Civic Intelligence

People with Disabilities Foundation

990 • Fiscal year 2022 • EIN 52-2228353

Jul 01, 2021 to Jun 30, 2022 • Filed on May 02, 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

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$86,811

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

91st percentile

70%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

136%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,618,755

Up $664,972 (+70%) from 2021

Net Assets

Up

$1,611,014

Up $671,004 (+71%) from 2021

Liabilities

Down

$7,741

Down $6,032 (-44%) from 2021

Revenue

Up

$1,055,409

Up $608,552 (+136%) from 2021

Expenses

Down

$384,405

Down $33,138 (-7.9%) from 2021

Net Income

Up

$671,004

Up $641,690 (+2189%) from 2021

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

2022

Assets$1,618,755
Liabilities$7,741
Net Assets$1,611,014

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

2022

Revenue$1,055,409
Expenses$384,405
Net Income$671,004
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 2, 2022
Return Version
2021v4.0
Gross Receipts
$1,055,409
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$907,955$1,554,176▲ $646,221
Cash and Non-Interest-Bearing Accounts$44,063$62,869▲ $18,806
Prepaid Expenses and Deferred Charges$1,765$1,710▼ $55
Total Assets$953,783$1,618,755▲ $664,972
Liabilities
Other Liabilities$10,000--
Accounts Payable and Accrued Expenses$3,773$7,741▲ $3,968
Total Liabilities$13,773$7,741▼ $6,032
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$940,010$1,611,014▲ $671,004
Total Net Assets Fund Balance$940,010$1,611,014▲ $671,004
Total Liabilities and Net Assets / Fund Balance$953,783$1,618,755▲ $664,972

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$7,166$7,166
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Steven BrucePresidentFT$86,811$86,811
April BanerjeeExecutive DiPT$35,474$35,474

Board Members and Trustees

NameTitle
Harry SaubermanBoard Direct
Martin SchulmanBoard Direct
Janet EspeySecretary
Martin LevineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,025,239
Program Service Revenue
$29,657
Investment Income
$513
Other Revenue
$0
All Other Contributions
$1,025,239
Change in Net Assets
$671,004

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 Traded3$274,337
Total Noncash Contributions3$274,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$248,069
Other Expenses$78,836
Grants and Similar Amounts Paid$57,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$111,680$10,605-$122,285
Other Salaries and Wages$87,494$7,547-$95,041
Grants to Domestic Orgs$57,500--$57,500
Occupancy$45,793$2,410-$48,203
Payroll Taxes$20,848$712-$21,560
Other Employee Benefits$8,729$454-$9,183
Fees for Services Accounting$1,697$7,348-$9,045
Insurance$4,069$141-$4,210
Depreciation Depletion$2,770$146-$2,916
Office Expenses$2,053$773-$2,826
Information Technology$1,861$201-$2,062
Conferences and Meetings$129$407-$536
Other Expenses$292$6-$292
All Other Expenses$-278$115-$-163
Fees for Services Other$780$-3,400-$-2,620
Total Functional Expenses$355,896$28,509$0$384,405
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Laurel HouseStamford, CT501c3See Part Iii 4c$12,500
Arc of the United StatesWashington Dc, DC501c3See Part Iii 4c$10,000
Memphis Jewish Community CenterMemphis, TN501c3See Part Iii 4c$10,000
Penn Elks Major ProjectsSomerset, PA501c3See Part Iii 4c$10,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
2022-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Bruce
Formed
2000
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
8

Preparer

Firm
Tiret Company Cpas
Address
395 OYSTER POINT BLVD STE 400, SOUTH SAN FRANCISCO, CA 94080
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 entitlement/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 increased somewhat as pandemic restrictins were 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 and 3:09-cv-980 (n.d. Cal. 2012).) 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. Previously we contacted the u.s. Attorney's office to comply before we went back to court. We are now preparing to file a fourth sec. 504 complaint against the ssa in a case where plaintiff's ssi checks were held up for 2 years based on an ssa false accusation that plaintiff had 1 million of real estate. Plaintiff has schizophenia, described as acute, for which he was hospitalized four times during the ssi application process. We are now at the co-counsel agreement stage. This case can take a few years. Pwdf is representing a client with psychiatric impairments against the ssa on several issues important to disability rights. One issue is that the ssa used the client's refusal to take psychotropic drugs to support their conclusion that the client was not disabled. The right to refuse medication is an important civil right. A federal judge agreed with pwdf that the ssa incorrectly discounted client's testimony about her symptoms because she refused to take psyhotropic drugs without considering her reasons for not taking the medications. The ssa also incorrectly (and unfairly) applied a part of the social security act that evaluates exertional criteria, i.e., lifting and carrying, when it assessed client's non-exertional impairments, i.e., major depressive disorder. In other words, the ssa ignored her psychiatric impairments by stating that her exertional abilities allow her to work.pwdf won a remand in federal district court to have the ssa rehear this client's disability claim as to the first legal error, refusing to take psychotropic medication, using a "clear and convincing"standard. M.f. V. Kijakazi, acting comm'r soc. Sec. Admin., case 3:20-cv-08742 (n.d. Cal. Nov. 11, 2021). Pwdf is representing the client in the new hearing on august 18, 2022. We finally got a new judge after the same one refused to recuse.

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. 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. Pwdf continues to provide links to our education/public awareness videos. Recently a request from a u of penn professor requested: "hhp://www.pwdf.org/online-workshop-disability-discrimination-lawsuits- ensuring-equal-access-to-advocacy-for-clients-with-mental-andor- developmental-disabilities/.

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

OTHER

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IRS990/ActivityOrMissionDesc0PROVIDE 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/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 ENTITLEMENT/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 INCREASED SOMEWHAT AS PANDEMIC RESTRICTINS WERE 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 AND 3:09-CV-980 (N.D. CAL. 2012).) 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. PREVIOUSLY WE CONTACTED THE U.S. ATTORNEY'S OFFICE TO COMPLY BEFORE WE WENT BACK TO COURT. WE ARE NOW PREPARING TO FILE A FOURTH SEC. 504 COMPLAINT AGAINST THE SSA IN A CASE WHERE PLAINTIFF'S SSI CHECKS WERE HELD UP FOR 2 YEARS BASED ON AN SSA FALSE ACCUSATION THAT PLAINTIFF HAD 1 MILLION OF REAL ESTATE. PLAINTIFF HAS SCHIZOPHENIA, DESCRIBED AS ACUTE, FOR WHICH HE WAS HOSPITALIZED FOUR TIMES DURING THE SSI APPLICATION PROCESS. WE ARE NOW AT THE CO-COUNSEL AGREEMENT STAGE. THIS CASE CAN TAKE A FEW YEARS. PWDF IS REPRESENTING A CLIENT WITH PSYCHIATRIC IMPAIRMENTS AGAINST THE SSA ON SEVERAL ISSUES IMPORTANT TO DISABILITY RIGHTS. ONE ISSUE IS THAT THE SSA USED THE CLIENT'S REFUSAL TO TAKE PSYCHOTROPIC DRUGS TO SUPPORT THEIR CONCLUSION THAT THE CLIENT WAS NOT DISABLED. THE RIGHT TO REFUSE MEDICATION IS AN IMPORTANT CIVIL RIGHT. A FEDERAL JUDGE AGREED WITH PWDF THAT THE SSA INCORRECTLY DISCOUNTED CLIENT'S TESTIMONY ABOUT HER SYMPTOMS BECAUSE SHE REFUSED TO TAKE PSYHOTROPIC DRUGS WITHOUT CONSIDERING HER REASONS FOR NOT TAKING THE MEDICATIONS. THE SSA ALSO INCORRECTLY (AND UNFAIRLY) APPLIED A PART OF THE SOCIAL SECURITY ACT THAT EVALUATES EXERTIONAL CRITERIA, I.E., LIFTING AND CARRYING, WHEN IT ASSESSED CLIENT'S NON-EXERTIONAL IMPAIRMENTS, I.E., MAJOR DEPRESSIVE DISORDER. IN OTHER WORDS, THE SSA IGNORED HER PSYCHIATRIC IMPAIRMENTS BY STATING THAT HER EXERTIONAL ABILITIES ALLOW HER TO WORK.PWDF WON A REMAND IN FEDERAL DISTRICT COURT TO HAVE THE SSA REHEAR THIS CLIENT'S DISABILITY CLAIM AS TO THE FIRST LEGAL ERROR, REFUSING TO TAKE PSYCHOTROPIC MEDICATION, USING A "CLEAR AND CONVINCING"STANDARD. M.F. V. KIJAKAZI, ACTING COMM'R SOC. SEC. ADMIN., CASE 3:20-CV-08742 (N.D. CAL. NOV. 11, 2021). PWDF IS REPRESENTING THE CLIENT IN THE NEW HEARING ON AUGUST 18, 2022. WE FINALLY GOT A NEW JUDGE AFTER THE SAME ONE REFUSED TO RECUSE.
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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. 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. PWDF CONTINUES TO PROVIDE LINKS TO OUR EDUCATION/PUBLIC AWARENESS VIDEOS. RECENTLY A REQUEST FROM A U OF PENN PROFESSOR REQUESTED: "HHP://WWW.PWDF.ORG/ONLINE-WORKSHOP-DISABILITY-DISCRIMINATION-LAWSUITS- ENSURING-EQUAL-ACCESS-TO-ADVOCACY-FOR-CLIENTS-WITH-MENTAL-ANDOR- DEVELOPMENTAL-DISABILITIES/.
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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 2020 GRANTEES AND OFFERED A NEW GRANT ROUND. WE RENEWED GRANTS TO SEVEN PROGRAMS, INCLUDING ONE THAT HAD BEEN POSTPONED DUE TO THE PANDEMIC, AND ADDED TWO NEW PROGRAMS, FOR A TOTAL OF NINE GRANT AWARDS IN THIS PERIOD.
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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 ENTITLEMENT/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 INCREASED SOMEWHAT AS PANDEMIC RESTRICTINS WERE 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 AND 3:09-CV-980 (N.D. CAL. 2012).) 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. PREVIOUSLY WE CONTACTED THE U.S. ATTORNEY'S OFFICE TO COMPLY BEFORE WE WENT BACK TO COURT. WE ARE NOW PREPARING TO FILE A FOURTH SEC. 504 COMPLAINT AGAINST THE SSA IN A CASE WHERE PLAINTIFF'S SSI CHECKS WERE HELD UP FOR 2 YEARS BASED ON AN SSA FALSE ACCUSATION THAT PLAINTIFF HAD 1 MILLION OF REAL ESTATE. PLAINTIFF HAS SCHIZOPHENIA, DESCRIBED AS ACUTE, FOR WHICH HE WAS HOSPITALIZED FOUR TIMES DURING THE SSI APPLICATION PROCESS. WE ARE NOW AT THE CO-COUNSEL AGREEMENT STAGE. THIS CASE CAN TAKE A FEW YEARS. PWDF IS REPRESENTING A CLIENT WITH PSYCHIATRIC IMPAIRMENTS AGAINST THE SSA ON SEVERAL ISSUES IMPORTANT TO DISABILITY RIGHTS. ONE ISSUE IS THAT THE SSA USED THE CLIENT'S REFUSAL TO TAKE PSYCHOTROPIC DRUGS TO SUPPORT THEIR CONCLUSION THAT THE CLIENT WAS NOT DISABLED. THE RIGHT TO REFUSE MEDICATION IS AN IMPORTANT CIVIL RIGHT. A FEDERAL JUDGE AGREED WITH PWDF THAT THE SSA INCORRECTLY DISCOUNTED CLIENT'S TESTIMONY ABOUT HER SYMPTOMS BECAUSE SHE REFUSED TO TAKE PSYHOTROPIC DRUGS WITHOUT CONSIDERING HER REASONS FOR NOT TAKING THE MEDICATIONS. THE SSA ALSO INCORRECTLY (AND UNFAIRLY) APPLIED A PART OF THE SOCIAL SECURITY ACT THAT EVALUATES EXERTIONAL CRITERIA, I.E., LIFTING AND CARRYING, WHEN IT ASSESSED CLIENT'S NON-EXERTIONAL IMPAIRMENTS, I.E., MAJOR DEPRESSIVE DISORDER. IN OTHER WORDS, THE SSA IGNORED HER PSYCHIATRIC IMPAIRMENTS BY STATING THAT HER EXERTIONAL ABILITIES ALLOW HER TO WORK.PWDF WON A REMAND IN FEDERAL DISTRICT COURT TO HAVE THE SSA REHEAR THIS CLIENT'S DISABILITY CLAIM AS TO THE FIRST LEGAL ERROR, REFUSING TO TAKE PSYCHOTROPIC MEDICATION, USING A "CLEAR AND CONVINCING"STANDARD. M.F. V. KIJAKAZI, ACTING COMM'R SOC. SEC. ADMIN., CASE 3:20-CV-08742 (N.D. CAL. NOV. 11, 2021). PWDF IS REPRESENTING THE CLIENT IN THE NEW HEARING ON AUGUST 18, 2022. WE FINALLY GOT A NEW JUDGE AFTER THE SAME ONE REFUSED TO RECUSE.
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. 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. PWDF CONTINUES TO PROVIDE LINKS TO OUR EDUCATION/PUBLIC AWARENESS VIDEOS. RECENTLY A REQUEST FROM A U OF PENN PROFESSOR REQUESTED: "HHP://WWW.PWDF.ORG/ONLINE-WORKSHOP-DISABILITY-DISCRIMINATION-LAWSUITS- ENSURING-EQUAL-ACCESS-TO-ADVOCACY-FOR-CLIENTS-WITH-MENTAL-ANDOR- DEVELOPMENTAL-DISABILITIES/.
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.
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IRS990/TotalProgramServiceRevenueAmt029657
IRS990/TotalReportableCompFromOrgAmt0122285
IRS990/TotalRevenueGrp/ExclusionAmt0513
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01055409
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0953783
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01618755
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PWDF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BRUCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04159313070
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEOPLE WITH DISABILITIES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PEOP
ReturnHeader/Filer/EIN0522228353
ReturnHeader/Filer/PhoneNum04159313070

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