314

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 Amount
Securities Publicly Traded1$212,466
Total Noncash Contributions1$212,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$253,792
Other Expenses$97,065
Grants and Similar Amounts Paid$66,686
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$135,089$22,824-$157,913
Grants to Domestic Orgs$66,686--$66,686
Other Salaries and Wages$64,107$35-$64,142
Occupancy$45,793$2,410-$48,203
Payroll Taxes$18,434$1,720-$20,154
Fees for Services Accounting$5,590$7,422-$13,012
Other Employee Benefits$9,197$2,386-$11,583
Insurance$4,695$3,461-$8,156
Fees for Services Other$40$6,822-$6,862
Office Expenses$2,365$731-$3,096
Information Technology$2,105$163-$2,268
All Other Expenses$1,204$114-$1,318
Other Expenses$1,021$80-$1,101
Conferences and Meetings$185$172-$357
Travel$223--$223
Total Functional Expenses$368,932$48,611$0$417,543
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Laurel HouseStamford, CT501c3See Part Iii 4c$15,000
Arc of the United StatesWashington Dc, DC501c3See Part Iii 4c$10,000
Institute of Urban LivingWashington, DC501c3See Part Iii 4c$10,000
Penn Elks Major ProjectsSomerset, PA501c3-$10,000
The Arc of the GladesBelle Glade, FL501c3See Part Iii 4c$10,000
Farmsteads of New EnglandHillsborough, NH501c3See Part Iii 4c$8,500
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$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

Half of the members of the board of directors have 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 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/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 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
2022-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Bruce
Formed
2000
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
10

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

Advocacy program: 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, employment, and housing benefits including with reasonable accommodations issues. We primarily represent clients before the social security administration (ssa) for social security disability insurance (ssdi) and supplemental security income (ssi) benefits,including in post-entitlement and post eligibility for benefits. We have clinics for beneficiaries of ssdi and/or ssi who have issues due to ssdi work reviews and ssi redeterminations based on income and/or resources, and resulting overpayments in either or both programs. This work continued throughout the covid-19 pandemic,but at reduced operations (50%); operations are expected to increase as pandemic restrictins are lifed. 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 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. This fiscal year,(in 11/2020), pwdf filed a petition for a writ of certiorari with the u.s. Supreme court against the u.s. Department of health and human services (hhs) and two insurance companies who denied beneficiary medicare part d coverage for a medication used to treat wasting syndrome as a symptom of lipodystrophy because claimant does not have another unrelated disease (hiv). Hhs also failed to provide access to the medicare compendia used as a basis for the denials. Pwdf believes that denying coverage under these conditions discriminates against the beneficiary based on disability (non- hiv lipodystrophy) and violates beneficiary's constitutional due process rights by basing the decision on an irrational basis. The petition for the writ was denied, as are most.

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

Education program: in-person activities ceased in march 2020 due to the coronavirus stay-at-home orders, so pwdf's public education activities continued at a reduced level, although they are expected to resume as state and county health orders allow. Gererally, program activities include outreach events,guest speaking, a quarterly e-newsletter, informational seminars,training sessions and a youtube channel, which hosts and disseminates our seminar and other videos. To-date, we have videos of nearly 20 3-hour educational seminars 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. Pwdf has done research and planning for our next free public awareness seminar, with the working-title of "older adults and mental health issues: diagnosis, treatment, and related awareness issues." this seminar will address psychiatric issues related to aging, including those that often or may onset late-in life such as dementia (now per dsm 5, "neuro-cognitive disorder),personality disorder, cognitive dysfunction, anxiety, and depressionto provide a robust and important topic with which to educate the community. 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 p/idd, because this population is too often underrepresented and stigmatized. In fiscal year 2020-21, we submitted comments to u.s. Senators feinstein, hassan, brown, and casey and u.s. Representative dingell on the draft home and community based services act. We provide training on the americans with disabilities act (ada) as well as (ssdi) and ssi with a focus on how the rules affect people with p/idd. We provide these trainings statewide and locally, including for organizations such as nami california, nami san francisco chapter, nami marin chapter, the bar association of san francisco, and support for families of children with disabilities, among others. We did not provide these trainings during the pandemic because of our reduced program operations but expect to resum.

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

OTHER

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IRS990/Desc0ADVOCACY PROGRAM: 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, EMPLOYMENT, AND HOUSING BENEFITS INCLUDING WITH REASONABLE ACCOMMODATIONS ISSUES. WE PRIMARILY REPRESENT CLIENTS BEFORE THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR SOCIAL SECURITY DISABILITY INSURANCE (SSDI) AND SUPPLEMENTAL SECURITY INCOME (SSI) BENEFITS,INCLUDING IN POST-ENTITLEMENT AND POST ELIGIBILITY FOR BENEFITS. WE HAVE CLINICS FOR BENEFICIARIES OF SSDI AND/OR SSI WHO HAVE ISSUES DUE TO SSDI WORK REVIEWS AND SSI REDETERMINATIONS BASED ON INCOME AND/OR RESOURCES, AND RESULTING OVERPAYMENTS IN EITHER OR BOTH PROGRAMS. THIS WORK CONTINUED THROUGHOUT THE COVID-19 PANDEMIC,BUT AT REDUCED OPERATIONS (50%); OPERATIONS ARE EXPECTED TO INCREASE AS PANDEMIC RESTRICTINS ARE LIFED. 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 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. THIS FISCAL YEAR,(IN 11/2020), PWDF FILED A PETITION FOR A WRIT OF CERTIORARI WITH THE U.S. SUPREME COURT AGAINST THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND TWO INSURANCE COMPANIES WHO DENIED BENEFICIARY MEDICARE PART D COVERAGE FOR A MEDICATION USED TO TREAT WASTING SYNDROME AS A SYMPTOM OF LIPODYSTROPHY BECAUSE CLAIMANT DOES NOT HAVE ANOTHER UNRELATED DISEASE (HIV). HHS ALSO FAILED TO PROVIDE ACCESS TO THE MEDICARE COMPENDIA USED AS A BASIS FOR THE DENIALS. PWDF BELIEVES THAT DENYING COVERAGE UNDER THESE CONDITIONS DISCRIMINATES AGAINST THE BENEFICIARY BASED ON DISABILITY (NON- HIV LIPODYSTROPHY) AND VIOLATES BENEFICIARY'S CONSTITUTIONAL DUE PROCESS RIGHTS BY BASING THE DECISION ON AN IRRATIONAL BASIS. THE PETITION FOR THE WRIT WAS DENIED, AS ARE MOST.
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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/Desc0EDUCATION PROGRAM: IN-PERSON ACTIVITIES CEASED IN MARCH 2020 DUE TO THE CORONAVIRUS STAY-AT-HOME ORDERS, SO PWDF'S PUBLIC EDUCATION ACTIVITIES CONTINUED AT A REDUCED LEVEL, ALTHOUGH THEY ARE EXPECTED TO RESUME AS STATE AND COUNTY HEALTH ORDERS ALLOW. GERERALLY, PROGRAM ACTIVITIES INCLUDE OUTREACH EVENTS,GUEST SPEAKING, A QUARTERLY E-NEWSLETTER, INFORMATIONAL SEMINARS,TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS AND DISSEMINATES OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE VIDEOS OF NEARLY 20 3-HOUR EDUCATIONAL SEMINARS 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. PWDF HAS DONE RESEARCH AND PLANNING FOR OUR NEXT FREE PUBLIC AWARENESS SEMINAR, WITH THE WORKING-TITLE OF "OLDER ADULTS AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND RELATED AWARENESS ISSUES." THIS SEMINAR WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT OFTEN OR MAY ONSET LATE-IN LIFE SUCH AS DEMENTIA (NOW PER DSM 5, "NEURO-COGNITIVE DISORDER),PERSONALITY DISORDER, COGNITIVE DYSFUNCTION, ANXIETY, AND DEPRESSIONTO PROVIDE A ROBUST AND IMPORTANT TOPIC WITH WHICH TO EDUCATE THE COMMUNITY. 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 P/IDD, BECAUSE THIS POPULATION IS TOO OFTEN UNDERREPRESENTED AND STIGMATIZED. IN FISCAL YEAR 2020-21, WE SUBMITTED COMMENTS TO U.S. SENATORS FEINSTEIN, HASSAN, BROWN, AND CASEY AND U.S. REPRESENTATIVE DINGELL ON THE DRAFT HOME AND COMMUNITY BASED SERVICES ACT. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AS WELL AS (SSDI) AND SSI WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH P/IDD. WE PROVIDE THESE TRAININGS STATEWIDE AND LOCALLY, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, NAMI MARIN CHAPTER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. WE DID NOT PROVIDE THESE TRAININGS DURING THE PANDEMIC BECAUSE OF OUR REDUCED PROGRAM OPERATIONS BUT EXPECT TO RESUM.
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IRS990/ProgSrvcAccomActy3Grp/Desc0GRANT PROGRAM: PWDF CONTINUED OUR PILOT GRANT PROGRAM, PROVIDING FUNDS FOR OTHER ORGANIZATIONS FOR THEIR WORK IN SUPPORT OF PEOPLE WITH P/IDD. IN FY 2020-21, WE REVIEWED THE 12-MONTH REPORTS AND RENEWAL APPLICATIONS FOR THE 2019 GRANTEES AND OFFERED A NEW GRANT ROUND. WE RENEWED GRANTS TO FOUR NEW PROGRAMS,FOR A TOTAL OF EIGHT GRANTS IN THIS PERIOD. A PROGRAM WE FUNDED IN FY 2019-20 WAS POSTPONED, IN PART, DURING THE PANDEMIC, SO WE EXTENDED THE GRANT PERIOD.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART III 4C
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SEE PART III 4C
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SEE PART III 4C
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SEE PART III 4C
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARC OF THE UNITED STATES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INSTITUTE OF URBAN LIVING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LAUREL HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE ARC OF THE GLADES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FARMSTEADS OF NEW ENGLAND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5PENN ELKS MAJOR PROJECTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVOCACY PROGRAM: 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, EMPLOYMENT, AND HOUSING BENEFITS INCLUDING WITH REASONABLE ACCOMMODATIONS ISSUES. WE PRIMARILY REPRESENT CLIENTS BEFORE THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR SOCIAL SECURITY DISABILITY INSURANCE (SSDI) AND SUPPLEMENTAL SECURITY INCOME (SSI) BENEFITS,INCLUDING IN POST-ENTITLEMENT AND POST ELIGIBILITY FOR BENEFITS. WE HAVE CLINICS FOR BENEFICIARIES OF SSDI AND/OR SSI WHO HAVE ISSUES DUE TO SSDI WORK REVIEWS AND SSI REDETERMINATIONS BASED ON INCOME AND/OR RESOURCES, AND RESULTING OVERPAYMENTS IN EITHER OR BOTH PROGRAMS. THIS WORK CONTINUED THROUGHOUT THE COVID-19 PANDEMIC,BUT AT REDUCED OPERATIONS (50%); OPERATIONS ARE EXPECTED TO INCREASE AS PANDEMIC RESTRICTINS ARE LIFED. 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 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. THIS FISCAL YEAR,(IN 11/2020), PWDF FILED A PETITION FOR A WRIT OF CERTIORARI WITH THE U.S. SUPREME COURT AGAINST THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND TWO INSURANCE COMPANIES WHO DENIED BENEFICIARY MEDICARE PART D COVERAGE FOR A MEDICATION USED TO TREAT WASTING SYNDROME AS A SYMPTOM OF LIPODYSTROPHY BECAUSE CLAIMANT DOES NOT HAVE ANOTHER UNRELATED DISEASE (HIV). HHS ALSO FAILED TO PROVIDE ACCESS TO THE MEDICARE COMPENDIA USED AS A BASIS FOR THE DENIALS. PWDF BELIEVES THAT DENYING COVERAGE UNDER THESE CONDITIONS DISCRIMINATES AGAINST THE BENEFICIARY BASED ON DISABILITY (NON- HIV LIPODYSTROPHY) AND VIOLATES BENEFICIARY'S CONSTITUTIONAL DUE PROCESS RIGHTS BY BASING THE DECISION ON AN IRRATIONAL BASIS. THE PETITION FOR THE WRIT WAS DENIED, AS ARE MOST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATION PROGRAM: IN-PERSON ACTIVITIES CEASED IN MARCH 2020 DUE TO THE CORONAVIRUS STAY-AT-HOME ORDERS, SO PWDF'S PUBLIC EDUCATION ACTIVITIES CONTINUED AT A REDUCED LEVEL, ALTHOUGH THEY ARE EXPECTED TO RESUME AS STATE AND COUNTY HEALTH ORDERS ALLOW. GERERALLY, PROGRAM ACTIVITIES INCLUDE OUTREACH EVENTS,GUEST SPEAKING, A QUARTERLY E-NEWSLETTER, INFORMATIONAL SEMINARS,TRAINING SESSIONS AND A YOUTUBE CHANNEL, WHICH HOSTS AND DISSEMINATES OUR SEMINAR AND OTHER VIDEOS. TO-DATE, WE HAVE VIDEOS OF NEARLY 20 3-HOUR EDUCATIONAL SEMINARS 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. PWDF HAS DONE RESEARCH AND PLANNING FOR OUR NEXT FREE PUBLIC AWARENESS SEMINAR, WITH THE WORKING-TITLE OF "OLDER ADULTS AND MENTAL HEALTH ISSUES: DIAGNOSIS, TREATMENT, AND RELATED AWARENESS ISSUES." THIS SEMINAR WILL ADDRESS PSYCHIATRIC ISSUES RELATED TO AGING, INCLUDING THOSE THAT OFTEN OR MAY ONSET LATE-IN LIFE SUCH AS DEMENTIA (NOW PER DSM 5, "NEURO-COGNITIVE DISORDER),PERSONALITY DISORDER, COGNITIVE DYSFUNCTION, ANXIETY, AND DEPRESSIONTO PROVIDE A ROBUST AND IMPORTANT TOPIC WITH WHICH TO EDUCATE THE COMMUNITY. 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 P/IDD, BECAUSE THIS POPULATION IS TOO OFTEN UNDERREPRESENTED AND STIGMATIZED. IN FISCAL YEAR 2020-21, WE SUBMITTED COMMENTS TO U.S. SENATORS FEINSTEIN, HASSAN, BROWN, AND CASEY AND U.S. REPRESENTATIVE DINGELL ON THE DRAFT HOME AND COMMUNITY BASED SERVICES ACT. WE PROVIDE TRAINING ON THE AMERICANS WITH DISABILITIES ACT (ADA) AS WELL AS (SSDI) AND SSI WITH A FOCUS ON HOW THE RULES AFFECT PEOPLE WITH P/IDD. WE PROVIDE THESE TRAININGS STATEWIDE AND LOCALLY, INCLUDING FOR ORGANIZATIONS SUCH AS NAMI CALIFORNIA, NAMI SAN FRANCISCO CHAPTER, NAMI MARIN CHAPTER, THE BAR ASSOCIATION OF SAN FRANCISCO, AND SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES, AMONG OTHERS. WE DID NOT PROVIDE THESE TRAININGS DURING THE PANDEMIC BECAUSE OF OUR REDUCED PROGRAM OPERATIONS BUT EXPECT TO RESUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HALF OF THE MEMBERS OF THE BOARD OF DIRECTORS HAVE 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.
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/OR REGIONAL SALARY DATA FROM GUIDESTAR OR SIMILAR 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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