Civic Intelligence

Accessia Health

EIN 54-1596178 • 501(c)3 • Midlothian, VA

Profile

To provide premium and co-payment assistance for the chronically ill.

PO Box 5930Midlothian, VA 23112

www.uneedpsi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

9th percentile

0.03x

Higher debt load relative to revenue than 9% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

25th percentile

$305,394

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

88th percentile

22%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Assets

Up

$119,073,558

Up $21,124,260 (+22%) from 2024

Liabilities

Up

$1,003,396

Up $66,847 (+7.1%) from 2024

Net Assets

Up

$118,070,162

Up $21,057,413 (+22%) from 2024

Revenue

Up

$37,605,875

Up $7,853,373 (+26%) from 2024

Expenses

Down

$17,886,150

Down $4,652,537 (-21%) from 2024

Net Income

Up

$19,719,725

Up $12,505,910 (+173%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $50,462,949Liabilities 2010: $1,970,257Net Assets 2010: $48,492,6922010Assets 2011: $67,340,061Liabilities 2011: $1,705,717Net Assets 2011: $65,634,3442011Assets 2012: $74,975,209Liabilities 2012: $2,076,086Net Assets 2012: $72,899,1232012Assets 2013: $90,409,294Liabilities 2013: $1,650,761Net Assets 2013: $88,758,5332013Assets 2014: $100,585,015Liabilities 2014: $1,052,445Net Assets 2014: $99,532,5702014Assets 2015: $121,450,372Liabilities 2015: $1,138,828Net Assets 2015: $120,311,5442015Assets 2016: $106,556,249Liabilities 2016: $909,825Net Assets 2016: $105,646,4242016Assets 2017: $122,487,616Liabilities 2017: $1,102,361Net Assets 2017: $121,385,2552017Assets 2018: $109,955,141Liabilities 2018: $828,111Net Assets 2018: $109,127,0302018Assets 2019: $113,270,627Liabilities 2019: $3,900,981Net Assets 2019: $109,369,6462019Assets 2020: $99,628,989Liabilities 2020: $1,419,504Net Assets 2020: $98,209,4852020Assets 2021: $82,183,430Liabilities 2021: $1,767,711Net Assets 2021: $80,415,7192021Assets 2022: $83,031,516Liabilities 2022: $1,468,348Net Assets 2022: $81,563,1682022Assets 2023: $89,329,097Liabilities 2023: $1,331,580Net Assets 2023: $87,997,5172023Assets 2024: $97,949,298Liabilities 2024: $936,549Net Assets 2024: $97,012,7492024Assets 2025: $119,073,558Liabilities 2025: $1,003,396Net Assets 2025: $118,070,1622025

Highlighted filing

2025

Assets$119,073,558
Liabilities$1,003,396
Net Assets$118,070,162

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MExpenses 2010: $45,221,8102010Expenses 2011: $46,795,2702011Expenses 2012: $56,252,3722012Revenue 2013: $83,464,265Expenses 2013: $67,733,591Net Income 2013: $15,730,6742013Revenue 2014: $93,563,454Expenses 2014: $82,155,304Net Income 2014: $11,408,1502014Revenue 2015: $128,352,716Expenses 2015: $107,245,584Net Income 2015: $21,107,1322015Revenue 2016: $95,426,691Expenses 2016: $110,091,811Net Income 2016: -$14,665,1202016Revenue 2017: $119,131,193Expenses 2017: $103,392,362Net Income 2017: $15,738,8312017Revenue 2018: $71,729,547Expenses 2018: $80,438,766Net Income 2018: -$8,709,2192018Revenue 2019: $70,428,541Expenses 2019: $64,059,855Net Income 2019: $6,368,6862019Revenue 2020: $50,195,259Expenses 2020: $61,309,463Net Income 2020: -$11,114,2042020Revenue 2021: $32,919,097Expenses 2021: $51,092,009Net Income 2021: -$18,172,9122021Revenue 2022: $46,777,708Expenses 2022: $44,590,197Net Income 2022: $2,187,5112022Revenue 2023: $15,835,936Expenses 2023: $9,796,947Net Income 2023: $6,038,9892023Revenue 2024: $29,752,502Expenses 2024: $22,538,687Net Income 2024: $7,213,8152024Revenue 2025: $37,605,875Expenses 2025: $17,886,150Net Income 2025: $19,719,7252025

Highlighted filing

2025

Revenue$37,605,875
Expenses$17,886,150
Net Income$19,719,725

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$119$1.00$118$37.6$17.9$19.7
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.9$0.94$97.0$29.8$22.5$7.21
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.3$1.33$88.0$15.8$9.80$6.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.0$1.47$81.6$46.8$44.6$2.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.2$1.77$80.4$32.9$51.1$18.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.6$1.42$98.2$50.2$61.3$11.1
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$3.90$109$70.4$64.1$6.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$0.83$109$71.7$80.4$8.71
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$122$1.10$121$119$103$15.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$0.91$106$95.4$110$14.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$121$1.14$120$128$107$21.1
2014Detailed filing. Detailed filing data is available for this year.$101$1.05$99.5$93.6$82.2$11.4
2013Detailed filing. Detailed filing data is available for this year.$90.4$1.65$88.8$83.5$67.7$15.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.0$2.08$72.9$56.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.3$1.71$65.6$46.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$1.97$48.5$45.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 11, 2026
Return Version
2024v5.1
Gross Receipts
$45,319,684
Mission and Program Overview

Mission

The mission of accessia health is to provide the financial safety net, products, services, and assistance to patients and families living with chronic medical conditions. We set a vision that all people have equitable access to healthcare.

ACCESSIA HEALTH PROVIDES PROGRAMS AND SERVICES TO INDIVIDUALS OF ALL AGES WHO ARE LIVING WITH A RARE OR CHRONIC HEALTH CONDITION. (Continued on Schedule O)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$65,134,311$71,401,093▲ $6,266,782
Cash and Non-Interest-Bearing Accounts$20,811,965$25,858,615▲ $5,046,650
Accounts Receivable$1,036,436$9,940,255▲ $8,903,819
Savings and Temporary Cash Investments$4,638,162$5,611,094▲ $972,932
Land, Buildings, and Equipment, Net$1,646,601$1,577,099▼ $69,502
Prepaid Expenses and Deferred Charges$106,092$118,062▲ $11,970
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$97,949,298$119,073,558▲ $21,124,260
Other Assets Total$4,575,731$4,567,340▼ $8,391
Liabilities
Accounts Payable and Accrued Expenses$491,965$552,582▲ $60,617
Other Liabilities$444,584$450,814▲ $6,230
Total Liabilities$936,549$1,003,396▲ $66,847
Net Assets / Fund Balance
Net Assets With Donor Restrictions$65,971,337$84,433,739▲ $18,462,402
Net Assets Without Donor Restrictions$31,041,412$33,636,423▲ $2,595,011
Total Net Assets Fund Balance$97,012,749$118,070,162▲ $21,057,413
Total Liabilities and Net Assets / Fund Balance$97,949,298$119,073,558▲ $21,124,260

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,283,322$1,329,108$2,612,430
Land$291,100-$291,100
Equipment$0$218,421$218,421
Other Land Buildings$2,677$73,190$75,867
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tiara GreenPRESIDENT (Promotion)FT$266,506$38,888$305,394
Lamont BrownEvp, Finance & AdministrationFT$170,275$48,045$218,320
Michael HoldrenEVP, Information TechnologyFT$179,999$19,135$199,134
David GriffithsVP, DevelopmentFT$150,948$46,092$197,040
Mark BonafeSenior Software EngineerFT$140,191$5,583$145,774
Jennifer NoonanVP, Clinical Strategy and Patient EngagementFT$123,309$8,225$131,534
Anna BrownVP, Marketing & CommunicationsFT$124,798$1,862$126,660
Mitch MulaBoard ChairPT$10,000-$10,000
Russell Phillips JrTreasurer-$10,000-$10,000
Brian LandrySecretary-$10,000-$10,000
Howard Lee SmithBoard Member-$10,000-$10,000
Lud Kimbrough IiiBoard Member-$10,000-$10,000
Brian FinkBoard Member-$10,000-$10,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Rithm HealthDevelopment Consultant54 Morton Street, Suite A, Andover, MA 01810$344,676
Ennas Technology System Integration IncIT Systems SupportPO Box 2380, 10th Floor, Mechanicsville, VA 23116$336,533
Data Directions IncIT Systems Support9204 Center Oak Ct, Mechanicsville, VA 23116$230,484
Finn Partners IncPublic Relations1675 Broadway, New York, NY 10019$223,714
Sidley Austin LLPLegal ServicesPO Box 0642, Chicago, IL 60624$219,678
Revenue and Support

Revenue Composition

Contributions and Grants
$34,244,223
Program Service Revenue
$412,584
Investment Income
$2,205,067
Other Revenue
$744,001
All Other Contributions
$34,230,481
Change in Net Assets
$19,719,725

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,861,214
Salaries, Compensation, and Employee Benefits$3,147,480
Other Expenses$2,877,456
Total Fundraising Expense$1,106,759
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$11,861,214--$11,861,214
Other Salaries and Wages$1,384,697$499,346$183,768$2,067,811
Current Officers, Directors, Trustees, and Key Employees$377,999$136,313$50,166$564,478
Fees for Services Legal$31,520$267,183$343$299,046
Other Employee Benefits$181,183$65,338$24,045$270,566
Payroll Taxes$123,985$44,711$16,455$185,151
Advertising-$1,170$181,219$182,389
Travel$100,946$39,588$39,672$180,206
Occupancy$81,676$35,103$8,776$125,555
Fees for Services Accounting$12,133$102,843$132$115,108
Information Technology$106,323$2,972$1,690$110,985
Insurance$47,875$21,219$5,201$74,295
Depreciation Depletion$45,176$19,461$4,865$69,502
All Other Expenses$747$60,328$993$62,068
Pension Plan Contributions$39,826$14,362$5,286$59,474
Office Expenses$28,475$19,893$987$49,355
Fees for Services Lobbying$4,878$29,670$11,862$46,410
Other Expenses$4,454$37,752$48$42,254
Fees for Services Other$1,099$3,886$955$5,940
Total Functional Expenses$14,961,371$1,818,020$1,106,759$17,886,150

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Other Expense Adjustments$0
Total Expenses per Form 990$0
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$378,330
Death Benefit Payable$72,484
Operating Lease Liabilities-
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15A & B - PROCESS TO ESTABLISH COMPENSATION

The board of directors determines and approves compensation decisions for the ceo, which are based on a compensation survey/study conducted once per year. The decision is documented in the board minutes. For other key employees, compensation is determined through analysis of fair market value for comparable positions. This is also compared to compensation studies provided by multiple sources.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is electronically sent to management, the audit committee, and the full board for review prior to filing.

Form 990, Part VI, Line 12C Conflict of interest policy

If a conflict of interest is deemed to exist, the person having the conflict of interest shall not participate or attend, vote on, or use his/her personal influence in connection with the discussions, deliberations, or vote with respect to, such contract, transaction, arrangement, or related matters affecting the organization.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Accessia Health
EIN
54-1596178
Phone
8047443813
Address
PO BOX 5930, MIDLOTHIAN, VA 23112

Signing Officer

Name
Tiara Green
Title
President
Phone
8047443813
Signed
2026-02-11
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
32
Volunteers
0

Preparer

Firm
Forvis Mazars LLP
Address
120 E Palmetto Park Road Suite 403, Boca Raton, FL 33432
Preparer
April Arnold
Phone
5612991820
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 Mission Statement Continued

We offer case management, education and financial support for health insurance premiums, medication copayments, travel, and other essential medical expenses.

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

Management has evaluated the effect of accounting guidance surrounding uncertain income tax positions and concluded that the organization has no significant financial statement exposure to uncertain tax positions at march 31, 2025. The organization is not currently under audit by any tax jurisdication.

Raw XML AppendixShowing 400 of 775 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0491965
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0552582
IRS990/AccountsReceivableGrp/BOYAmt01036436
IRS990/AccountsReceivableGrp/EOYAmt09940255
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ACCESSIA HEALTH PROVIDES PROGRAMS AND SERVICES TO INDIVIDUALS OF ALL AGES WHO ARE LIVING WITH A RARE OR CHRONIC HEALTH CONDITION. (Continued on Schedule O)
IRS990/AdvertisingGrp/FundraisingAmt0181219
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01170
IRS990/AdvertisingGrp/TotalAmt0182389
IRS990/AllOtherContributionsAmt034230481
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt060328
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0747
IRS990/AllOtherExpensesGrp/TotalAmt062068
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
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IRS990/BooksInCareOfDetail/PhoneNum08047443813
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03104 E BOUNDARY CT
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIDLOTHIAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd023112
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt020811965
IRS990/CashNonInterestBearingGrp/EOYAmt025858615
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt06
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt050166
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0136313
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0377999
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0564478
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0344676
IRS990/ContractorCompensationGrp/CompensationAmt1336533
IRS990/ContractorCompensationGrp/CompensationAmt2230484
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO Box 2380
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt0Suite A
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt110th Floor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Andover
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Mechanicsville
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Mechanicsville
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3New York
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Chicago
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Rithm Health
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Ennas Technology System Integration Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Data Directions Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Finn Partners Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4Sidley Austin LLP
IRS990/ContractorCompensationGrp/ServicesDesc0Development Consultant
IRS990/ContractorCompensationGrp/ServicesDesc1IT Systems Support
IRS990/ContractorCompensationGrp/ServicesDesc2IT Systems Support
IRS990/ContractorCompensationGrp/ServicesDesc3Public Relations
IRS990/ContractorCompensationGrp/ServicesDesc4Legal Services
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034244223
IRS990/CYGrantsAndSimilarPaidAmt011861214
IRS990/CYInvestmentIncomeAmt02205067
IRS990/CYOtherExpensesAmt02877456
IRS990/CYOtherRevenueAmt0744001
IRS990/CYProgramServiceRevenueAmt0412584
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IRS990/CYSalariesCompEmpBnftPaidAmt03147480
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IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DepreciationDepletionGrp/FundraisingAmt04865
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt045176
IRS990/DepreciationDepletionGrp/TotalAmt069502
IRS990/Desc0During Fiscal Year 2025, a total of 6,515 individuals living with a chronic illness or disability were approved for assistance. Accessia Health provided direct financial assistance to 3,652 individuals. In addition, Accessia Health provided case management, education, and legal services through its attorneys to help meet their healthcare needs.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt065971337
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt032
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt014961371
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
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