ACCESS FAMILY HEALTH SERVICES INC (EIN 640612902) - 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

1980

Legal Domicile

Principal Officer

MARILYN SUMERFORD

Phone

6626514686

Tax Period

2024-02-01 to 2025-01-31

ACCESS FAMILY HEALTH SERVICES INC, founded in 1980, is a mid-sized nonprofit in the Health Care sector that reported $16.0M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $15.3M left a modest 5% surplus.

Mission

THE MISSION OF ACCESS FAMILY HEALTH SERVICES, INC. IS TO PROVIDE AFFORDABLE, COMPREHENSIVE HEALTHCARE AND EDUCATION TO OUR COMMUNITIES WITH SUPERIOR SERVICES.

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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 $4,011,848

Program Service Revenue $11,631,694

Investment Income $392,804

Other Revenue $7,035

TOTAL REVENUE $16,043,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,753,759

Fundraising Expenses $0

Program Expenses $12,442,348

Other Expenses $6,555,306

TOTAL EXPENSES $15,309,065

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,043,381	$17,931,097	-0.1%
Expenses	$15,309,065	$14,011,788	+0.1%
Net Income	$734,316	$3,919,309	-0.8%

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

129

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

$308,211

Total Directors

Key Employees

$536,355

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MONROE	PHYSICIAN	40.00	Key Emp	$238,098	$31,404	$269,502
NEIL WANEE	PHYSICIAN	40.00	Highest	$245,584	$22,214	$267,798
KEVIN KOEHLER	PHYSICIAN	40.00	Key Emp	$231,551	$35,302	$266,853
ADAM GUNTHARP	PHYSICIAN	40.00	Highest	$212,053	$20,116	$232,169
JOBY COLLINS	DENTIST	40.00	Highest	$201,011	$27,214	$228,225
MARILYN SUMERFORD	EXECUTIVE DI	40.00	Officer	$154,016	$24,223	$178,239
DAVID SUMERFORD	NURSE PRACTI	40.00	Highest	$141,888	$15,747	$157,635
MICHELLE GEORGE	PHARMACY DIR	40.00	Highest	$129,407	$14,948	$144,355
DANA RAMEY	FINANCIAL DI	40.00	Officer	$115,843	$14,129	$129,972
JEANNIE BALL	MEMBER	1.00	Director	$0	$0	$0
ALAN BARNETT	SECRETARY	1.00	Officer Director	$0	$0	$0
PHILLIP BAULCH	MEMBER	1.00	Director	$0	$0	$0
IDA BRAND	MEMBER	1.00	Director	$0	$0	$0
RAY COUNCE	MEMBER	1.00	Director	$0	$0	$0
AUTUMN ELLIOT	MEMBER	1.00	Director	$0	$0	$0
SANDY EVANS	MEMBER	1.00	Director	$0	$0	$0
JERRY HALL	PAST CHAIR	1.00	Officer Director	$0	$0	$0
HOWARD HILL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
INITA MCMULLAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ALBERT RAYFORD	MEMBER	1.00	Director	$0	$0	$0
DAWN ROGERS	MEMBER	1.00	Director	$0	$0	$0
ANN SEALES	TREASURER	1.00	Officer Director	$0	$0	$0
BRAD STEVENS	MEMBER	1.00	Officer Director	$0	$0	$0
MARLON SUMMERFORD	MEMBER	1.00	Director	$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
2025	$16,043,381	$15,309,065	$20,710,039	$734,316
2024	$17,931,097	$14,011,788	$20,098,333	$3,919,309
2023	$13,289,600	$10,275,505	$15,547,202	$3,014,095
2022	$12,002,900	$9,862,557	$12,003,398	$2,140,343
2021	$11,648,960	$8,812,282	$10,524,746	$2,836,678
2020	$7,313,216	$7,030,145	$6,882,976	$283,071
2019	$6,096,634	$6,314,907	$6,571,663	$-218,273

ACCESS FAMILY HEALTH SERVICES INC