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Nonprofiteer
← ACCESS OPPORTUNITY

Form 990 for tax year 2024

Filed by ACCESS OPPORTUNITY.

Totals

Total revenue
$1,268,050
Total expenses
$999,939
Contributions and grants received
$1,244,199
Grants paid
$163,851
Program service revenue
$0
Investment income
$78,260
Other revenue
-$54,409
Total assets, end of year
$3,119,834
Total liabilities, end of year
-$42,728
Net assets or fund balances, end of year
$3,162,562
Program services expenses (Part IX)
$760,680
Management and general expenses
$74,330
Fundraising expenses
$164,929
Program service expenses (Part III)
$739,502

Program services were 76.1% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $647,452

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $596,747

  • 3 · Investment income

    total $78,260 · excluded $78,260

  • 8a · Fundraising events: gross income

    $14,152

  • 8a · Fundraising events: contributions included on line 1c

    $647,452

  • 8b · Fundraising events: direct expenses

    $84,763

  • 8c · Net income from fundraising events

    total -$70,611 · excluded -$70,611

  • 9a · Gaming: gross income

    $16,202

  • 9c · Net income from gaming

    total $16,202 · excluded $16,202

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $163,851 · program services $163,851

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $103,875 · program services $69,596 · fundraising $34,279

  • 6 · Compensation of disqualified persons

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $485,278 · program services $363,959 · management and general $33,969 · fundraising $87,350

  • 8 · Pension plan contributions

    total $11,240 · program services $0 · management and general $11,240

  • 9 · Other employee benefits

    total $58,480 · program services $43,861 · management and general $4,092 · fundraising $10,527

  • 10 · Payroll taxes

    total $53,605 · program services $40,204 · management and general $3,752 · fundraising $9,649

  • 11c · Fees: accounting

    total $13,524 · management and general $13,524

  • 12 · Advertising and promotion

    total $7,040 · program services $1,408 · fundraising $5,632

  • 13 · Office expenses

    total $10,992 · program services $7,694 · management and general $550 · fundraising $2,748

  • 14 · Information technology

    total $15,714 · program services $9,428 · management and general $472 · fundraising $5,814

  • 17 · Travel

    total $6,652 · program services $5,854 · fundraising $798

  • 19 · Conferences, conventions and meetings

    total $51,460 · program services $45,285 · fundraising $6,175

  • 21 · Payments to affiliates

    total $1,196 · program services $0 · fundraising $1,196

  • 23 · Insurance

    total $6,537 · management and general $6,537

  • 24a · Other expenses: Tutoring service fee

    total $8,775 · program services $8,775

  • 24b · Other expenses: Bank charges, checks, and credit card fees

    total $959 · program services $765 · management and general $194

  • 24c · Other expenses: Donation processing fees

    total $761 · fundraising $761

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $57,046 · end of year $94,424

  • 2 · Savings and temporary cash investments

    beginning of year $724,317 · end of year $809,720

  • 3 · Pledges and grants receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    end of year -$66

  • 11 · Investments: publicly traded securities

    beginning of year $2,085,537 · end of year $2,215,756

  • 15 · Other assets

    beginning of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $475 · end of year $475

  • 25 · Other liabilities

    end of year -$43,203

  • 27 · Net assets without donor restrictions

    beginning of year $2,866,425 · end of year $3,162,562

Mission and programs · 2024

Mission

Create opportunities for high-potential students from low-income households to define their individual path through high school, college, and career.

  • Access College programming begins after a selective admissions process at the end of 10th grade, and assists high school students with college admissions and financial aid through tutoring, workshops, and one-on-one counseling.

    Expenses $196,740

  • Access Career programming runs from the second year of college through college graduation and beyond (via alumni programming) to ensure students make a successful transition from college to career. During college, the organization supports students with career development through a summer career readiness bootcamp, speaker series, cohort meetings covering a variety of career readiness topics, networking events with the community of donors and supporters, and personalized career counseling and guidance. Networking opportunities and personalized career counseling and guidance are also available to alumni upon request.

    Expenses $342,188 · Grants $154,147

  • The Social and Emotional Learning program runs throughout the course of Access Opportunity's 6-year program and is led by a team of social workers and counselors who provide direct service to students via one-on-one counseling and check-ins, as well as through group sessions. A particular focus of the SEL program is to support first-generation-to-college students with navigating the transition into college and identifying campus resources in order to help ensure that students make a successful transition from high school to college. The SEL program also includes a peer mentorship program as well as family engagement programming that partners and shares resources with families on their students' goals so they feel empowered to help their students reach those goals.

    Expenses $200,574 · Grants $9,704

As filed on the 2024 return.

Listed in Part VII

  • Susie Hayes

    Board Chair

    Total calculated
    $0
    Hours/week
    20
  • Georgia Montoya

    Director

    Total calculated
    $0
    Hours/week
    1
  • Shawn Barker

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Natalee Benzing

    Executive Director

    Total calculated
    $103,875
    From this org
    $103,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    50
  • Tom Holman

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kathy Schultz

    Director

    Total calculated
    $0
    Hours/week
    1

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.

Provenance

Return type
form_990
Tax year
2024
Filed
30 October 2025
IRS schema version
2024v5.0
Source object
202523039349300012

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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