Civic Intelligence

Access to Independence Inc.

990 • Fiscal year 2022 • EIN 39-1240200

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 01, 2023

Organization ProfileWWW.ACCESSTOIND.ORG
3810 Milwaukee StreetMadison, WI 53714

(608) 242-8484

Siviq Scores

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

Liabilities / Assets

85th percentile

0.51x

Higher debt load relative to assets than 85% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.18x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

33rd percentile

-1.0%

Higher net margin than 33% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$90,363

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

86th percentile

43%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-3.1%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$458,728

Up $136,963 (+43%) from 2021

Net Assets

Down

$223,403

Down $13,445 (-5.7%) from 2021

Liabilities

Up

$235,325

Up $150,408 (+177%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin33rd percentile

Revenue

Down

$1,296,822

Down $41,650 (-3.1%) from 2021

Expenses

Down

$1,310,267

Down $9,825 (-0.7%) from 2021

Net Income

Down

-$13,445

Down $31,825 (-173%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$600K$400K$200K$0Assets 2011: $190,663Liabilities 2011: $97,860Net Assets 2011: $92,8032011Assets 2012: $201,920Liabilities 2012: $81,177Net Assets 2012: $120,7432012Assets 2013: $192,915Liabilities 2013: $71,672Net Assets 2013: $121,2432013Assets 2014: $179,361Liabilities 2014: $70,890Net Assets 2014: $108,4712014Assets 2015: $189,654Liabilities 2015: $90,753Net Assets 2015: $98,9012015Assets 2016: $209,118Liabilities 2016: $63,893Net Assets 2016: $145,2252016Assets 2017: $215,580Liabilities 2017: $25,772Net Assets 2017: $189,8082017Assets 2018: $264,420Liabilities 2018: $42,804Net Assets 2018: $221,6162018Assets 2019: $276,772Liabilities 2019: $65,055Net Assets 2019: $211,7172019Assets 2020: $322,216Liabilities 2020: $103,748Net Assets 2020: $218,4682020Assets 2021: $321,765Liabilities 2021: $84,917Net Assets 2021: $236,8482021Assets 2022: $458,728Liabilities 2022: $235,325Net Assets 2022: $223,4032022Assets 2023: $396,094Liabilities 2023: $247,703Net Assets 2023: $148,3912023Assets 2024: $531,566Liabilities 2024: $301,866Net Assets 2024: $229,7002024

Highlighted filing

2022

Assets$458,728
Liabilities$235,325
Net Assets$223,403
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $783,300Expenses 2011: $745,764Net Income 2011: $37,5362011Revenue 2012: $754,036Expenses 2012: $726,096Net Income 2012: $27,9402012Revenue 2013: $758,297Expenses 2013: $757,797Net Income 2013: $5002013Revenue 2014: $732,039Expenses 2014: $744,811Net Income 2014: -$12,7722014Revenue 2015: $857,570Expenses 2015: $867,140Net Income 2015: -$9,5702015Revenue 2016: $920,145Expenses 2016: $873,821Net Income 2016: $46,3242016Revenue 2017: $880,253Expenses 2017: $835,670Net Income 2017: $44,5832017Revenue 2018: $1,043,061Expenses 2018: $1,011,253Net Income 2018: $31,8082018Revenue 2019: $1,149,937Expenses 2019: $1,159,836Net Income 2019: -$9,8992019Revenue 2020: $1,208,032Expenses 2020: $1,201,281Net Income 2020: $6,7512020Revenue 2021: $1,338,472Expenses 2021: $1,320,092Net Income 2021: $18,3802021Revenue 2022: $1,296,822Expenses 2022: $1,310,267Net Income 2022: -$13,4452022Revenue 2023: $1,865,408Expenses 2023: $1,940,420Net Income 2023: -$75,0122023Revenue 2024: $1,766,901Expenses 2024: $1,685,592Net Income 2024: $81,3092024

Highlighted filing

2022

Revenue$1,296,822
Expenses$1,310,267
Net Income-$13,445
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 1, 2023
Return Version
2022v5.0
Gross Receipts
$1,296,822
Mission and Program Overview

Mission

Access to Independence, Inc. is a non-profit, consumer controlled Independent Living Center (ILC) that provides an array of services to people of all ages with all types of disabilities in Dane, Columbia, Green, and Dodge counties in south-central Wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$161,236$249,123▲ $87,887
Cash and Non-Interest-Bearing Accounts$75,475--
Savings and Temporary Cash Investments$52,028$52,078▲ $50
Prepaid Expenses and Deferred Charges$11,523$19,420▲ $7,897
Accounts Receivable$11,208$15,389▲ $4,181
Land, Buildings, and Equipment, Net$2,088$1,209▼ $879
Total Assets$493,488$458,728▼ $34,760
Other Assets Total$179,930$121,509▼ $58,421
Liabilities
Other Liabilities$174,856$116,089▼ $58,767
Accounts Payable and Accrued Expenses$81,784$98,736▲ $16,952
Deferred Revenue-$20,500-
Total Liabilities$256,640$235,325▼ $21,315
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$236,848$223,403▼ $13,445
Total Net Assets Fund Balance$236,848$223,403▼ $13,445
Total Liabilities and Net Assets / Fund Balance$493,488$458,728▼ $34,760

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,209$6,215$7,424
Other Assets Org$5,651--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason BeloungyExecutive DirectorFT$65,166$25,197$90,363
Stacy DaytonChief Financial OfficerFT$47,895$10,884$58,779

Board Members and Trustees

NameTitle
Joanna StormPresident
Malachy BishopVice President
Christina BurzinskiDirector
David RosenthalDirector
Ernest LeeDirector
Furman AveryDirector
Jane NemkeDirector
Nathan AltmanDirector
Sam KatzDirector
Sarah BarnesDirector
Wendy WeilerDirector
Keith WantaPast Treasurer
Carlyn MuellerSecretary
Greg SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,227,984
Program Service Revenue
$62,276
Investment Income
$23
Other Revenue
$6,539
All Other Contributions
$73,389
Change in Net Assets
$-13,445

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,296,822
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,296,822
Total Revenue per Form 990
$1,296,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$750,861
Other Expenses$559,406
Total Fundraising Expense$20,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$408,560$58,313$9,469$476,342
Fees for Services Other$208,111--$208,111
Current Officers, Directors, Trustees, and Key Employees$122,984$13,818$1,382$138,184
Occupancy$89,108$3,717$90$92,915
Office Expenses$84,729$3,551$492$88,772
Other Employee Benefits$69,059$10,004$1,775$80,838
Payroll Taxes$48,027$6,555$915$55,497
Fees for Services Management-$18,720-$18,720
Fees for Services Accounting-$15,275-$15,275
Advertising$10,907$1,331-$12,238
Travel$8,719$365$30$9,114
All Other Expenses$8,482$355$21$8,858
Insurance$7,533$320$149$8,002
Other Expenses$4,453$186$5,503$4,639
Depreciation Depletion$3,857$163$62$4,082
Information Technology$3,572$151$52$3,775
Conferences and Meetings$2,737$117$68$2,922
Interest$4--$4
Total Functional Expenses$1,155,363$134,288$20,616$1,310,267

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,310,267
Total Expenses per Audited Statements$1,310,267
Total Expenses per Form 990$1,310,267
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$110,120
Finance Lease Payable -long Term$4,530
Finance Lease Payable - Short Term$1,439
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - the board is provided the form 990 to review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Annually board members are asked to review and disclose any conflicts. The form is signed and kept on file.”

Form 990, Part VI, Section B, Line 15

“Finance manager and executive director complete the budget and include possible compensation increases for all staff. Once budget is complete, finance manager and executive director present it to the board and they have the final say in compensation for all staff.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Access to Independence Inc
EIN
39-1240200
Phone
6082428484
Address
3810 MILWAUKEE STREET, MADISON, WI 53714

Signing Officer

Name
Jason Beloungy
Title
Executive Director
Phone
6082428484
Signed
2023-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Beloungy
Formed
1976
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
21
Volunteers
14

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 550, MILWAUKEE, WI 53202
Preparer
Diana G Luttmann
Phone
4142711451
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 192,909. Management and general expenses 0. Fundraising expenses 0. Total expenses 192,909. Interpreter: program service expenses 15,202. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,202.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from income tax under section 501(c)(3) of the internal revenue code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of december 31, 2022, the organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The organization does not anticipate any significant changes to unrecognized income tax benefits over the next year. The organization is currently not under audit by any federal or state taxing authority.”

Raw XML AppendixShowing 400 of 559 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt081784
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt098736
IRS990/AccountsReceivableGrp/BOYAmt011208
IRS990/AccountsReceivableGrp/EOYAmt015389
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ACCESS TO INDEPENDENCE, INC. IS A NON-PROFIT, CONSUMER CONTROLLED INDEPENDENT LIVING CENTER (ILC) THAT PROVIDES AN ARRAY OF SERVICES TO PEOPLE OF ALL AGES WITH ALL TYPES OF DISABILITIES IN DANE, COLUMBIA, GREEN, AND DODGE COUNTIES IN SOUTH-CENTRAL WISCONSIN.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01331
IRS990/AdvertisingGrp/ProgramServicesAmt010907
IRS990/AdvertisingGrp/TotalAmt012238
IRS990/AllOtherContributionsAmt073389
IRS990/AllOtherExpensesGrp/FundraisingAmt021
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0355
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08482
IRS990/AllOtherExpensesGrp/TotalAmt08858
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JASON BELOUNGY
IRS990/BooksInCareOfDetail/PhoneNum06082428484
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03810 MILWAUKEE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053714
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt075475
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01382
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt013818
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0122984
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0138184
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt068
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0117
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02737
IRS990/ConferencesMeetingsGrp/TotalAmt02922
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt014315
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01227984
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt023
IRS990/CYOtherExpensesAmt0559406
IRS990/CYOtherRevenueAmt06539
IRS990/CYProgramServiceRevenueAmt062276
IRS990/CYRevenuesLessExpensesAmt0-13445
IRS990/CYSalariesCompEmpBnftPaidAmt0750861
IRS990/CYTotalExpensesAmt01310267
IRS990/CYTotalFundraisingExpenseAmt020616
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01296822
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt020500
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt062
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0163
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03857
IRS990/DepreciationDepletionGrp/TotalAmt04082
IRS990/Desc0INDEPENDENT LIVING SERVICES: DURING 2022, ACCESS TO INDEPENDENCE PROVIDED GOAL-DRIVEN INDEPENDENT LIVING SERVICES WITH 192 INDIVIDUALS WITH DISABILITIES. GOALS RELATED TO HOUSING, EMPLOYMENT, SKILLS TRAINING, TECHNOLOGY, AND ADVOCACY. ADDITIONALLY, ACCESS TO INDEPENDENCE PROVIDED INFORMATION, RESOURCES, AND REFERRALS TO 1,219 INDIVIDUALS IN THE SERVICE REGION, WHICH INCLUDED 4,429 CONTACTS, AND A TOTAL OF 2,406 HOURS FOR THE SERVICE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0491690
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015275
IRS990/FeesForServicesAccountingGrp/TotalAmt015275
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt018720
IRS990/FeesForServicesManagementGrp/TotalAmt018720
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0208111
IRS990/FeesForServicesOtherGrp/TotalAmt0208111
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1425197
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1510884
IRS990/Form990PartVIISectionAGrp/PersonNm0JOANNA STORM
IRS990/Form990PartVIISectionAGrp/PersonNm1MALACHY BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLYN MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm4NATHAN ALTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5FURMAN AVERY
IRS990/Form990PartVIISectionAGrp/PersonNm6KEITH WANTA
IRS990/Form990PartVIISectionAGrp/PersonNm7SARAH BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRISTINA BURZINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm9SAM KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm10ERNEST LEE
IRS990/Form990PartVIISectionAGrp/PersonNm11JANE NEMKE
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID ROSENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm13WENDY WEILER
IRS990/Form990PartVIISectionAGrp/PersonNm14JASON BELOUNGY
IRS990/Form990PartVIISectionAGrp/PersonNm15STACY DAYTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1465166
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1547895
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt014315
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt01140280
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01296822
IRS990/GrossRentsGrp/RealAmt06453
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt052
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0151
IRS990/InformationTechnologyGrp/ProgramServicesAmt03572
IRS990/InformationTechnologyGrp/TotalAmt03775
IRS990/InsuranceGrp/FundraisingAmt0149
IRS990/InsuranceGrp/ManagementAndGeneralAmt0320
IRS990/InsuranceGrp/ProgramServicesAmt07533
IRS990/InsuranceGrp/TotalAmt08002
IRS990/InterestGrp/ProgramServicesAmt04
IRS990/InterestGrp/TotalAmt04
IRS990/InvestmentIncomeGrp/ExclusionAmt023
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06215
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02088
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01209
IRS990/LandBldgEquipCostOrOtherBssAmt07424
IRS990/LegalDomicileStateCd0WI
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ACCESS TO INDEPENDENCE, INC. IS A NON-PROFIT, CONSUMER CONTROLLED INDEPENDENT LIVING CENTER (ILC) THAT PROVIDES AN ARRAY OF SERVICES TO PEOPLE OF ALL AGES WITH ALL TYPES OF DISABILITIES IN DANE, COLUMBIA, GREEN, AND DODGE COUNTIES IN SOUTH-CENTRAL WISCONSIN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0236848
IRS990/NetAssetsOrFundBalancesEOYAmt0223403
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06453
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06453
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0236848
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0223403
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt090
IRS990/OccupancyGrp/ManagementAndGeneralAmt03717
IRS990/OccupancyGrp/ProgramServicesAmt089108
IRS990/OccupancyGrp/TotalAmt092915
IRS990/OfficeExpensesGrp/FundraisingAmt0492
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03551
IRS990/OfficeExpensesGrp/ProgramServicesAmt084729
IRS990/OfficeExpensesGrp/TotalAmt088772
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0179930
IRS990/OtherAssetsTotalGrp/EOYAmt0121509
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01775
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010004
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt069059
IRS990/OtherEmployeeBenefitsGrp/TotalAmt080838
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES AND AC
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES/SUBSCR
IRS990/OtherExpensesGrp/Desc2FUNDRAISING EVENT SUPPL
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0608
IRS990/OtherExpensesGrp/FundraisingAmt15503
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01347
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1186
IRS990/OtherExpensesGrp/ProgramServicesAmt042806
IRS990/OtherExpensesGrp/ProgramServicesAmt131715
IRS990/OtherExpensesGrp/ProgramServicesAmt24453
IRS990/OtherExpensesGrp/TotalAmt042806
IRS990/OtherExpensesGrp/TotalAmt133670
IRS990/OtherExpensesGrp/TotalAmt25503
IRS990/OtherExpensesGrp/TotalAmt34639
IRS990/OtherLiabilitiesGrp/BOYAmt0174856
IRS990/OtherLiabilitiesGrp/EOYAmt0116089
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt086
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt086
IRS990/OtherRevenueTotalAmt086
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09469
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058313
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0408560
IRS990/OtherSalariesAndWagesGrp/TotalAmt0476342
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0915
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06555
IRS990/PayrollTaxesGrp/ProgramServicesAmt048027
IRS990/PayrollTaxesGrp/TotalAmt055497
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0161236
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0249123
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011523
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019420
IRS990/PrincipalOfficerNm0JASON BELOUNGY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt062276
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt062276
IRS990/ProgSrvcAccomActy2Grp/Desc0WISCONSIN PEER SPECIALIST EMPLOYMENT INITIATIVE (WPSEI): ACCESS TO INDEPENDENCE CONTINUED TO HOLD THE STATEWIDE CONTRACT WITH THE WI DEPARTMENT OF HEALTH SERVICES TO DELIVER ACTIVITIES AND OUTCOMES FOR THE INITIATIVE. ACCESS TO INDEPENDENCE WAS AWARDED A NEW CONTRACT IN OCTOBER OF 2021, AND HAS EXPLANDED THE SCOPE OF THE PROJECT TO ADDRESS THE WORKFORCE AND EQUITY AND INCLUSION WITHIN THE INITIATIVE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0571878
IRS990/ProgSrvcAccomActy3Grp/Desc0ASSISTIVE TECHNOLOGY (AT) PROGRAMS AND SERVICES: ACCESS TO INDEPENDENCE CONTINUED TO BE A TECHNOLOGY LEADER IN THE REGION WITH FREE DEMONSTRATION AND LOAN SERVICES, UTILIZING THE OVER-1,000 DEVICES THAT THE AGENCY HAS AVAILABLE. ADDITIONALLY, ACCESS TO INDEPENDENCE PROVIDED ASSISTANCE WITH ACQUIRING DEVICES, ALONG WITH SET-UP AND TRAINING ASSISTANCE. INDIVIDUALS WERE ALSO ASSISTED WITH LOCATING AND APPLYING FOR FUNDING TO ASSIST WITH PAYING FOR THE DEVICES, WHEN NEEDED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt091795
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01203868
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt083986
IRS990/PYInvestmentIncomeAmt017
IRS990/PYOtherExpensesAmt0518360
IRS990/PYOtherRevenueAmt017138
IRS990/PYProgramServiceRevenueAmt0117449
IRS990/PYRevenuesLessExpensesAmt018380
IRS990/PYSalariesCompEmpBnftPaidAmt0717746
IRS990/PYTotalExpensesAmt01320092
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01338472
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-13445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06453
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt062276
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052028
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052078
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2018 AMOUNT: $ 762. 2019 AMOUNT: $ 149. 2020 AMOUNT: $ 1,574. 2021 AMOUNT: $ 23. 2022 AMOUNT: $ 86.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01227984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01214804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01203834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01069463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0897213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05613298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06543
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0454935
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt086
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01574
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0149
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0762
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02594
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99840
IRS990ScheduleA/PublicSupportPY170Pct00.99200
IRS990ScheduleA/PublicSupportTotal170Amt05613298
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01227984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01214804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01203834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01069463

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$458,728
Liabilities
$235,325
Net assets
$223,403
Revenue
$1,296,822
Expenses
$1,310,267
Net income
-$13,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.30$0.23$1.77$1.69$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.25$0.15$1.87$1.94$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.24$0.22$1.30$1.31$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.08$0.24$1.34$1.32$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.10$0.22$1.21$1.20$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.07$0.21$1.15$1.16$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.04$0.22$1.04$1.01$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.03$0.19$0.88$0.84$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.06$0.15$0.92$0.87$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.09$0.10$0.86$0.87$0.01
2014Summary only. Only limited summary data is available for this year.$0.18$0.07$0.11$0.73$0.74$0.01
2013Summary only. Only limited summary data is available for this year.$0.19$0.07$0.12$0.76$0.76$0.00
2012Summary only. Only limited summary data is available for this year.$0.20$0.08$0.12$0.75$0.73$0.03
2011Summary only. Only limited summary data is available for this year.$0.19$0.10$0.09$0.78$0.75$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits