2025-04-24T10:47:27-05:00 2024-06-30 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2023-07-01 941415287 THE ARC SAN FRANCISCO % KRISTEN PEDERSEN ARCS 4152557200 1500 HOWARD STREET SAN FRANCISCO CA 94103 KRISTEN HICKEY PEDERSEN EXECUTIVE DIRECTOR 4152557200 2025-05-15 true true RICHARD L RUVELSON P00234075 9492612808 2023 2025-03-06 01:10:19Z KRISTEN HICKEY PEDERSEN 1500 HOWARD STREET SAN FRANCISCO CA 94103 15292842 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 15 15 235 48 0 0 10946812 11750486 382158 419831 -4591 421495 166129 155169 11490508 12746981 0 0 0 0 10753281 10642826 0 0 1142194 3070818 3176602 13824099 13819428 -2333591 -1072447 17689828 16981789 4567262 4174310 13122566 12807479 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 9173022 79396 SEE SCHEDULE O 1591848 340435 SEE SCHEDULE O 1582299 48384 SEE SCHEDULE O 12347169 true true 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 27 0 true 235 true false false false false false false false false false false false false X 15 15 false false false false true true true true true false false true true true true true true true true false CA X KRISTEN PEDERSEN 4152557200 1500 HOWARD STREET SAN FRANCISCO CA 94103 KRISTEN HICKEY PEDERSEN EXECUTIVE DIRECTOR 37.5 0.0 X 195842 0 12000 ESTHER LANDAU SENIOR DIRECTOR OF ADVANCEMENT 37.5 0.0 X 159649 0 38037 NORIKO BAZELEY DIR. OF FINANCE thru 9/15/23 37.5 0.0 X 151646 0 41676 JENNIFER DRESEN SENIOR DIRECTOR OF PROGRAM 37.5 0.0 X 122995 0 45797 Virginia Wan Nogueira Dir. Intake & Quality Assuranc 37.5 0.0 X 128585 0 14400 Vernae Gallaread DIRECTOR 2.0 0.0 X 6203 0 0 Catherine Nichols Vice-Chair 2.0 0.0 X 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-Past 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 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-Past 2.0 0.0 X X 0 0 0 Sara Desumala DIRECTOR 2.0 0.0 X 0 0 0 Brian Hamilton DIRECTOR 2.0 0.0 X 0 0 0 kumar ramamurthy DIRECTOR 2.0 0.0 X 0 0 0 Christine Totah Director 2.0 0.0 X 0 0 0 764920 0 151910 5 false true false 0 845862 10904624 11750486 RENTAL INCOME 532000 340435 340435 CONTRACTS REVENUE 561300 79396 79396 419831 268465 268465 0 0 0 0 0 2623552 2470522 153030 153030 153030 182124 75339 106785 106785 0 0 0 0 0 0 OTHER REVENUE 561300 48384 48384 48384 12746981 468215 528280 0 0 0 0 427593 397314 7410 22869 0 7911675 7369779 80714 461182 98140 91418 1001 5721 1586960 1478264 16190 92506 618458 576098 6309 36051 0 15677 11307 1113 3257 113580 81922 8062 23596 0 0 0 1270483 916362 90182 263939 0 356895 202697 16718 137480 0 0 445094 400833 30082 14179 0 0 27192 21620 2178 3394 96452 84115 9318 3019 0 256701 227426 22111 7164 89036 77647 8602 2787 COMMUNICATIONS 204824 172053 17489 15282 TRANSPORTATION 90480 89715 44 721 DUES 97195 80736 7382 9077 RENT & MAINTENANCE 16047 16013 34 96946 51850 5126 39970 13819428 12347169 330065 1142194 48256 201068 307049 196782 411904 577510 972064 1127473 0 0 0 0 0 0 0 0 107534 55616 7658980 3421346 4482874 4237634 6150184 5040468 0 0 0 0 0 0 5209963 5545238 17689828 16981789 475121 442313 0 0 0 0 0 0 0 0 0 0 2917838 2719767 0 0 1174303 1012230 4567262 4174310 X 8026436 7647087 5096130 5160392 13122566 12807479 17689828 16981789 -1072447 757360 X false true X true false X 11032613 13330506 11174993 10946812 11750486 58235410 0 0 11032613 13330506 11174993 10946812 11750486 58235410 0 58235410 140512 124382 243559 268276 268465 1045194 0 74836 86186 76001 84597 48384 370004 59650608 2408929 0.97628 0.97790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4746132 100000 542629 192217 36152 5160392 4305395 200000 461067 189000 31330 4746132 4932998 -536433 91170 4305395 2363820 2000000 620102 50924 4932998 2414713 40852 91745 2363820 1.00000 false false 3020660 3020660 1787393 1249778 537615 1621832 1094892 526940 1229095 1076676 152419 4237634 RESTRICTED ENDOWMENT 5037698 RELATED PARTY LT 149688 OTHER ASSETS 54103 INVESTMENT IN PARTNERSHIP 12883 LONG TERM DEPOSIT 12676 RIGHT OF USE ASSETS 278190 5545238 0 ACCRUED COMPENSATED ABSENCES 453517 ACCURED INTEREST PAYABLE 236539 DEPOSITS 20000 LEASE LIABILITY 302174 1012230 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 statements of activities. The Organization does not have any uncertain tax positions at June 30, 2024. 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, 2024 and 2023, the Organization has not included any income tax provisions, including interest and penalties, in the consolidated financial statements. ARC ANGEL BREAK 148851 148851 70232 BAC Work / Life 33274 33274 5107 0 182125 182125 75339 75339 106786 X X true false false false false false false false false KRISTEN HICKEY PEDERSEN EXECUTIVE DIRECTOR 190842 0 5000 0 0 0 12000 0 0 0 207842 0 0 0 ESTHER LANDAU SENIOR DIRECTOR OF ADVANCEMENT 159649 0 0 0 0 0 24000 0 14037 0 197686 0 0 0 NORIKO BAZELEY DIR. OF FINANCE thru 9/15/23 99321 0 0 0 52325 0 30000 0 11676 0 193322 0 0 0 JENNIFER DRESEN SENIOR DIRECTOR OF PROGRAM 122995 0 0 0 0 0 30000 0 15797 0 168792 0 0 0 Form 990, Sch J, Line 4a: NORIKO BAZELEY received severance amount of $52,325 in the fiscal year ending 6.30.2024. JANE DIAZ DIRECTOR 0 Client Support SARA DESUMALA CLIENT ADVISORY COMMITTEE 0 Client Support VERNAE GALLAREAD DIRECTOR, EMPLOYEE & CLIENT OF THE ARC 6203 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 San Francisco's Lifelong Learning team continued their comprehensive onsite services during 2023 and 2024 while ensuring a broad array of remote and hybrid services for individuals preferring to be served from home. 80% of our classes now offer hybrid or online formats, providing a versatile mix of in-person and remote learning options to accommodate diverse preferences. To adapt our programming to the wants and needs of our client base, Lifelong Learning conducted our Participant Survey in 2024, receiving an overwhelming response: 149 insightful contributions from 422 participants, resulting in an impressive 35% response rate. This invaluable feedback directs our efforts in refining and enhancing our services to better serve our community. In response to participants' needs, we offer six participant-led courses to meet their expressed interests. In addition to our daytime services, The Arc San Francisco received approval for the "vendorization" of our existing Social & Recreation program, ensuring that the 81 clients who attended in 2023 and 2024 can continue benefitting from opportunities to build peer relationships and inclusion in our community. Our remote team facilitated 24 unique learning classes weekly, providing continued engagement to 27 Tailored Day Services participants through consistent and high-quality programming. Our arts program supported the creation of four short films for the first-ever ArtReach Film Festival, which was attended by over 50 people. We also helped clients submit their work to three major exhibitions-Disability Arts Showcase, WAVE Collective, and Root Division. Additionally, our efforts contributed to clients earning $5,274 in art sales through pop-ups and corporate events. 42 Adult students attending classes Over 129 Classes and activities offered, 100 of them online or hybrid 414 Unique visitors to The Hub 309 Participants receiving services on campus 81 clients attending Social & Recreation activities Employment Services Employment Services continued to provide Job Development, Employment/Internship 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, as well as creating new partnerships, e.g.- Salluhall, Buffalo Wild Wings, and AX9 Security. We continue to look for new internship opportunities in addition to our long-standing internship at California Academy of Sciences. We started an in-house internship with the Arc Cafe/facilities, which has had a total of eight rotating interns learning customer service, managerial, administrative, and teamwork skills in addition to other employable skills. We also had a pilot internship in Marin County with the Indian Valley Organic Farm and Garden, which included four interns who learned various agricultural and gardening skills in addition to teamwork skills. We have also had positive conversations with previous internship/employment partners, e.g., SFMOMA and Deloitte about restarting our partnership. 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. 198 Employed and in career development 79 Employer partners 14 Interns 11 Graduates 2 New Employer Partners 60% of placements in fiscal year 2023-2024 are in food service and customer service. 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. 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, helped 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. The Arc reconnected with the Mercy Housing management team 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. The Arc and Bill Sorro teams met to re-establish The Arc's role. There were some trials with classes and onsite support for community resources not accessed by tenants. As a result, The Arc opted to end our role as an onsite resource; however, we are still connected with Bill Sorro with our shared participants/tenants and remain as needed resource for Bill Sorro. We are the Bill Sorro Apartment management team when called upon. The Arc Residential Team continued to serve our participants in SLS/ILS throughout 2024. 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 is currently serving 25 participants in Independent/Supported Living Skills services and housing advocacy. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: 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 18 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). 140 HEALTH ADVOCACY SERVICES PARTICIPANTS 13,093 HEALTH CARE CASE MANAGEMENT HOURS 39 INTERVENTIONS: 9 EMERGENCY ROOM; 30 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. THE ARC APARTMENTS LP 1500 HOWARD STREET San Francisco CA 94103 943318564 REAL ESTATE CA NA RENTALS 431880 2902636 false true 1.00000 false false false true false false false false false true true true false false false false false false false THE ARC APARTMENTS LP D 0 THE ARC APARTMENTS LP J 0 THE ARC APARTMENTS LP K 0 THE ARC APARTMENTS LP L 0