ACCESS ENERGY COOPERATIVE

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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

1938

Legal Domicile

Principal Officer

KEVIN WHEELER

Phone

3193851577

Tax Period

2025-01-01 to 2025-12-31

ACCESS ENERGY COOPERATIVE, founded in 1938, is a mid-sized nonprofit that reported $43.9M in total revenue in fiscal year 2025. Expenses of $41.5M left a modest 5% surplus.

Mission

ACCESS ENERGY COOPERATIVE IS DEDICATED TO EXCEEDING MEMBERS' EXPECTATIONS FOR SAFE, RELIABLE, EFFICIENT SERVICE WHILE BEING A GOOD CITIZEN IN OUR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $41,510,120 Revenue: $40,380,248

DISTRIBUTION OF ELECTRICITY TO RURAL CUSTOMERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $43,436,279

Investment Income $485,905

Other Revenue $-16,035

TOTAL REVENUE $43,906,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,557,298

Fundraising Expenses $0

Program Expenses $41,510,120

Other Expenses $38,716,684

TOTAL EXPENSES $41,510,120

Year-over-Year Comparison

	2025	2024	Change
Revenue	$43,906,149	$41,357,604	+0.1%
Expenses	$41,510,120	$39,621,256	+0.0%
Net Income	$2,396,029	$1,736,348	+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

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

$755,660

Total Directors

$88,446

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY BARKER	DIRECTOR	4.30	Director	$6,165	$11	$6,176
WILLIAM BENJAMIN	TREASURER	4.80	Officer Director	$11,680	$16	$11,696
ROBERT BREAZEALE	DIRECTOR (START 08/25)	5.50	Director	$4,075	$5	$4,080
FRED HICKENBOTTOM	DIRECTOR (THRU 08/25)	4.80	Director	$5,105	$7	$5,112
DAVE HOLLINGSWORTH	VICE PRESIDENT	7.70	Officer Director	$9,430	$16	$9,446
MIKE HOLTKAMP	SECRETARY	6.90	Officer Director	$11,430	$16	$11,446
MARVIN LARSON	PRESIDENT	6.90	Officer Director	$12,680	$16	$12,696
MARVIN NEWTON	DIRECTOR	8.90	Director	$9,930	$11	$9,941
ROBERT SMITH	TREASURER (TRHU 08/25)	1.20	Officer Director	$1,825	$11	$1,836
LARRY WHITE	DIRECTOR	6.70	Director	$11,180	$7	$11,187
VIRGIL SYMMONDS	DIRECTOR (START 08/25)	5.80	Director	$4,825	$5	$4,830
KEVIN WHEELER	CEO	43.40	Officer	$245,670	$148,447	$394,117
TAMMY SNAVELY	CFO	46.00	Officer	$165,472	$148,951	$314,423
TYLER THEIN	DIRECTOR OF ENGINEERING	40.30	Highest	$153,086	$49,699	$202,785
DANIEL PHILLIPS	DIRECTOR OF OPERATIONS	42.90	Highest	$134,765	$109,877	$244,642
ANTHONY BROWN	DISTRICT FOREMAN	41.80	Highest	$122,083	$73,885	$195,968
RICHARD CLARK	JOURNEYMAN LINEMAN	44.40	Highest	$124,405	$40,130	$164,535
BEN SMITH	JOURNEYMAN LINEMAN	45.40	Highest	$126,587	$35,603	$162,190

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	$43,906,149	$41,510,120	$114,217,608	$2,396,029
2024	No data	No data	No data	No data
2023	$39,618,237	$37,555,154	$108,807,143	$2,063,083
2022	$37,852,074	$37,087,505	$104,520,997	$764,569
2021	$38,281,251	$36,198,177	$101,668,176	$2,083,074
2020	$38,237,813	$36,042,581	$100,047,722	$2,195,232
2019	$39,829,762	$36,122,630	$97,202,427	$3,707,132
2018	$41,044,287	$37,052,362	$92,928,030	$3,991,925