Access Independence Inc (EIN 061175590) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

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.

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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%)

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

$161,359

Highest Compensated

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

Access Independence Inc