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Nonprofiteer
← ALLIES INC

Form 990 for tax year 2022

Filed by ALLIES INC.

Totals

Total revenue
$69,960,669
Total expenses
$68,305,270
Contributions and grants received
$3,101,244
Grants paid
$0
Program service revenue
$66,203,810
Investment income
$231,487
Other revenue
$424,128
Total assets, end of year
$49,690,451
Total liabilities, end of year
$9,956,102
Net assets or fund balances, end of year
$39,734,349
Program services expenses (Part IX)
$57,665,021
Management and general expenses
$10,640,249
Fundraising expenses
$0
Program service expenses (Part III)
$57,665,021

Program services were 84.4% 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.

  • 1e · Government grants (contributions)

    $3,087,159

  • 1f · All other contributions, gifts and grants

    $14,085

  • 2a · Program service revenue: MEDICAID REVENUE

    total $61,644,533 · related or exempt $61,644,533

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

    total $2,814,947 · related or exempt $2,814,947

  • 2c · Program service revenue: RENTAL INCOME

    total $1,699,210 · related or exempt $1,699,210

  • 2d · Program service revenue: PROGRAM REVENUE

    total $45,120 · related or exempt $45,120

  • 3 · Investment income

    total $176,681 · excluded $176,681

  • 7a · Gross sales of assets other than inventory

    securities $1,010,000 · other assets $14,822

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

    securities $970,016 · other assets $0

  • 7c · Gain or loss

    securities $39,984 · other assets $14,822

  • 7d · Net gain or loss

    total $54,806 · excluded $54,806

  • 11a · Other revenue: OTHER

    total $182,303 · related or exempt $182,303

  • 11b · Other revenue: MANAGEMENT FEES

    total $95,239 · related or exempt $95,239

  • 11c · Other revenue: INSURANCE REIMBURSEMENT

    total $90,376 · related or exempt $90,376

  • 11d · All other revenue

    total $56,210 · related or exempt $56,210

  • 11e · Other revenue, total

    $424,128

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $679,461 · management and general $679,461

  • 7 · Other salaries and wages

    total $46,278,587 · program services $40,114,558 · management and general $6,164,029

  • 8 · Pension plan contributions

    total $670,839 · program services $528,485 · management and general $142,354

  • 9 · Other employee benefits

    total $2,881,877 · program services $2,544,824 · management and general $337,053

  • 10 · Payroll taxes

    total $3,531,393 · program services $3,333,260 · management and general $198,133

  • 11b · Fees: legal

    total $149,289 · program services $1,992 · management and general $147,297

  • 11c · Fees: accounting

    total $112,944 · program services $112,944

  • 11g · Fees: other

    total $1,772,668 · program services $658,141 · management and general $1,114,527

  • 12 · Advertising and promotion

    total $5,780 · management and general $5,780

  • 13 · Office expenses

    total $2,384,718 · program services $2,123,593 · management and general $261,125

  • 14 · Information technology

    total $112,433 · program services $32,481 · management and general $79,952

  • 16 · Occupancy

    total $1,614,457 · program services $1,427,135 · management and general $187,322

  • 17 · Travel

    total $1,082,199 · program services $932,348 · management and general $149,851

  • 19 · Conferences, conventions and meetings

    total $4,870 · management and general $4,870

  • 20 · Interest

    total $126,910 · program services $61,906 · management and general $65,004

  • 22 · Depreciation, depletion and amortization

    total $2,068,049 · program services $1,769,366 · management and general $298,683

  • 23 · Insurance

    total $3,350,731 · program services $2,944,570 · management and general $406,161

  • 24a · Other expenses: MAINTENANCE

    total $862,112 · program services $760,041 · management and general $102,071

  • 24b · Other expenses: MISCELLANOUS

    total $583,953 · program services $287,377 · management and general $296,576

  • 24c · Other expenses: BAD DEBT

    total $32,000 · program services $32,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $90,120 · end of year $95,266

  • 2 · Savings and temporary cash investments

    beginning of year $16,889,413 · end of year $12,800,807

  • 3 · Pledges and grants receivable

    beginning of year $229,817 · end of year $325,434

  • 4 · Accounts receivable

    beginning of year $4,388,422 · end of year $3,237,607

  • 9 · Prepaid expenses and deferred charges

    beginning of year $365,806 · end of year $412,262

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

    $29,972,033

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

    $11,680,557

  • 10c · Land, buildings and equipment, net

    beginning of year $17,216,105 · end of year $18,291,476

  • 11 · Investments: publicly traded securities

    end of year $4,058,254

  • 14 · Intangible assets

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

  • 15 · Other assets

    beginning of year $10,855,493 · end of year $10,089,345

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,070,685 · end of year $3,670,983

  • 19 · Deferred revenue

    beginning of year $422,719 · end of year $86,580

  • 21 · Escrow or custodial account liability

    beginning of year $372,684 · end of year $354,384

  • 23 · Secured mortgages and notes payable

    beginning of year $3,385,207 · end of year $2,545,708

  • 25 · Other liabilities

    beginning of year $4,103,409 · end of year $3,298,447

  • 27 · Net assets without donor restrictions

    beginning of year $38,060,472 · end of year $39,734,349

Mission and programs · 2022

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 $57,665,021 · Revenue $66,627,938

As filed on the 2022 return.

Listed in Part VII

  • Roy Leitstein

    TRUSTEE

    Total calculated
    $818,794
    From this org
    $0
    From related orgs
    $788,692
    Other
    $30,102
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $611,592 related
    Bonus
    $0 + $177,100 related
    Other
    $0
    Deferred
    $0 + $2,627 related
    Nontaxable benefits
    $0 + $27,475 related
    Filer's total
    $0 + $818,794 related

  • Thomas W Grant

    TRUSTEE

    Total calculated
    $532,589
    From this org
    $0
    From related orgs
    $502,131
    Other
    $30,458
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,131 related
    Bonus
    $0 + $135,000 related
    Other
    $0
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $18,258 related
    Filer's total
    $0 + $532,589 related

  • Michael Haggerty

    PRESIDENT/CEO

    Total calculated
    $428,716
    From this org
    $0
    From related orgs
    $384,846
    Other
    $43,870
    Hours/week
    48 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,846 related
    Bonus
    $0 + $75,000 related
    Other
    $0
    Deferred
    $0 + $28,642 related
    Nontaxable benefits
    $0 + $15,228 related
    Filer's total
    $0 + $428,716 related

  • George Richards

    TRUSTEE

    Total calculated
    $338,689
    From this org
    $0
    From related orgs
    $321,398
    Other
    $17,291
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,898 related
    Bonus
    $0 + $62,500 related
    Other
    $0
    Deferred
    $0 + $9,705 related
    Nontaxable benefits
    $0 + $7,586 related
    Filer's total
    $0 + $338,689 related

  • Julia Pfister

    TRUSTEE

    Total calculated
    $330,587
    From this org
    $0
    From related orgs
    $308,294
    Other
    $22,293
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,294 related
    Bonus
    $0 + $60,000 related
    Other
    $0
    Deferred
    $0 + $20,931 related
    Nontaxable benefits
    $0 + $1,362 related
    Filer's total
    $0 + $330,587 related

  • Richard Manall

    CHIEF FINANCIAL OFFICER

    Total calculated
    $222,221
    From this org
    $204,977
    From related orgs
    $0
    Other
    $17,244
    Hours/week
    48 + 14 related

    Schedule J breakdown matched by us

    Base
    $169,977
    Bonus
    $35,000
    Other
    $0
    Deferred
    $8,400
    Nontaxable benefits
    $8,844
    Filer's total
    $222,221

  • Philip Monetti

    CHIEF OPERATING OFFICER

    Total calculated
    $219,335
    From this org
    $209,448
    From related orgs
    $0
    Other
    $9,887
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,448
    Bonus
    $35,000
    Other
    $0
    Deferred
    $8,400
    Nontaxable benefits
    $1,487
    Filer's total
    $219,335

  • Anita Bogdan

    SENIOR VICE PRESIDENT

    Total calculated
    $206,353
    From this org
    $197,066
    From related orgs
    $0
    Other
    $9,287
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $162,066
    Bonus
    $35,000
    Other
    $0
    Deferred
    $7,800
    Nontaxable benefits
    $1,487
    Filer's total
    $206,353

  • Anne Kriegner

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $190,389
    From this org
    $187,764
    From related orgs
    $0
    Other
    $2,625
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $152,764
    Bonus
    $35,000
    Other
    $0
    Deferred
    $1,615
    Nontaxable benefits
    $1,010
    Filer's total
    $190,389

  • Mark Metcalfe

    SENIOR VICE PRESIDENT

    Total calculated
    $137,790
    From this org
    $131,109
    From related orgs
    $0
    Other
    $6,681
    Hours/week
    38 + 2 related

  • Heather M Fehn

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Carolyn Reichenbach

    VICE CHAIR

    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
  • 4a · Severance or change-of-control payment

Answered no

  • 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
2022
Filed
5 April 2024
IRS schema version
2022v5.0
Source object
202410969349301346

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