2012-08-13T14:18:50-05:00 2011-12-31 363990892 Capin Crouse LLP 972 Emerson Parkway Suite A Greenwood IN 46143 990 2011-01-01 953402002 Joni and Friends JONI 8187075664 30009 Ladyface Ct Agoura Hills CA 91301 Billy C Burnett 8187075664 2012-08-13 David C Moja P00747006 3178852620 2011 2016-02-24 21:20:13Z Neil Douglas Mazza 30009 Ladyface Ct Agoura Hills CA 91301 19511233 0 X www.joniandfriends.org X 1979 CA To communicate the gospel and equip Christ-Honoring Churches world wide to evangelize and disciple 15 13 153 1850 0 0 16732361 16724435 1616237 1758579 38276 56235 95954 339822 18482828 18879071 3411854 2484558 0 0 6520264 7047328 0 0 2346097 7383497 8378292 17315615 17910178 1167213 968893 21684805 22936564 637914 922521 21046891 22014043 X To communicate the gospel and equip Christ-Honoring Churches worldwide to evangelize and disciple people affected by disability. 0 0 6046051 2020535 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 in country partnerships. 3537789 358257 1123431 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. 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 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. 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. 2520795 105766 703080 The Christian Institute on Disability 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 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, 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. Team MEDTeam MED sends professional teams around the world to address the healthcare and personal needs of people with disabilities. Joni and Friends recruits doctors, dentists, optometrists and rehab specialists, who volunteer their time to equip our international partners as they care for people with disabilities in their local areas. Our medical experts share the love of Christ with patients and connect them to churches in their community. Total Access Total Access empowers churches in nations around the world to make schools, homes, and hospitals more accessible to people with physical disabilities. Our vision is to partner with churches, ministries and individuals in the U.S. by putting together small teams of construction professionals and support people. These teams labor alongside our International Partners to build ramps, widen doorways, and do other projects for people using wheelchairs, walkers and canes. Teams also give out Bibles and devotional materials, while in-country partner churches handle the evangelism and follow-up. 6337 5596 Special Delivery - A simple way to share the love of Christ with people affected by disability. 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. 256702 75489 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. 907873 8843 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. 917566 181962 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.In 2010 the IRS changed the instructions to specifically state that donated broadcast airtime is considered a donated service and the value of such contributions should be omitted from Form 990 reporting even though these amounts are required to be reported by generally accepted accounting principles. If the amounts were included in this form, expenses for this program services activity would increase by $6,067,164. 2088478 271890 14193113 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 62 0 1 153 1 0 0 0 0 0 0 0 0 0 0 X 15 13 1 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 X Perry Schmidt 8187075664 30009 Ladyface Court Agoura Hills CA 91377 Joni Eareckson Tada 40.00 X X 139031 0 535 Gregory B Wood 1.00 X X 0 0 0 Carol Pollock 1.00 X X 0 0 0 Rev D Cordell Brown 1.00 X X 0 0 0 Carin Amaradio 1.00 X 0 0 0 Robin Jones 1.00 X 0 0 0 Lynn Guerin 1.00 X 0 0 0 Ann Furrow 1.00 X 0 0 0 Rev Michael Beates 1.00 X 0 0 0 Jan S van den Bosch 1.00 X 0 0 0 Ron Regenstreif 1.00 X 0 0 0 John Nugent 1.00 X 0 0 0 Jeffrey Morris 1.00 X 0 0 0 Terry Winkler MD 1.00 X 0 0 0 Ken Tada 15.00 X 16289 0 0 Neil Douglas Mazza 40.00 X 201232 0 7971 Billy C Burnett 40.00 X 79315 0 59542 Lorraine Mazza 40.00 X 119254 0 7971 555121 0 76019 3 0 1 0 IDMI 490 White Pond Dr Akron OH 44320 Data Processing 185073 Reflective Productions 2060 Ave De Arboles Thousand Oaks CA 91362 TV Production 123738 Pyro Pictures 1126 SW 21st St Boca Raton FL 33486 TV Production 115000 3 22904 16701531 2907541 16724435 Tuition & Registration 624100 1731189 1731189 Other Income 900099 27390 27390 1758579 56235 56235 352481 352481 0 0 619503 279681 339822 339822 18879071 2098401 0 56235 X 71292 71292 110600 110600 2302666 2302666 525915 380450 126759 18706 132873 107450 5970 19453 5404218 4206082 574817 623319 557842 470279 20747 66816 426480 332654 46913 46913 70169 70169 35030 35030 708999 427078 120451 161470 88858 7751 81107 740625 531385 183062 26178 31280 26275 2815 2190 318643 284032 12306 22305 2485142 2406379 38996 39767 1034041 823719 1994 208328 810 810 747197 627645 67248 52304 87258 73849 7945 5464 Postage & Shipping 1200383 911502 19650 269231 Production 829857 99776 27535 702546 17910178 14193113 1370968 2346097 4594648 6324671 300212 323878 3752282 3545966 134338 135273 15203686 2837934 12678320 12365752 225005 241024 21684805 22936564 637914 860140 0 62381 637914 922521 X 16667134 16833862 4156257 4946681 223500 233500 21046891 22014043 21684805 22936564 X 968893 -1741 X X 0 1 1 X 0 X 17268714 15885466 16725678 16732361 16724435 83336654 17268714 15885466 16725678 16732361 16724435 83336654 1278427 82058227 55555 61810 42008 40045 56235 255653 83592307 8009822 0.98160 0.97930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225005 10000 7760 242765 223500 1505 225005 223500 223500 0.04000 0.96000 0 0 3400000 3400000 9026560 1068037 7958523 1730822 1122750 608072 1046304 647147 399157 12365752 Capital Lease 62381 62381 18879071 17910178 968893 -1741 -1741 967152 25224175 -1741 6067164 6065423 19158752 -279681 -279681 18879071 24257023 6067164 279681 6346845 17910178 0 17910178 Description of Intended Use of Endowment Funds: 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 donor approval. Part XII, Line 4b - Other Adjustments: Cost of goods sold reported on Part VIII, Line 10b -279,681. Part XIII, Line 2d - Other Adjustments: Cost of goods sold reported on Part VIII, Line 10b 279,681. 1 Central America and the Caribbean - 0 0 Program Services Wheelchair distribution 415525 East Asia and the Pacific - 0 0 Program ServicesPROGRAM SERVICES Wheelchair distribution 100299 Europe (Including Iceland & Greenland) - 0 0 Program Services Wheelchair distribution 100456 Middle East and North Africa - 0 0 Program Services Wheelchair distribution 57313 South America - Argentina, Bolivia, 0 0 Program Services Wheelchair distribution 272241 South Asia - Afghanistan, Bangladesh, 0 0 Program Services Wheelchair distribution 128956 Sub-Saharan Africa - Angola, 0 0 Program Services Wheelchair distribution 200598 North America - Canada and Mexico, but 0 0 Program Services Wheelchair distribution 157613 Sub-Saharan Africa - Angola, 0 0 Program Services Internship 48295 South Asia - Afghanistan, Bangladesh, 0 0 Program Services Internship 16908 Europe (Including Iceland & Greenland) - 0 0 Program Services Internship 56485 Central America and the Caribbean - 0 0 Program Services International Family Retreat 63957 North America - Canada and Mexico, but 0 0 Program Services International Family Retreat 19809 Europe (Including Iceland & Greenland) - 0 0 Program Services International Family Retreat 43161 Sub-Saharan Africa - Angola, 0 0 Program Services International Family Retreat 92425 South America - Argentina, Bolivia, 0 0 Program Service International Family Retreat and Conferences 11590 South Asia - Afghanistan, Bangladesh, 0 0 Program Services International Family Retreat 16724 East Asia and the Pacific - 0 0 Program Services International Family Retreat 62500 Middle East and North Africa - 0 0 Program Services Conferences 8500 East Asia and the Pacific - 0 0 Program Services Conferences 95600 Central America and the Caribbean - 0 0 Grants to Recipients 676104 East Asia and the Pacific - 0 0 Grants to Recipients 168632 Europe (Including Iceland & Greenland) - 0 0 Grants to Recipients 165480 Middle East and North Africa - 0 0 Grants to Recipients 85104 South America - Argentina, Bolivia, 0 0 Grants to Recipients 427884 South Asia - Afghanistan, Bangladesh, 0 0 Grants to Recipients 204616 Sub-Saharan Africa - Angola, 0 0 Grants to Recipients 324656 North America - Canada and Mexico, but 0 0 Grants to Recipients 250190 0 0 0 0 0 0 1433001 2838620 4271621 Wheelchair distribution Central America and the Caribbean - 1350 676104 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution East Asia and the Pacific - 375 168632 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Europe (Including Iceland & Greenland) - 406 165480 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Middle East and North Africa - 182 85104 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South America - Argentina, Bolivia, 980 427884 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution South Asia - Afghanistan, Bangladesh, 390 204616 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution Sub-Saharan Africa - Angola, 690 324656 Refurbished Wheelchairs distributed to disabled individuals FMV Wheelchair distribution North America - Canada and Mexico, but 206 250190 Refurbished Wheelchairs distributed to disabled individuals FMV 0 0 0 0 0 0 Procedure for Monitoring Grants Outside the U.S.: Schedule F, 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. Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: Actual expenditures posted to our books and records in accordance with GAAP. 1 X Assistance for disabled individuals 47 110600 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Joni and Friends Christian Fund for Disabled accepts applications for grant up to $5,000 per request. Quarterly senior management at Joni and Friends convenes and reviews each application. Grant awards are based on the specific needs of the individual with guidelines established in Christian Fund for the Disabled policies. X X 0 1 X X X 0 0 0 0 0 0 0 0 0 Neil Douglas Mazza 201232 0 0 0 0 0 0 0 7971 0 209203 0 0 0 Part I, Line 1a Joni and Friends have staff members provide personal services to Joni Earecksen 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 Earecksen 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 132873 W-2 Wages 0 X 15 92070 FMV-Similar Asset Sales X Wheelchairs 6887 2719517 Formula based on FMV X Materials 134 95954 Cost 0 0 1 1 Third Party Use: Part I, Line 32b: If a vehicle is donated we use a 3rd party to facilitate the transaction. We had no vehicle donations in 2011. Form 990, Part VI, Section A, line 2 Founder, Joni Earecksen Tada, and Board Member, Ken Tada, are married. President, N. Douglas Mazza, and Managing Director of Development, Lorraine Mazza, are married. 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 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. Form 990, Part VI, Section B, line 15 The Compensation Committee of the Board of Directors reviews the salary of all top management officials. 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. Donated Radio Air Time: Form 990, Part IX: In 2010, the IRS has changed the instructions to specifically state that donated broadcast airtime is considered a donated service and the value of such contributions should be omitted from Form 990 reporting even though these amounts are required to be reported by generally accepted accounting principles. Thus, the value of these contributions are properly included in the audited financial statements of Joni and Friends in revenues and program expenses. Historically, Joni and Friends has included the value of donated broadcast airtime in the organization's Form 990. We believe this shows the reader a more complete and accurate picture of the financial activities of the organization for the year. Nevertheless, because of the IRS' specific 2010 requirements, contributions of donated broadcast airtime have not been reported as contribution revenue on Form 990, Part VIII, Line 1c. Correspondingly, the associated program expenses have not been reported in Form 990, Part IX, Column B. (You will find the reconciliation of the audited financial statements to Form 990 on Schedule D, Parts XII and XIII, where these differences are enumerated.) If the amounts were included on Form 990, Program Service expenses (Form 990, Part IX, Column B) would increase by $6,067,164. In addition, revenues (Part VIII, Line 1c) would increase by the same amount. More important to readers of Form 990, the functional expense percentages (as reported in the audited financial statements) should be as follows: PROGRAM SERVICE EXPENSES - 84.8% MANAGEMENT AND GENERAL EXPENSES - 5.6% FUNDRAISING EXPENSES - 9.6% Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -1,741. Audit Oversight & Selection of Independent Accountant: Form 990, Part XI, Line 2c: The organization did not change its oversight or selection process during the tax year.