2024-07-23T15:05:24-05:00 2023-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2023-01-01 520846389 AMERICAN NETWORK OF COMMUNITY OPTIONS AND RESOURCES AMER 7035357850 113 S WEST ST 400 ALEXANDRIA VA 22314 BARBARA MERRILL CHIEF EXECUTIVE OFFICER 7035357850 2024-07-23 1 BARBARA MERRILL 999009999 1 GLENN MILLER CPA P00086726 7035190990 2024-07-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z BARBARA MERRILL 113 S WEST ST 400 ALEXANDRIA VA 22314 5068821 0 X WWW.ANCOR.ORG X 1970 VA 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. 15 15 18 930 155226 102676 127135 45476 3833521 4487857 839237 140914 443470 394574 5243363 5068821 32127 7980 0 0 2313885 2637704 0 0 0 1834800 2244245 4180812 4889929 1062551 178892 5228101 6012079 1273531 1637420 3954570 4374659 X 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. 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 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 37 0 18 1 1 1 0 0 0 1 1 0 0 0 X 15 15 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 DIANE BEASTROM PRESIDENT 1.00 X X 0 0 0 LORI KRESS VICE PRESIDENT 1.00 X X 0 0 0 CHAD VONAHNEN SECRETARY/TREASURER 1.00 X X 0 0 0 HEIDI MANSIR PAST PRESIDENT 1.00 X X 0 0 0 JON FISHER DIRECTOR 1.00 X 0 0 0 KELLY JEPSON DIRECTOR 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 TONY THOMAS DIRECTOR 1.00 X 0 0 0 LINDA TIMMONS DIRECTOR 1.00 1.00 X 0 0 0 RITA WIERSMA DIRECTOR 1.00 1.00 X 0 0 0 ZACH WRAY DIRECTOR 1.00 X 0 0 0 KATHY CARMODY DIRECTOR (FROM 10/23) 1.00 X 0 0 0 CRAIG CLOUD DIRECTOR (FROM 10/23) 1.00 X 0 0 0 JENNIFER SAUNDERS DIRECTOR (THRU 10/23) 1.00 X 0 0 0 SHELLY CHANDLER DIRECTOR (THRU 10/23) 1.00 X 0 0 0 YADIRA HOLMES DIRECTOR (THRU 10/23) 1.00 X 0 0 0 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 39.00 1.00 X 384142 0 66140 GABRIELLE SEDOR CHIEF OPERATIONS OFFICER 35.00 5.00 X 194547 0 28175 CARRIE SHANNON MCCRACKEN VP, GOVERNMENT RELATIONS (THRU 8/23) 40.00 X 177485 0 20507 SEAN LUECHTEFELD VP, MEMBERSHIP & COMMUNICATIONS 40.00 X 160514 0 26230 CYNTHIA ALLEN DE RAMOS CHIEF FINANCIAL OFFICER 38.00 2.00 X 146752 0 26500 MARIANA NORK CHIEF CORP. ENGAGEMENT OFFICER (FROM 2/23) 39.00 1.00 X 138544 0 5466 DONNA MARTIN VP, STATE PARTNERSHIPS & INNOVATION 40.00 X 134335 0 8604 1336319 0 181622 9 0 1 0 ALFONSO GUIDA 440 FIRST ST NW STE 430 WASHINGTON DC 20001 LOBBYING SERVICES 137216 ADDED INNOVATION LLC 2131 W REPUBLIC SPRINGFIELD MO 65807 TECHNOLOGY 119722 BERLINROSEN LLC 15 MAIDEN LANE NEW YORK NY 10038 PUBLIC RELATIONS SERVICES 118500 3 45476 45476 MEMBERSHIP DUES 900099 3019056 3019056 CONFERENCES AND MEETINGS REVENUE 900099 1246778 1246778 ADVERTISING REVENUE 541800 89154 89154 AFFINITY PROGRAMS 900004 60372 60372 PUBLICATIONS 900099 52497 52497 20000 20000 4487857 140914 140914 388626 388626 5948 5700 248 5948 5068821 4338331 155226 529788 7980 673004 1566286 42359 207763 148292 12872 79243 137216 460615 1043 153202 529091 122090 146060 384854 80650 25399 DUES AND SUBSCRIPTIONS 63088 UNRELATED BUSINESS INCO 26412 OTHER TAXES AND FEES 3292 19118 4889929 542032 684155 68838 127101 141532 177518 98448 125483 1508604 49396 3732 1459208 4000316 3069670 1918 581 277022 289046 94263 79317 5228101 6012079 231998 285556 997233 1272798 44300 79066 1273531 1637420 X 3939485 4374659 15085 0 3954570 4374659 5228101 6012079 178892 241197 0 X 0 1 X 1 0 0 0 0 3019056 155365 155365 211334 -55969 411781 411781 1061119 15974 1045145 35704 33422 2282 1459208 DEFERRED COMPENSATION LIABILITY 75219 FINANCE LEASE LIABILITY 3847 79066 1 ANCOR FOUNDATION 113 S WEST ST STE 400 ALEXANDRIA VA 22314 541978656 501(C)(3) 5480 0 GENERAL SUPPORT 1 0 PART I, LINE 2: ANCOR SUPPORTS THE WORK OF ORGANIZATIONS TYPICALLY THROUGH UNRESTRICTED DONATIONS OR EVENT SPONSORSHIPS, WHICH ARE GENERALLY $5,000 OR LESS, WITH THE UNDERSTANDING ANY FUNDS NOT USED FOR THE EVENT WILL BE USED TO FURTHER THE ORGANIZATIONS MISSION. WHEN A DONATION IS MADE WITH RESTRICTIONS, ANCOR REQUESTS THE DONEE ORGANIZATION NOTIFY ANCOR WHEN RESTRICTIONS HAVE BEEN MET. BECAUSE ANCOR FOUNDATION IS STAFFED BY ANCOR EMPLOYEES, GRANTS ANCOR AWARDS TO ANCOR FOUNDATION ARE MONITORED BY ANCOR AS GRANT FUNDS ARE DISBURSED, WITH OVERSIGHT BY ANCOR'S OUTSIDE ACCOUNTING CONSULTANT. X X X X 0 0 0 BARBARA E MERRILL CHIEF EXECUTIVE OFFICER 339760 0 44382 0 0 0 54207 0 11933 0 450282 0 0 0 GABRIELLE SEDOR CHIEF OPERATIONS OFFICER 184619 0 9928 0 0 0 9727 0 18448 0 222722 0 0 0 CARRIE SHANNON MCCRACKEN VP, GOVERNMENT RELATIONS (THRU 8/23) 177485 0 0 0 0 0 5917 0 14590 0 197992 0 0 0 SEAN LUECHTEFELD VP, MEMBERSHIP & COMMUNICATIONS 148635 0 11879 0 0 0 8026 0 18204 0 186744 0 0 0 CYNTHIA ALLEN DE RAMOS CHIEF FINANCIAL OFFICER 134675 0 12077 0 0 0 7338 0 19162 0 173252 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 DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE AND THE FINANCE ASSISTANT 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. 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