2019-01-23T09:42:37-06:00 2018-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2017-07-01 260504792 UNITED DISABILITIES SERVICES FOUNDATION UNIT 7173971841 2270 ERIN COURT LANCASTER PA 17601 WILLIAM KEPNER CEO 7173971841 2019-01-21 1 GARY J DUBAS P00252339 7177617910 X 50.207.109.122 2019-01-21 12:52:32 ES P 40859756580BFA5C9C525B56D8C22FF09C5A13CF 7C0506AE9C714963A916C60C1590008910264693 2017 2019-02-21 02:37:17Z WILLIAM KEPNER 2270 ERIN COURT LANCASTER PA 17601 803797 0 X WWW.UDSERVICES.ORG X 2007 PA RAISES FUNDS IN SUPPORT OF THE MISSION OF UNITED DISABILITIES SERVICES FOUNDATION AND ITS AFFILIATE COMPANIES, WHICH HELPS TO ENHANCE THE INDEPENDENCE AND ENRICH THE LIVES OF INDIVIDUALS WITH PHYSICAL AND AGE RELATED DISABILITIES. 11 11 0 450 0 0 296739 535809 0 0 142743 183004 61208 31146 500690 749959 0 0 0 0 0 0 0 0 322646 295925 322646 295925 322646 204765 427313 4695558 4938395 4630925 4482247 64633 456148 X RAISES FUNDS IN SUPPORT OF THE MISSION OF THE UNITED DISABILITIES SERVICES FOUNDATION, UNITED DISABILITIES 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 THE STATEMENT OF FUNCTIONAL EXPENSES. 1 1 0 0 0 0 0 0 0 0 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 1 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 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 GRANT MARKLEY 7173971841 2270 ERIN COURT LANCASTER PA 17601 SHAWN LONG BOARD CHAIR 0.25 1.00 X X 0 0 0 LEE PELKO SECRETARY 0.25 1.00 X X 0 0 0 JENNIFER ROOF DIRECTOR 0.25 1.00 X 0 0 0 BROCK T SNIDER DIRECTOR 0.25 1.00 X 0 0 0 JASON ASBELL DIRECTOR 0.25 1.00 X 0 0 0 KAREN MECK DIRECTOR 0.25 1.00 X 0 0 0 MATTHEW K PFEIFFENBERGER VICE-CHAIR 0.25 1.00 X X 0 0 0 THOMAS SEIGER TREASURER 0.25 1.00 X X 0 0 0 NICOLE ZIMMERMAN DIRECTOR 0.25 1.00 X 0 0 0 EDWARD SCHOENBERGER DIRECTOR 0.25 1.00 X 0 0 0 RHONDA ULRICH DIRECTOR 0.25 1.00 X 0 0 0 WILLIAM KEPNER CEO 2.00 38.00 X 0 184023 15121 JUDY NAYLOR COO 1.00 39.00 X 0 147421 19102 GRANT MARKLEY CFO 2.00 38.00 X 0 142781 11690 0 474225 45913 0 0 1 0 0 64585 471224 30783 535809 183004 183004 84984 64585 53838 31146 31146 749959 0 0 214150 26923 26923 1179 1179 39539 39539 15851 15851 13148 13148 826 826 974 974 LEASED EMPLOYEES 158939 158939 MISCELLANEOUS 34484 34484 GIFTS IN KIND EXPENSES 30783 30783 322646 0 0 322646 792928 151570 151570 3149 1350 11748 8275 4447 3473 6857004 6524239 -2320612 -2535165 4695558 4938395 755 5000 4630170 4477247 4630925 4482247 X 51658 443173 2975 2975 10000 10000 64633 456148 4695558 4938395 X 427313 29531 -65329 X X 0 1 X 1 0 X 281821 282210 310722 296739 535809 1707301 281821 282210 310722 296739 535809 1707301 368917 1338384 32777 24513 95993 142743 183004 479030 73167 67530 88536 61208 31146 321587 2507918 0.53370 0.54700 X 11748 8275 3473 3473 CHARITABLE GIFT ANNUITY LIABILITY 11308 PAYABLE TO UNITED DISABILITIES SERVICES 4465939 4477247 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 45734 12100 33634 669 15415 GALA 103835 52485 51350 1590 200 12345 23619 0 149569 64585 84984 1590 200 13014 39034 53838 31146 X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM KEPNER CEO 0 184023 0 0 0 0 0 3804 0 11317 0 199144 0 0 JUDY NAYLOR COO 0 147421 0 0 0 0 0 4843 0 14259 0 166523 0 0 GRANT MARKLEY CFO 0 142781 0 0 0 0 0 4314 0 7376 0 154471 0 0 PART I, LINE 3 THE FOUNDATION LEASES EMPLOYEES FROM UNITED DISABILITIES SERVICES, A RELATED ORGANIZATION. THE FOUNDATION ITSELF DOES NOT HAVE EMPLOYEES OR ISSUE PAYROLL. X GALA AUCTION 67 30783 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FINANCIAL MANAGEMENT FUNCTIONS FOR THE FOUNDATION ARE PERFORMED BY THE FINANCE DEPARTMENT OF NON-PROFIT MANAGEMENT SOLUTIONS. 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 -1,593. SUBSIDIARIES NET LOSS -63,736. 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 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 -214553 577162 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UDS HOME MEDICAL EQUIPMENT D 151570 FACE VALUE OF NOTE UNITED DISABILITIES SERVICES E 4465939 INTERCOMPANY PAYABLE