Access Independence INC FY2023 filing

Tax-deductible

Winchester, VA501(c)(3)EIN 54-1298772

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The mission of Access Independence is to promote independent living by providing services that enhance the quality of life for people with disabilities living in the Commonwealth of Virginia.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $25K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$810K
51% of total assets
Fine: liabilities are 51% of assets; 50% to 65%.
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
$816K
+19% vs prior year
Spent
$764K
To programs
76%
Net assets
$792K
By yearFY2020–FY2025
Revenue
$816K
FY2023▲ +19%
Revenue by fiscal year
FY2020$613K
FY2021$621K
FY2022$685K
FY2023$816K
FY2024$897K
FY2025$994K
Expenses
$764K
FY2023▲ +11%
Expenses by fiscal year
FY2020$619K
FY2021$610K
FY2022$691K
FY2023$764K
FY2024$841K
FY2025$955K
Net assets
$792K
FY2023▲ +10%
Net assets by fiscal year
FY2020$733K
FY2021$766K
FY2022$718K
FY2023$792K
FY2024$891K
FY2025$962K

From the FY2023 Form 990 (year ending June 2023) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1986.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $580K Management & general 24% · $180K Fundraising 0% · $4K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$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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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 15aYes

Programs and updates

Empowers people with disabilities in Virginia to live independently through enhanced quality of life services.

Provided by the organization

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2 program services account for $580K of program spending, described in the organization's own filed words · FY2022.
01

Access Independence provided direct services to 576 consumers during the year. Thses services included information and referral, peer montoring, independent living skills training, transition assistance, and advocacy.

$297Kprogram expense
02

Access Independences outreach efforts include community education, training, and technical support empowering people with disabilities, and their families to become to become better advocates for independent living.

$284Kprogram expense

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By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$816K
Ln 12
Gifts and grantsLn 1h$642K
Fees for servicesLn 2g$151K
Investment incomeLn 3$20K
Money outPt IX
$764K
Ln 25
Programscol B$580K
Managementcol C$180K
Fundraisingcol D$4K
Owns and owesPt X
$792K
net assets · Ln 32
Cash and savingsLn 1–2$305K
Total assetsLn 16$1.6M
LiabilitiesLn 26$810K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$642K
Government grantsLn 1e$580K
Fees for servicesLn 2g$151K
Investment incomeLn 3$20K
Other incomeLn 4–11$4K
Gains on assetsLn 7$8K
Total revenueLn 12$816K
Assets in detailPt X, end of year
CashLn 1$281K
SavingsLn 2$24K
Cash and savings togetherLn 1–2$305K
InvestmentsLn 11–13$428K
Land, buildings, equipmentLn 10c$49K
Other assetsLn 15$777K
Total assetsLn 16$1.6M
LiabilitiesLn 26$810K
Net assetsLn 32$792K
OperationsPt I, VI
EmployeesI 516
VolunteersI 635
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$304K$305K
InvestmentsLn 11–13$373K$428K
Land, buildings, equipmentLn 10c$14K$49K
Total assetsLn 16$1.1M$1.6M
LiabilitiesLn 26$400K$810K
Net assetsLn 32$718K$792K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$432K$322K$107K$2K
Pension plan contributionsLn 8$8K$6K$2K$46
Other employee benefitsLn 9$88K$66K$22K$520
Payroll taxesLn 10$33K$24K$8K$193
Legal feesLn 11b$295$295
Accounting feesLn 11c$8K$8K
Other fees for servicesLn 11g$5K$2K$3K
Advertising and promotionLn 12$8K$7K$1K$35
Office expensesLn 13$14K$12K$2K$31
Information technologyLn 14$14K$12K$2K$34
OccupancyLn 16$68K$58K$10K$168
Conferences, conventions and meetingsLn 19$14K$12K$2K$32
Depreciation, depletion and amortizationLn 22$13K$12K$2K$31
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$47K$45K$2K$30
All other expensesLn 24e$6K$4K$2K$8
Total functional expensesLn 25$764K$580K$180K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $994K$955K$40K$962K 990 PDF
FY2024 $897K$841K$56K$891K 990 PDF
FY2023 Viewing $816K$764K$52K$792K 990 PDF
FY2022 $685K$691K−$6K$718K 990 PDF
FY2021 $621K$610K$11K$766K 990 PDF
FY2020 $613K$619K−$6K$733K 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 $816,452 across 8 lines filed
VIII-1e Government grants$579,802
VIII-1f All other contributions, gifts and grants$62,213
VIII-1h Total contributions, gifts and grants$642,015
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $150,865$150,865
VIII-3 Investment incomeRelated to mission $11,652$11,652
VIII-7 Net gain or loss on sales of assetsRelated to mission $8,073$8,073
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,847$3,847
VIII-12 Total revenueRelated to mission $174,437 · Unrelated business $0 · Excluded from tax $0$816,452
Part IX · Statement of functional expenses $764,026 across 16 lines filed
IX-7 Other salaries and wagesPrograms $322,090 · Management $106,944 · Fundraising $2,486$431,520
IX-8 Pension plan contributionsPrograms $5,815 · Management $1,931 · Fundraising $46$7,792
IX-9 Other employee benefitsPrograms $65,732 · Management $21,825 · Fundraising $520$88,077
IX-10 Payroll taxesPrograms $24,358 · Management $8,088 · Fundraising $193$32,639
IX-11b Legal feesManagement $295$295
IX-11c Accounting feesManagement $7,510$7,510
IX-11g Other fees for servicesPrograms $1,535 · Management $3,095$4,630
IX-12 Advertising and promotionPrograms $6,672 · Management $1,111 · Fundraising $35$7,818
IX-13 Office expensesPrograms $11,810 · Management $1,963 · Fundraising $31$13,804
IX-14 Information technologyPrograms $12,112 · Management $2,013 · Fundraising $34$14,159
IX-16 OccupancyPrograms $58,419 · Management $9,706 · Fundraising $168$68,293
IX-19 Conferences, conventions and meetingsPrograms $11,705 · Management $1,944 · Fundraising $32$13,681
IX-22 Depreciation, depletion and amortizationPrograms $11,525 · Management $1,914 · Fundraising $31$13,470
IX-23 InsuranceManagement $7,880$7,880
IX-24 Other expenses (24a–d)Programs $44,895 · Management $1,740 · Fundraising $30$46,665
IX-24e All other expensesPrograms $3,655 · Management $2,130 · Fundraising $8$5,793
IX-25 Total functional expensesPrograms $580,323 · Management $180,089 · Fundraising $3,614$764,026
Part X · Balance sheet $1,602,021 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $280,808$281,301
X-2 Savings and temporary cash investmentsStart of year $23,440$23,772
X-3 Pledges and grants receivableStart of year $21,700$23,200
X-4 Accounts receivableStart of year $6,089$4,763
X-8 Inventories for sale or useStart of year $26,413$13,413
X-9 Prepaid expenses and deferred chargesStart of year $660$1,288
X-10c Land, buildings and equipment, netStart of year $14,472$48,656
X-11 Publicly traded securitiesStart of year $372,795$428,427
X-15 Other assetsStart of year $371,407$777,201
X-16 Total assetsStart of year $1,117,784$1,602,021
X-17 Accounts payable and accrued expensesStart of year $28,837$32,704
X-25 Other liabilitiesStart of year $371,407$777,122
X-26 Total liabilitiesStart of year $400,244$809,826
X-27 Net assets without donor restrictionsStart of year $669,298$732,831
X-28 Net assets with donor restrictionsStart of year $48,242$59,364
X-32 Total net assets or fund balancesStart of year $717,540$792,195
X-33 Total liabilities and net assetsStart of year $1,117,784$1,602,021
Part XI · Reconciliation of net assets $792,195 net assets at year end
XI-1 Total revenue$816,452
XI-2 Total expenses$764,026
XI-3 Revenue less expenses$52,426
XI-4 Net assets at start of year$717,540
XI-5 Net unrealized gains (losses) on investments$22,229
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$792,195

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

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