Access Independence Inc

EIN: 061175590 501(c)(3) Human Services

Stratford, CT

Total Revenue
$987,438
Total Expenses
$911,996
Total Assets
$679,792
Net Assets
$328,831
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
CT
Principal Officer
Charles M Conway
Phone
2033786977
Tax Period
2024-10-01 to 2025-09-30

Access Independence Inc, founded in 1986, is a small nonprofit in the Human Services sector that reported $987K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $912K left a modest 8% surplus.

Mission

Work with individuals with disabilities to enable them to live or work more independently in their communities and workplace. See Schedule O for a more detailed explanation of the Mission Statement.

Program Service Accomplishments

Program 1
Expenses: $588,743

Core Services During the fiscal year ending9/30/2025, Access Independence supported individuals with disabilities through various independent living services. These services included peer counseling...

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Core Services During the fiscal year ending9/30/2025, Access Independence supported individuals with disabilities through various independent living services. These services included peer counseling, independent living skills training, housing assistance, individual and systems advocacy, information and referral, assistive technology, durable medical equipment guidance, and transportation related referrals. All services were delivered with the goal of supporting individuals to live and work as independently as possible within their chosen communities.Throughout the fiscal year, a total of 287 new and ongoing individuals were served. Of those served, 40 individuals received assistive technology and prosthesis related counseling and referrals. Independent living and life skills training, peer counseling, education advocacy, personal care assistance referrals, and related supports were provided to 243 individuals. Vocational referrals, coaching, and transportation assistance and training were delivered to 51 individuals. CONTINUED ON SCHEDULE O.

Program 2
Expenses: $146,454

Money Follows the Person Through the Money Follows the Person Nursing Facility Transition program, individuals with disabilities were supported in pursuing their goal of transitioning from nursing...

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Money Follows the Person Through the Money Follows the Person Nursing Facility Transition program, individuals with disabilities were supported in pursuing their goal of transitioning from nursing facilities into the community. Access Independence worked closely with each consumer to identify, coordinate, and secure appropriate community-based services, resources, and supports necessary to facilitate a successful transition. Advocacy efforts were utilized when appropriate to support consumer choice and self-determination. During the fiscal year, 53 consumers were assisted through the nursing facility transition process, with 12 individuals successfully transitioning into community-based residences of their choice. Following transition, these individuals received six months of ongoing follow-up, including regular status checks, satisfaction surveys, and referrals for any needed adjustments to personal care or support plans.

Program 3
Expenses: $64,798

Through the ADRC MIPPA program, Access Independence provided a centralized point of access for individuals with disabilities and older adults seeking Aging and Disability Resource services. These...

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Through the ADRC MIPPA program, Access Independence provided a centralized point of access for individuals with disabilities and older adults seeking Aging and Disability Resource services. These services included benefits counseling, personal care assistance information, and related supports through collaboration with the Southwestern Connecticut Agency on Aging. During the fiscal year, more than five presentations were delivered statewide to educate professionals and community partners on ADRC services and available supports. In addition, outreach efforts included numerous phone calls and mailings to inform individuals about the Medicare Savings Program and other benefits available through ADRC MIPPA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $872,631
Program Service Revenue $95,406
Investment Income $19,401
Other Revenue $0
TOTAL REVENUE $987,438

Expense Breakdown

Grants Paid $0
Salaries & Benefits $668,676
Fundraising Expenses $6,842
Program Expenses $832,235
Other Expenses $243,320
TOTAL EXPENSES $911,996

Year-over-Year Comparison

2024 2023 Change
Revenue $987,438 $860,358 +0.1%
Expenses $911,996 $838,410 +0.1%
Net Income $75,442 $21,948 +2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
6
Employees
18
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
7
$0
Key Employees
2
$161,359
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Melissa Cullen-Carter Executive Director 037.50
Key Emp Highest
$83,092 $0 $83,092
Charles M Conway Past Executive Director 037.50
Key Emp Highest
$78,267 $0 $78,267
Joel Harss President 000.50
Officer Director
$0 $0 $0
Elliott Calderon Vice President 000.50
Officer Director
$0 $0 $0
Brendon Wendt Director 000.50
Director
$0 $0 $0
Bernie Richfield Secretary 002.00
Officer Director
$0 $0 $0
Jack Heslin Director 000.50
Director
$0 $0 $0
Carrie Bocian Director 000.50
Director
$0 $0 $0
Joe Zakowski Director 000.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $987,438 $911,996 $679,792 $75,442
2023 $756,596 $751,232 $429,916 $5,364
2022 $711,919 $673,350 $389,538 $38,569
2021 $743,422 $706,550 $310,183 $36,872
2020 $647,828 $637,169 $265,064 $10,659
2019 $480,986 $487,586 $199,575 $-6,600
2018 $469,632 $462,940 $199,255 $6,692
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