ACCESS TO INDEPENDENCE INC (EIN 391240200) - 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

JASON BELOUNGY

Phone

6082428484

Tax Period

2024-01-01 to 2024-12-31

ACCESS TO INDEPENDENCE INC, founded in 1976, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $1.7M left a modest 5% surplus.

Mission

ACCESS TO INDEPENDENCE, INC. IS A NON-PROFIT, CONSUMER CONTROLLED INDEPENDENT LIVING CENTER (ILC) THAT PROVIDES AN ARRAY OF SERVICES TO PEOPLE OF ALL AGES WITH ALL TYPES OF DISABILITIES IN DANE, COLUMBIA, GREEN, AND DODGE COUNTIES IN SOUTH-CENTRAL WISCONSIN.

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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 $1,380,165

Program Service Revenue $380,098

Investment Income $586

Other Revenue $6,052

TOTAL REVENUE $1,766,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $859,340

Fundraising Expenses $31,393

Program Expenses $1,420,515

Other Expenses $826,252

TOTAL EXPENSES $1,685,592

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,766,901	$1,865,408	-0.1%
Expenses	$1,685,592	$1,940,420	-0.1%
Net Income	$81,309	$-75,012	-2.1%

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

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

$101,549

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FURMAN AVERY	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRYANT RAY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOEL GOUKER	SECRETARY	1.00	Officer Director	$0	$0	$0
GREG SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
MALACHY BISHOP	DIRECTOR	1.00	Director	$0	$0	$0
REBEKAH POLLOCK	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BARNES	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA FITZGERALD	DIRECTOR	1.00	Director	$0	$0	$0
SAM KATZ	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BEST	DIRECTOR	1.00	Director	$0	$0	$0
WENDY SCHILL-SIMYAB	DIRECTOR	1.00	Director	$0	$0	$0
WENDY WEILER	DIRECTOR	1.00	Director	$0	$0	$0
JASON BELOUNGY	EXECUTIVE DIR.	40.00	Officer	$72,014	$29,535	$101,549

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	$1,766,901	$1,685,592	$531,566	$81,309
2023	$1,865,408	$1,940,420	$396,094	$-75,012
2022	$1,296,822	$1,310,267	$458,728	$-13,445
2021	$1,338,472	$1,320,092	$321,765	$18,380
2020	$1,208,032	$1,201,281	$322,216	$6,751
2019	$1,149,937	$1,159,836	$276,772	$-9,899
2018	$1,043,061	$1,011,253	$264,420	$31,808

ACCESS TO INDEPENDENCE INC