2025-03-04T17:12:28-06:00 2024-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2023-07-01 231687320 UNITED DISABILITIES SERVICES UNIT 7173971841 2270 ERIN COURT LANCASTER PA 17601 WILLIAM KEPNER CEO 7173971841 2025-02-28 1 1 ALYSSA N IRISH P02389116 7177617910 2025-02-28 2023 2025-03-06 01:10:19Z WILLIAM KEPNER 2270 ERIN COURT LANCASTER PA 17601 22836073 0 X WWW.UDSERVICES.ORG X 1976 PA HELPS TO ENHANCE THE INDEPENDENCE, THUS ENRICHING AND CHANGING THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES THROUGH CARE AND SUPPORT SERVICES. 10 10 315 50 0 0 765504 911346 19689514 21701452 13260 34539 130954 159285 20599232 22806622 0 0 0 0 14934777 17007770 0 0 65300 4235113 5462627 19169890 22470397 1429342 336225 36368284 39480191 14758543 17522349 21609741 21957842 X HELPS TO ENHANCE THE INDEPENDENCE, THUS ENRICHING AND CHANGING THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES THROUGH CARE AND SUPPORT SERVICES. 0 0 13067836 15611798 SERVICE COORDINATION - COORDINATING SERVICES FOR INDIVIDUALS WITH PHYSICAL OR AGE RELATED DISABILITIES WHO ARE RECEIVING SERVICES IN THEIR HOME. 2801719 3388071 HOME MODIFICATIONS - CREATING ACCESSIBLE HOUSING FOR INDIVIDUALS WITH DISABILITIES AND THE ELDERLY. 718131 57940 SERVICE DOGS - PROVIDING TRAINED DOGS TO PEOPLE WHO HAVE A MOBILITY DISABILITY IN ORDER TO LIVE FULLER LIVES. 178193 TRANSITION SCHOOL - PROVIDING HIGH SCHOOL STUDENTS, WITH A VARIETY OF DISABILITIES, INDEPENDENT LIVING SKILLS. 112691 173228 EMPLOYMENT SERVICES - DESIGNED TO MEET THE NEEDS OF LOCAL EMPLOYERS AND INDIVIDUALS WITH DISABILITIES. 16743 RECREATIONAL PROGRAMS - CREATING OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES TO GATHER AND HAVE FUN. 507268 234795 AUTISM 469925 394245 ACUTE CARE MANAGEMENT - DELIVERING CLINICALLY MANAGED INTERVENTIONS TO NAVIGATE THE INEQUITIES OF SOCIAL DETERMINANTS OF HEALTH FOR THE VULNERABLE PATIENTS WE SERVE. 1284820 802268 17872506 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 1 315 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ELIZABETH BRENNAN 7173971841 2270 ERIN COURT LANCASTER PA 17601 MATTHEW K PFEIFFENBERGER VICE-CHAIR 0.50 1.00 X X 0 0 0 MIKE CALLAHAN CHAIR 0.50 1.00 X X 0 0 0 RHONDA ULRICH SECRETARY 0.50 1.00 X X 0 0 0 ROBERT WALTER TREASURER 0.50 1.00 X X 0 0 0 KEVIN HANCOCK DIRECTOR 0.50 1.00 X 0 0 0 DANA HANCHIN DIRECTOR 0.50 1.00 X 0 0 0 KIMBERLY LYONS DIRECTOR 0.50 1.00 X 0 0 0 EDWARD SCHOENBERGER DIRECTOR 0.50 1.00 X 0 0 0 JOHN SHAND DIRECTOR 0.50 1.00 X 0 0 0 DALE WEAVER DIRECTOR 0.50 1.00 X 0 0 0 WILLIAM KEPNER CEO 36.00 4.00 X 241888 0 8549 ELIZABETH BRENNAN CFO 36.00 4.00 X 214332 0 9944 JUDY NAYLOR COO 38.00 2.00 X 205251 0 26943 NANCY MCCORMICK VP MARKETING & BUS DEV 29.00 11.00 X 171066 0 13476 DEBRA SCHEIDT HCBS EXEC DIRECTOR 40.00 X 133810 0 13299 ROBIN ULRICH HR DIRECTOR 36.00 4.00 X 130226 0 13260 ERIK LOFGREN IT DIRECTOR 36.00 4.00 X 129462 0 4571 1226035 0 90042 7 0 1 0 JOHN E WEAVER 346 CARTER MOIR DR LANCASTER PA 17601 CONSTRUCTION AND REMODELING SERVICES 261159 S2 CONTRACTORS PA LLC 958 LANCASTER PIKE QUARRYVILLE PA 17566 CONSTRUCTION AND REMODELING SERVICES 155152 2 392896 518450 25331 911346 NET PATIENT SERVICE REVENUE 624100 19864727 19864727 FISCAL SERVICES 624100 1793817 1793817 OTHER 624100 42908 42908 21701452 24633 24633 128201 0 128201 128201 128201 4906 6524 0 1524 4906 5000 9906 9906 59011 27927 31084 31084 22806622 21701452 0 193824 865845 346338 519507 14504610 13284146 1220464 517311 250567 266744 1120004 1005120 114884 8942 218 8724 10310 10310 187545 2144 185401 40061 40061 142609 9150 133459 112006 112006 167665 164607 3058 49297 40399 8898 39217 29116 10101 OTHER EXPENSES 2529739 626419 1903320 0 SUPPLIES 2096644 2096644 0 0 FUNDRAISING/GRANT EXPEN 65300 0 0 65300 EQUIPMENT 13166 7202 5964 0 126 126 22470397 17872506 4532591 65300 1019705 1433001 28702593 31396984 190734 217568 129906 180378 7816076 3094457 4925320 4721619 834788 861717 565238 668924 36368284 39480191 1609677 1736855 134534 195141 3333996 3079622 9680336 12510731 14758543 17522349 X 21587139 21926145 22602 31697 21609741 21957842 36368284 39480191 X 336225 21390 -9514 X X 1 X 0 1 0 X 637311 559384 3670972 765504 911346 6544517 15217062 13505563 15516218 19689514 21701452 85629809 15854373 14064947 19187190 20455018 22612798 92174326 0 0 0 92174326 18229 30210 51149 117998 152834 370420 18229 30210 51149 117998 152834 370420 13541 195683 34905 31084 275213 15872602 14108698 19434022 20607921 22796716 92819959 0.99300 0.99400 0.00400 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 828629 55563 24000 4634 855558 919179 54658 140000 5208 828629 957083 -32510 5394 919179 762951 25000 173656 4524 957083 657753 97646 11521 3969 762951 1.00000 0 0 14130 14130 5378209 981336 4396873 558483 453152 105331 1837531 1639052 198479 27723 20917 6806 4721619 PAYABLE TO UDS FOUNDATION 1353676 PAYABLE TO OTHER AFFILIATED ENTITIES 10813142 OPERATING RIGHT OF USE LIABILITY 343913 12510731 X PART X, LINE 2: UNITED DISABILITIES SERVICES IS INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AS 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 ORGANIZATION'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. GOLF TOURNAMENT 44421 44421 5560 3557 8980 BINGO EVENT 14590 14590 475 9355 59011 59011 6035 3557 18335 27927 31084 X X X X X 0 1 0 0 0 1 0 0 0 WILLIAM KEPNER CEO 241888 0 0 0 0 0 7820 0 729 0 250437 0 0 0 JUDY NAYLOR COO 205251 0 0 0 0 0 6394 0 20549 0 232194 0 0 0 ELIZABETH BRENNAN CFO 214332 0 0 0 0 0 0 0 9944 0 224276 0 0 0 NANCY MCCORMICK VP MARKETING & BUS DEV 171066 0 0 0 0 0 3949 0 9527 0 184542 0 0 0 PART I, LINE 6 BONUSES WERE ACCRUED AT 6.30.2023 BASED ON NET PROFITS OF THE ORGANIZATION AND PAID OUT IN NOVEMBER 2023 AS SHOWN ABOVE. ADDITIONALLY, BONUSES WERE ACCRUED AT 6.30.24 BASED ON NET PROFITS OF THE ORGANZATIONS AND WERE PAID OUT IN NOVEMBER 2024 X OTHER NONCASH DONATIONS 1 25331 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 UNITED DISABILITIES SERVICES FOUNDATION (FOUNDATION) IS THE SOLE MEMBER OF UNITED DISABILITIES SERVICES (UDS). 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 UDS, MAY APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF UDS. FORM 990, PART VI, SECTION A, LINE 7B UNITED DISABILITIES SERVICES FOUNDATION, AS SOLE MEMBER OF UDS, HAS THE POWER: (A)TO AMEND UDS' ARTICLES OR BYLAWS; (B)TO PURCHASE, SELL, LEASE OR ENCUMBER WITH DEBT IN ANY WAY REAL PROPERTY OF UDS, OR TO CREATE ANY ENCUMBRANCE UPON OR EXECUTE ANY DEBT INSTRUMENT AFFECTING OR RESTRICTING ANY ASSET OF UDS 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 UDS; (C)TO TRANSFER ANY ASSETS OF UDS NOT IN THE ORDINARY COURSE OF BUSINESS IF THE AMOUNT INVOLVED IN ANY SUCH TRANSACTION IS IN EXCESS OF AN AMOUNT SPECIFIED FROM TIME TO TIME BY RESOLUTION OF THE SOLE MEMBER; (D)TO APPROVE NON-BUDGETED EXPENDITURES BY UDS OF SUCH AMOUNTS SPECIFIED FROM TIME TO TIME BY THE SOLE MEMBER; (E)TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF UDS; (F)TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF UDS; (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 UDS; AND (I)TO APPROVE INVESTMENT ADVISORS, MANAGERS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF UDS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISCUSSED AT THE UDSF EXECUTIVE AND FINANCE COMMITTEE MEETINGS 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 ANY 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 UDSF HAS A FORMAL EXECUTIVE COMPENSATION PROCESS. UDSF 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 MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS -9,514. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR, AND IS GOVERNED BY THE BOARD OF DIRECTORS. UNITED DISABILITIES SERVICES FOUNDATION 2270 ERIN COURT LANCASTER PA 17601 260504792 RAISES FUNDS FOR RELATED NONPROFIT ENTITIES PA 501(C)(3) 170(B)(1)(A) N/A 0 NON-PROFIT MANAGEMENT SOLUTIONS 2270 ERIN COURT LANCASTER PA 17601 273008125 PROVIDES SERVICES TO OTHER NONPROFIT ENTITIES PA 501(C)(3) 509(A)(2) UDS FOUNDATION 0 ACCESSING INDEPENDENCE 2270 ERIN COURT LANCASTER PA 17601 050533473 ADVANCES THE INDEPENDENCE OF THE ELDERLY AND PEOPLE WITH DISABILITIES PA 501(C)(3) 509(A)(2) UDS FOUNDATION 0 ACCESSIBLE SOLUTIONS BROKERAGE LLC 2270 ERIN COURT LANCASTER PA 17601 812597265 SERVICES FOR THE DISABLED AND ELDERLY PA 501(C)(3) 509(A)(2) UDS FOUNDATION 0 UDS HOME MEDICAL EQUIPMENT 2270 ERIN COURT LANCASTER PA 17601 273788554 SALE AND RENTAL OF HOME MEDICAL EQUIPMENT PA 501(C)(3) 509(A)(2) UDS FOUNDATION 0 UDS INDEPENDENT LIVING SERVICES 2270 ERIN COURT LANCASTER PA 17601 261475437 HOME CARE SERVICES FOR THE DISABLED AND ELDERLY PA UDS FOUNDATION C 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0