2026-04-29T10:08:57-05:00 2025-06-30 582487348 Aprio Advisory Group LLC 150 Post Street Suite 200 San Francisco CA 94108 990 2024-07-01 943023551 Project Open Hand PROJ 4154472300 730 Polk Street San Francisco CA 94109 Paul Hepfer CEO 4154472300 2026-04-29 1 1 Stacy Cullen P00974308 4157774488 2026-04-28 2024 2025-03-06 01:10:19Z Paul Hepfer 730 Polk Street San Francisco CA 94109 27136700 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 11 195 3862 0 0 13523053 22003474 3015757 3897585 93011 103485 778406 526666 17410227 26531210 4405802 4929935 0 0 10144623 12065846 0 0 1705189 3136428 3782631 17686853 20778412 -276626 5752798 13468159 19910740 2264706 2433828 11203453 17476912 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 10139832 2333841 3897585 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. 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. 5951669 1942679 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. Our Client-Centered NutritionHome (CCNH) Model is designed to optimize client engagement in a MTN intervention and to set clients up for long-term success in managing nutrition-related health conditions. The CCNH framework recognizes that for vulnerable communities, nutrition security cannot exist in a vacuum. To foster effective long-term management of nutrition-related health conditions, the CCNH model brings an interdisciplinary approach to POH services. Taking this client-centered approach, our team is available to provide added support to clients needing assistance and linkage to other beneficial resources that address various social determinants of health that may impact their ability to stay engaged in care. 1951441 653416 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 beenworking 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. The California Advancing and Innovation Medi-Cal (CalAIM) program has included the provision of Medically Tailored Meals and Groceries (MTM/G) for women experiencing a high-risk pregnancy. Project Open Hand is prioritizing this population as it is well supported by science that there are significant health improvement opportunities for two people with each meal. 18042942 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 28 0 1 195 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 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 Paul Hepfer Chief Executive Officer 40.00 X 302761 0 14099 Zheng Dong COO & CFO 40.00 X 194385 0 13457 Katherine Jackson Chief Nutrition Officer 40.00 X 107655 0 4570 Ana Ayala VP of Programs 40.00 X 142515 0 13995 Alberto Cortes Interim VP Fund-Development & Community Affairs 40.00 X 132279 0 6645 Onome Okulolo VP of People & Culture 40.00 X 153778 0 1896 Mike Dillon Board Chair 5.00 X X 0 0 0 Claire Horton MD Board Vice Chair 5.00 X X 0 0 0 Richard Long Finance Chair 5.00 X X 0 0 0 Susanna Holt Secretary 5.00 X X 0 0 0 Mike Henry Board Member 1.00 X 0 0 0 Vishwa Chandra Board Member 1.00 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 Jason Wei Board Member 1.00 X 0 0 0 Drew Alley Board Member 1.00 X 0 0 0 Andrea Wilkinson Board Member-Until 8/12/24 1.00 X 0 0 0 1033373 0 54662 6 0 1 0 0 237656 7878686 13887132 1611401 22003474 Program Service Fees 624200 3897585 3897585 3897585 103786 103786 971168 404634 566534 566534 566534 301 -301 -301 -301 160326 237656 200555 -40229 -40229 Misc Income 624210 361 361 361 26531210 3897585 0 630151 4929935 4929935 636926 551818 28973 56135 8950180 7754227 407133 788820 80219 69500 3649 7070 1437057 1245033 65370 126654 961464 832990 43736 84738 1087234 814651 126648 145935 344470 268429 45823 30218 404635 322087 56480 26068 20280 18277 676 1327 1929 1929 582262 426500 106573 49189 143280 104951 26225 12104 Repairs & Maintenance 566537 417837 101741 46959 Bad Debt Expense 210250 210250 Public Information 194917 12891 3221 178805 Donor Related Expenses 114120 114120 112717 63566 12104 37047 20778412 18042942 1030281 1705189 1191195 986417 506002 1899331 8502638 876824 485305 275453 206091 181688 130219 11297440 7552895 3885312 3744545 4728992 5078466 429364 271057 13468159 19910740 1633943 1999539 630763 434289 2264706 2433828 X 9837206 9775380 1366247 7701532 11203453 17476912 13468159 19910740 5752798 520661 0 X X 0 1 X 1 1 1 X 13429089 12735032 13679737 13523053 22003474 75370385 13429089 12735032 13679737 13523053 22003474 75370385 5078792 70291593 866999 897349 981305 1049535 1074954 4870142 2131 20068 9443 7671 361 39674 80280201 21524773 0.87560 0.93790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 900000 900000 7463606 5938836 1524770 564553 83954 480599 1326327 948331 377996 1042954 581774 461180 3744545 Lease Laibilities Opearting 260503 Deposits Held 40738 Unrearned Revenue 133048 434289 X 27655130 520661 520661 27134469 -603259 -603259 26531210 21381671 603259 603259 20778412 0 20778412 Part X, Line 2: 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). During the years ended June 30, 2025 and 2024, POH did not report any 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, 2022. Part XI, Line 4b - Other Adjustments: Special event expense netted against revenue -404,634. Rental expenses netted against revenue -200,555. Interest exp 1,930. Part XII, Line 2d - Other Adjustments: Special event expense netted against revenue 404,634. Rental expenses netted against revenue 200,555. Interest exp -1,930. Hand to Hand Gala 281419 281419 2066 67104 43555 32047 24668 Dining Out for Life 39232 39232 6269 2 60285 60285 1128 23718 380936 380936 2066 67104 44683 32047 54655 200555 180381 1 Food and Assistance for seniors, people living with HIV/AIDS and homebound and critically ill people 17363 4929935 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 264845 0 33362 0 4554 0 0 0 14099 0 316860 0 0 0 Zheng Dong COO & CFO 191495 0 0 0 2890 0 0 0 13457 0 207842 0 0 0 Ana Ayala VP of Programs 140399 0 0 0 2116 0 0 0 13995 0 156510 0 0 0 Onome Okulolo VP of People & Culture 151406 0 0 0 2372 0 0 0 1896 0 155674 0 0 0 X 105435 FMV X 2 1505966 FMV 0 0 0 Form 990, Part VI, Section A, line 4 The organization amended its bylaws to update the authorized range of directors, clarify the conditions that create an automatic vacancy on the board, and define a quorum as a majority of the directors currently in office. 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.