AXESS FAMILY SERVICES INC (EIN 341735884) - 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

1993

Legal Domicile

Principal Officer

MARK FRISONE

Phone

3302977027

Tax Period

2023-01-01 to 2023-12-31

AXESS FAMILY SERVICES INC, founded in 1993, is a mid-sized nonprofit in the Health Care sector that reported $24.8M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.5M, a strong 22% operating margin.

Mission

TO PROVIDE A QUALITY, AFFORDABLE, AND COMPASSIONATE HEALTH HOME FOR EVERY PATIENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,899,485

Program Service Revenue $17,598,409

Investment Income $342,802

Other Revenue $4,818

TOTAL REVENUE $24,845,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,287,095

Fundraising Expenses $0

Program Expenses $16,544,846

Other Expenses $9,098,151

TOTAL EXPENSES $19,385,246

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,845,514	$18,919,989	+0.3%
Expenses	$19,385,246	$14,944,377	+0.3%
Net Income	$5,460,268	$3,975,612	+0.4%

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

207

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

$1,115,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE CURRY	INTERIM PRESIDENT	1.00	Officer Director	$0	$0	$0
GRAHAM CURTIS	TREASURER	1.00	Officer Director	$0	$0	$0
ALAN BOWERS	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM CHILDERS	SECRETARY	1.00	Officer Director	$0	$0	$0
WILL KAISER	BOARD MEMBER	1.00	Director	$0	$0	$0
DR SARAH LANG	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH MANN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
RITA AGGARWAL	BOARD MEMBER	1.00	Director	$0	$0	$0
IESHA BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ROULA BRAIDY	BOARD MEMBER	1.00	Director	$0	$0	$0
DR EDWARD SCOTT	CHIEF MEDICAL OFFICER, MD	40.00	Officer	$310,533	$20,340	$330,873
DR KRISTIE L ENGLER-LYNAUGH	CHIEF DENTAL OFFICER	40.00	Officer	$180,088	$11,844	$191,932
CHRISTINE STATES MBA	CHIEF COMPLIANCE OFFICER	40.00	Officer	$149,370	$9,257	$158,627
MARK FRISONE	EXECUTIVE DIRECTOR	20.00	Officer	$96,735	$6,403	$103,138
GREG MUSCI	CFO	20.00	Officer	$69,966	$4,513	$74,479
SHILPA KAPOOR	DIR. OF ADVANCED DENTISTRY	40.00	Officer	$241,569	$14,437	$256,006
DR VIKIL K GIRDHAR	MD	40.00	Highest	$271,849	$3,942	$275,791
MICHELLE MORENO SCHMEISER	MD	40.00	Highest	$189,398	$7,521	$196,919
MELANIE BORTELL	MD	40.00	Highest	$277,940	$16,249	$294,189
KOYEJO OYERINDE	MD	40.00	Highest	$249,142	$16,835	$265,977
ANGELA DEJULIUS	MD	40.00	Highest	$193,528	$2,806	$196,334

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
2023	$24,845,514	$19,385,246	$29,412,513	$5,460,268
2022	$18,919,989	$14,944,377	$22,893,491	$3,975,612
2021	$18,832,393	$14,272,725	$17,131,238	$4,559,668
2020	$17,777,235	$15,812,493	$12,940,720	$1,964,742
2019	$16,954,947	$15,758,171	$8,774,020	$1,196,776
2018	$14,040,892	$14,019,455	$7,291,825	$21,437

AXESS FAMILY SERVICES INC