Access Carroll INC FY2023 filing

Tax-deductible

Westminster, MD501(c)(3)Since 2006Health CareEIN 20-2146701

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To champion health and provide quality, integrated health care services for low-income residents of Carroll county, maryland.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$369K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $211K a year · 9% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$369K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1.1M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$26K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.3M
-2% vs prior year
Spent
$2.1M
To programs
96%
Net assets
$1.3M
By yearFY2021–FY2024
Revenue
$2.3M
FY2023▼ -2%
Revenue by fiscal year
FY2021$2.3M
FY2022$2.3M
FY2023$2.3M
FY2024$3.0M
FY2024$2.6M
Expenses
$2.1M
FY2023▼ -8%
Expenses by fiscal year
FY2021$2.1M
FY2022$2.3M
FY2023$2.1M
FY2024$2.6M
FY2024$2.6M
Net assets
$1.3M
FY2023▲ +1%
Net assets by fiscal year
FY2021$65K
FY2022$1.3M
FY2023$1.3M
FY2024$1.5M
FY2024$1.4M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $2.0M Management & general 3% · $66K Fundraising 1% · $14K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $369K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Chief Dentis
$134,053Pt VII · Sec A
Exec Dir-See
$130,642Pt VII · Sec A
Psychiatrist
$104,644Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Mary Lambertson’s $210K as Nurse Practi is at the 74th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
Joseph O'Leary——$104,644$274,997—
Mary Lambertson$209,650$142,833———
Tammy Black$153,307$174,520$130,642$133,207$122,038
Julian Woods$159,056————
Melissa Zahn$151,551————
Jasmine Gear——$134,053——
Helen Anokhin-Mogilnay—$113,200———
Esther Agajelu$104,721————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides integrated health care services for low-income residents.

Provided by the organization

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1 program service account for $2.0M of program spending, described in the organization's own filed words · FY2022.
01

Primary Health/Dental Care

Provide on-site MEDICAL/DENTAL care, medication and educational services on health-related matters. The organization served 9,801 individuals during the fiscal year. There were a total of 15,788 encounters during the fiscal year including 5,865 medical, 3,237 dental, and 6,686 behavioral health.

$2.0Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$1.1M

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.3M
Ln 12
Gifts and grantsLn 1h$1.4M
Fees for servicesLn 2g$872K
Investment incomeLn 3$20
Money outPt IX
$2.1M
Ln 25
Programscol B$2.0M
Managementcol C$66K
Fundraisingcol D$14K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$36K
Total assetsLn 16$1.4M
LiabilitiesLn 26$26K
PeoplePt VI, VII
14
listed · VII A
PaidVII A3
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Government grantsLn 1e$139K
Noncash giftsLn 1g$164K
Fundraising eventsLn 1c$34K
Fees for servicesLn 2g$872K
Investment incomeLn 3$20
Gains on assetsLn 7−$214
Total revenueLn 12$2.3M
Assets in detailPt X, end of year
SavingsLn 2$36K
Cash and savings togetherLn 1–2$36K
Land, buildings, equipmentLn 10c$1.3M
Total assetsLn 16$1.4M
LiabilitiesLn 26$26K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 553
VolunteersI 6109
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$27$36K
Land, buildings, equipmentLn 10c$1.4M$1.3M
Total assetsLn 16$1.4M$1.4M
LiabilitiesLn 26$91K$26K
Net assetsLn 32$1.3M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.5M$1.5M$16K$12K
Other employee benefitsLn 9$34K$33K$959
Payroll taxesLn 10$118K$116K$1K$975
Accounting feesLn 11c$12K$12K
Other fees for servicesLn 11g$12K$11K$300
Advertising and promotionLn 12$49$49
Office expensesLn 13$29K$17K$12K$626
Information technologyLn 14$70K$70K
OccupancyLn 16$11K$10K$1K
TravelLn 17$4K$4K
Conferences, conventions and meetingsLn 19$4K$60$4K
InterestLn 20$6K$5K$432$306
Depreciation, depletion and amortizationLn 22$70K$55K$15K
InsuranceLn 23$52K$52K$44
Other expenses (24a–d)Ln 24$160K$156K$3K
All other expensesLn 24e$2K$1K$264
Total functional expensesLn 25$2.1M$2.0M$66K$14K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $3.0M$2.6M$399K$1.5M 990 PDF
FY2023 Viewing $2.3M$2.1M$178K$1.3M 990 PDF
FY2022 $2.3M$2.3M$42K$1.3M 990 PDF
FY2021 $2.3M$2.1M$226K$65K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $2,270,456 across 10 lines filed
VIII-1c Fundraising events$34,036
VIII-1e Government grants$139,022
VIII-1f All other contributions, gifts and grants$1,226,617
VIII-1g Noncash contributions (included above)$163,679
VIII-1h Total contributions, gifts and grants$1,399,675
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $872,202$872,202
VIII-3 Investment incomeExcluded from tax $20$20
VIII-7 Net gain or loss on sales of assetsRelated to mission −$214−$214
VIII-8 Net income from fundraising eventsExcluded from tax −$1,227−$1,227
VIII-12 Total revenueRelated to mission $871,988 · Excluded from tax −$1,207$2,270,456
Part IX · Statement of functional expenses $2,092,091 across 16 lines filed
IX-7 Other salaries and wagesPrograms $1,481,323 · Management $15,500 · Fundraising $12,464$1,509,287
IX-9 Other employee benefitsPrograms $32,950 · Management $959$33,909
IX-10 Payroll taxesPrograms $116,265 · Management $1,206 · Fundraising $975$118,446
IX-11c Accounting feesManagement $12,044$12,044
IX-11g Other fees for servicesPrograms $11,458 · Management $300$11,758
IX-12 Advertising and promotionPrograms $49$49
IX-13 Office expensesPrograms $16,651 · Management $12,120 · Fundraising $626$29,397
IX-14 Information technologyPrograms $69,531$69,531
IX-16 OccupancyPrograms $10,184 · Management $1,132$11,316
IX-17 TravelPrograms $3,584$3,584
IX-19 Conferences, conventions and meetingsPrograms $60 · Management $3,645$3,705
IX-20 InterestPrograms $4,801 · Management $432 · Fundraising $306$5,539
IX-22 Depreciation, depletion and amortizationPrograms $54,535 · Management $15,070$69,605
IX-23 InsurancePrograms $52,374 · Management $44$52,418
IX-24 Other expenses (24a–d)Programs $156,443 · Management $3,303$159,746
IX-24e All other expensesPrograms $1,493 · Management $264$1,757
IX-25 Total functional expensesPrograms $2,011,701 · Management $66,019 · Fundraising $14,371$2,092,091
Part X · Balance sheet $1,369,284 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $27$35,655
X-10c Land, buildings and equipment, netStart of year $1,403,449$1,333,629
X-16 Total assetsStart of year $1,419,331$1,369,284
X-25 Other liabilitiesStart of year $20,910$26,177
X-26 Total liabilitiesStart of year $90,910$26,177
X-27 Net assets without donor restrictionsStart of year $1,328,421$1,343,107
X-32 Total net assets or fund balancesStart of year $1,328,421$1,343,107
X-33 Total liabilities and net assetsStart of year $1,419,331$1,369,284
Part XI · Reconciliation of net assets $1,343,107 net assets at year end
XI-1 Total revenue$2,270,456
XI-2 Total expenses$2,092,091
XI-3 Revenue less expenses$178,365
XI-4 Net assets at start of year$1,328,421
XI-9 Other changes in net assets−$163,679
XI-10 Net assets at end of year$1,343,107

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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