2016-11-15T07:53:49-06:00 2015-12-31 363990892 Capin Crouse LLP 3010 Saturn Street Suite 205 Brea CA 92821 990 2015-01-01 953402002 Joni and Friends JONI 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 Billy C Burnett Executive VP and CFO 8187075664 2016-11-15 1 David C Moja P00747006 7149619300 2015 2017-02-10 21:41:12Z Neil Douglas Mazza 30009 Ladyface Ct Agoura Hills CA 91301 25038117 0 X www.joniandfriends.org X 1979 CA To communicate the Gospel, equip churches, and disciple people affected by disabilities. 15 14 162 6751 0 0 21523066 22034808 2269768 2498549 71111 39605 352486 362664 24216431 24935626 4723820 5804368 0 0 9023828 9370485 0 0 3027788 9634856 10126241 23382504 25301094 833927 -365468 25000584 24476669 1170745 1012298 23829839 23464371 X To communicate the gospel and equip Christ-Honoring Churches worldwide to evangelize and disciple people affected by disability. 0 0 12127653 5804368 1987340 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. Inmates then restore the wheelchairs to like-new condition in correctional facilities across the United States. Joni and Friends wheelchair deliveries are always accompanied by volunteer teams of disability service providers who specially fit each wheelchair to the recipient with no church or religious affiliation required. Every chair recipient will receive a Bible in his/her own language and an offer to discuss the Bible and receive prayer. The Gospel is lovingly shared with recipients, family members, and friends by local pastors. Joni and Friends partners with disability ministries in select countries on a permanent basis, which is key to the lasting presence and impact of a wheelchair outreach. This long-term relationship is achieved through strategic country partnerships. 3880227 146134 The Christian Institute on Disability will educate and train a new generation of students, 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 Degrees - 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, ministry training at a Joni and Friends office, and/or international outreach opportunities. Public Policy: Shaping culture with a Biblical world view on issues concerning the sanctity of human life. The Joni and Friends Public Policy Center publishes two journals per year relating to disability ministry. 3741744 726390 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 them overcome the daily challenges of life with a disability. Dozens of organizations offer camps ranging from a few days to eight weeks for children, teens, and adults with various disabilities. However, Joni and Friends knows of no other organization that provides the special opportunity for entire families to attend a retreat together where each person -- able bodied and disabled -- receives love, attention, and personally fulfilling activities while the family also receives rejuvenating rest, attends informative sessions, spends time with each other, and has opportunities to grow in their faith in Christ.Wounded Warrior GetawayThe Wounded Warrior Getaway serves soldiers that have returned 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. International Family RetreatThe Joni and Friends International Family Retreats are modeled after our National Family Retreats, but are modified to reflect the culture of the host community. Through culturally relevant and sensitive International Family Retreats, families affected by disability find a safe place to receive Christian counsel, encouragement, information and resources to help with the daily challenges of life with a disability. This program is strengthening the foundation of the family unit and is touching one of the world's largest unreached populations - people affected by disability. 398737 22 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. 194304 60 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. 49090 1267 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. 22531 Special Delivery - Showing the love of God in a practical way. Gift packages of hope and encouragement are delivered by volunteer teams to hospitalized, homebound, and institutionalized children and adults. A Special Delivery conveys the community spirit that a person who has a disability has not been forgotten. Typically, every Special Delivery package includes a Joni book and a Bible, often in disability-friendly format; such as large print, Braille, or audio; or in a foreign language. 664662 1349 20414286 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 91 0 1 162 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 0 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 X Godfrey Mubiru 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 Joni Eareckson Tada Founder/CEO 40.00 X X 197710 0 10151 John Nugent Board Chairman 1.00 X X 0 0 0 Carol Pollock Director/Secretary 1.00 X X 0 0 0 Ron Regenstreif Director/Treasurer 1.00 X X 0 0 0 Rev D Cordell Brown Director 1.00 X 0 0 0 Gregory B Wood Director 1.00 X 0 0 0 Carin Amaradio 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 Neil Douglas Mazza President 40.00 X 219851 0 40467 Billy C Burnett Executive VP/CFO 39.00 1.00 X 94384 0 88179 Lorraine Mazza Vice President of Developm 39.00 1.00 X 142153 0 23803 Marc Stein Vice President, Field Serv 40.00 X 121238 0 24203 Charles McPadden Director of Information Te 40.00 X 108144 0 16330 883480 0 203133 5 0 1 0 Montage 30801 S Coast Highway Laguna Beach CA 90651 Hotel Services Presidents Retreat 384179 Spruce Lake Retreat 5389 Route 447 Canadensis PA 18325 Family Retreat 194584 Twin Rocks Friends Camp PO Box 6 Rockaway Beach OR 97136 Family Retreat 106987 Maranatha Bible and Missionary 4759 Lake Harbor Rd Muskegon MI 49441 Family Retreat 100230 4 362754 21672054 4620139 22034808 Tuition & Registration 624100 2491593 2491593 Other Income 900099 6956 6956 2498549 39605 39605 465155 102491 362664 362664 24935626 2861213 0 39605 1327835 1327835 4476533 4476533 670775 372733 154496 143546 7168913 5404098 878019 886796 967656 740602 112439 114615 563141 416725 73208 73208 33945 33945 36645 36645 1610673 1174854 142178 293641 149613 13736 135877 642624 370238 255054 17332 318840 277341 22479 19020 387014 345425 14498 27091 1267967 1233937 10858 23172 803537 354604 448933 4097 4097 552369 463990 49713 38666 155654 131039 14057 10558 Family Retreat Center 1916319 1916319 Printing, Photography, 801217 271886 10608 518723 Postage and Shipping 717503 428948 19403 269152 Resource Materials Evan 506653 501586 5067 221571 205593 8520 7458 25301094 20414286 1859020 3027788 6138200 6349765 3297460 3827184 2471410 2825427 519301 124299 16354405 5004411 11822180 11349994 752033 25000584 24476669 1114413 966809 56332 45489 1170745 1012298 X 16098505 16855487 6837189 6608884 894145 0 23829839 23464371 25000584 24476669 -365468 0 X X 0 1 X 1 0 X 16724435 18636674 18667010 21523066 22034808 97585993 16724435 18636674 18667010 21523066 22034808 97585993 3477884 94108109 56235 57948 54215 71111 39605 279114 97865107 13407425 0.96160 0.96810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 912678 3166629 590564 161 4669710 244824 660645 7208 912678 256358 -11534 244824 242765 13593 256358 225005 10000 7760 242765 0.02000 0.98000 0 1 1 3400000 3400000 9026560 1970693 7055867 2877914 2066067 811847 1049931 967651 82280 11349994 Capital Lease 45489 45489 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, 2015 and 2014, 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. 0 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Grants to Recipients 1203241 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Grants to Recipients 390220 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grants to Recipients 526294 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Grants to Recipients 395010 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Grants to Recipients 814612 North America - Canada and Mexico, but but not the United States 0 0 Grants to Recipients 356315 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Grants to Recipients 468617 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Grants to Recipients 322225 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Services Wheelchair Distribution 115297 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Services Wheelchair Distribution 37391 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Services Wheelchair Distribution 50430 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Services Wheelchair Distribution 37850 North America - Canada and Mexico, but but not the United States 0 0 Program Services Wheelchair Distribution 34143 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Program Services Wheelchair Distribution 78057 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Program Services Wheelchair Distribution 44904 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 0 0 Program Services Wheelchair Distribution 30876 0 0 0 0 0 0 4476534 428948 4905482 Wheelchair distribution Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 3615 1203241 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1822 390220 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 486 526294 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 460 395010 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 959 814612 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution North America - Canada and Mexico, but but not the United States 933 356315 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 204 468617 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 984 322225 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: Actual expenditures posted to our books and records in accordance with GAAP. 1 Joni and Friends Foundation 30009 Ladyface Ct Agoura Hills CA 91301 300815226 501 (c) 3 1327835 2733865 FMV Royalty Partnership and Investment in Real Property To support Joni and Friends Foundation 1 0 Part I, Line 2: The assistance was provided to a related entity. Both entities' financial records are managed at the same location. X X X 0 1 X X X 0 0 0 0 0 0 0 0 0 Joni Eareckson Tada Founder/CEO 197710 0 0 0 0 0 9421 0 1362 0 208493 0 0 0 Neil Douglas Mazza President 219851 0 0 0 0 0 24000 0 17099 0 260950 0 0 0 Billy C Burnett Executive VP/CFO 94384 0 0 0 0 0 7980 0 73264 0 175628 0 0 0 Lorraine Mazza Vice President of Developm 142153 0 0 0 0 0 6998 0 17326 0 166477 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. Lorraine Mazza Family member 166477 Compensation 0 Ken Tada Family member 18190 Compensation 0 Neil Mazza Family member 260950 Compensation 0 Joni Eareckson Tada Family member 208493 Compensation 0 X 29 209949 FMV X Wheelchairs 12906 4377652 Formula based on FMV X Materials 0 32538 Cost 0 1 1 Part I, Line 32b: If a vehicle is donated we use a 3rd party to facilitate the transaction. Form 990, Part VI, Section B, line 11 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 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. Form 990, Part XII, Line 2c: The organization did not change its oversight or selection process during the tax year. Joni and Friends Foundation 30009 Ladyface Ct Agoura Hills CA 91301 300815226 Support Joni and Friends CA 501 c 3 Type I 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 Joni and Friends