Civic Intelligence

United Disability Services Inc

EIN 34-1374195 • 501(c)3 • Akron, OH

Profile

The organization enhances the quality of life for people with disabilities and their caregivers by providing the highest quality, client-focused programs and services.

701 S Main StreetAkron, OH 44311-1019

www.udsakron.org

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.13x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.19x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$250,824

Higher top officer pay than 74% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

31st percentile

-0.3%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

23rd percentile

-6.0%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Assets

Down

$12,347,754

Down $121,450 (-1.0%) from 2023

Liabilities

Down

$1,548,325

Down $1,509,938 (-49%) from 2023

Net Assets

Up

$10,799,429

Up $1,388,488 (+15%) from 2023

Revenue

Up

$8,259,766

Up $356,678 (+4.5%) from 2023

Expenses

Up

$9,120,558

Up $322,601 (+3.7%) from 2023

Net Income

Up

-$860,792

Up $34,077 (+3.8%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $14,925,614Liabilities 2010: $2,096,663Net Assets 2010: $12,828,9512010Assets 2011: $15,736,607Liabilities 2011: $4,397,746Net Assets 2011: $11,338,8612011Assets 2012: $16,217,200Liabilities 2012: $4,625,532Net Assets 2012: $11,591,6682012Assets 2013: $17,114,813Liabilities 2013: $3,267,123Net Assets 2013: $13,847,6902013Assets 2014: $17,270,748Liabilities 2014: $6,989,078Net Assets 2014: $10,281,6702014Assets 2015: $17,390,508Liabilities 2015: $6,446,081Net Assets 2015: $10,944,4272015Assets 2016: $16,793,659Liabilities 2016: $6,629,283Net Assets 2016: $10,164,3762016Assets 2017: $16,895,215Liabilities 2017: $6,108,388Net Assets 2017: $10,786,8272017Assets 2018: $14,467,743Liabilities 2018: $6,636,410Net Assets 2018: $7,831,3332018Assets 2019: $14,005,147Liabilities 2019: $6,968,927Net Assets 2019: $7,036,2202019Assets 2020: $13,974,440Liabilities 2020: $8,548,429Net Assets 2020: $5,426,0112020Assets 2021: $14,431,720Liabilities 2021: $8,171,838Net Assets 2021: $6,259,8822021Assets 2022: $12,430,370Liabilities 2022: $3,758,651Net Assets 2022: $8,671,7192022Assets 2023: $12,469,204Liabilities 2023: $3,058,263Net Assets 2023: $9,410,9412023Assets 2024: $12,347,754Liabilities 2024: $1,548,325Net Assets 2024: $10,799,4292024

Highlighted filing

2024

Assets$12,347,754
Liabilities$1,548,325
Net Assets$10,799,429

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,768,8122010Expenses 2011: $9,272,1242011Expenses 2012: $9,803,4462012Revenue 2013: $10,087,741Expenses 2013: $9,590,879Net Income 2013: $496,8622013Revenue 2014: $10,119,103Expenses 2014: $9,916,478Net Income 2014: $202,6252014Revenue 2015: $11,559,730Expenses 2015: $11,305,124Net Income 2015: $254,6062015Revenue 2016: $11,093,857Expenses 2016: $12,279,897Net Income 2016: -$1,186,0402016Revenue 2017: $12,279,338Expenses 2017: $12,747,991Net Income 2017: -$468,6532017Revenue 2018: $10,179,939Expenses 2018: $12,175,435Net Income 2018: -$1,995,4962018Revenue 2019: $9,258,541Expenses 2019: $10,594,335Net Income 2019: -$1,335,7942019Revenue 2020: $8,590,821Expenses 2020: $8,963,591Net Income 2020: -$372,7702020Revenue 2021: $8,204,712Expenses 2021: $8,953,551Net Income 2021: -$748,8392021Revenue 2022: $9,347,653Expenses 2022: $9,036,723Net Income 2022: $310,9302022Revenue 2023: $7,903,088Expenses 2023: $8,797,957Net Income 2023: -$894,8692023Revenue 2024: $8,259,766Expenses 2024: $9,120,558Net Income 2024: -$860,7922024

Highlighted filing

2024

Revenue$8,259,766
Expenses$9,120,558
Net Income-$860,792

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$1.55$10.8$8.26$9.12$0.86
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$3.06$9.41$7.90$8.80$0.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$3.76$8.67$9.35$9.04$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$8.17$6.26$8.20$8.95$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$8.55$5.43$8.59$8.96$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$6.97$7.04$9.26$10.6$1.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$6.64$7.83$10.2$12.2$2.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$6.11$10.8$12.3$12.7$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$6.63$10.2$11.1$12.3$1.19
2015Detailed filing. Detailed filing data is available for this year.$17.4$6.45$10.9$11.6$11.3$0.25
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$6.99$10.3$10.1$9.92$0.20
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$3.27$13.8$10.1$9.59$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$4.63$11.6$9.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$4.40$11.3$9.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$2.10$12.8$8.77
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$11,063,798
Mission and Program Overview

Mission

The organization enhances the quality of life for people with disabilities and their caregivers by providing the highest quality, client-focused programs and services.

We provide and support inclusive, life-enriching options through person-centered programs and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,669,258$5,598,929▼ $2,070,329
Land, Buildings, and Equipment, Net$4,371,913$4,069,876▼ $302,037
Prepaid Expenses and Deferred Charges$80,026$1,400,063▲ $1,320,037
Cash and Non-Interest-Bearing Accounts$1,435,239$424,063▼ $1,011,176
Accounts Receivable$275,603$382,075▲ $106,472
Savings and Temporary Cash Investments$153,987$193,342▲ $39,355
Total Assets$14,431,720$12,430,370▼ $2,001,350
Other Assets Total$445,694$362,022▼ $83,672
Liabilities
Accounts Payable and Accrued Expenses$6,570,574$3,704,501▼ $2,866,073
Mortgage Notes Payable Secured by Investment Property$1,601,264$54,150▼ $1,547,114
Total Liabilities$8,171,838$3,758,651▼ $4,413,187
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,557,135$8,099,382▲ $2,542,247
Net Assets With Donor Restrictions$702,747$572,337▼ $130,410
Total Net Assets Fund Balance$6,259,882$8,671,719▲ $2,411,837
Total Liabilities and Net Assets / Fund Balance$14,431,720$12,430,370▼ $2,001,350

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,150,565$4,649,644$7,800,209
Equipment$457,710$2,932,879$3,390,589
Land$461,601-$461,601
Leasehold Improvements$0$1,631$1,631

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$7,889,402$2,500▼ $1,280,482$530,943$6,080,477
2021$7,191,388$5,000▲ $875,813$182,799$7,889,402
2020$7,250,696$8,000▲ $571,870$639,178$7,191,388
2019$6,472,924$8,000▲ $1,266,575$496,803$7,250,696
2018$7,309,071$37,864▼ $396,814$477,197$6,472,924
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian W ThomasPresident & CEOFT$206,012$44,812$250,824
Kay Shellenberger LewisVice President of ProgramsFT$130,075$38,285$168,360
Shelley MorrisChief Financial OfficerFT$123,717$23,501$147,218

Board Members and Trustees

NameTitle
Dale ElwellChairperson
John LernerImmediate Past Chairperson
David HansenVice Chairperson
Amanda Mandy StaudtTrustee
Amanda McintoshTrustee
Cory HindelTrustee
Dan LefflerTrustee
Dr Daniel SmithTrustee
Dr Erica KrapfTrustee
Edwin Hubbard JrTrustee
James CannattiTrustee
Maria HamdaniTrustee
Mary K RodgersTrustee
Natalie KimmmellTrustee
Nicole MulletTrustee
Bob ChessAt-large Officer
Jaime KolliganAt-large Officer
Steven C BordenkircherSecretary
Shelley PlasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sikich LLPIt Services274 WHITE POND DR, Akron, OH 44313$225,394
Revenue and Support

Revenue Composition

Contributions and Grants
$9,337,236
Program Service Revenue
$136,952
Investment Income
$-327,899
Other Revenue
$201,364
All Other Contributions
$3,010,352
Change in Net Assets
$310,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,347,653
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-677,768
Total Revenue per Audited Statements
$8,669,885
Total Revenue per Form 990
$9,347,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,869,140
Other Expenses$2,164,403
Total Fundraising Expense$130,629
Grants and Similar Amounts Paid$3,180
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$3,485,316$402,015$89,274$3,976,605
Other Employee Benefits$1,596,832$300,678$24,325$1,921,835
Current Officers, Directors, Trustees, and Key Employees$168,360$398,042-$566,402
Depreciation Depletion$300,294$225,342$384$526,020
Payroll Taxes$336,115$61,257$6,926$404,298
Insurance$145,745$45,027$346$191,118
Office Expenses$166,722$16,986$1,071$184,779
Occupancy$106,384$27,595$240$134,219
Other Expenses$16,118$67,511$541$84,170
All Other Expenses$63,470$15,896$3,479$82,845
Fees for Services Accounting-$51,700-$51,700
Conferences and Meetings$26,654$6,656$396$33,706
Fees for Services Other$4,858$17,481-$22,339
Travel$14,780$775-$15,555
Fees for Services Legal-$3,770-$3,770
Grants to Domestic Individuals$3,180--$3,180
Total Functional Expenses$7,167,722$1,738,372$130,629$9,036,723

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,277,281
Expenses per Audited Statements$9,036,723
Total Expenses per Form 990$9,036,723
Expenses Not Reported on Form 990$240,558
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,423
Fundraising Gross Income$6,446
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
ALL STARS @ THE ALLEY$50,837$6,446$4,340$2,106
Total Events$50,837$6,446$7,423$-977
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
Backup withholding compliance
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
No
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

The chief financial officer reviews the form 990 for accuracy prior to presenting it to the finance committee of the board of trustees. The board treasurer presents the form 990 to the board of trustees at a regular board meeting prior to when it is filed.

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

Policy #106 states that conflicts of interests or what may appear to be a conflict of interest shall be disclosed by the member of the board at a regular board meeting. Minutes of the board meeting would document such disclosure.

Form 990, Part VI, Section B, Line 15A

The uds board of trustees reviews the performance of the president and determines compensation based on his performance. Compensation is documented in a letter to the president from the board chairperson.

Form 990, Part VI, Section C, Line 19

Information is made public upon request

Filing and Contact Details

Filer

Filer Name
United Disability Services Inc
EIN
34-1374195
Phone
3307629755
Address
701 S MAIN STREET, AKRON, OH 44311-1019

Signing Officer

Name
Shelley Morris
Title
Chief Financial Officer
Phone
3307629755
Signed
2023-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelley Morris
Formed
1982
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
19
Employees
249
Volunteers
47

Preparer

Firm
Bober Markey Fedorovich & Company
Address
3421 RIDGEWOOD ROAD SUITE 300, AKRON, OH 44333
Preparer
Jessica L Tepus
Phone
3307629785
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Pension adjustment 3,019,232. Loan forgiveness adjustment 5,004.

Financial Statement Notes

PART V, LINE 4:

Income from the permanently restricted endowments are intended to be used for the adult services program and for recreational activities for clients. The intended use for the board designated endowment is to provide for the long-term growth and security of the agency.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold fundraising event expenses direct rental expenses forgiveness of debt in-kind donations

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold fundraising event expenses direct rental expense

Raw XML AppendixShowing 400 of 718 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE PROVIDE AND SUPPORT INCLUSIVE, LIFE-ENRICHING OPTIONS THROUGH PERSON-CENTERED PROGRAMS AND ADVOCACY.
IRS990/AllOtherContributionsAmt03010352
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015896
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IRS990/AllOtherExpensesGrp/TotalAmt082845
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IRS990/BooksInCareOfDetail/PhoneNum03307629755
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 SOUTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0AKRON
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN W THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES CANNATTI
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVEN C BORDENKIRCHER
IRS990/Form990PartVIISectionAGrp/PersonNm4SHELLEY PLAS
IRS990/Form990PartVIISectionAGrp/PersonNm5DALE ELWELL
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN LERNER
IRS990/Form990PartVIISectionAGrp/PersonNm7BOB CHESS
IRS990/Form990PartVIISectionAGrp/PersonNm8JAIME KOLLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm9AMANDA MCINTOSH
IRS990/Form990PartVIISectionAGrp/PersonNm10DR DANIEL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11CORY HINDEL
IRS990/Form990PartVIISectionAGrp/PersonNm12EDWIN HUBBARD JR
IRS990/Form990PartVIISectionAGrp/PersonNm13DAN LEFFLER
IRS990/Form990PartVIISectionAGrp/PersonNm14NICOLE MULLET
IRS990/Form990PartVIISectionAGrp/PersonNm15MARIA HAMDANI
IRS990/Form990PartVIISectionAGrp/PersonNm16MARY K RODGERS
IRS990/Form990PartVIISectionAGrp/PersonNm17NATALIE KIMMMELL
IRS990/Form990PartVIISectionAGrp/PersonNm18DR ERICA KRAPF
IRS990/Form990PartVIISectionAGrp/PersonNm19AMANDA MANDY STAUDT
IRS990/Form990PartVIISectionAGrp/PersonNm20KAY SHELLENBERGER LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm21SHELLEY MORRIS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6IMMEDIATE PAST CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT-LARGE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT-LARGE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT OF PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF FINANCIAL OFFICER
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IRS990/PrincipalOfficerNm0SHELLEY MORRIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES

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