2026-03-17T14:07:36-05:00 2025-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2024-07-01 812597265 ACCESSIBLE SOLUTIONS BROKERAGE LLC ACCE 7173971841 2270 ERIN COURT LANCASTER PA 17601 ELIZABETH BRENNAN CFO 7173971841 2026-03-17 1 1 ALYSSA N IRISH P02389116 7177617910 2026-03-17 2024 2025-03-06 01:10:19Z JUDY NAYLOR 2270 ERIN COURT LANCASTER PA 17601 6510202 0 X WWW.UDSERVICES.ORG X 2016 PA 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. 10 10 0 10 0 0 0 0 6462560 6484926 5539 25276 0 0 6468099 6510202 0 0 0 0 0 0 0 0 0 5894469 6086133 5894469 6086133 573630 424069 5428289 7197541 5126308 6471491 301981 726050 X 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. 0 0 6086133 6484926 MANAGE HOME MODIFICATION SERVICES FOR PARTICIPANTS'COMMUNITY HEALTHCHOICES HEALTHCARE PLANS AS WELL AS PROVIDING DESIGN AND PROJECT MANAGEMENT SERVICES TO ORGANIZATIONS THAT NEED TO PROVIDE ENHANCED ACCESSIBILITY IN THE HOMES OF THEIR CLIENTELE. 6086133 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ELIZABETH BRENNAN 7173971841 2270 ERIN COURT LANCASTER PA 17601 ROBERT WALTER TREASURER 0.50 1.00 X X 0 0 0 RHONDA ULRICH SECRETARY 0.50 1.00 X X 0 0 0 MIKE CALLAHAN CHAIR 0.50 1.00 X X 0 0 0 MATTHEW K PFEIFFENBERGER VICE CHAIR 0.50 1.00 X X 0 0 0 DANA HANCHIN DIRECTOR 0.50 1.00 X 0 0 0 KEVIN HANCOCK 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 4.00 36.00 X 0 314767 9808 ELIZABETH BRENNAN CFO 4.00 36.00 X 0 231862 6769 JUDY NAYLOR COO 2.00 38.00 X 0 260606 29028 NANCY MCCORMICK VP MARKETING & BUS DEV 11.00 29.00 X 0 178013 13853 DEBRA SCHEIDT HCBS EXEC DIRECTOR 1.00 40.00 X 0 170370 13623 ROBIN ULRICH HR DIRECTOR 4.00 36.00 X 0 145675 13703 ERIK LOFGREN IT DIRECTOR 4.00 36.00 X 0 157903 5059 MASON SMELTZER SVP PROGRAM OPERATIONS 0.00 40.00 X 0 122669 11341 0 1581865 103184 0 0 1 0 UDS HOME MODIFICATIONS 2270 ERIN COURT LANCASTER PA 17601 CONSTRUCTION AND REMODELING SERVICES 1289241 ALL ACCESS 2036 FAIRMOUNT AVE PHILADELPHIA PA 19130 CONSTRUCTION AND REMODELING SERVICES 599490 DIVERSIFIED CONSTRUCTION 23 OLD SCHOOL HOUSE RD SELINSGROVE PA 17870 CONSTRUCTION AND REMODELING SERVICES 567926 INDEPENDENT HOME SOLUTIONS 1520 COMMERCE DR LANCASTER PA 17601 CONSTRUCTION AND REMODELING SERVICES 510361 MARX MEDICAL EQUIPMENT 2814 EAST ALLEGHENY AVENUE PHILADELPHIA PA 19134 CONSTRUCTION AND REMODELING SERVICES 250604 11 HOME MODIFICATION SERVICES 624100 6484926 6484926 6484926 25276 25276 6510202 6484926 0 25276 X 264299 264299 262 262 14002 14002 4569677 4569677 47293 47293 28441 28441 21245 21245 19389 19389 LEASED EMPLOYEES 1098375 1098375 INTERNET & TELEPHONE 17613 17613 DUES & SUBSCRIPTIONS 3204 3204 CONSUMABLE SUPPLIES 1322 1322 1011 1011 6086133 6086133 0 0 843641 502593 4512788 6641036 2215 2215 115105 63408 69645 51697 5428289 7197541 176259 22936 4950049 6448555 5126308 6471491 X 301981 726050 301981 726050 5428289 7197541 424069 0 X X 0 1 X 1 0 X 3943727 4117813 6069241 6462560 6484926 27078267 3943727 4117813 6069241 6462560 6484926 27078267 0 0 0 27078267 1181 391 1269 5539 25276 33656 1181 391 1269 5539 25276 33656 3944908 4118204 6070510 6468099 6510202 27111923 0.99880 0.99960 0.00120 0.00040 X 17059 13742 3317 98046 49666 48380 51697 PAYABLES TO AFFILIATED ORGANIZATIONS 6448555 6448555 X 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. X X X X X 0 1 0 1 1 0 0 0 0 WILLIAM KEPNER CEO 0 290225 0 24542 0 0 0 8925 0 883 0 324575 0 0 JUDY NAYLOR COO 0 232556 0 28050 0 0 0 7688 0 21340 0 289634 0 0 ELIZABETH BRENNAN CFO 0 206962 0 24900 0 0 0 250 0 6519 0 238631 0 0 NANCY MCCORMICK VP MARKETING & BUS DEV 0 155989 0 22024 0 0 0 4138 0 9715 0 191866 0 0 DEBRA SCHEIDT HCBS EXEC DIRECTOR 0 170370 0 0 0 0 0 4816 0 8807 0 183993 0 0 ERIK LOFGREN IT DIRECTOR 0 157903 0 0 0 0 0 4388 0 671 0 162962 0 0 ROBIN ULRICH HR DIRECTOR 0 145675 0 0 0 0 0 4080 0 9623 0 159378 0 0 PART I, LINE 3 THE CEO AND OTHERS LISTED IN SCHEDULE J, PART II ARE EMPLOYEES OF UNITED DISABILITIES SERVICES. SEE SCHEDULE O FOR EXPLANATION OF METHODS USED TO DETERMINE COMPENSATION. PART I, LINE 5 BONUSES WERE ACCRUED AT 6.30.2024 BASED ON NET PROFITS OF THE ORGANIZATION AND PAID OUT IN NOVEMBER 2024 AS SHOWN ABOVE. ADDITIONALLY, BONUSES WERE ACCRUED AT 6.30.25 BASED ON NET PROFITS OF THE ORGANZATIONS AND WERE PAID OUT IN NOVEMBER 2025. 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. 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. 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 PROVIDE 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 UNITED DISABILITIES SERVICES 2270 ERIN COURT LANCASTER PA 17601 231687320 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)(3) UDS FOUNDATION 0 UDS ACCESSIBLE HOME MODIFICATIONS 2270 ERIN COURT LANCASTER PA 17601 882914079 CREATE ACCESSIBLE HOUSING FOR INDIVIDUALS WITH DISABILITIES PA 501(C)3 509(A)(3) UDS FOUNDATION 0 UDS DIRECT SERVICES 2270 ERIN COURT LANCASTER PA 17601 921102746 SERVICES FOR THE DISABLED AND ELDERLY PA 501(C)3 509(A)(3) 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 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0