2026-03-17T14:10:31-05:00 2025-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2024-07-01 882914079 UDS ACCESSIBLE HOME MODIFICATIONS LLC UDSA 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 X JUDY NAYLOR 2270 ERIN COURT LANCASTER PA 17601 3632166 0 X WWW.UDSERVICES.ORG X 2022 PA ACCESSIBLE HOME MODIFICATIONS LLC ASSISTS LOW-INCOME, MEDICAID-ELIGIBLE PERSONS AND PERSONS WITH DISABILITIES WHO ARE PARTICIPATING IN COMMUNITY HEALTHCHOICES MANAGED LONG-TERM SERVICES AND SUPPORTS NEEDS TO PROVIDE GREATER INDEPENDENCE AND SAFETY. THE ORGANIZATION CUSTOMIZES THE HOME MODIFICATIONS PECIFIC TO THE CUSTOMER WITH SPECIALIZED EQUIPMENT AND MODIFICATIONS TO PROVIDE INDEPENDECE AND GREATER ACCESS TO ALL AREAS OF THEIR HOME IN ORDER TO BETTER PERFORM ACTIVITIES OF DAILY LIVING, SUCH AS BATHING,HYGIENE, AND OTHER ACTIVITIES. 10 10 0 0 0 0 19609 3612552 5 0 3632166 0 0 0 0 0 3336802 3336802 295364 1808057 1512693 295364 ENHANCE INDEPENDENCE, THUS ENRICHING AND CHANGING THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES THROUGH CARE AND SUPPORT SERVICES. 0 0 3336802 3612552 CREATE ACCESSIBLE HOUSING FOR INDIVIDUALS WITH DISABILITIES AND OLDER ADULTS. 3336802 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 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 6 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 PA 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 0 19609 19609 MISC PROGRAM SERVICES 900099 3612552 3612552 3612552 5 5 3632166 3612552 0 5 304166 304166 7050 7050 966 966 1728 1728 19831 19831 25882 25882 40676 40676 262 262 23473 23473 14951 14951 CONSUMABLE SUPPLIES 1744851 1744851 LEASED EMPLOYEES 857406 857406 ALLOCATED EXPENSES 171790 171790 BAD DEBT 57130 57130 66640 66640 3336802 3336802 0 0 538134 577168 269397 836 253033 23473 0 229560 0 192962 0 1808057 1483097 29596 0 1512693 X 295364 0 295364 0 1808057 295364 0 X X 0 1 X 1 0 X X 1 UNITED DISABILITIES SERVICES FOUNDATION 260504792 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 253033 23473 229560 229560 CONTRACT ASSET 192962 192962 X PART X, LINE 2: THE FOUNDATION, UDS, AI ILS, NPMS, ASB, DS, MECS, AND AHM ARE ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AS NON-PROFIT ENTITIES. SINCE THEY ARE 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. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2022. X X X X X 0 1 0 1 0 0 1 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 5 BONUSES WERE ACCRUED AT 6.20.24 BASED ON NET OPERATING PROFITS OF THE ORGANIZATION AND PAID OUT IN NOVEMBER 2024 AS SHOWN ABOVE. ADDITIONALLY, BONUSES WERE ACCRUED AT 6.30.25 BASED ON NET OPERATING PROFITS OF THE ORGANIZATIONS AND WERE PAID OUT IN NOVEMBER 2025. ALL EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN THE ICP. PART I, LINE 6 THE CEO AND OTHERS LISTED IN SCHEDULE J, PART II ARE EMPLOYEES OF UNITED DISABILITIES SERVICES, SEE SCHEDULE O FOR EXPLAINATION OF METHODS USED TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 3 THE FINANCIAL MANAGEMENT FUNCTIONS FOR AHM ARE PERFORMED BY THE FINANCE DEPARTMENT OF UNITED DISABILITIES SERVICES. AHM LEASES EMPLOYEES, INCLUDING MANAGEMENT, FROM UNITED DISABILITIES SERVICES. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION IS AN LLC WHOSE SOLE MEMBER IS UNITED DISABILITIES SERVICES FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION, AS SOLE MEMBER OF AHM, MAY APPOINT OR REMOVE MEBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B UNITED DISABILITIES SERVICES FOUNDATION, AS SOLE MEMBER OF AHM, HAS THE POWER: (A) TO AMEND AHM' ARTICLES OR BYLAWS (B) TO PURCHASE, SELL, LEASE OR ENCUMBER WITH DEBT IN ANY WAY REAL PROPERTY OF AHM, OR TO CREATE ANY ENCUMBRANCE UPON OR EXECUTE ANY DEBT INSTRUMENT AFFECTING OR RESTRICTING ANY ASSET OF AHM 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 AHM: (C) TO TRANSFER ANY ASSETS OF AHM 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 AHM OF SUCH AMOUNTS SPECIFIED FROM TIME TO TIME BY THE SOLE MEMBER; (E) TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF AHM; (F) TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF AHM; (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 AHM; AND (I) TO APPROVE INVESTMENT ADVISORS, MANAGERS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF AHM. 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 DIRECOTRS TO REVIEW JOB DESCRTIPINS, ORGANIZATION BACKGROUND AND FUTURE STRATEGY AND FINANCIAL INFORMATION. THE ADVISOR CONDUCTS MAKRET ANALYSIS BY SOLICITING MULIPLE 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 XII, LINE 2C: UDSF, SOLE MEMBER OF AHM, ASSIGNS THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT AND SELECTION OF AUDITORS TO THE EXECUTIVE FINANCE COMMITTEE. 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 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 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