Civic Intelligence

Accessing Independence

990 • Fiscal year 2019 • EIN 05-0533473

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 12, 2020

2270 Erin CourtLancaster, PA 17601

(717) 397-1841

Siviq Scores

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

Liabilities / Assets

99th percentile

2.40x

Higher debt load relative to assets than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.81x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

26th percentile

-5.8%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

92nd percentile

55%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-0.7%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,503,632

Up $534,554 (+55%) from 2018

Net Assets

Down

-$2,101,672

Down $259,147 (-14%) from 2018

Liabilities

Up

$3,605,304

Up $793,701 (+28%) from 2018

Revenue

Down

$4,431,563

Down $33,105 (-0.7%) from 2018

Expenses

Down

$4,686,869

Down $45,828 (-1.0%) from 2018

Net Income

Up

-$255,306

Up $12,723 (+4.7%) from 2018

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

2019

Assets$1,503,632
Liabilities$3,605,304
Net Assets-$2,101,672

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

2019

Revenue$4,431,563
Expenses$4,686,869
Net Income-$255,306
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$4,431,563
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$650,746$1,099,639▲ $448,893
Cash and Non-Interest-Bearing Accounts$215,265$317,965▲ $102,700
Land, Buildings, and Equipment, Net$57,560$50,472▼ $7,088
Prepaid Expenses and Deferred Charges$21,563$15,453▼ $6,110
Investments Program Related$10,000$6,159▼ $3,841
Total Assets$969,078$1,503,632▲ $534,554
Other Assets Total$13,944$13,944→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,811,603$3,605,304▲ $793,701
Total Liabilities$2,811,603$3,605,304▲ $793,701
Net Assets / Fund Balance
Unrestricted Net Assets$-1,842,525$-2,101,672▼ $259,147
Total Net Assets Fund Balance$-1,842,525$-2,101,672▼ $259,147
Total Liabilities and Net Assets / Fund Balance$969,078$1,503,632▲ $534,554

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,549$123,896$136,445
Leasehold Improvements$37,923$35,690$73,613
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy MccormickInterim Executive DirectorFT$125,411$17,018$142,429

Board Members and Trustees

NameTitle
Charles MannersBoard Chair
Jon Walker MdVice Chair
Dr Vanessa LeeDirector
Jasa DicksonDirector
Sandra ForbesDirector
Jane HartinSecretary
Brooke HoxworthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,623
Program Service Revenue
$4,420,771
Investment Income
$169
Other Revenue
$0
All Other Contributions
$10,623
Change in Net Assets
$-255,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,866,463
Other Expenses$820,406
Total Fundraising Expense$1,376
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,099,677$20,575-$3,120,252
Fees for Services Management$464,464--$464,464
Other Employee Benefits$276,017$8,024-$284,041
Payroll Taxes$281,637$2,120-$283,757
Current Officers, Directors, Trustees, and Key Employees$151,177$1,004-$152,181
Occupancy$92,887$2,739-$95,626
All Other Expenses$51,238$4,737$1,376$57,351
Office Expenses$52,502$881-$53,383
Advertising$34,307--$34,307
Travel$27,461--$27,461
Pension Plan Contributions$25,970$262-$26,232
Fees for Services Accounting-$16,347-$16,347
Depreciation Depletion$12,324$220-$12,544
Information Technology$10,952--$10,952
Fees for Services Legal$338$4,480-$4,818
Other Expenses$-5,476$50-$-5,476
Total Functional Expenses$4,624,054$61,439$1,376$4,686,869
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 non-profit management solutions.

Form 990, Part VI, Section A, Line 6

United disabilities services foundation, a nonprofit organization, is the sole member of accessing independence as more fully described on line 7a and 7b below.

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 approve 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 11B

Form 990 is reviewed and discussed with the board of directors. In addition, the form is electronically made available for distribution to the board of directors.

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
2270 ERIN COURT, LANCASTER, PA 17601
Doing Business As
Independent Living Services

Signing Officer

Name
Nancy Mccormick
Title
Interim Executive Director
Phone
7173971841
Signed
2020-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Mccormick
Formed
2002
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
408
Volunteers
15

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 XI, LINE 9:

Impairment on investment -3,841.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year, and is governed by the board of directors.

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/OtherExpensesGrp/ProgramServicesAmt1-5476
IRS990/OtherExpensesGrp/TotalAmt048629
IRS990/OtherExpensesGrp/TotalAmt1-5476
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020575
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03099677
IRS990/OtherSalariesAndWagesGrp/TotalAmt03120252
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02120
IRS990/PayrollTaxesGrp/ProgramServicesAmt0281637
IRS990/PayrollTaxesGrp/TotalAmt0283757
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0262
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt025970
IRS990/PensionPlanContributionsGrp/TotalAmt026232
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021563
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015453
IRS990/PrincipalOfficerNm0NANCY MCCORMICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0FEE FOR SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04008679
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1412092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04008679
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1412092
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/ExpenseAmt03158770
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03674399
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010166
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0790800
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04454502
IRS990/PYRevenuesLessExpensesAmt0-268029
IRS990/PYSalariesCompEmpBnftPaidAmt03941897
IRS990/PYTotalExpensesAmt04732697
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04464668
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-255306
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0746372
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04420771
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04454502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04168883
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03886125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03686676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020616957
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt020666068
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04431394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04464668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04175601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03903582
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03690823
IRS990ScheduleA/Total509Grp/TotalAmt020666068
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04431394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04464668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04175601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03903582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03690837
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020666082
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt012549
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0123896
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0136445
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt037923
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt035690
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt073613
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/TotalBookValueLandBuildingsAmt050472
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT SERVICES WERE PROVIDED BY NON-PROFIT MANAGEMENT SOLUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNITED DISABILITIES SERVICES FOUNDATION, A NONPROFIT ORGANIZATION, IS THE SOLE MEMBER OF ACCESSING INDEPENDENCE AS MORE FULLY DESCRIBED ON LINE 7A AND 7B BELOW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNITED 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/ExplanationTxt3UNITED 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 APPROVE 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/ExplanationTxt4FORM 990 IS REVIEWED AND DISCUSSED WITH THE BOARD OF DIRECTORS. IN ADDITION, THE FORM IS ELECTRONICALLY MADE AVAILABLE FOR DISTRIBUTION TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY CONFLICTS. ALSO, CONFLICT OF INTEREST IS DISCUSSED DURING THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AI 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/ExplanationTxt7MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8IMPAIRMENT ON INVESTMENT -3,841.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR, AND IS GOVERNED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0UDS FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1UDS FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0261475437
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1273788554
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOME CARE SERVICES FOR THE DISABLED AND ELDERLY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1SALE AND RENTAL OF HOME MEDICAL EQUIPMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0UDS INDEPENDENT LIVING SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1UDS HOME MEDICAL EQUIPMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02270 ERIN COURT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt12270 ERIN COURT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LANCASTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1LANCASTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd017601
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd117601
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)

Document Assets

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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