2025-04-24T10:06:21-05:00 2024-06-30 582487348 Aprio Advisory Group LLC 150 Post Street Suite 200 San Francisco CA 94108 990 2023-07-01 943023551 Project Open Hand PROJ 4154472300 730 Polk Street San Francisco CA 94109 Paul Hepfer CEO 4154472300 2025-04-23 1 1 Stacy Cullen P00974308 4157774488 2025-04-23 2023 2025-03-06 01:10:19Z Paul Hepfer 730 Polk Street San Francisco CA 94109 17975921 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. 11 11 191 5228 0 0 13679737 13523053 4246489 3015757 18834 93011 617014 778406 18562074 17410227 3619783 4405802 0 0 9889991 10144623 0 0 1300242 4096122 3136428 17605896 17686853 956178 -276626 13033839 13468159 2120869 2264706 10912970 11203453 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 7837768 2015677 3015757 Older adults (60+ years) and adults with disabilities (18-59 years) enjoy a warm, nutritious meal at congregate sites operated by Project Open Hand's Community Nutrition Program and situated in community centers located across San Francsico. As the largest congregate meal provider for these populations in San Francisco, these meals are available 365 days a year through our Community Nutrition Program. Older adults and adults with disabilities who visit our sites experience decreased risks of isolation and loneliness and enjoy the positive effects of social integration and improved quality of life. Since the COVID-19 pandemic, our congregate meal services have a takeaway model in addition to the dine-in option. This allows for client choice and better meets the needs of our community. 4223843 1117353 "Project Open Hand's Wellness Program provides medically supportive nutrition interventions for people that have a chronic health conditions in San Francisco, Alameda County, Contra Costa County and some parts of Sacramento. Our medically tailored services are accessed through our grocery centers in San Francisco and Oakland, satellite grocery center locations in San Francisco, and weekly home delivery of meals and groceries. As part of our nutrition interventions, all clients have access to not only our meals and groceries but educational services offered through our Nutrition Services team. This includes individual counseling sessions with our Registered Dietitians, cooking demonstrations, food demonstrations and various other classes and resources. Taking a client-centered approach in our nutrition services, our team is also available to provide added support to clients needing assistance and linkage to other beneficial resources that address various social determinants of health. 3527910 1272772 POH is the fiscal sponsor of the California Food is Medicine Coalition (CalFIMC). POH and CalFIMC lead policy and advocacy efforts to integrate medically tailored meal (MTM) interventions into health care services, eligible for payments. This advocacy has been instrumental in the CalAIM expansion to include medically tailored nutrition interventions into Community Supports in California for eligible Medi-Cal populations. Subsequently, Project Open Hand has been working with managed care plans in Alameda County, Contra Costa County and San Francisco County since 2022 broadening its reach. This has led to strong partnership with our local health plans to better support shared patient populations and has increase meal and grocery access to a large volume of new clients and health plan members. 15589521 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 34 0 1 191 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 Mike Henry Board Member 1.00 X 0 0 0 Arielle Anderson Vice Chair 1.00 X X 0 0 0 Richard Long Finance Chair 1.00 X X 0 0 0 Karl Christiansen Board Chair 1.00 X X 0 0 0 Vishwa Chandra Board Member 1.00 X 0 0 0 Susanna Holt Secretary 1.00 X X 0 0 0 Andrew Chang Board Member 1.00 X 0 0 0 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 Jason Wei Board Member 1.00 X 0 0 0 Ruth Yankoupe Board Member- Until Dec 23 1.00 X 0 0 0 Aditya Wakankar Board Member- Until April 24 1.00 X 0 0 0 Jennifer Weiman Petraglia Board Member- Until Dec 23 1.00 X 0 0 0 Jennifer Drimmer Rokovich Board Member- Until Jan 24 1.00 X 0 0 0 Arthur Wood Board Member- Until Aug 23 1.00 X 0 0 0 Paul Hepfer Chief Executive Officer 40.00 X 293493 0 9595 Zheng Dong Chief Operating Officer and Chief Financial Office 40.00 X 178681 0 10683 Jonathan Jump VP of Operations 40.00 X 173781 0 11356 Onome Okulolo Vice President of People & Culture 40.00 X 135749 0 2089 Ana Ayala VP of Programs 40.00 X 133127 0 11253 914831 0 44976 5 0 1 0 0 5632 7201759 6315662 1175562 13523053 Program Service Fees 624200 3015757 3015757 3015757 85983 85983 963552 367893 595659 595659 595659 7028 0 7028 7028 7028 372877 5632 197801 175076 175076 Misc Income 624210 5069 5069 Bad Debt Recovery 900099 2602 2602 7671 17410227 3015757 0 871417 4405802 4405802 684069 609081 30171 44817 7774005 6921821 342874 509310 73753 65668 3253 4832 1024946 912592 45205 67149 587850 523410 25927 38513 963519 736528 92648 134343 285008 236889 32069 16050 367893 297361 49651 20881 12190 10357 335 1498 5306 3929 181 1196 804 804 548493 408796 98306 41391 157315 117224 28222 11869 Public Information 243089 25208 6069 211812 Repairs & Maintenance 139733 105782 24444 9507 Vehicle Expenses 130114 130091 16 7 Donor Related Expenses 122681 122681 160283 78982 16915 64386 17686853 15589521 797090 1300242 1126935 1191195 2218073 1899331 463777 876824 213611 275453 105077 181688 10855946 6970634 3918885 3885312 4414996 4728992 572485 429364 13033839 13468159 1526041 1633943 594828 630763 2120869 2264706 X 9424192 9837206 1488778 1366247 10912970 11203453 13033839 13468159 -276626 567109 0 X X 0 1 X 1 1 1 X 13935492 13432089 13167327 13679737 13671777 67886422 13935492 13432089 13167327 13679737 13671777 67886422 67886422 893057 886352 640483 981305 1048731 4449928 8339 2137 20068 9443 5069 45056 72381406 18258195 0.93790 0.93850 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. 2023 Amount: $ 5,069. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 900000 900000 7434662 5659769 1774893 564553 46207 518346 1212205 756612 455593 744526 508046 236480 3885312 Operating lease 417480 Deposits Held 47356 Line of credit 1000 Unearned Revenue 71746 Other Current Liabilities 93181 630763 X 18542226 567109 567109 17975117 -564890 -564890 17410227 18251743 565694 565694 17686049 804 804 17686853 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 Ju Part XI, Line 4b - Other Adjustments: Special event expense netted against revenue -197,801. Rental expenses netted against revenue -367,893. Interest Exp 804. Part XII, Line 2d - Other Adjustments: Special event expense netted against revenue 197,801. Rental expenses netted against revenue 367,893. Part XII, Line 4b - Other Adjustments: Interest Exp 804. Dinner (Hand to Hand) 311993 5632 306361 1374 70868 43543 37422 24045 Dining Out for Life 13180 13180 6151 4 53336 53336 300 1077 12992 378509 5632 372877 1674 70868 44620 37422 43188 197772 175105 1 Food and Assistance for seniors, people living with HIV/AIDS and homebound and critically ill people 14768 4405802 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 262571 0 27011 0 3911 0 0 0 9595 0 303088 0 0 0 Zheng Dong Chief Operating Officer and Chief Fi 176040 0 0 0 2641 0 0 0 10683 0 189364 0 0 0 Jonathan Jump VP of Operations 171150 0 0 0 2631 0 0 0 11356 0 185137 0 0 0 X 77178 FMV X 1098384 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). Part XII, Line 2c No change in process from prior year.