Civic Intelligence

Access Family Health Services Inc

EIN 64-0612902 • 501(c)3 • Smithville, MS

View Organization Page

Profile

The mission of access family health services, inc. Is to provide affordable, comprehensive healthcare and education to our communities with superior services.

PO Box 179Smithville, MS 38870

www.accessfamilyhealth.com

Siviq Scores

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

Liabilities / Assets

38th percentile

0.09x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.11x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

51st percentile

4.6%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

72nd percentile

$269,502

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

45th percentile

3.0%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$20,710,039

Up $611,706 (+3.0%) from 2024

Liabilities

Down

$1,807,301

Down $122,610 (-6.4%) from 2024

Net Assets

Up

$18,902,738

Up $734,316 (+4.0%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin51st percentile

Revenue

Down

$16,043,381

Down $1,887,716 (-11%) from 2024

Expenses

Up

$15,309,065

Up $1,297,277 (+9.3%) from 2024

Net Income

Down

$734,316

Down $3,184,993 (-81%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$30M$20M$10M$0Assets 2011: $2,674,310Liabilities 2011: $481,579Net Assets 2011: $2,192,7312011Assets 2012: $3,470,799Liabilities 2012: $470,977Net Assets 2012: $2,999,8222012Assets 2013: $3,846,031Liabilities 2013: $372,640Net Assets 2013: $3,473,3912013Assets 2014: $5,139,907Liabilities 2014: $404,532Net Assets 2014: $4,735,3752014Assets 2015: $6,156,504Liabilities 2015: $459,592Net Assets 2015: $5,696,9122015Assets 2016: $6,652,607Liabilities 2016: $345,020Net Assets 2016: $6,307,5872016Assets 2017: $6,653,469Liabilities 2017: $370,707Net Assets 2017: $6,282,7622017Assets 2018: $6,755,779Liabilities 2018: $420,889Net Assets 2018: $6,334,8902018Assets 2019: $6,571,663Liabilities 2019: $596,737Net Assets 2019: $5,974,9262019Assets 2020: $6,882,976Liabilities 2020: $624,979Net Assets 2020: $6,257,9972020Assets 2021: $10,524,746Liabilities 2021: $1,430,071Net Assets 2021: $9,094,6752021Assets 2022: $12,003,398Liabilities 2022: $768,380Net Assets 2022: $11,235,0182022Assets 2023: $15,547,202Liabilities 2023: $1,298,089Net Assets 2023: $14,249,1132023Assets 2024: $20,098,333Liabilities 2024: $1,929,911Net Assets 2024: $18,168,4222024Assets 2025: $20,710,039Liabilities 2025: $1,807,301Net Assets 2025: $18,902,7382025

Highlighted filing

2025

Assets$20,710,039
Liabilities$1,807,301
Net Assets$18,902,738
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,657,3052011Expenses 2012: $4,804,4832012Revenue 2013: $5,338,022Expenses 2013: $4,857,857Net Income 2013: $480,1652013Revenue 2014: $6,323,595Expenses 2014: $5,061,611Net Income 2014: $1,261,9842014Revenue 2015: $6,794,237Expenses 2015: $5,832,700Net Income 2015: $961,5372015Revenue 2016: $6,155,005Expenses 2016: $5,544,330Net Income 2016: $610,6752016Revenue 2017: $5,160,905Expenses 2017: $5,082,797Net Income 2017: $78,1082017Revenue 2018: $5,315,739Expenses 2018: $5,263,611Net Income 2018: $52,1282018Revenue 2019: $6,096,634Expenses 2019: $6,314,907Net Income 2019: -$218,2732019Revenue 2020: $7,313,216Expenses 2020: $7,030,145Net Income 2020: $283,0712020Revenue 2021: $11,648,960Expenses 2021: $8,812,282Net Income 2021: $2,836,6782021Revenue 2022: $12,002,900Expenses 2022: $9,862,557Net Income 2022: $2,140,3432022Revenue 2023: $13,289,600Expenses 2023: $10,275,505Net Income 2023: $3,014,0952023Revenue 2024: $17,931,097Expenses 2024: $14,011,788Net Income 2024: $3,919,3092024Revenue 2025: $16,043,381Expenses 2025: $15,309,065Net Income 2025: $734,3162025

Highlighted filing

2025

Revenue$16,043,381
Expenses$15,309,065
Net Income$734,316
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,710,039
Liabilities
$1,807,301
Net assets
$18,902,738
Revenue
$16,043,381
Expenses
$15,309,065
Net income
$734,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.7$1.81$18.9$16.0$15.3$0.73
2024Detailed filing. Detailed filing data is available for this year.$20.1$1.93$18.2$17.9$14.0$3.92
2023Detailed filing. Detailed filing data is available for this year.$15.5$1.30$14.2$13.3$10.3$3.01
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.77$11.2$12.0$9.86$2.14
2021Detailed filing. Detailed filing data is available for this year.$10.5$1.43$9.09$11.6$8.81$2.84
2020Detailed filing. Detailed filing data is available for this year.$6.88$0.62$6.26$7.31$7.03$0.28
2019Detailed filing. Detailed filing data is available for this year.$6.57$0.60$5.97$6.10$6.31$0.22
2018Detailed filing. Detailed filing data is available for this year.$6.76$0.42$6.33$5.32$5.26$0.05
2017Detailed filing. Detailed filing data is available for this year.$6.65$0.37$6.28$5.16$5.08$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.65$0.35$6.31$6.16$5.54$0.61
2015Detailed filing. Detailed filing data is available for this year.$6.16$0.46$5.70$6.79$5.83$0.96
2014Detailed filing. Detailed filing data is available for this year.$5.14$0.40$4.74$6.32$5.06$1.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.37$3.47$5.34$4.86$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.47$3.00$4.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.48$2.19$4.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Jun 23, 2025
Return Version
2024v5.0
Gross Receipts
$16,043,381
Mission and Program Overview

Mission

The mission of access family health services, inc. Is to provide affordable, comprehensive healthcare and education to our communities with superior services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,670,012$6,971,936▲ $1,301,924
Savings and Temporary Cash Investments$6,120,507$6,146,220▲ $25,713
Cash and Non-Interest-Bearing Accounts$5,420,299$4,980,195▼ $440,104
Accounts Receivable$1,366,548$1,124,238▼ $242,310
Pledges and Grants Receivable$674,285$758,138▲ $83,853
Intangible Assets$650,638$537,215▼ $113,423
Inventories for Sale or Use$135,237$110,357▼ $24,880
Prepaid Expenses and Deferred Charges$49,244$70,177▲ $20,933
Investments Other Securities$11,563$11,563→ $0
Total Assets$20,098,333$20,710,039▲ $611,706
Liabilities
Accounts Payable and Accrued Expenses$1,022,577$1,023,921▲ $1,344
Other Liabilities$907,334$783,380▼ $123,954
Total Liabilities$1,929,911$1,807,301▼ $122,610
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,168,422$18,902,738▲ $734,316
Total Net Assets Fund Balance$18,168,422$18,902,738▲ $734,316
Total Liabilities and Net Assets / Fund Balance$20,098,333$20,710,039▲ $611,706

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,173,093$1,638,282$5,811,375
Equipment$373,658$1,261,631$1,635,289
Other Land Buildings$1,534,099-$1,534,099
Leasehold Improvements$675,982$558,450$1,234,432
Land$215,104-$215,104
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James MonroePhysicianFT$238,098$31,404$269,502
Neil WaneePhysicianFT$245,584$22,214$267,798
Kevin KoehlerPhysicianFT$231,551$35,302$266,853
Adam GuntharpPhysicianFT$212,053$20,116$232,169
Joby CollinsDentistFT$201,011$27,214$228,225
Marilyn SumerfordExecutive DiFT$154,016$24,223$178,239
Marilyn SumerfordExecutive Director-$154,016$24,223$178,239
David SumerfordNurse PractiFT$141,888$15,747$157,635
David SumerfordNurse Practitioner-$141,888$15,747$157,635
Michelle GeorgePharmacy DirectorFT$129,407$14,948$144,355
Dana RameyFinancial DiFT$115,843$14,129$129,972

Board Members and Trustees

NameTitle
Inita McmullanChairman
Jerry HallPast Chair
Howard HillVice Chair
Albert RayfordMember
Autumn ElliotMember
Brad StevensMember
Dawn RogersMember
Ida BrandMember
Jeannie BallMember
Marlon SummerfordMember
Phillip BaulchMember
Ray CounceMember
Sandy EvansMember
Alan BarnettSecretary
Ann SealesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Worsham Brothers INCConstruction12 CANTRELL RD, Corinth, MS 38834$947,591
AthenahealthBilling80 GUEST SSTREET, Boston, MA 02135$392,424
Architecture SouthArchitect499 S GLOSTER ST STE D3, Tupelo, MS 38801$121,980
Revenue and Support

Revenue Composition

Contributions and Grants
$4,011,848
Program Service Revenue
$11,631,694
Investment Income
$392,804
Other Revenue
$7,035
All Other Contributions
$629,419
Change in Net Assets
$734,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,043,381
Total Revenue per Audited Statements
$16,043,381
Total Revenue per Form 990
$16,043,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,753,759
Other Expenses$6,555,306
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,491,141$1,818,257-$7,309,398
Other Employee Benefits$435,738$152,036-$587,774
Payroll Taxes$369,431$132,979-$502,410
Depreciation Depletion$314,395$126,121-$440,516
Pension Plan Contributions$266,562$87,615-$354,177
Occupancy$149,732$77,727-$227,459
All Other Expenses$113,248$71,662-$184,910
Other Expenses$102,259$42,822-$145,081
Office Expenses$75,616$19,396-$95,012
Insurance$26,534$26,740-$53,274
Travel$7,705$26,369-$34,074
Interest$22,990$10,674-$33,664
Fees for Services Accounting-$28,121-$28,121
Fees for Services Legal-$1,786-$1,786
Total Functional Expenses$12,442,348$2,866,717$0$15,309,065

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,309,065
Total Expenses per Audited Statements$15,309,065
Total Expenses per Form 990$15,309,065
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
Kenneth SumerfordSpouse of EdOffice RentNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Short-term Note Payable$491,450
Long-term Lease Liability$179,873
Short-term Lease Liability$112,057
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The director of finance and executive director review the 990 and present the results to the board of directors for review.”

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

“Board members complete a conflict of interest statement annually at the annual meeting in june. When a conflict of interest is disclosed, the board member must resign if it is in conflict with the board's bylaws. The organization also has a compliance officer that monitors compliance with the various programs.”

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

“Compensation of top management positions is set by the board and reviewed annually.”

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

“Compensation of other officers and key positions is set by the board and reviewed annually.”

Form 990, Page 6, Part VI, Line 19

“The public documents of the organization are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Access Family Health Services Inc
EIN
64-0612902
Phone
6626514686
Address
PO BOX 179, SMITHVILLE, MS 38870

Signing Officer

Name
Dana Ramey
Title
Financial Director
Signed
2025-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marilyn Sumerford
Formed
1980
Legal Domicile
Ms
Voting Board Members
15
Independent Board Members
15
Employees
129

Preparer

Firm
Franks Franks Wilemon & Hagood Pa
Address
PO BOX 731, TUPELO, MS 38802-0731
Preparer
Jonathan Hagood
Phone
6628445226
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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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