Civic Intelligence

Open Access Us Inc.

990 • Fiscal year 2023 • EIN 88-3938185

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 11, 2024

494 Broad Ste 210Newark, NJ 07102

(917) 553-6532

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE J • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE J • <$500k nonprofits • Source year 2023

Net Margin

64th percentile

16%

Higher net margin than 64% of similar nonprofits.

2023 filings • NTEE J • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$109,850

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 53.8% of source-year revenue.

2023 filings • NTEE J • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$142,378

No earlier filing loaded for comparison.

Net Assets

$142,378

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$204,145

No earlier filing loaded for comparison.

Expenses

$171,580

No earlier filing loaded for comparison.

Net Income

$32,565

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2023: $142,378Liabilities 2023: $0Net Assets 2023: $142,3782023Assets 2024: $117,520Liabilities 2024: $0Net Assets 2024: $117,5202024Assets 2025: $80,943Liabilities 2025: $0Net Assets 2025: $80,9432025

Highlighted filing

2023

Assets$142,378
Liabilities$0
Net Assets$142,378

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2023: $204,145Expenses 2023: $171,580Net Income 2023: $32,5652023Revenue 2024: $153,691Expenses 2024: $178,549Net Income 2024: -$24,8582024Revenue 2025: $167,645Expenses 2025: $204,222Net Income 2025: -$36,5772025

Highlighted filing

2023

Revenue$204,145
Expenses$171,580
Net Income$32,565
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 11, 2024
Return Version
2023v5.0
Gross Receipts
$204,145
Mission and Program Overview

Mission

The open access fellowship is a program funded by some of the community development industrys top companies that attracts and prepares minority professionals for careers in that industry. The fellowship offers a unique opportunity to bring diversity to the world of community development finance. Our fellows are given the opportunity to work for some of the industrys leading experts in finance and community development. The goal of the program is to provide access for a diverse group of professionals to be trained for careers in the community development industry. The fellows are provided access to curriculum through virtual training, webinars and conference attendance sponsored by novogradac & company llp. The paid fellowship is a commitment of 160 hours over up to 12 weeks. Fellows are matched with trained professionals for mentoring and career growth opportunities. All applicants are expected to have a 4-year degree or to be current graduating seniors from an accredited institution a

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$142,378-
Total Assets$0$142,378▲ $142,378
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$142,378-
Total Net Assets Fund Balance$0$142,378▲ $142,378
Total Liabilities and Net Assets / Fund Balance$0$142,378▲ $142,378
Compensation and Service Providers

Employees

NameTitleOtherTotal
Roz BillupsExecutive Di$109,850$109,850

Board Members and Trustees

NameTitle
Gina NisbethCo-chair
Jeff MongeCo-chair of
Desiree ThomasTrustee
Etta GumbsTrustee
Jose VillalobosTrustee
Kermit BillupsTrustee
Liliana Aide MongeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$204,145
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$204,145
Change in Net Assets
$32,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,580
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$82,312$27,438-$109,750
Conferences and Meetings$14,414--$14,414
Advertising$13,318--$13,318
Fees for Services Other$12,995--$12,995
Office Expenses-$7,162-$7,162
Travel$5,427--$5,427
Information Technology-$4,045-$4,045
Fees for Services Accounting-$2,604-$2,604
Other Expenses-$1,011-$1,011
Insurance-$854-$854
Total Functional Expenses$128,466$43,114$0$171,580
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
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

Taxpayer provides to the board of directors for review & ratification.

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

Voted on the board - majority vote. Interested parties recuse themselves.

Form 990, Page 6, Part VI, Line 19

Organization provides same upon request.

Filing and Contact Details

Filer

Filer Name
Open Access US Inc
EIN
88-3938185
Phone
9175536532
Address
494 BROAD STE 210, NEWARK, NJ 07102

Signing Officer

Name
Jeff Monge
Title
Co-chair of Board
Phone
9175536532
Signed
2024-01-11

Organization Details

Principal Officer
Jeff Monge
Formed
2022
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Curran & Company Llp
Address
59 LINCOLN PARK STE 200, NEWARK, NJ 07102
Preparer
Ryan S Curran CPA Jd
Phone
8622797252
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The open access fellowship is a program funded by some of the community development industrys top companies that attracts and prepares minority professionals for careers in that industry. The fellowship offers a unique opportunity to bring diversity to the world of community development finance. Our fellows are given the opportunity to work for some of the industrys leading experts in finance and community development. The goal of the program is to provide access for a diverse group of professionals to be trained for careers in the community development industry. The fellows are provided access to curriculum through virtual training, webinars and conference attendance sponsored by novogradac & company llp. The paid fellowship is a commitment of 160 hours over up to 12 weeks. Fellows are matched with trained professionals for mentoring and career growth opportunities. All applicants are expected to have a 4-year degree or to be current graduating seniors from an accredited institution and must demonstrate an interest in community development finance. Upon successful completion of the program, fellows are positioned to bring their expertise into the world of community development finance, coupled with the unique perspective informed by their backgrounds. Fellows are able to promote dialogue on topics dealing with equity, inclusion and representation in an environment that has a direct impact on the lives of low income people and people of color.

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

The open access fellowship is a program funded by some of the community development industrys top companies that attracts and prepares minority professionals for careers in that industry. The fellowship offers a unique opportunity to bring diversity to the world of community development finance. Our fellows are given the opportunity to work for some of the industrys leading experts in finance and community development. The goal of the program is to provide access for a diverse group of professionals to be trained for careers in the community development industry. The fellows are provided access to curriculum through virtual training, webinars and conference attendance sponsored by novogradac & company llp. The paid fellowship is a commitment of 160 hours over up to 12 weeks. Fellows are matched with trained professionals for mentoring and career growth opportunities. All applicants are expected to have a 4-year degree or to be current graduating seniors from an accredited institution and must demonstrate an interest in community development finance. Upon successful completion of the program, fellows are positioned to bring their expertise into the world of community development finance, coupled with the unique perspective informed by their backgrounds. Fellows are able to promote dialogue on topics dealing with equity, inclusion and representation in an environment that has a direct impact on the lives of low income people and people of color.

Form 990, Part XI, Line 9

Beginning balance 109,813

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OPEN ACCESS FELLOWSHIP IS A PROGRAM FUNDED BY SOME OF THE COMMUNITY DEVELOPMENT INDUSTRYS TOP COMPANIES THAT ATTRACTS AND PREPARES MINORITY PROFESSIONALS FOR CAREERS IN THAT INDUSTRY. THE FELLOWSHIP OFFERS A UNIQUE OPPORTUNITY TO BRING DIVERSITY TO THE WORLD OF COMMUNITY DEVELOPMENT FINANCE. OUR FELLOWS ARE GIVEN THE OPPORTUNITY TO WORK FOR SOME OF THE INDUSTRYS LEADING EXPERTS IN FINANCE AND COMMUNITY DEVELOPMENT. THE GOAL OF THE PROGRAM IS TO PROVIDE ACCESS FOR A DIVERSE GROUP OF PROFESSIONALS TO BE TRAINED FOR CAREERS IN THE COMMUNITY DEVELOPMENT INDUSTRY. THE FELLOWS ARE PROVIDED ACCESS TO CURRICULUM THROUGH VIRTUAL TRAINING, WEBINARS AND CONFERENCE ATTENDANCE SPONSORED BY NOVOGRADAC & COMPANY LLP. THE PAID FELLOWSHIP IS A COMMITMENT OF 160 HOURS OVER UP TO 12 WEEKS. FELLOWS ARE MATCHED WITH TRAINED PROFESSIONALS FOR MENTORING AND CAREER GROWTH OPPORTUNITIES. ALL APPLICANTS ARE EXPECTED TO HAVE A 4-YEAR DEGREE OR TO BE CURRENT GRADUATING SENIORS FROM AN ACCREDITED INSTITUTION AND MUST DEMONSTRATE AN INTEREST IN COMMUNITY DEVELOPMENT FINANCE. UPON SUCCESSFUL COMPLETION OF THE PROGRAM, FELLOWS ARE POSITIONED TO BRING THEIR EXPERTISE INTO THE WORLD OF COMMUNITY DEVELOPMENT FINANCE, COUPLED WITH THE UNIQUE PERSPECTIVE INFORMED BY THEIR BACKGROUNDS. FELLOWS ARE ABLE TO PROMOTE DIALOGUE ON TOPICS DEALING WITH EQUITY, INCLUSION AND REPRESENTATION IN AN ENVIRONMENT THAT HAS A DIRECT IMPACT ON THE LIVES OF LOW INCOME PEOPLE AND PEOPLE OF COLOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OPEN ACCESS FELLOWSHIP IS A PROGRAM FUNDED BY SOME OF THE COMMUNITY DEVELOPMENT INDUSTRYS TOP COMPANIES THAT ATTRACTS AND PREPARES MINORITY PROFESSIONALS FOR CAREERS IN THAT INDUSTRY. THE FELLOWSHIP OFFERS A UNIQUE OPPORTUNITY TO BRING DIVERSITY TO THE WORLD OF COMMUNITY DEVELOPMENT FINANCE. OUR FELLOWS ARE GIVEN THE OPPORTUNITY TO WORK FOR SOME OF THE INDUSTRYS LEADING EXPERTS IN FINANCE AND COMMUNITY DEVELOPMENT. THE GOAL OF THE PROGRAM IS TO PROVIDE ACCESS FOR A DIVERSE GROUP OF PROFESSIONALS TO BE TRAINED FOR CAREERS IN THE COMMUNITY DEVELOPMENT INDUSTRY. THE FELLOWS ARE PROVIDED ACCESS TO CURRICULUM THROUGH VIRTUAL TRAINING, WEBINARS AND CONFERENCE ATTENDANCE SPONSORED BY NOVOGRADAC & COMPANY LLP. THE PAID FELLOWSHIP IS A COMMITMENT OF 160 HOURS OVER UP TO 12 WEEKS. FELLOWS ARE MATCHED WITH TRAINED PROFESSIONALS FOR MENTORING AND CAREER GROWTH OPPORTUNITIES. ALL APPLICANTS ARE EXPECTED TO HAVE A 4-YEAR DEGREE OR TO BE CURRENT GRADUATING SENIORS FROM AN ACCREDITED INSTITUTION AND MUST DEMONSTRATE AN INTEREST IN COMMUNITY DEVELOPMENT FINANCE. UPON SUCCESSFUL COMPLETION OF THE PROGRAM, FELLOWS ARE POSITIONED TO BRING THEIR EXPERTISE INTO THE WORLD OF COMMUNITY DEVELOPMENT FINANCE, COUPLED WITH THE UNIQUE PERSPECTIVE INFORMED BY THEIR BACKGROUNDS. FELLOWS ARE ABLE TO PROMOTE DIALOGUE ON TOPICS DEALING WITH EQUITY, INCLUSION AND REPRESENTATION IN AN ENVIRONMENT THAT HAS A DIRECT IMPACT ON THE LIVES OF LOW INCOME PEOPLE AND PEOPLE OF COLOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXPAYER PROVIDES TO THE BOARD OF DIRECTORS FOR REVIEW & RATIFICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VOTED ON THE BOARD - MAJORITY VOTE. INTERESTED PARTIES RECUSE THEMSELVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION PROVIDES SAME UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BEGINNING BALANCE 109,813
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt0142378
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IRS990/TotalAssetsGrp/EOYAmt0142378
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043114
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128466
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171580
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0142378
IRS990/TotalOtherCompensationAmt0109850
IRS990/TotalProgramServiceExpensesAmt0128466
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204145
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0142378
IRS990/TravelGrp/ProgramServicesAmt05427
IRS990/TravelGrp/TotalAmt05427
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0494 BROAD ST STE 210
IRS990/USAddress/CityNm0NEWARK
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007102
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0OPEN-ACCESS.US
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF MONGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR OF BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum09175536532
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPEN ACCESS US INC
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0883938185
ReturnHeader/Filer/PhoneNum09175536532
ReturnHeader/Filer/USAddress/AddressLine1Txt0494 BROAD STE 210
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273088059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CURRAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt059 LINCOLN PARK STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007102
ReturnHeader/PreparerPersonGrp/PhoneNum08622797252
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN S CURRAN CPA JD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-18T15:46:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONGE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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