2017-09-27T10:14:53-05:00 2016-12-31 363990892 Capin Crouse LLP 3010 Saturn Street Suite 205 Brea CA 92821 990 2016-01-01 953402002 Joni and Friends JONI 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 Laura Pulido Executive VP and CFO 8187075664 2017-09-27 1 Francis K Brown II P00465640 7149619300 173.240.105.108 2017-09-27 09:14:46 MD P 0A8D4A7AB6990F5A377896F69D79DCC293D9BAA9 40D8E578998C630A575E14F9C1D0AFD01746A6CA 2016 2021-01-29 14:40:06Z Neil Douglas Mazza 30009 Ladyface Ct Agoura Hills CA 91301 25850024 0 X www.joniandfriends.org X 1979 CA To communicate the Gospel, equip churches, and disciple people affected by disabilities. 15 13 173 6073 0 0 22034808 22260502 2498549 2377598 39605 31358 362664 312395 24935626 24981853 5804368 4384791 0 0 9370485 10287901 0 0 2996040 10126241 10337250 25301094 25009942 -365468 -28089 24476669 24588197 1012298 1151915 23464371 23436282 X To communicate the gospel and equip Christ-Honoring Churches worldwide to evangelize and disciple people affected by disability. 0 0 12285887 4325363 1022780 Joni and Friends' Wheels for the World program provides a free wheelchair, along with the Gospel of Jesus Christ to people affected by disability worldwide. Joni and Friends volunteers collect used but restorable wheelchairs from across the U.S. The wheelchairs are then shipped to correctional facilities where inmates have been trained and equipped to restore the wheelchairs to like-new condition. Joni and Friends volunteer teams of disability service providers specially fit each wheelchair to the recipient with no church or religious affiliation required. Every wheelchair recipient will receive a Bible in his or her own language and an offer to receive prayer. Joni and Friends partners with disability ministries in select countries on a permanent basis.Long-term relationships are achieved through strategic in country partnerships. Since 1994, Joni and Friends Wheels for the World program has delivered over 144,000 wheelchairs and Bibles to people in desperate need in 105 countries. Each wheelchair recipient receives a personalized wheelchair fitting and a Bible in their own language. 3572503 59428 1426068 Joni and Friends Family Retreats provide a unique service to families caring for a disabled family member by providing a safe place for families affected by disability to receive Christian counsel, encouragement, and resources to help with the daily challenges of life with a disability. Having a family member with a disability means facing unusually high rates of stress, financial trials, depression, and divorce. Joni and Friends Family Retreat program is building stronger families and paving the way to reach more people with the Gospel of Jesus. Joni and Friends knows of no other organization that provides the special opportunity for entire families to attend a week-long retreat together, no matter the disability. Joni and Friends Family Retreat program has provided encouragement and resources for over 14,000 families affected by disability since 1991, and Joni and Friends has hosted over 100 International Family Retreats since 2006.Wounded Warrior GetawayThe Wounded Warrior Getaway has been specifically designed to serve the growing number of soldiers returning home from service in Afghanistan or Iraq with life-altering disabilities. Their marriages and families are in crisis due to the consequences of a sudden disability. At the Warrior Getaway, families are strengthened and care-givers (parents and/or spouses) receive the support and resources they need. Long-term benefits from the Warriors Getaway include: healed marriages, and soldiers that speak of new-found hope and ability to handle their new situation in life. To honor these men and women and their service to our country, the cost for attending the Warrior Getaway is 100% sponsored for each warrior and their family. 3110317 240551 The Christian Institute on Disability (CID) will educate and train a new generation of pastors and lay leaders in the importance of disability ministry. The CID includes the following components: Education and Training: Degree programs - from undergraduate through Master's Degree - and course work designed to equip a new generation of leaders for effective disability ministry. Internship program: Offering various training opportunities including: a certificate program in disability ministry, hands-on training at a Family Retreat, and/or ministry training at a Joni and Friends office. Public Policy: Shaping culture with a Biblical world view on issues concerning the sanctity of human life.The Christian Institute on Disability is educating and training a new generation of pastors and lay leaders in the importance of disability ministry. The CID includes the following components: Education and Training: Degree programs - from undergraduate through Master's Degree - and course work designed to equip a new generation of leaders for effective disability ministry through approximately 14 universities and seminaries in the U.S. and internationally. In 2017, the Cause 4 Life Global Missions and Internship Program is offering three to eight-week events for over 100 college students and young professionals who are eager to serve the disabled and marginalized. Each event includes both classroom education and hands-on ministry service through Joni and Friends Family Retreats and global missions outreach trips. 388562 Joni and Friends Television Series - highlights an unusually open and honest approach to tough questions about the goodness of God in a world shattered by pain and suffering. Joni and Friends Television Series is a 30-minute program carried on National Religious Broadcasting Network, and Trinity Broadcasting Network over its 33 satellites globally, as well as on the internet and cable systems around the world. Our audience continues to grow through an increasing number of local broadcasters and regional networks throughout the U.S. and abroad.Joni and Friends Radio Program: an inspirational program covering a wide range of topics with a Biblical perspective. The radio show has two formats, a five-minute broadcast, and a one-minute broadcast. These programs are carried worldwide on over 1,200 outlets and are heard by over one million people daily. 289835 164 Resource Department - receiving over 1,000 emails, phone calls and letters per month from people around the world needing hope and practical assistance with a personal touch. Connecting people with local churches and sending resource material. 137751 430 Church Relations - to equip, train and mobilize the Church in meaningful ways to serve people affected by disability. Joni and Friends trains churches to become disability-sensitive and develop ongoing disability ministries within the church and the community. 816148 594 19784855 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 98 0 1 173 1 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ CO CT FL GA IL KS KY MD MA MN NH NM NY NC OR PA SC TN VA WA WV WI X X Godfrey Mubiru 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 X Joni Eareckson Tada Founder/CEO 40.00 X X 207376 0 630 John Nugent Board Chairman 1.00 X X 0 0 0 Carin Amaradio Director/Secretary 1.00 X X 0 0 0 Ron Regenstreif Director/Treasurer 1.00 1.00 X X 0 0 0 Neil Douglas Mazza President 40.00 X X 224854 0 11540 Carol Pollock Director 4.00 X 0 0 0 Gregory B Wood Director 1.00 X 0 0 0 Eric Boles Director 1.00 X 0 0 0 Robin Jones Director 1.00 X 0 0 0 Lynn Guerin Director 1.00 X 0 0 0 Ann Furrow Director 1.00 X 0 0 0 Rev Michael Beates Director 1.00 X 0 0 0 Jan S van den Bosch Director 1.00 X 0 0 0 Jeffrey Morris Director 1.00 X 0 0 0 Peter Schulze Director 1.00 X 0 0 0 Billy C Burnett Executive VP/CFO 39.00 1.00 X 92280 0 88870 Lorraine Mazza VP, Development 39.00 1.00 X 146042 0 11540 Marc Stein VP, Field Services 40.00 X 124907 0 11540 Charles McPadden Dir. of IT 40.00 X 115148 0 11539 910607 0 135659 5 0 1 0 Airplus International Inc 225 Reinekers Ln Ste 500 Alexandria VA 22314 Airfare billing/service 460619 Custom Printing 2001 Cabot Pl Oxnard CA 93030 Printing services 410909 Montage Laguna Beach 30801 S Coast Hwy Laguna Beach CA 90651 Lodging, Catering, Conference services 398068 Spruce Lake Retreat 5389 Rte 447 Canadensis PA 18325 Lodging, Catering, Conference services 360157 Camp Allen 18800 FM 362 Navasota TX 77868 Lodging, Catering, Conference services 311635 13 684037 21576465 5386632 22260502 Tuition & Registration 624100 2373514 2373514 Other Revenue 900099 4084 4084 2377598 31358 31358 680024 680024 0 0 500542 188147 312395 312395 24981853 2689993 0 31358 59428 59428 4325363 4325363 627383 464263 81560 81560 18190 18190 7725793 5706681 1012335 1006777 188217 144957 18851 24409 1116885 863280 108794 144811 611433 451080 81109 79244 47019 47019 77757 77757 1086423 792933 121688 171802 168441 9045 159396 452936 278728 159348 14860 652230 297397 334084 20749 438681 387108 21330 30243 1258588 1226026 12139 20423 1120889 691372 3430 426087 4300 4300 543987 456949 48959 38079 161647 135545 14807 11295 Family Retreat Center 1980634 1980634 Printing, Photography, 742788 240711 9841 492236 Postage and Shipping 691613 401728 19536 270349 Evangelical materials 418653 414466 4187 490664 448016 38928 3720 25009942 19784855 2229047 2996040 6349765 6809004 3827184 3669267 2825427 2987816 124299 138855 16531653 5548398 11349994 10983255 24476669 24588197 966809 1113703 45489 38212 1012298 1151915 X 16855487 15642212 6608884 7794070 23464371 23436282 24476669 24588197 -28089 0 X X 0 1 X 1 0 X 18636674 18667010 21523066 22034808 22260502 103122060 18636674 18667010 21523066 22034808 22260502 103122060 4135797 98986263 57948 54215 71111 39605 31358 254237 103376297 13907483 0.95750 0.96160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4669710 -1636849 3032861 912678 3166629 590564 161 4669710 244824 660645 7208 912678 256358 -11534 244824 242765 13593 256358 0.31430 0.43750 0.24820 0 1 1 3400000 3400000 9057342 2203708 6853634 3024380 2360658 663722 1049931 984032 65899 10983255 Capital Lease 38212 38212 X Part V, Line 4: Endowment funds will be held in full, pending Board of Directors decision on allocating the funds. The endowment was provided by a donor for the intent to start an endowment. Spending the corpus would require the Board of Directors approval. Part X, Line 2: The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of December 31, 2016 and 2015, Joni and Friends had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. JAF files information tax returns in the U.S. and various states. JAF is subject to income tax examinations for the current year and certain prior years based on applicable laws and regulations. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Grants to Recipients 1320045 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Grants to Recipients 292730 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grants to Recipients 395254 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Grants to Recipients 371780 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Grants to Recipients 200561 North America - Canada and Mexico, but but not the United States 0 0 Grants to Recipients 572342 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Grants to Recipients 467746 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Grants to Recipients 704905 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services Wheelchair Distribution 122602 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Services Wheelchair Distribution 27188 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Services Wheelchair Distribution 36710 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Services Wheelchair Distribution 34530 North America - Canada and Mexico, but but not the United States 0 0 Program Services Wheelchair Distribution 53158 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Program Services Wheelchair Distribution 18628 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Program Services Wheelchair Distribution 43443 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Program Services Wheelchair Distribution 65469 0 0 0 0 0 0 4325363 401728 4727091 Wheelchair distribution Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 3825 1320045 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 848 292730 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 1145 395254 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 1077 371780 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 1658 200561 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution North America - Canada and Mexico, but but not the United States 581 572342 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 1355 467746 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 2042 704905 Refurbished Wheelchairs distributed to disabled individuals FMV 0 0 0 0 0 0 Part I, Line 2: Grant Funds are sent to established Joni and Friends network ministry partners. We have a personal and evangelical relationship with those partners. Joni and Friends establishes parameters on how the grant funds and equipment are distributed. Often Joni and Friends management staff will attend the overseas function partially underwritten by Joni and Friends grant assistance. Part I, line 3: The organization tracked expenditures in accordance with accrual basis of accounting. 0 Shepherd's College 1805 15th Ave Union Grove WI 53182 390988997 501 (c)(3) 7500 Christian fund for the disabled. 1 0 Part I, Line 2: Applicants fill out an application form, which includes an endorsing letter from a Christian church or other Christian organization and a written estimate for the item they are requesting funding for. Quarterly, our Grant Committee meets to review the requests and make their decisions. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Joni Eareckson Tada Founder/CEO 207376 0 0 0 0 0 0 0 1262 0 208638 0 0 0 Neil Douglas Mazza President 224854 0 0 0 0 0 0 0 12172 0 237026 0 0 0 Billy C Burnett Executive VP/CFO 92280 0 0 0 0 0 8230 0 81209 0 181719 0 0 0 Lorraine Mazza VP, Development 146042 0 0 0 0 0 0 0 12073 0 158115 0 0 0 Part I, Line 1a Joni and Friends have staff members provide personal services to Joni Eareckson Tada including driving, attending personal needs and other errands as needed. These services are provided during normal work week periods. These services are part of the normal tasks and duties of the staff members and are not compensated separately. These services are not included in Joni Eareckson Tada's taxable compensation. When air travel is required, Mrs. Tada flies first-class. As a quadriplegic she is physically unable to fly coach. This is not included in taxable compensation. Billy Burnett(Executive VP/CFO) received a nontaxable housing allowance. Lorraine Mazza Family member of Neil Mazza, Board President 165336 Compensation 0 Ken Tada Family member of Joni Eareckson Tada, Founder/CEO 18190 Compensation 0 X 16 680024 FMV X Wheelchairs 13494 4658043 Formula based on FMV X Materials 200 48565 Cost 0 1 0 Part I, Column (b): The number of contributions reported is the number of contributions made, not the number of items contributed. Form 990, Part VI, Section A, line 1 Joni and Friends has an executive committee that has the broad authority to act on behalf of the entire board. The executive committee is made up of the Founder/CEO, Chairman, Treasurer, and Secretary. The Committee shall keep regular minutes of its proceedings and report the same to the Board from time to time as the Board may require. Form 990, Part VI, Section B, line 11b The Form 990 is prepared and reviewed by an independent CPA firm. The return is also reviewed in detail by selected internal management. Finally, a copy of the Form 990 and supporting schedules are posted on the organizations intranet where board members may access for review and comment before filing. Form 990, Part VI, Section B, line 12c Conflict of interest policy along with disqualified persons are reviewed and signed by the Board of Directors and Officers during the spring semi-annual meeting. Any and all contracts on behalf of Joni and Friends are reviewed and signed by the Executive Vice President ensuring compliance with the conflict of interest policy concerning the Board of Director members. Disclosures for a Conflict of Interest shall be made to the President or Chair of the Board, who shall bring these matters to the attention of the Board through their Executive Committee. The Board shall then determine whether a conflict exists or, in the presence of an existing conflict, whether the contemplated transaction may be authorized as just, fair, and reasonable as to the organization. The decisions of the Board on these matters will rest in their sole discretion, and their first concern must be the welfare of Joni and Friends. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 The Compensation Committee of the Board of Directors reviews the salary of all top management officials bi-annually. Should the committee deem the need for a compensation recommendation, they will present it to the full board once a year. They use comparable data from salary surveys of other similar non-profit entities, current financial status and contemporaneous substantiation. Their recommendation is provided to the full Board for a final vote. This is documented in the minutes. Form 990, Part VI, Section C, line 19 Joni and Friends makes its governing documents, conflict of interest policy, and financial statements available upon written request. Part VII, Section A, column D and Schedule J, Part II, column B: Compensation reported in Part VII, Section A, column D and Schedule J, Part II, column B is the amount reported on the individual's W-2, box 1 or 5 (whichever amount is greater) per the IRS instructions. In the case of minister's compensation when box 5 of the W-2 is not applicable, box 1 compensation is used. Employee deferrals to qualified retirement plans are normally captured in box 5, not box 1 of Form W-2. For reporting purposes we have included the minister's retirement plan deferrals in Part VII, column F and Schedule J, Part II, column C. Form 990, Part XII, Line 2c: The organization's Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. Joni and Friends Foundation 30009 Ladyface Ct Agoura Hills CA 91301 300815226 Support Joni and Friends CA 501 (c) (3) Type I Joni and Friends 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 Joni and Friends Foundation C Joni and Friends Foundation O