Civic Intelligence

Accessing Independence

990 • Fiscal year 2015 • EIN 05-0533473

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 11, 2016

1901 Olde Homestead Lane No ALancaster, PA 17605-0485

(717) 397-1841

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

2.16x

Higher debt load relative to assets than 98% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.36x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

69th percentile

$99,407

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-8.6%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$622,346

Down $13,277 (-2.1%) from 2014

Net Assets

Down

-$721,930

Down $555,430 (-334%) from 2014

Liabilities

Up

$1,344,276

Up $542,153 (+68%) from 2014

Revenue

Down

$3,690,837

Down $347,529 (-8.6%) from 2014

Expenses

Up

$4,246,267

Up $22,464 (+0.5%) from 2014

Net Income

Down

-$555,430

Down $369,993 (-200%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2013: $763,222Liabilities 2013: $744,285Net Assets 2013: $18,9372013Assets 2014: $635,623Liabilities 2014: $802,123Net Assets 2014: -$166,5002014Assets 2015: $622,346Liabilities 2015: $1,344,276Net Assets 2015: -$721,9302015Assets 2016: $778,675Liabilities 2016: $1,997,780Net Assets 2016: -$1,219,1052016Assets 2017: $756,804Liabilities 2017: $2,331,300Net Assets 2017: -$1,574,4962017Assets 2018: $969,078Liabilities 2018: $2,811,603Net Assets 2018: -$1,842,5252018Assets 2019: $1,503,632Liabilities 2019: $3,605,304Net Assets 2019: -$2,101,6722019Assets 2020: $2,897,957Liabilities 2020: $5,101,359Net Assets 2020: -$2,203,4022020Assets 2021: $3,849,007Liabilities 2021: $6,473,571Net Assets 2021: -$2,624,5642021Assets 2022: $4,631,874Liabilities 2022: $7,573,660Net Assets 2022: -$2,941,7862022Assets 2023: $6,157,554Liabilities 2023: $9,630,035Net Assets 2023: -$3,472,4812023Assets 2024: $6,621,786Liabilities 2024: $10,614,740Net Assets 2024: -$3,992,9542024Assets 2025: $6,842,598Liabilities 2025: $11,531,163Net Assets 2025: -$4,688,5652025

Highlighted filing

2015

Assets$622,346
Liabilities$1,344,276
Net Assets-$721,930

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $1,526,362Expenses 2013: $1,507,425Net Income 2013: $18,9372013Revenue 2014: $4,038,366Expenses 2014: $4,223,803Net Income 2014: -$185,4372014Revenue 2015: $3,690,837Expenses 2015: $4,246,267Net Income 2015: -$555,4302015Revenue 2016: $3,903,582Expenses 2016: $4,400,757Net Income 2016: -$497,1752016Revenue 2017: $4,175,601Expenses 2017: $4,530,992Net Income 2017: -$355,3912017Revenue 2018: $4,464,668Expenses 2018: $4,732,697Net Income 2018: -$268,0292018Revenue 2019: $4,431,563Expenses 2019: $4,686,869Net Income 2019: -$255,3062019Revenue 2020: $4,838,298Expenses 2020: $4,940,028Net Income 2020: -$101,7302020Revenue 2021: $4,346,653Expenses 2021: $4,767,815Net Income 2021: -$421,1622021Revenue 2022: $3,704,417Expenses 2022: $4,021,639Net Income 2022: -$317,2222022Revenue 2023: $3,905,508Expenses 2023: $4,436,203Net Income 2023: -$530,6952023Revenue 2024: $4,267,138Expenses 2024: $4,787,611Net Income 2024: -$520,4732024Revenue 2025: $3,020,935Expenses 2025: $3,716,546Net Income 2025: -$695,6112025

Highlighted filing

2015

Revenue$3,690,837
Expenses$4,246,267
Net Income-$555,430
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$3,690,837
Mission and Program Overview

Mission

To enhance the independence and enrich the lives of individuals with physical and age related disabilities through a direct care services organization that provides in-home care to seniors and individuals with disabilities, as well as an adult day program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$510,875$471,046▼ $39,829
Land, Buildings, and Equipment, Net$23,207$87,338▲ $64,131
Cash and Non-Interest-Bearing Accounts$86,335$55,344▼ $30,991
Prepaid Expenses and Deferred Charges$9,456$-5,326▼ $14,782
Total Assets$635,623$622,346▼ $13,277
Other Assets Total$5,750$13,944▲ $8,194
Liabilities
Accounts Payable and Accrued Expenses$802,123$1,344,276▲ $542,153
Total Liabilities$802,123$1,344,276▲ $542,153
Net Assets / Fund Balance
Unrestricted Net Assets$-166,500$-721,930▼ $555,430
Total Net Assets Fund Balance$-166,500$-721,930▼ $555,430
Total Liabilities and Net Assets / Fund Balance$635,623$622,346▼ $13,277

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,706$108,679$136,385
Leasehold Improvements$59,632$6,110$65,742
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura DeeghanInterim Executive DirectorPT$32,374$67,033$99,407
Anthony TemplonExecutive DirectorFT$23,812-$23,812

Board Members and Trustees

NameTitle
Charles MannersChairman
Jon Walker MdVice President
Bonnie Jess LopaneDirector
Jeffrey RenningerDirector
Rebecca WilliamsDirector
Sharon FraneyExecutive Director
Jane HartinSecretary
Jesse CharlesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,147
Program Service Revenue
$3,686,676
Investment Income
$14
Other Revenue
$0
All Other Contributions
$4,147
Change in Net Assets
$-555,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,385,101
Other Expenses$861,166
Total Fundraising Expense$5,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,698,932$91,642$4,823$2,795,397
Fees for Services Management-$488,300-$488,300
Payroll Taxes$263,392$7,779$409$271,580
Other Employee Benefits$232,266$248$13$232,527
Occupancy$133,023$1,713$90$134,826
Current Officers, Directors, Trustees, and Key Employees$82,645$2,805$147$85,597
Office Expenses$65,176$1,836$97$67,109
Advertising$32,633$76$4$32,713
Travel$29,311$249$13$29,573
All Other Expenses$15,799$1,173$62$17,034
Fees for Services Accounting-$14,998-$14,998
Other Expenses$49,789$14,417-$14,417
Depreciation Depletion$2,593$5,872-$8,465
Information Technology$3,385--$3,385
Total Functional Expenses$3,608,944$631,665$5,658$4,246,267
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Management services were provided by united disabilities services.

Form 990, Part VI, Section A, Line 7A

United disabilities services foundation is the sole member of accessing independence (ai) and may appoint and remove all members of the board of directors of ai.

Form 990, Part VI, Section A, Line 7B

United disabilities services foundation, as sole member of ai, has the power: (a)to amend ai's articles or bylaws; (b)to purchase, sell, lease or encumber with debt in any way real property of ai, or to create any encumbrance upon or execute any debt instrument affecting or restricting any asset of ai in excess of an amount specified from time to time by resolution of the sole member, and in excess of the annual capital and operating budgets of ai; (c)to transfer any assets of ai not in the ordinary course of business if the amount involved in any such transaction is in excess of an amount specified from time to time by resolution of the sole member; (d)to approve non-budgeted expenditures by ai of such amounts specified from time to time by the sole member; (e)to approve the annual operating and capital budgets of ai; (f)to appoint and remove all members of the board of directors of ai; (g)to approved the selection of the president, the approval of which shall not be unreasonably withheld; (h)to approve, before it may become effective, the creation of any taxable or tax-exempt subsidiary organization of ai; and (i)to approve investment advisors, managers, outside legal counsel, and auditors of ai.

Form 990, Part VI, Section B, Line 11

Form 990 is discussed at the executive and finance committee meeting for members review and comment. In addition, the form is distributed to the entire board of directors for review.

Form 990, Part VI, Section B, Line 12C

Each board member signs a conflict of interest statement disclosing any conflicts. Also, conflict of interest is discussed during the annual board meeting.

Form 990, Part VI, Section B, Line 15

Ai has a formal executive compensation process. Ai completes an executive compensation study by selecting an outside, independent advisor. The advisor works with our senior leadership team and our board of directors to review job descriptions, organization background and future strategy and financial information. The advisor conducts a market analysis by soliciting multiple survey sources and viewing data by industry segment, non-profit segments, regional scope and similar revenue size. The advisor presents findings and recommendations to the executive committee of the board. Ai also has a formal director-level compensation process. It is the same process as the executive process. However, the findings are presented to and approved by the senior leadership team and human resources.

Form 990, Part VI, Section C, Line 19

Made available upon written request.

Filing and Contact Details

Filer

Filer Name
Accessing Independence
EIN
05-0533473
Phone
7173971841
Address
1901 OLDE HOMESTEAD LANE NO A, LANCASTER, PA 17605-0485
Doing Business As
Independent Living Services

Signing Officer

Name
Sharon Franey
Title
Executive Director
Phone
7173971841
Signed
2016-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Franey
Formed
2002
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
343
Volunteers
7

Preparer

Firm
Mckonly & Asbury Llp
Address
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
Preparer
Gary J Dubas
Phone
7177617910
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No changes have been made

Financial Statement Notes

PART X, LINE 2:

Management has evaluated its tax filings for uncertain tax positions. Tax returns are open for examination by the internal revenue service for three years from the due date of the returns or date filed (whichever is later) and are open for examination by the state for an unlimited period of time.

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IRS990/OtherAssetsTotalGrp/BOYAmt05750
IRS990/OtherAssetsTotalGrp/EOYAmt013944
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0248
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0232266
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0232527
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0557
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114417
IRS990/OtherExpensesGrp/ProgramServicesAmt049789
IRS990/OtherExpensesGrp/TotalAmt050346
IRS990/OtherExpensesGrp/TotalAmt114417
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04823
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt091642
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02698932
IRS990/OtherSalariesAndWagesGrp/TotalAmt02795397
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0409
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07779
IRS990/PayrollTaxesGrp/ProgramServicesAmt0263392
IRS990/PayrollTaxesGrp/TotalAmt0271580
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09456
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0-5326
IRS990/PrincipalOfficerNm0SHARON FRANEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0FEE FOR SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03322772
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1363904
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03322772
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1363904
IRS990/ProgSrvcAccomActy2Grp/Desc0INDEPENDENT LIVING SERVICES OFFERS A WIDE RANGE OF IN-HOME, NON-MEDICAL PERSONAL CARE SERVICES TO AGING PEOPLE WITH PHYSICAL OR OTHER DISABILITIES AND THOSE RECOVERING FROM AN INJURY IN NEED OF LIMITED ASSISTANCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03347658
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03253396
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt026580
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt024
IRS990/PYOtherExpensesAmt0804238
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04011762
IRS990/PYRevenuesLessExpensesAmt0-185437
IRS990/PYSalariesCompEmpBnftPaidAmt03419565
IRS990/PYTotalExpensesAmt04223803
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04038366
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-555430
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0433280
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt097825
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03686676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04011762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01459256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09157694
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt046
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt09255519
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03690823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04038342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01526354
IRS990ScheduleA/Total509Grp/TotalAmt09255519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03690837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04038366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01526362
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09255565
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt027706
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108679
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0136385
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt059632
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06110
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt065742
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED ITS TAX FILINGS FOR UNCERTAIN TAX POSITIONS. TAX RETURNS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS FROM THE DUE DATE OF THE RETURNS OR DATE FILED (WHICHEVER IS LATER) AND ARE OPEN FOR EXAMINATION BY THE STATE FOR AN UNLIMITED PERIOD OF TIME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt087338
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT SERVICES WERE PROVIDED BY UNITED DISABILITIES SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNITED DISABILITIES SERVICES FOUNDATION IS THE SOLE MEMBER OF ACCESSING INDEPENDENCE (AI) AND MAY APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF AI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNITED DISABILITIES SERVICES FOUNDATION, AS SOLE MEMBER OF AI, HAS THE POWER: (A)TO AMEND AI'S ARTICLES OR BYLAWS; (B)TO PURCHASE, SELL, LEASE OR ENCUMBER WITH DEBT IN ANY WAY REAL PROPERTY OF AI, OR TO CREATE ANY ENCUMBRANCE UPON OR EXECUTE ANY DEBT INSTRUMENT AFFECTING OR RESTRICTING ANY ASSET OF AI IN EXCESS OF AN AMOUNT SPECIFIED FROM TIME TO TIME BY RESOLUTION OF THE SOLE MEMBER, AND IN EXCESS OF THE ANNUAL CAPITAL AND OPERATING BUDGETS OF AI; (C)TO TRANSFER ANY ASSETS OF AI NOT IN THE ORDINARY COURSE OF BUSINESS IF THE AMOUNT INVOLVED IN ANY SUCH TRANSACTION IS IN EXCESS OF AN AMOUNT SPECIFIED FROM TIME TO TIME BY RESOLUTION OF THE SOLE MEMBER; (D)TO APPROVE NON-BUDGETED EXPENDITURES BY AI OF SUCH AMOUNTS SPECIFIED FROM TIME TO TIME BY THE SOLE MEMBER; (E)TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF AI; (F)TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF AI; (G)TO APPROVED THE SELECTION OF THE PRESIDENT, THE APPROVAL OF WHICH SHALL NOT BE UNREASONABLY WITHHELD; (H)TO APPROVE, BEFORE IT MAY BECOME EFFECTIVE, THE CREATION OF ANY TAXABLE OR TAX-EXEMPT SUBSIDIARY ORGANIZATION OF AI; AND (I)TO APPROVE INVESTMENT ADVISORS, MANAGERS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF AI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS DISCUSSED AT THE EXECUTIVE AND FINANCE COMMITTEE MEETING FOR MEMBERS REVIEW AND COMMENT. IN ADDITION, THE FORM IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY CONFLICTS. ALSO, CONFLICT OF INTEREST IS DISCUSSED DURING THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AI HAS A FORMAL EXECUTIVE COMPENSATION PROCESS. AI COMPLETES AN EXECUTIVE COMPENSATION STUDY BY SELECTING AN OUTSIDE, INDEPENDENT ADVISOR. THE ADVISOR WORKS WITH OUR SENIOR LEADERSHIP TEAM AND OUR BOARD OF DIRECTORS TO REVIEW JOB DESCRIPTIONS, ORGANIZATION BACKGROUND AND FUTURE STRATEGY AND FINANCIAL INFORMATION. THE ADVISOR CONDUCTS A MARKET ANALYSIS BY SOLICITING MULTIPLE SURVEY SOURCES AND VIEWING DATA BY INDUSTRY SEGMENT, NON-PROFIT SEGMENTS, REGIONAL SCOPE AND SIMILAR REVENUE SIZE. THE ADVISOR PRESENTS FINDINGS AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD. AI ALSO HAS A FORMAL DIRECTOR-LEVEL COMPENSATION PROCESS. IT IS THE SAME PROCESS AS THE EXECUTIVE PROCESS. HOWEVER, THE FINDINGS ARE PRESENTED TO AND APPROVED BY THE SENIOR LEADERSHIP TEAM AND HUMAN RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO CHANGES HAVE BEEN MADE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0UDS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1UDS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED DISABILITIES SERVICES FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNITED DISABILITIES SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NON-PROFIT MANAGEMENT SOLUTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0260504792
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231687320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2273008125
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RAISES FUNDS FOR RELATED NONPROFIT ENTITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SERVICES FOR THE DISABLED AND ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SERVICES TO OTHER NONPROFIT ENTITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01901 OLDE HOMESTEAD LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11901 OLDE HOMESTEAD LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21901 OLDE HOMESTEAD LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LANCASTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LANCASTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2LANCASTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd017605
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd117605
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd217605
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0140833
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1970200

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.84$11.5$4.69$3.02$3.72$0.70
2024Detailed filing. Detailed filing data is available for this year.$6.62$10.6$3.99$4.27$4.79$0.52
2023Detailed filing. Detailed filing data is available for this year.$6.16$9.63$3.47$3.91$4.44$0.53
2022Detailed filing. Detailed filing data is available for this year.$4.63$7.57$2.94$3.70$4.02$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$6.47$2.62$4.35$4.77$0.42
2020Detailed filing. Detailed filing data is available for this year.$2.90$5.10$2.20$4.84$4.94$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.50$3.61$2.10$4.43$4.69$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.97$2.81$1.84$4.46$4.73$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.76$2.33$1.57$4.18$4.53$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.78$2.00$1.22$3.90$4.40$0.50
2015Detailed filing. Detailed filing data is available for this year.$0.62$1.34$0.72$3.69$4.25$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.80$0.17$4.04$4.22$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.74$0.02$1.53$1.51$0.02