Civic Intelligence

Access Health Inc.

990 • Fiscal year 2019 • EIN 38-3481152

Oct 01, 2018 to Sep 30, 2019 • Filed on Nov 18, 2019

1200 Ransom Suite 102Muskegon, MI 49440

(231) 728-5180

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.16x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$198,077

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

11th percentile

-8.0%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-1.1%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$8,471,635

Down $735,431 (-8.0%) from 2018

Net Assets

Down

$8,257,845

Down $631,821 (-7.1%) from 2018

Liabilities

Down

$213,790

Down $103,610 (-33%) from 2018

Revenue

Down

$1,374,801

Down $15,656 (-1.1%) from 2018

Expenses

Down

$2,102,667

Down $206,619 (-8.9%) from 2018

Net Income

Up

-$727,866

Up $190,963 (+21%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $11,915,919Liabilities 2011: $954,919Net Assets 2011: $10,961,0002011Assets 2012: $13,233,685Liabilities 2012: $564,237Net Assets 2012: $12,669,4482012Assets 2013: $14,881,921Liabilities 2013: $898,832Net Assets 2013: $13,983,0892013Assets 2014: $15,729,378Liabilities 2014: $659,680Net Assets 2014: $15,069,6982014Assets 2015: $13,692,152Liabilities 2015: $602,340Net Assets 2015: $13,089,8122015Assets 2016: $11,636,388Liabilities 2016: $424,821Net Assets 2016: $11,211,5672016Assets 2017: $10,340,152Liabilities 2017: $331,424Net Assets 2017: $10,008,7282017Assets 2018: $9,207,066Liabilities 2018: $317,400Net Assets 2018: $8,889,6662018Assets 2019: $8,471,635Liabilities 2019: $213,790Net Assets 2019: $8,257,8452019Assets 2020: $8,188,413Liabilities 2020: $353,813Net Assets 2020: $7,834,6002020Assets 2021: $8,179,905Liabilities 2021: $369,918Net Assets 2021: $7,809,9872021Assets 2022: $7,665,235Liabilities 2022: $267,955Net Assets 2022: $7,397,2802022Assets 2023: $7,600,022Liabilities 2023: $306,700Net Assets 2023: $7,293,3222023Assets 2025: $8,837,248Liabilities 2025: $373,103Net Assets 2025: $8,464,1452025

Highlighted filing

2019

Assets$8,471,635
Liabilities$213,790
Net Assets$8,257,845

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $6,741,377Expenses 2011: $5,733,924Net Income 2011: $1,007,4532011Expenses 2012: $4,886,8192012Revenue 2013: $6,311,940Expenses 2013: $5,093,025Net Income 2013: $1,218,9152013Revenue 2014: $5,910,351Expenses 2014: $4,951,749Net Income 2014: $958,6022014Revenue 2015: $3,332,509Expenses 2015: $4,540,968Net Income 2015: -$1,208,4592015Revenue 2016: $1,438,940Expenses 2016: $3,885,751Net Income 2016: -$2,446,8112016Revenue 2017: $1,876,772Expenses 2017: $3,261,795Net Income 2017: -$1,385,0232017Revenue 2018: $1,390,457Expenses 2018: $2,309,286Net Income 2018: -$918,8292018Revenue 2019: $1,374,801Expenses 2019: $2,102,667Net Income 2019: -$727,8662019Revenue 2020: $1,235,369Expenses 2020: $1,644,732Net Income 2020: -$409,3632020Revenue 2021: $1,441,165Expenses 2021: $1,612,672Net Income 2021: -$171,5072021Revenue 2022: $2,373,611Expenses 2022: $2,027,995Net Income 2022: $345,6162022Revenue 2023: $2,421,071Expenses 2023: $2,782,077Net Income 2023: -$361,0062023Revenue 2025: $3,289,105Expenses 2025: $3,224,750Net Income 2025: $64,3552025

Highlighted filing

2019

Revenue$1,374,801
Expenses$2,102,667
Net Income-$727,866
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Gross Receipts
$2,426,648
Mission and Program Overview

Mission

The mission of access health is to offer an integrated community-based health improvement program for those residents who otherwise would not receive services. The vision for access health is to provide access to appropriate health care through the effective use of community resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,540,829$5,838,654▼ $702,175
Accounts Receivable$144,818$222,971▲ $78,153
Land, Buildings, and Equipment, Net$241,144$212,726▼ $28,418
Cash and Non-Interest-Bearing Accounts$131,471$58,701▼ $72,770
Prepaid Expenses and Deferred Charges$15,151$11,211▼ $3,940
Inventories for Sale or Use$7,029$1,035▼ $5,994
Total Assets$9,207,066$8,471,635▼ $735,431
Other Assets Total$2,126,624$2,126,337▼ $287
Liabilities
Other Liabilities$251,100$183,029▼ $68,071
Accounts Payable and Accrued Expenses$66,300$30,761▼ $35,539
Total Liabilities$317,400$213,790▼ $103,610
Net Assets / Fund Balance
Unrestricted Net Assets$8,889,666$8,257,845▼ $631,821
Total Net Assets Fund Balance$8,889,666$8,257,845▼ $631,821
Total Liabilities and Net Assets / Fund Balance$9,207,066$8,471,635▼ $735,431

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$143,555$470,216$613,771
Other Land Buildings$9,171$554,923$564,094
Land$60,000-$60,000
Other Assets Org$801,337--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeff S FortenbacherExecutive DiFT$198,077$198,077
Jeff S FortenbacherExecutive Director-$198,077$198,077

Board Members and Trustees

NameTitle
Donald ShampinePresident
Amy VanloonDirector
Brianna ScottDirector
Park KersmanDirector
Trynette Lottie-harpsDirector
Rick SnellenbergerDirector/fin
Christine RobereSecretary
Kathy MooreTreasurer/fi
Dr F Remington SpragueVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Mercy Health PartnersPhysician/hospi1500 E SHERMAN BLVD, Muskegon, MI 49444$550,000
Public Health Muskegon CountyFund Admin209 E APPLE AVE, Muskegon, MI 49442$369,680
Advanced Medical & Behavioral HealthContract Ex Dir2964 LAKESHORE DR, Muskegon, MI 49441$198,077
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,088,775
Investment Income
$232,589
Other Revenue
$53,437
Change in Net Assets
$-727,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,129,879
Salaries, Compensation, and Employee Benefits$972,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$569,121$110,039-$679,160
Current Officers, Directors, Trustees, and Key Employees$178,737$16,085-$194,822
Information Technology$113,789$4,188-$117,977
Fees for Services Other$39,166$52,372-$91,538
Payroll Taxes$42,315$8,182-$50,497
Occupancy$28,533$20,082-$48,615
Other Employee Benefits$40,482$7,827-$48,309
Insurance$27,260$2,554-$29,814
Depreciation Depletion$27,194$2,473-$29,667
Office Expenses$19,358$6,640-$25,998
Fees for Services Accounting$20,665$1,860-$22,525
Conferences and Meetings$5,890$2,539-$8,429
Travel$2,342$5,725-$8,067
Advertising$3,722$3,927-$7,649
Other Expenses$260$60-$320
Total Functional Expenses$1,855,066$247,601$0$2,102,667
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Vice PresidentPhysician/hospitalNo$550,000
-TreasurerAdministered FundNo$369,680
-PresidentInsuranceNo$25,572
-Board MemberHealth ImprovementNo$12,340
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Health Claims Payable$171,733
Checks Drawn Against Future Deposit$11,296
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The organization pays advanced medical & behavioral health services, inc. For contract services in which the corporation provides the services of jeff fortenbacher as executive director to access health inc. As such, the organization delegates control over management duties to advanced medical & behavior health services, inc. The amount paid for those services is disclosed on schedule j and in part vii.

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the finance committee and is made available to all board members.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest is monitored by a review of all financial transactions by top management; board members are required to recluse themselves from voting on matters that relate to contracts between access health and their employer. Annual conflict of interest disclosures are required by all board members and senior management and each employee and contractor is required to disclose any possible conflicts of interest or to not engage in any.

Form 990, Page 6, Part VI, Line 15A

The board of directors determined the compensation to pay for the services of the executive director as a leased employee. The executive director proposes compensation for all other leased employees, and the board of directors approves.

Form 990, Page 6, Part VI, Line 15B

The board of directors determined the compensation to pay for the services of the executive director as a leased employee. The executive director proposes compensation for all other leased employees, and the board of directors approves.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available upon request. Contact information is provided on the organization's website. Additionally, the articles of nonprofit incorporation and annual reports are available from michigan dept of energy, labor & economic growth at www.dleg.state.mi.us/bcs_corp/sr_corp.asp.

Form 990, Part VII

The organization pays advanced medical & behavioral health services, inc. For contract personnel services for jeff fortenbacher as executive director. The amount paid for those services is disclosed in part vii and part ix, line 5. The organization pays access resource solutions for leased employees. The amount paid for those services is 619,160 and is disclosed in part ix, line 7.

Filing and Contact Details

Filer

Filer Name
Access Health
EIN
38-3481152
Phone
2317285180
Address
1200 RANSOM SUITE 102, MUSKEGON, MI 49440

Signing Officer

Name
Jeff S Fortenbacher
Title
Executive Director
Phone
2317285180
Signed
2019-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff S Fortenbacher
Formed
1999
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
1

Preparer

Firm
Brickley Delong Pc
Address
PO BOX 999, MUSKEGON, MI 49443-0999
Preparer
Brenda K Jacobs
Phone
2317265800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of access health is to offer an integrated community-based health improvement program for those residents who otherwise would not receive services. The vision for access health is to provide access to appropriate health care through the effective use of community resources.

Form 990, Page 2, Part III, Line 2

Access-mercy health the organization operates a two-year pilot care coordination program to manage the care of mercy healths charitable care population.

Form 990, Page 2, Part III, Line 4C

Access-mercy health the organization operates a two-year pilot care coordination program to manage the care of mercy healths charitable care population. Within this pilot, patients are enrolled in a coverage program that provides a coordinated approach to care that allows participants to appropriately access mercy health services including primary care, laboratory services, and prevention care. The phased implementation approach consists of an initial launch in the in the muskegon mercy health catchment area, where the infrastructure already exists, followed by a launch in grand rapids saint marys mercy health catchment area. This allows for the foundational refinement of core program elements while building the infrastructure and assessing the similarities and differences between the muskegon and grand rapids populations.

Form 990, Page 2, Part III, Line 4D

Education access health, in collaboration with muskegon community college and the michigan community health worker alliance, launched the community health worker training program. A member of the organization provides education and training to the students participating in the program. Sims access health provides services in contract and coordination to develop care plans and provide analysis of emergency room utilization data for the muskegon care population. The organization will integrate the model for health coaching to support the health behavior change component of the clinical community linkages.

Financial Statement Notes

Schedule D, Page 3, Part X

The organization and its subsidiary adopted accounting standars codification ("asc") 740-10 as it relates to uncertain tax positions. Any interest and penalties recognized associated with a tax provision are classsified as current in the organization and its subsidiary's financial statements. The organization and its subsidiary have evaluated their tax positions taken for all open tax years. Federal, state and local tax returns generally remain open for examination by the various taxing authorities for a period of three to four years. The organization and its subsidiary are not currently under audit nor have they been contacted by any of these jurisdictions. Based on the evaluation of the organization and its subsidiary's tax positions, management believes all positions taken would be upheld under examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for the years ended september 30, 2019 and 2018.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER/FI
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR/FIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DI
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IRS990/MissionDesc0THE MISSION OF ACCESS HEALTH IS TO OFFER AN INTEGRATED COMMUNITY-BASED HEALTH IMPROVEMENT PROGRAM FOR THOSE RESIDENTS WHO OTHERWISE WOULD NOT RECEIVE SERVICES. THE VISION FOR ACCESS HEALTH IS TO PROVIDE ACCESS TO APPROPRIATE HEALTH CARE THROUGH THE EFFECTIVE USE OF COMMUNITY RESOURCES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE CHI PLAN OR "COMMUNITY HEALTH IMPROVEMENT" PLAN IS A WELLNESS PRODUCT. THE CHI PLAN IS DESIGNED TO USE PREVENTATIVE MEASURES SUCH AS BIOMETRIC TESTING AND HEALTH RISK ASSESSMENTS TO IDENTIFY HEALTH CONCERNS. ALONG WITH THIS TESTING, INDIVIDUAL HEALTH COACHING CAN BE UTILIZED TO DESIGN AN INDIVIDUALIZED PLAN OF ACTION TO ADDRESS HEALTH CONCERNS. SERVED APPROXIMATELY 120 PARTICIPANTS.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt047429
IRS990/ProgSrvcAccomActy3Grp/Desc0ACCESS-MERCY HEALTH THE ORGANIZATION OPERATES A TWO-YEAR PILOT CARE COORDINATION PROGRAM TO MANAGE THE CARE OF MERCY HEALTHS CHARITABLE CARE POPULATION. WITHIN THIS PILOT, PATIENTS ARE ENROLLED IN A COVERAGE PROGRAM THAT PROVIDES A COORDINATED APPROACH TO CARE THAT ALLOWS PARTICIPANTS TO APPROPRIATELY ACCESS MERCY HEALTH SERVICES INCLUDING PRIMARY CARE, LABORATORY SERVICES, AND PREVENTION CARE. THE PHASED IMPLEMENTATION APPROACH CONSISTS OF AN INITIAL LAUNCH IN THE IN THE MUSKEGON MERCY HEALTH CATCHMENT AREA, WHERE THE INFRASTRUCTURE ALREADY EXISTS, FOLLOWED BY A LAUNCH IN GRAND RAPIDS SAINT MARYS MERCY HEALTH CATCHMENT AREA. THIS ALLOWS FOR THE FOUNDATIONAL REFINEMENT OF CORE PROGRAM ELEMENTS WHILE BUILDING THE INFRASTRUCTURE AND ASSESSING THE SIMILARITIES AND DIFFERENCES BETWEEN THE MUSKEGON AND GRAND RAPIDS POPULATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0120439
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0169211
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EDUCATION ACCESS HEALTH, IN COLLABORATION WITH MUSKEGON COMMUNITY COLLEGE AND THE MICHIGAN COMMUNITY HEALTH WORKER ALLIANCE, LAUNCHED THE COMMUNITY HEALTH WORKER TRAINING PROGRAM. A MEMBER OF THE ORGANIZATION PROVIDES EDUCATION AND TRAINING TO THE STUDENTS PARTICIPATING IN THE PROGRAM. SIMS ACCESS HEALTH PROVIDES SERVICES IN CONTRACT AND COORDINATION TO DEVELOP CARE PLANS AND PROVIDE ANALYSIS OF EMERGENCY ROOM UTILIZATION DATA FOR THE MUSKEGON CARE POPULATION. THE ORGANIZATION WILL INTEGRATE THE MODEL FOR HEALTH COACHING TO SUPPORT THE HEALTH BEHAVIOR CHANGE COMPONENT OF THE CLINICAL COMMUNITY LINKAGES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0189500
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN SUBSIDIARY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION AND ITS SUBSIDIARY ADOPTED ACCOUNTING STANDARS CODIFICATION ("ASC") 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS. ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX PROVISION ARE CLASSSIFIED AS CURRENT IN THE ORGANIZATION AND ITS SUBSIDIARY'S FINANCIAL STATEMENTS. THE ORGANIZATION AND ITS SUBSIDIARY HAVE EVALUATED THEIR TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. THE ORGANIZATION AND ITS SUBSIDIARY ARE NOT CURRENTLY UNDER AUDIT NOR HAVE THEY BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE ORGANIZATION AND ITS SUBSIDIARY'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED SEPTEMBER 30, 2019 AND 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFF S FORTENBACHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2018, ADVANCED MEDICAL & BEHAVIORAL HEALTH SERVICES, INC. PAID 198,077 IN SALARY AND FRINGES FOR THE EXECUTIVE DIRECTOR AS AN EMPLOYEE.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.84$0.37$8.46$3.29$3.22$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.31$7.29$2.42$2.78$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$0.27$7.40$2.37$2.03$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.18$0.37$7.81$1.44$1.61$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.19$0.35$7.83$1.24$1.64$0.41
2019Detailed filing. Detailed filing data is available for this year.$8.47$0.21$8.26$1.37$2.10$0.73
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.21$0.32$8.89$1.39$2.31$0.92
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.33$10.0$1.88$3.26$1.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.42$11.2$1.44$3.89$2.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.60$13.1$3.33$4.54$1.21
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.66$15.1$5.91$4.95$0.96
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.9$0.90$14.0$6.31$5.09$1.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.56$12.7$4.89
2011Summary only. Only limited summary data is available for this year.$11.9$0.95$11.0$6.74$5.73$1.01
Peer Organizations

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