2026-05-14T15:03:48-05:00 2025-06-30 232108173 RKL LLP 1330 BROADCASTING ROAD WYOMISSING PA 196106008 990 2024-07-01 232897133 SERVICE ACCESS & MANAGEMENT INC SERV 6102360530 590 TERRY REILEY WAY POTTSVILLE PA 17901 MARY ANN KOWALONEK CEO/PRESIDENT 6102360530 2026-05-14 1 0 RUTHANN J WOLL CPA P00647342 6103761595 2026-05-14 2024 2025-03-06 01:10:19Z MARY ANN KOWALONEK 590 TERRY REILEY WAY POTTSVILLE PA 17901 106174186 0 X WWW.SAM-INC.ORG X 1987 PA TO HELP PEOPLE BY MANAGING AND/OR PROVIDING NEEDED, ACCESSIBLE AND INDIVIDUALLY HUMAN SERVICES. 15 12 1136 12 0 0 0 0 107045189 105307451 14439 130227 471062 480805 107530690 105918483 0 15363 0 0 64056807 64230730 0 0 0 40996232 40287122 105053039 104533215 2477651 1385268 31440052 31102111 22547714 20652690 8892338 10449421 TO HELP PEOPLE THROUGHOUT PENNSYLVANIA AND NEW JERSEY ENHANCE THE QUALITY OF THEIR LIVES BY EFFECTIVELY AND EFFICIENTLY MANAGING AND/OR PROVIDING NEEDED, ACCESSIBLE AND INDIVIDUALLY SATISFYING HUMAN SERVICES. 0 0 31288573 15363 31332368 MENTAL HEALTH SERVICES PROVIDED TO BERKS, SCHUYLKILL, CLEARFIELD-JEFFERSON, HUNTINGDON, MIFFLIN, JUNIATA & TIOGA COUNTIES. 24129386 27308217 INTELLECTUAL DISABILITIES SERVICES PROVIDED TO BERKS, SCHUYLKILL, CLEARFIELD-JEFFERSON, CLARION, FRANKLIN, FULTON, MONTGOMERY, LEHIGH, ALLEGHENY, HUNTINGDON, MIFFLIN, JUNIATA, LACKAWANNA, BLAIR, LEBANON & ALLEGHENY COUNTIES AND NEW JERSEY 46501495 47147671 OTHER PROGRAMS RELATED TO HUMAN SERVICES PROVIDED TO BERKS, SCHUYLKILL, YORK, ADAMS, MIFFLIN, JUNIATA, HUNTINGDON, CLEARFIELD-JEFFERSON, CLARION, FRANKLIN FULTON, MONTGOMERY, TIOGA, CENTRE, PIKE LYCOMING, CLINTON, BRADFORD & LEHIGH COUNTIES. 101919454 1 0 0 0 0 0 0 0 0 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 X 447 0 1 1136 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARY ANN KOWALONEK 6102360530 590 TERRY REILEY WAY POTTSVILLE PA 17901 MARY ANN KOWALONEK CEO/PRESIDENT 40.00 X X 448393 0 865 LORI HARTMAN CHIEF OPERATING OFFICER 40.00 X X 276749 0 6447 STAN MILLER CFO 40.00 X X 231231 0 10660 DR JOHN VAFEAS CHAIRMAN 1.00 X 0 0 0 MARIE BEAUCHAMP VICE CHAIR 1.00 X 0 0 0 ANTHONY CARTOLARO DIRECTOR 1.00 X 0 0 0 JEFFERY DARLINGTON DIRECTOR 1.00 X 0 0 0 DR GEORGE IOANNIDIS DIRECTOR 1.00 X 0 0 0 DANETTE MAHUTE DIRECTOR (END 11/24) 1.00 X 0 0 0 MICHAEL MALINOSKI DIRECTOR 1.00 X 0 0 0 ARIEL PARKER DIRECTOR 1.00 X 0 0 0 ELAINE SCHAEFFER DIRECTOR 1.00 X 0 0 0 LARRY SHAUB DIRECTOR 1.00 X 0 0 0 DR MARY RITA WELLER DIRECTOR 1.00 X 0 0 0 STACEY STAUDENMEIER-EDWARDS DIRECTOR (START 5/2025) 0.00 X 0 0 0 LISA M MELUSKY DIRECTOR (START 2/2025) 0.00 X 0 0 0 PAUL STRAKA DIRECTOR OF BUSINESS DEVEL 40.00 X 185821 0 11770 RACHEL BERNINI DIRECTOR OF PEOPLE OPERATI 40.00 X 184742 0 6595 JEFFREY BUFFINGTON DIRECTOR OF INFORMATION TE 40.00 X 168997 0 17412 NICHOLE LUCKOVICH DEPUTY DIRECTOR OF OPERATI 40.00 X 168205 0 9772 NAN HAVER FORMER CEO/PRESIDENT 0.00 X 224000 0 0 1888138 0 63521 46 1 1 0 WEETALK SPEECH AND LANGUAGE SVC 2851 CENTER AVENUE SUITE A READING PA 19605 SPEECH THERAPY 939092 HAPPY HEARTS 1378 RED DALE ROAD ORWIGSBURG PA 17961 THERAPY 520821 HANDS ON PHYSICAL THERAPY 2209 QUARRY DRIVE STE B-23 READING PA 19609 PHYSICAL THERAPY 295377 INTEGRATED THERAPY - LINDA MAGLIONI 1621 ABYSS DRIVE ODESSA FL 33556 THERAPY 197088 LAURIE A HINOJOSA 903 EAST MAIN STREET REYNOLDSVILLE PA 15851 TRANSPORT SERVICES 113687 9 BILLABLE REVENUE 624100 49180155 49180155 PROVIDER REVENUE 623990 29761070 29761070 PROGRAM FUNDED AND CONTRACT INCOM 624100 26202671 26202671 OTHER REVENUE 624100 163555 163555 105307451 317930 317930 480805 0 480805 480805 480805 68000 255703 -187703 -187703 -187703 105918483 105788256 0 130227 15363 15363 1037042 1037042 48310788 46428837 1881951 1182692 1131789 50903 10032973 9901334 131639 3667235 3555097 112138 240081 203251 36830 152126 148736 3390 12052 12052 2265964 2067998 197966 2487214 2409740 77474 1936051 1900629 35422 2217641 2160406 57235 7647 7507 140 424917 424917 543229 533290 9939 PROVIDER EXPENSES 29776522 29776522 STAFF DEVELOPMENT EXPEN 223678 216996 6682 104533215 101919454 2613761 0 9968864 10213177 11211947 10777528 234953 262434 11514332 6073148 5765253 5441184 2130465 2076521 2128570 2331267 31440052 31102111 16205019 14768054 525000 0 5817695 5884636 22547714 20652690 X 5232261 6685116 3660077 3764305 8892338 10449421 31440052 31102111 1385268 171815 0 X X 0 1 X 1 1 1 X 88187788 102054368 101000633 107045189 105307451 503595429 88187788 102054368 101000633 107045189 105307451 503595429 0 0 0 503595429 968604 397567 430699 512892 798735 3108497 968604 397567 430699 512892 798735 3108497 89156392 102451935 101431332 107558081 106106186 506703926 0.99390 0.99420 0.00610 0.00580 X 1053901 1053901 8786487 5101285 3685202 585595 339986 245609 1088349 631877 456472 5441184 RIGHT-OF-USE ASSET, OPERATING LEASE 2331267 2331267 ADVANCES FROM COUNTIES 3519276 OPERATING LEASE LIABILITY 2365360 5884636 X 106078246 171815 171815 105906431 12052 12052 105918483 104521163 0 104521163 12052 12052 104533215 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER THE PROVISION OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND; THEREFORE, IS GENERALLY NOT SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION (BENEFIT) FOR INCOME TAXES IN ITS STATEMENT OF ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THERE WERE NO ACCRUALS FOR THE PAYMENT OF PENALTIES AND INTEREST. THE ORGANIZATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTABLE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAVE BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS ENDING AFTER 2022. X X 0 1 0 0 0 0 0 0 0 MARY ANN KOWALONEK CEO/PRESIDENT 448393 0 0 0 0 0 0 0 865 0 449258 0 0 0 LORI HARTMAN CHIEF OPERATING OFFICER 275630 0 1119 0 0 0 0 0 6447 0 283196 0 0 0 STAN MILLER CFO 230112 0 1119 0 0 0 0 0 10660 0 241891 0 0 0 NAN HAVER FORMER CEO/PRESIDENT 0 0 0 0 224000 0 0 0 0 0 224000 0 200000 0 PAUL STRAKA DIRECTOR OF BUSINESS DEVEL 184702 0 1119 0 0 0 0 0 11770 0 197591 0 0 0 RACHEL BERNINI DIRECTOR OF PEOPLE OPERATI 183623 0 1119 0 0 0 0 0 6595 0 191337 0 0 0 JEFFREY BUFFINGTON DIRECTOR OF INFORMATION TE 167878 0 1119 0 0 0 0 0 17412 0 186409 0 0 0 NICHOLE LUCKOVICH DEPUTY DIRECTOR OF OPERATI 167086 0 1119 0 0 0 0 0 9772 0 177977 0 0 0 PART I, LINE 4B THE ORGANIZATION HAS A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE BENEFIT OF CERTAIN SELECT MANAGEMENT EMPLOYEES OF THE ORGANIZATION AS DESIGNATED BY THE BOARD OF DIRECTORS. THE ANNUAL CONTRIBUTION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON A PERCENTAGE OF BASE PAY AND YEARS OF SERVICE. NAN HAVER RECEIVED PAYMENT FROM THE DEFERRED COMPENSATION PLAN. MARY ANN KOWALONEK PARTICIPATES IN THE NONQUALIFIED DEFERRED COMPENSATION PLAN. FORM 990, PART V, LINE 1C THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 11B INDEPENDENT CPA FIRM PREPARES FORM 990 AND THEN REVIEWS IT WITH THE CEO/PRESIDENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD UPDATES THE CONFLICT OF INTEREST POLICY FORMS ANNUALLY. THE BOARD ALSO REVIEWS, ON AN INDIVIDUAL BASIS, EMPLOYEES CONFLICTS WHICH HAVE BEEN DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ENGAGES A HUMAN RESOURCES CONSULTING FIRM TO PROVIDE A REPORT. THIS REPORT IS PREPARED BASED ON RESEARCH DONE BY THE FIRM DURING WHICH THEY REVIEW THE SALARIES PAID TO MANAGERS AND EXECUTIVES IN SIMILAR NON-PROFIT AND GOVERNMENTAL ORGANIZATIONS FOR LIKE POSITIONS. THE REPORT IS SUMMARIZED IN THE FORM OF A SALARY SCALE. THIS SCALE IS UPDATED BY THE SELECTED CONTRACTOR AT LEAST EVERY THREE YEARS. THE BOARD MEETS WITH THE CONSULTANT TO REVIEW THE SCALE AND DISCUSS THE REPORT IN DETAIL. THE REPORT IS THEN SUBMITTED FOR A VOTE. UPON APPROVAL OF THE SCALE BY THE BOARD THE CEO IS EMPOWERED TO PLACE MANAGEMENT EMPLOYEES ANYWHERE ON THE SCALE BUT NEVER ABOVE THE CAP FOR EACH BAND. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR.