2025-05-01T12:00:20-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 232003056 ACCESS SERVICES INC ACCE 2155402150 500 OFFICE CENTER DRIVE 100 FORT WASHINGTON PA 19034 VICTORIA L ATKINS CONTROLLER 2155402150 2025-04-30 1 0 MALLORY GOOD P01704765 2156433900 2025-04-30 2023 2025-03-06 01:10:19Z SUSAN STEEGE 500 OFFICE CENTER DRIVE 100 FORT WASHINGTON PA 19034 49574562 0 X ACCESSSERVICES.ORG X 1976 PA STRENGENTHENING COMMUNITIES BY EMPOWERING INDIVIDUALS TOWARDS WHOLENESS AND BELONGING. 9 8 891 20 0 0 13703621 8195776 32873416 40556223 129435 317887 371057 275648 47077529 49345534 0 0 0 0 31185682 32920480 0 0 124519 14208304 14611574 45393986 47532054 1683543 1813480 21075680 23773189 8172751 9056780 12902929 14716409 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 23269816 27870713 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. 14652843 11148669 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. THESE SERVICES INCLUDE PROGRAMS FOCUSED ON SERVING OUR UNHOUSED POPULATIONS AND WORKING WITH PEOPLE TO MEET HOUSING NEEDS. 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. 4284331 1536841 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, INCLUDING OUR ACCESS LEARNING ACADEMY. 42206990 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 1 185 0 891 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 PA X X VICTORIA L ATKINS 2154707882 500 OFFICE CENTER DR FT WASHINGTON PA 19034 SUSAN STEEGE PRESIDENT AND CEO 40.00 X X 207552 0 17534 PERCELL BERRY JR CHAIRPERSON 1.00 X X 0 0 0 KELVIN PITTMAN VICE CHAIR 1.00 X 0 0 0 CYNTHIA BERGVALL TREASURER AND SECRETARY 1.00 X X 0 0 0 TRACY BURKE BOARD MEMBER 1.00 X 0 0 0 CAROL JOHNSON BOARD MEMBER 1.00 X 0 0 0 STEVE KIRSCH BOARD MEMBER 1.00 X 0 0 0 ALLENA MONCRIEF BOARD MEMBER 1.00 X 0 0 0 TOM MIORELLI BOARD MEMBER 1.00 X 0 0 0 LISA AUERBACH CFO 40.00 X 112201 0 6675 SCOTT MCMULLAN VICE PRESIDENT OF FINANCE 40.00 X 142470 0 34461 ANDREW WARD VICE PRESIDENT OF HUMAN RESOURCES 40.00 X 129830 0 19594 JANICE KNOWLTON VICE PRESIDENT 40.00 X 123976 0 20089 JESSICA FENCHEL COO 40.00 X 158676 0 22495 KATHLEEN SAMMER SR. CLINICAL DIRECTOR 40.00 X 124930 0 22401 999635 0 143249 7 0 1 0 0 7833033 362743 8195776 WAIVER FEE INCOME 624310 23020727 23020727 BEHAVIORAL HEALTH SERVICE 624310 11148669 11148669 OTHER PROGRAM INCOME 624310 1569652 1569652 FOSTER CARE 624310 1536841 1536841 ROOM AND BOARD SERVICES 624100 1132970 1132970 2147364 2147364 40556223 288202 288202 14700 11755 2945 2945 2945 246958 217273 29685 29685 29685 OTHER REVENUE 900099 272703 272703 272703 49345534 40556223 0 593535 X 434832 434832 25530199 22916254 2546847 67098 208641 201114 6924 603 4873458 4401808 458484 13166 1873350 1687391 181001 4958 31590 19000 12590 79721 79721 7333929 6801790 514410 17729 417677 391640 25932 105 317584 235477 71762 10345 132564 108992 23549 23 2120841 1660992 459849 1811215 1763386 47829 111048 94584 16464 383334 338405 44929 126507 109362 16955 190 COMMUNICATIONS 601206 494303 106799 104 STAFF DEVELOPMENT 351488 282139 69349 FOOD COSTS 216332 205003 10403 926 EQUIPMENT & FURNITURE 144570 113294 22386 8890 431968 382056 49530 382 47532054 42206990 5200545 124519 633872 619470 9499953 10643196 4363946 4712266 63669 192354 5602121 2255523 2934096 3346598 3580144 4259305 21075680 23773189 3308181 3654133 492462 474621 1387563 1080050 2984545 3847976 8172751 9056780 X 12749743 14716409 153186 0 12902929 14716409 21075680 23773189 1813480 0 X 1 X 1 X 1 0 X 10581252 13584203 14003562 13703621 8195776 60068414 28081016 25150652 27361727 32873416 40556223 154023034 38662268 38734855 41365289 46577037 48751999 214091448 17968 24198 19883 2105 3484 67638 0 17968 24198 19883 2105 3484 67638 214023810 24317 19196 33627 134687 302902 514729 24317 19196 33627 134687 302902 514729 126662 364008 272703 763373 38686585 38754051 41525578 47075732 49327604 215369550 0.99380 0.99580 0.00240 0.00110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 126,662. 2022 AMOUNT: $ 364,008. 2023 AMOUNT: $ 272,703. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 566607 566607 4777355 2045032 2732323 15430 15430 0 242729 195061 47668 3346598 DEPOSITS 519248 RIGHT-OF-USE ASSETS, NET 3740057 4259305 FINANCE LEASES 760576 OPERATING LEASES 3087400 3847976 X 49357289 0 49357289 -11755 -11755 49345534 47543809 11755 11755 47532054 0 47532054 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 -11,755. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT RENTAL EXPENSES 11,755. X X X 0 0 0 0 0 0 0 1 0 SUSAN STEEGE PRESIDENT AND CEO 192040 0 10000 0 5512 0 5546 0 11988 0 225086 0 0 0 JESSICA FENCHEL COO 147213 0 11463 0 0 0 4910 0 17585 0 181171 0 0 0 SCOTT MCMULLAN VICE PRESIDENT OF FINANCE 142470 0 0 0 0 0 4524 0 29937 0 176931 0 0 0 PART I, LINE 3 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 DISCUSS GOALS FOR THE UPCOMING YEAR. THIS WAS LAST COMPLETED IN 2023. 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 CONJUCNTION 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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 1,321,754. MANAGEMENT AND GENERAL EXPENSES 514,410. FUNDRAISING EXPENSES 1,817. TOTAL EXPENSES 1,837,981. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 5,480,036. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,912. TOTAL EXPENSES 5,495,948.