2026-03-17T14:10:05-05:00 2025-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2024-07-01 050533473 ACCESSING INDEPENDENCE 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 INDEPENDENT LIVING SERVICES JUDY NAYLOR 2270 ERIN COURT LANCASTER PA 17601 3020935 0 X WWW.UDSERVICES.ORG X 2002 PA TO ENHANCE THE INDEPENDENCE AND ENRICH THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES THROUGH A DIRECT CARE SERVICES ORGANIZATION THAT PROVIDES IN-HOME CARE TO SENIORS AND INDIVIDUALS WITH DISABILITIES, AS WELL AS AN ADULT DAY PROGRAM. 6 6 286 0 0 0 240585 26871 4026553 2994064 0 0 0 0 4267138 3020935 0 0 0 0 3717743 2833964 0 0 0 1069868 882582 4787611 3716546 -520473 -695611 6621786 6842598 10614740 11531163 -3992954 -4688565 TO ENHANCE THE INDEPENDENCE AND ENRICH THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES THROUGH A DIRECT CARE SERVICES ORGANIZATION THAT PROVIDES IN-HOME CARE TO SENIORS AND INDIVIDUALS WITH DISABILITIES, AS WELL AS AN ADULT DAY PROGRAM. 0 0 1213220 1112949 ADULT ENRICHMENT PROVIDES AN ACTIVE LIFE-SKILLS DAY PROGRAM TO HELP MENTALLY ALERT ADULTS WITH PHYSICAL AND OTHER DISABILITIES FIND FOCUS, USE THEIR GIFTS AND TALENTS, AND ENRICH THEIR LIVES. OUR GOAL IS TO TOUCH PARTICIPANTS' LIVES IN WAYS THAT ENHANCE SELF-ESTEEM, CONFIDENCE, INDEPENDENCE, DECISION-MAKING SKILLS, SOCIAL INTERACTION, AND PERSONAL GROWTH. 2403077 1881115 INDEPENDENT LIVING SERVICES OFFERS A WIDE RANGE OF IN-HOME, NON-MEDICAL PERSONAL CARE SERVICES TO AGING PEOPLE WITH PHYSICAL OR OTHER DISABILITIES AND THOSE RECOVERING FROM AN INJURY IN NEED OF LIMITED ASSISTANCE. 3616297 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 2 0 1 286 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 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 CHUCK SMITH CHAIR 1.00 X X 0 0 0 BROOKE HOXWORTH TREASURER 1.00 X X 0 0 0 DEB BROWN DIRECTOR 1.00 X 0 0 0 ANGELA CAMPOLI-SMITH DIRECTOR 1.00 X 0 0 0 DAVID CASEY DIRECTOR 1.00 X 0 0 0 LINDA CHEVER LSW DIRECTOR 1.00 X 0 0 0 SANDRA FORBES DIRECTOR 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 0 985248 59458 0 0 1 0 0 16782 10089 48 26871 FEE FOR SERVICES 624100 2800183 2800183 PRIVATE PAY 624100 193881 193881 2994064 3020935 2994064 0 0 2325141 2287991 37150 27362 27362 287820 287313 507 193641 190751 2890 497572 497572 9404 9404 25083 25083 58126 56572 1554 2430 2430 99600 99600 19678 19678 322 322 25644 25617 27 OTHER EXPENSE 60642 46288 14354 MAINTENANCE AND REPAIRS 49137 49137 MISCELLANEOUS 18932 581 18351 BAD DEBT EXPENSE 16012 16012 3716546 3616297 100249 0 1349872 895031 4246704 5028511 18182 43633 345151 306316 60386 38835 6159 6159 862 66 939621 830363 6621786 6842598 9680447 10678077 1782 36667 6834 0 925677 816419 10614740 11531163 X -3992954 -4688565 -3992954 -4688565 6621786 6842598 -695611 0 X X 0 1 X 1 0 X 237248 160209 169573 240585 26871 834486 4109405 3544208 3735935 4026553 2994064 18410165 4346653 3704417 3905508 4267138 3020935 19244651 0 0 0 19244651 4346653 3704417 3905508 4267138 3020935 19244651 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90075 71086 18989 255076 235230 19846 38835 SECURITY DEPOSITS 13944 RIGHT OF USE ASSETS 816419 830363 OPERATING LEASE LIABILITY 816419 816419 X PART X, LINE 2: 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 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 NON-PROFIT MANAGEMENT SOLUTIONS. FORM 990, PART VI, SECTION A, LINE 6 UNITED DISABILITIES SERVICES FOUNDATION, A NONPROFIT ORGANIZATION, IS THE SOLE MEMBER OF ACCESSING INDEPENDENCE AS MORE FULLY DESCRIBED ON LINE 7A AND 7B BELOW. FORM 990, PART VI, SECTION A, LINE 7A UNITED DISABILITIES SERVICES FOUNDATION IS THE SOLE MEMBER OF ACCESSING INDEPENDENCE (AI) AND MAY APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF AI. FORM 990, PART VI, SECTION A, LINE 7B UNITED DISABILITIES SERVICES FOUNDATION, AS SOLE MEMBER OF AI, HAS THE POWER: (A)TO AMEND AI'S ARTICLES OR BYLAWS; (B)TO PURCHASE, SELL, LEASE OR ENCUMBER WITH DEBT IN ANY WAY REAL PROPERTY OF AI, OR TO CREATE ANY ENCUMBRANCE UPON OR EXECUTE ANY DEBT INSTRUMENT AFFECTING OR RESTRICTING ANY ASSET OF AI 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 AI; (C)TO TRANSFER ANY ASSETS OF AI 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 AI OF SUCH AMOUNTS SPECIFIED FROM TIME TO TIME BY THE SOLE MEMBER; (E)TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF AI; (F)TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF AI; (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 AI; AND (I)TO APPROVE INVESTMENT ADVISORS, MANAGERS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF AI. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND DISCUSSED WITH THE BOARD OF DIRECTORS. IN ADDITION, THE FORM IS ELECTRONICALLY MADE AVAILABLE FOR DISTRIBUTION TO THE 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 AI HAS A FORMAL EXECUTIVE COMPENSATION PROCESS. AI 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 BOARD. AI 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 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) 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 NON-PROFIT MANAGEMENT SOLUTIONS 2270 ERIN COURT LANCASTER PA 17601 273008125 SERVICES TO OTHER NONPROFIT ENTITIES 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)(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 0 0 0 0 0 0 0