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        <PersonNm>Shannon Trevino</PersonNm>
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        <FormAndLineReferenceDesc>PART V, LINE 4:</FormAndLineReferenceDesc>
        <ExplanationTxt>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.</ExplanationTxt>
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        <FormAndLineReferenceDesc>PART X, LINE 2:</FormAndLineReferenceDesc>
        <ExplanationTxt>The Organization is exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code. The Partnership 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 statements of activities. The Organization does not have any uncertain tax positions at June 30, 2025. There was no tax related interest or penalties included in the consolidated financial statements. Each organization files its own separate tax returns. 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, 2025 and 2024, the Organization has not included any income tax provisions, including interest and penalties, in the consolidated financial statements.</ExplanationTxt>
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        <Event1Nm>ARC ANGEL BREAK</Event1Nm>
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        <PersonNm>Kristen Hickey Pedersen</PersonNm>
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          <PersonNm>VERNAE GALLAREAD</PersonNm>
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        <FormAndLineReferenceDesc>SCH L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS:</FormAndLineReferenceDesc>
        <ExplanationTxt>(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</ExplanationTxt>
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      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:</FormAndLineReferenceDesc>
        <ExplanationTxt>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.</ExplanationTxt>
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      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:</FormAndLineReferenceDesc>
        <ExplanationTxt>LIFELONG LEARNING The Arc San Francisco's Lifelong Learning team continued their comprehensive onsite services during 2024 and 2025 while ensuring a broad array of remote and hybrid services for individuals preferring to be served from home. To adapt our programming to the wants and needs of our client base, Lifelong Learning conducted our Participant Survey in 2025 receiving an overwhelmingly positive response: 100 participants responded and 95% of them were happy with their program goals. In response to participants' needs, we offer six participant-led classes in our courses to meet their expressed interests. The newest course is Calvin's Movement Club. Calvin and his group reserved a room for the class, selected music, learned dance moves, recruited co-teachers, created flyers, and drafted class guidelines. Last year's client led writing and self-publishing class, resulted in an anthology of clients' work which was published this year. The is titled "The Dances Within: Empowering Unheard Voicesis now available for sale on Amazon. The anthology was also selected for LitCrawl, a part of the annual San Francisco Litquake event. Clients read their work for the audience at a local cafe, and many of their peers joined them to cheer them on. In addition to our daytime services, The Arc San Francisco offers a popular Social and Recreational program for 230 Participants who attended in 2024 and 2025 and continue to benefit from opportunities to build peer relationships and inclusion in our community. Based on client interest there are both online and in-person programming. The successful Peer Mentor program culminated in a celebration featuring speeches and multi-media presentations created by the mentor/mentee pairs. Our remote team facilitated learning classes weekly, providing continued engagement to 24 Tailored Day Services participants through consistent and high-quality programming. Our arts program collaborated with the Lifelong Learning CAC (Client Advocacy Group) for a 2-part fundraising project designed by the clients of the CAC. The first part was an art contest open to all Arc SF participants. The CAC designed the contest rules and allocated funds for prizes. The top four winners went on to learn hand printing technique to print their designs on T-shirts. These t-shirts were very popular at the Holiday sale. A demonstration of hand printing techniques was also done at the sale. The Holiday sale was especially festive this year since the art program partnered with CCSF (City College- San Francisco) to present a theater program written and performed by Arc clients. Plans were made to bring the hand printing project back next year with new designs. Our Tailored Day Services (TDS) model program got its own service design and program team starting in September of 2025. We refer to our TDS branch of Lifelong Learning, Independent Services. Since September, we have been able to hire 6 new TDS employees and increase our TDS caseload. By Feb 2026, we had enough new employees and participants, we were able to hire a new Service Manager. Growth in TDS has been very encouraging and freeing up participants on our waitlist. 356 participants took part in Lifelong Learning 332 come on site 24 are remote 230 Unique participants attended FLM/Social Rec 78 TDS participants (includes "Day Program TDS"TDS" 6 client led classes 17 Self Advocates 100 participants shared their input in the survey 80% of respondents were from LL 95% stated they were happy with their goals. 30 classes in the hub (including FLM) Employment Services Employment Services continued to provide Employment/Internship support and Job Coaching services, which have all been primarily in-person. Our managers and job coaches continue to be a steady presence in our participants' lives in the workforce but also on a personal level. At our participants' respective job sites there was some turnover during the pandemic with site supervisors and staff departing. Our managers and coaches did a great job of providing insight and trainings regarding our services. This also helped new staff with how to work with the IDD community and ensure that our participants feel supported and included by their peers in the workplace. The Employment department had participants begin working with new partners, e.g.- Beacon Grand Hotel and Saluhall. We also began partnering with Hines Facilities Management as they became the vendor at AirBnB, which employees four of our participants. They have been a tremendous ally and made the transition for our participants seamless. We hope to expand our partnership with them in the future. We continue to look for new internship opportunities in addition to our long-standing internships at California Academy of Sciences as well as our Arc caf. We partnered with Salesforce and their Health &amp; Safety department for a pilot program in which one of our participants was selected as their first intern (who did an excellent job). We also solidified an internship partnership with the San Francisco Recreation and Parks department, which will ideally host six interns in their home offices, senior center, and in the parks themselves. This new internship will give our participants the opportunity to learn new skills in an office setting, and also develop skills in customer service and agricultural endeavors. They strongly promote and value internal growth in their program so we hope that our interns there will have the opportunity to pursue a career within the SF Rec and Parks department once they complete the internship. The Employment team is hopeful that 2026 will bring new opportunities and growth but also realize there will be challenges that our participants may face. We are prepared as a team to always stand by them and support them in every possible way we can. 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. The Employment Roundtable 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 Families, will also be resuming. The job market trends have changed, and we see more employment opportunities in retail, customer service and food services industries. 187 Employed and in career development 166 interns/employed 21 participants received job development 109 Employer partners 20 Graduates 41 Transition aged youth participated in employment workshops 4 New Employer Partners Participant Experience Advocacy Opportunities Many Arc participants attended Capitol Action Day in Sacramento. They joined other advocates throughout California to ask lawmakers for funding to maintain vital support and services for people with developmental disabilities. Two Arc SF participants gave a presentation on friendship at the Statewide Self-Advocacy Conference in Sacramento. Three Arc SF participants planned and facilitated part one of the Advocacy in Action Speakers' Series. The audience learned how to advocate for themselves and other participants at The Arc. A participant was awarded a SARTAC fellowship. She developed and taught a creative writing and self-publishing class. The writing from this class will be published in an anthology.</ExplanationTxt>
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      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:</FormAndLineReferenceDesc>
        <ExplanationTxt>Residential The Arc Residential team has continued the ongoing relationship with Mercy Housing with The Arc Mercy property on Page and Masonic. Victor Scaggs (Service Manager) continues to work as the onsite coordinator. He continues to help support Arc and non-Arc tenants with tenant issues throughout the year. These issues included problem solving neighbor disagreements, removal of non-tenant individuals doing untoward activities, and fire alarm issues. Throughout 2024/2025, The Arc and Bill Sorro Management worked together to try to find activities our DSPs could support them with. We worked a little with helping them during their weekly food drive. Our Wellness Team set up a booth in the common area on the first floor of the Bill Sorro building. The support offered was not utilized by tenants, and our DSPs would often sit around waiting for someone to support. After much discussion, in 2025 The Arc and Bill Sorro Management Teams decided to end our current MOU. The Arc Residential Team continued to serve our participants in SLS/ILS throughout 2025. There were many unique post-pandemic issues we helped our participants navigate, such as reconnecting with worksites 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 Residential Team continued to work through the different challenges our participants faced throughout 2024/2025. Keeping people enrolled in the EBT program had become an issue. We found multiple participants we served had issues with being kicked off the EBT program for a myriad of reasons. We were able to get everyone back enrolled in the program and have not noticed that happening again. We were also able to help several participants save money to go on traveling vacations. Our other priorities concerned helping participants visit their doctor, investigate and purchase special tech tools, recover from surgery, and other duties as needed. The Arc is currently serving 18 participants in Independent/Supported Living Skills services and housing advocacy. 22 Adult services received 18ILS 4SLS 38 supported housing units provided stable homes.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:</FormAndLineReferenceDesc>
        <ExplanationTxt>HEALTH ADVOCACY The Wellness Services Program is dedicated to supporting The Arc participants in accessing and managing their health care needs. Many participants come to the program after years without medical care due to barriers such as fear of seeing a doctor, challenges navigating insurance systems, difficulty scheduling appointments, lack of transportation, or struggles communicating effectively with medical providers. The program helps participants overcome these obstacles by offering personalized guidance and support to connect them with the care they need while navigating the complex health systems. At the heart of the program are Health Advocates, who serve as compassionate bridges between participants, medical providers, and other support systems. Health Advocates operate much like health case managers, working alongside participants to help them achieve healthy, independent, and self-directed lives. Through home visits and initial assessments, Health Advocates gain a deep understanding of participants' living situations and support systems. This last fiscal year, we were able to assess 10 new participants to receive Wellness Services. Health Advocates tailor services to everyone's unique needs, to provide person-centered care that meets participants where they are. Health Advocates continue to make sure all participants are getting their routine vaccinations: Covid, flu, RSV, shingles, tetanus (as needed). 138 HEALTH ADVOCACY SERVICES PARTICIPANTS 13,230.58 HEALTH CARE CASE MANAGEMENT HOURS 22 INTERVENTIONS: 7 EMERGENCY ROOM; 15 URGENT CARE APPOINTMENTS</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART VI, SECTION A, LINE 6:</FormAndLineReferenceDesc>
        <ExplanationTxt>THE ORGANIZATION HAS MEMBERS WHO PAY DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART VI, SECTION A, LINE 7A:</FormAndLineReferenceDesc>
        <ExplanationTxt>THE ORGANIZATION'S MEMBERS ARE ENTITLED TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS, EXCEPT WHERE THERE IS A VACANCY MID-TERM.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART VI, SECTION A, LINE 7B:</FormAndLineReferenceDesc>
        <ExplanationTxt>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.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART VI, SECTION B, LINE 11B:</FormAndLineReferenceDesc>
        <ExplanationTxt>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.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART VI, SECTION B, LINE 12C:</FormAndLineReferenceDesc>
        <ExplanationTxt>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.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART VI, SECTION B, LINE 15:</FormAndLineReferenceDesc>
        <ExplanationTxt>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.</ExplanationTxt>
      </SupplementalInformationDetail>
      <SupplementalInformationDetail>
        <FormAndLineReferenceDesc>FORM 990, PART VI, SECTION C, LINE 19:</FormAndLineReferenceDesc>
        <ExplanationTxt>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.</ExplanationTxt>
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