2022-09-15T09:50:42-05:00 2021-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2021-01-01 520846389 AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES AMER 7035357850 1101 KING ST 380 ALEXANDRIA VA 223142962 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 7035357850 2022-09-14 1 BARBARA MERRILL 999009999 GLENN MILLER CPA P00086726 7035190990 2022-09-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BARBARA E MERRILL 1101 KING ST 380 ALEXANDRIA VA 223142962 4219810 0 X WWW.ANCOR.ORG X 1970 VA ANCOR'S MISSION IS TO ADVANCE THE ABILITY OF OUR MEMBERS IN SUPPORTING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO FULLY PARTICIPATE IN THEIR COMMUNITIES. 15 15 17 366 189554 156653 21597 61948 2950197 3223227 48601 128457 359820 389330 3380215 3802962 17000 136437 0 0 2231462 2186556 0 0 0 942978 1141533 3191440 3464526 188775 338436 3516352 4177279 865980 994172 2650372 3183107 X ANCOR'S MISSION IS TO ADVANCE THE ABILITY OF OUR MEMBERS IN SUPPORTING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO FULLY PARTICIPATE IN THEIR COMMUNITIES. 0 0 GOVERNMENT RELATIONS AND PUBLIC POLICY: ANCOR'S GOVERNMENT RELATIONS TEAM CONSISTS OF FOUR FEDERAL POLICY EXPERTS WHO SHARE THE GOAL OF SHAPING POLICIES THAT ALLOW ANCOR'S MEMBERS TO PROVIDE QUALITY SUPPORTS AND SERVICES TO PEOPLE WITH DISABILITIES. THE GOVERNMENT RELATIONS TEAM IS RESPONSIBLE FOR THE ASSOCIATION'S RELATIONSHIPS WITH CONGRESS, FEDERAL AGENCIES, THE WHITE HOUSE AND OTHER NATIONAL POLICY ORGANIZATIONS. LED BY A LEADERSHIP STRUCTURE OF ITS MEMBERS, ANCOR'S GOVERNMENT RELATIONS PROGRAM PLAYED A SIGNIFICANT ROLE IN ENSURING ADEQUATE FEDERAL RESPONSE TO THE COVID-19 CRISIS, ALL WHILE ADVANCING INNOVATIVE PUBLIC POLICIES THAT STRENGTHEN THE MEDICAID PROGRAM. MEMBERSHIP SERVICES: ANCOR STAFF BUILDS MEMBERS' CAPACITY THROUGH TECHNICAL ASSISTANCE, WEBINARS AND SPEAKING ENGAGEMENTS ON A RANGE OF TOPICS FROM NATIONAL INDUSTRY TRENDS TO REGULATORY ISSUES TO STRATEGIC PLANNING. ANCOR PROMOTES NETWORKING OPPORTUNITIES FOR MEMBERS, BOTH ONLINE VIA THE CONNECTED COMMUNITY AND IN PERSON WHERE POSSIBLE. MEMBERS ALSO HAVE THE OPPORTUNITY TO DEVELOP THEIR LEADERSHIP CAPACITY BY SERVING ON BOARDS AND COMMITTEES; TO TAKE ADVANTAGE OF DISCOUNTS THROUGH THE SHARED RESOURCES PURCHASING NETWORK; AND TO POST OR FIND EMPLOYMENT OPENINGS ON THE ANCOR JOB BOARD. COMMUNICATIONS: IN 2021, MARKETING & COMMUNICATIONS EFFORTS EXPANDED THE NUMBER OF ANCOR MEMBERS TO NEARLY 2,000, DEEPENED ENGAGEMENT WITH THOSE MEMBERS, RAISED ANCOR'S VISIBILITY IN TRADITIONAL AND DIGITAL MEDIA, AND RAISED PUBLIC AWARENESS ABOUT KEY ISSUES FACING ANCOR MEMBERS. THESE EFFORTS WERE KEY TO INFORMING AND MOBILIZING MEMBERS TO RESPOND EFFECTIVELY TO THE PANDEMIC, INCREASING REVENUE FOR CONFERENCES AND EVENTS, GARNERING PUBLIC ATTENTION FOR THE DSP WORKFORCE CRISIS, RAISING VISIBILITY OF ANCOR MEMBER AWARD RECIPIENTS AND EMERGING LEADERS, STRENGTHENING RELATIONSHIPS WITH PARTNERS AND SPONSORS, AND MORE. CONFERENCES: EACH YEAR, ANCOR HOSTS AN ANNUAL CONFERENCE AND AN ANNUAL POLICY SUMMIT. THE 2021 ANNUAL CONFERENCE, HELD VIRTUALLY GIVEN THE ONGOING COVID-19 PANDEMIC, SHOWCASED BEST PRACTICES, THE LATEST POLICY AND REGULATORY UPDATES, AND MORE, ALL TAILORED TO SUPPORTING MEMBERS TO REMAIN HIGHLY EFFECTIVE DURING THE PUBLIC HEALTH EMERGENCY.THE 2021 POLICY SUMMIT & HILL DAY, ALSO HELD VIRTUALLY, FOCUSED ON POLICY PRIORITIES AND ADVOCACY AND DREW MORE THAN 200 PARTICIPANTS. PUBLICATIONS: ANCOR OFFERS ITS MEMBERS AND OTHER ADVOCATES A WIDE ARRAY OF PUBLICATIONS, BOTH IN THE FORM OF SIGNATURE RESEARCH AND RECURRING PERIODICALS. EACH WEEK, MEMBERS RECEIVE CAPITOL CORRESPONDENCE, A WEEKLY ROUNDUP OF INFORMATION ABOUT OUR FEDERAL POLICY PRIORITIES; THE STATESIDE REPORT, A WEEKLY DIGEST OF POLICY DEVELOPMENTS IN THE STATES; AND THE WEEKLY UPDATE, A ROUNDUP OF UPCOMING EVENTS, OPPORTUNITIES AND MORE. ON A MONTHLY BASIS, ANCOR RELEASES CONNECTIONS, A NEWSLETTER THAT INCLUDES CONTENT AUTHORED BY ANCOR STAFF, MEMBERS AND PARTNERS. AND, IN 2021, ANCOR RELEASED SEVERAL STANDALONE PUBLICATIONS, INCLUDING A CASE FOR INCLUSION SPECIAL REPORT HIGHLIGHTING POLICY SOLUTIONS TO CHALLENGES IN OUR INDUSTRY AMPLIFIED BY THE PANDEMIC, AS WELL AS HIGHLIGHTS FROM SURVEY DATA GAUGING THE TRUE IMPACT OF THE DIRECT SUPPORT WORKFORCE CRISIS ON COMMUNITY PROVIDERS AND THE PEOPLE THEY SERVE. 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 27 0 17 1 1 1 0 0 0 1 1 0 0 0 X 15 15 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X CYNTHIA ALLEN DE RAMOS 7035357850 1101 KING STREET STE 380 ALEXANDRIA VA 223142962 HEIDI MANSIR PRESIDENT 1.00 X X 0 0 0 DIANE BEASTROM VICE PRESIDENT 1.00 X X 0 0 0 JENNIFER SAUNDERS SECRETARY/TREASURER 1.00 X X 0 0 0 ROBERT BUDD PAST PRESIDENT 1.00 X X 0 0 0 JON FISHER DIRECTOR 1.00 X 0 0 0 SHELLY CHANDLER DIRECTOR 1.00 X 0 0 0 CHARLES J HOOKER III DIRECTOR 1.00 X 0 0 0 JOSHUA EVANS DIRECTOR 1.00 X 0 0 0 LORI KRESS DIRECTOR 1.00 X 0 0 0 KELLY JEPSON DIRECTOR 1.00 X 0 0 0 MARK MATULKA DIRECTOR 1.00 X 0 0 0 LINDA PLOURDE DIRECTOR 1.00 X 0 0 0 CHRIS STEVENSON DIRECTOR (THRU 10/2021) 1.00 1.00 X 0 0 0 TONY THOMAS DIRECTOR 1.00 X 0 0 0 CHAD VONAHNEN DIRECTOR 1.00 X 0 0 0 RITA WIERSMA DIRECTOR (FROM 10/2021) 1.00 1.00 X 0 0 0 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 39.00 1.00 X 339134 0 20636 GABRIELLE SEDOR CHIEF OPERATIONS OFFICER 34.00 6.00 X 170069 0 20393 CARRIE SHANNON MCCRACKEN VP, GOVERNMENT RELATIONS 40.00 X 169340 0 20370 SEAN LUECHTEFELD COMMUNICATIONS SR. DIRECTOR 37.00 3.00 X 139224 0 19194 CYNTHIA ALLEN DE RAMOS DIRECTOR OF FINANCE 37.00 3.00 X 126965 0 19439 DONNA MARTIN SR. DIRECTOR OF STATE PARTNERSHIPS AND INNOVATION 40.00 X 116569 0 5469 ANDREW VINCENT IT DIRECTOR 40.00 X 106947 0 4357 1168248 0 109858 7 0 1 0 ALFONSO GUIDA 440 FIRST ST NW STE 430 WASHINGTON DC 20001 LOBBYING SERVICES 140000 1 61948 61948 MEMBERSHIP DUES 900099 2645382 2645382 CONFERENCES AND MEETIN 561920 382041 382041 ADVERTISING REVENUE 541800 111641 111641 AFFINITY PROGRAMS 900004 60413 60413 EXCLUSIVE SPONSORSHIP 900099 17500 17500 6250 6250 3223227 45305 45305 385043 385043 500000 416848 83152 83152 83152 4287 4287 4287 3802962 3033673 189554 517787 136437 550232 1278438 35945 196792 125149 3816 53887 167283 250036 16851 107344 227690 71177 51174 33748 33637 26649 UNRELATED BUSINESS INCO 43463 DUES AND SUBSCRIPTIONS 34767 20011 3464526 362280 321781 190052 74044 128813 150134 100234 86638 587066 344337 250584 242729 1285037 2828670 1175180 301149 1000 11022 140484 12150 31650 3516352 4177279 188970 195005 662645 768593 14365 30574 865980 994172 X 2584918 3140038 65454 43069 2650372 3183107 3516352 4177279 338436 194299 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2645382 167283 167283 211631 -44348 65800 65800 409970 266742 143228 111296 77595 33701 242729 MONEY MARKET FUNDS 301149 C 301149 CAPITAL LEASE PAYABLE 1074 DEFERRED COMPENSATION LIABILITY 29500 30574 1 ANCOR FOUNDATION INC 1101 KING STREET STE 380 ALEXANDRIA VA 22314 541978656 501(C)(3) 135437 0 TO SUPPORT ANCOR FOUNDATION IN FURTHERING ITS MISSION 1 0 PART I, LINE 2: ANCOR SUPPORTS THE WORK OF ORGANIZATIONS IN ITS INDUSTRY THROUGH UNRESTRICTED DONATIONS OR EVENT SPONSORSHIPS, WHICH ARE GENERALLY $5,000 OR LESS, WITH THE UNDERSTANDING ANY FUNDS NOT USED FOR THE EVENT WILL BE USED TO FURTHER THE ORGANIZATION'S MISSION. BECAUSE ANCOR FOUNDATION IS STAFFED BY ANCOR EMPLOYEES, GRANTS ANCOR AWARDS TO ANCOR FOUNDATION ARE MONITORED BY ANCOR AS GRANT FUNDS ARE DISBURSED, WITH OVERSIGHT BY ANCOR'S OUTSIDE ACCOUNTING CONSULTANT. X X X X 0 0 0 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 289994 0 39140 0 10000 0 10041 0 10595 0 359770 0 0 0 GABRIELLE SEDOR CHIEF OPERATIONS OFFICER 157685 0 12384 0 0 0 5045 0 15348 0 190462 0 0 0 CARRIE SHANNON MCCRACKEN VP, GOVERNMENT RELATIONS 152179 0 17161 0 0 0 5009 0 15361 0 189710 0 0 0 SEAN LUECHTEFELD COMMUNICATIONS SR. DIRECTOR 131484 0 7740 0 0 0 4120 0 15074 0 158418 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION ADOPTED AMENDED BYLAWS IN NOVEMBER 2021 WHICH RESULTED IN SIGNIFICANT CHANGES TO THE PREVIOUS VERSION OF THIS DOCUMENT. THE ORGANIZATION MADE MINOR EDITS TO ITS EXEMPT PURPOSE/MISSION STATEMENT TO REFLECT THE CURRENT PURPOSE AND GOALS OF THE ORGANIZATION. IN ADDITION, THE ORGANIZATION MADE SEVERAL CHANGES TO THE RESPONSIBILITIES AND COMPOSITION OF THE BOARD OF DIRECTORS, AS FOLLOWS: - THE BOARD'S RESPOSIBILITIES WERE INCREASED - THE BOARD IS NOW RESPONSIBLE FOR INTERPRETING MEMBERSHIP CRITERIA, CREATING A CLASS OF ASSOCIATE (NON-VOTING) MEMBERS, AS WELL AS OVERSEEING THE CREATION OF STANDING COMMITTEES, AD HOC OR TEMPORARY COMMITEES, WORKGROUPS, TASK FOCES, AND/OR STUDY COUNCILS AS IT DEEMS APPROPRIATE. - INCREASED THE MAXIMUM NUMBER OF BOARD MEMBERS FROM 16 TO 17. - DECREASDE THE NUMBER OF DIRECTORS WHO MUST BE EMPLOYED BY A FULL MEMBER IN GOOD STANDING AND IS ELECTED BY THE FULL MEMBERS FROM 12 TO 4. - INCREASED THE NUMBER OF DIRECTORS WHO MUST BE EMPLOYED BY A FULL MEMBER IN GOOD STANDING AND IS ELECTED BY THE BOARD OF REPRESENTATIVES FROM 1 TO 3. - THE BOARD MUST INCLUDE ONE 100% STATE ASSOCIATION EXECUTIVE ELECTED BY THE 100% STATE ASSOCIATIONS, AS WELL AS ONE DIRECTOR ELECTED BY THE ANCOR FOUNDATION. - THE BOARD MEMBERSHIP IS NOW LIMITED TO NO MORE THAN ONE MEMBER FROM ANY SINGLE PARENT CORPORATION OR ENTITY. FORM 990, PART VI, SECTION A, LINE 6 ANCOR OFFERS FOUR LEVELS OF MEMBERSHIP TO ACCOMMODATE DIFFERENT LEVELS OF INTERESTS AND AFFILIATIONS. FULL MEMBERSHIP IS FOR ANY PERSON, PARTNERSHIP, FIRM, ASSOCIATION, OR CORPORATION THAT PROVIDES OR COORDINATES SERVICES OR SUPPORTS FOR ONE OR MORE PEOPLE WITH DISABILITIES AND IS NOT OWNED AND OPERATED BY A PUBLIC ENTITY. ASSOCIATE MEMBERSHIP IS FOR PARENTS, STAFF, AND FRIENDS OF AGENCIES THAT ARE FULL MEMBERS OR ASSOCIATES OF ANCOR, CONSULTANTS, LAW FIRMS, SUPPLIERS, OR LICENSING/MONITORING ENTITIES RELATED TO BUT NOT PROVIDING SUPPORTS AND SERVICES TO PEOPLE WITH DISABILITIES OR TO PUBLIC AGENCIES PROVIDING SERVICES TO PEOPLE WITH DISABILITIES. AN ASSOCIATE IS ENTITLED TO ALL MEMBERSHIP BENEFITS EXCLUDING THE RIGHT TO VOTE OR HOLD OFFICE IN ANCOR. STATE ASSOCIATION MEMBERSHIP IS ENTITLED TO ALL ANCOR MEMBERSHIP BENEFITS AND RESOURCES, EXCLUDING THE RIGHT TO INDIVIDUALLY VOTE IN ELECTIONS. IN ADDITION, THE STATE ASSOCIATION EXECUTIVE OR DESIGNEE IS INVITED TO PARTICIPATE IN THE ANCOR STATE PROVIDER ASSOCIATION EXECUTIVE FORUM. THE STATE PROVIDER ASSOCIATION EXECUTIVES FORUM ELECTS ONE INDIVIDUAL TO SERVE AS ITS VOTING REPRESENTATIVE ON THE BOARD OF DIRECTORS. 100% STATE ASSOCIATION MEMBERSHIP PROVIDES AN OPPORTUNITY FOR ALL PROVIDER MEMBERS OF THAT STATE ASSOCIATION TO BECOME ANCOR MEMBERS WITH FULL MEMBERSHIP BENEFITS. FORM 990, PART VI, SECTION A, LINE 7A FULL MEMBERS HAVE THE RIGHT TO VOTE IN ANCOR ELECTIONS TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ASSOCIATION'S BYLAWS REQUIRE A TWO-THIRDS MAJORITY VOTE OF THE FULL MEMBERSHIP ACTUALLY PARTICIPATING IN THE VOTE PROVIDED THAT A QUORUM HAS BEEN ACHIEVED. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PROVIDED TO THE DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE AND THE FINANCE ASSISTANT REVIEW THE RETURN FOR COMPLETENESS AND ACCURACY AND RECONCILE THE RETURN TO THE ASSOCIATION'S GENERAL LEDGER. THE RETURN IS THEN REVIEWED BY THE MEMBERS OF THE GOVERNING BODY AND THE CHIEF EXECUTIVE OFFICER WHO SIGNS THE RETURN UPON ACCEPTANCE. THE FINANCE COMMITTEE IS UPDATED ON THE STATUS OF THE FILING AND IS PROVIDED A COPY OF THE RETURN WHEN IT IS APPROVED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD, TRUSTEES AND THE CEO ANNUALLY DISCLOSE AND SIGN CONFLICT OF INTEREST STATEMENTS. IF A CONFLICT IS IDENTIFIED PRECAUTIONS ARE TAKEN TO HAVE THE INVOLVED PARTY RECUSE HIS/HER SELF FROM CONFLICTED DISCUSSIONS OR VOTES ON MATTERS CONCERNING THE AREA OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A A DESIGNATED COMMITTEE OF THE GOVERNING BODY DETERMINES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR POSITIONS. AN EMPLOYMENT AGREEMENT IS EXECUTED BETWEEN THE CHIEF EXECUTIVE OFFICER AND THE ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 ANCOR PROVIDES ITS POLICY AND PROCEDURES MANUAL, POSITION STATEMENTS, CONFLICT OF INTERESTY POLICY, AND THREE MOST RECENT FORM 990 FILINGS AND AUDITED FINANCIAL STATEMENTS ON THEIR WEBSITE. THERE ARE NO RESTRICTIONS ON THE ACCESSIBILITY OF THESE DOCUMENTS. ANCOR FOUNDATION INC 1101 KING ST STE 380 ALEXANDRIA VA 223142962 541978656 TO SUPPORT THE MISSION OF ANCOR VA 501(C)(3) LINE 12A, I AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES INC 1 ANCOR SERVICES CORPORATION 1101 KING ST STE 380 ALEXANDRIA VA 223142962 861109151 GROUP PURCHASE PROGRAMS VA AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES C -5324 1.00000 1 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 ANCOR SERVICES CORP F 107040 BOOK VALUE ANCOR FOUNDATION INC B 135437 BOOK VALUE