ACCESS SERVICES INC (EIN 232003056) - 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

1976

Legal Domicile

Principal Officer

LISA AUERBACH

Phone

2155402150

Tax Period

2022-07-01 to 2023-06-30

ACCESS SERVICES INC, founded in 1976, is a mid-sized nonprofit that reported $47.1M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $45.4M left a modest 4% surplus.

Mission

PROVIDE SPECIALIZED SUPPORT THROUGH SERVICES THAT ALLOW CLIENTS TO LIVE FULFILLING LIVES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $13,703,621

Program Service Revenue $32,873,416

Investment Income $129,435

Other Revenue $371,057

TOTAL REVENUE $47,077,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,185,682

Fundraising Expenses $52,672

Program Expenses $40,595,088

Other Expenses $14,208,304

TOTAL EXPENSES $45,393,986

Year-over-Year Comparison

	2022	2021	Change
Revenue	$47,077,529	$41,473,449	+0.1%
Expenses	$45,393,986	$40,911,376	+0.1%
Net Income	$1,683,543	$562,073	+2.0%

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

810

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

$376,848

Total Directors

$210,680

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN STEEGE	PRESIDENT AND CEO	40.00	Officer Director	$180,090	$30,590	$210,680
PERCELL BERRY JR	CHAIRPERSON (EFF 6/20/23)	1.00	Officer Director	$0	$0	$0
VICTORIA C TADROS	CHAIRPERSON (THRU 6/20/23)	1.00	Officer Director	$0	$0	$0
KELVIN PITTMAN	VICE CHAIRPERSON (EFF 6/20/23)	1.00	Officer Director	$0	$0	$0
WAKAKI THOMPSON	VICE CHAIRPERSON (THRU 6/20/23)	1.00	Officer Director	$0	$0	$0
CYNTHIA BERGVALL	SECRETARY AND TREASURER	1.00	Officer Director	$0	$0	$0
TOM MIORELLI	BOARD MEMBER (EFF 1/17/23)	1.00	Director	$0	$0	$0
GEORGE ZAUFLIK	BOARD MEMBER (EFF 1/17/23)	1.00	Director	$0	$0	$0
SCOTT MCMULLAN	VICE PRESIDENT OF FINANCE	40.00	Officer	$129,935	$36,233	$166,168
LISA AUERBACH	CFO (EFF MAY 2023)	40.00	Officer	$0	$0	$0
TROY L BRINDLE	SENIOR VP AND COO (THRU 1/17/23)	40.00	Highest	$172,775	$5,284	$178,059
ANDREW WARD	VICE PRESIDENT OF HUMAN RESOURCES	40.00	Highest	$123,723	$24,280	$148,003
JANICE KNOWLTON	VICE PRESIDENT	40.00	Highest	$118,130	$20,887	$139,017
JESSICA FENCHEL	COO (EFF 1/12/23)	40.00	Highest	$114,096	$22,723	$136,819
ROB REID	FORMER PRESIDENT AND CEO	40.00		$174,446	$9,738	$184,184

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$47,077,529	$45,393,986	$21,075,680	$1,683,543
2022	$41,473,449	$40,911,376	$17,791,046	$562,073
2021	$38,792,629	$38,398,542	$16,199,759	$394,087
2020	$38,702,465	$37,875,202	$15,548,935	$827,263
2019	$39,272,342	$38,561,810	$13,804,205	$710,532
2018	$36,654,796	$35,594,510	$12,771,870	$1,060,286

ACCESS SERVICES INC