Form 990 for tax year 2023
Filed by PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION.
Totals
- Total revenue
- $1,496,538
- Total expenses
- $2,054,093
- Contributions and grants received
- $1,297,399
- Grants paid
- $0
- Program services expenses (Part IX)
- $1,778,729
- Management and general expenses
- $189,011
- Fundraising expenses
- $86,353
- Program service expenses (Part III)
- $1,778,729
Program services were 86.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
NANCY MURRAY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
DALE VERCHICK
VICE PRESIDENT, INTERIM SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
MITCH BILKER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
MELISSA ROONEY
SECRETARY THROUGH APRIL
- Total calculated
- $0
- Hours/week
- 2
-
DEREK BAKER ESQ
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
LISA BRYANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY W COOPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SYBILLE DAMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHERINE REIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KAY TYBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES W HORTON JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LISA M ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HEIDI E SHEEHAN CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BEN LAUDERMILCH
CHIEF EXECUTIVE OFFICER THROUGH JANUARY
- Total calculated
- $254,994
- From this org
- $238,183
- From related orgs
- $0
- Other
- $16,811
- Hours/week
- 32.5 + 5 related
Schedule J breakdown matched by us
- Base
- $238,183
- Bonus
- $0
- Other
- $0
- Deferred
- $7,781
- Nontaxable benefits
- $9,030
- Filer's total
- $254,994
-
EVAN DAVIS
INTERIM CO-CEO (FEB - AUG)
- Total calculated
- $0
- Hours/week
- 37.5
-
TRACY BECK
LENDING & OPERATIONS DIRECTOR, INTERIM CO-CEO
- Total calculated
- $143,334
- From this org
- $112,965
- From related orgs
- $0
- Other
- $30,369
- Hours/week
- 37.5
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 — 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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 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
The filer's explanations (Part III)
- PART I, LINE 3
- THE CHIEF EXECUTIVE OFFICER COMPLETES A SELF-EVALUATION TO REFLECT ON PERFORMANCE AND GOALS ESTABLISHED IN THE PREVIOUS REVIEW AND GOALS FOR THE COMING YEAR. THE SELF-EVALUATION IS FORWARDED TO THE BOARD ALONG WITH COMMENTS FROM BOARD MEMBERS ON ACCOMPLISHMENTS OF THE CEO. THE BOARD ESTABLISHES A PAY RANGE WHICH REFLECTS THE PAY FOR COMPARABLE POSITIONS IN THE MARKET OF THE FOUNDATION. THE BOARD WILL EVALUATE THE PAY RANGE AT LEAST ONCE EVERY THREE YEARS THROUGH OTHER NON-PROFIT COMPENSATION STUDIES OR A COMMISSIONED STUDY. THE BOARD PRESIDENT WILL MEET WITH THE CEO TO COMPLETE THE REVIEW, AGREE ON GOALS AND ADVISE THE CEO OF THE COMPENSATION DECISION.
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.
-
APPALACHIAN ASSISTIVE TECHNOLOGY LOAN FUND INC
501(C)(3) · FINANCING OPPORTUNITIES FOR INDIVDIUALS WITH DISABILITIES · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540699349300949
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