Access Independence INC EIN 54-1298772

Access Independence INC

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Empowers people with disabilities in Virginia to live independently through enhanced quality of life services. For fiscal year 2025 it reported $994K in revenue, $955K in expenses, and $962K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Winchester, VA
Website
www.accessindependence.org
Filings
6 on file (2020–2025)
Revenue
$994KFY2025
Expenses
$955K
Net assets
$962K
People
11
Filings
6
Updates
0
More identity details & actions ⌄
EIN  54-1298772 Public charity (501(c)(3)) Winchester, VA
Form 990 (PDF)
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Size
$100K–1M
What they do
Empowers people with disabilities in Virginia to live independently through enhanced quality of life services.
Leadership
Will Lawrence · Director
Money in and out
$994K revenue, $955K expenses
Bottom line
68% program efficiency
Where the money goes · FY2025
Total revenue
$994K
Pt VIII · Ln 12
Total expenses
$955K
Pt IX · Ln 25
Net assets
$962K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $40K
Where spending went · Part IX cols B–D
Program services $0.68 Management & general $0.31 Fundraising $0.01
Program efficiency
68%
of spending reaches programs▼ -9% vs prior filing year
Operating runway
12.1mo
months of highly liquid reserves at operating expense rate▼ -2% vs prior filing year
Surplus margin
+4%
revenue over expenses, this year▼ -36% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$994K
FY2025▲ +11%
Expenses
$955K
FY2025▲ +14%
Total assets
$2.1M
FY2025▲ +9%
Total liabilities
$1.2M
FY2025▲ +10%
Total revenue
$994K
Pt VIII · Ln 12
Total expenses
$955K
Pt IX · Ln 25
Net assets
$962K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$40K
Total assetsPt X · Ln 16$2.1M
Program-expense ratioPt IX · col B68%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411
Mission & Programs · Part III

Where the work happens

2 program services account for $653K of program spending, described in the organization's own filed words · FY2024.
01

Access Independence provided direct services to 691 consumers during the year. These services included information and referral, peer monitoring, independent living skills training, transition assistance, and advocacy.

$359Kprogram expense
02

Access Independences outreach efforts include community education, training, and technical support, empowering people with disabilities and their families to become better advocates for independent living. Access Independence also provides an array of services to businesses, other community organizations, and government entities.

$294Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAccess Independence INC
EINHdr · item D54-1298772
Principal addressHdr · item CWinchester, VA
WebsiteHdr · item Jwww.accessindependence.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MVA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFSep 1986

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2021FY2020
Karen Harris$47,507
Donald K Price$16,723$45,970
Charles Harbaugh IV$7,875

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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Statement of Revenue

Part VIII
Contributions & grants$716K · 72%
Program service revenue$244K · 24%
Investment income$33K · 3%
Contributions & grants72%$716K
Program service revenue24%$244K
Investment income3%$33K
Other revenue$2K
— government grantsLn 1e$651K
Total revenueLn 12$994K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.68 Management & general $0.31 Fundraising $0.01
Program services68%$653K
Management & general31%$293K
Fundraising1%$9K
Total functional expensesLn 25$955K

Balance Sheet

Part X · end of year
CashLn 1$401K
Total assetsLn 16$2.1M
Total liabilitiesLn 26$1.2M
Total net assetsLn 32$962K
Months of cash on handcomputed5.0

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $964K · Operating expenses/yr $955K
12.1 months
Where the money goes
Program services
Program services $653K · Total expenses $955K
68%
Management & General
Management & general $293K · Total expenses $955K
31%
Fundraising
Fundraising $9K · Total expenses $955K
0.9%
Cost to raise $1
Fundraising expense (3-yr avg) $6K · Solicited contributions (3-yr avg) $64K
$0.09 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $716K · Total revenue $994K
72%
Government reliance
Government grants $651K · Total revenue $994K
65%
Earned-income share
Program service revenue $244K · Total revenue $994K
24%
Investment reliance
Investment income $33K · Total revenue $994K
+3%
Program self-sufficiency
Program service revenue $244K · Total expenses $955K
26%
Growth & trend
Revenue growth (YoY)
This year $994K · Prior year $897K
+11%
Revenue CAGR
FY2019 $613K · FY2024 $994K
+10%
Net-asset trend (YoY)
End of year $962K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $994K · Expenses $955K
+4%
Liabilities-to-Assets
Total liabilities — · Total assets $2.1M
Net-asset ratio
Net assets $962K · Total assets $2.1M
45%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $563K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.1M
26%
People & payroll
Highest Reported Total Compensation
Individual Will Lawrence · Reported title Director · Highest reported compensation $0 · Total expenses $955K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $689K · Total expenses $955K
72%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 68%
Overhead ratio 31%
Fundraising cost ratio 1%
Revenue growth 11%
Legal fee ratio 0.3%
Accounting fee ratio 3%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$994K revenue · viewing · ⤓ 990 PDF
FY2024$897K revenue · ⤓ 990 PDF
FY2023$816K revenue · ⤓ 990 PDF
FY2022$685K revenue · ⤓ 990 PDF
FY2021$621K revenue · ⤓ 990 PDF
FY2020$613K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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