Skip to content
Nonprofiteer
← ALLIES INC

Form 990 for tax year 2023

Filed by ALLIES INC.

Totals

Total revenue
$80,558,720
Total expenses
$77,804,246
Contributions and grants received
$912,012
Grants paid
$0
Program service revenue
$78,619,559
Investment income
$428,002
Other revenue
$599,147
Total assets, end of year
$64,198,232
Total liabilities, end of year
$11,941,502
Net assets or fund balances, end of year
$52,256,730
Program services expenses (Part IX)
$66,047,036
Management and general expenses
$11,757,210
Fundraising expenses
$0
Program service expenses (Part III)
$66,047,036

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $304,000

  • 1e · Government grants (contributions)

    $592,093

  • 1f · All other contributions, gifts and grants

    $15,919

  • 2a · Program service revenue: MEDICAID REVENUE

    total $73,242,212 · related or exempt $73,242,212

  • 2b · Program service revenue: CLIENT CONTRIBUTION TO CARE

    total $2,905,079 · related or exempt $2,905,079

  • 2c · Program service revenue: RENTAL INCOME

    total $1,804,487 · related or exempt $1,804,487

  • 2d · Program service revenue: PROGRAM REVENUE

    total $667,781 · related or exempt $667,781

  • 3 · Investment income

    total $272,518 · excluded $272,518

  • 7a · Gross sales of assets other than inventory

    securities $2,095,000 · other assets $100,700

  • 7b · Less cost or other basis and sales expenses

    securities $1,895,806 · other assets $144,410

  • 7c · Gain or loss

    securities $199,194 · other assets -$43,710

  • 7d · Net gain or loss

    total $155,484 · excluded $155,484

  • 11a · Other revenue: OTHER

    total $243,813 · related or exempt $243,813

  • 11b · Other revenue: INSURANCE REIMBURSEMENT

    total $197,936 · related or exempt $197,936

  • 11c · Other revenue: MANAGEMENT FEE

    total $101,405 · related or exempt $101,405

  • 11d · All other revenue

    total $55,993 · related or exempt $55,993

  • 11e · Other revenue, total

    $599,147

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $754,541 · management and general $754,541

  • 7 · Other salaries and wages

    total $51,669,240 · program services $45,672,478 · management and general $5,996,762

  • 8 · Pension plan contributions

    total $762,487 · program services $593,774 · management and general $168,713

  • 9 · Other employee benefits

    total $4,098,836 · program services $3,578,627 · management and general $520,209

  • 10 · Payroll taxes

    total $5,461,324 · program services $4,812,909 · management and general $648,415

  • 11b · Fees: legal

    total $216,604 · management and general $216,604

  • 11c · Fees: accounting

    total $145,777 · program services $119,800 · management and general $25,977

  • 11g · Fees: other

    total $1,933,133 · program services $653,967 · management and general $1,279,166

  • 12 · Advertising and promotion

    total $12,920 · management and general $12,920

  • 13 · Office expenses

    total $2,414,469 · program services $2,271,542 · management and general $142,927

  • 14 · Information technology

    total $514,792 · program services $193,144 · management and general $321,648

  • 16 · Occupancy

    total $1,672,964 · program services $1,481,745 · management and general $191,219

  • 17 · Travel

    total $1,171,323 · program services $1,073,101 · management and general $98,222

  • 19 · Conferences, conventions and meetings

    total $5,586 · management and general $5,586

  • 20 · Interest

    total $125,833 · program services $75,739 · management and general $50,094

  • 22 · Depreciation, depletion and amortization

    total $1,966,011 · program services $1,615,639 · management and general $350,372

  • 23 · Insurance

    total $3,530,190 · program services $3,136,242 · management and general $393,948

  • 24a · Other expenses: MAINTENANCE

    total $769,120 · program services $674,508 · management and general $94,612

  • 24b · Other expenses: MISCELLANOUS

    total $550,538 · program services $65,263 · management and general $485,275

  • 24c · Other expenses: BAD DEBT

    total $28,558 · program services $28,558

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $95,266 · end of year $89,516

  • 2 · Savings and temporary cash investments

    beginning of year $12,800,807 · end of year $18,213,624

  • 3 · Pledges and grants receivable

    beginning of year $325,434 · end of year $123,259

  • 4 · Accounts receivable

    beginning of year $3,237,607 · end of year $4,464,666

  • 9 · Prepaid expenses and deferred charges

    beginning of year $412,262 · end of year $295,256

  • 10a · Land, buildings and equipment: cost or other basis

    $31,137,204

  • 10b · Land, buildings and equipment: accumulated depreciation

    $13,043,361

  • 10c · Land, buildings and equipment, net

    beginning of year $18,291,476 · end of year $18,093,843

  • 11 · Investments: publicly traded securities

    beginning of year $4,058,254 · end of year $3,176,343

  • 14 · Intangible assets

    beginning of year $380,000 · end of year $380,000

  • 15 · Other assets

    beginning of year $10,089,345 · end of year $19,361,725

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,670,983 · end of year $6,498,203

  • 19 · Deferred revenue

    beginning of year $86,580 · end of year $98,295

  • 21 · Escrow or custodial account liability

    beginning of year $354,384 · end of year $269,689

  • 23 · Secured mortgages and notes payable

    beginning of year $2,545,708 · end of year $2,596,591

  • 25 · Other liabilities

    beginning of year $3,298,447 · end of year $2,478,724

  • 27 · Net assets without donor restrictions

    beginning of year $39,734,349 · end of year $51,952,730

  • 28 · Net assets with donor restrictions

    end of year $304,000

Mission and programs · 2023

Mission

ALLIES' PROGRESSIVE SERVICES FOSTER INDEPENDENCE FOR CHILDREN AND ADULTS WITH DIVERSE NEEDS BY BUILDING BRIDGES BETWEEN CHALLENGES AND OPPORTUNITY.

Activities or mission (Part I)

TO FOSTER INDEPENDENCE FOR CHILDREN AND ADULTS WITH DIVERSE NEEDS.

  • TO PROVIDE ASSISTANCE TO INDIVIDUALS WITH DISABILITIES TO LIVE AND WORK AS INDEPENDENTLY AS POSSIBLE, TO MAXIMIZE THE OPPORTUNITIES FOR A PERSON WITH DISABILITIES TO CONTRIBUTE TO THEIR COMMUNITY IN A MEANINGFUL WAY AND TO ADVOCATE FOR THEIR INCLUSION IN ALL ASPECTS OF THE COMMUNITY.

    Expenses $66,047,036 · Revenue $79,218,706

As filed on the 2023 return.

Listed in Part VII

  • Roy Leitstein

    TRUSTEE

    Total calculated
    $857,049
    From this org
    $0
    From related orgs
    $828,462
    Other
    $28,587
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $828,462 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $28,587 related
    Filer's total
    $0 + $857,049 related

  • Thomas Grant

    TRUSTEE

    Total calculated
    $632,033
    From this org
    $0
    From related orgs
    $599,164
    Other
    $32,869
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,164 related
    Bonus
    $0 + $120,000 related
    Other
    $0
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $19,669 related
    Filer's total
    $0 + $632,033 related

  • Michael Haggerty

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $438,288
    From this org
    $0
    From related orgs
    $408,812
    Other
    $29,476
    Hours/week
    48 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,562 related
    Bonus
    $0 + $81,250 related
    Other
    $0
    Deferred
    $0 + $13,169 related
    Nontaxable benefits
    $0 + $16,307 related
    Filer's total
    $0 + $438,288 related

  • George Richards

    VICE CHAIR

    Total calculated
    $372,142
    From this org
    $0
    From related orgs
    $352,554
    Other
    $19,588
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,054 related
    Bonus
    $0 + $67,500 related
    Other
    $0
    Deferred
    $0 + $10,995 related
    Nontaxable benefits
    $0 + $8,593 related
    Filer's total
    $0 + $372,142 related

  • Julia Pfister

    TRUSTEE

    Total calculated
    $341,441
    From this org
    $0
    From related orgs
    $329,205
    Other
    $12,236
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,205 related
    Bonus
    $0 + $65,000 related
    Other
    $0
    Deferred
    $0 + $10,603 related
    Nontaxable benefits
    $0 + $1,633 related
    Filer's total
    $0 + $341,441 related

  • Richard Manall

    CHIEF FINANCIAL OFFICER

    Total calculated
    $244,140
    From this org
    $218,568
    From related orgs
    $0
    Other
    $25,572
    Hours/week
    48 + 14 related

    Schedule J breakdown matched by us

    Base
    $188,568
    Bonus
    $30,000
    Other
    $0
    Deferred
    $8,969
    Nontaxable benefits
    $16,603
    Filer's total
    $244,140

  • Philip Monetti

    CHIEF OPERATING OFFICER

    Total calculated
    $238,260
    From this org
    $222,712
    From related orgs
    $0
    Other
    $15,548
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,712
    Bonus
    $30,000
    Other
    $0
    Deferred
    $8,969
    Nontaxable benefits
    $6,579
    Filer's total
    $238,260

  • Anita Bogdan

    SR VP OF HUMAN RESOURCES

    Total calculated
    $222,423
    From this org
    $212,723
    From related orgs
    $0
    Other
    $9,700
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $182,723
    Bonus
    $30,000
    Other
    $0
    Deferred
    $8,369
    Nontaxable benefits
    $1,331
    Filer's total
    $222,423

  • Dawn King

    VP INTEGRATED HEALTH SERVICES

    Total calculated
    $210,649
    From this org
    $198,348
    From related orgs
    $0
    Other
    $12,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,348
    Bonus
    $30,000
    Other
    $0
    Deferred
    $1,649
    Nontaxable benefits
    $10,652
    Filer's total
    $210,649

  • Anne Kriegner

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $210,037
    From this org
    $201,822
    From related orgs
    $0
    Other
    $8,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,822
    Bonus
    $30,000
    Other
    $0
    Deferred
    $7,269
    Nontaxable benefits
    $946
    Filer's total
    $210,037

  • Mark Metcalfe

    SR VP OF FLEET AND FACILITIES

    Total calculated
    $153,562
    From this org
    $146,386
    From related orgs
    $0
    Other
    $7,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,386
    Bonus
    $30,000
    Other
    $0
    Deferred
    $5,798
    Nontaxable benefits
    $1,378
    Filer's total
    $153,562

  • Carolyn Reichenback

    PRESIDENT/ BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Heather Fehn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Michael Selvaggi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Barry Sharer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WOODS COMMUNITY SERVICES LLC

    HEALTH SERVICES · PA

    Directly controlled by WOODS SERVICES

Provenance

Return type
form_990
Tax year
2023
Filed
22 January 2025
IRS schema version
2023v6.0
Source object
202500229349300040

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.