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← ACCESSIA HEALTH

Form 990 for tax year 2023

Filed by ACCESSIA HEALTH.

What the amendment changed

Compared with the return it replaced , filed 17 February 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$29,752,502 changed to $15,835,936
Total expenses
$22,538,687 changed to $9,796,947
Contributions and grants received
$27,016,296 changed to $15,597,686
Grants paid
$15,927,412 changed to $8,005,320
Program service revenue
$549,044 changed to $109,944
Investment income
$2,118,365 changed to $128,306
Other revenue
$68,797 changed to $0
Total assets, end of year
$97,949,298 changed to $89,329,097
Total liabilities, end of year
$936,549 changed to $1,331,580
Net assets or fund balances, end of year
$97,012,749 changed to $87,997,517
Program services expenses
$19,218,159 changed to $8,679,856
Management and general expenses
$2,228,132 changed to $840,940
Fundraising expenses
$1,092,396 changed to $276,151
Program service expenses (Part III)
$19,218,159 changed to $8,679,856

Listed only on the earlier return

  • Anna Brown
  • David Griffiths
  • Jennifer Noonan
  • Lamont Brown
  • Mark Bonafe
  • Russel Phillips Jr
  • Tiara Green

Listed only on the later return

  • Russell Phillips Jr

Listed under a different title

  • Brian Landry: VICE CHAIR AND SECRETARY then SECRETARY
  • Deanna Callahan: CHIEF COMPLIANCE OFFICER (Outgoing) then CHIEF COMPLIANCE OFFICER
  • Gwen Cooper: CEO/ PRESIDENT (Outgoing) then CEO/ PRESIDENT
  • Michael Holdren: EVP, INFORMATION TECHNOLOGY then CHIEF INFORMATION OFFICER

Totals

Total revenue
$15,835,936
Total expenses
$9,796,947
Contributions and grants received
$15,597,686
Grants paid
$8,005,320
Program service revenue
$109,944
Investment income
$128,306
Other revenue
$0
Total assets, end of year
$89,329,097
Total liabilities, end of year
$1,331,580
Net assets or fund balances, end of year
$87,997,517
Program services expenses (Part IX)
$8,679,856
Management and general expenses
$840,940
Fundraising expenses
$276,151
Program service expenses (Part III)
$8,679,856

Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $330

  • 1f · All other contributions, gifts and grants

    $15,597,356

  • 2a · Program service revenue: FEES FOR CONTRACTED SERVICES

    total $109,944 · related or exempt $109,944

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $128,306 · excluded $128,306

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $8,005,320 · program services $8,005,320

  • 5 · Compensation of officers, directors and key employees

    total $230,898 · program services $43,697 · management and general $137,015 · fundraising $50,186

  • 7 · Other salaries and wages

    total $593,935 · program services $334,684 · management and general $169,732 · fundraising $89,519

  • 8 · Pension plan contributions

    total $23,691 · program services $13,350 · management and general $6,770 · fundraising $3,571

  • 9 · Other employee benefits

    total $43,689 · program services $24,619 · management and general $12,485 · fundraising $6,585

  • 10 · Payroll taxes

    total $58,652 · program services $33,051 · management and general $16,761 · fundraising $8,840

  • 11b · Fees: legal

    total $22,685 · program services $6,751 · management and general $15,653 · fundraising $281

  • 11c · Fees: accounting

    total $5,638 · program services $1,678 · management and general $3,890 · fundraising $70

  • 11g · Fees: other

    total $1,177 · program services $769 · management and general $0 · fundraising $408

  • 12 · Advertising and promotion

    total $792 · fundraising $792

  • 13 · Office expenses

    total $27,229 · program services $10,400 · management and general $12,605 · fundraising $4,224

  • 14 · Information technology

    total $220,371 · program services $115,558 · management and general $100,062 · fundraising $4,751

  • 16 · Occupancy

    total $32,049 · management and general $32,049

  • 17 · Travel

    total $42,534 · program services $4,995 · management and general $8,386 · fundraising $29,153

  • 22 · Depreciation, depletion and amortization

    total $21,474 · program services $11,381 · management and general $8,160 · fundraising $1,933

  • 23 · Insurance

    total $22,234 · program services $11,784 · management and general $8,449 · fundraising $2,001

  • 24a · Other expenses: SUBCONTRACTORS

    total $300,620 · program services $53,646 · management and general $197,036 · fundraising $49,938

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $95,478 · program services $1,294 · management and general $81,823 · fundraising $12,361

  • 24c · Other expenses: TRANSACTION FEES

    total $27,001 · program services $3,571 · management and general $23,280 · fundraising $150

  • 24d · Other expenses: SPONSORSHIPS

    total $11,617 · management and general $239 · fundraising $11,378

  • 24e · All other expenses

    total $9,863 · program services $3,308 · management and general $6,545 · fundraising $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $44,889,176 · end of year $46,198,020

  • 2 · Savings and temporary cash investments

    beginning of year $18,606,844 · end of year $18,704,551

  • 4 · Accounts receivable

    beginning of year $6,046,501 · end of year $10,628,696

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $201,726 · end of year $103,231

  • 10a · Land, buildings and equipment: cost or other basis

    $3,197,818

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,475,747

  • 10c · Land, buildings and equipment, net

    beginning of year $1,743,546 · end of year $1,722,071

  • 11 · Investments: publicly traded securities

    beginning of year $7,320,170 · end of year $7,532,804

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $4,223,553 · end of year $4,439,724

  • 17 · Accounts payable and accrued expenses

    beginning of year $834,178 · end of year $832,421

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $634,170 · end of year $499,159

  • 27 · Net assets without donor restrictions

    beginning of year $15,571,450 · end of year $23,343,598

  • 28 · Net assets with donor restrictions

    beginning of year $65,991,718 · end of year $64,653,919

Mission and programs · 2023

Mission

THE MISSION OF ACCESSIA HEALTH IS TO PROVIDE THE FINANCIAL SAFETY NET, PRODUCTS, SERVICES, AND ASSISTANCE TO PATIENTS AND FAMILIES LIVING WITH CHRONIC MEDICAL CONDITIONS. WE HAVE SET A VISION THAT ALL PEOPLE HAVE ACCESS TO HEALTHCARE REGARDLESS OF THEIR DIAGNOSIS OR ZIP CODE.

Activities or mission (Part I)

ACCESSIA HEALTH PROVIDES FINANCIAL ASSISTANCE, EDUCATION AND OTHER SERVICES TO INDIVIDUALS WHO COULD NOT OTHERWISE AFFORD THEIR HEALTHCARE.

  • DIRECT ASSISTANCE TO THOSE living WITH A CHRONIC ILLNESS OR disability. DIRECT financial ASSISTANCE provided to 4,825 INDIVIDUALS. Additional services SUCH AS REFERRALS, case management, EDUCATION, and legal services provided to 1,139 INDIVIDUALS during the 1/1/2023-3/31/2023 short period.

    Expenses $8,679,856 · Grants $8,005,320 · Revenue $109,944

As filed on the 2023 return.

Listed in Part VII

  • Brian Landry

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Mitch Mula

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2.7

  • Russell Phillips Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    2.5

  • Brian Fink

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Howard Lee Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lud Kimbrough III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Terrie Glass

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deanna Callahan

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $0
    Hours/week
    40

  • Gwen Cooper

    CEO/ PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Michael Holdren

    CHIEF INFORMATION OFFICER

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ACCESSIA HEALTH FOUNDATION

    501(c)(3) · PROMOTE THE DEVELOPMENT OF ACCESSIA HEALTH · VA · controlled entity

    Directly controlled by ACCESSIA HEALTH

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ACCESIA INC

    C Corporation · THIRD PARTY SERVICES FOR PATIENT ADMINISTRATIVE NEEDS · CA · 100% owned · share of income $0 · share of assets $7,411 · controlled entity

    Directly controlled by ACCESSIA HEALTH

Provenance

Return type
form_990
Tax year
2023
Filed
7 July 2025
IRS schema version
2023v6.0
Source object
202511889349301171

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