Civic Intelligence

United Disabilities Services Foundation

EIN 26-0504792 • 501(c)3 • Lancaster, PA

Pub. 78 Eligible

Profile

Raises funds in support of the mission of united disabilities services foundation, united disabilities direct services, and affiliate companies, which helps to enhance the independence and enrich the lives of individuals with physical and age related disabilities, thus enhancing their abilities and changing lives.

2270 Erin CourtLancaster, PA 17601

www.udservices.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.52x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

2.46x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

2.2%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$16,890,594

Up $2,225,222 (+15%) from 2024

Liabilities

Up

$6,115,469

Up $615,098 (+11%) from 2024

Net Assets

Up

$10,775,125

Up $1,610,124 (+18%) from 2024

Revenue

Up

$1,618,504

Up $471,445 (+41%) from 2024

Expenses

Up

$796,132

Up $135,111 (+20%) from 2024

Net Income

Up

$822,372

Up $336,334 (+69%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $5,710,624Liabilities 2011: $46,396Net Assets 2011: $5,664,2282011Assets 2012: $4,557,774Liabilities 2012: $61,801Net Assets 2012: $4,495,9732012Assets 2013: $1,237,273Liabilities 2013: $461,992Net Assets 2013: $775,2812013Assets 2014: $1,143,796Liabilities 2014: $434,979Net Assets 2014: $708,8172014Assets 2015: $603,924Liabilities 2015: $275,337Net Assets 2015: $328,5872015Assets 2016: $6,068,088Liabilities 2016: $5,981,030Net Assets 2016: $87,0582016Assets 2017: $4,695,558Liabilities 2017: $4,630,925Net Assets 2017: $64,6332017Assets 2018: $4,938,395Liabilities 2018: $4,482,247Net Assets 2018: $456,1482018Assets 2019: $6,337,809Liabilities 2019: $4,595,357Net Assets 2019: $1,742,4522019Assets 2020: $6,824,674Liabilities 2020: $4,701,002Net Assets 2020: $2,123,6722020Assets 2021: $9,892,122Liabilities 2021: $4,781,125Net Assets 2021: $5,110,9972021Assets 2022: $9,428,355Liabilities 2022: $4,865,751Net Assets 2022: $4,562,6042022Assets 2023: $13,149,199Liabilities 2023: $5,119,000Net Assets 2023: $8,030,1992023Assets 2024: $14,665,372Liabilities 2024: $5,500,371Net Assets 2024: $9,165,0012024Assets 2025: $16,890,594Liabilities 2025: $6,115,469Net Assets 2025: $10,775,1252025

Highlighted filing

2025

Assets$16,890,594
Liabilities$6,115,469
Net Assets$10,775,125

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2011: $415,9862011Expenses 2012: $418,1722012Expenses 2013: $4,335,4662013Revenue 2014: $383,182Expenses 2014: $292,449Net Income 2014: $90,7332014Revenue 2015: $340,733Expenses 2015: $326,259Net Income 2015: $14,4742015Revenue 2016: $495,251Expenses 2016: $309,792Net Income 2016: $185,4592016Revenue 2017: $500,690Expenses 2017: $295,925Net Income 2017: $204,7652017Revenue 2018: $749,959Expenses 2018: $322,646Net Income 2018: $427,3132018Revenue 2019: $1,353,015Expenses 2019: $405,884Net Income 2019: $947,1312019Revenue 2020: $686,591Expenses 2020: $437,527Net Income 2020: $249,0642020Revenue 2021: $1,933,600Expenses 2021: $481,607Net Income 2021: $1,451,9932021Revenue 2022: $1,976,247Expenses 2022: $508,551Net Income 2022: $1,467,6962022Revenue 2023: $860,861Expenses 2023: $583,558Net Income 2023: $277,3032023Revenue 2024: $1,147,059Expenses 2024: $661,021Net Income 2024: $486,0382024Revenue 2025: $1,618,504Expenses 2025: $796,132Net Income 2025: $822,3722025

Highlighted filing

2025

Revenue$1,618,504
Expenses$796,132
Net Income$822,372

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.9$6.12$10.8$1.62$0.80$0.82
2024Detailed filing. Detailed filing data is available for this year.$14.7$5.50$9.17$1.15$0.66$0.49
2023Detailed filing. Detailed filing data is available for this year.$13.1$5.12$8.03$0.86$0.58$0.28
2022Detailed filing. Detailed filing data is available for this year.$9.43$4.87$4.56$1.98$0.51$1.47
2021Detailed filing. Detailed filing data is available for this year.$9.89$4.78$5.11$1.93$0.48$1.45
2020Detailed filing. Detailed filing data is available for this year.$6.82$4.70$2.12$0.69$0.44$0.25
2019Detailed filing. Detailed filing data is available for this year.$6.34$4.60$1.74$1.35$0.41$0.95
2018Detailed filing. Detailed filing data is available for this year.$4.94$4.48$0.46$0.75$0.32$0.43
2017Detailed filing. Detailed filing data is available for this year.$4.70$4.63$0.06$0.50$0.30$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.07$5.98$0.09$0.50$0.31$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.28$0.33$0.34$0.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.43$0.71$0.38$0.29$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.46$0.78$4.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.06$4.50$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.05$5.66$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 17, 2026
Return Version
2024v5.5
Gross Receipts
$1,928,920
Mission and Program Overview

Mission

Raises funds in support of the mission of united disabilities services foundation, united disabilities direct services, and affiliate companies, which helps to enhance the independence and enrich the lives of individuals with physical and age related disabilities, thus enhancing their abilities and changing lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,287,715$13,744,335▲ $1,456,620
Accounts Receivable$1,263,629$1,742,730▲ $479,101
Cash and Non-Interest-Bearing Accounts$942,442$1,222,055▲ $279,613
Other Notes and Loans Receivable, Net$151,570$151,570→ $0
Land, Buildings, and Equipment, Net$15,873$27,974▲ $12,101
Prepaid Expenses and Deferred Charges$4,143$1,930▼ $2,213
Total Assets$14,665,372$16,890,594▲ $2,225,222
Liabilities
Other Liabilities$5,499,649$5,786,658▲ $287,009
Deferred Revenue$722$328,811▲ $328,089
Total Liabilities$5,500,371$6,115,469▲ $615,098
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,155,001$10,765,125▲ $1,610,124
Net Assets With Donor Restrictions$10,000$10,000→ $0
Total Net Assets Fund Balance$9,165,001$10,775,125▲ $1,610,124
Total Liabilities and Net Assets / Fund Balance$14,665,372$16,890,594▲ $2,225,222

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,974$56,196$84,170

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$474,443-▲ $45,861-$516,251
2023$536,318-▲ $42,905$99,949$474,443
2022$241,372$250,000▲ $49,031-$536,318
2021-$250,000▼ $8,628-$241,372
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mason SmeltzerSVP Program Operations$134,010$134,010

Board Members and Trustees

NameTitle
Mike CallahanChair
Matthew K PfeiffenbergerVice-chair
Dale WeaverDirector
Dana HanchinDirector
Edward SchoenbergerDirector
John ShandDirector
Kevin HancockDirector
Kimberly LyonsDirector
Debra ScheidtHcbs Exec Director
Robin UlrichHr Director
Erik LofgrenIt Director
William KepnerCEO
Elizabeth BrennanCFO
Judy NaylorCOO
Rhonda UlrichSecretary
Robert WalterTreasurer
Nancy MccormickVP Marketing & Bus Dev
Revenue and Support

Revenue Composition

Contributions and Grants
$596,080
Program Service Revenue
$0
Investment Income
$620,986
Other Revenue
$401,438
All Other Contributions
$487,298
Change in Net Assets
$822,372

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$90,928Fair Market Value (FMV)
Other Non Cash Contri Table1$69,832Fair Market Value (FMV)
Other Non Cash Contri Table1$8,000Fair Market Value (FMV)
Other Non Cash Contri Table2$7,000-
Total Noncash Contributions6$175,760-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$796,132
Total Fundraising Expense$796,132
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management--$184,169$184,169
Fees for Service Investment Mgmnt Fees--$70,677$70,677
Office Expenses--$14,551$14,551
Information Technology--$14,434$14,434
Depreciation Depletion--$12,207$12,207
Other Expenses--$7,869$7,869
Fees for Services Accounting--$3,284$3,284
Insurance--$1,326$1,326
Fees for Services Legal--$608$608
Travel--$262$262
Total Functional Expenses$0$0$796,132$796,132
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$711,854
Fundraising Direct Expenses$310,416
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$683,753$660,916$91,598$569,318
Gift Wrap Booth$127,965$50,938$8,631$42,307
Total Events$811,718$711,854$305,414$406,440
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to United Disabilities Services$5,778,736
Charitable Gift Annuity Liability$7,922
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The financial management functions for the foundation are performed by the finance department of united disabilities services. The foundation leases employees, including management, from united disabilities services.

Form 990, Part VI, Section B, Line 11B

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

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

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

Form 990, Part VI, Section B, Line 15

United disabilities services foundation (udsf)has a formal executive compensation process. Udsf foundation periodically 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 udsf board. Udsf 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

Upon written request, the foundation makes these forms available to the public.

Filing and Contact Details

Filer

Filer Name
United Disabilities Services Foundation
EIN
26-0504792
Phone
7173971841
Address
2270 ERIN COURT, LANCASTER, PA 17601

Signing Officer

Name
Elizabeth Brennan
Title
CFO
Phone
7173971841
Signed
2026-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Naylor
Formed
2007
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
10

Preparer

Firm
Mckonly & Asbury Llp
Address
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
Preparer
Alyssa N Irish
Phone
7177617910
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of charitable gift annuities -1,945. Subsidiaries net income 15,513.

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:

The foundation is incorporated under the laws of the commonwealth of pennsylvania as a non-profit entity. Since it is exempt from taxes under section 501(c)(3) of the internal revenue code, no provision for income taxes is made for activities related to the foundation's exempt purpose. 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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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/PersonNm6KIMBERLY LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm7EDWARD SCHOENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN SHAND
IRS990/Form990PartVIISectionAGrp/PersonNm9DALE WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM KEPNER
IRS990/Form990PartVIISectionAGrp/PersonNm11ELIZABETH BRENNAN
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IRS990/Form990PartVIISectionAGrp/PersonNm15ROBIN ULRICH
IRS990/Form990PartVIISectionAGrp/PersonNm16ERIK LOFGREN
IRS990/Form990PartVIISectionAGrp/PersonNm17MASON SMELTZER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14HCBS EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16IT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SVP PROGRAM OPERATIONS
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