Civic Intelligence

Ambulatory Surgery Access Coalition

EIN 94-3180356 • 501(c)3 • San Francisco, CA

Profile

Operation Access enables Bay Area health care providers to donate vital surgical and specialty care to people in need. We envision health care equity for people facing barriers to care.

312 Sutter Street 608San Francisco, CA 94108

www.operationaccess.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.09x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

37th percentile

-0.5%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,402,800

Down $15,131 (-0.4%) from 2023

Liabilities

Down

$240,614

Down $1,392 (-0.6%) from 2023

Net Assets

Down

$3,162,186

Down $13,739 (-0.4%) from 2023

Revenue

Up

$2,664,413

Up $272,879 (+11%) from 2023

Expenses

Up

$2,678,152

Up $19,410 (+0.7%) from 2023

Net Income

Up

-$13,739

Up $253,469 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,137,960Liabilities 2010: $89,210Net Assets 2010: $1,048,7502010Assets 2011: $1,870,442Liabilities 2011: $63,339Net Assets 2011: $1,807,1032011Assets 2012: $1,700,802Liabilities 2012: $73,042Net Assets 2012: $1,627,7602012Assets 2013: $1,477,182Liabilities 2013: $70,479Net Assets 2013: $1,406,7032013Assets 2014: $1,440,994Liabilities 2014: $74,834Net Assets 2014: $1,366,1602014Assets 2015: $1,482,865Liabilities 2015: $85,734Net Assets 2015: $1,397,1312015Assets 2016: $1,680,322Liabilities 2016: $110,472Net Assets 2016: $1,569,8502016Assets 2017: $1,240,603Liabilities 2017: $124,143Net Assets 2017: $1,116,4602017Assets 2018: $1,542,122Liabilities 2018: $129,983Net Assets 2018: $1,412,1392018Assets 2019: $1,799,982Liabilities 2019: $130,003Net Assets 2019: $1,669,9792019Assets 2020: $2,398,809Liabilities 2020: $231,774Net Assets 2020: $2,167,0352020Assets 2021: $2,857,445Liabilities 2021: $489,656Net Assets 2021: $2,367,7892021Assets 2022: $3,636,933Liabilities 2022: $193,800Net Assets 2022: $3,443,1332022Assets 2023: $3,417,931Liabilities 2023: $242,006Net Assets 2023: $3,175,9252023Assets 2024: $3,402,800Liabilities 2024: $240,614Net Assets 2024: $3,162,1862024

Highlighted filing

2024

Assets$3,402,800
Liabilities$240,614
Net Assets$3,162,186

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,334,4782010Revenue 2011: $2,054,680Expenses 2011: $1,296,328Net Income 2011: $758,3522011Revenue 2012: $1,196,592Expenses 2012: $1,375,935Net Income 2012: -$179,3432012Revenue 2013: $1,139,452Expenses 2013: $1,360,509Net Income 2013: -$221,0572013Revenue 2014: $1,276,741Expenses 2014: $1,317,284Net Income 2014: -$40,5432014Revenue 2015: $1,350,064Expenses 2015: $1,319,093Net Income 2015: $30,9712015Revenue 2016: $1,582,996Expenses 2016: $1,410,277Net Income 2016: $172,7192016Revenue 2017: $1,012,813Expenses 2017: $1,466,203Net Income 2017: -$453,3902017Revenue 2018: $1,949,630Expenses 2018: $1,653,951Net Income 2018: $295,6792018Revenue 2019: $2,049,533Expenses 2019: $1,791,693Net Income 2019: $257,8402019Revenue 2020: $2,645,663Expenses 2020: $2,148,607Net Income 2020: $497,0562020Revenue 2021: $2,624,930Expenses 2021: $2,424,176Net Income 2021: $200,7542021Revenue 2022: $3,535,557Expenses 2022: $2,460,212Net Income 2022: $1,075,3452022Revenue 2023: $2,391,534Expenses 2023: $2,658,742Net Income 2023: -$267,2082023Revenue 2024: $2,664,413Expenses 2024: $2,678,152Net Income 2024: -$13,7392024

Highlighted filing

2024

Revenue$2,664,413
Expenses$2,678,152
Net Income-$13,739

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.24$3.16$2.66$2.68$0.01
2023Summary only. Only limited summary data is available for this year.$3.42$0.24$3.18$2.39$2.66$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.19$3.44$3.54$2.46$1.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.49$2.37$2.62$2.42$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.23$2.17$2.65$2.15$0.50
2019Summary only. Only limited summary data is available for this year.$1.80$0.13$1.67$2.05$1.79$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.13$1.41$1.95$1.65$0.30
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.12$1.12$1.01$1.47$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.11$1.57$1.58$1.41$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.09$1.40$1.35$1.32$0.03
2014Summary only. Only limited summary data is available for this year.$1.44$0.07$1.37$1.28$1.32$0.04
2013Summary only. Only limited summary data is available for this year.$1.48$0.07$1.41$1.14$1.36$0.22
2012Summary only. Only limited summary data is available for this year.$1.70$0.07$1.63$1.20$1.38$0.18
2011Summary only. Only limited summary data is available for this year.$1.87$0.06$1.81$2.05$1.30$0.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.09$1.05$1.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 28, 2025
Return Version
2024v5.2
Gross Receipts
$4,110,608
Mission and Program Overview

Mission

Operation Access enables local health care providers to donate surgical and specialty care to people in need. We envision health care equity for people facing barriers to care.

We connect people facing barriers to care with surgical and specialty services donated by local providers to advance health equity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,218,996$2,743,410▲ $1,524,414
Investments in Publicly Traded Securities$1,446,045$0▼ $1,446,045
Accounts Receivable$575,499$452,650▼ $122,849
Cash and Non-Interest-Bearing Accounts$129,945$167,407▲ $37,462
Prepaid Expenses and Deferred Charges$44,446$36,333▼ $8,113
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,417,931$3,402,800▼ $15,131
Other Assets Total$3,000$3,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$242,006$234,114▼ $7,892
Deferred Revenue$0$6,500▲ $6,500
Total Liabilities$242,006$240,614▼ $1,392
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,544,225$2,621,686▲ $77,461
Net Assets With Donor Restrictions$631,700$540,500▼ $91,200
Total Net Assets Fund Balance$3,175,925$3,162,186▼ $13,739
Total Liabilities and Net Assets / Fund Balance$3,417,931$3,402,800▼ $15,131

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$34,884$34,884
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason BeersPresident and CEOFT$199,508$9,946$209,454
Scott BenbowDevelopment DirectorFT$109,776$29,306$139,082
Alison BalickProgram DirectorFT$120,399$13,103$133,502
Nadia ThindAssociate DirectorFT$108,172$14,325$122,497
Marisol Ponce de LeonComm., Finance, & Admin. ManagerFT$102,329$13,996$116,325

Board Members and Trustees

NameTitle
Dewi Lucia BurtonChair
Colleen Townsend MDVice Chair
Andrea DeBerryBoard Member
Geoff McHughBoard Member
Greg SieckBoard Member
John Paro MDBoard Member
Kim Gonzalez BarreraBoard Member
Prateesh MaheshwariBoard Member
Tierney TeelingBoard Member
Monique ZmudaBoard Member (end Feb.)
Stephanie SantosBoard Member (end Mar.)
Gabriella MaestasBoard Member (end Nov.)
Chris Jaeger MDBoard Member (start Feb.)
Hue LeBoard Member (start Feb.)
Eva GamboaSecretary
Kimberly SokoloffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,546,531
Program Service Revenue
$0
Investment Income
$116,482
Other Revenue
$1,400
All Other Contributions
$1,128,031
Change in Net Assets
$-13,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,664,413
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,223,287
Total Revenue per Audited Statements
$21,887,700
Total Revenue per Form 990
$2,664,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,297,068
Other Expenses$381,084
Total Fundraising Expense$187,756
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,442,641$88,710$111,885$1,643,236
Other Employee Benefits$201,547$11,626$13,555$226,728
Current Officers, Directors, Trustees, and Key Employees$163,374$23,459$22,621$209,454
Payroll Taxes$124,688$8,871$10,203$143,762
Office Expenses$114,049$5,959$7,514$127,522
Pension Plan Contributions$64,950$4,061$4,877$73,888
Advertising$41,615$21$951$42,587
Travel$39,969$408$534$40,911
Information Technology$36,517--$36,517
Occupancy$32,022$1,885$2,094$36,001
Fees for Services Other$26,734$17$24$26,775
Fees for Services Accounting-$21,920-$21,920
Insurance$11,440$674$748$12,862
Other Expenses$23,195$44$12,750$12,794
Total Functional Expenses$2,322,741$167,655$187,756$2,678,152

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,901,439
Expenses Not Reported on Form 990$19,223,287
Expenses per Audited Statements$2,678,152
Total Expenses per Form 990$2,678,152
Expenses Not Reported on Financial Statements$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
No
Subject to proxy tax
No
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, Part VI, Section B, line 11B

Board members are provided a copy of Form 990, and have an opportunity to review and provide feedback, prior to filing.

Form 990, Part VI, Section B, line 12C

The officers, directors, trustees and key employees are required annually to disclose any interests. The conflict of interest policy is reviewed annually to ensure staff and Board Members are in compliance.

Form 990, Part VI, Section B, line 15

Executive Committee of the Board (the officers) and/or the Board Compensation Committee make recommendations to the full Board regarding CEO compensation. The full Board sets CEO compensation. Information from the annual Fair Pay for Northern California Nonprofits: Compensation & Benefits Survey Report of Nonprofit Compensation Associates, INC, is considered by the Compensation Committee in the determination of appropriate compensation.

Form 990, Part VI, Section C, line 19

On our website and upon request.

Filing and Contact Details

Filer

Filer Name
Ambulatory Surgery Access Coalition
EIN
94-3180356
Phone
4157330052
Address
312 Sutter Street 608, San Francisco, CA 94108
Doing Business As
Operation Access

Signing Officer

Name
Jason Beers
Title
President & CEO
Phone
4157330052
Signed
2025-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Beers
Formed
1993
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
13
Employees
21
Volunteers
1,000

Preparer

Firm
Harrington Group CPAs LLP
Address
2698 Mataro Street, Pasadena, CA 91107
Preparer
Carlos A Davis CPA
Phone
6264036801
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

Operation Access is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Operation Access in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Operation Access' returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.

Raw XML AppendixShowing 400 of 555 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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IRS990/Form990PartVIISectionAGrp/PersonNm0Dewi Lucia Burton
IRS990/Form990PartVIISectionAGrp/PersonNm1Colleen Townsend MD
IRS990/Form990PartVIISectionAGrp/PersonNm2Kimberly Sokoloff
IRS990/Form990PartVIISectionAGrp/PersonNm3Eva Gamboa
IRS990/Form990PartVIISectionAGrp/PersonNm4Kim Gonzalez Barrera
IRS990/Form990PartVIISectionAGrp/PersonNm5Andrea DeBerry
IRS990/Form990PartVIISectionAGrp/PersonNm6Chris Jaeger MD
IRS990/Form990PartVIISectionAGrp/PersonNm7Hue Le
IRS990/Form990PartVIISectionAGrp/PersonNm8Gabriella Maestas
IRS990/Form990PartVIISectionAGrp/PersonNm9Prateesh Maheshwari
IRS990/Form990PartVIISectionAGrp/PersonNm10Geoff McHugh
IRS990/Form990PartVIISectionAGrp/PersonNm11John Paro MD
IRS990/Form990PartVIISectionAGrp/PersonNm12Stephanie Santos
IRS990/Form990PartVIISectionAGrp/PersonNm13Greg Sieck
IRS990/Form990PartVIISectionAGrp/PersonNm14Tierney Teeling
IRS990/Form990PartVIISectionAGrp/PersonNm15Monique Zmuda
IRS990/Form990PartVIISectionAGrp/PersonNm16Jason Beers
IRS990/Form990PartVIISectionAGrp/PersonNm17Alison Balick
IRS990/Form990PartVIISectionAGrp/PersonNm18Scott Benbow
IRS990/Form990PartVIISectionAGrp/PersonNm19Nadia Thind
IRS990/Form990PartVIISectionAGrp/PersonNm20Marisol Ponce de Leon
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member (start Feb.)
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt16President and CEO
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