2024-04-29T17:31:44-05:00 2023-06-30 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2022-07-01 941415287 THE ARC SAN FRANCISCO % N BAZELEY ARCS 4152557200 1500 HOWARD STREET SAN FRANCISCO CA 94103 KRISTEN HICKEY PEDERSEN EXECUTIVE DIRECTOR 4152557200 2024-05-15 true KRISTEN HICKEY PEDERSEN 999009999 RICHARD L RUVELSON P00234075 9492612808 2022 2023-04-26 12:10:37Z KRISTEN HICKEY PEDERSEN 1500 HOWARD STREET SAN FRANCISCO CA 94103 14575652 false X WWW.THEARCSF.ORG X 1951 CA THE ARC SAN FRANCISCO IS A LEARNING AND ACHIEVEMENT CENTER FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN SAN FRANCISCO, SAN MATEO, AND MARIN COUNTIES. THE ARC 14 13 240 106 0 0 11366056 10946812 401296 382158 2109040 -4591 206136 166129 14082528 11490508 0 0 0 0 9345065 10753281 0 0 976528 2270630 3070818 11615695 13824099 2466833 -2333591 18343166 17689828 4087048 4567262 14256118 13122566 X THE MISSION OF THE ARC SAN FRANCISCO IS TO TRANSFORM THE LIVES OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY ADVANCING LIFELONG LEARNING, PERSONAL ACHIEVEMENT, AND INDEPENDENCE. false false 9440401 44773 SEE SCHEDULE O 1514060 337385 SEE SCHEDULE O 1397553 SEE SCHEDULE O 12352014 true true false false false false false false false true true false false true true true false true false false false false false false true false false false false true false false false false true true false false false false false false false true false false true 37 0 240 true false false false false false false false false false false false false X 14 13 false false false false true true true true true false false true true true true true true true true false CA X N BAZELEY 4152557200 1500 HOWARD STREET SAN FRANCISCO CA 94103 KRISTEN HICKEY PEDERSEN EXECUTIVE DIRECTOR 37.5 0.0 X 192715 0 12602 ESTHER LANDAU SENIOR DIRECTOR OF ADVANCEMENT 37.5 0.0 X 145301 0 43878 JENNIFER DRESEN SENIOR DIRECTOR OF PROGRAM 37.5 0.0 X 118397 0 44449 NORIKO BAZELEY DIRECTOR OF FINANCE 37.5 0.0 X 112198 0 46760 Nina Asay SENIOR DIRECTOR, ADMINISTR 37.5 0.0 X 116763 0 23055 Ulises Zatarain Senior Director Business 37.5 0.0 X 107148 0 10473 Vernae Gallaread DIRECTOR 2.0 0.0 X 7709 0 0 Catherine Nichols DIRECTOR 2.0 0.0 X 0 0 0 Christine Totah DIRECTOR 2.0 0.0 X 0 0 0 Brian Tsung DIRECTOR 2.0 0.0 X 0 0 0 Shannon Trevino DIRECTOR 2.0 0.0 X 0 0 0 Keith Lucken DIRECTOR 2.0 0.0 X 0 0 0 Albert Chang DIRECTOR 2.0 0.0 X 0 0 0 Paul L Deneys DIRECTOR 2.0 0.0 X 0 0 0 Amanda Copans DIRECTOR 2.0 0.0 X 0 0 0 Leah Van der Mei VICE- CHAIR/DIRECTOR 2.0 0.0 X X 0 0 0 Jane Diaz DIRECTOR 2.0 0.0 X 0 0 0 Rochak Sethi DIRECTOR 2.0 0.0 X 0 0 0 Greg Vogel CHAIR/DIRECTOR 2.0 0.0 X X 0 0 0 Sara Desumala DIRECTOR 2.0 0.0 X 0 0 0 800231 0 181217 7 false true false MORENO JANITORIAL AND CARPET CLEANI 1909 SAINT AUGUSTINE WAY PETALUMA CA 94954 JANITORIAL SERVICES 104060 1 1056824 9889988 10946812 RENTAL INCOME 532000 337385 337385 CONTRACTS REVENUE 561300 44773 44773 382158 268276 268276 0 0 0 0 0 2767969 3040836 -272867 -272867 -272867 125840 44308 81532 0 0 0 0 0 0 OTHER REVENUE 561300 84597 84597 84597 11490508 466755 -4591 0 0 0 0 879655 817364 15244 47047 0 7768365 7218261 134624 415480 141213 131213 2447 7553 1342046 1247012 23257 71777 622002 577956 10779 33267 0 18754 13351 1889 3514 41900 29827 4221 7852 0 0 0 1285464 915081 129504 240879 0 228218 175988 19400 32830 0 0 456977 399280 45210 12487 0 0 67393 55511 2647 9235 101264 83992 14534 2738 0 267404 227134 33886 6384 98088 81357 14078 2653 COMMUNICATION 194435 155578 26431 12426 TRANSPORTATION 83355 82085 30 1240 DUES AND SUBSCRIPTION 64064 49236 7414 7414 BAD DEBT EXPENSE 52120 1090 51030 111382 90698 9962 10722 13824099 12352014 495557 976528 397237 48256 515989 307049 278824 411904 863757 972064 0 0 0 0 0 0 0 0 34450 107534 7648426 3165552 4337585 4482874 7264594 6150184 0 0 0 0 0 0 4650730 5209963 18343166 17689828 463620 475121 0 0 0 0 0 0 0 0 0 0 2928146 2917838 0 0 695282 1174303 4087048 4567262 X 9666078 8026436 4590040 5096130 14256118 13122566 18343166 17689828 X -2333591 1173539 26500 X false true X true false X 9931789 11032613 13330506 11174993 10946812 56416713 0 0 9931789 11032613 13330506 11174993 10946812 56416713 0 56416713 100575 140512 124382 243559 268276 877304 0 76039 74836 86186 76001 84597 397659 57691676 2731617 0.97790 0.97970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4305395 200000 461067 189000 31330 4746132 4932998 -536433 91170 4305395 2363820 2000000 620102 50924 4932998 2414713 40852 91745 2363820 2388681 92404 66372 2414713 1.00000 false false 3020660 3020660 1787393 1198619 588774 1623537 1190732 432805 1216836 776201 440635 4482874 RESTRICTED ENDOWMENT 4569905 RELATED PARTY LT 199703 OTHER ASSETS 31524 INVESTMENT IN PARTNERSHIP 12883 LONG TERM DEPOSIT 9676 RIGHT OF USE ASSETS 386272 5209963 0 ACCRUED COMPENSATED ABSENCES 512279 ACCURED INTEREST PAYABLE 229954 DEPOSITS 20000 LEASE LIABILITY 412070 1174303 X PART V, LINE 4: THE BARBARA SHUPIN ENDOWMENT FOR INDEPENDENT LIVING (SHUPIN FUND) WAS CREATED TO PROVIDE ONE OR MORE GRANTS, ON AN ANNUAL BASIS, TO HELP ADULTS WITH INTELLECTUAL AND OTHER DEVELOPMENT DISABILITIES LIVE INDEPENDENTLY. THE FRIENDS LIKE ME FUND (FLM FUND) WAS CREATED TO COMBAT THE SOCIAL ISOLATION OF ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGH RECREATIONAL ACTIVITIES AND GAMES THAT ENCOURAGE FRIENDSHIP, CONVERSATIONS AND SOCIALIZATION. The Director's Fund was created for strategic priorities or program investments. Consistent with the Organization's spending policy, money is released annually The donor agreement specifies that the ED has discretion on how the money is utilized. THE RYAN RIVETTE MEMORIAL FUND WAS CREATED IN MEMORIAM OF A FORMER MEMBER OF THE ORGANIZATION, AND IS USED TO FUND PROGRAMS GEARED TOWARDS ADULTS WITH DEVELOPMENTAL DISABILITIES. Investment Policy The Organization has adopted an investment policy that has the following objectives. These policies apply to all of the Organization's investment funds: . Protect funds from volatility and significant losses . Earn a sufficient return to protect the Fund from the effects of inflation . Provide long-term growth in the funds in excess of the 4% annual distribution threshold . Provide a source of funds that furthers the Organization's mission and relevant strategic initiatives Spending Policy The annual distributions of the Shupin Fund, FML Fund, Director's Fund and the Ryan Rivette Memorial Fund will be restricted to 4% of the average value of the Fund (including both corpus and investment income) over the 36-month periods prior to June 30 of each fiscal year. From these annual distributions, expenditures or grants may be made annually, according to the purposes for which these Funds are established. The grantor and/or family and friends may supplement the annual distributions with outright gifts of cash or securities. The annual distribution of the Board Directed Fund in excess of 4% to support portions of the operating budget, as necessary, requires the approval of a majority of the Board. PART X, LINE 2: The Organization is exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code. Arc Apartments, L.P. has no provision for federal or state income taxes included in their financial statements since any income or loss is reported by the Partners on their income tax return. Therefore, no provision has been made for income taxes in the consolidated statement of activities. The Organization does not have any uncertain tax positions at June 30, 2023. There was no tax related interest or penalties included in the consolidated financial statements. Each organization files its own separate tax returns. At June 30, 2023, all required tax returns have been filed. The Organization evaluates tax positions requiring recognition using a more-likely-than-not threshold, and those tax positions requiring recognition are measured at the largest amount of tax benefit that is greater than 50% likely of being realized upon ultimate settlement with a taxing authority that has full knowledge of all relevant information. The Organization has evaluated the likelihood of its tax-exempt status being challenged as remote. Accordingly, as of June 30, 2023, the Organization has not included any income tax provisions, including interest and penalties, in the consolidated financial statements. ARC ANGEL BREAK 125840 125840 44308 0 125840 125840 44308 44308 81532 X X false false false false false false false false false KRISTEN HICKEY PEDERSEN EXECUTIVE DIRECTOR 192715 0 0 0 0 0 6930 0 5672 0 205317 0 0 0 JENNIFER DRESEN SENIOR DIRECTOR OF PROGRAM 118397 0 0 0 0 0 27000 0 17449 0 162846 0 0 0 NORIKO BAZELEY DIRECTOR OF FINANCE 112198 0 0 0 0 0 27000 0 19760 0 158958 0 0 0 ESTHER LANDAU SENIOR DIRECTOR OF ADVANCEMENT 145301 0 0 0 0 0 24000 0 19878 0 189179 0 0 0 JANE DIAZ DIRECTOR 0 CLIENT SUPPORT SARA DESUMALA CLIENT ADVISORY COMMITTEE 0 CLIENT SUPPORT VERNAE GALLAREAD DIRECTOR OF THE BOD, EMPLOYEE OF THE ARC AND CLIENT OF THE ARC 7709 WAGES false SCH L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: (A) NAME OF PERSON: JANE DIAZ (D) TYPE OF ASSISTANCE: CLIENT SUPPORT - JANE IS A FAMILY MEMBER OF A CLIENT OF THE ARC (A) NAME OF PERSON: SARA DESUMALA (D) TYPE OF ASSISTANCE: CLIENT SUPPORT - SARA IS A CLIENT OF THE ARC SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: VERNAE GALLAREAD (B) RELATIONSHIP: DIRECTOR, EMPLOYEE AND CLIENT OF THE ARC (D) DESCRIPTION OF TRANSACTION: RECEIVED A W-2 FROM THE ARC AND ALSO IS A CLIENT OF THE ARC FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: PROVIDES ITS CLIENTS WITH INNOVATIVE PROGRAMS TO SUPPORT THEIR EDUCATIONAL AND CAREER GOALS ALONG WITH ROBUST SERVICES TO SUPPORT INDEPENDENT LIVING, PROMOTE PERSONAL HEALTH, ENCOURAGE ARTISTIC EXPRESSION, AND FACILITATE RECREATIONAL ACTIVITIES. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: Lifelong Learning The Arc Lifelong Learning team continued to bring participants back to onsite services during 2023 while ensuring a broad array of remote and hybrid services for individuals preferring to be served from home. Our in-person client base increased by 188%, from 123 clients in 2022 to 354 clients in 2023. Additionally, around 37% of our programs now offer hybrid formats, providing a versatile mix of in-person and remote learning options to accommodate diverse preferences. In an effort to adapt our programming to the wants and needs of our client base, Lifelong Learning conducted our Participant Survey in 2023, receiving an overwhelming response: 242 insightful contributions from 200 participants, resulting in an impressive 31% response rate. This invaluable feedback directs our efforts in refining and enhancing our services to better serve our community. In response to participant needs, we've expanded our participant-led classes from two to seven, precisely tailored to meet their expressed interests. 361 Adult students attending classes Over 70 Classes and activities offered online 25 Hours/week of Friendship Line, provided in multiple languages 385 Peer-to-peer tech support hours/week 3597 Unique visitors to The Hub 354 Participants receiving services on campus Employment Services Employment Services continued to provide Job Development, Employment support and Job Coaching services model, which have all been primarily in-person. Many participants' job descriptions/responsibilities have changed since returning to their respective jobs, which The Arc Job Coaches supported to ensure a smooth transition back to in-person responsibilities. The Employment department also continued to expand into untapped roles/industries, e.g.-engineering assistant, as well as creating new partnerships, e.g.- IKEA, Wyndham Resorts. We also continue to look for new internship opportunities in addition to our long-standing internship at California Academy of Sciences. Job Development Our Job Development Department continued to find creative ways of providing job development and employment support services. Employment Specialists conducted assessments, employment planning meetings, Personal, Vocational and Social Adjustments, and Mock interviews both virtually and in-person. Our Brown Bag class series prepared job seekers to be employment-ready with an 8-week curriculum of job readiness lessons. The Transition-Aged Youth (TAY) class, funded by San Francisco Department of Children, Youth and the Families, also resumed partnering with Balboa High School. The job market trends have changed, and we see more employment opportunities in retail, customer service and food services industries. 60% of placements in fiscal year 2022-2023 are in retail and customer service. 249 Employed and in career development 156 Employer partners 13 Interns 25 Graduates 12 New Employer Partners service. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: Residential The Arc Residential team continued the ongoing relationship with Mercy Housing with The Arc Mercy property on Page and Masonic. Victor Scaggs (Service Manager), working as the onsite coordinator, was able to help support the Arc and non-Arc tenants with issues throughout the year. These issues included problem solving neighbor disagreements, removal of non-tenant individuals doing untoward activities, fire alarm issues, and so and so forth. The Arc reconnected with the management team with Mercy Housing for The Bill Sorro property. During the pandemic, The Bill Sorro property management team had asked all outside vendors to please hold off on coming on site to do any work. In 2023, they asked The Arc to please resume our activities. Arc Residential Management team met with Bill Sorro Managment team to re-establish what exactly they would like The Arc to help them with. While there were some trials with classes and onsite support for community resources, there has not been a final resolution as to what will be accomplished as a team. The Arc Residential Team continued to serve our participants in SLS/ILS throughout the year of 2023. There were many unique post-pandemic issues we helped our participants navigate. Things including reconnecting with work-sites and day programs, routine doctor appointments, budgeting and bill paying, shopping for groceries and personal items, preparing and cooking breakfast, lunches and dinners, laundry, housekeeping and other tasks as laid out based on participant need. The Arc is currently serving 34 participants in Independent/Supported Living Skills services and housing advocacy. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: Health Advocacy The Wellness program is able to support the most vulnerable population with their health needs. Some participants come to our program because they have not seen a doctor in many years. Participants not getting the care they need could be due to the fear of going to the doctor or the physical barriers such as not knowing how to make an appointment, not having transportation, not being able to navigate their insurance, not being able to express their symptoms when they do see the doctor (or are ignored by their doctor). Wellness helps open the door to medical care by navigating and supporting participants. Health Advocates are in a unique position in which they get to peek into the lives of the participants by doing home visits, especially during the initial assessment phase. On many occasions, we have seen things at their homes which are not safe. We have seen mold, sewage flooding, collecting (hoarding), unstable support systems or no support systems in place, financial abuse. This is the time where advocacy is needed. The Health Advocate will make reports to Adult Protective Services when urgent or to Golden Gate Regional Center for additional supports. The Health Advocate will connect the participant to resources or work with their medical provider on referrals. Health Advocates continue to make sure all participants are getting their routine vaccinations: Covid, flu, RSV, shingles, tetanus (as needed). 134 Health Advocacy Services participants 108,887 Health Care Case Management hours 24 Interventions: 6 emergency room; 18 urgent care appointments FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION HAS MEMBERS WHO PAY DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A: THE ORGANIZATION'S MEMBERS ARE ENTITLED TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS, EXCEPT WHERE THERE IS A VACANCY MID-TERM. FORM 990, PART VI, SECTION A, LINE 7B: MEMBERS OF THE ORGANIZATION ARE ENTITLED TO VOTE ON THE ELECTION OR REMOVAL OF DIRECTORS, ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS, ON ANY MERGER AND ON THE DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED BY OUR CPA FIRM, REVIEWED AND APPROVED BY MANAGEMENT, AND PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE BOARD OF DIRECTORS HAS APPROVED A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL DIRECTORS AND OFFICERS WHICH REQUIRES REVIEW AND DISCLOSURE OF ANY POTENTIAL CONFLICTS ON A REGULAR BASIS. IN ADDITION, EMPLOYEES ARE COVERED BY AN EMPLOYEE CONFLICT OF INTEREST POLICY DURING THEIR TERM OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION FOR THE ORGANIZATION'S CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND IS BASED ON MARKET COMPARABILITY DATA. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS BASED ON MARKET COMPARABILITY DATA, REVIEWED BY HUMAN RESOURCES, AND APPROVED BY APPROPRIATE MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FINANCIAL STATEMENTS AND TAX RETURNS ARE ALSO AVAILABLE ON THE ORGANZIATIONS WEBSITE. FORM 990, PART XI, LINE 9, OTHER CHANGES ON NET ASSETS: The other changes in Net Assets represent a difference in the beginning balance of the Net Assets due to a difference between the prior year Audited Financial Statement and Form 990. 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