Civic Intelligence

Access Educational Services Inc.

990 • Fiscal year 2023 • EIN 46-1884180

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

1000 Lafayette Blvd Ste 1100Bridgeport, CT 06604

(203) 760-0017

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.14x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

61st percentile

9.3%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

99th percentile

837%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$35,655

Up $31,851 (+837%) from 2022

Net Assets

Up

$30,737

Up $35,523 (+742%) from 2022

Liabilities

Down

$4,918

Down $3,672 (-43%) from 2022

Revenue

Up

$382,222

Up $38,807 (+11%) from 2022

Expenses

Down

$346,699

Down $10,139 (-2.8%) from 2022

Net Income

Up

$35,523

Up $48,946 (+365%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 2016: $9,651Liabilities 2016: $02016Assets 2017: $50,264Liabilities 2017: $0Net Assets 2017: $50,2642017Assets 2018: $44,737Liabilities 2018: $0Net Assets 2018: $44,7372018Assets 2019: $11,317Liabilities 2019: $0Net Assets 2019: $11,3172019Assets 2020: $6,701Liabilities 2020: $8,059Net Assets 2020: -$1,3582020Assets 2021: $24,769Liabilities 2021: $16,132Net Assets 2021: $8,6372021Assets 2022: $3,804Liabilities 2022: $8,590Net Assets 2022: -$4,7862022Assets 2023: $35,655Liabilities 2023: $4,918Net Assets 2023: $30,7372023Assets 2024: $46,417Liabilities 2024: $0Net Assets 2024: $46,4172024

Highlighted filing

2023

Assets$35,655
Liabilities$4,918
Net Assets$30,737

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $65,594Expenses 2016: $62,374Net Income 2016: $3,2202016Revenue 2017: $117,166Expenses 2017: $66,839Net Income 2017: $50,3272017Revenue 2018: $101,093Expenses 2018: $106,620Net Income 2018: -$5,5272018Revenue 2019: $191,533Expenses 2019: $224,953Net Income 2019: -$33,4202019Revenue 2020: $222,420Expenses 2020: $235,095Net Income 2020: -$12,6752020Revenue 2021: $216,532Expenses 2021: $206,537Net Income 2021: $9,9952021Revenue 2022: $343,415Expenses 2022: $356,838Net Income 2022: -$13,4232022Revenue 2023: $382,222Expenses 2023: $346,699Net Income 2023: $35,5232023Revenue 2024: $400,156Expenses 2024: $384,476Net Income 2024: $15,6802024

Highlighted filing

2023

Revenue$382,222
Expenses$346,699
Net Income$35,523
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$382,222
Mission and Program Overview

Mission

To stimulate enthusiasm about science, technology, engineering and mathematics(stem) to elementary, middle, high school and college students. To prepare them to be successful in all of their academics and encourange them to pursue degrees in stem fields.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,455$34,306▲ $31,851
Land, Buildings, and Equipment, Net$1,349$1,349→ $0
Total Assets$3,804$35,655▲ $31,851
Liabilities
Unsecured Notes Loans Payable$8,590$4,918▼ $3,672
Total Liabilities$8,590$4,918▼ $3,672
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-4,786$30,737▲ $35,523
Total Net Assets Fund Balance$-4,786$30,737▲ $35,523
Total Liabilities and Net Assets / Fund Balance$3,804$35,655▲ $31,851

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,349$150$1,499
Compensation and Service Providers

Board Members and Trustees

NameTitle
Everton PalmerPresident
Gwen BrantleyExecutive Director
Mellissa CraigMember
Rachel WardMember
Ryan MundenMember
Tia ReidSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$382,222
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$75,130
Change in Net Assets
$35,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,962
Salaries, Compensation, and Employee Benefits$149,737
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$128,078$11,710-$139,788
Other Salaries and Wages$118,125$13,125-$131,250
Other Expenses$18,438--$18,438
Travel$14,625--$14,625
Payroll Taxes$11,322$1,258-$12,580
Other Employee Benefits$5,317$590-$5,907
Office Expenses$4,366$485-$4,851
Occupancy$4,310--$4,310
Insurance$596$66-$662
Interest-$655-$655
Depreciation Depletion-$150-$150
Advertising$109$6-$115
Total Functional Expenses$318,654$28,045$0$346,699
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 governing body review Part VI line 11

Upon completion of the 990 by independent cpa, a copy is given to the executive directorfor review and approval. The executive director upon receipt of the tax form thenschedules a meeting with members of the organizations finance committee to review theform. Questions if any are then presented to the accountant for clarification. Uponsatisfactory clarification of all questions, the 990 is approved by the committee and the accountant is instructed to finalize the return.

Conflict of interest policy compliance Part VI line 12C

The issue of whether a conflict of interest exist is routinely considered during boardmeetings when the board is engaged in discussion relating to activities conducted by theorganization, entering into a contract, hiring personnel, etc.

CEO executive director top management comp Part VI line 15A

In determining the compensation for the organizations executive director and keyemployees, the organizations board considers the following factors:1) level of education.2) experience.3) compensation paid by other similar organizations.4) financial status of the organization.the board also consults with an outside personnel agency. All discussions pertaining tothe decision reached is documented.

Other officer or key employee compensation Part VI line 15B

The organization follows the same procedure used for ceo, executive dir and topmanagement. See write-up of procedure in part vi, line 15a.

Governing documents etc available to public Part VI line 19

The organizations governing documents, conflict of interest policy and financialstatements are maintained at the organizations headquarters and are available to thepublic upon request.

Filing and Contact Details

Filer

Filer Name
Access Educational Services Inc
EIN
46-1884180
Address
1000 LAFAYETTE BLVD STE 1100, Bridgeport, CT 06604

Signing Officer

Name
Gwen Brantley
Title
Executive Direc
Phone
2035268086
Signed
2024-05-15
Discuss with paid preparer
No

Organization Details

Formed
2016
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
12
Volunteers
15

Preparer

Firm
Samuel N Wilson Jr CPA
Address
1000 Lafayette Blvd Ste 408, Bridgeport, CT 06604
Preparer
Samuel N Wilson Jr
Phone
2033686086
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

SEE ATTACHED SCHEDULES

Raw XML Appendix345 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON COMPLETION OF THE 990 BY INDEPENDENT CPA, A COPY IS GIVEN TO THE EXECUTIVE DIRECTORFOR REVIEW AND APPROVAL. THE EXECUTIVE DIRECTOR UPON RECEIPT OF THE TAX FORM THENSCHEDULES A MEETING WITH MEMBERS OF THE ORGANIZATIONS FINANCE COMMITTEE TO REVIEW THEFORM. QUESTIONS IF ANY ARE THEN PRESENTED TO THE ACCOUNTANT FOR CLARIFICATION. UPONSATISFACTORY CLARIFICATION OF ALL QUESTIONS, THE 990 IS APPROVED BY THE COMMITTEE AND THE ACCOUNTANT IS INSTRUCTED TO FINALIZE THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ISSUE OF WHETHER A CONFLICT OF INTEREST EXIST IS ROUTINELY CONSIDERED DURING BOARDMEETINGS WHEN THE BOARD IS ENGAGED IN DISCUSSION RELATING TO ACTIVITIES CONDUCTED BY THEORGANIZATION, ENTERING INTO A CONTRACT, HIRING PERSONNEL, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN DETERMINING THE COMPENSATION FOR THE ORGANIZATIONS EXECUTIVE DIRECTOR AND KEYEMPLOYEES, THE ORGANIZATIONS BOARD CONSIDERS THE FOLLOWING FACTORS:1) LEVEL OF EDUCATION.2) EXPERIENCE.3) COMPENSATION PAID BY OTHER SIMILAR ORGANIZATIONS.4) FINANCIAL STATUS OF THE ORGANIZATION.THE BOARD ALSO CONSULTS WITH AN OUTSIDE PERSONNEL AGENCY. ALL DISCUSSIONS PERTAINING TOTHE DECISION REACHED IS DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION FOLLOWS THE SAME PROCEDURE USED FOR CEO, EXECUTIVE DIR AND TOPMANAGEMENT. SEE WRITE-UP OF PROCEDURE IN PART VI, LINE 15A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALSTATEMENTS ARE MAINTAINED AT THE ORGANIZATIONS HEADQUARTERS AND ARE AVAILABLE TO THEPUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SEE ATTACHED SCHEDULES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0GWEN BRANTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum02035268086
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACCESS EDUCATIONAL SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0ACCE
ReturnHeader/Filer/EIN0461884180
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 LAFAYETTE BLVD STE 1100
ReturnHeader/Filer/USAddress/CityNm0Bridgeport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Samuel N Wilson Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 Lafayette Blvd Ste 408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bridgeport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
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ReturnHeader/PreparerPersonGrp/PhoneNum02033686086
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Samuel N Wilson Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T17:15:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRANTLEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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