ACCESS INSTITUTE OF RESEARCH

EIN: 201019541 501(c)(3)

FERNDALE, WA

Total Revenue
$250,000
Total Expenses
$12,953
Total Assets
$270,424
Net Assets
N/A
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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
2009
Legal Domicile
WA
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

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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 (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
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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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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