Nonprofit · EIN 23-2953796
PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION
Tax-exempt · KING OF PRUSSIA, PA 19406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,458,282 | $2,055,236 | $403,046 | $3,441,306 | $203,505 | $3,237,801 |
| June 30, 2024 | 990 | $1,496,538 | $2,054,093 | -$557,555 | $3,200,976 | $383,098 | $2,817,878 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,937,518
- of which government grants
- $1,761,620
- Program service revenue
- $415,000
- Investment income
- $104,583
- Net gain from sales of assets
- $72,424
- Other revenue
- $1,181
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $228,125
- Other salaries and wages
- $1,064,820
- Salaries, compensation and benefits (total)
- $1,574,989
- Professional fundraising fees
- $0
- Accounting fees
- $17,485
- Occupancy
- $61,265
- Travel
- $20,621
- Depreciation
- $4,397
- Program services (functional)
- $1,752,945
- Management and general (functional)
- $214,920
- Fundraising (functional)
- $87,371
Balance sheet and other
- Total assets, start of year
- $3,200,976
- Total assets, end of year
- $3,441,306
- Total liabilities, end of year
- $203,505
- Net assets, end of year
- $3,237,801
- Land, buildings and equipment
- $9,378
- Publicly traded securities
- $952,880
- Net assets without donor restrictions
- $3,112,233
- Net assets with donor restrictions
- $125,568
- Gross receipts
- $2,458,282
- Employees
- 24
- Volunteers
- 18
- Year formed
- 1998
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY BECK | LENDING & OPERATIONS DIR THRU MARCH Highest-paid employee | 37.5 | $136,194 | $24,732 |
| EVAN DAVIS | INTERIM CEO THRU AUG, SECRETARY AS OF MAY Trustee or director, Officer | 2 | $93,510 | $0 |
| WILL HALL | CEO AS OF AUGUST Officer | 32.5 | $63,376 | $14,422 |
| NANCY MURRAY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DALE VERCHICK | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MITCH BILKER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DEREK BAKER ESQ | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA BRYANT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY W COOPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAY TYBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEIDI E SHEEHAN CPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA M ROBINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES W HORTON JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SOLOMON LEACH | DIRECTOR AS OF DECEMBER Trustee or director | 1 | $0 | $0 |
| SARAH DIELEMAN PERRY | DIRECTOR AS OF DECEMBER Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYBILLE DAMAS | DIRECTOR THRU FEBRUARY Trustee or director | 1 | $0 |
| ERIC SAUL | CHIEF FINANCIAL & LENDING OFFICER AS OF MARCH Officer | 37.5 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BEN LAUDERMILCH | CHIEF EXECUTIVE OFFICER THROUGH JANUARY Officer | 32.5 | $238,183 | $16,811 |
| TRACY BECK | LENDING & OPERATIONS DIRECTOR, INTERIM CO-CEO Highest-paid employee | 37.5 | $112,965 | $30,369 |
| NANCY MURRAY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DALE VERCHICK | VICE PRESIDENT, INTERIM SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MITCH BILKER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MELISSA ROONEY | SECRETARY THROUGH APRIL Trustee or director, Officer | 2 | $0 | $0 |
| DEREK BAKER ESQ | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA BRYANT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY W COOPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SYBILLE DAMAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHERINE REIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAY TYBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES W HORTON JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA M ROBINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEIDI E SHEEHAN CPA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVAN DAVIS | INTERIM CO-CEO (FEB - AUG) Officer | 37.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1004 W 9TH AVE 1ST FLOOR, KING OF PRUSSIA, PA 19406-1205
- Principal officer (990 for 2024)
- WILL HALL, 1004 W 9TH AVENUE FIRST FLOOR, KING OF PRUSSIA, PA 19406
- Signed the 990
- WILL HALL, CEO
- Phone
- (484) 674-0506
- Website
- WWW.PATF.US
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
PATF PROVIDES FINANCING OPPORTUNITIES, EDUCATION, AND ADVOCACY FOR PEOPLE WITH DISABILITIES AND OLDER PENNSYLVANIANS, HELPING THEM TO ACQUIRE THE ASSISTIVE TECHNOLOGY DEVICES AND SERVICES THAT IMPROVE THE QUALITY OF THEIR LIVES.
Program accomplishments
- PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION (PATF) IS A NON-PROFIT, STATE-ACCREDITED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) AND PA'S ALTERNATIVE FINANCING PROGRAM, AS DESIGNATED BY THE 21ST CENTURY ASSISTIVE TECHNOLOGY ACT, THAT PROVIDES NO-INTEREST MINI-LOANS ($100 TO $7,000) TO QUALIFIED APPLICANTS FOR THE PURCHASE OF ASSISTIVE TECHNOLOGY DEVICES AND SERVICES. PATF MAY ALSO AWARD A PARTIAL GRANT TO THOSE BORROWERS WHO MEET ELIGIBILITY GUIDELINES. SEE SCHEDULE O FOR CONTINUATION.IN ADDITION, PATF IS A CREDIT BROKER AND HAS CONTRACTED WITH FIRST BANK, UNIVEST BANK, AND WSFS BANK TO EXTEND LOW-INTEREST LOANS ($7,001 TO $60,000) FOR ASSISTIVE TECHNOLOGY. PATF MAY PROVIDE A LOAN GUARANTEE (UP TO $45,000) SHOULD AN APPLICANT'S CREDIT NOT MEET TRADITIONAL LENDING STANDARDS, BUT THEY CAN DEMONSTRATE AN ABILITY AND WILLINGNESS TO REPAY A LOAN. PATF STAFF PROVIDES EXTENSIVE INFORMATION AND ASSISTANCE SERVICES TO PENNSYLVANIANS REGARDING OTHER POSSIBLE FUNDING SOURCES. PATF'S PRODUCTS AND SERVICES ALSO INCLUDE FINANCIAL EDUCATION AND COACHING, ALL UNDERWRITING ACTIVITIES RELATED TO BORROWING, AND THE REPORTING OF REPAYMENTS TO CREDIT BUREAUS SO THAT BORROWERS HAVE AN OPPORTUNITY TO IMPROVE THEIR OVERALL CREDIT WORTHINESS.Expenses $1,752,945 · revenue $415,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2953796
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $3,441,306
- Income (IRS master file)
- $2,458,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,458,282 | $2,055,236 | $3,441,306 | IRS |
| 990 | June 2024 | $1,496,538 | $2,054,093 | $3,200,976 | XML |
| 990 | June 2023 | $1,608,453 | $1,862,324 | $3,687,655 | IRS |
| 990 | June 2022 | $2,516,283 | $1,646,515 | $5,123,127 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2953796).
Questions about PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION
- What is the EIN of PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION?
- The employer identification number (EIN) of PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION is 23-2953796.
- Is PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION?
- The 990 for the year ended June 30, 2025 names WILL HALL.
- Who are the officers and directors of PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 17 people; 3 received compensation from the organization, the highest $136,194 (TRACY BECK, LENDING & OPERATIONS DIR THRU MARCH).
- How much revenue does PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,458,282, expenses of $2,055,236 and total assets of $3,441,306 at year end.
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