Form 990 for tax year 2023
Filed by ACCESSIA HEALTH.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 7 July 2025. matched by us Only the Part I totals and the names listed in Part VII 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
- $29,752,502
- Total expenses
- $22,538,687
- Contributions and grants received
- $27,016,296
- Grants paid
- $15,927,412
- Program service revenue
- $549,044
- Investment income
- $2,118,365
- Other revenue
- $68,797
- Total assets, end of year
- $97,949,298
- Total liabilities, end of year
- $936,549
- Net assets or fund balances, end of year
- $97,012,749
- Program services expenses (Part IX)
- $19,218,159
- Management and general expenses
- $2,228,132
- Fundraising expenses
- $1,092,396
- Program service expenses (Part III)
- $19,218,159
Program services were 85.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BRIAN LANDRY
VICE CHAIR AND SECRETARY
- Total calculated
- $10,000
- From this org
- $10,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.2
-
MITCH MULA
BOARD CHAIR
- Total calculated
- $7,500
- From this org
- $7,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5.3
-
RUSSEL PHILLIPS JR
TREASURER
- Total calculated
- $10,000
- From this org
- $10,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.2
-
BRIAN FINK
BOARD MEMBER
- Total calculated
- $10,000
- From this org
- $10,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.8
-
HOWARD LEE SMITH
BOARD MEMBER
- Total calculated
- $10,000
- From this org
- $10,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.7
-
LUD KIMBROUGH III
BOARD MEMBER
- Total calculated
- $10,000
- From this org
- $10,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
TERRIE GLASS
BOARD MEMBER
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
DEANNA CALLAHAN
CHIEF COMPLIANCE OFFICER (Outgoing)
- Total calculated
- $130,630
- From this org
- $120,415
- From related orgs
- $0
- Other
- $10,215
- Hours/week
- 40
-
GWEN COOPER
CEO/ PRESIDENT (Outgoing)
- Total calculated
- $607,582
- From this org
- $587,477
- From related orgs
- $0
- Other
- $20,105
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,477
- Bonus
- $0
- Other
- $375,000
- Deferred
- $7,500
- Nontaxable benefits
- $12,605
- Filer's total
- $607,582
-
MICHAEL HOLDREN
EVP, INFORMATION TECHNOLOGY
- Total calculated
- $187,174
- From this org
- $179,999
- From related orgs
- $0
- Other
- $7,175
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,999
- Bonus
- $0
- Other
- $0
- Deferred
- $7,175
- Nontaxable benefits
- $0
- Filer's total
- $187,174
-
TIARA GREEN
PRESIDENT (Promotion)
- Total calculated
- $182,904
- From this org
- $177,348
- From related orgs
- $0
- Other
- $5,556
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,348
- Bonus
- $0
- Other
- $0
- Deferred
- $5,556
- Nontaxable benefits
- $0
- Filer's total
- $182,904
-
ANNA BROWN
VP, MARKETING & COMMUNICATIONS
- Total calculated
- $123,875
- From this org
- $123,875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
DAVID GRIFFITHS
VP, DEVELOPMENT
- Total calculated
- $175,109
- From this org
- $138,597
- From related orgs
- $0
- Other
- $36,512
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,347
- Bonus
- $250
- Other
- $0
- Deferred
- $5,916
- Nontaxable benefits
- $30,596
- Filer's total
- $175,109
-
JENNIFER NOONAN
VP, CLINICAL STRATEGY AND PATIENT ENGAGEMENT
- Total calculated
- $122,635
- From this org
- $117,825
- From related orgs
- $0
- Other
- $4,810
- Hours/week
- 40
-
LAMONT BROWN
EVP, FINANCE & ADMINISTRATION
- Total calculated
- $181,626
- From this org
- $148,073
- From related orgs
- $0
- Other
- $33,553
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,073
- Bonus
- $0
- Other
- $0
- Deferred
- $6,242
- Nontaxable benefits
- $27,311
- Filer's total
- $181,626
-
MARK BONAFE
SENIOR SOFTWARE ENGINEER
- Total calculated
- $145,074
- From this org
- $139,518
- From related orgs
- $0
- Other
- $5,556
- 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
- 4a · Severance or change-of-control payment
Answered no
- 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
The filer's explanations (Part III)
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- Gwen Cooper received a $375,000 separation payment per employment contract agreement with Board of Directors.
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.
-
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.
-
C Corporation · THIRD PARTY SERVICES FOR PATIENT ADMINISTRATIVE NEEDS · CA · 100% owned · share of income $0 · share of assets $6,423 · controlled entity
Directly controlled by ACCESSIA HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510489349301671
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