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Nonprofiteer
← ACCESSIA HEALTH

Form 990 for tax year 2024

Filed by ACCESSIA HEALTH.

Totals

Total revenue
$37,605,875
Total expenses
$17,886,150
Contributions and grants received
$34,244,223
Grants paid
$11,861,214
Program service revenue
$412,584
Investment income
$2,205,067
Other revenue
$744,001
Total assets, end of year
$119,073,558
Total liabilities, end of year
$1,003,396
Net assets or fund balances, end of year
$118,070,162
Program services expenses (Part IX)
$14,961,371
Management and general expenses
$1,818,020
Fundraising expenses
$1,106,759
Program service expenses (Part III)
$14,961,371

Program services were 83.6% 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

    $13,742

  • 1f · All other contributions, gifts and grants

    $34,230,481

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

    total $412,584 · related or exempt $412,584

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $2,224,908 · excluded $2,224,908

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $7,693,968

  • 7b · Less cost or other basis and sales expenses

    securities $7,713,809

  • 7c · Gain or loss

    securities -$19,841 · other assets $0

  • 7d · Net gain or loss

    total -$19,841 · excluded -$19,841

  • 11a · Other revenue: INSURANCE PROCEEDS

    total $739,265 · excluded $739,265

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $4,736 · excluded $4,736

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $744,001

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $11,861,214 · program services $11,861,214

  • 5 · Compensation of officers, directors and key employees

    total $564,478 · program services $377,999 · management and general $136,313 · fundraising $50,166

  • 7 · Other salaries and wages

    total $2,067,811 · program services $1,384,697 · management and general $499,346 · fundraising $183,768

  • 8 · Pension plan contributions

    total $59,474 · program services $39,826 · management and general $14,362 · fundraising $5,286

  • 9 · Other employee benefits

    total $270,566 · program services $181,183 · management and general $65,338 · fundraising $24,045

  • 10 · Payroll taxes

    total $185,151 · program services $123,985 · management and general $44,711 · fundraising $16,455

  • 11b · Fees: legal

    total $299,046 · program services $31,520 · management and general $267,183 · fundraising $343

  • 11c · Fees: accounting

    total $115,108 · program services $12,133 · management and general $102,843 · fundraising $132

  • 11d · Fees: lobbying

    total $46,410 · program services $4,878 · management and general $29,670 · fundraising $11,862

  • 11g · Fees: other

    total $5,940 · program services $1,099 · management and general $3,886 · fundraising $955

  • 12 · Advertising and promotion

    total $182,389 · management and general $1,170 · fundraising $181,219

  • 13 · Office expenses

    total $49,355 · program services $28,475 · management and general $19,893 · fundraising $987

  • 14 · Information technology

    total $110,985 · program services $106,323 · management and general $2,972 · fundraising $1,690

  • 16 · Occupancy

    total $125,555 · program services $81,676 · management and general $35,103 · fundraising $8,776

  • 17 · Travel

    total $180,206 · program services $100,946 · management and general $39,588 · fundraising $39,672

  • 22 · Depreciation, depletion and amortization

    total $69,502 · program services $45,176 · management and general $19,461 · fundraising $4,865

  • 23 · Insurance

    total $74,295 · program services $47,875 · management and general $21,219 · fundraising $5,201

  • 24a · Other expenses: SUBCONTRACTORS

    total $1,462,493 · program services $507,988 · management and general $384,209 · fundraising $570,296

  • 24b · Other expenses: REGISTRATION FEES

    total $8,164 · program services $8,044 · management and general $120

  • 24c · Other expenses: TAXES AND LICENSES

    total $43,686 · program services $11,133 · management and general $32,553

  • 24d · Other expenses: TRANSACTION FEES

    total $42,254 · program services $4,454 · management and general $37,752 · fundraising $48

  • 24e · All other expenses

    total $62,068 · program services $747 · management and general $60,328 · fundraising $993

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,811,965 · end of year $25,858,615

  • 2 · Savings and temporary cash investments

    beginning of year $4,638,162 · end of year $5,611,094

  • 4 · Accounts receivable

    beginning of year $1,036,436 · end of year $9,940,255

  • 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 $106,092 · end of year $118,062

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

    $3,197,818

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

    $1,620,719

  • 10c · Land, buildings and equipment, net

    beginning of year $1,646,601 · end of year $1,577,099

  • 11 · Investments: publicly traded securities

    beginning of year $65,134,311 · end of year $71,401,093

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $4,575,731 · end of year $4,567,340

  • 17 · Accounts payable and accrued expenses

    beginning of year $491,965 · end of year $552,582

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $444,584 · end of year $450,814

  • 27 · Net assets without donor restrictions

    beginning of year $31,041,412 · end of year $33,636,423

  • 28 · Net assets with donor restrictions

    beginning of year $65,971,337 · end of year $84,433,739

Mission and programs · 2024

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 SET A VISION THAT ALL PEOPLE HAVE EQUITABLE ACCESS TO HEALTHCARE.

Activities or mission (Part I)

ACCESSIA HEALTH PROVIDES PROGRAMS AND SERVICES TO INDIVIDUALS OF ALL AGES WHO ARE LIVING WITH A RARE OR CHRONIC HEALTH CONDITION. (Continued on Schedule O)

  • During Fiscal Year 2025, a total of 6,515 individuals living with a chronic illness or disability were approved for assistance. Accessia Health provided direct financial assistance to 3,652 individuals. In addition, Accessia Health provided case management, education, and legal services through its attorneys to help meet their healthcare needs.

    Expenses $14,961,371 · Grants $11,861,214 · Revenue $412,584

As filed on the 2024 return.

Listed in Part VII

  • Brian Landry

    SECRETARY

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Mitch Mula

    BOARD CHAIR

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Russell Phillips Jr

    TREASURER

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.5

  • Brian Fink

    BOARD MEMBER

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5

  • Howard Lee Smith

    BOARD MEMBER

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Lud Kimbrough III

    BOARD MEMBER

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Michael Holdren

    EVP, Information Technology

    Total calculated
    $199,134
    From this org
    $191,499
    From related orgs
    $0
    Other
    $7,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,999
    Bonus
    $11,500
    Other
    $0
    Deferred
    $7,635
    Nontaxable benefits
    $0
    Filer's total
    $199,134

  • Tiara Green

    PRESIDENT (Promotion)

    Total calculated
    $305,394
    From this org
    $293,006
    From related orgs
    $0
    Other
    $12,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,506
    Bonus
    $26,500
    Other
    $0
    Deferred
    $7,554
    Nontaxable benefits
    $4,834
    Filer's total
    $305,394

  • Anna Brown

    VP, MARKETING & COMMUNICATIONS

    Total calculated
    $126,660
    From this org
    $124,798
    From related orgs
    $0
    Other
    $1,862
    Hours/week
    40

  • David Griffiths

    VP, DEVELOPMENT

    Total calculated
    $197,040
    From this org
    $151,448
    From related orgs
    $0
    Other
    $45,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,948
    Bonus
    $500
    Other
    $0
    Deferred
    $6,447
    Nontaxable benefits
    $39,145
    Filer's total
    $197,040

  • Jennifer Noonan

    VP, CLINICAL STRATEGY AND PATIENT ENGAGEMENT

    Total calculated
    $131,534
    From this org
    $123,309
    From related orgs
    $0
    Other
    $8,225
    Hours/week
    40

  • Lamont Brown

    EVP, FINANCE & ADMINISTRATION

    Total calculated
    $218,320
    From this org
    $171,775
    From related orgs
    $0
    Other
    $46,545
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,275
    Bonus
    $1,500
    Other
    $0
    Deferred
    $7,260
    Nontaxable benefits
    $39,285
    Filer's total
    $218,320

  • Mark Bonafe

    SENIOR SOFTWARE ENGINEER

    Total calculated
    $145,774
    From this org
    $140,191
    From related orgs
    $0
    Other
    $5,583
    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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 $5,141 · controlled entity

    Directly controlled by ACCESSIA HEALTH

Provenance

Return type
form_990
Tax year
2024
Filed
11 February 2026
IRS schema version
2024v5.1
Source object
202610429349300416

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