Civic Intelligence

The Access Fund

EIN 94-3131165 • 501(c)3 • Boulder, CO

Profile

The mission of the access fund is to lead and inspire the climbing community toward sustainable access and conservation of the climbing environment.

PO Box 17010Boulder, CO 80308

www.accessfund.org

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.08x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.11x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

60th percentile

9.6%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

4.7%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

52nd percentile

8.3%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$4,896,762

Up $295,687 (+6.4%) from 2024

Liabilities

Down

$368,687

Down $60,413 (-14%) from 2024

Net Assets

Up

$4,528,075

Up $356,100 (+8.5%) from 2024

Revenue

Down

$3,504,708

Down $52,334 (-1.5%) from 2024

Expenses

Down

$3,167,020

Down $274,314 (-8.0%) from 2024

Net Income

Up

$337,688

Up $221,980 (+192%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,212,714Liabilities 2010: $108,861Net Assets 2010: $1,103,8532010Assets 2011: $1,562,767Liabilities 2011: $138,324Net Assets 2011: $1,424,4432011Assets 2012: $1,743,144Liabilities 2012: $144,633Net Assets 2012: $1,598,5112012Assets 2013: $1,976,467Liabilities 2013: $156,044Net Assets 2013: $1,820,4232013Assets 2014: $2,103,836Liabilities 2014: $154,174Net Assets 2014: $1,949,6622014Assets 2015: $2,119,274Liabilities 2015: $151,570Net Assets 2015: $1,967,7042015Assets 2016: $2,140,093Liabilities 2016: $99,149Net Assets 2016: $2,040,9442016Assets 2017: $2,959,821Liabilities 2017: $452,390Net Assets 2017: $2,507,4312017Assets 2018: $3,205,387Liabilities 2018: $284,777Net Assets 2018: $2,920,6102018Assets 2019: $3,388,478Liabilities 2019: $305,974Net Assets 2019: $3,082,5042019Assets 2020: $4,327,193Liabilities 2020: $679,081Net Assets 2020: $3,648,1122020Assets 2021: $5,236,547Liabilities 2021: $405,516Net Assets 2021: $4,831,0312021Assets 2022: $5,371,494Liabilities 2022: $472,105Net Assets 2022: $4,899,3892022Assets 2023: $4,463,433Liabilities 2023: $460,746Net Assets 2023: $4,002,6872023Assets 2024: $4,601,075Liabilities 2024: $429,100Net Assets 2024: $4,171,9752024Assets 2025: $4,896,762Liabilities 2025: $368,687Net Assets 2025: $4,528,0752025

Highlighted filing

2025

Assets$4,896,762
Liabilities$368,687
Net Assets$4,528,075

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $979,6172010Expenses 2011: $1,073,8222011Revenue 2012: $1,414,699Expenses 2012: $1,268,034Net Income 2012: $146,6652012Revenue 2013: $1,592,520Expenses 2013: $1,370,608Net Income 2013: $221,9122013Revenue 2014: $1,694,375Expenses 2014: $1,576,789Net Income 2014: $117,5862014Revenue 2015: $1,919,305Expenses 2015: $1,901,263Net Income 2015: $18,0422015Revenue 2016: $2,258,131Expenses 2016: $2,251,984Net Income 2016: $6,1472016Revenue 2017: $3,148,577Expenses 2017: $2,707,760Net Income 2017: $440,8172017Revenue 2018: $3,344,909Expenses 2018: $2,894,812Net Income 2018: $450,0972018Revenue 2019: $1,556,081Expenses 2019: $1,452,006Net Income 2019: $104,0752019Revenue 2020: $3,748,651Expenses 2020: $3,156,951Net Income 2020: $591,7002020Revenue 2021: $4,240,273Expenses 2021: $3,111,045Net Income 2021: $1,129,2282021Revenue 2022: $3,851,037Expenses 2022: $3,664,679Net Income 2022: $186,3582022Revenue 2023: $2,987,749Expenses 2023: $3,891,537Net Income 2023: -$903,7882023Revenue 2024: $3,557,042Expenses 2024: $3,441,334Net Income 2024: $115,7082024Revenue 2025: $3,504,708Expenses 2025: $3,167,020Net Income 2025: $337,6882025

Highlighted filing

2025

Revenue$3,504,708
Expenses$3,167,020
Net Income$337,688

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.90$0.37$4.53$3.50$3.17$0.34
2024Detailed filing. Detailed filing data is available for this year.$4.60$0.43$4.17$3.56$3.44$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.46$0.46$4.00$2.99$3.89$0.90
2022Detailed filing. Detailed filing data is available for this year.$5.37$0.47$4.90$3.85$3.66$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.24$0.41$4.83$4.24$3.11$1.13
2020Detailed filing. Detailed filing data is available for this year.$4.33$0.68$3.65$3.75$3.16$0.59
2019Summary only. Only limited summary data is available for this year.$3.39$0.31$3.08$1.56$1.45$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.28$2.92$3.34$2.89$0.45
2017Detailed filing. Detailed filing data is available for this year.$2.96$0.45$2.51$3.15$2.71$0.44
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.10$2.04$2.26$2.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.15$1.97$1.92$1.90$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.15$1.95$1.69$1.58$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.16$1.82$1.59$1.37$0.22
2012Summary only. Only limited summary data is available for this year.$1.74$0.14$1.60$1.41$1.27$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.14$1.42$1.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.11$1.10$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 4, 2025
Return Version
2024v5.0
Gross Receipts
$3,504,708
Mission and Program Overview

Mission

The access fund is dedicated to keeping climbing areas open and to conserving the climbing environment. The access fund encourages an ethic of personal responsibility, self regulation, strong conservation values, and minimum impact practices among climbers.

The mission of the access fund is to lead and inspire the climbing community toward sustainable access and conservation of the climbing environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,460,701$2,253,425▼ $207,276
Investments in Publicly Traded Securities$964,023$1,579,103▲ $615,080
Other Notes and Loans Receivable, Net$338,198$360,345▲ $22,147
Cash and Non-Interest-Bearing Accounts$250,050$328,704▲ $78,654
Inventories for Sale or Use$150,144$150,144→ $0
Land, Buildings, and Equipment, Net$160,095$133,870▼ $26,225
Prepaid Expenses and Deferred Charges$21,988$40,090▲ $18,102
Pledges and Grants Receivable$248,477$34,200▼ $214,277
Total Assets$4,601,075$4,896,762▲ $295,687
Other Assets Total$7,399$16,881▲ $9,482
Liabilities
Accounts Payable and Accrued Expenses$294,477$223,252▼ $71,225
Escrow Account Liability$126,437$128,554▲ $2,117
Other Liabilities$8,186$16,881▲ $8,695
Total Liabilities$429,100$368,687▼ $60,413
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,488,313$2,848,405▲ $360,092
Net Assets With Donor Restrictions$1,683,662$1,679,670▼ $3,992
Total Net Assets Fund Balance$4,171,975$4,528,075▲ $356,100
Total Liabilities and Net Assets / Fund Balance$4,601,075$4,896,762▲ $295,687

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$133,870$236,627$370,497
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erik MurdockInterim ExecFT$148,089$7,627$155,716
Erik MurdockInterim Exec Director-$148,089$7,627$155,716
Heather ThorneExecutive DiFT$138,423$6,796$145,219

Board Members and Trustees

NameTitle
Shelma JunPresident
Hilary HarrisPresident Em
Alexis KraussDirector
Bethany LebewitzDirector
Carolyn PinoDirector
Ed ShapiroDirector
John ConnorDirector
Josh FriedmanDirector
Justin BrownDirector
Lucho RiveraDirector
Rob PriceDirector
Sasha DigiulianDirector
Stephanie KoDirector
Tom AdamsDirector
Dory TrimbleSecretary
Julie ReedTreasurer
Kishen MangatVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,975,661
Program Service Revenue
$240,496
Investment Income
$174,018
Other Revenue
$114,533
All Other Contributions
$2,577,360
Change in Net Assets
$337,688

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table97$104,201
Total Noncash Contributions97$104,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,504,708
Revenue Not Reported on Form 990
$180,526
Total Revenue per Audited Statements
$3,685,234
Total Revenue per Form 990
$3,504,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,818,834
Other Expenses$1,271,304
Total Fundraising Expense$648,713
Grants and Similar Amounts Paid$76,882
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$920,213$154,128$238,364$1,312,705
Office Expenses$133,616$16,844$158,490$308,950
Fees for Services Other$161,781$7,814$36,047$205,642
Current Officers, Directors, Trustees, and Key Employees$129,004$21,615$33,328$183,947
Travel$108,217$2,374$56,982$167,573
Payroll Taxes$116,579$19,714$28,365$164,658
Other Employee Benefits$90,850$15,374$22,112$128,336
Grants to Domestic Orgs$76,882--$76,882
Fees for Services Accounting$22,010$6,004$12,006$40,020
Occupancy$21,853$5,863$11,789$39,505
Depreciation Depletion$38,819--$38,819
Insurance$27,065$2,907$6,434$36,406
Pension Plan Contributions$20,662$3,497$5,029$29,188
Advertising$18,361$612$6,721$25,694
Other Expenses$2,589$4$249$2,842
All Other Expenses$2,032--$2,032
Total Functional Expenses$2,258,212$260,095$648,713$3,167,020

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,301,729
Expenses per Audited Statements$3,167,020
Total Expenses per Form 990$3,167,020
Expenses Not Reported on Form 990$134,709
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Climbing Association ofTucson, AZ501c3-$10,000
Wisconsin Climbers AssociationMadison, WI501c3-$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,028
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event I$67,028$67,028-$67,028
Total Events$67,028$67,028-$67,028
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Office Lease Obligation$16,881
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, Page 6, Part VI, Line 6

The access fund is a membership based organization but the members do not elect or appoint the board of directors.

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

Once the preparation of the form 990 is complete, it is reviewed by board members.

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

The policy is consistently monitored through review and observation by the board of directors. In the event an issue is brought before the board and a director has an unavoidable conflict of interest regarding that issue, the director shall indicate that a conflict exists, and excuse herself or himself from both the deliberations and the vote on the issue.

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

There is a compensation committee on the board that determines the executive director's salary. The compensation committee looks at the colorado nonprofit salary survey and the 990s for comparable organizations when determining the compensation for the executive director.

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

Executive director determines all other staff members' salary based on board approved budget.

Form 990, Page 6, Part VI, Line 17

Kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, new hampshire, new jersey, new mexico, new york, north carolina, north dakota, ohio, oklahoma, oregon, pennsylvania, rhode island, south carolina, tennessee, utah, vermont, virginia, washington, west virginia, wyoming

Form 990, Page 6, Part VI, Line 19

All public documents are available upon request. All public documents are available at www.accessfund.org

Filing and Contact Details

Filer

Filer Name
The Access Fund
EIN
94-3131165
Phone
3035456772
Address
PO BOX 17010, BOULDER, CO 80308

Signing Officer

Name
Heather Thorne
Title
Executive Director
Phone
3035456772
Signed
2025-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelma Jun
Formed
1991
Legal Domicile
Co
Voting Board Members
17
Independent Board Members
17
Employees
35
Volunteers
723

Preparer

Firm
Taylor Roth and Company
Address
1580 LINCOLN ST STE 520, DENVER, CO 80203-1517
Preparer
Ken Roth
Phone
3038308109
Supplemental Narrative

Additional Explanations

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

Land acquisition and protection - the access fund climbing conservation loan program is the first-ever revolving loan program that provides local climbing organizations and other agencies with the funds and expertise to act quickly to save threatened climbing areas. In special circumstances, access fund will hold endangered property on behalf of the climbing community. As of 06/30/25, access fund owned one property in fee; leased two properties; held conservation easements on ten properties; and managed three properties under contract. Education the access fund advances climber education through the lens of minimum impact behaviors so that climbers become better stewards of the nations climbing resources. Through the climber steward program, social media outreach, print publications, and the vertical times newsletter, the organization provides up-to-date news on policy, area reports, events, action alerts, grants, and more. Risk management and landowner support the access fund works with private and public landowners on tools and strategies to mitigate both real and perceived risks of climbinggiving them the confidence and protections they need to open their land to public access. The access fund works to strengthen state recreational use statutes and helps landowners implement waiver systems and other types of access agreements to mitigate risks.

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

The organization holds conservation easements on ten properties. The organization is responsible for monitoring the easements to ensure that their conditions are being followed. If any conditions of the easements are not followed, legal action by the access fund may be taken.

Schedule D, Page 1, Part II, Line 9

Reported on revenue and expense under account titled land acquisition and protection.

Schedule D, Page 2, Part IV, Line 2B

The access fund is the fiscal agent for the hayden kennedy public lands defense fund, which was established by michael and julie kennedy to honor their son's love of outdoor adventure. The access fund collects funds from donors and will disburse them for projects that will protect climbing in indian creek, utah. At year end, the balance was 128,554.

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IRS990/ProgSrvcAccomActy2Grp/Desc0CLIMBING MANAGEMENT POLICY - ACCESS FUND WORKS WITH LEGISLATORS, MEMBERS OF THE ADMINISTRATION, STATE AGENCIES, TRIBAL GOVERNMENTS, AND OFFICIALS FROM THE US FOREST SERVICE, NATIONAL PARK SERVICE, AND BUREAU OF LAND MANAGEMENT TO MAKE SURE THAT CLIMBERS' INTERESTS ARE REPRESENTED IN PUBLIC LAND PLANNING. WE WORK DIRECTLY WITH THESE OFFICIALS TO EDUCATE AND ADVOCATE FOR MANAGEMENT STRATEGIES THAT BALANCE CLIMBING ACCESS WITH RESOURCE CONSERVATION, RESPONSIBLE PLACEMENT AND REPLACEMENT OF FIXED ANCHORS, SUSTAINABLE CARE AND MANAGEMENT OF CLIMBING AREAS, AND RECOGNITION OF THE SOCIAL AND ECONOMIC BENEFITS OF CLIMBING. ACCESS FUND ALSO WORKS WITH LOCAL AND REGIONAL LAND MANAGERS ON CLIMBING MANAGEMENT PLANNING AND STEWARDSHIP OF CLIMBING AREAS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LOCAL SUPPORT AND MOBILIZATION - ACCESS FUND WORKS TO EMPOWER LOCAL ADVOCATES TO JOIN TOGETHER AND FORM LOCAL CLIMBING ORGANIZATIONS. ACCESS FUND SUPPORTS THESE LOCAL GROUPS WITH GRANTS, ONE-ON-ONE GUIDANCE WHEN AN ACCESS ISSUE OCCURS, EDUCATIONAL RESOURCES, STEWARDSHIP PROGRAMS, AND CONSULTING ON POLITICAL, LEGAL, AND REGULATORY ISSUES. THE ACCESS FUND REGULARLY HOSTS CONFERENCES AND SUMMITS, WHICH BRING TOGETHER LAND MANAGERS AND CLIMBERS FROM ACROSS THE COUNTRY TO SHARE BEST PRACTICES IN CLIMBING STEWARDSHIP, LAND CONSERVATION, POLICY, LOCAL SUPPORT AND MOBILIZATION, AND VOLUNTEER MANAGEMENT.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0LAND ACQUISITION AND PROTECTION - THE ACCESS FUND CLIMBING CONSERVATION LOAN PROGRAM IS THE FIRST-EVER REVOLVING LOAN PROGRAM THAT PROVIDES LOCAL CLIMBING ORGANIZATIONS AND OTHER AGENCIES WITH THE FUNDS AND EXPERTISE TO ACT QUICKLY TO SAVE THREATENED CLIMBING AREAS. IN SPECIAL CIRCUMSTANCES, ACCESS FUND WILL HOLD ENDANGERED PROPERTY ON BEHALF OF THE CLIMBING COMMUNITY. AS OF 06/30/25, ACCESS FUND OWNED ONE PROPERTY IN FEE; LEASED TWO PROPERTIES; HELD CONSERVATION EASEMENTS ON TEN PROPERTIES; AND MANAGED THREE PROPERTIES UNDER CONTRACT. EDUCATION THE ACCESS FUND ADVANCES CLIMBER EDUCATION THROUGH THE LENS OF MINIMUM IMPACT BEHAVIORS SO THAT CLIMBERS BECOME BETTER STEWARDS OF THE NATIONS CLIMBING RESOURCES. THROUGH THE CLIMBER STEWARD PROGRAM, SOCIAL MEDIA OUTREACH, PRINT PUBLICATIONS, AND THE VERTICAL TIMES NEWSLETTER, THE ORGANIZATION PROVIDES UP-TO-DATE NEWS ON POLICY, AREA REPORTS, EVENTS, ACTION ALERTS, GRANTS, AND MORE. RISK MANAGEMENT AND LANDOWNER SUPPORT THE ACCESS FUND WORKS WITH PRIVATE AND PUBLIC LANDOWNERS ON TOOLS AND STRATEGIES TO MITIGATE BOTH REAL AND PERCEIVED RISKS OF CLIMBINGGIVING THEM THE CONFIDENCE AND PROTECTIONS THEY NEED TO OPEN THEIR LAND TO PUBLIC ACCESS. THE ACCESS FUND WORKS TO STRENGTHEN STATE RECREATIONAL USE STATUTES AND HELPS LANDOWNERS IMPLEMENT WAIVER SYSTEMS AND OTHER TYPES OF ACCESS AGREEMENTS TO MITIGATE RISKS.
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