ACCESS CARROLL INC (EIN 202146701) - 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

2006

Legal Domicile

Principal Officer

THOMAS D WELLIVER

Phone

4108711478

Tax Period

2024-07-01 to 2025-06-30

ACCESS CARROLL INC, founded in 2006, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

TO CHAMPION HEALTH AND PROVIDE QUALITY, INTEGRATED HEALTH CARE SERVICES FOR LOW-INCOME RESIDENTS OF CARROLL COUNTY, MARYLAND.

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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 $1,597,959

Program Service Revenue $970,313

Investment Income $11

Other Revenue $0

TOTAL REVENUE $2,568,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,991,550

Fundraising Expenses $16,068

Program Expenses $2,484,317

Other Expenses $580,081

TOTAL EXPENSES $2,571,631

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,568,283	$2,980,680	-0.1%
Expenses	$2,571,631	$2,581,228	0.0%
Net Income	$-3,348	$399,452	-1.0%

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

109

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

$316,677

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY LAMBERTSON	NURSE PRACTI	40.00	Highest	$209,650	$0	$209,650
TAMMY BLACK	EXEC DIR-SEE	40.00	Officer	$153,307	$11,819	$165,126
JULIAN WOODS	DENTIST	40.00	Highest	$159,056	$0	$159,056
MELISSA ZAHN	EXEC DIR-SEE	40.00	Officer	$151,551	$0	$151,551
ESTHER AGAJELU	NURSE PRACTI	28.00	Highest	$104,721	$0	$104,721
CHRISTINE CAMBARERI	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN ELDRIDGE	TREASURER	2.00	Officer Director	$0	$0	$0
JOANN ELLINGHAUS-JONES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ZOA D BARNES ESQUIRE	SECRETARY	1.00	Officer Director	$0	$0	$0
DOROTHY L FOX	DIRECTOR	1.00	Director	$0	$0	$0
AMY JAGODA	DIRECTOR	1.00	Director	$0	$0	$0
EDWIN F SINGER LEHS	DIRECTOR	2.00	Director	$0	$0	$0
SHARON MCCLERNAN RN BSN MBA	DIRECTOR	3.00	Director	$0	$0	$0
MARK OLSZYK MD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WACK MD	DIRECTOR	2.00	Director	$0	$0	$0
FRANCES L ROCK	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS D WELLIVER	CHAIR	3.00	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
2025	$2,568,283	$2,571,631	$1,400,487	$-3,348
2024	No data	No data	No data	No data
2023	$2,270,456	$2,092,091	$1,369,284	$178,365
2022	$2,325,597	$2,284,060	$1,419,331	$41,537
2021	$2,299,835	$2,074,020	$97,081	$225,815

ACCESS CARROLL INC