Civic Intelligence

Service Access and Management Inc.

990 • Fiscal year 2017 • EIN 23-2897133

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

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

84th percentile

0.77x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.26x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

36th percentile

0.1%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$303,378

Higher top officer pay than 43% of similar nonprofits.

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

45th percentile

4.6%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

7.0%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$25,713,916

Up $1,123,141 (+4.6%) from 2016

Net Assets

Up

$5,929,086

Up $101,330 (+1.7%) from 2016

Liabilities

Up

$19,784,830

Up $1,021,811 (+5.4%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin36th percentile

Revenue

Up

$75,673,780

Up $4,937,373 (+7.0%) from 2016

Expenses

Up

$75,572,450

Up $5,575,359 (+8.0%) from 2016

Net Income

Down

$101,330

Down $637,986 (-86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2017

Assets$25,713,916
Liabilities$19,784,830
Net Assets$5,929,086
Open 2017 Filing

Operations Trend

Revenue Growth56th 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

2017

Revenue$75,673,780
Expenses$75,572,450
Net Income$101,330
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$75,695,832
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$9,065,637$8,891,715▼ $173,922
Land, Buildings, and Equipment, Net$8,669,285$8,680,372▲ $11,087
Savings and Temporary Cash Investments$5,233,285$6,523,650▲ $1,290,365
Pd in Cap Srpls Land Bldg Eqp Fund$4,692,886$4,337,574▼ $355,312
Cap Stk Tr Prin Current Funds$1,134,870$1,591,512▲ $456,642
Investments in Publicly Traded Securities$1,426,689$1,496,414▲ $69,725
Prepaid Expenses and Deferred Charges$195,879$121,765▼ $74,114
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$24,590,775$25,713,916▲ $1,123,141
Liabilities
Accounts Payable and Accrued Expenses$11,045,415$12,339,867▲ $1,294,452
Tax Exempt Bond Liabilities$6,579,000$6,259,653▼ $319,347
Mortgage Notes Payable Secured by Investment Property$835,000$769,000▼ $66,000
Other Liabilities$303,604$416,310▲ $112,706
Total Liabilities$18,763,019$19,784,830▲ $1,021,811
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,827,756$5,929,086▲ $101,330
Total Liabilities and Net Assets / Fund Balance$24,590,775$25,713,916▲ $1,123,141

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,318,569$2,240,491$8,559,060
Equipment$446,786$983,265$1,430,051
Leasehold Improvements$861,116$328,705$1,189,821
Land$1,053,901-$1,053,901
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nan H HaverCEO/presidentFT$197,596$105,782$303,378
Mary Ann KowalonekCFO/vice PresidentFT$187,856$93,092$280,948
Lori HartmanChief Operating OfficerFT$118,722$35,230$153,952
Francis DrozalDirector of Fiscal QualityFT$136,669$11,680$148,349
Stan MillerDirector of Grants & BudgeFT$142,005$2,911$144,916
Jeff MarksClinical OfficerFT$138,054$4,468$142,522
Jennifer SeidelControllerFT$138,884$224$139,108
Pam SeamanQuality, Training, Mh OffiFT$126,668$3,910$130,578

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
Michael MalinoskiDirector
Philip HartlineDirector
Stacey KeppenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$29,904,286
Program Service Revenue
$45,318,851
Investment Income
$128,747
Other Revenue
$321,896
Change in Net Assets
$101,330

Audited Revenue Reconciliation

Revenue per Audited Statements
$75,695,832
Revenue Not Reported on Financial Statements
$-22,052
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-22,052
Total Revenue per Audited Statements
$75,695,832
Total Revenue per Form 990
$75,673,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$46,299,094
Other Expenses$29,273,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,440,476$4,040,388-$35,480,864
Other Employee Benefits$6,372,170$328,553-$6,700,723
Occupancy$2,565,171$44,929-$2,610,100
Payroll Taxes$2,280,262$286,023-$2,566,285
Travel$2,088,545$291,061-$2,379,606
Office Expenses$1,503,374$109,263-$1,612,637
Fees for Services Other$1,117,599$127,879-$1,245,478
Current Officers, Directors, Trustees, and Key Employees$780,969--$780,969
Pension Plan Contributions$684,405$85,848-$770,253
Depreciation Depletion$516,265--$516,265
Fees for Services Accounting$343,917$3,731-$347,648
Interest$275,473--$275,473
Conferences and Meetings$173,426$22,630-$196,056
Other Expenses$118,705$2,032-$120,737
Fees for Services Legal$36,266$34,034-$70,300
Total Functional Expenses$70,184,166$5,388,284$0$75,572,450

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$75,594,502
Total Expenses per Audited Statements$75,594,502
Total Expenses per Form 990$75,572,450
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-22,052
Other Expense Adjustments$-22,052
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$416,310

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-$647,000-
C$2,347,000-$377,000-
B$2,300,000-$185,000$47,240
A$360,000-$103,347$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 11B

“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
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nan Haver
Formed
1987
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
11
Employees
1,009
Volunteers
13

Preparer

Firm
Rkl Llp
Address
1330 BROADCASTING ROAD PO BOX 7008, WYOMISSING, PA 19610-6008
Preparer
Ruthann J Woll
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, 2017 and 2016, 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, 2013.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of assets -22,052.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of assets -22,052.”

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IRS990/Form990PartVIISectionAGrp/PersonNm8STACEY KEPPEN
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL MALINOSKI
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH PUC
IRS990/Form990PartVIISectionAGrp/PersonNm11ELAINE SCHAEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm12LARRY SHAUB
IRS990/Form990PartVIISectionAGrp/PersonNm13DR MARY RITA WELLER
IRS990/Form990PartVIISectionAGrp/PersonNm14STAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm15JENNIFER SEIDEL
IRS990/Form990PartVIISectionAGrp/PersonNm16JEFF MARKS
IRS990/Form990PartVIISectionAGrp/PersonNm17FRANCIS DROZAL
IRS990/Form990PartVIISectionAGrp/PersonNm18PAM SEAMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0251660
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1153758
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2238347
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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/ReportableCompFromOrgAmt14142005
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15138884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16138054
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17136669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18126668
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
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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/TitleTxt0CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO/VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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 OF GRANTS & BUDGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CLINICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF FISCAL QUALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt18QUALITY, TRAINING, MH OFFI
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-22052
IRS990/GainOrLossGrp/SecuritiesAmt0140000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt029904286
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0140000
IRS990/GrossReceiptsAmt075695832
IRS990/GrossRentsGrp/RealAmt0321896
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ProgramServicesAmt0275473
IRS990/InterestGrp/TotalAmt0275473
IRS990/InvestmentIncomeGrp/ExclusionAmt010799
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010799
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01426689
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01496414
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0515
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03552461
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08669285
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08680372
IRS990/LandBldgEquipCostOrOtherBssAmt012232833
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt022052
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/BOYAmt0835000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0769000
IRS990/NetAssetsOrFundBalancesBOYAmt05827756
IRS990/NetAssetsOrFundBalancesEOYAmt05929086
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0117948
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0117948
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0321896
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0321896
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt044929
IRS990/OccupancyGrp/ProgramServicesAmt02565171
IRS990/OccupancyGrp/TotalAmt02610100
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0109263
IRS990/OfficeExpensesGrp/ProgramServicesAmt01503374
IRS990/OfficeExpensesGrp/TotalAmt01612637
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0328553
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06372170
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06700723
IRS990/OtherExpensesGrp/Desc0PROVIDER EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT EXPEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011913
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12032
IRS990/OtherExpensesGrp/ProgramServicesAmt019621841
IRS990/OtherExpensesGrp/ProgramServicesAmt1265302
IRS990/OtherExpensesGrp/ProgramServicesAmt2118705
IRS990/OtherExpensesGrp/TotalAmt019621841
IRS990/OtherExpensesGrp/TotalAmt1277215
IRS990/OtherExpensesGrp/TotalAmt2120737
IRS990/OtherLiabilitiesGrp/BOYAmt0303604
IRS990/OtherLiabilitiesGrp/EOYAmt0416310
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04040388
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031440476
IRS990/OtherSalariesAndWagesGrp/TotalAmt035480864
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0286023
IRS990/PayrollTaxesGrp/ProgramServicesAmt02280262
IRS990/PayrollTaxesGrp/TotalAmt02566285
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt04692886
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt04337574
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt085848
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0684405
IRS990/PensionPlanContributionsGrp/TotalAmt0770253
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0195879
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0121765
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/RelatedOrExemptFuncIncomeAmt038005158
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17005251
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2308442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038005158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17005251
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2308442
IRS990/ProgSrvcAccomActy2Grp/Desc0INTELLECTUAL DISABILITIES SERVICES PROVIDED TO BERKS, SCHUYLKILL, CLEARFIELD-JEFFERSON, CLARION, FRANKLIN FULTON, MONTGOMERY, LEHIGH COUNTIES, ALLEGHENY, HUNTINGDON, MIFFLIN, JUNIATA, LACKAWANNA, LEBANON & ALLEGHENY AND NEW JERSEY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020821358
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014060355
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, TIOGA & LEHIGH COUNTIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018773705
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt011619381
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt029288080
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-27676
IRS990/PYOtherExpensesAmt028758779
IRS990/PYOtherRevenueAmt0330523
IRS990/PYProgramServiceRevenueAmt041145480
IRS990/PYRevenuesLessExpensesAmt0739316
IRS990/PYSalariesCompEmpBnftPaidAmt041238312
IRS990/PYTotalExpensesAmt069997091
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt070736407
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0101330
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0321896
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt019961011
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05233285
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06523650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029904286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029288080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029302889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030199128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029288223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0147982606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0332695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0334910
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0293886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0400541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0306946
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01668978
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0182501095
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98880
IRS990ScheduleA/PublicSupportPY170Pct00.98910
IRS990ScheduleA/PublicSupportTotal170Amt0147982606
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029904286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029288080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029302889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030199128

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,713,916
Liabilities
$19,784,830
Net assets
$5,929,086
Revenue
$75,673,780
Expenses
$75,572,450
Net income
$101,330
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
2017Detailed filing. Detailed filing data is available for this year.$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