ACCESS TECHNOLOGIES INC

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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

1994

Legal Domicile

Principal Officer

JEFF HOWELL

Phone

5033611201

Tax Period

2023-10-01 to 2024-09-30

ACCESS TECHNOLOGIES INC, founded in 1994, is a small nonprofit in the Employment sector that reported $908K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $813K left a modest 11% surplus.

Mission

TO ASSIST PERSONS WITH DISABILITIES IN OREGON THROUGH SECURING AND EFFECTIVELY USING TECHNOLOGIES TO ASSIST THEM IN THEIR LIFE NEEDS.

Program Service Accomplishments

Program 1

Expenses: $707,899 Revenue: $154,540

ACCESS TECHNOLOGIES, INC. PARTNERS WITH GOVERNMENT, BUSINESS, EDUCATIONAL AND HEALTH SERVICE ORGANIZATIONS TO PROVIDE ON-SITE ERGONOMIC RISK ASSESSMENTS, ASSISTIVE TECHNOLOGY ASSESSMENTS AND...

ACCESS TECHNOLOGIES, INC. PARTNERS WITH GOVERNMENT, BUSINESS, EDUCATIONAL AND HEALTH SERVICE ORGANIZATIONS TO PROVIDE ON-SITE ERGONOMIC RISK ASSESSMENTS, ASSISTIVE TECHNOLOGY ASSESSMENTS AND INDIVIDUALIZED TECHNOLOGY TRAINING SERVICES DESIGNED TO ASSIST INDIVIDUALS WITH DISABILITIES IN REACHING THEIR EMPLOYMENT, EDUCATIONAL AND COMMUNITY LIVING GOALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $687,862

Program Service Revenue $104,064

Investment Income $65,501

Other Revenue $50,476

TOTAL REVENUE $907,903

Expense Breakdown

Grants Paid $0

Salaries & Benefits $516,037

Fundraising Expenses $0

Program Expenses $707,899

Other Expenses $296,509

TOTAL EXPENSES $812,546

Year-over-Year Comparison

	2023	2022	Change
Revenue	$907,903	$1,050,147	-0.1%
Expenses	$812,546	$936,590	-0.1%
Net Income	$95,357	$113,557	-0.2%

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

$100,919

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF HOWELL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SUSAN MCNAUGHT	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC WELLS	MEMBER	1.00	Director	$0	$0	$0
ROY GATHERCOAL	MEMBER	1.00	Director	$0	$0	$0
RICARDO MANSUR	MEMBER	1.00	Director	$0	$0	$0
GORDON BROUSE	MEMBER	1.00	Director	$0	$0	$0
LAURIE BROOKS	PRESIDENT/SECRETARY	40.00	Officer	$81,387	$19,532	$100,919

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
2024	$953,118	$877,403	$2,961,622	$75,715
2024	$907,903	$812,546	$2,967,975	$95,357
2023	$1,050,147	$936,590	$2,788,094	$113,557
2022	$1,009,207	$967,487	$1,813,266	$41,720
2021	$888,427	$740,022	$1,854,648	$148,405
2020	$727,557	$650,639	$1,639,017	$76,918
2019	$760,002	$611,783	$1,549,784	$148,219
2018	$723,555	$627,024	$1,391,867	$96,531