ACCESS OPPORTUNITY

EIN: 465399558 501(c)(3) Human Services

BOULDER, CO

Total Revenue
$1,121,503
Total Expenses
$1,081,393
Total Assets
$2,866,900
Net Assets
$2,866,425
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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
2014
Legal Domicile
CO
Principal Officer
Yuri Shane
Phone
7205074050
Tax Period
2023-07-01 to 2024-06-30

ACCESS OPPORTUNITY, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $1.1M left a modest 4% surplus.

Mission

Create opportunities for high-potential students from low-income households to define their individual path through high school, college, and career.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,133,432
Program Service Revenue $0
Investment Income $81,509
Other Revenue $-93,438
TOTAL REVENUE $1,121,503

Expense Breakdown

Grants Paid $154,716
Salaries & Benefits $797,127
Fundraising Expenses $156,972
Program Expenses $817,466
Other Expenses $129,550
TOTAL EXPENSES $1,081,393

Year-over-Year Comparison

2023 2022 Change
Revenue $1,121,503 $1,304,616 -0.1%
Expenses $1,081,393 $1,018,923 +0.1%
Net Income $40,110 $285,693 -0.9%
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

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Governance

Voting Members
7
Independent Members
7
Employees
9
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
2
$244,304
Total Directors
7
$0
Key Employees
2
$244,304
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dave Adams Director 1.00
Director
$0 $0 $0
Shawn Barker Treasurer 1.00
Director
$0 $0 $0
Susie Hayes Board Chair 20.00
Director
$0 $0 $0
Tom Holman Director 1.00
Director
$0 $0 $0
Becky Morley Director 1.00
Director
$0 $0 $0
Georgia Montoya Director 1.00
Director
$0 $0 $0
Kathy Schultz Director 1.00
Director
$0 $0 $0
Natalee Benzing Co-Executive Director 50.00
Officer Key Emp Highest
$127,700 $0 $127,700
Yuri Shane Co-Executive Director 50.00
Officer Key Emp
$116,604 $0 $116,604
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 $1,121,503 $1,081,393 $2,866,900 $40,110
2023 $1,304,616 $1,018,923 $3,010,063 $285,693
2022 $1,473,406 $876,358 $2,811,883 $597,048
2021 $1,119,940 $597,799 $2,251,685 $522,141
2020 $846,229 $521,099 $1,659,726 $325,130
2019 $648,098 $484,956 $1,335,711 $163,142
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