ACCESS INSTITUTE OF RESEARCH

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

JOYCE KATHERYN SEGAL

Phone

6504306243

Tax Period

2019-01-01 to 2019-12-31

ACCESS INSTITUTE OF RESEARCH, founded in 2009, is a small nonprofit that reported $250K in total revenue in fiscal year 2019. The organization ran a surplus of $237K, a strong 95% operating margin.

Mission

PROMOTE AND PROVIDE SOURCES AND INFORMATION ON RENEWABLE ENERGY SOURCES THROUGH EBOOKS, RESEARCH MATERIALS, EV TESTING OPTIONS, AND LECTURES

Program Service Accomplishments

Program 1

E-BOOK AND LECTURES MATERIAL FOR RENEWABLE ENERGY SOURCES

Program 2

Expenses: $19,100

DEVELOPED TESTING AND PUT BASIC OPERATIONAL STATUS FOR EV TESTING (ONGOING)

Program 3

Expenses: $1,000

LEGAL RESEARCH INTO GRANT DEVELOPMENT FOR EV ADVANCED CHARGING STATION

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $250,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,100

Other Expenses $12,953

TOTAL EXPENSES $12,953

Year-over-Year Comparison

	2019	2018	Change
Revenue	$250,000	N/A	N/A
Expenses	$12,953	N/A	N/A
Net Income	$237,047	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOYCE K SEGAL	DIRECTOR	100.00	Officer Director	$0	$0	$0
KIMBERLY COOPER	SECRETARY/TREASURER	10.00	Officer Director	$0	$0	$0
SANDY GOTTSCHOK	BOARD MEMBER	5.00	Officer 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
2019	$250,000	$12,953	$270,424	$237,047