UNITED DISABILITIES SERVICES FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED DISABILITIES SERVICES FOUNDATION (EIN 26-0504792)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-08
- IRS object ID
- 201430139349301223
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-08T08:48:57-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231709427 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTZ HESS & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 E KING ST | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260504792 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED DISABILITIES SERVICES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7173971841 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 OLDE HOMESTEAD LANE | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17605 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM KEPNER | Name |
| Title | CEO | Title |
| Phone | 7173971841 | Phone |
| Date Signed | 2013-12-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK L HESS CPA | Name |
| PTIN | P00723129 | PTIN |
| Phone | 7173930767 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM KEPNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 OLDE HOMESTEAD LANE | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2100116 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UDSERVICES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | RAISE FUNDS IN SUPPORT OF THE MISSION OF UNITED DISABILITIES DIRECT SERVICES WHICH PROVIDES SERVICES TO THE DISABLED AND ELDERLY IN PENNSYLVANIA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 510 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 203713 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 149855 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 402740 | InvestmentIncomePriorYear |
| Investment Income Current Year | 77601 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -979626 | OtherRevenuePriorYear |
| Other Revenue Current Year | 398019 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -373173 | TotalRevenuePriorYear |
| Total Revenue Current Year | 625475 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 286668 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 418172 | OtherExpensePriorYear |
| Other Expenses Current Year | 4335466 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 418172 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4335466 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -791345 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3709991 | RevenuesLessExpensesCY |
| Total Assets BOY | 4557774 | TotalAssetsBOY |
| Total Assets EOY | 1237273 | TotalAssetsEOY |
| Total Liabilities BOY | 61801 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 461992 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4495973 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 775281 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | RAISE FUNDS IN SUPPORT OF THE MISSION OF UNITED DISABILITIES DIRECT SERVICES WHICH PROVIDES SERVICES TO THE DISABLED AND ELDERLY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 329941 | Expense |
| Revenue | 244111 | Revenue |
| Description | THE FOUNDATION'S MISSION IS TO RAISE FUNDS FOR UNITED DISABILITIES DIRECT SERVICES. THUS, ALL OF THE FOUNDATION'S PROGRAM EXPENSES ARE ESSENTIALLY FUNDRAISING EXPENSES. AS A RESULT NO PROGRAM EXPENSES ARE REPORTED ON THE STATEMENT OF FUNCTIONAL EXPENSES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RAISED FUNDS IN SUPPORT OF UNITED DISABILITIES DIRECT SERVICES WHICH PROVIDES SERVICES TO THE DISABLED AND THE ELDERLY. SINCE THE FOUNDATION'S ACTIVITIES CONSIST ENTIRELY OF FUNDRAISING, 100% OF THE EXPENSES ARE RECORDED AS FUNDRAISING EXPENSE; HENCE, NO PROGRAM EXPENSES ARE REPORTED EVEN THOUGH THE FOUNDATION'S SOLE MISSION IS TO RAISE FUNDS FOR ITS SUBSIDIDARY, UNITED DISABILITIES SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 329941 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM KEPNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7173971841 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 OLDE HOMESTEAD LANE | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17605 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MIMI SCHUTTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES BOZYM | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |
| DAVID KREIDER | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DANA PANOGOPOULOS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDREA RIEFENSTAHL | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| LISA RIGGS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARCI MILLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROB MARCHALONIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DWIGHT KREISER | ||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | |
| SHARI FRANEY | ||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | |
| WILLIAM KEPNER | ||||||
| CEO | 40.00 | 0 | 158076 | 22724 | X | |
| JUDY NAYLOR | ||||||
| COO | 40.00 | 0 | 128418 | 22724 | X | |
| CYNTHIA DAVIDSON | ||||||
| CCDO | 40.00 | 0 | 84531 | 5872 | X | |
| MARYBETH TEARPOCK | ||||||
| CFO | 40.00 | 0 | 36348 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 407373 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 51320 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 149855 | AllOtherContributions |
| Noncash Contributions | 34282 | NoncashContributions |
| Total Contributions | 149855 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38810 | TotalRevenueColumn |
| Exclusion | $38,810 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1461136 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1422345 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38791 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38791 | TotalRevenueColumn |
| Exclusion | $38,791 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 78041 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 42296 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35745 | TotalRevenueColumn |
| Exclusion | $35,745 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 16215 | GrossIncomeGaming |
| Gaming Direct Expenses | 10000 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6215 | TotalRevenueColumn |
| Exclusion | $6,215 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUBSIDIARY INCOME | Description |
| Business Code | 900003 | BusinessCode |
| Total Revenue Column | 356059 | TotalRevenueColumn |
| Exclusion | $356,059 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 356059 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 625475 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $475,620 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20763 | Total |
| Management And General | 20763 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070 | Total |
| Management And General | 1070 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1495 | Total |
| Management And General | 1495 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9023 | Total |
| Fundraising | 9023 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191 | Total |
| Management And General | 191 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524 | Total |
| Management And General | 524 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3956 | Total |
| Management And General | 3956 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1049 | Total |
| Management And General | 81 | ManagementAndGeneral |
| Fundraising | 968 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1417 | Total |
| Fundraising | 1417 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3636562 | Total |
| Management And General | 3636562 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13425 | Total |
| Management And General | 333 | ManagementAndGeneral |
| Fundraising | 13092 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 719 | Total |
| Management And General | 719 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| BAD DEBT | 380465 | 380465 | |
| LEASED EMPLOYEES | 146858 | 146858 | |
| MISCELLANEOUS | 34803 | 34803 | |
| GIFTS IN KIND EXPENSES | 34282 | 34282 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48864 | Total |
| Management And General | 2639 | ManagementAndGeneral |
| Fundraising | 46225 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4335466 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 4048798 | ManagementAndGeneral |
| Fundraising | 286668 | Fundraising |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2852489 | BOY |
| EOY | 400000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 523970 | BOY |
| EOY | 151570 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10758 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3597 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4286 | BOY |
| EOY | 7161 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2202990 | BOY |
| EOY | 1366040 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1043557 | BOY |
| EOY | -687498 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9531 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8065 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4557774 | BOY |
| EOY | 1237273 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8274 | BOY |
| EOY | 9465 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2101 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 400000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53527 | BOY |
| EOY | 50426 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61801 | BOY |
| EOY | 461992 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4485973 | BOY |
| EOY | 765281 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 10000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4495973 | BOY |
| EOY | 775281 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4557774 | BOY |
| EOY | 1237273 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -3709991 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -10702 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 1 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 203576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111378 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 203713 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149855 | CurrentTaxYear |
| Total | 835186 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 203576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111378 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 203713 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149855 | CurrentTaxYear |
| Total | 835186 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 835186 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87272 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 126940 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120107 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38810 | CurrentTaxYear |
| Total | 434934 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 29185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18370 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41960 | CurrentTaxYear |
| Total | 89515 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1359635 | TotalSupport |
| Public Support Pertcentage170 | 0.61430 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.60700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10758 | OtherCostOrOtherBasis |
| Depreciation | 3597 | Depreciation |
| Book Value | 7161 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7161 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE GIFT ANNUITY LIABILITY | Description |
| Amount | $50,426 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 50426 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | -3358981 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -10702 | NetUnrealizedGainsInvestments |
| Other Revenues | 52296 | OtherRevenues |
| Revenue Not Rptd F990 | 41594 | RevenueNotRptdF990 |
| Revenue Subtotal | -3400575 | RevenueSubtotal |
| Investment Expenses Not Included | 9023 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 4017027 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4026050 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 625475 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 361712 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 52296 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 52296 | ExpensesNotRptdF990 |
| Expenses Subtotal | 309416 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 9023 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 4017027 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4026050 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4335466 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | FINANCIAL STATEMENTS INDICATE THE ORGANIZATION HAS REVIEWED ITS TAX POSITION. NO RELATED LIABLITY IS DEEMED NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 42,296. GAMING EXPENSES 10,000. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TRANSFER TO DIRECT SERVICES 3,636,562. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 42,296. GAMING EXPENSE 10,000. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TRANSFER TO DIRECT SERVICES 3,636,562. BAD DEBT 380,465. | |
| SCHEDULE D, PART X: THE FOUNDATION IS INCORPORATED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AS A NON-PROFIT ENTITY. SINCE IT IS EXEMPT FROM TAXES ON EXEMPT FUNCTION INCOME UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3), IT HAS MADE NO PROVISION FOR TAXES ON INCOME. FURTHERMORE, IT QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GIFT WRAP BOOTHS | NameOfEvent1 |
| Gross Receipts Event1 | 78041 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 78041 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 42296 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 78041 | GrossReceiptsTotal |
| Gross Revenue Total Events | 78041 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 42296 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 42296 | DirectExpenseSummaryEvents |
| Net Income Summary | 35745 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 16215 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 10000 | CashPrizesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 16215 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 10000 | CashPrizesTotalGaming |
| Direct Expense Summary Gaming | 10000 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 6215 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | LAURA DEEGHAN | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 OLDE HOMESTEAD LANE | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
Gaming Manager Name Business GamingManagerNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Services Provided | N/A | GamingManagerServicesProvided |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM KEPNER | ||||||||||||||
| CEO | 0 | 157510 | 0 | 50 | 0 | 516 | 0 | 0 | 0 | 22724 | 0 | 180800 | 0 | 0 |
| JUDY NAYLOR | ||||||||||||||
| COO | 0 | 128251 | 0 | 0 | 0 | 167 | 0 | 0 | 0 | 22724 | 0 | 151142 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | THE FOUNDATION LEASES EMPLOYEES FROM UNITED DISABILITIES DIRECT SERVICES, A RELATED ORGANIZATION. THE FOUNDATION ITSELF DOES NOT HAVE EMPLOYEES OR ISSUE PAYROLL. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 65 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 900 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3780 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TICKETS, PASSES AND MEMBERSHIP | 70 | 19137 | FAIR MARKET VALUE OF DONATED ITEMS ON DATE DONATED |
| X | ELECTRONICS | 5 | 10100 | FAIR MARKET VALUE OF DONATED ITEMS ON DATE DONATED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | LINE 3- THE MANAGEMENT FUNCTIONS FOR THE FOUNDATION ARE PERFORMED BY THE FINANCE DEPARTMENT OF UNITED DISABILITIES DIRECT SERVICES. THE FOUNDATION LEASES EMPLOYEES, INCLUDING MANAGEMENT, FROM DIRECT SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11 | LINE 11A- FORM 990 IS DISCUSSED AT THE EXECUTIVE COMMITTEE MEETING FOR MEMBERS' REVIEW AND APPROVAL. |
| 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 | THE BOARD CONSIDERS SALARIES AT COMPARABLE NON-PROFITS (PROVIDED BY THE HUMAN RESOURCE DEPARTMENT OF UDS) AND USES THAT AS A BASIS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES AT THE FOUNDATION. AS OF 2010, THE ENTITY HAS PUT IN PLACE AN HR COMPENSATION COMMITTEE WHICH REVIEWS COMPENSATION OF ALL EMPLOYEES. THE BOARD OF DIRECTORS AT UDS DIRECT SERVICES (WHICH LEASES EMPLOYEES TO THE FOUNDATION) CONSIDERS COMPENSATION AT COMPARABLE ENTITIES AS WELL AS THE EMPLOYEES' PERFORMANCE FOR DETERMINING COMPENSATIONS. UDS DIRECT SERVICES ALSO HAS A COMPENSATION COMMITTEE WHICH REVIEWS COMPENSATION OF ALL EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | UPON WRITTEN REQUEST, THE FOUNDATION MAKES THESE FORMS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VI, SECTION C, LINE 19 | MADE AVAILABLE UPON WRITTEN REQUEST |
| NO CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED DISABILITIES SERVICES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 OLDE HOMESTEAD LANE | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231687320 | EIN |
| Primary Activities | SERVICES FOR THE DIABLED & ELDERLY | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UDS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UDS INDEPENDENT LIVING SERVICES | ||||||||||||
| 1901 OLDE HOMESTEAD LANE | LANCASTER | PA | 17605 | 261475437 | SERVICES | PA | UDS FOUNDATION | C | 535323 | 6628 | 1.00000 | 0 |
| UDS HOME MEDICAL EQUIPMENT | ||||||||||||
| 1901 OLDE HOMESTEAD LANE | LANCASTER | PA | 17605 | 273785544 | SALE AND RENTAL OF HOME MEDICAL EQUIPMENT | PA | UDS FOUNDATION | C | -179264 | 481588 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UDS DIRECT SERVICES | ||
| D | 400000 | FACE VALUE OF NOTE |
| UDS HOME MEDICAL EQUIPMENT | ||
| D | 151570 | FACE VALUE OF NOTE |
| UDS DIRECT SERVICES | ||
| R | 3636562 | FAIR MARKET VALUE |
| UDS INDEPENDENT LIVING SERVICES | ||
| R | 380465 | FACE VALUE OF NOTE |