Civic Intelligence

Appalachian Assistive Technology Loan Fund Inc.

990 • Fiscal year 2022 • EIN 86-1763469

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 21, 2023

1004 W 9th Ave First FloorKing Of Prussia, PA 19406

(484) 674-0506

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

38th percentile

0.04x

Higher debt load relative to revenue than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

90th percentile

$193,209

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 159.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$1,654,838

Down $192,766 (-10%) from 2021

Net Assets

Down

$1,650,263

Down $176,664 (-9.7%) from 2021

Liabilities

Down

$4,575

Down $16,102 (-78%) from 2021

Revenue

Up

$121,294

Up $121,294 from 2021

Expenses

Up

$83,469

Up $62,792 (+304%) from 2021

Net Income

Up

$37,825

Up $58,502 (+283%) from 2021

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $1,847,604Liabilities 2021: $20,677Net Assets 2021: $1,826,9272021Assets 2022: $1,654,838Liabilities 2022: $4,575Net Assets 2022: $1,650,2632022Assets 2023: $2,933,750Liabilities 2023: $216,330Net Assets 2023: $2,717,4202023Assets 2024: $3,155,395Liabilities 2024: $61,656Net Assets 2024: $3,093,7392024

Highlighted filing

2022

Assets$1,654,838
Liabilities$4,575
Net Assets$1,650,263

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2021: $0Expenses 2021: $20,677Net Income 2021: -$20,6772021Revenue 2022: $121,294Expenses 2022: $83,469Net Income 2022: $37,8252022Revenue 2023: $107,439Expenses 2023: $146,154Net Income 2023: -$38,7152023Revenue 2024: $527,702Expenses 2024: $218,732Net Income 2024: $308,9702024

Highlighted filing

2022

Revenue$121,294
Expenses$83,469
Net Income$37,825
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 21, 2023
Return Version
2021v4.2
Gross Receipts
$121,294
Mission and Program Overview

Mission

To provide financing opportunities to individuals with disabilities for the purchase of assistive technology devices and services that improve the quality of their lives.

To provide financing opportunities to individuals with disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,497,613$1,267,824▼ $229,789
Other Notes and Loans Receivable, Net$302,491$229,816▼ $72,675
Cash and Non-Interest-Bearing Accounts$47,500$157,198▲ $109,698
Total Assets$1,847,604$1,654,838▼ $192,766
Liabilities
Other Liabilities$20,677$0▼ $20,677
Accounts Payable and Accrued Expenses-$4,575-
Total Liabilities$20,677$4,575▼ $16,102
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,826,927$1,650,263▼ $176,664
Total Net Assets Fund Balance$1,826,927$1,650,263▼ $176,664
Total Liabilities and Net Assets / Fund Balance$1,847,604$1,654,838▼ $192,766
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Susan TachauCEO-PATF; E.D. AATLF; VP AS OF DEC 22PT$193,209$193,209

Board Members and Trustees

NameTitle
Jeffrey CooperPresident
Nancy MurrayVice President
Jessica Marquez-gatesDirector
Mitch BilkerDirector
Sybille DamasDirector
Keisha DeonarineDirector as of April 2022
Susan TachauCEO-PATF; E.D. AATLF; VP AS OF DEC 2
Evan DavisSecretary
Carla ManningsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,000
Program Service Revenue
$0
Investment Income
$46,294
Other Revenue
$0
Change in Net Assets
$37,825

Audited Revenue Reconciliation

Revenue per Audited Statements
$109,701
Revenue Not Reported on Financial Statements
$11,593
Revenue Not Reported on Form 990
$-207,139
Total Revenue per Audited Statements
$-97,438
Total Revenue per Form 990
$121,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,536
Salaries, Compensation, and Employee Benefits$11,933
Total Fundraising Expense$1,528
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$19,764$632$379$20,775
Fees for Service Investment Mgmnt Fees$8,115$3,478-$11,593
Other Salaries and Wages$8,562$864$518$9,944
Fees for Services Accounting$3,939$397$238$4,574
Fees for Services Legal$2,887$291$175$3,353
Office Expenses$1,883$189$114$2,186
Other Employee Benefits$1,712$173$104$1,989
Advertising$1,000--$1,000
Occupancy$450--$450
Other Expenses$183--$183
Total Functional Expenses$75,917$6,024$1,528$83,469

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$83,469
Total Expenses per Audited Statements$79,226
Expenses per Audited Statements$71,876
Expenses Not Reported on Financial Statements$11,593
Expenses Not Reported on Form 990$7,350
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Management and the board review and discuss the 990 for approval before filing.

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

The conflict of interest policy shall be reviewed by the board annually for the information and guidance of members of the board and officers, and brought to the attention of new members of the board and officers. In this connection, the board shall, by resolution, adopt a statement of policy for distribution to such members and officers explaining the obligations of such individuals under applicable law.

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

The ceo and executive director's compensation and benefits are paid by a related organization for the oversight of aatlf. The ceo and executive director completes a self-evaluation to reflect on performance and goals established in the previous review and goals for the coming year. The self-evaluation is forwarded to the related entity's board along with comments from board members on accomplishments of the ceo and executive director. The board establishes a pay range which reflects the pay for comparable positions in the market of the foundation. The board will evaluate the pay range at least once every three years through other non-profit compensation studies or a commissioned study. The board president will meet with the ceo and executive director to complete the review, agree on goals and advise the ceo and executive director of the compensation decision.

Form 990, Part VI, Section C, Line 18

Documents are available upon request.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Appalachian Assistive Technology Loan
EIN
86-1763469
Phone
4846740506
Address
1004 W 9TH AVE FIRST FLOOR, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Susan Tachau
Title
Vice-president
Phone
4846740506
Signed
2023-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Tachau
Formed
2021
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Herbein Company Inc
Address
2763 CENTURY BOULEVARD, READING, PA 19610
Preparer
Linda S Himeback CPA
Phone
6103781175
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Line A

The organization operates on a fiscal year ended june 30. The form 1023 was filed with the incorrect year end date of december 31. The 2020 form 990 was filed noting a change in accounting period and year end date as june 30.

Form 990, Part IX, Line 11G

Consultants: program service expenses 19,764. Management and general expenses 632. Fundraising expenses 379. Total expenses 20,775.

Financial Statement Notes

PART X, LINE 2:

In accordance with generally accepted accounting principles, the organization accounts for uncertain tax positions relative to unrelated business income, if any, as required.

Raw XML AppendixShowing 400 of 471 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
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04575
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCING OPPORTUNITIES TO INDIVIDUALS WITH DISABILITIES
IRS990/AdvertisingGrp/ProgramServicesAmt01000
IRS990/AdvertisingGrp/TotalAmt01000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04846740506
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01004 W 9TH AVE FIRST FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0KING OF PRUSSIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019406
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt047500
IRS990/CashNonInterestBearingGrp/EOYAmt0157198
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt075000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt046294
IRS990/CYOtherExpensesAmt071536
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt037825
IRS990/CYSalariesCompEmpBnftPaidAmt011933
IRS990/CYTotalExpensesAmt083469
IRS990/CYTotalFundraisingExpenseAmt01528
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0121294
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE APPALACHIAN ASSISTIVE TECHNOLOGY LOAN FUND (AATLF) WAS FOUNDED IN 2021 AS A NON-PROFIT ORGANIZATION TO PROVIDE ACCESS TO ASSISTIVE TECHNOLOGY DEVICES AND SERVICES THROUGH LOW OR NO-INTEREST LOANS TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES WHO LIVE IN A STATE WITHIN THE APPALACHIAN REGION FOR THE PURPOSE OF GAINING GREATER INDEPENDENCE, PRODUCTIVITY, AND INCLUSION IN THE COMMUNITY. AATLF HAS APPLIED TO BECOME A FEDERALLY CERTIFIED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI). AATLF IS A SUBSIDIARY OF PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt075917
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0238
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0397
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03939
IRS990/FeesForServicesAccountingGrp/TotalAmt04574
IRS990/FeesForServicesLegalGrp/FundraisingAmt0175
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0291
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02887
IRS990/FeesForServicesLegalGrp/TotalAmt03353
IRS990/FeesForServicesOtherGrp/FundraisingAmt0379
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0632
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt019764
IRS990/FeesForServicesOtherGrp/TotalAmt020775
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03478
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt08115
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011593
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt032.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt815249
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm2EVAN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLA MANNINGS
IRS990/Form990PartVIISectionAGrp/PersonNm4SYBILLE DAMAS
IRS990/Form990PartVIISectionAGrp/PersonNm5JESSICA MARQUEZ-GATES
IRS990/Form990PartVIISectionAGrp/PersonNm6MITCH BILKER
IRS990/Form990PartVIISectionAGrp/PersonNm7KEISHA DEONARINE
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN TACHAU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/ReportableCompFromRltdOrgAmt8177960
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AS OF APRIL 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO-PATF; E.D. AATLF; VP AS OF DEC 22
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt020233
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt075000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020233
IRS990/GrossReceiptsAmt0121294
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt026061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026061
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01497613
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01267824
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCING OPPORTUNITIES TO INDIVIDUALS WITH DISABILITIES FOR THE PURCHASE OF ASSISTIVE TECHNOLOGY DEVICES AND SERVICES THAT IMPROVE THE QUALITY OF THEIR LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01826927
IRS990/NetAssetsOrFundBalancesEOYAmt01650263
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020233
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020233
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-214489
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01826927
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01650263
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0450
IRS990/OccupancyGrp/TotalAmt0450
IRS990/OfficeExpensesGrp/FundraisingAmt0114
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0189
IRS990/OfficeExpensesGrp/ProgramServicesAmt01883
IRS990/OfficeExpensesGrp/TotalAmt02186
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0104
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0173
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01712
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01989
IRS990/OtherExpensesGrp/Desc0LOAN PROGRAMS
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2EVALUATION AND BUSINESS
IRS990/OtherExpensesGrp/ProgramServicesAmt015327
IRS990/OtherExpensesGrp/ProgramServicesAmt112095
IRS990/OtherExpensesGrp/ProgramServicesAmt2183
IRS990/OtherExpensesGrp/TotalAmt015327
IRS990/OtherExpensesGrp/TotalAmt112095
IRS990/OtherExpensesGrp/TotalAmt2183
IRS990/OtherLiabilitiesGrp/BOYAmt020677
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0518
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0864
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08562
IRS990/OtherSalariesAndWagesGrp/TotalAmt09944
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0302491
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0229816
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN TACHAU
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt020677
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-20677
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt020677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt037825
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt075000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026061
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt026061
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt075000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075000
IRS990ScheduleA/Total509Grp/TotalAmt075000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101061
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0101061
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt07350
IRS990ScheduleD/DonatedServicesUseFcltsAmt07350
IRS990ScheduleD/ExpensesNotReportedAmt07350
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt011593
IRS990ScheduleD/ExpensesSubtotalAmt071876
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt011593
IRS990ScheduleD/InvestmentExpensesNotIncldAmt011593
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-214489
IRS990ScheduleD/RevenueNotReportedAmt0-207139
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011593
IRS990ScheduleD/RevenueSubtotalAmt0109701
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS RELATIVE TO UNRELATED BUSINESS INCOME, IF ANY, AS REQUIRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt083469
IRS990ScheduleD/TotalRevenuePerForm990Amt0121294
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-97438
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt079226
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0177960
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06465
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SUSAN TACHAU
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO-PATF; E.D. AATLF; VP AS OF DEC 2
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0193209
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO AND EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFITS ARE PAID BY A RELATED ORGANIZATION FOR THE OVERSIGHT OF AATLF. THE CEO AND EXECUTIVE DIRECTOR COMPLETES A SELF-EVALUATION TO REFLECT ON PERFORMANCE AND GOALS ESTABLISHED IN THE PREVIOUS REVIEW AND GOALS FOR THE COMING YEAR. THE SELF-EVALUATION IS FORWARDED TO THE RELATED ENTITY'S BOARD ALONG WITH COMMENTS FROM BOARD MEMBERS ON ACCOMPLISHMENTS OF THE CEO AND EXECUTIVE DIRECTOR. THE BOARD ESTABLISHES A PAY RANGE WHICH REFLECTS THE PAY FOR COMPARABLE POSITIONS IN THE MARKET OF THE FOUNDATION. THE BOARD WILL EVALUATE THE PAY RANGE AT LEAST ONCE EVERY THREE YEARS THROUGH OTHER NON-PROFIT COMPENSATION STUDIES OR A COMMISSIONED STUDY. THE BOARD PRESIDENT WILL MEET WITH THE CEO AND EXECUTIVE DIRECTOR TO COMPLETE THE REVIEW, AGREE ON GOALS AND ADVISE THE CEO AND EXECUTIVE DIRECTOR OF THE COMPENSATION DECISION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OPERATES ON A FISCAL YEAR ENDED JUNE 30. THE FORM 1023 WAS FILED WITH THE INCORRECT YEAR END DATE OF DECEMBER 31. THE 2020 FORM 990 WAS FILED NOTING A CHANGE IN ACCOUNTING PERIOD AND YEAR END DATE AS JUNE 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT AND THE BOARD REVIEW AND DISCUSS THE 990 FOR APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY SHALL BE REVIEWED BY THE BOARD ANNUALLY FOR THE INFORMATION AND GUIDANCE OF MEMBERS OF THE BOARD AND OFFICERS, AND BROUGHT TO THE ATTENTION OF NEW MEMBERS OF THE BOARD AND OFFICERS. IN THIS CONNECTION, THE BOARD SHALL, BY RESOLUTION, ADOPT A STATEMENT OF POLICY FOR DISTRIBUTION TO SUCH MEMBERS AND OFFICERS EXPLAINING THE OBLIGATIONS OF SUCH INDIVIDUALS UNDER APPLICABLE LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CEO AND EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFITS ARE PAID BY A RELATED ORGANIZATION FOR THE OVERSIGHT OF AATLF. THE CEO AND EXECUTIVE DIRECTOR COMPLETES A SELF-EVALUATION TO REFLECT ON PERFORMANCE AND GOALS ESTABLISHED IN THE PREVIOUS REVIEW AND GOALS FOR THE COMING YEAR. THE SELF-EVALUATION IS FORWARDED TO THE RELATED ENTITY'S BOARD ALONG WITH COMMENTS FROM BOARD MEMBERS ON ACCOMPLISHMENTS OF THE CEO AND EXECUTIVE DIRECTOR. THE BOARD ESTABLISHES A PAY RANGE WHICH REFLECTS THE PAY FOR COMPARABLE POSITIONS IN THE MARKET OF THE FOUNDATION. THE BOARD WILL EVALUATE THE PAY RANGE AT LEAST ONCE EVERY THREE YEARS THROUGH OTHER NON-PROFIT COMPENSATION STUDIES OR A COMMISSIONED STUDY. THE BOARD PRESIDENT WILL MEET WITH THE CEO AND EXECUTIVE DIRECTOR TO COMPLETE THE REVIEW, AGREE ON GOALS AND ADVISE THE CEO AND EXECUTIVE DIRECTOR OF THE COMPENSATION DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTANTS: PROGRAM SERVICE EXPENSES 19,764. MANAGEMENT AND GENERAL EXPENSES 632. FUNDRAISING EXPENSES 379. TOTAL EXPENSES 20,775.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, LINE A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232953796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION & FINANCING OPPORTUNITIES FOR PEOPLE WITH DISABILITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01004 W 9TH AVENUE FIRST FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KING OF PRUSSIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019406
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt011933
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt14776
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01847604
IRS990/TotalAssetsEOYAmt01654838
IRS990/TotalAssetsGrp/BOYAmt01847604
IRS990/TotalAssetsGrp/EOYAmt01654838

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings