ACCESS PHILANTHROPY CHARITIES (EIN 383777419) - 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

2008

Legal Domicile

Principal Officer

JANA SIMMONS

Phone

6129008861

Tax Period

2024-01-01 to 2024-12-31

ACCESS PHILANTHROPY CHARITIES, founded in 2008, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $307K, a strong 17% operating margin.

Mission

PROVIDES TECHNICAL ASSISTANCE TO CHARITABLE ORGANIZATIONS, PRIMARILY THROUGH FISCAL SPONSORSHIP. ALSO PROVIDES [THOSE CHARITABLE ORGANIZATIONS] LIMITED ASSISTANCE WITH FUNDRAISING, GRANT WRITING, PLANNING AND DEVELOPMENT.

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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 $1,825,403

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,825,403

Expense Breakdown

Grants Paid $1,438,150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,500,543

Other Expenses $80,233

TOTAL EXPENSES $1,518,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,825,403	$1,358,500	+0.3%
Expenses	$1,518,383	$1,433,916	+0.1%
Net Income	$307,020	$-75,416	-5.1%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANA SIMMONS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY ANNE WELCH	SECRETARY	2.00	Officer Director	$0	$0	$0
GREG LAIS	TREASURER	2.00	Officer Director	$0	$0	$0
DARRELL THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
PAT DALE	DIRECTOR	2.00	Director	$0	$0	$0
GAIL MORRISON	EXECUTIVE DIRECTOR	2.00	Officer	$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
2024	$1,825,403	$1,518,383	$358,648	$307,020
2023	$1,358,500	$1,433,916	$107,111	$-75,416
2022	$1,482,353	$1,541,022	$191,969	$-58,669
2021	$1,654,146	$1,529,637	$360,021	$124,509
2020	$1,390,413	$1,342,073	No data	$48,340
2019	$750,889	$740,700	$11,289	$10,189
2018	$514,193	$506,025	$25,101	$8,168

ACCESS PHILANTHROPY CHARITIES