Access Independence INC FY2024 filing

Tax-deductible

Winchester, VA501(c)(3)EIN 54-1298772Revenue $897K in FY2024

On file with the IRSaccessindependence.org324 Hope Dr, 22601-6800 · Winchester, VATax-exempt since Sep 1986Publicly supported charity — 170(b)(1)(A)(vi)

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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.
75¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 5.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.1M
54% of total assets
Fine: liabilities are 54% 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
$897K
+10% vs prior year
Spent
$841K
To programs
75%
Net assets
$891K
By yearFY2020–FY2025
Revenue
$897K
FY2024▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$613K
FY2021$621K
FY2022$685K
FY2023$816K
FY2024$897K
FY2025$994K
Expenses
$841K
FY2024▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2020$619K
FY2021$610K
FY2022$691K
FY2023$764K
FY2024$841K
FY2025$955K
Net assets
$891K
FY2024▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2020$733K
FY2021$766K
FY2022$718K
FY2023$792K
FY2024$891K
FY2025$962K

From the FY2024 Form 990 (year ending June 2024) · 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: FY2025. IRS ruling in Sep 1986.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $630K Management & general 24% · $206K Fundraising 1% · $5K

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 (FY2023); the FY2024 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 programs · $630K · in their own filed words · FY2023
01

Access Independence provided direct services to 678 consumers during the year. Thses services included information and referral, peer montoring, independent living skills training, transition assistance, and advocacy.

$324Kprogram 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.

$306Kprogram expense

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$897K
Ln 12
Gifts and grantsLn 1h$670K
Fees for servicesLn 2g$189K
Investment incomeLn 3$33K
Money outPt IX
$841K
Ln 25
Programscol B$630K
Managementcol C$206K
Fundraisingcol D$5K
Owns and owesPt X
$891K
net assets · Ln 32
Cash and savingsLn 1–2$393K
Total assetsLn 16$1.9M
LiabilitiesLn 26$1.1M
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$670K
Government grantsLn 1e$605K
Fees for servicesLn 2g$189K
Investment incomeLn 3$33K
Other incomeLn 4–11$4K
Gains on assetsLn 7$11K
Total revenueLn 12$897K
Assets in detailPt X, end of year
CashLn 1$322K
SavingsLn 2$71K
Cash and savings togetherLn 1–2$393K
InvestmentsLn 11–13$468K
Land, buildings, equipmentLn 10c$35K
Other assetsLn 15$1.0M
Total assetsLn 16$1.9M
LiabilitiesLn 26$1.1M
Net assetsLn 32$891K
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 FY24End FY24
Cash and savingsLn 1–2$305K$393K
InvestmentsLn 11–13$428K$468K
Land, buildings, equipmentLn 10c$49K$35K
Total assetsLn 16$1.6M$1.9M
LiabilitiesLn 26$810K$1.1M
Net assetsLn 32$792K$891K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$472K$353K$117K$3K
Pension plan contributionsLn 8$9K$6K$2K$88
Other employee benefitsLn 9$90K$67K$23K$899
Payroll taxesLn 10$35K$26K$9K$210
Other fees for servicesLn 11g$13K$704$12K
Advertising and promotionLn 12$9K$7K$1K$88
Office expensesLn 13$10K$8K$1K$21
Information technologyLn 14$20K$17K$3K$48
OccupancyLn 16$69K$59K$10K$170
TravelLn 17$13K$11K$2K$29
Depreciation, depletion and amortizationLn 22$15K$13K$2K$148
InsuranceLn 23$13K$13K
Other expenses (24a–d)Ln 24$60K$58K$2K$136
All other expensesLn 24e$13K$4K$9K$8
Total functional expensesLn 25$841K$630K$206K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $994K$955K$40K$962K 990 PDF
FY2024 Viewing $897K$841K$56K$891K 990 PDF
FY2023 $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 FY2024 990 (6 parts)
Part I · Summary $896,962 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $642,015$670,451
I-9 Program service revenuePrior year $150,865$188,947
I-10 Investment incomePrior year $19,725$33,272
I-11 Other revenuePrior year $3,847$4,292
I-12 Total revenuePrior year $816,452$896,962
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $560,028$606,480
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $203,998$234,247
I-18 Total expensesPrior year $764,026$840,727
I-19 Revenue less expensesPrior year $52,426$56,235
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $896,962 across 8 lines filed
VIII-1e Government grants$604,771
VIII-1f All other contributions, gifts and grants$65,680
VIII-1h Total contributions, gifts and grants$670,451
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $188,947$188,947
VIII-3 Investment incomeRelated to mission $22,626$22,626
VIII-7 Net gain or loss on sales of assetsRelated to mission $10,646$10,646
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,292$4,292
VIII-12 Total revenueRelated to mission $226,511 · Unrelated business $0 · Excluded from tax $0$896,962
Part IX · Statement of functional expenses $840,727 across 14 lines filed
IX-7 Other salaries and wagesPrograms $352,628 · Management $117,084 · Fundraising $2,722$472,434
IX-8 Pension plan contributionsPrograms $6,371 · Management $2,125 · Fundraising $88$8,584
IX-9 Other employee benefitsPrograms $66,701 · Management $22,562 · Fundraising $899$90,162
IX-10 Payroll taxesPrograms $26,343 · Management $8,747 · Fundraising $210$35,300
IX-11g Other fees for servicesPrograms $704 · Management $12,184$12,888
IX-12 Advertising and promotionPrograms $7,385 · Management $1,216 · Fundraising $88$8,689
IX-13 Office expensesPrograms $8,278 · Management $1,376 · Fundraising $21$9,675
IX-14 Information technologyPrograms $17,387 · Management $2,890 · Fundraising $48$20,325
IX-16 OccupancyPrograms $58,897 · Management $9,786 · Fundraising $170$68,853
IX-17 TravelPrograms $10,857 · Management $1,803 · Fundraising $29$12,689
IX-22 Depreciation, depletion and amortizationPrograms $12,595 · Management $2,074 · Fundraising $148$14,817
IX-23 InsuranceManagement $12,986$12,986
IX-24 Other expenses (24a–d)Programs $58,378 · Management $1,902 · Fundraising $136$60,416
IX-24e All other expensesPrograms $3,849 · Management $9,052 · Fundraising $8$12,909
IX-25 Total functional expensesPrograms $630,373 · Management $205,787 · Fundraising $4,567$840,727
Part X · Balance sheet $1,946,048 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $281,301$321,895
X-2 Savings and temporary cash investmentsStart of year $23,772$70,848
X-3 Pledges and grants receivableStart of year $23,200$26,500
X-4 Accounts receivableStart of year $4,763$4,341
X-9 Prepaid expenses and deferred chargesStart of year $1,288$4,401
X-10c Land, buildings and equipment, netStart of year $48,656$35,064
X-11 Publicly traded securitiesStart of year $428,427$468,149
X-15 Other assetsStart of year $777,201$1,014,850
X-16 Total assetsStart of year $1,602,021$1,946,048
X-17 Accounts payable and accrued expensesStart of year $32,704$41,940
X-25 Other liabilitiesStart of year $777,122$1,013,577
X-26 Total liabilitiesStart of year $809,826$1,055,517
X-27 Net assets without donor restrictionsStart of year $732,831$817,076
X-28 Net assets with donor restrictionsStart of year $59,364$73,455
X-32 Total net assets or fund balancesStart of year $792,195$890,531
X-33 Total liabilities and net assetsStart of year $1,602,021$1,946,048
Part XI · Reconciliation of net assets $890,531 net assets at year end
XI-1 Total revenue$896,962
XI-2 Total expenses$840,727
XI-3 Revenue less expenses$56,235
XI-4 Net assets at start of year$792,195
XI-5 Net unrealized gains (losses) on investments$42,101
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$890,531

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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