ACCESS ACADEMIES (EIN 203443231) - 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

2005

Legal Domicile

Principal Officer

TOM WHEELAND

Phone

3148980430

Tax Period

2024-09-01 to 2025-08-31

ACCESS ACADEMIES, founded in 2005, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2024. Expenses of $2.1M left a modest 6% surplus.

Mission

TO PROPEL UNDERSERVED MIDDLE SCHOOL STUDENTS THROUGH HIGH SCHOOL AND ON TO COLLEGE AND CAREER SUCCESS

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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 $2,210,971

Program Service Revenue $0

Investment Income $50,933

Other Revenue $0

TOTAL REVENUE $2,261,904

Expense Breakdown

Grants Paid $863,792

Salaries & Benefits $643,323

Fundraising Expenses $231,644

Program Expenses $1,782,002

Other Expenses $620,279

TOTAL EXPENSES $2,127,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,261,904	$2,354,843	0.0%
Expenses	$2,127,394	$2,535,457	-0.2%
Net Income	$134,510	$-180,614	-1.7%

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

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

$133,419

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER J SCHMIDT	MEMBER	0.25	Director	$0	$0	$0
RICH THOMPSON	MEMBER	0.25	Director	$0	$0	$0
GUS GAST	DEVELOPMENT COMMITTEE CHAI	0.25	Director	$0	$0	$0
ROBERT J MATHIAS	EXECUTIVE COMMITTEE	0.25	Director	$0	$0	$0
RONNIE WEISS	MEMBER	0.25	Director	$0	$0	$0
BRIANNA TOBIAS	MARKETING COMMITTEE CHAIR	0.25	Director	$0	$0	$0
ANGELA CARR	MEMBER	0.25	Director	$0	$0	$0
DAN COLLART	MEMBER	0.25	Director	$0	$0	$0
PAT ERB	MEMBER	0.25	Director	$0	$0	$0
AVI GOLDFARB	MEMBER	0.25	Director	$0	$0	$0
NICOLE JOBE	MEMBER	0.25	Director	$0	$0	$0
JULIE LABONTE	MEMBER	0.25	Director	$0	$0	$0
MYRON MINNER	MEMBER	0.25	Director	$0	$0	$0
DR TIFFANY PATTON	MEMBER	0.25	Director	$0	$0	$0
MARIAN MEHAN	MEMBER	0.25	Director	$0	$0	$0
THOMAS WHEELAND	CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN DAY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHERYL PETTUS	TREASURER	1.00	Officer Director	$0	$0	$0
SHELLY WILLIAMS	PAST EXECUTIVE DIRECTOR	33.00	Officer	$133,419	$0	$133,419

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	$2,261,904	$2,127,394	$6,935,593	$134,510
2024	$2,354,843	$2,535,457	$6,641,810	$-180,614
2023	$2,283,557	$2,383,124	$6,615,713	$-99,567
2022	$3,694,695	$1,943,777	$6,715,871	$1,750,918
2021	$1,980,146	$1,942,303	$4,969,974	$37,843
2020	$2,325,743	$1,723,740	$4,980,643	$602,003
2018	$2,390,172	$1,422,752	$3,665,868	$967,420

ACCESS ACADEMIES