Access Inc (EIN 952422704) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

Kristie Buckley

Phone

8585600871

Tax Period

2023-07-01 to 2024-06-30

Access Inc, founded in 1967, is a community nonprofit in the Employment sector that reported $3.4M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.2M left a modest 5% surplus.

Mission

Provide education, social services, and job training to disadvantaged youth and adults.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,947,349

Program Service Revenue $428,606

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,375,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,517,610

Fundraising Expenses $0

Program Expenses $2,907,205

Other Expenses $693,205

TOTAL EXPENSES $3,210,815

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,375,955	$3,033,068	+0.1%
Expenses	$3,210,815	$2,919,494	+0.1%
Net Income	$165,140	$113,574	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

277

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

$198,906

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristie Buckley	President & CEO	40.00	Officer	$110,417	$0	$110,417
Rosemary Schmidt	CFO	40.00	Officer	$88,489	$0	$88,489
Janet Kaye	Chairman	2.00	Officer Director	$0	$0	$0
Sydney Roff	Secretary	2.00	Officer Director	$0	$0	$0
Veronica Jarque	Treasurer	2.00	Officer Director	$0	$0	$0
Tom Cunningham	Director	1.00	Director	$0	$0	$0
Christina Paredes Hepburn	Director	1.00	Director	$0	$0	$0
Patricia Alvarez de los Cobos	Director	1.00	Director	$0	$0	$0
Derrick Martine	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	No data	No data	No data	No data
2024	$3,375,955	$3,210,815	$1,735,186	$165,140
2023	$3,033,068	$2,919,494	$1,590,336	$113,574
2023	$3,037,153	$2,918,148	$1,451,520	$119,005
2022	$2,996,824	$2,846,772	$1,290,132	$150,052
2021	$2,921,344	$2,798,729	$906,588	$122,615
2020	$3,364,396	$3,042,784	$895,336	$321,612
2019	$3,300,667	$3,146,635	$555,276	$154,032

Access Inc