2023-02-16T11:51:36-06:00 2022-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2021-07-01 260504792 UNITED DISABILITIES SERVICES FOUNDATION UNIT 7173971841 2270 ERIN COURT LANCASTER PA 17601 WILLIAM KEPNER CEO 7173971841 2023-02-15 1 WILLIAM KEPNER 999009999 GARY J DUBAS P00252339 7177617910 2023-02-15 X 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z WILLIAM KEPNER 2270 ERIN COURT LANCASTER PA 17601 2028252 0 X WWW.UDSERVICES.ORG X 2007 PA RAISES FUNDS IN SUPPORT OF THE MISSION OF UNITED DISABILITIES SERVICES FOUNDATION, UNITED DISABILITIES DIRECT SERVICES, AND AFFILIATE COMPANIES, WHICH HELPS TO ENHANCE THE INDEPENDENCE AND ENRICH THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES, THUS ENHANCING THEIR ABILITIES AND CHANGING LIVES. 11 11 0 200 0 0 1374469 985060 0 0 441812 921073 117319 70114 1933600 1976247 0 0 0 0 0 0 0 0 508551 481607 508551 481607 508551 1451993 1467696 9892122 9428355 4781125 4865751 5110997 4562604 X RAISES FUNDS IN SUPPORT OF THE MISSION OF UNITED DISABILITIES SERVICES FOUNDATION, UNITED DISABILITIES DIRECT SERVICES, AND AFFILIATE COMPANIES, WHICH HELPS TO ENHANCE THE INDEPENDENCE AND ENRICH THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES, THUS ENHANCING THEIR ABILITIES AND CHANGING LIVES. 0 0 THE FOUNDATION'S MISSION IS TO RAISE FUNDS FOR UNITED DISABILITIES SERVICES, A NONPROFIT ORGANIZATION, AND ALL AFFILIATED ORGANIZATIONS. THUS ALL OF THE FOUNDATION'S EXPENSES ARE ESSENTIALLY FUNDRAISING EXPENSES. AS A RESULT, NO PROGRAM EXPENSES ARE REPORTED ON THIS STATEMENT. 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 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ELIZABETH BRENNAN 7173971841 2270 ERIN COURT LANCASTER PA 17601 WILLIAM KEPNER CEO 4.00 36.00 X 0 190728 20638 JUDY NAYLOR COO 2.00 38.00 X 0 143129 25260 ELIZABETH BRENNAN CFO 4.00 36.00 X 0 145241 23016 NANCY MCCORMICK VP MARKETING & BUS DEV 11.00 29.00 X 0 135749 19926 ROBIN ULRICH HR DIRECTOR 4.00 36.00 X 0 106865 12360 SHAWN LONG BOARD CHAIR 0.50 1.00 X X 0 0 0 MATTHEW K PFEIFFENBERGER VICE-CHAIR 0.50 1.00 X X 0 0 0 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 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 NEIL VASWANI DIRECTOR 0.50 1.00 X 0 0 0 DALE WEAVER DIRECTOR 0.50 1.00 X 0 0 0 0 721712 101200 0 0 1 0 0 8308 976752 13092 985060 242574 242574 678499 0 678499 678499 678499 122119 8308 52005 70114 70114 1976247 0 0 991187 100391 100391 2720 2720 56333 56333 3391 3391 5801 5801 8711 8711 175 175 6980 6980 1801 1801 LEASED EMPLOYEES 237917 237917 MISCELLANEOUS 71239 71239 GIFTS IN KIND FUNDRAISI 13092 13092 508551 0 0 508551 31868 262602 1779533 1503192 151570 151570 1458 2658 51072 31102 40696 19970 10357033 9889560 -2470036 -2401197 9892122 9428355 7500 3826 4773625 4861925 4781125 4865751 X 5100997 4552604 10000 10000 5110997 4562604 9892122 9428355 X 1467696 -2084246 68157 X X 1 X 0 1 0 X 535809 1136296 620749 1374469 985060 4652383 535809 1136296 620749 1374469 985060 4652383 1677117 2975266 183004 159977 36870 186350 242574 808775 31146 56742 28972 117319 70114 304293 5765451 0.51610 0.42660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 250000 -8628 241372 1.00000 0 0 51072 31102 19970 19970 CHARITABLE GIFT ANNUITY LIABILITY 9360 PAYABLE TO UNITED DISABILITIES SERVICES 4852565 4861925 X PART X, LINE 2: THE FOUNDATION 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. GIFT WRAP BOOTH 35734 35734 627 7372 GALA 94693 8308 86385 1500 15774 26732 130427 8308 122119 1500 16401 34104 52005 70114 0 0 0 0 0 0 0 0 0 WILLIAM KEPNER CEO 0 190728 0 0 0 0 0 6435 0 14203 0 211366 0 0 JUDY NAYLOR COO 0 143129 0 0 0 0 0 5561 0 19699 0 168389 0 0 ELIZABETH BRENNAN CFO 0 145241 0 0 0 0 0 3300 0 19716 0 168257 0 0 NANCY MCCORMICK VP MARKETING & BUS DEV 0 135749 0 0 0 0 0 2855 0 17071 0 155675 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. FORM 990, PART VI, SECTION A, LINE 3 THE FINANCIAL MANAGEMENT FUNCTIONS FOR THE FOUNDATION ARE PERFORMED BY THE FINANCE DEPARTMENT OF UNITED DISABILITIES SERVICES. THE FOUNDATION LEASES EMPLOYEES, INCLUDING MANAGEMENT, FROM UNITED DISABILITIES SERVICES. 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, THE ISSUE OF CONFLICT OF INTEREST IS REVIEWED DURING THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 UNITED DISABILITIES SERVICES FOUNDATION (UDSF)HAS A FORMAL EXECUTIVE COMPENSATION PROCESS. UDSF FOUNDATION PERIODICALLY 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 UPON WRITTEN REQUEST, THE FOUNDATION MAKES THESE FORMS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -1,650. SUBSIDIARIES NET LOSS 69,807. 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 2270 ERIN COURT LANCASTER PA 17601 231687320 SERVICES FOR THE DISABLED AND ELDERLY PA 501(C)(3) 170(B)(1)(A) UDS FOUNDATION 1 ACCESSING INDEPENDENCE 2270 ERIN COURT LANCASTER PA 17601 050533473 SERVICES FOR THE DISABLED AND ELDERLY PA 501(C)(3) 509(A)(2) UDS FOUNDATION 1 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 1 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 1 UDS INDEPENDENT LIVING SERVICES 2270 ERIN COURT LANCASTER PA 17601 261475437 SERVICES FOR THE DISABLED AND ELDERLY PA UDS FOUNDATION C 1.00000 1 UDS HOME MEDICAL EQUIPMENT 2270 ERIN COURT LANCASTER PA 17601 273785544 SALE AND RENTAL OF HOME MEDICAL EQUIPMENT PA UDS FOUNDATION C 68839 2427398 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNITED DISABILITIES SERVICES E 3434207 INTERCOMPANY PAYABLE,NET UDS HOME MEDICAL EQUIPMENT D 151570 FACE VALUE OF NOTE ACCESSING INDEPENDENCE D 52334 INTERCOMPANY RECEIVABLE