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Nonprofiteer
← AXESS FAMILY SERVICES INC

Form 990 for tax year 2022

Filed by AXESS FAMILY SERVICES INC.

Totals

Total revenue
$18,919,989
Total expenses
$14,944,377
Contributions and grants received
$5,738,325
Grants paid
$0
Program service revenue
$12,014,766
Investment income
$205,118
Other revenue
$961,780
Total assets, end of year
$22,893,491
Total liabilities, end of year
$5,424,577
Net assets or fund balances, end of year
$17,468,914
Program services expenses (Part IX)
$12,606,496
Management and general expenses
$2,337,881
Fundraising expenses
$0
Program service expenses (Part III)
$12,606,496

Program services were 84.4% 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.

  • 1e · Government grants (contributions)

    $5,738,325

  • 2a · Program service revenue: PHARMACY SALES

    total $6,103,665 · related or exempt $6,103,665

  • 2b · Program service revenue: PATIENT SERVICES

    total $5,498,280 · related or exempt $5,498,280

  • 2c · Program service revenue: PHARMACY - 340B

    total $412,821 · related or exempt $412,821

  • 3 · Investment income

    total $129,407 · excluded $129,407

  • 7a · Gross sales of assets other than inventory

    securities $3,066,080

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

    securities $2,990,369

  • 7c · Gain or loss

    securities $75,711

  • 7d · Net gain or loss

    total $75,711 · excluded $75,711

  • 11a · Other revenue: OTHER OPERATING REVENUE

    total $945,283 · related or exempt $945,283

  • 11b · Other revenue: COVID-19 REVENUE

    total $16,497 · related or exempt $16,497

  • 11e · Other revenue, total

    $961,780

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,007,218 · program services $787,799 · management and general $219,419

  • 7 · Other salaries and wages

    total $6,316,534 · program services $5,426,515 · management and general $890,019

  • 8 · Pension plan contributions

    total $94,357 · program services $85,332 · management and general $9,025

  • 9 · Other employee benefits

    total $605,984 · program services $518,323 · management and general $87,661

  • 10 · Payroll taxes

    total $556,836 · program services $454,305 · management and general $102,531

  • 11b · Fees: legal

    total -$773 · management and general -$773

  • 11c · Fees: accounting

    total $48,526 · management and general $48,526

  • 11f · Fees: investment management

    total $39,776 · management and general $39,776

  • 11g · Fees: other

    total $1,174,876 · program services $882,338 · management and general $292,538

  • 12 · Advertising and promotion

    total $76,500 · program services $42,702 · management and general $33,798

  • 14 · Information technology

    total $275,493 · program services $264,176 · management and general $11,317

  • 16 · Occupancy

    total $1,075,546 · program services $896,830 · management and general $178,716

  • 17 · Travel

    total $31,538 · program services $10,938 · management and general $20,600

  • 19 · Conferences, conventions and meetings

    total $59,712 · program services $20,709 · management and general $39,003

  • 22 · Depreciation, depletion and amortization

    total $553,652 · program services $551,648 · management and general $2,004

  • 23 · Insurance

    total $84,711 · program services $84,862 · management and general -$151

  • 24a · Other expenses: SUPPLIES

    total $2,333,807 · program services $2,205,172 · management and general $128,635

  • 24b · Other expenses: LICENCES AND FEES

    total $196,354 · program services $120,814 · management and general $75,540

  • 24c · Other expenses: TRANSLATION AND LABORAT

    total $121,781 · program services $120,490 · management and general $1,291

  • 24d · Other expenses: MISCELLANEOUS

    total $121,047 · program services $18,485 · management and general $102,562

  • 24e · All other expenses

    total $170,902 · program services $115,058 · management and general $55,844

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,363,076 · end of year $8,901,575

  • 4 · Accounts receivable

    beginning of year $640,023 · end of year $1,455,586

  • 8 · Inventories for sale or use

    beginning of year $169,845 · end of year $214,825

  • 9 · Prepaid expenses and deferred charges

    beginning of year $156,769 · end of year $202,685

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

    $8,288,272

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

    $5,281,324

  • 10c · Land, buildings and equipment, net

    beginning of year $3,006,371 · end of year $3,006,948

  • 11 · Investments: publicly traded securities

    beginning of year $5,795,154 · end of year $5,324,226

  • 15 · Other assets

    beginning of year $0 · end of year $3,787,646

  • 17 · Accounts payable and accrued expenses

    beginning of year $958,595 · end of year $1,565,312

  • 19 · Deferred revenue

    beginning of year $78,299 · end of year $487,658

  • 23 · Secured mortgages and notes payable

    beginning of year $1,455,000 · end of year $3,360,730

  • 25 · Other liabilities

    beginning of year $267 · end of year $10,877

  • 27 · Net assets without donor restrictions

    beginning of year $14,639,077 · end of year $17,468,914

Mission and programs · 2022

Mission

TO PROVIDE A QUALITY, AFFORDABLE, AND COMPASSIONATE HEALTH HOME FOR EVERY PATIENT, EVERY TIME, IN ALL COMMUNITIES.

Activities or mission (Part I)

TO PROVIDE A QUALITY, AFFORDABLE, AND COMPASSIONATE HEALTH HOME FOR EVERY PATIENT.

  • PATIENT SERVICES- AXESSPOINTE IS A FEDERALLY QUALIFIED HEALTH CENTER THAT BEGAN OPERATING IN 1995. IN 2022, WE CONTINUED TO PROVIDE COVID VACCINES WHEN NEEDED OR REQUESTED FOR A TOTAL OF 827 (64 JOHNSON & JOHNSON, 676 MODERNA, AND 87 MODERNA BOOSTERS), AND OVER 46,000 MEDICAL, DENTAL, BEHAVIORAL, AND WOMEN'S HEALTHCARE VISITS TO OVER 25,000 PATIENTS IN FOUR HEALTH CENTERS LOCATED IN SUMMIT AND PORTAGE COUNTIES. OUR HEALTH CENTERS ARE IN KENT, AKRON, AND BARBERTON. WE HAVE A FULL 340(B) PHARMACY PROGRAM AT THREE OF OUR FOUR HEALTH CENTERS. WE SERVE ALL PATIENTS, PEDIATRIC THROUGH GERIATRIC AGES. ONCE YOU ARE A PATIENT OF AXESSPOINTE, THERE IS NO NEED FOR ANY FAMILY MEMBER TO SEEK PRIMARY CARE TREATMENT OUTSIDE OF OUR HEALTH CENTERS. WE FOCUS ON THE MEDICALLY UNDERSERVED POPULATIONS IN SUMMIT AND PORTAGE COUNTIES INCLUDING MEDICARE, MEDICAID AND UNINSURED PATIENTS. WE OFFER A SLIDING-FEE-SCALE TO PATIENTS WHO QUALIFY DEPENDING ON THEIR HOUSEHOLD SIZE AND INCOME. OUR PATIENT POPULATION IN 2022 WAS APPROXIMATELY 32% MEDICAID, 10% SELF-PAY, 26% MEDICARE, AND 32% COMMERCIAL. NO PATIENT IS TURNED AWAY FOR CARE REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES. WE HAVE PARTNERSHIPS WITH THE LOCAL HOSPITALS FOR SERVICES BEYOND OUR SCOPE AND WE EXCHANGE HEALTH INFORMATION FOR CONTINUITY OF CARE IN AND OUT OF OUR HEALTH CENTERS. WE OFFER WRAP-AROUND SERVICES TO TREAT PEOPLE IN NEED. OUR HEALTH CENTERS HAVE STAFF THAT ASSIST WITH OBTAINING MEDICAID AND MEDICARE HEALTH INSURANCE, EVEN ON THE DAY OF THE APPOINTMENT. OUR COMMUNITY HEALTH WORKERS ALSO ASSIST WITH TRANSPORTATION, HOUSING, UTILITIES, AND NAVIGATING OTHER COMMUNITY RESOURCES. ALL OF OUR HEALTH CENTERS ALSO HAVE A FOOD PANTRY AND PERSONAL HYGIENE CLOSET THAT INCLUDES FEMININE HYGIENE PRODUCTS, TOILETRIES, LAUNDRY DETERGENT, AND OTHER HOUSEHOLD ITEMS. WE AT AXESSPOINTE HAVE TAKEN THE EXTRA STEP TO REACH OUT TO OUR PATIENTS JUST TO "CHECK-IN AND WHENEVER POSSIBLE, OUR TEAM DELIVERS ITEMS TO ENSURE THAT OUR PATIENTS KNOW HOW MUCH WE VALUE THAT RELATIONSHIP.MEDICAL - WE PROVIDED APPROXIMATELY 41,000 MEDICAL, BEHAVIORAL, AND WOMEN'S HEALTH VISITS TO OUR PATIENTS. ALL OF OUR LOCATIONS (ARLINGTON, BARBERTON, KENT, AND PORTAGE PATH) PROVIDE MEDICAL CARE TO OUR PATIENT POPULATION. OUR SERVICES INCLUDE ADULT AND PEDIATRIC CARE, CHRONIC DISEASE MANAGEMENT, VACCINES AND IMMUNIZATIONS, GERIATRIC CARE, MEDICATION-ASSISTED TREATMENT, MENTAL HEALTH COUNSELING, WOMEN'S HEALTH, PHYSICALS AND HEALTH SCREENINGS, RAPID HIV SCREENING, STD TESTING AND TREATMENT, VISION SCREENING AS WELL AS HEARING TESTING. WE OFFER TELEHEALTH SERVICES FOR MOST TYPES OF VISITS IF TRANSPORTATION IS A BARRIER TO CARE.OUR BEHAVIORAL HEALTH PROGRAM IS AN INTEGRATED BEHAVIORAL HEALTH PROGRAM WHERE PATIENTS THAT PRESENT A NEED CAN SEE A COUNSELOR WHILE IN THE HEALTH CENTER FOR A MEDICAL VISIT. THIS PROGRAM MINIMIZES THE IMPACT ON PATIENTS FOR EXTERNAL REFERRALS AND AVOIDS ANY TRANSPORTATION ISSUES.WE ALSO OFFER SAME-DAY APPOINTMENTS FOR PATIENTS IN NEED. SELECTED OUTREACH EVENTS INCLUDE WOMEN'S HEALTH DAYS FOR FREE MAMMOGRAMS AND PAP SCREENINGS, RAVENNA BALLOON-A FAIR, "BACK TO SCHOOL" SHOE AND BACK-PACK WITH THE REMEDY CHURCH, BARBERTON MUM FESTIVAL, AND VARIOUS NAACP EVENTS. WE MAINTAIN A REGULAR PRESENCE AT SEVERAL OF OUR COMMUNITY PARTNERS, INCLUDING KENTWAY, AMHA HOUSING, RIVERWOOD CHAPEL, THE REMEDY CHURCH, AND GUYS & GALS.

    Expenses $6,481,074 · Revenue $4,980,386

  • PHARMACY - 2,500 OF OUR PATIENTS UTILIZE THE ORGANIZATION'S 340(B) PHARMACY PROGRAM LOCATED IN OUR ARLINGTON, KENT, AND BARBERTON HEALTH CENTERS. IT PROVIDES CONVENIENCE, COUNSELING, AND TIMELY FILL OF PRESCRIPTIONS IN ADDITION TO SUBSTANTIAL SAVINGS OVER TRADITIONAL PHARMACIES FOR OUR UNINSURED PATIENTS. IN 2022, WE FILLED 87,552 INDIVIDUAL PRESCRIPTIONS. OF THE TOTAL PRESCRIPTIONS, 8% WERE TO SLIDING-FEE-SCALE PATIENTS. OUR PHARMACISTS PROVIDED PATIENT CONSULTATIONS FOR MEDICATION THERAPY MANAGEMENT, SPIROMETRY, ANTICOAGULATION, AND OTHER PATIENT SERVICES. ADDITIONALLY, OVER 12,000 INDIVIDUAL TELEPHONE ENCOUNTERS WERE PROVIDED FOR PATIENT FOLLOW-UP INTERVENTIONS. BEYOND YOUR LOCAL PICK-UP AT OUR PHARMACIES, WE OFFER FREE DELIVERY AND MAIL ORDER DELIVERY TO PATIENTS WHO DO NOT HAVE ADEQUATE ACCESS TO TRANSPORTATION. WE HAD APPROXIMATELY 7,500 DELIVERIES FOR APPROXIMATELY 75,000 SCRIPTS. THE 340(B) PROGRAM PASSES COST SAVINGS TO UNINSURED PATIENTS AND ENHANCES THEIR ACCESS TO NEEDED MEDICATIONS. FINALLY, OUR PHARMACY TEAM WORKS COLLABORATIVELY WITH OUR CLINICAL TEAM FOR EXPEDITED RESOLUTION FOR OUR PATIENTS.

    Expenses $4,127,073 · Revenue $6,994,708

  • DENTAL: WE PROVIDED OVER 12,000 DENTAL VISITS TO OUR PATIENTS. OUR THREE CORE LOCATIONS (ARLINGTON, BARBERTON, AND KENT) PROVIDE DENTAL CARE TO OUR PATIENT POPULATION. OUR DENTAL PROGRAM INCLUDES TRADITIONAL EXAMS, ENDODONTICS, EXTRACTIONS, RESTORATIVE SERVICES, PEDIATRIC SEALANTS, AND FLUORIDE TREATMENTS. WE TREAT BOTH ADULT AND PEDIATRIC PATIENTS. OUR PROVIDERS ALSO OFFER AN OUTREACH SERVICE TO HEAD START PROGRAMS AT LOCAL SCHOOLS FOR BOTH INSURED AND UNINSURED PATIENTS FOR DENTAL SCREENINGS. FINALLY, WE OFFER FREE SERVICES UNDER OUR "GIVE KIDS A SMILE" PROGRAM ONCE A YEAR TO APPROXIMATELY 50 CHILDREN AT OUR ARLINGTON HEALTH CENTER.

    Expenses $1,998,349 · Revenue $1,001,452

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • REBECCA CALLAHAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MARIE CURRY

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • GRAHAM CURTIS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RITA AGGARWAL

    SECRETARY (THRU OCT 2022)

    Total calculated
    $0
    Hours/week
    1

  • ALAN BOWERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LARRY CHADWICK

    BOARD MEMBER (RESIGNED 02/22)

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM CHILDERS

    SECRETARY (AS OF NOV 2022)

    Total calculated
    $0
    Hours/week
    1

  • WILL KAISER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH LANG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN LOWRY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH MANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAUREN SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIDGET SUSEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA TAYLOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR EDWARD SCOTT

    CHIEF MEDICAL OFFICER, MD

    Total calculated
    $363,464
    From this org
    $301,144
    From related orgs
    $0
    Other
    $62,320
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,144
    Bonus
    $0
    Other
    $0
    Deferred
    $33,126
    Nontaxable benefits
    $29,194
    Filer's total
    $363,464

  • DR KRISTIE L ENGLER-LYNAUGH

    CHIEF DENTAL OFFICER

    Total calculated
    $214,619
    From this org
    $176,878
    From related orgs
    $0
    Other
    $37,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,878
    Bonus
    $0
    Other
    $0
    Deferred
    $26,532
    Nontaxable benefits
    $11,209
    Filer's total
    $214,619

  • CHRISTINE STATES MBA

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $191,738
    From this org
    $168,059
    From related orgs
    $0
    Other
    $23,679
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,059
    Bonus
    $0
    Other
    $0
    Deferred
    $17,039
    Nontaxable benefits
    $6,640
    Filer's total
    $191,738

  • MARK FRISONE

    EXECUTIVE DIRECTOR

    Total calculated
    $89,225
    From this org
    $84,976
    From related orgs
    $0
    Other
    $4,249
    Hours/week
    20

  • GREG MUSCI

    CFO

    Total calculated
    $46,211
    From this org
    $41,538
    From related orgs
    $0
    Other
    $4,673
    Hours/week
    20

  • JENNIFER HAYES

    FORMER CFO

    Total calculated
    $101,959
    From this org
    $88,671
    From related orgs
    $0
    Other
    $13,288
    Hours/week
    40

  • DR VIKIL K GIRDHAR

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $256,794
    From this org
    $250,154
    From related orgs
    $0
    Other
    $6,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,154
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,640
    Filer's total
    $256,794

  • MICHELLE MORENO SCHMEISER

    FAMILY PHYSICIAN

    Total calculated
    $209,428
    From this org
    $184,805
    From related orgs
    $0
    Other
    $24,623
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $184,805
    Bonus
    $0
    Other
    $0
    Deferred
    $24,623
    Nontaxable benefits
    $0
    Filer's total
    $209,428

  • ANN GRANEY

    DENTIST

    Total calculated
    $201,521
    From this org
    $160,078
    From related orgs
    $0
    Other
    $41,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,078
    Bonus
    $0
    Other
    $0
    Deferred
    $34,803
    Nontaxable benefits
    $6,640
    Filer's total
    $201,521

  • DR SHILPA KAPOOR

    DIRECTOR OF ADVANCED DENTISTRY

    Total calculated
    $160,945
    From this org
    $158,499
    From related orgs
    $0
    Other
    $2,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,499
    Bonus
    $0
    Other
    $0
    Deferred
    $1,577
    Nontaxable benefits
    $869
    Filer's total
    $160,945

  • CARMEN LENGHEL

    DENTIST

    Total calculated
    $168,501
    From this org
    $154,450
    From related orgs
    $0
    Other
    $14,051
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,450
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,051
    Filer's total
    $168,501

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.

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202303129349304365

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