Form 990 for tax year 2023
Filed by AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES.
Totals
- Total revenue
- $5,068,821
- Total expenses
- $4,889,929
- Contributions and grants received
- $45,476
- Grants paid
- $7,980
- Program service revenue
- $4,487,857
- Investment income
- $140,914
- Other revenue
- $394,574
- Total assets, end of year
- $6,012,079
- Total liabilities, end of year
- $1,637,420
- Net assets or fund balances, end of year
- $4,374,659
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1f · All other contributions, gifts and grants
$45,476
-
2a · Program service revenue: MEMBERSHIP DUES
total $3,019,056 · related or exempt $3,019,056
-
2b · Program service revenue: CONFERENCES AND MEETINGS REVENUE
total $1,246,778 · related or exempt $1,246,778
-
2c · Program service revenue: ADVERTISING REVENUE
total $89,154 · unrelated business $89,154
-
2d · Program service revenue: AFFINITY PROGRAMS
total $60,372 · unrelated business $60,372
-
2e · Program service revenue: PUBLICATIONS
total $52,497 · related or exempt $52,497
-
2f · All other program service revenue
total $20,000 · related or exempt $20,000
-
3 · Investment income
total $140,914 · excluded $140,914
-
5 · Royalties
total $388,626 · excluded $388,626
-
11d · All other revenue
total $5,948 · unrelated business $5,700 · excluded $248
-
11e · Other revenue, total
$5,948
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,980
-
5 · Compensation of officers, directors and key employees
total $673,004
-
7 · Other salaries and wages
total $1,566,286
-
8 · Pension plan contributions
total $42,359
-
9 · Other employee benefits
total $207,763
-
10 · Payroll taxes
total $148,292
-
11b · Fees: legal
total $12,872
-
11c · Fees: accounting
total $79,243
-
11d · Fees: lobbying
total $137,216
-
11g · Fees: other
total $460,615
-
12 · Advertising and promotion
total $1,043
-
13 · Office expenses
total $153,202
-
14 · Information technology
total $529,091
-
16 · Occupancy
total $122,090
-
17 · Travel
total $146,060
-
19 · Conferences, conventions and meetings
total $384,854
-
22 · Depreciation, depletion and amortization
total $80,650
-
23 · Insurance
total $25,399
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $63,088
-
24b · Other expenses: UNRELATED BUSINESS INCO
total $26,412
-
24c · Other expenses: OTHER TAXES AND FEES
total $3,292
-
24e · All other expenses
total $19,118
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $542,032 · end of year $684,155
-
2 · Savings and temporary cash investments
beginning of year $68,838 · end of year $127,101
-
4 · Accounts receivable
beginning of year $141,532 · end of year $177,518
-
9 · Prepaid expenses and deferred charges
beginning of year $98,448 · end of year $125,483
-
10a · Land, buildings and equipment: cost or other basis
$1,508,604
-
10b · Land, buildings and equipment: accumulated depreciation
$49,396
-
10c · Land, buildings and equipment, net
beginning of year $3,732 · end of year $1,459,208
-
11 · Investments: publicly traded securities
beginning of year $4,000,316 · end of year $3,069,670
-
12 · Investments: other securities
beginning of year $1,918 · end of year $581
-
14 · Intangible assets
beginning of year $277,022 · end of year $289,046
-
15 · Other assets
beginning of year $94,263 · end of year $79,317
-
17 · Accounts payable and accrued expenses
beginning of year $231,998 · end of year $285,556
-
19 · Deferred revenue
beginning of year $997,233 · end of year $1,272,798
-
25 · Other liabilities
beginning of year $44,300 · end of year $79,066
-
27 · Net assets without donor restrictions
beginning of year $3,939,485 · end of year $4,374,659
-
28 · Net assets with donor restrictions
beginning of year $15,085 · end of year $0
Mission and programs · 2023
Mission
ANCOR'S MISSION IS TO ADVANCE THE ABILITY OF OUR MEMBERS TO SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO FULLY PARTICIPATE IN THEIR COMMUNITIES.
Activities or mission (Part I)
ANCOR'S MISSION IS TO ADVANCE THE ABILITY OF OUR MEMBERS IN SUPPORTING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO FULLY PARTICIPATE IN THEIR COMMUNITIES.
-
GOVERNMENT RELATIONS AND PUBLIC POLICY: ANCOR'S GOVERNMENT RELATIONS TEAM WORKS TO STRENGTHEN THE ABILITY OF DISABILITY PROVIDERS TO DELIVER HIGH-QUALITY SERVICES BY PROMOTING THE ADOPTION OF SENSIBLE PUBLIC POLICY AT THE FEDERAL LEVEL. TOGETHER WITH A MEMBER-DRIVEN GOVERNMENT RELATIONS COMMITTEE, THE GOVERNMENT RELATIONS TEAM BUILDS THE ASSOCIATION'S RELATIONSHIPS WITH CONGRESS, FEDERAL AGENCIES, THE WHITE HOUSE, AND OTHER NATIONAL POLICY ORGANIZATIONS. IN 2023, ANCOR'S GOVERNMENT RELATIONS FUNCTION WAS RESPONSIBLE FOR GUIDING ANCOR MEMBERS TO ADAPT TO THE END OF THE COVID-19 PUBLIC HEALTH EMERGENCY, ANALYZING AND MOBILIZING STAKEHOLDER ENGAGEMENT AROUND THE CENTERS FOR MEDICARE & MEDICAID SERVICES' PROPOSED ACCESS RULE, ANALYZING AND MOBILIZING STAKEHOLDER ENGAGEMENT AROUND THE U.S. DEPARTMENT OF LABOR'S PROPOSED OVERTIME RULE, AND MORE.
-
MEMBERSHIP SERVICES: ANCOR STAFF BUILDS MEMBERS' CAPACITY THROUGH PEER NETWORKING, TECHNICAL ASSISTANCE, VIRTUAL AND IN-PERSON TRAININGS, AND SPEAKING ENGAGEMENTS ON A RANGE OF TOPICS FROM NATIONAL INDUSTRY TRENDS TO REGULATORY ISSUES TO BUSINESS ACUMEN. MEMBERS CONTRIBUTE THEIR EXPERTISE AND DEVELOP THEIR LEADERSHIP CAPACITY BY SERVING ON BOARDS AND COMMITTEES THAT GOVERN THE ASSOCIATION. MEMBERS ALSO HAVE THE OPPORTUNITY TO SECURE DISCOUNTS ON KEY PRODUCTS AND SERVICES THROUGH ANCOR'S NATIONAL PARTNERS PROGRAM AND TO POST OR FIND EMPLOYMENT OPENINGS ON THE ANCOR JOB BOARD.
-
COMMUNICATIONS: IN 2023, ANCOR'S COMMUNICATIONS EFFORTS GREW THE ASSOCIATION IN TERMS OF SIZE AND STATURE, INCLUDING REACHING 2,100 ORGANIZATIONS THAT CALL THEMSELVES MEMBER OF THE ASSOCIATION. THE COMMUNICATIONS PROGRAM IS VITAL TO ENHANCING ANCOR'S VISIBILITY AND CREDIBILITY IN TRADITIONAL AND DIGITAL MEDIA, AND TO RAISING THE PROFILE OF KEY ISSUES FACING ANCOR MEMBERS, MOST NOTABLY THE DIRECT SUPPORT WORKFORCE CRISIS. THE COMMUNICATIONS PROGRAM ACCOMPLISHED THESE OBJECTIVES THROUGH DIGITAL MARKETING ON ANCOR'S WEBSITES AND SOCIAL MEDIA SITES, THROUGH EMAIL MARKETING, AND THROUGH A NUMBER OF MEMBER ENGAGEMENT VEHICLES, SUCH AS THE ANCOR CONNECTED COMMUNITY.
-
CONFERENCES: EACH YEAR, ANCOR HOSTS AN ANNUAL CONFERENCE AND AN ANNUAL POLICY SUMMIT & HILL DAY. THE 2023 ANNUAL CONFERENCE WAS THE FIRST IN THE ASSOCIATION'S HISTORY TO REACH SOLD-OUT STATUS, GARNERING 950+ PARTICIPANTS FROM ACROSS THE COUNTRY AT OUR APRIL GATHERING IN CHICAGO. THE ANNUAL CONFERENCE SHOWCASED BEST PRACTICES, PRODUCT INNOVATIONS AND MORE. THE 2023 POLICY SUMMIT & HILL DAY, HOSTED STEPS FROM CAPITOL HILL, ALSO REACHED SOLD-OUT STATUS. ABOUT 250 DISABILITY SERVICES PROFESSIONALS SPENT A DAY LEARNING ABOUT KEY FEDERAL POLICY DEVELOPMENTS BEFORE TAKING THEIR MESSAGE TO CAPITOL HILL FOR MORE THAN 200 ADVOCACY VISITS WITH MEMBERS OF CONGRESS AND THEIR STAFF.
-
PUBLICATIONS: ANCOR OFFERS ITS MEMBERS AND OTHER ADVOCATES A WIDE ARRAY OF PUBLICATIONS, BOTH IN THE FORM OF SIGNATURE RESEARCH AND RECURRING PERIODICALS. EACH WEEK, MEMBERS RECEIVE CAPITOL CORRESPONDENCE, A WEEKLY ROUNDUP OF INFORMATION ABOUT OUR FEDERAL POLICY PRIORITIES; STATESIDE REPORT, A WEEKLY DIGEST OF POLICY DEVELOPMENTS IN THE STATES; AND THE WEEKLY UPDATE, A ROUNDUP OF UPCOMING EVENTS, OPPORTUNITIES AND MORE. ON A MONTHLY BASIS, ANCOR RELEASES CONNECTIONS, A NEWSLETTER THAT INCLUDES CONTENT AUTHORED BY ANCOR STAFF, MEMBERS, AND PARTNERS. IN APRIL, ANCOR LAUNCHED A NEW BIMONTHLY NEWSLETTER, INDUSTRY INSIGHTS, WHICH OFFERS INFORMATION ABOUT INDUSTRY TRENDS RELATED TO MANAGED CARE, MERGERS AND ACQUISITIONS, AND MORE. ON THE RESEARCH FRONT, ANCOR PUBLISHED THE CASE FOR INCLUSION 2023 AND THE STATE OF AMERICA'S DIRECT SUPPORT WORKFORCE CRISIS 2023, BOTH OF WHICH EQUIP ADVOCATES WITH DATA AND STORIES THAT MAKE THE CASE FOR DEEPER INVESTMENTS IN COMMUNITY-BASED DISABILITY SERVICES. ANCOR ALSO PUBLISHED VALUE OVER VOLUME, A WHITE PAPER FOCUSED ON PAYMENT MODEL REFORMS IN COMMUNITY I/DD SERVICES. AND FOR THE FIRST TIME IN 2023, OFFERED A CEO COMPENSATION STUDY SPECIFIC TO THE I/DD FIELD.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Diane BeastromDIANE BEASTROM
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lori KressLORI KRESS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Chad VonahnenCHAD VONAHNEN
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Heidi MansirHEIDI MANSIR
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jon FisherJON FISHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly JepsonKELLY JEPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Josh RaelJOSH RAEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darlene ScottDARLENE SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barry SimonBARRY SIMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tony ThomasTONY THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda TimmonsLINDA TIMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rita WiersmaRITA WIERSMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Zach WrayZACH WRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy CarmodyKATHY CARMODY
DIRECTOR (FROM 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Craig CloudCRAIG CLOUD
DIRECTOR (FROM 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer SaundersJENNIFER SAUNDERS
DIRECTOR (THRU 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Shelly ChandlerSHELLY CHANDLER
DIRECTOR (THRU 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Yadira HolmesYADIRA HOLMES
DIRECTOR (THRU 10/23)
- Total calculated
- $0
- Hours/week
- 1
-
Barbara E MerrillBARBARA E MERRILL
CHIEF EXECUTIVE OFFICER
- Total calculated
- $450,282
- From this org
- $384,142
- From related orgs
- $0
- Other
- $66,140
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $339,760
- Bonus
- $44,382
- Other
- $0
- Deferred
- $54,207
- Nontaxable benefits
- $11,933
- Filer's total
- $450,282
-
Gabrielle SedorGABRIELLE SEDOR
CHIEF OPERATIONS OFFICER
- Total calculated
- $222,722
- From this org
- $194,547
- From related orgs
- $0
- Other
- $28,175
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $184,619
- Bonus
- $9,928
- Other
- $0
- Deferred
- $9,727
- Nontaxable benefits
- $18,448
- Filer's total
- $222,722
-
Carrie Shannon McCrackenCARRIE SHANNON MCCRACKEN
VP, GOVERNMENT RELATIONS (THRU 8/23)
- Total calculated
- $197,992
- From this org
- $177,485
- From related orgs
- $0
- Other
- $20,507
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,485
- Bonus
- $0
- Other
- $0
- Deferred
- $5,917
- Nontaxable benefits
- $14,590
- Filer's total
- $197,992
-
Sean LuechtefeldSEAN LUECHTEFELD
VP, MEMBERSHIP & COMMUNICATIONS
- Total calculated
- $186,744
- From this org
- $160,514
- From related orgs
- $0
- Other
- $26,230
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,635
- Bonus
- $11,879
- Other
- $0
- Deferred
- $8,026
- Nontaxable benefits
- $18,204
- Filer's total
- $186,744
-
Cynthia Allen De RamosCYNTHIA ALLEN DE RAMOS
CHIEF FINANCIAL OFFICER
- Total calculated
- $173,252
- From this org
- $146,752
- From related orgs
- $0
- Other
- $26,500
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $134,675
- Bonus
- $12,077
- Other
- $0
- Deferred
- $7,338
- Nontaxable benefits
- $19,162
- Filer's total
- $173,252
-
Mariana NorkMARIANA NORK
CHIEF CORP. ENGAGEMENT OFFICER (FROM 2/23)
- Total calculated
- $144,010
- From this org
- $138,544
- From related orgs
- $0
- Other
- $5,466
- Hours/week
- 39 + 1 related
-
Donna MartinDONNA MARTIN
VP, STATE PARTNERSHIPS & INNOVATION
- Total calculated
- $142,939
- From this org
- $134,335
- From related orgs
- $0
- Other
- $8,604
- Hours/week
- 40
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
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
-
$5,480
GENERAL SUPPORT
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.
-
501(C)(3) · TO SUPPORT THE MISSION OF ANCOR · VA · controlled entity
Directly controlled by AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442059349301409
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