2023-10-31T16:58:02-05:00 2022-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-01-01 520846389 AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES AMER 7035357850 113 S WEST ST 400 ALEXANDRIA VA 22314 BARBARA MERRILL CHIEF EXECUTIVE OFFICER 7035357850 2023-10-31 1 BARBARA MERRILL 999009999 1 GLENN MILLER CPA P00086726 7035190990 2023-10-31 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BARBARA MERRILL 113 S WEST ST 400 ALEXANDRIA VA 22314 5463710 0 X WWW.ANCOR.ORG X 1970 VA ANCOR'S MISSION IS TO ADVANCE THE ABILITY OF OUR MEMBERS IN SUPPORTING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO FULLY PARTICIPATE IN THEIR COMMUNITIES. 16 16 17 930 189217 152923 61948 127135 3223227 3833521 128457 839237 389330 443470 3802962 5243363 136437 32127 0 0 2186556 2313885 0 0 0 1141533 1834800 3464526 4180812 338436 1062551 4177279 5228101 994172 1273531 3183107 3954570 X ANCOR'S MISSION IS TO ADVANCE THE ABILITY OF OUR MEMBERS IN SUPPORTING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO FULLY PARTICIPATE IN THEIR COMMUNITIES. 0 0 GOVERNMENT RELATIONS AND PUBLIC POLICY: ANCOR'S GOVERNMENT RELATIONS TEAM CONSISTS OF FOUR NATIONALLY RECOGNIZED EXPERTS IN POLICY DEVELOPMENT AND ADVOCACY WHO TOGETHER STRENGTHEN THE ABILITY OF DISABILITY PROVIDERS TO DELIVER HIGH-QUALITY SERVICES. TOGETHER WITH A MEMBER-DRIVEN GOVERNMENT RELATIONS COMMITTEE, THE GOVERNMENT RELATIONS TEAM BUILDS THE ASSOCIATION'S RELATIONSHIPS WITH CONGRESS, FEDERAL AGENCIES, THE WHITE HOUSE, AND OTHER NATIONAL POLICY ORGANIZATIONS. IN 2022, ANCOR'S GOVERNMENT RELATIONS FUNCTION WAS RESPONSIBLE FOR SECURING REGULATORY FLEXIBILITIES FOR THE STAFF-DEPENDENT OF THE HCBS SETTINGS RULE SET TO GO INTO EFFECT IN MARCH 2023, AS WELL AS FOR CLEARER GUIDANCE FROM THE FEDERAL GOVERNMENT ABOUT FEDERAL REGULATIONS AND RESOURCES RELATED TO THE COVID-19 PUBLIC HEALTH EMERGENCY. MEMBERSHIP SERVICES: ANCOR STAFF BUILDS MEMBERS' CAPACITY THROUGH PEER NETWORKING, TECHNICAL ASSISTANCE, VIRTUAL AND IN-PERSON TRAININGS, AND SPEAKING ENGAGEMENTS ON A RANGE OF TOPICS FROM NATIONAL INDUSTRY TRENDS TO REGULATORY ISSUES TO BUSINESS ACUMEN. MEMBERS CONTRIBUTE THEIR EXPERTISE AND DEVELOP THEIR LEADERSHIP CAPACITY BY SERVING ON BOARDS AND COMMITTEES THAT GOVERN THE ASSOCIATION. MEMBERS ALSO HAVE THE OPPORTUNITY TO SECURE DISCOUNTS ON KEY PRODUCTS AND SERVICES THROUGH ANCOR'S NATIONAL PARTNERS PROGRAM AND TO POST OR FIND EMPLOYMENT OPENINGS ON THE ANCOR JOB BOARD. COMMUNICATIONS: IN 2022, ANCOR'S COMMUNICATIONS EFFORTS GREW THE ASSOCIATION IN TERMS OF SIZE AND STATURE, INCLUDING A NOTABLE MILESTONE: EXCEEDING 2,000 ORGANIZATIONS THAT CALL THEMSELVES MEMBER OF THE ASSOCIATION. THE COMMUNICATIONS PROGRAM IS VITAL TO ENHANCING ANCOR'S VISIBILITY AND CREDIBILITY IN TRADITIONAL AND DIGITAL MEDIA, AND TO RAISING THE PROFILE OF KEY ISSUES FACING ANCOR MEMBERS, MOST NOTABLY THE DIRECT SUPPORT WORKFORCE CRISIS. IT WAS ALSO ESSENTIAL TO THE LAUNCH OF A NEWLY REDESIGNED WEBSITE, ANCOR.ORG, WHICH HAS MADE IT EASIER THAN EVER FOR MEMBERS AND OTHER STAKEHOLDERS TO FIND CRITICAL RESOURCES, ACCESS EDUCATIONAL SESSIONS AND MORE. CONFERENCES: EACH YEAR, ANCOR HOSTS AN ANNUAL CONFERENCE AND AN ANNUAL POLICY SUMMIT. THE 2022 ANNUAL CONFERENCE WAS THE FIRST TO BE HELD IN-PERSON SINCE THE COVID-19 PANDEMIC; WITH MORE THAN 800 PARTICIPANTS, THE EVENT SAW 45% GROWTH OVER THE PREVIOUS IN-PERSON ANNUAL CONFERENCE. THE ANNUAL CONFERENCE SHOWCASED BEST PRACTICES, THE LATEST POLICY AND REGULATORY UPDATES AND MORE. MEANWHILE, THE OCTOBER 2022 POLICY SUMMIT & HILL DAY, HOSTED STEPS FROM CAPITOL HILL, HOSTED OUR LARGEST-EVER GATHERING OF ADVOCATES; MORE THAN 230 PROFESSIONALS SPENT A DAY AND A HALF LEARNING ABOUT KEY FEDERAL POLICY DEVELOPMENTS BEFORE TAKING THEIR MESSAGE TO CAPITOL HILL FOR MORE THAN 100 ADVOCACY VISITS WITH MEMBERS OF CONGRESS AND THEIR STAFF. PUBLICATIONS: ANCOR OFFERS ITS MEMBERS AND OTHER ADVOCATES A WIDE ARRAY OF PUBLICATIONS, BOTH IN THE FORM OF SIGNATURE RESEARCH AND RECURRING PERIODICALS. EACH WEEK, MEMBERS RECEIVE CAPITOL CORRESPONDENCE, A WEEKLY ROUNDUP OF INFORMATION ABOUT OUR FEDERAL POLICY PRIORITIES; THE STATESIDE REPORT, A WEEKLY DIGEST OF POLICY DEVELOPMENTS IN THE STATES; AND THE WEEKLY UPDATE, A ROUNDUP OF UPCOMING EVENTS, OPPORTUNITIES AND MORE. ON A MONTHLY BASIS, ANCOR RELEASES CONNECTIONS, A NEWSLETTER THAT INCLUDES CONTENT AUTHORED BY ANCOR STAFF, MEMBERS, AND PARTNERS. ON THE RESEARCH FRONT, ANCOR PUBLISHED THE CASE FOR INCLUSION 2022 AND THE STATE OF AMERICA'S DIRECT SUPPORT WORKFORCE CRISIS 2022, BOTH OF WHICH EQUIP ADVOCATES WITH DATA AND STORIES THAT MAKE THE CASE FOR DEEPER INVESTMENTS IN COMMUNITY-BASED DISABILITY SERVICES. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 34 0 17 1 1 1 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X CYNTHIA ALLEN DE RAMOS 7035357850 113 S WEST ST 400 ALEXANDRIA VA 22314 DIANE BEASTROM PRESIDENT 1.00 X X 0 0 0 LORI KRESS VICE PRESIDENT 1.00 X X 0 0 0 CHAD VONAHNEN SECRETARY/TREASURER 1.00 X X 0 0 0 HEIDI MANSIR PAST PRESIDENT 1.00 X X 0 0 0 ROBERT BUDD PAST PRESIDENT (THRU OCT 2022) 1.00 1.00 X X 0 0 0 JENNIFER SAUNDERS DIRECTOR 1.00 X 0 0 0 SHELLY CHANDLER DIRECTOR 1.00 X 0 0 0 JON FISHER DIRECTOR 1.00 X 0 0 0 KELLY JEPSON DIRECTOR 1.00 X 0 0 0 TONY THOMAS DIRECTOR 1.00 X 0 0 0 RITA WIERSMA DIRECTOR 1.00 1.00 X 0 0 0 YADIRA HOLMES DIRECTOR (FROM OCT 2022) 1.00 X 0 0 0 JOSH RAEL DIRECTOR (FROM OCT 2022) 1.00 X 0 0 0 DARLENE SCOTT DIRECTOR (FROM OCT 2022) 1.00 X 0 0 0 BARRY SIMON DIRECTOR (FROM OCT 2022) 1.00 X 0 0 0 LINDA TIMMONS DIRECTOR (FROM OCT 2022) 1.00 X 0 0 0 ZACH WRAY DIRECTOR (FROM OCT 2022) 1.00 X 0 0 0 CHARLES J HOOKER III DIRECTOR (THRU OCT 2022) 1.00 X 0 0 0 JOSHUA EVANS DIRECTOR (THRU OCT 2022) 1.00 X 0 0 0 LINDA PLOURDE DIRECTOR (THRU OCT 2022) 1.00 X 0 0 0 MARK MATULKA DIRECTOR (THRU OCT 2022) 1.00 X 0 0 0 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 39.00 1.00 X 354278 0 31570 GABRIELLE SEDOR CHIEF OPERATIONS OFFICER 30.00 10.00 X 179648 0 22411 CARRIE SHANNON MCCRACKEN VP, GOVERNMENT RELATIONS 40.00 X 174072 0 22432 SEAN LUECHTEFELD VP, COMMUNICATIONS 40.00 X 143407 0 21891 CYNTHIA ALLEN DE RAMOS DIRECTOR OF FINANCE 37.00 3.00 X 130539 0 21486 DONNA MARTIN SR. DIRECTOR, STATE PARTNERSHIPS & INNOVATION 40.00 X 127682 0 24710 LYDIA DAWSON DIRECTOR, POLICY, REGULATORY & LEGAL ANALYSIS 40.00 X 110304 0 35304 1219930 0 179804 8 0 1 0 ALFONSO GUIDA 440 FIRST ST NW STE 430 WASHINGTON DC 20001 LOBBYING SERVICES 136617 JJO MEDIA LLC 7457 FRANKLIN RD STE 210 BLOOMFIELD HILLS MI 48301 WEBSITE SUPPORT SERVICES 117250 NORK-APEX STRATEGIC ADVISORS 45150 BLAKE CREEK RD BOX 478 VALLEY LEE MD 20692 PARTNERSHIP DEVELOPMENT 115797 BERLINROSEN LLC 15 MAIDEN LANE NEW YORK NY 10038 PUBLIC RELATIONS SERVICES 101000 4 127135 127135 MEMBERSHIP DUES 900099 2779429 2779429 CONFERENCES AND MEETINGS REVENUE 900099 861225 861225 ADVERTISING REVENUE 541800 108472 108472 AFFINITY PROGRAMS 900004 80745 80745 3650 3650 3833521 63503 63503 443222 443222 3917 992164 0 220347 3917 771817 775734 775734 248 248 248 5243363 3644304 189217 1282707 32127 587907 1359630 25989 209307 131052 16822 55675 140717 496302 7850 117258 404614 47940 127315 180275 48309 31623 DUES AND SUBSCRIPTIONS 53845 UNRELATED BUSINESS INCO 52674 53581 4180812 321781 542032 74044 68838 150134 141532 86638 98448 35704 31972 242729 3732 2828670 4000316 301149 1918 140484 277022 31650 94263 4177279 5228101 195005 231998 768593 997233 30574 44300 994172 1273531 X 3140038 3939485 43069 15085 3183107 3954570 4177279 5228101 1062551 -291088 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2779429 140717 140717 222354 -81637 35704 31972 3732 3732 DEFERRED COMPENSATION LIABILITY 36383 FINANCE LEASE LIABILITY 7917 44300 1 KEYSTONE HUMAN SERVICES 4391 STURBRIDGE DR HARRISBURG PA 17110 251847902 501(C)(3) 25000 0 ASSIST PURCHASE OF WHEELCHAIR VAN TO EVACUATE UKRANIAN REFUGEES WITH DISABILITIES 1 0 PART I, LINE 2: ANCOR SUPPORTS THE WORK OF ORGANIZATIONS TYPICALLY THROUGH UNRESTRICTED DONATIONS OR EVENT SPONSORSHIPS, WHICH ARE GENERALLY $5,000 OR LESS, WITH THE UNDERSTANDING ANY FUNDS NOT USED FOR THE EVENT WILL BE USED TO FURTHER THE ORGANIZATIONS MISSION. WHEN A DONATION IS MADE WITH RESTRICTIONS, ANCOR REQUESTS THE DONEE ORGANIZATION NOTIFY ANCOR WHEN RESTRICTIONS HAVE BEEN MET. BECAUSE ANCOR FOUNDATION IS STAFFED BY ANCOR EMPLOYEES, GRANTS ANCOR AWARDS TO ANCOR FOUNDATION ARE MONITORED BY ANCOR AS GRANT FUNDS ARE DISBURSED, WITH OVERSIGHT BY ANCOR'S OUTSIDE ACCOUNTING CONSULTANT. X X X X 0 0 0 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 305280 0 38998 0 10000 0 20628 0 10942 0 385848 0 0 0 GABRIELLE SEDOR CHIEF OPERATIONS OFFICER 169855 0 9793 0 0 0 5390 0 17021 0 202059 0 0 0 CARRIE SHANNON MCCRACKEN VP, GOVERNMENT RELATIONS 164121 0 9951 0 0 0 5222 0 17210 0 196504 0 0 0 SEAN LUECHTEFELD VP, COMMUNICATIONS 135889 0 7518 0 0 0 4302 0 17589 0 165298 0 0 0 DONNA MARTIN SR. DIRECTOR, STATE PARTNERSHIPS & I 119904 0 7778 0 0 0 3830 0 20880 0 152392 0 0 0 CYNTHIA ALLEN DE RAMOS DIRECTOR OF FINANCE 117951 0 12588 0 0 0 3916 0 17570 0 152025 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANCOR OFFERS FOUR LEVELS OF MEMBERSHIP TO ACCOMMODATE DIFFERENT LEVELS OF INTERESTS AND AFFILIATIONS. FULL MEMBERSHIP IS FOR ANY PERSON, PARTNERSHIP, FIRM, ASSOCIATION, OR CORPORATION THAT PROVIDES OR COORDINATES SERVICES OR SUPPORTS FOR ONE OR MORE PEOPLE WITH DISABILITIES AND IS NOT OWNED AND OPERATED BY A PUBLIC ENTITY. ASSOCIATE MEMBERSHIP IS FOR PARENTS, STAFF, AND FRIENDS OF AGENCIES THAT ARE FULL MEMBERS OR ASSOCIATES OF ANCOR, CONSULTANTS, LAW FIRMS, SUPPLIERS, OR LICENSING/MONITORING ENTITIES RELATED TO BUT NOT PROVIDING SUPPORTS AND SERVICES TO PEOPLE WITH DISABILITIES OR TO PUBLIC AGENCIES PROVIDING SERVICES TO PEOPLE WITH DISABILITIES. AN ASSOCIATE IS ENTITLED TO ALL MEMBERSHIP BENEFITS EXCLUDING THE RIGHT TO VOTE OR HOLD OFFICE IN ANCOR. STATE ASSOCIATION MEMBERSHIP IS ENTITLED TO ALL ANCOR MEMBERSHIP BENEFITS AND RESOURCES, EXCLUDING THE RIGHT TO INDIVIDUALLY VOTE IN ELECTIONS. IN ADDITION, THE STATE ASSOCIATION EXECUTIVE OR DESIGNEE IS INVITED TO PARTICIPATE IN THE ANCOR STATE PROVIDER ASSOCIATION EXECUTIVE FORUM. THE STATE PROVIDER ASSOCIATION EXECUTIVES FORUM ELECTS ONE INDIVIDUAL TO SERVE AS ITS VOTING REPRESENTATIVE ON THE BOARD OF DIRECTORS. 100% STATE ASSOCIATION MEMBERSHIP PROVIDES AN OPPORTUNITY FOR ALL PROVIDER MEMBERS OF THAT STATE ASSOCIATION TO BECOME ANCOR MEMBERS WITH FULL MEMBERSHIP BENEFITS. FORM 990, PART VI, SECTION A, LINE 7A FULL MEMBERS HAVE THE RIGHT TO VOTE IN ANCOR ELECTIONS TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ASSOCIATION'S BYLAWS REQUIRE A TWO-THIRDS MAJORITY VOTE OF THE FULL MEMBERSHIP ACTUALLY PARTICIPATING IN THE VOTE PROVIDED THAT A QUORUM HAS BEEN ACHIEVED. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PROVIDED TO THE DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE AND THE FINANCE ASSISTANT REVIEW THE RETURN FOR COMPLETENESS AND ACCURACY AND RECONCILE THE RETURN TO THE ASSOCIATION'S GENERAL LEDGER. THE RETURN IS THEN REVIEWED BY THE MEMBERS OF THE GOVERNING BODY AND THE CHIEF EXECUTIVE OFFICER WHO SIGNS THE RETURN UPON ACCEPTANCE. THE FINANCE COMMITTEE IS UPDATED ON THE STATUS OF THE FILING AND IS PROVIDED A COPY OF THE RETURN WHEN IT IS APPROVED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD, TRUSTEES AND THE CEO ANNUALLY DISCLOSE AND SIGN CONFLICT OF INTEREST STATEMENTS. IF A CONFLICT IS IDENTIFIED PRECAUTIONS ARE TAKEN TO HAVE THE INVOLVED PARTY RECUSE HIS/HER SELF FROM CONFLICTED DISCUSSIONS OR VOTES ON MATTERS CONCERNING THE AREA OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A A DESIGNATED COMMITTEE OF THE GOVERNING BODY DETERMINES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR POSITIONS. AN EMPLOYMENT AGREEMENT IS EXECUTED BETWEEN THE CHIEF EXECUTIVE OFFICER AND THE ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 ANCOR PROVIDES ITS POLICY AND PROCEDURES MANUAL, POSITION STATEMENTS, CONFLICT OF INTEREST POLICY, AND THREE MOST RECENT FORM 990 FILINGS AND AUDITED FINANCIAL STATEMENTS ON THEIR WEBSITE. THERE ARE NO RESTRICTIONS ON THE ACCESSIBILITY OF THESE DOCUMENTS. ANCOR FOUNDATION INC 113 S WEST ST 400 ALEXANDRIA VA 22314 541978656 TO SUPPORT THE MISSION OF ANCOR VA 501(C)(3) LINE 12A, I AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0