2024-05-08T13:32:58-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 232003056 ACCESS SERVICES INC ACCE 2155402150 500 OFFICE CENTER DRIVE 100 FORT WASHINGTON PA 19034 LISA AUERBACH CHIEF FINANCIAL & ADMIN OFFICER 2155402150 2024-05-06 1 LISA AUERBACH 999009999 0 MALLORY GOOD P01704765 2156433900 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA AUERBACH 500 OFFICE CENTER DRIVE 100 FORT WASHINGTON PA 19034 47141683 0 X ACCESSSERVICES.ORG X 1976 PA PROVIDE SPECIALIZED SUPPORT THROUGH SERVICES THAT ALLOW CLIENTS TO LIVE FULFILLING LIVES. 5 4 810 20 0 0 14003562 13703621 27361727 32873416 8427 129435 99733 371057 41473449 47077529 0 0 0 0 26470945 31185682 0 0 52672 14440431 14208304 40911376 45393986 562073 1683543 17791046 21075680 6571660 8172751 11219386 12902929 TO EMPOWER AND SERVE PEOPLE IN NEED OF SPECIALIZED SUPPORTS BY PROVIDING INNOVATIVE SERVICES THAT IMPROVE THEIR ABILITY TO LIVE FULFILLING LIVES IN THE COMMUNITY. 0 0 21599531 0 23683971 INTELLECTUAL DISABILITY & AUTISM SERVICES BELIEVE IN EMPOWERING AN INDIVIDUAL'S ABILITIES AND UNLOCKING THEIR FULL POTENTIAL. DISABILITY DOES NOT MEAN INABILITY. OUR VARIOUS PROGRAMS FACILITATE PERSONAL GROWTH AND HELP INDIVIDUALS REACH THEIR GOALS. WE OFFER COMMUNITY-BASED PROGRAMS, BOTH IN-HOME AND OFF-SITE, WHERE SOCIAL SKILLS AND EXCITING ACTIVITIES PROMOTE DEVELOPMENT IN LIFE SKILLS. EMPLOYMENT SERVICES CREATE INDIVIDUALIZED PLANS AND A COMPREHENSIVE APPROACH IN SERVICES THAT FOCUS ON EXPANDING COMPETITIVE EMPLOYMENT OPPORTUNITIES THROUGH EMPLOYMENT SKILLS TRAINING, JOB MATCH AND ON-GOING JOB SUPPORT. OUR ROBUST LIFESHARING PROGRAM AND COMMUNITY LIVING HOMES ARE DESIGNED TO CREATE A TRUE HOME LIVING EXPERIENCE FOCUSED ON SUPPORT AND CARE FOR THOSE WE SERVE. 4889581 0 1920186 CHILDREN & FAMILY SERVICES PROVIDE SAFE, NURTURING ENVIRONMENTS FOR CHILDREN AND FAMILIES. OUR FAMILY SUPPORT PROGRAMS WORK TO EMPOWER FAMILIES THROUGH FAMILY PEER SPECIALISTS WHO GIVE FAMILIES A WIDE "VILLAGE" OF SUPPORT AND VALUABLE CONNECTIONS TO RESOURCES IN THE COMMUNITY. OUR FOSTER CARE PROGRAMS GIVE CHILDREN AND YOUTH THE OPPORTUNITY TO JOIN UNIQUE FAMILIES CREATED THROUGH LOVE THAT PROVIDE SAFE, STABLE ENVIRONMENTS IN THEIR LIVES FOR BOTH SHORT AND EXTENDED PERIODS OF TIME. OTHER PROGRAMS WITHIN THE CHILDREN & FAMILY SERVICE LINE PROVIDE SERVICES IN YOUTH MENTORING, ADVOCACY, LIFE SKILLS TRAINING AND EDUCATIONAL SUPPORT. 14105976 0 7269259 BEHAVIORAL HEALTH SERVICES RECOGNIZE THE VALUE OF COMMUNITY AND RELATIONSHIPS IN HEALING AND WELLNESS. ACCESS SERVICES PROVIDES A VARIETY OF PROGRAMS THAT SUPPORT THE LIFESPAN - FROM 18 MONTHS THROUGH ALL OF ADULTHOOD - AND MEET NEEDS ACROSS CRISIS INTERVENTION TO LONG-TERM SUPPORT DELIVERED TO INDIVIDUALS AND FAMILIES. WE BELIEVE EVERY PERSON NEEDS TO BUILD A LIFE WORTH LIVING. OUR SERVICES ARE, BY DESIGN, PERSON-CENTERED SO THAT THE INDIVIDUALS WE SERVE AND THEIR GOALS, REMAIN THE PRIMARY FOCUS. WE SEEK TO PARTNER WITH OTHER PROVIDERS AND RESOURCES TO MAXIMIZE OUTCOMES FOR THOSE WE COLLECTIVELY SERVE AND TO INTEGRATE HEALTH FOR THE WHOLE PERSON. 40595088 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 125 0 810 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 PA X LISA AUERBACH CFO 2155402150 500 OFFICE CENTER DRIVE 100 FORT WASHINGTON PA 19034 SUSAN STEEGE PRESIDENT AND CEO 40.00 X X 180090 0 30590 PERCELL BERRY JR CHAIRPERSON (EFF 6/20/23) 1.00 X X 0 0 0 VICTORIA C TADROS CHAIRPERSON (THRU 6/20/23) 1.00 X X 0 0 0 KELVIN PITTMAN VICE CHAIRPERSON (EFF 6/20/23) 1.00 X X 0 0 0 WAKAKI THOMPSON VICE CHAIRPERSON (THRU 6/20/23) 1.00 X X 0 0 0 CYNTHIA BERGVALL SECRETARY AND TREASURER 1.00 X X 0 0 0 TOM MIORELLI BOARD MEMBER (EFF 1/17/23) 1.00 X 0 0 0 GEORGE ZAUFLIK BOARD MEMBER (EFF 1/17/23) 1.00 X 0 0 0 SCOTT MCMULLAN VICE PRESIDENT OF FINANCE 40.00 X 129935 0 36233 LISA AUERBACH CFO (EFF MAY 2023) 40.00 X 0 0 0 TROY L BRINDLE SENIOR VP AND COO (THRU 1/17/23) 40.00 X 172775 0 5284 ANDREW WARD VICE PRESIDENT OF HUMAN RESOURCES 40.00 X 123723 0 24280 JANICE KNOWLTON VICE PRESIDENT 40.00 X 118130 0 20887 JESSICA FENCHEL COO (EFF 1/12/23) 40.00 X 114096 0 22723 ROB REID FORMER PRESIDENT AND CEO 40.00 X 174446 0 9738 1013195 0 149735 7 1 1 0 0 13488830 214791 13703621 WAIVER FEE INCOME 624310 20244354 20244354 BEHAVIORAL HEALTH SERVICE 624310 7269259 7269259 FOSTER CARE 624310 1920186 1920186 ROOM AND BOARD SERVICES 624100 1106082 1106082 FEE SCHEDULE INCOME 624310 940547 940547 1392988 1392988 32873416 109487 109487 25200 18151 7049 7049 7049 65951 46003 19948 19948 19948 OTHER REVENUE 900099 364008 364008 364008 47077529 32873416 0 500492 X 434619 434619 115793 115793 24291269 22068531 2201524 21214 168226 168085 141 4370743 4005300 362508 2935 1805032 1630636 173195 1201 22995 19248 3747 72470 72470 7252826 6815900 431473 5453 395513 374437 21076 330091 246341 72987 10763 152546 124959 27444 143 1868863 1443093 423620 2150 1434104 1398641 34963 500 117459 100102 17357 435231 370592 64639 48299 35490 12809 COMMUNICATIONS 601898 493048 108284 566 MINOR EQUIP & FURNITURE 516314 451236 64510 568 STAFF DEVELOPMENT 370951 303182 63442 4327 FOOD COSTS 216229 203251 10468 2510 372515 343016 29298 201 45393986 40595088 4746226 52672 2300957 633872 5131619 9499953 5366498 4363946 302163 63669 5007946 2073850 3626721 2934096 1063088 3580144 17791046 21075680 4085287 3308181 482885 492462 1475824 1387563 527664 2984545 6571660 8172751 X 10919399 12749743 299987 153186 11219386 12902929 17791046 21075680 1683543 0 X X 0 1 X 1 1 1 X 9708145 10581252 13584203 14003562 13703621 61580783 29473872 28081016 25150652 27361727 32873416 142940683 39182017 38662268 38734855 41365289 46577037 204521466 68909 17968 24198 19883 2105 133063 0 68909 17968 24198 19883 2105 133063 204388403 20451 24317 19196 33627 134687 232278 20451 24317 19196 33627 134687 232278 16025 16025 126662 364008 490670 39218493 38686585 38754051 41525578 47075732 205260439 0.99580 0.99790 0.00110 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 126,662. 2022 AMOUNT: $ 364,008. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 481526 481526 4021540 1624912 2396628 262151 262151 0 242729 186787 55942 2934096 DEPOSITS 646663 RIGHT-OF-USE ASSETS, NET 2933481 3580144 FINANCE LEASES 376053 OPERATING LEASES 2608492 2984545 X 47095680 0 47095680 -18151 -18151 47077529 45412137 18151 18151 45393986 0 45393986 PART IV, LINE 2B: A CUSTODIAL FUND HAS BEEN ESTABLISHED TO ACCOUNT FOR ASSETS RECEIVED BY THE ORGANIZATION ON BEHALF OF CERTAIN CLIENTS OF CERTAIN PROGRAMS. THESE FUNDS ARE HELD FOR THE SOLE BENEFIT OF EACH INDIVIDUAL AND ARE EXPENDED AT THE DIRECTION OF THE PROGRAM DIRECTORS, WITHIN THE FRAMEWORK OF GOVERNING REGULATIONS. PART X, LINE 2: THE ORGANIZATION IS A NON-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES -18,151. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES 18,151. X 0 1 0 0 0 0 0 1 0 SUSAN STEEGE PRESIDENT AND CEO 165002 0 10000 0 5088 0 5080 0 25510 0 210680 0 0 0 ROB REID FORMER PRESIDENT AND CEO 27551 0 29800 0 117095 0 1778 0 7960 0 184184 0 0 0 TROY L BRINDLE SENIOR VP AND COO (THRU 1/17/23) 164775 0 7000 0 1000 0 4594 0 690 0 178059 0 0 0 SCOTT MCMULLAN VICE PRESIDENT OF FINANCE 129935 0 0 0 0 0 4130 0 32103 0 166168 0 0 0 PART I, LINE 4B ROBIN REID RECEIVED A DISTRIBUTION FROM A 457(B) PLAN IN THE AMOUNT OF $115,793. IT HAS BEEN INCLUDED IN SCHEDULE J COLUMN (B)(III). PART I, LINE 7 AMOUNTS REPORTED IN PART II, COLUMN (B)(II) ARE DISCRETIONARY. THE AMOUNT FOR THE PRESIDENT AND CEO IS DETERMINED BY THE BOARD, AND THE AMOUNT FOR THE CHIEF OPERATING OFFICER IS DETERMINED BY THE PRESIDENT AND CEO. THE TOTAL AVAILABLE BONUS POOL FOR THE ORGANIZATION IS BASED ON THE BUDGET AND SPENDING FOR THE YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY MANAGEMENT IN CONJUNCTION WITH AN INDEPENDENT ACCOUNTING FIRM. A COPY IS DISTRIBUTED AND REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER MUST ANNUALLY SIGN A DISCLOSURE STATEMENT AND A CONFLICT OF INTEREST STATEMENT. MANAGEMENT AND THE BOARD REVIEW ALL VENDORS FOR POTENTIAL CONFLICTS. IF A CONFLICT WERE TO ARISE DURING THE YEAR, IT MUST BE DISCLOSED AND THE BOARD MEMBER WOULD NOT VOTE ON ISSUES RELATED TO THAT CONFLICT. THE CONFLICT OF INTEREST POLICY INCLUDES A DUTY TO DISCLOSE, AND A DIRECTOR MAY BE REMOVED FOR FAILURE TO PROPERLY DISCLOSE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR THE ORGANIZATION COMPLETES INDEPENDENT, OUTSIDE COMPENSATION REVIEWS BY REVIEWING COMPARABLE ORGANIZATIONS AS WELL AS THE BOARD COMPLETING INDEPENDENT EVALUATIONS OF THE CEO. THE EXECUTIVE TEAM OF THE BOARD PERFORMS THE EVALUATION OF THE CEO AND MAKES THE SALARY AND BONUS DECISION. THEY MEET WITH THE CEO TO REVIEW AND ALSO TO DISCUSS GOALS FOR THE NEXT YEAR. THIS REVIEW IS CONTEMPORANEOUSLY DOCUMENTED IN THE CEO'S EMPLOYEE FILE. THIS PROCESS WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED PERSONNEL: PROGRAM SERVICE EXPENSES 726,768. MANAGEMENT AND GENERAL EXPENSES 431,473. FUNDRAISING EXPENSES 5,453. TOTAL EXPENSES 1,163,694. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 6,089,132. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,089,132. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.