Civic Intelligence

Accessible Solutions Brokerage LLC

990 • Fiscal year 2025 • EIN 81-2597265

Jul 01, 2024 to Jun 30, 2025

2270 Erin CourtLancaster, PA 17601

(717) 397-1841

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.90x

Higher debt load relative to assets than 93% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.99x

Higher debt load relative to revenue than 87% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

55th percentile

6.5%

Higher net margin than 55% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$324,575

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

91st percentile

33%

Faster asset growth than 91% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

0.7%

Faster revenue growth than 37% of similar nonprofits.

2025 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$7,197,541

Up $3,751,413 (+109%) from 2023

Net Assets

Up

$726,050

Up $997,699 (+367%) from 2023

Liabilities

Up

$6,471,491

Up $2,753,714 (+74%) from 2023

Revenue

Up

$6,510,202

Up $439,692 (+7.2%) from 2023

Expenses

Up

$6,086,133

Up $471,899 (+8.4%) from 2023

Net Income

Down

$424,069

Down $32,207 (-7.1%) from 2023

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2020: $453,765Liabilities 2020: $1,335,283Net Assets 2020: -$881,5182020Assets 2021: $982,010Liabilities 2021: $1,917,150Net Assets 2021: -$935,1402021Assets 2022: $1,701,746Liabilities 2022: $2,429,671Net Assets 2022: -$727,9252022Assets 2023: $3,446,128Liabilities 2023: $3,717,777Net Assets 2023: -$271,6492023Assets 2025: $7,197,541Liabilities 2025: $6,471,491Net Assets 2025: $726,0502025

Highlighted filing

2025

Assets$7,197,541
Liabilities$6,471,491
Net Assets$726,050

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $567,981Expenses 2020: $1,449,499Net Income 2020: -$881,5182020Revenue 2021: $3,944,908Expenses 2021: $3,998,530Net Income 2021: -$53,6222021Revenue 2022: $4,133,204Expenses 2022: $3,925,989Net Income 2022: $207,2152022Revenue 2023: $6,070,510Expenses 2023: $5,614,234Net Income 2023: $456,2762023Revenue 2025: $6,510,202Expenses 2025: $6,086,133Net Income 2025: $424,0692025

Highlighted filing

2025

Revenue$6,510,202
Expenses$6,086,133
Net Income$424,069
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 17, 2026
Return Version
2024v5.5
Gross Receipts
$6,510,202
Mission and Program Overview

Mission

To assist persons with disabilities and seniors through managed long term supports and services to obtain home modifications through their assigned managed care organization by assisting the mco with coordination, management and logistical provisions for the completion of the home modification project.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,512,788$6,641,036▲ $2,128,248
Savings and Temporary Cash Investments$843,641$502,593▼ $341,048
Land, Buildings, and Equipment, Net$69,645$51,697▼ $17,948
Prepaid Expenses and Deferred Charges$2,215$2,215→ $0
Total Assets$5,428,289$7,197,541▲ $1,769,252
Liabilities
Other Liabilities$4,950,049$6,448,555▲ $1,498,506
Accounts Payable and Accrued Expenses$176,259$22,936▼ $153,323
Total Liabilities$5,126,308$6,471,491▲ $1,345,183
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$301,981$726,050▲ $424,069
Total Net Assets Fund Balance$301,981$726,050▲ $424,069
Total Liabilities and Net Assets / Fund Balance$5,428,289$7,197,541▲ $1,769,252

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$48,380$49,666$98,046
Equipment$3,317$13,742$17,059
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

Highest Paid Contractors

ContractorServicesLocationCompensation
Uds Home ModificationsConstruction And Remodeling Services2270 ERIN COURT, Lancaster, PA 17601$1,289,241
All AccessConstruction And Remodeling Services2036 FAIRMOUNT AVE, Philadelphia, PA 19130$599,490
Diversified ConstructionConstruction And Remodeling Services23 OLD SCHOOL HOUSE RD, Selinsgrove, PA 17870$567,926
Independent Home SolutionsConstruction And Remodeling Services1520 COMMERCE DR, Lancaster, PA 17601$510,361
Marx Medical EquipmentConstruction And Remodeling Services2814 EAST ALLEGHENY AVENUE, Philadelphia, PA 19134$250,604
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,484,926
Investment Income
$25,276
Other Revenue
$0
Change in Net Assets
$424,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,086,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,569,677--$4,569,677
Fees for Services Management$264,299--$264,299
Occupancy$47,293--$47,293
Travel$28,441--$28,441
Depreciation Depletion$21,245--$21,245
Insurance$19,389--$19,389
Fees for Services Accounting$14,002--$14,002
Other Expenses$1,322--$1,322
All Other Expenses$1,011--$1,011
Fees for Services Legal$262--$262
Total Functional Expenses$6,086,133$0$0$6,086,133
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
Payables to Affiliated Organizations$6,448,555
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Management services were provided by affiliated organizations.

Form 990, Part VI, Section A, Line 6

United disabilities services foundation (foundation) is the sole member of accessible solutions brokerage (asb). As sole member, the foundation has significant rights as described below.

Form 990, Part VI, Section A, Line 7A

The foundation, as sole member of asb, may appoint and remove all members of the board of directors of asb.

Form 990, Part VI, Section A, Line 7B

United disabilities services foundation, as sole member of asb, has the power: (a) to amend asb' articles or bylaws: (b) to purchase, sell, lease or encumber with debt in any way real property of asb, or to create any encumbrance upon or execute any debt instrument affecting or restricting any asset of asb in excess of an amount specified from time to time by resolution of the sole member, and in excess of the annual capital and operating budgets of asb: (c) to transfer any assets of asb not in the ordinary course of business if the amount involved in any such transaction is in excess of an amount specified form time to time by resolution of the sole member; (d) to approve non-budgeted expenditures by asb of such amounts specified from time to time by the sole member; (e) to approve the annual operating and capital budgets of asb; (f) to appoint and remove all members of the board of directors of asb; (g) to approve the selection of the president, the approval of which shall not be unreasonably withheld; (h) to approve, before it may become effective, the creation of any taxable or tax-exempt subsidiary organization of asb; and (i) to approve investment advisors, managers, outside legal counsel, and auditors of asb.

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, conflict of interest is discussed during the annual board meeting.

Form 990, Part VI, Section B, Line 15

United disabilities services foundation, (udsf) the sole member, has a formal executive compensation process. Udsf periodically completes an executive compensation study by selecting an outside, independent advisor. The advisor works with our sr. Leadership team and our board of directors to review job descriptions , organization background and future strategy and financial information. The advisor conducts a market analysis by soliciting multiple survey sources and viewing data by industry segment, non-profit segments, regional scope and similar revenue size. The advisor presents findings and recommendations to the executive committee of the board. Uds also has a formal director-level compensation process. It is the same process as the executive process. However, the findings are presented to and approved by the senior leadership team and human resources.

Form 990, Part VI, Section C, Line 19

Made available upon written request.

Filing and Contact Details

Filer

Filer Name
Accessible Solutions Brokerage LLC
EIN
81-2597265
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
2016
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
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 IX, Line 11G

Contractor services: program service expenses 4,569,677. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,569,677.

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:

Accessible solutions brokerage 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/PersonNm15ROBIN ULRICH
IRS990/Form990PartVIISectionAGrp/PersonNm16ERIK LOFGREN
IRS990/Form990PartVIISectionAGrp/PersonNm17MASON SMELTZER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17122669
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP MARKETING & BUS DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt14HCBS EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16IT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SVP PROGRAM OPERATIONS
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IRS990/MinutesOfCommitteesInd01
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04117813

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