Accessia Health (EIN 541596178) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Phone

8047443813

Tax Period

2024-04-01 to 2025-03-31

PATIENT SERVICES INC, founded in 1989, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $71.7M in total revenue in fiscal year 2018. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $80.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

ACCESSIA HEALTH PROVIDES PROGRAMS AND SERVICES TO INDIVIDUALS OF ALL AGES WHO ARE LIVING WITH A RARE OR CHRONIC HEALTH CONDITION. (Continued on Schedule O)

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $34,244,223

Program Service Revenue $412,584

Investment Income $2,205,067

Other Revenue $744,001

TOTAL REVENUE $37,605,875

Expense Breakdown

Grants Paid $11,861,214

Salaries & Benefits $3,147,480

Fundraising Expenses $1,106,759

Program Expenses $14,961,371

Other Expenses $2,877,456

TOTAL EXPENSES $17,886,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,605,875	$29,752,502	+0.3%
Expenses	$17,886,150	$22,538,687	-0.2%
Net Income	$19,719,725	$7,213,815	+1.7%

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

$534,528

Total Directors

$60,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN LANDRY	SECRETARY	2.0	Officer Director	$10,000	$0	$10,000
MITCH MULA	BOARD CHAIR	5.0	Officer Director	$10,000	$0	$10,000
RUSSELL PHILLIPS JR	TREASURER	2.5	Officer Director	$10,000	$0	$10,000
BRIAN FINK	BOARD MEMBER	1.5	Director	$10,000	$0	$10,000
HOWARD LEE SMITH	BOARD MEMBER	2.0	Director	$10,000	$0	$10,000
LUD KIMBROUGH III	BOARD MEMBER	2.0	Director	$10,000	$0	$10,000
MICHAEL HOLDREN	EVP, Information Technology	40.0	Officer	$191,499	$7,635	$199,134
TIARA GREEN	PRESIDENT (Promotion)	40.0	Officer	$293,006	$12,388	$305,394
ANNA BROWN	VP, MARKETING & COMMUNICATIONS	40.0	Highest	$124,798	$1,862	$126,660
DAVID GRIFFITHS	VP, DEVELOPMENT	40.0	Highest	$151,448	$45,592	$197,040
JENNIFER NOONAN	VP, CLINICAL STRATEGY AND PATIENT ENGAGEMENT	40.0	Highest	$123,309	$8,225	$131,534
LAMONT BROWN	EVP, FINANCE & ADMINISTRATION	40.0	Highest	$171,775	$46,545	$218,320
MARK BONAFE	SENIOR SOFTWARE ENGINEER	40.0	Highest	$140,191	$5,583	$145,774

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	$37,605,875	$17,886,150	$119,073,558	$19,719,725
2024	$29,752,502	$22,538,687	$97,949,298	$7,213,815
2023	$15,835,936	$9,796,947	$89,329,097	$6,038,989
2022	$46,777,708	$44,590,197	$83,031,516	$2,187,511
2021	$32,919,097	$51,092,009	$82,183,430	$-18,172,912
2020	$50,195,259	$61,309,463	$99,628,989	$-11,114,204
2020	$49,772,823	$61,309,463	$99,628,989	$-11,536,640
2019	$70,428,541	$64,059,855	$113,270,627	$6,368,686
2019	$69,559,267	$64,059,855	$113,270,627	$5,499,412
2018	$71,729,547	$80,438,766	$109,955,141	$-8,709,219

Accessia Health