2026-07-20T14:14:26-05:00 2025-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2025-01-01 520846389 AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES AMER 7035357850 113 S WEST ST 400 ALEXANDRIA VA 22314 BARBARA MERRILL CHIEF EXECUTIVE OFFICER 7035357850 2026-07-20 1 ADAM KUCZYNSKI CPA P01560606 7035190990 2026-07-20 2025 2025-03-06 01:10:19Z BARBARA MERRILL 113 S WEST ST 400 ALEXANDRIA VA 22314 6283963 0 X ANCOR.ORG X 1970 VA ANCOR'S CORE PURPOSE IS TO ADVANCE THE FUTURE OF SUPPORTS AND SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.WE ARE AN ASSOCIATION OF COMMUNITY-BASED PROVIDERS RELENTLESSLY ADVOCATING FOR PERSON-CENTERED OUTCOMES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. AS THE TRUSTED CONDUIT OF RESOURCES FOR PROVIDERS, POLICYMAKERS AND THE PUBLIC, ANCOR ENHANCES PROVIDERS' ABILITY TO SUPPORT INDIVIDUALS WITH I/DD TO BE FULLY INCLUDED AND EMPOWERED IN THEIR COMMUNITIES. 16 16 20 977 192152 145687 55500 69766 4965997 5733308 141109 152201 463215 328688 5625821 6283963 25162 15498 0 0 2970795 3237700 0 0 0 2315339 2552250 5311296 5805448 314525 478515 6869648 7893445 1948993 2186333 4920655 5707112 X ANCOR'S CORE PURPOSE IS TO ADVANCE THE FUTURE OF SUPPORTS AND SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.WE ARE AN ASSOCIATION OF COMMUNITY-BASED PROVIDERS RELENTLESSLY ADVOCATING FOR PERSON-CENTERED OUTCOMES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. AS THE TRUSTED CONDUIT OF RESOURCES FOR PROVIDERS, POLICYMAKERS AND THE PUBLIC, ANCOR ENHANCES PROVIDERS' ABILITY TO SUPPORT INDIVIDUALS WITH I/DD TO BE FULLY INCLUDED AND EMPOWERED IN THEIR COMMUNITIES. 0 0 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 2025, ANCOR'S GOVERNMENT RELATIONS FUNCTION WAS INSTRUMENTAL IN MOBILIZING ANCOR MEMBERS TO ADVOCATE FOR THE PRESERVATION OF FEDERAL MEDICAID FUNDING. IN ADDITION TO ADVOCATING FOR LEGISLATION TO STRENGTHEN THE DIRECT SUPPORT WORKFORCE AND IMPROVE ACCESS TO SERVICES FOR PEOPLE WITH DISABILITIES, THE GOVERNMENT RELATIONS PROGRAM ALSO TRANSLATED NUMEROUS REGULATIONS, DEREGULATORY ACTIONS AND EXECUTIVE ORDERS TO ENSURE MEMBERS UNDERSTOOD WHAT THESE ACTIONS MEANT FOR I/DD SERVICES. 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 2025, ANCOR'S COMMUNICATIONS EFFORTS GREW THE ASSOCIATION IN TERMS OF SIZE AND STATURE, INCLUDING REACHING 2,600 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. ANCOR CONNECT '25, THE ASSOCIATION'S ANNUAL CONFERENCE, WAS HELD IN SAN DIEGO, CALIFORNIA, AND ATTRACTED NEARLY 1,300 PARTICIPANTS. ANCOR CONNECT SHOWCASES BEST PRACTICES, PRODUCT INNOVATIONS AND MORE. THE 2025 POLICY SUMMIT & HILL DAY, HOSTED STEPS FROM CAPITOL HILL, ALSO REACHED SOLD-OUT STATUS, ATTRACTING 300 DISABILITY SERVICES PROFESSIONALS WHO SPENT A DAY LEARNING ABOUT KEY FEDERAL POLICY DEVELOPMENTS BEFORE TAKING THEIR MESSAGE TO CAPITOL HILL FOR MORE THAN 260 ADVOCACY VISITS WITH MEMBERS OF CONGRESS AND THEIR STAFF. THE POLICY SUMMIT & HILL DAY ALSO MARKED THE OFFICIAL KICKOFF TO A NEW PROGRAM, THE DIRECT SUPPORT PROFESSIONAL AMBASSADOR PROGRAM, WHICH BUILDS THE CAPACITY OF DIRECT SUPPORT PROFESSIONALS TO SERVE AS SPOKESPEOPLE ON BEHALF OF THE WORKFORCE. 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; AND 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 2025 POLICY BLUEPRINT. ANCOR ALSO PUBLISHED THE STATE OF AMERICA'S DIRECT SUPPORT WORKFORCE CRISIS 2025. ANCOR ALSO PUBLISHED RECOGNIZING EXCELLENCE 2025, WHICH PROFILES THE 54 RECIPIENTS OF THE ASSOCIATION'S 2025 DSP OF THE YEAR AWARDS. 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 28 0 20 1 1 1 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X CYNTHIA ALLEN DE RAMOS 7035357850 113 S WEST ST STE 400 ALEXANDRIA VA 22314 LORI KRESS PRESIDENT 1.00 X X 0 0 0 CHAD VONAHNEN VICE PRESIDENT 1.00 X X 0 0 0 ZACH WRAY SECRETARY/TREASURER 1.00 X X 0 0 0 HEIDI MANSIR PAST PRESIDENT 1.00 X X 0 0 0 KELLY JEPSON DIRECTOR (THRU FEBRUARY) 1.00 X 0 0 0 JOSH RAEL DIRECTOR 1.00 X 0 0 0 DARLENE SCOTT DIRECTOR 1.00 X 0 0 0 BARRY SIMON DIRECTOR 1.00 X 0 0 0 LINDA TIMMONS DIRECTOR 1.00 X 0 0 0 RITA WIERSMA DIRECTOR 1.00 1.00 X 0 0 0 KATHY CARMODY DIRECTOR 1.00 X 0 0 0 ALLISON STARK DIRECTOR 1.00 X 0 0 0 ROBERT BUDD DIRECTOR 1.00 1.00 X 0 0 0 ERICA BUCHANAN DIRECTOR 1.00 1.00 X 0 0 0 MAGHAN BOWMAN DIRECTOR 1.00 X 0 0 0 CHUCK SWEEDER DIRECTOR 1.00 X 0 0 0 YADIRA HOLMES DIRECTOR 1.00 X 0 0 0 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 39.00 1.00 X 436097 0 67782 GABRIELLE SEDOR CHIEF OPERATING OFFICER 38.00 2.00 X 186067 0 31574 SEAN LUECHTEFELD VP MEMBERSHIP & COMMUNICATIONS 40.00 X 175972 0 29540 MARIANA NORK CHIEF CORP. ENGAGEMENT OFFICER 39.00 1.00 X 174700 0 12247 CYNTHIA ALLEN DE RAMOS CHIEF FINANCIAL OFFICER 37.00 3.00 X 169048 0 30352 DONNA MARTIN VP STATE PARTNERSHIPS & INNOVATION 40.00 X 157412 0 10962 LYDIA DAWSON VP GOVERNMENT RELATIONS 40.00 X 157270 0 28263 1456566 0 210720 12 0 1 0 BERLINROSEN LLC 195 BROADWAY 26TH FLOOR NEW YORK NY 10007 PUBLIC RELATIONS SERVICES 126500 INVARIANT LLC 740 15TH STREET NORTHWEST FLR 5 WASHINGTON DC 20005 LOBBYING SERVICES 122784 2 69766 69766 MEMBERSHIP DUES 900099 3574422 3574422 CONFERENCES AND MEETINGS REVENUE 900099 1889780 1889780 ADVERTISING REVENUE 541800 132524 132524 PUBLICATIONS 900099 67486 67486 AFFINITY PROGRAMS 900004 45096 45096 24000 24000 5733308 152201 152201 310904 310904 17784 14532 3252 17784 6283963 5555688 192152 466357 15498 721521 1996801 89330 240918 189130 6210 69550 122784 381159 8792 149098 588030 55735 121726 783709 131589 21850 DUES AND SUBSCRIPTIONS 72409 TAXES AND FEES 37513 2096 5805448 1103783 713308 83729 346440 132657 86631 317543 432216 1532861 86154 1505738 1446707 3437119 3893230 5712 659744 167141 146254 116226 168915 6869648 7893445 264466 375835 1568301 1641583 116226 168915 1948993 2186333 X 4920655 5707112 4920655 5707112 6869648 7893445 478515 307942 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3574422 186020 186020 357442 -171422 411781 411781 1067246 70390 996856 53834 15764 38070 1446707 MONEY MARKET FUNDS 409709 F CERTIFICATES OF DEPOSIT 250035 F 659744 DEFERRED COMPENSATION LIABILITY 168915 168915 X X X X 0 0 0 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 339834 0 72763 0 23500 0 55462 0 12320 0 503879 0 0 0 GABRIELLE SEDOR CHIEF OPERATING OFFICER 171149 0 14918 0 0 0 11947 0 19627 0 217641 0 0 0 SEAN LUECHTEFELD VP MEMBERSHIP & COMMUNICATIONS 162697 0 13275 0 0 0 10301 0 19239 0 205512 0 0 0 CYNTHIA ALLEN DE RAMOS CHIEF FINANCIAL OFFICER 155773 0 13275 0 0 0 9896 0 20456 0 199400 0 0 0 MARIANA NORK CHIEF CORP. ENGAGEMENT OFFICER 160554 0 14146 0 0 0 10228 0 2019 0 186947 0 0 0 LYDIA DAWSON VP GOVERNMENT RELATIONS 144087 0 13183 0 0 0 9208 0 19055 0 185533 0 0 0 DONNA MARTIN VP STATE PARTNERSHIPS & INNOVATION 144087 0 13325 0 0 0 9217 0 1745 0 168374 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANCOR OFFERS FOUR LEVELS OF MEMBERSHIP TO ACCOMMODATE DIFFERENT LEVELS OF INTERESTS AND AFFILIATIONS. FULL MEMBERSHIP IS FOR ANY PERSON, PARTNERSHIP, FIRM, ASSOCIATION, OR CORPORATION THAT PROVIDES OR COORDINATES SERVICES OR SUPPORTS FOR ONE OR MORE PEOPLE WITH DISABILITIES AND IS NOT OWNED AND OPERATED BY A PUBLIC ENTITY. ASSOCIATE MEMBERSHIP IS FOR PARENTS, STAFF, AND FRIENDS OF AGENCIES THAT ARE FULL MEMBERS OR ASSOCIATES OF ANCOR, CONSULTANTS, LAW FIRMS, SUPPLIERS, OR LICENSING/MONITORING ENTITIES RELATED TO BUT NOT PROVIDING SUPPORTS AND SERVICES TO PEOPLE WITH DISABILITIES OR TO PUBLIC AGENCIES PROVIDING SERVICES TO PEOPLE WITH DISABILITIES. AN ASSOCIATE IS ENTITLED TO ALL MEMBERSHIP BENEFITS EXCLUDING THE RIGHT TO VOTE OR HOLD OFFICE IN ANCOR. STATE ASSOCIATION MEMBERSHIP IS ENTITLED TO ALL ANCOR MEMBERSHIP BENEFITS AND RESOURCES, EXCLUDING THE RIGHT TO INDIVIDUALLY VOTE IN ELECTIONS. IN ADDITION, THE STATE ASSOCIATION EXECUTIVE OR DESIGNEE IS INVITED TO PARTICIPATE IN THE ANCOR STATE PROVIDER ASSOCIATION EXECUTIVE FORUM. THE STATE PROVIDER ASSOCIATION EXECUTIVES FORUM ELECTS ONE INDIVIDUAL TO SERVE AS ITS VOTING REPRESENTATIVE ON THE BOARD OF DIRECTORS. 100% STATE ASSOCIATION MEMBERSHIP PROVIDES AN OPPORTUNITY FOR ALL PROVIDER MEMBERS OF THAT STATE ASSOCIATION TO BECOME ANCOR MEMBERS WITH FULL MEMBERSHIP BENEFITS. FORM 990, PART VI, SECTION A, LINE 7A FULL MEMBERS HAVE THE RIGHT TO VOTE IN ANCOR ELECTIONS TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ASSOCIATION'S BYLAWS REQUIRE A TWO-THIRDS MAJORITY VOTE OF THE FULL MEMBERSHIP ACTUALLY PARTICIPATING IN THE VOTE PROVIDED THAT A QUORUM HAS BEEN ACHIEVED. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PROVIDED TO THE CHIEF FINANCIAL OFFICER. THE CHIEF FINANCIAL OFFICER AND THE SENIOR DIRECTOR OF FINANCE REVIEW THE RETURN FOR COMPLETENESS AND ACCURACY AND RECONCILE THE RETURN TO THE ASSOCIATION'S GENERAL LEDGER. THE RETURN IS THEN REVIEWED BY THE MEMBERS OF THE GOVERNING BODY AND THE CHIEF EXECUTIVE OFFICER WHO SIGNS THE RETURN UPON ACCEPTANCE. THE FINANCE COMMITTEE IS UPDATED ON THE STATUS OF THE FILING AND IS PROVIDED A COPY OF THE RETURN WHEN IT IS APPROVED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD, TRUSTEES AND THE CEO ANNUALLY DISCLOSE AND SIGN CONFLICT OF INTEREST STATEMENTS. IF A CONFLICT IS IDENTIFIED PRECAUTIONS ARE TAKEN TO HAVE THE INVOLVED PARTY RECUSE HIS/HER SELF FROM CONFLICTED DISCUSSIONS OR VOTES ON MATTERS CONCERNING THE AREA OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A A DESIGNATED COMMITTEE OF THE GOVERNING BODY DETERMINES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR POSITIONS. AN EMPLOYMENT AGREEMENT IS EXECUTED BETWEEN THE CHIEF EXECUTIVE OFFICER AND THE ASSOCIATION. THE CHIEF EXECUTIVE OFFICER DETERMINES THE SALARY FOR KEY EMPLOYEES AND THE OVERALL SALARIES OF THE ASSOCIATION ARE APPROVED AS PART OF THE BUDGET SETTING PROCESS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ANCOR PROVIDES ITS POLICY AND PROCEDURES MANUAL, POSITION STATEMENTS, CONFLICT OF INTEREST POLICY, AND THREE MOST RECENT FORM 990 FILINGS AND AUDITED FINANCIAL STATEMENTS ON THEIR WEBSITE. THERE ARE NO RESTRICTIONS ON THE ACCESSIBILITY OF THESE DOCUMENTS. ANCOR FOUNDATION INC 113 S WEST ST 400 ALEXANDRIA VA 22314 541978656 TO SUPPORT THE MISSION OF ANCOR VA 501(C)(3) LINE 12A, I AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0