2024-05-15T07:57:24-05:00 2023-06-30 571157523 APRIO LLP 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2022-07-01 943023551 PROJECT OPEN HAND PROJ 4154472300 730 POLK STREET SAN FRANCISCO CA 94109 PAUL HEPFER CEO 4154472300 2024-05-14 1 PAUL HEPFER 999009999 1 TRACY TEALE P01290862 4157774488 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL HEPFER 730 POLK STREET SAN FRANCISCO CA 94109 19872906 0 X HTTPS://WWW.OPENHAND.ORG/ X 1986 CA PROJECT OPEN HAND'S MISSION IS TO IMPROVE HEALTH OUTCOMES AND QUALITY OF LIFE BY PROVIDING NUTRITIOUS MEALS TO THE SICK AND VULNERABLE, CARING FOR AND EDUCATING OUR COMMUNITY. MEALS ARE MEDICALLY TAILORED TO ADDRESS THE NEEDS OF OLDER ADULTS, PEOPLE LIVING WITH CHRONIC DISEASE AND VULNERABLE COMMUNITIES EXPERIENCING FOOD AND NUTRITION INSECURITY. OUR MEDICALLY TAILORED MEAL INTERVENTION INCLUDES MEALS THAT ARE CATERED TO ADDRESSS SPECIFIC DIETARY NEEDS PAIRED WITH EDUCATION PROVIDED ONE ON ONE OR IN A CLASSROOM SETTING BY REGISTERED DIETITIANS. 15 15 167 3202 0 0 12735032 13679737 7720199 4246489 24488 18834 676455 617014 21156174 18562074 1969362 3619783 0 0 8732521 9889991 0 0 1322252 8929088 4096122 19630971 17605896 1525203 956178 13022968 13033839 3299227 2120869 9723741 10912970 X PROJECT OPEN HAND'S MISSION IS TO IMPROVE HEALTH OUTCOMES AND QUALITY OF LIFE BY PROVIDING NUTRITIOUS MEALS TO THE SICK AND VULNERABLE, CARING FOR AND EDUCATING OUR COMMUNITY. 0 0 6132086 2304890 4246489 THROUGH THE PROJECT OPEN HAND COMMUNITY NUTRITION PROGRAM, OLDER ADULTS (60+ YEARS) AND ADULTS WITH DISABILITIES (18-59 YEARS) CAN ENJOY A NUTRITIOUS MEAL AT VARIOUS CONGREGATE SITES AND COMMUNITY CENTERS LOCATED ACROSS SAN FRANCSICO DAILY--365 DAYS A YEAR. NOT ONLY DO OLDER ADULTS AND ADULTS WITH DISABILITIES RECEIVE A HIGHLY NUTRITIOUS MEAL BUT CLIENTS THAT VISIT OUR CONGREGATE SITES EXPERIENCE DECREASED RISKS OF ISOLATION AND LONELINESS AND ENJOY THE POSITIVE EFFECTS OF SOCIAL INTEGRATION AND IMPROVED QUALITY OF LIFE. AS THE LARGEST CONGREGATE MEAL PROVIDER FOR THESE POPULATIONS IN SAN FRANCISCO, PROJECT OPEN HAND MADE CHANGES AND ADJUSTMENTS TO RESPOND TO THE COVID-19 PANDEMIC TO ENSURE CLIENTS WERE STILL RECEIVING NECESSARILY NUTRITIONAL RESOURCES WHILE ALSO BEING SAFE AND SHELTERING IN PLACE AS HIGH RISK POPULATIONS. SERVICES WERE UNINTERRUPTED BUT CHANGED TO A MODEL THAT FOCUSED PRIMARILY ON ADDRESSING FOOD INSECURITY FOR HIGHLY VULNERABLE POPULATIONS. INCREASED DEMAND WAS MET THROUGH A SAFE TAKEAWAY MODEL. SINCE THEN WE HAVE REOPENED ALL OF OUR SITES FOR CONGREGATE MEALS WHILE ALSO MAINTAINING A TAKEAWAY MODEL FOR INDIVIDUALS THAT ARE HIGH-RISK POPULATIONS OR THAT ARE NOT READY TO DINE IN SOCIAL SETTINGS. 3514808 826273 PROJECT OPEN HAND'S WELLNESS PROGRAM OFFERS MEDICALLY-TAILORED NUTRITION INTERVENTIONS TO SUPPORT INDIVIDUALS LIVING WITH CHRONIC DISEASES. OUR INTERVENTIONS ARE COMPRISED OF NUTRIENT-RICH MEALS AND/OR FRESH GROCERIES PAIRED WITH NUTRITION ASSESSMENT, COUNSELING AND EDUCATION WITH OUR TEAM OF REGISTERED DIETITIANS. CLIENTS CAN SHOP FOR FRESH, HEALTHY GROCERIES AT OUR TWO GROCERY CENTERS LOCATED IN SAN FRANCISCO, ALAMEDA COUNTY AND CONTRA COSTA COUNTY OR VIA DELIVERY BY POH'S DISTRIBUTION TEAM. IN JANUARY 2022, PROJECT OPEN HAND BEGAN PROVIDING ITS MEDICALLY-TAILORED NUTRITION INTERVENTIONS TO MEDI-CAL MEMBERS THROUGH THE EXPANSION OF DHCS COMMUNITY SUPPORTS CONTRACTS. SINCE THEN, PROJECT OPEN HAND HAS BEEN WORKING WITH FOUR MANAGED CARE PLANS ACROSS SF, AC AND CC COUNTIES AND CONTINUES TO EXPAND THIS SERVICE. 5805800 488620 POH IS THE FISCAL SPONSOR OF THE CA FOOD IS MEDICINE COALITION (CALFIMC). CALFIMC ADVOCATED WITH CA MEMBERS OF CONGRESS FOR BIPARTISAN FEDERAL LEGISLATION TO FUND A MEDICALLY TAILORED MEAL INTERVENTION PILOT IN 10 STATES IN ORIGINAL MEDICARE, TO PROTECT AND FUND THE FEDERAL SUPPLEMENTAL ASSISTANCE PROGRAM, AND FOR FUNDING ALLOCATIONS FOR MEDICALLY TAILORED MEALS VIA THE BUDGET APPROPRIATIONS. ADVOCATED FOR STATE LEGISLATION TO MAKE MEDICALLY TAILORED MEAL INTERVENTIONS A COVERED BENEFIT IN MEDICAID IN CA POST IN LIEU OF SERVICES WAIVER. CONTRIBUTED TO THE NATIONAL FOOD IS MEDICINE COALITION COMMITTEE ACTIVITIES (POLICY, RESEARCH, CLINICAL), PROVIDING INPUT ON PUBLIC COMMENT AND REQUESTS FOR INFORMATION. CALFIMC HAS SUPPORTED ALL COALITION MEMBERS IN ADVANCING AND UPDATING THE VALUE PROPOSITIONS FOR SERVICES WITH PRIVATE HEALTH PLANS, INCREASING THE NUMBER OF PROVIDER AGREEMENTS WITH MEDICAL MANAGED CARE PLANS IN CA MEDICAID. PROVIDED RECOMMENDATIONS TO CA DEPARTMENT OF HEALTH CARE SERVICES TO IMPROVE QUALITY, ACCESS, OPERATIONS, AND OVERSIGHT OF MEDICALLY SUPPORTIVE FOOD AND NUTRITION SERVICES IN CALAIM COMMUNITY SUPPORTS. 15452694 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 37 0 1 167 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DARIN RAFFAELLI 4154472456 730 POLK STREET SAN FRANCISCO CA 94109 RUTH YANKOUPE BOARD CHAIR 1.00 X X 0 0 0 ANDREW CHANG FINANCE CHAIR 1.00 X X 0 0 0 ADITYA WAKANKAR SECRETARY 1.00 X X 0 0 0 VISHWA CHANDRA BOARD MEMBER 1.00 X 0 0 0 JENNIFER WIEMAN PETRAGLIA BOARD MEMBER 1.00 X 0 0 0 DR PRESTON MARING MD BOARD MEMBER 1.00 X 0 0 0 THERESA NG CHANG BOARD MEMBER 1.00 X 0 0 0 ANDREA WILKINSON BOARD MEMBER 1.00 X 0 0 0 JENNIFER DRIMMER-ROKOVICH BOARD MEMBER 1.00 X 0 0 0 RICHARD LONG BOARD MEMBER 1.00 X 0 0 0 ARTHUR WOOD BOARD MEMBER 1.00 X 0 0 0 SUSANNA HOLT BOARD MEMBER 1.00 X 0 0 0 JASON WEI BOARD MEMBER 1.00 X 0 0 0 MIKE HENRY BOARD MEMBER 1.00 X 0 0 0 ARIELLE ANDERSON BOARD MEMBER 1.00 X 0 0 0 PAUL HEPFER CHIEF EXECUTIVE OFFICER 40.00 X 280437 0 537 ZHENG DONG CHIEF ADMINISTRATIVE OFFIC 40.00 X 160647 0 10411 JONATHAN JUMP VP OF OPERATIONS 40.00 X 166884 0 11127 ANA AYALA VP OF PROGRAMS 40.00 X 131303 0 11004 KIMBERLY MADSEN DIRECTOR, NUTRITION SERVICES 40.00 X 110472 0 11020 849743 0 44099 5 0 1 0 0 6973122 6706615 885330 13679737 PROGRAM SERVICE FEES 624200 4246489 4246489 4246489 57167 57167 924138 403203 520935 520935 520935 531837 46031 539218 76983 -7381 -30952 -38333 -38333 378064 291428 86636 86636 MISC INCOME 624210 9443 9443 9443 18562074 4246489 0 635848 3619783 3619783 893842 777936 36892 79014 7414829 6453335 306040 655454 75194 63521 7511 4162 952156 852047 64936 35173 553970 480338 49385 24247 1697652 1570282 101638 25732 418696 359862 39069 19765 403204 325928 56426 20850 13518 10118 391 3009 7725 5442 633 1650 475444 352072 90084 33288 149689 110847 28362 10480 REPAIRS & MAINTENANCE 316566 272448 32408 11710 PUBLIC INFORMATION 203388 14814 3790 184784 DONOR RELATED EXPENSES 199212 13326 3406 182480 BAD DEBT EXPENSE 72111 72111 138917 98484 9979 30454 17605896 15452694 830950 1322252 2404801 1126935 856046 2218073 2385662 463777 212563 213611 93624 105077 10341027 6422142 3795147 3918885 3263525 4414996 11600 572485 13022968 13033839 3298404 1526041 823 0 594828 3299227 2120869 X 9211173 9424192 512568 1488778 9723741 10912970 13022968 13033839 956178 373867 -140816 0 X X 0 1 X 1 1 1 X 11306609 13935492 13432089 13167327 13679737 65521254 11306609 13935492 13432089 13167327 13679737 65521254 65521254 851727 893057 886352 640483 981305 4252924 8339 2137 20068 9443 39987 69814165 15601936 0.93850 0.93730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 8,339. 2020 AMOUNT: $ 2,137. 2021 AMOUNT: $ 20,068. 2022 AMOUNT: $ 9,443. FUNDRAISING REVENUE - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 900000 900000 7353208 5379373 1973835 564553 5565 558988 879295 650007 229288 643971 387197 256774 3918885 OPEARTING LEASE 566125 DEPOSITS HELD 28703 594828 X 19630572 373867 373867 19256705 -694631 -694631 18562074 18300527 694631 694631 17605896 0 17605896 PART X, LINE 2: INCOME TAXES: POH IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND SIMILAR STATE STATUES ON INCOME OTHER THAN INCOME FROM ACTIVITIES OUTSIDE OF THE POH'S EXEMPT PURPOSE (UNRELATED BUSINESS INCOME). ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES IS REQUIRED. POH APPLIES THE GUIDANCE ON ACCOUNTING FOR UNCERTAIN TAX PROVISIONS IN FASB ASC 740 INCOME TAXES. POH IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS UP TO AND INCLUDING THE YEAR ENDED JUNE 30, 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED AGAINST REVENUE -291,428. RENTAL EXPENSES NETTED AGAINST REVENUE -403,203. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED AGAINST REVENUE 291,428. RENTAL EXPENSES NETTED AGAINST REVENUE 403,203. HAND TO HAND DINNER PARTY 330993 330993 1663 49906 100990 35598 83805 DINING OUT FOR LIFE 18459 18459 701 6074 5 28611 28611 500 278 5365 6662 378063 378063 2163 49906 101969 40963 96541 291542 86521 1 FOOD AND ASSISTANCE FOR SENIORS, PEOPLE LIVING WITH HIV/AIDS AND HOMEBOUND AND CRITICALLY ILL PEOPLE 9373 3619783 COST HOME DELIVERED MEALS, GROCERY SERVICES, AND NUTRITION EDUCATION. PART I, LINE 2: FUNDS ARE ACCOUNTED FOR AS RECEIVED AND DETAIL IS MAINTAINED AS TO DONOR/GRANTOR, RESTRICTIONS (IF ANY), REPORTING REQUIREMENTS (IF ANY), ETC. X 0 0 0 0 0 0 0 0 0 PAUL HEPFER CHIEF EXECUTIVE OFFICER 245587 0 30725 0 4125 0 0 0 537 0 280974 0 0 0 JONATHAN JUMP VP OF OPERATIONS 164394 0 0 0 2490 0 0 0 11127 0 178011 0 0 0 ZHENG DONG CHIEF ADMINISTRATIVE OFFIC 158377 0 0 0 2270 0 0 0 10411 0 171058 0 0 0 X 78859 FMV X 806471 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PROFESSIONAL TAX PREPARERS FORWARD THE FORM 990 TO THE CONTROLLER AND CEO. AFTER REVIEWING THE RETURN, THE CONTROLLER FORWARDS IT TO THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. ALSO, BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE CEO AND CONTROLLER. THE CONTROLLER OR PROFESSIONAL TAX PREPARERS ADDRESS THE QUESTIONS FROM THE AUDIT COMMITTEE AND THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C POH'S CONFLICT OF INTEREST POLICY IS WRITTEN IN THE BYLAWS AND THE EMPLOYEE HANDBOOK. THE BOARD AND THE HUMAN RESOURCES DEPARTMENT REGULARLY MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY WHEN POTENTIAL CONFLICTS OF INTEREST SITUATIONS ARISE. THE POLICIES HANDLE CONFLICTS OF INTEREST BOTH DIRECTLY AND INDIRECTLY IN THE BOARD GOVERNANCE DOCUMENTS AND IN THE EMPLOYEE HANDBOOK. HANDBOOK POLICIES COVER ALL STAFF, BUT ESPECIALLY THOSE IN LEADERSHIP AND THOSE HANDLING ANY FINANCIAL TRANSACTIONS. UNDER THE WHISTLEBLOWER POLICY, CONCERNS CAN BE BROUGHT FORWARD BY ANY PERSON TO THE HUMAN RESOURCES DIRECTOR OR MANAGER, CONTROLLER, OR CEO AND CHAIR, CO-CHAIR, OR SECRETARY OF THE BOARD. EXTERNALLY, TO THE AUDITORS OR ANY OF THE REGULATING AUTHORITIES. CONFLICTS ARE REVIEWED IN CONNECTION WITH HUMAN RESOURCES, FINANCE, AND THE EXECUTIVE DIRECTOR, IN GENERAL THE CONFLICTS WOULD BE RESOLVED AT THIS LEVEL. IF NOT, THE BOARD OR EXTERNAL PARTNERS WILL BE BROUGHT IN, IF NECESSARY. THE ORGANIZATION DOES NOT ALLOW FOR FAMILY MEMBERS TO SUPERVISE ONE ANOTHER. IN OTHER CASES, PERSONS WITH CONFLICTS OF INTEREST WOULD BE REMOVED FROM THE DECISION MAKING PROCESS/ FUNCTION FOUND IN CONFLICT OR IF THAT IS NOT POSSIBLE, OBJECTIVE PARTIES WOULD BE ADDED TO THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD BASED ON THE COMPENSATION COMMITTEE RECOMMENDATIONS. COMPENSATION FOR THE CHIEF FINANCIAL OFFICER IS DETERMINED BY THE EXECUTIVE DIRECTOR AND APPROVED BY THE BOARD. COMPENSATION FOR OTHER DIRECTORS AND KEY EMPLOYEES IS DETERMINED AND APPROVED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE POSTED ON POH'S WEBSITE AS SOON AS THEY ARE AVAILABLE. OTHER DOCUMENTS ARE AVAILABLE BY REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XII, LINE 2C NO CHANGE TO THE PROCESS SINCE PRIOR YEARS.