Civic Intelligence

Service Access and Management Inc.

990 • Fiscal year 2016 • EIN 23-2897133

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization ProfileWWW.SAM-INC.ORG

View Organization Page

19 North Sixth Street No 300Reading, PA 19601

(610) 236-0530

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.76x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.27x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

44th percentile

1.0%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$305,564

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

10%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$24,590,775

Up $476,270 (+2.0%) from 2015

Net Assets

Up

$5,827,756

Up $739,316 (+15%) from 2015

Liabilities

Down

$18,763,019

Down $263,046 (-1.4%) from 2015

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin44th percentile

Revenue

Up

$70,736,407

Up $6,535,116 (+10%) from 2015

Expenses

Up

$69,997,091

Up $7,291,654 (+12%) from 2015

Net Income

Down

$739,316

Down $756,538 (-51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2010: $19,472,761Liabilities 2010: $15,758,847Net Assets 2010: $3,713,9142010Assets 2011: $20,302,399Liabilities 2011: $14,435,691Net Assets 2011: $5,866,7082011Assets 2012: $23,457,195Liabilities 2012: $17,646,831Net Assets 2012: $5,810,3642012Assets 2013: $20,362,469Liabilities 2013: $16,970,524Net Assets 2013: $3,391,9452013Assets 2014: $21,753,615Liabilities 2014: $18,161,029Net Assets 2014: $3,592,5862014Assets 2015: $24,114,505Liabilities 2015: $19,026,065Net Assets 2015: $5,088,4402015Assets 2016: $24,590,775Liabilities 2016: $18,763,019Net Assets 2016: $5,827,7562016Assets 2017: $25,713,916Liabilities 2017: $19,784,830Net Assets 2017: $5,929,0862017Assets 2018: $24,900,426Liabilities 2018: $18,589,510Net Assets 2018: $6,310,9162018Assets 2019: $27,634,151Liabilities 2019: $20,238,379Net Assets 2019: $7,395,7722019Assets 2020: $30,233,906Liabilities 2020: $20,414,722Net Assets 2020: $9,819,1842020Assets 2021: $35,713,414Liabilities 2021: $25,156,264Net Assets 2021: $10,557,1502021Assets 2022: $31,890,608Liabilities 2022: $21,155,711Net Assets 2022: $10,734,8972022Assets 2023: $25,581,550Liabilities 2023: $19,268,358Net Assets 2023: $6,313,1922023Assets 2024: $31,440,052Liabilities 2024: $22,547,714Net Assets 2024: $8,892,3382024

Highlighted filing

2016

Assets$24,590,775
Liabilities$18,763,019
Net Assets$5,827,756
Open 2016 Filing

Operations Trend

Revenue Growth73rd percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $57,488,2242010Expenses 2011: $59,039,8532011Expenses 2012: $64,445,4992012Expenses 2013: $61,602,0382013Revenue 2014: $62,379,350Expenses 2014: $62,178,709Net Income 2014: $200,6412014Revenue 2015: $64,201,291Expenses 2015: $62,705,437Net Income 2015: $1,495,8542015Revenue 2016: $70,736,407Expenses 2016: $69,997,091Net Income 2016: $739,3162016Revenue 2017: $75,673,780Expenses 2017: $75,572,450Net Income 2017: $101,3302017Revenue 2018: $77,369,417Expenses 2018: $76,987,587Net Income 2018: $381,8302018Revenue 2019: $81,399,006Expenses 2019: $80,314,150Net Income 2019: $1,084,8562019Revenue 2020: $83,002,674Expenses 2020: $80,579,262Net Income 2020: $2,423,4122020Revenue 2021: $89,154,160Expenses 2021: $88,416,194Net Income 2021: $737,9662021Revenue 2022: $102,458,440Expenses 2022: $102,280,693Net Income 2022: $177,7472022Revenue 2023: $101,464,349Expenses 2023: $106,030,243Net Income 2023: -$4,565,8942023Revenue 2024: $107,530,690Expenses 2024: $105,053,039Net Income 2024: $2,477,6512024

Highlighted filing

2016

Revenue$70,736,407
Expenses$69,997,091
Net Income$739,316
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$70,768,470
Mission and Program Overview

Mission

To help people throughout pennsylvania enhance the quality of their lives by effectively and efficiently managing and/or providing needed, accessible and individually satisfying human services.

To help people throughout pennsylvania and new jersey enhance the quality of their lives by effectively and efficiently managing and/or providing needed, accessible and individually satisfying human services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$9,318,597$9,065,637▼ $252,960
Land, Buildings, and Equipment, Net$9,145,991$8,669,285▼ $476,706
Savings and Temporary Cash Investments$3,927,472$5,233,285▲ $1,305,813
Pd in Cap Srpls Land Bldg Eqp Fund$3,911,187$4,692,886▲ $781,699
Investments in Publicly Traded Securities$1,439,193$1,426,689▼ $12,504
Cap Stk Tr Prin Current Funds$1,177,253$1,134,870▼ $42,383
Prepaid Expenses and Deferred Charges$283,252$195,879▼ $87,373
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$24,114,505$24,590,775▲ $476,270
Liabilities
Accounts Payable and Accrued Expenses$10,707,810$11,045,415▲ $337,605
Tax Exempt Bond Liabilities$6,890,115$6,579,000▼ $311,115
Mortgage Notes Payable Secured by Investment Property$898,000$835,000▼ $63,000
Other Liabilities$530,140$303,604▼ $226,536
Total Liabilities$19,026,065$18,763,019▼ $263,046
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,088,440$5,827,756▲ $739,316
Total Liabilities and Net Assets / Fund Balance$24,114,505$24,590,775▲ $476,270

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,366,861$1,952,191$8,319,052
Leasehold Improvements$744,568$849,148$1,593,716
Equipment$503,955$885,565$1,389,520
Land$1,053,901-$1,053,901
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nan H HaverCEO/presidentFT$240,010$65,554$305,564
Craig JohnstonPresident (retired 1/15/16)FT$231,249$67,432$298,681
Mary Ann KowalonekChief Financial OfficerFT$225,091$53,808$278,899
Francis DrozalDirector of Fiscal QualityFT$136,669$21,961$158,630
Lori HartmanChief Operating OfficerFT$148,373$5,385$153,758
Stan MillerDirector of Grants & BudgetFT$142,005$5,758$147,763
Jeff MarksClinical OfficerFT$138,054$8,904$146,958
Jennifer SeidelControllerFT$138,884$161$139,045
Pam SeamanQuality, Training, Mh OfficerFT$126,668$7,775$134,443

Board Members and Trustees

NameTitle
Dr John VafeasChairman
Marie BeauchampVice Chair
Dr Mary Rita WellerDirector
Elaine SchaefferDirector
George IoannidisDirector
Jeffrey DarlingtonDirector
Joseph PucDirector
Larry ShaubDirector
Maria VelazquezDirector
Michael MalinoskiDirector
Philip HartlineDirector
Stacey KeppenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$29,288,080
Program Service Revenue
$41,145,480
Investment Income
$-27,676
Other Revenue
$330,523
Change in Net Assets
$739,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$70,736,407
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$70,736,407
Total Revenue per Form 990
$70,736,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$41,238,312
Other Expenses$28,758,779
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,802,283$3,943,110-$31,745,393
Other Employee Benefits$5,162,835$272,746-$5,435,581
Occupancy$2,506,765$47,294-$2,554,059
Payroll Taxes$2,024,800$276,650-$2,301,450
Travel$1,566,308$346,117-$1,912,425
Office Expenses$1,499,923$105,506-$1,605,429
Current Officers, Directors, Trustees, and Key Employees$1,079,654--$1,079,654
Fees for Services Other$1,028,131$50,106-$1,078,237
Pension Plan Contributions$594,946$81,288-$676,234
Depreciation Depletion$516,637--$516,637
Fees for Services Accounting$367,642--$367,642
Interest$290,642--$290,642
Conferences and Meetings$88,702$35,057-$123,759
Other Expenses$57,572$33,729-$91,301
Fees for Services Legal$75,099--$75,099
Total Functional Expenses$64,798,523$5,198,568$0$69,997,091

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$69,997,091
Total Expenses per Audited Statements$69,997,091
Total Expenses per Form 990$69,997,091
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advances From Other Counties$303,604

Bond Issues

BondIssuerIssuedIssue PricePurpose
DMuni Auth of the Twp of S Heidelberg2012-08-28$2,565,000Refinance of 2005 tax-exempt issuance
CBerks Co Ida2012-04-27$2,347,000PURCHASE OFFICE BUILDING
BClearfield Co Ida2010-10-29$2,300,000PURCHASE OFFICE BUILDING
AGen Auth of Southcentral Pa2009-10-23$360,000PURCHASE OFFICE BUILDING

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
D$2,565,000-$480,000-
C$2,347,000-$274,000-
B$2,300,000-$151,000$47,240
A$360,000-$88,000$46,940

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Independent cpa firm prepares form 990 and then reviews it with the ceo/president of the organization.”

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

“The board updates the conflict of interest policy forms annually. The board also reviews, on an individual basis, employees conflicts which have been disclosed.”

Form 990, Part VI, Section B, Line 15

“The board engages a human resources consulting firm to provide a report. This report is prepared based on research done by the firm during which they review the salaries paid to managers and executives in similar non-profit and governmental organizations for like positions. The report is summarized in the form of a salary scale. This scale is updated by the selected contractor at least every three years. The board meets with the consultant to review the scale and discuss the report in detail. The report is then submitted for a vote. Upon approval of the scale by the board the ceo is empowered to place management employees anywhere on the scale but never above the cap for each band.”

Form 990, Part VI, Section C, Line 18

“The organization's form 990 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Service Access & Management Inc
EIN
23-2897133
Phone
6102360530
Address
19 NORTH SIXTH STREET NO 300, READING, PA 19601

Signing Officer

Name
Nan Haver
Title
CEO/president
Phone
6102360530
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nan Haver
Formed
1987
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
12
Employees
850
Volunteers
13

Preparer

Firm
Rkl Llp
Address
1330 BROADCASTING ROAD PO BOX 7008, WYOMISSING, PA 19610-6008
Preparer
Sara E Stewart
Phone
6103761595
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1C

“The organization did not have any instances where backup withholding was required; however, if the situation would arise, the organization is aware of the reporting requirements and would handle that accordingly.”

Form 990, Part XI, Line 2C

“The organization has not changed its process of overseeing the audit and selection of an independent accountant from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“As a not-for-profit organization, the organization is generally exempt from federal and state income taxes. The organization is subject to federal and state income taxes on unrelated business income. The organization recognizes penalties and interest accrued related to income tax liabilities in the provision (benefit) for income taxes in its statements of activities. For the years ended june 30, 2016 and 2015, there were no accruals for the payment of penalties and interest. When tax returns are filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. The benefit of a tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions taken are not offset or aggregated with other positions. Tax positions that meet the more-likely-than-not recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely of being realized upon settlement with the applicable taxing authority. The portion of the benefits associated with tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the accompanying statements of financial position along with any associated interest and penalties that would be payable to the taxing authorities upon examination. The organization files tax returns in the u.s. Federal jurisdiction. The organization's income tax returns are not subject to examination through the year ended june 30, 2012.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm7PHILIP HARTLINE
IRS990/Form990PartVIISectionAGrp/PersonNm8GEORGE IOANNIDIS
IRS990/Form990PartVIISectionAGrp/PersonNm9STACEY KEPPEN
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL MALINOSKI
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSEPH PUC
IRS990/Form990PartVIISectionAGrp/PersonNm12ELAINE SCHAEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm13LARRY SHAUB
IRS990/Form990PartVIISectionAGrp/PersonNm14MARIA VELAZQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm15DR MARY RITA WELLER
IRS990/Form990PartVIISectionAGrp/PersonNm16STAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm17JENNIFER SEIDEL
IRS990/Form990PartVIISectionAGrp/PersonNm18JEFF MARKS
IRS990/Form990PartVIISectionAGrp/PersonNm19FRANCIS DROZAL
IRS990/Form990PartVIISectionAGrp/PersonNm20PAM SEAMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0251660
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1153758
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2238347
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3231249
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16142005
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17138884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18138054
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19136669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20126668
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT (RETIRED 1/15/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF GRANTS & BUDGET
IRS990/Form990PartVIISectionAGrp/TitleTxt17CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CLINICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF FISCAL QUALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt20QUALITY, TRAINING, MH OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-32063
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt029288080
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt070768470
IRS990/GrossRentsGrp/RealAmt0330523
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt018
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ProgramServicesAmt0290642
IRS990/InterestGrp/TotalAmt0290642
IRS990/InvestmentIncomeGrp/ExclusionAmt04387
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04387
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01439193
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01426689
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0348
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03686904
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09145991
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08669285
IRS990/LandBldgEquipCostOrOtherBssAmt012356189
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032063
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HELP PEOPLE THROUGHOUT PENNSYLVANIA AND NEW JERSEY ENHANCE THE QUALITY OF THEIR LIVES BY EFFECTIVELY AND EFFICIENTLY MANAGING AND/OR PROVIDING NEEDED, ACCESSIBLE AND INDIVIDUALLY SATISFYING HUMAN SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0898000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0835000
IRS990/NetAssetsOrFundBalancesBOYAmt05088440
IRS990/NetAssetsOrFundBalancesEOYAmt05827756
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-32063
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-32063
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0330523
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0330523
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt047294
IRS990/OccupancyGrp/ProgramServicesAmt02506765
IRS990/OccupancyGrp/TotalAmt02554059
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0105506
IRS990/OfficeExpensesGrp/ProgramServicesAmt01499923
IRS990/OfficeExpensesGrp/TotalAmt01605429
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0272746
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05162835
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05435581
IRS990/OtherExpensesGrp/Desc0PROVIDER EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT EXPEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06965
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt133729
IRS990/OtherExpensesGrp/ProgramServicesAmt019844168
IRS990/OtherExpensesGrp/ProgramServicesAmt1292416
IRS990/OtherExpensesGrp/ProgramServicesAmt257572
IRS990/OtherExpensesGrp/TotalAmt019844168
IRS990/OtherExpensesGrp/TotalAmt1299381
IRS990/OtherExpensesGrp/TotalAmt291301
IRS990/OtherLiabilitiesGrp/BOYAmt0530140
IRS990/OtherLiabilitiesGrp/EOYAmt0303604
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03943110
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027802283
IRS990/OtherSalariesAndWagesGrp/TotalAmt031745393
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0276650
IRS990/PayrollTaxesGrp/ProgramServicesAmt02024800
IRS990/PayrollTaxesGrp/TotalAmt02301450
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt03911187
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt04692886
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt081288
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0594946
IRS990/PensionPlanContributionsGrp/TotalAmt0676234
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0283252
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0195879
IRS990/PrincipalOfficerNm0NAN HAVER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0BILLABLE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FUNDED AND CONTRACT INCOM
IRS990/ProgramServiceRevenueGrp/Desc2PROVIDER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032105437
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18823239
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2216804
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032105437
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18823239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2216804
IRS990/ProgSrvcAccomActy2Grp/Desc0INTELLECTUAL DISABILITIES SERVICES PROVIDED TO BERKS, SCHUYLKILL, CLEARFIELD-JEFFERSON, CLARION, FRANKLIN FULTON, MONTGOMERY, LEHIGH COUNTIES, ALLEGHENY, HUNTINGDON, MIFFLIN, & JUNIATA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019036687
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012578608
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER PROGRAMS RELATED TO MENTAL HEALTH AND HUMAN SERVICES PROVIDED TO BERKS, SCHUYLKILL, YORK, ADAMS, MIFFLIN, JUNIATA, HUNTINGDON, CLEARFIELD-JEFFERSON, CLARION, FRANKLIN FULTON, MONTGOMERY, & LEGHIGH COUNTIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015869863
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09992122
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt029302889
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-30835
IRS990/PYOtherExpensesAmt026114272
IRS990/PYOtherRevenueAmt0291513
IRS990/PYProgramServiceRevenueAmt034637724
IRS990/PYRevenuesLessExpensesAmt01495854
IRS990/PYSalariesCompEmpBnftPaidAmt036591165
IRS990/PYTotalExpensesAmt062705437
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt064201291
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0739316
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0330523
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt018905273
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03927472
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05233285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029288080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029302889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030199128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029288223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031978660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150056980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0334910
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0293886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0400541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0306946
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0321033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01657316

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,590,775
Liabilities
$18,763,019
Net assets
$5,827,756
Revenue
$70,736,407
Expenses
$69,997,091
Net income
$739,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$22.5$8.89$108$105$2.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$19.3$6.31$101$106$4.57
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.9$21.2$10.7$102$102$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$25.2$10.6$89.2$88.4$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$20.4$9.82$83.0$80.6$2.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$20.2$7.40$81.4$80.3$1.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$18.6$6.31$77.4$77.0$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$19.8$5.93$75.7$75.6$0.10
2016Detailed filing. Detailed filing data is available for this year.$24.6$18.8$5.83$70.7$70.0$0.74
2015Detailed filing. Detailed filing data is available for this year.$24.1$19.0$5.09$64.2$62.7$1.50
2014Detailed filing. Detailed filing data is available for this year.$21.8$18.2$3.59$62.4$62.2$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$17.0$3.39$61.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$17.6$5.81$64.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$14.4$5.87$59.0
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$15.8$3.71$57.5