THE ACCESS FUND (EIN 943131165) - 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

1991

Legal Domicile

Principal Officer

SHELMA JUN

Phone

3035456772

Tax Period

2024-07-01 to 2025-06-30

THE ACCESS FUND, founded in 1991, is a community nonprofit in the Unknown sector that reported $3.5M in total revenue in fiscal year 2024. Expenses of $3.2M left a modest 10% surplus.

Mission

THE MISSION OF THE ACCESS FUND IS TO LEAD AND INSPIRE THE CLIMBING COMMUNITY TOWARD SUSTAINABLE ACCESS AND CONSERVATION OF THE CLIMBING ENVIRONMENT.

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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 $2,975,661

Program Service Revenue $240,496

Investment Income $174,018

Other Revenue $114,533

TOTAL REVENUE $3,504,708

Expense Breakdown

Grants Paid $76,882

Salaries & Benefits $1,818,834

Fundraising Expenses $648,713

Program Expenses $2,258,212

Other Expenses $1,271,304

TOTAL EXPENSES $3,167,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,504,708	$3,557,042	0.0%
Expenses	$3,167,020	$3,441,334	-0.1%
Net Income	$337,688	$115,708	+1.9%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

723

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

$300,935

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER THORNE	EXECUTIVE DI	40.00	Officer	$138,423	$6,796	$145,219
ERIK MURDOCK	INTERIM EXEC	40.00	Officer	$148,089	$7,627	$155,716
SHELMA JUN	PRESIDENT	1.00	Officer Director	$0	$0	$0
HILARY HARRIS	PRESIDENT EM	1.00	Officer Director	$0	$0	$0
KISHEN MANGAT	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JULIE REED	TREASURER	1.00	Officer Director	$0	$0	$0
DORY TRIMBLE	SECRETARY	1.00	Officer Director	$0	$0	$0
ROB PRICE	DIRECTOR	1.00	Director	$0	$0	$0
JOSH FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
BETHANY LEBEWITZ	DIRECTOR	1.00	Director	$0	$0	$0
ED SHAPIRO	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
TOM ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
SASHA DIGIULIAN	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS KRAUSS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN PINO	DIRECTOR	1.00	Director	$0	$0	$0
LUCHO RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE KO	DIRECTOR	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	$3,504,708	$3,167,020	$4,896,762	$337,688
2024	$3,557,042	$3,441,334	$4,601,075	$115,708
2023	$2,987,749	$3,891,537	$4,463,433	$-903,788
2022	$3,851,037	$3,664,679	$5,371,494	$186,358
2021	$4,240,273	$3,111,045	$5,236,547	$1,129,228
2020	$3,748,651	$3,156,951	$4,327,193	$591,700
2018	$3,344,909	$2,894,812	$3,205,387	$450,097

THE ACCESS FUND