2024-01-18T15:46:07-06:00 2022-12-31 440160260 FORVIS LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2022-01-01 541596178 ACCESSIA HEALTH PATI 8047443813 PO BOX 5930 MIDLOTHIAN VA 23112 TIARA GREEN INTERIM CEO 8047443813 2024-01-18 1 TIARA GREEN 999009999 0 LAKRISHA J CASTLEBERRY P01677333 8042827636 2024-01-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIARA GREEN PO BOX 5930 MIDLOTHIAN VA 23112 46777708 0 X ACCESSIAHEALTH.ORG X 1989 VA ACCESSIA HEALTH PROVIDES FINANCIAL ASSISTANCE, EDUCATION AND OTHER SERVICES TO INDIVIDUALS WHO COULD NOT OTHERWISE AFFORD THEIR HEALTHCARE. 8 8 44 0 0 0 29820959 46218604 3015366 267919 69913 290019 12859 1166 32919097 46777708 44243749 37723137 0 0 4363759 4160839 0 0 1037752 2484501 2706221 51092009 44590197 -18172912 2187511 82183430 83031516 1767711 1468348 80415719 81563168 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 HAVE SET A VISION THAT ALL PEOPLE HAVE ACCESS TO HEALTHCARE REGARDLESS OF THEIR DIAGNOSIS OR ZIP CODE. 0 0 40318331 37723137 269085 DIRECT ASSISTANCE TO THOSE LIVING WITH A CHRONIC ILLNESS OR DISABILITY. DIRECT FINANCIAL ASSISTANCE PROVIDED TO 7,031 INDIVIDUALS. ADDITIONAL SERVICES SUCH AS REFERRALS, CASE MANAGEMENT, EDUCATION, AND LEGAL SERVICES PROVIDED TO 4,321 INDIVIDUALS IN 2022. 40318331 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 57 0 1 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN CA X X LAMONT BROWN 8047443813 3104 E BOUNDARY CT MIDLOTHIAN VA 23112 MITCH MULA BOARD CHAIR 2.70 X X 10000 0 0 RUSSELL PHILLIPS JR TREASURER 2.50 X X 10000 0 0 BRIAN LANDRY SECRETARY 2.00 X X 10000 0 0 BRIAN FINK BOARD MEMBER 1.50 X 10000 0 0 DENISE GLOEDE BOARD MEMBER 1.00 X 10000 0 0 LUD KIMBROUGH III BOARD MEMBER 2.00 X 10000 0 0 TERRIE GLASS BOARD MEMBER 1.00 X 10000 0 0 HOWARD LEE SMITH BOARD MEMBER 2.00 X 10000 0 0 GWEN COOPER CEO/PRESIDENT 40.00 X 383803 0 49470 DEANNA CALLAHAN CHIEF COMPLIAN OFFICER 40.00 X 188032 0 19977 MICHAEL HOLDREN CHIEF INFORMATION OFFICER 40.00 X 172653 0 2716 TIARA GREEN SVP, PATIENT SERVICES 40.00 X 136551 0 35707 LAMONT BROWN VP, ADMINISTRATION 40.00 X 125586 0 33159 DAVID GRIFFITHS VP, BUSINESS DEVELOPMENT 40.00 X 122987 0 33097 JENNIFER NOONAN SR. DIR. CLINICAL PROG. & COMPLIANCE 40.00 X 106206 0 9198 MARK BONAFE SENIOR SOFTWARE ENGINEER 40.00 X 125385 0 5058 1441203 0 188382 11 0 1 0 ANKURA INTERMEDIATE HOLDINGS LP 2000 K STREET NW 12TH FLOOR WASHINGTON DC 20006 LEGAL SERVICES 179265 ENNAS TECHNOLOGY SYSTEM INTEGRATION INC PO BOX 2380 MECHANICSVILLE VA 23116 IT CONSULTING 177643 SIDLEY AUSTIN LLP PO BOX 0642 CHICAGO IL 60690 LEGAL SERVICES 163912 DATA DIRECTIONS INC 9204 CENTER OAK CT SUITE A MECHANICSVILLE VA 23116 IT CONSULTING 140400 MACONIT INC 10703 OLD SQUAWS LANE CHESTERFIELD VA 23838 IT CONSULTING 136728 5 5536 46213068 46218604 FEES FOR CONTRACTED SERVICES 900099 267919 267919 267919 290019 290019 MISCELLANEOUS INCOME 900099 1166 1166 1166 46777708 269085 0 290019 37723137 37723137 896651 174339 513929 208383 2638150 1306593 915858 415699 67113 33239 23299 10575 319259 158119 110834 50306 239666 118699 83202 37765 192664 20917 164677 7070 103720 11261 88653 3806 14128 436 9753 3939 3026 182 2844 87295 75960 3090 8245 564644 246448 300589 17607 96402 51093 37597 7712 244950 43143 90867 110940 85269 45192 33255 6822 58082 30783 22652 4647 SUBCONTRACTORS 891103 243794 519934 127375 DUES & SUBSCRIPTIONS 144581 3057 130779 10745 PUBLIC RELATIONS 73648 71916 1732 TRANSACTION FEES 36097 3919 30853 1325 110612 28202 82195 215 44590197 40318331 3234114 1037752 53314320 44889176 7999708 18606844 6463746 6046501 146351 201726 3197818 1454272 1809500 1743546 7917251 7320170 4532554 4223553 82183430 83031516 1167678 834178 600033 634170 1767711 1468348 X 17259188 15571450 63156531 65991718 80415719 81563168 82183430 83031516 2187511 -1040062 0 X 0 1 X 1 0 X 71827550 68859867 49587584 29820959 46218604 266314564 71827550 68859867 49587584 29820959 46218604 266314564 211369472 54945092 236733 695074 181960 69913 290019 1473699 53087 4326 6114 12859 1166 77552 267865815 0.20510 0.23830 X ACCESSIA HEALTH PROVIDES THE FOLLOWING FACTS AND CIRCUMSTANCES IN SUPPORT OF ITS ONGOING CLASSIFICATION AS A PUBLIC CHARITY.ACCESSIA HEALTH SEEKS DONATIONS AND GRANTS FROM A WIDE VARIETY OF SOURCES INCLUDING LOCAL, STATE, AND FEDERAL FUNDERS, CORPORATIONS, INDIVIDUALS, AND FOUNDATIONS. ACCESSIA HEALTH USES THE DONATIONS IT RECEIVES TO PROVIDE FINANCIAL ASSISTANCE AND OTHER SERVICES TO INDIVIDUALS LIVING WITH CHRONIC OR RARE DISEASES WHO ALSO MEET SPECIFIC ELIGIBILITY CRITERIA FOR ASSISTANCE. ELIGIBILITY FOR ASSISTANCE IS BASED ON UNIFORM CRITERIA ESTABLISHED IN EACH DISEASE FUND. ELIGIBLE APPLICANTS RECEIVE ASSISTANCE ON A FIRST COME, FIRST SERVED BASIS AS LONG AS FUNDING IS AVAILABLE. IF FUNDING IS NOT AVAILABLE, ELIGIBLE PATIENTS MAY ADD THEIR NAMES TO A LIST TO BE NOTIFIED IF FUNDING BECOMES AVAILABLE. PATIENTS PLACED ON THE WAIT LIST ARE NOTIFIED IN THE ORDER IN WHICH THEY WERE PLACED ON THE LIST. IN 2022 ACCESSIA HEALTH ASSISTED 7031 INDIVIDUALS WITH THEIR PRESCRIPTION DRUG COPAYMENTS, HEALTH INSURANCE PREMIUMS, MEDICAL AND OTHER OUT-OF-POCKET EXPENSES, AND TRAVEL COSTS. IN ADDITION, ACCESSIA HEALTH SERVED 4321 INDIVIDUALS BY PROVIDING CASE MANAGEMENT AND LEGAL SERVICES TO SUPPORT THEIR HEALTHCARE NEEDS. ASSISTANCE IS PROVIDED TO INDIVIDUALS WITH PUBLIC AND PRIVATE INSURANCE AND TO THOSE WHO MAY BE UNINSURED. 1. ACCESSIA HEALTH SOLICITS DONATIONS FOR ITS 79 DISEASE-SPECIFIC FUNDS ON AN ONGOING BASIS FROM A WIDE VARIETY OF DONOR TYPES, INCLUDING THE PUBLIC. ACCESSIA HEALTH RECEIVED DONATIONS FROM MORE THAN 100 CORPORATIONS, FOUNDATIONS, AND INDIVIDUALS IN 2022, RECEIVING WELL ABOVE 10% OF ITS PUBLIC SUPPORT FROM THESE DONORS. 2. IN 2022 ACCESSIA HEALTH PROVIDED ASSISTANCE TO PATIENTS IN 36 DISTINCT DISEASE PROGRAMS. PATIENTS IN THESE PROGRAMS HAVE EITHER PUBLIC INSURANCE, PRIVATE INSURANCE OR MAY BE UNINSURED.3. DONATIONS FROM CORPORATIONS FREQUENTLY SPAN MULTIPLE BUSINESS UNITS. ONE CORPORATION PROVIDING A GIFT MAY BE RESTRICTED TO SPECIFIC DISEASE FUND, AND A DONATION FROM THE SAME CORPORATION, BUT A DIFFERENT BUSINESS UNIT MAY SUPPORT A DIFFERENT PATIENT POPULATION WITH A DIFFERENT DISEASE. 4. ACCESSIA HEALTH IS GOVERNED BY A BOARD OF DIRECTORS, REPRESENTING THE BROAD INTERESTS OF THE PUBLIC TO FURTHER THE MISSION OF THE ORGANIZATION. BOARD MEMBERS REPRESENT A VARIETY OF BUSINESS SECTORS INCLUDING HEALTHCARE, NONPROFIT, BUSINESS DEVELOPMENT, LEGAL AND FINANCIAL. 5. ACCESSIA HEALTH OPERATES INDEPENDENTLY OF ALL ITS DONORS AND ALL OF ITS PROGRAMS ARE ESTABLISHED BY THE BOARD OF DIRECTORS BEFORE DONATIONS FOR ANY DISEASE FUND ARE SOLICITED. 6. ACCESSIA HEALTH ALSO SOLICITS UNRESTRICTED DONATIONS TO FURTHER ITS MISSION OF PROVIDING ADDITIONAL SERVICES FOR PATIENTS, SUCH AS CASE MANAGEMENT, LEGAL SERVICES, AND EDUCATION, THAT DO NOT DIRECTLY FINANCIALLY SUPPORT THE PATIENT'S HEALTHCARE FINANCES BUT EMPOWER THE PATIENT TO FULLY PARTICIPATE IN HIS OR HER HEALTHCARE. 7. ACCESSIA HEALTH'S PROGRAMS PROVIDE A GREAT PUBLIC BENEFIT SERVING AS A CRITICAL SAFETY NET TO THOUSANDS OF PATIENTS EACH YEAR WHO COULD NOT OTHERWISE AFFORD THEIR MEDICATIONS, TREATMENTS, OR HEALTH INSURANCE. 8. ACCESSIA HEALTH PROVIDES EDUCATION AND OTHER SERVICES TO THE PUBLIC THROUGH WEBINARS, VIDEOS, SOCIAL MEDIA AND WEBSITES. PARTICIPANTS IN THESE PROGRAMS ARE NOT REQUIRED TO BE CURRENT PATIENTS IN AN ACCESSIA HEALTH PROGRAM. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94701 94701 40257767 40352468 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 660429 577244 85096 94701 1417470 250000 250000 250000 250000 1000000 1500000 291100 291100 2612430 1177147 1435283 218421 218421 0 75867 58704 17163 1743546 INVESTMENT IN ACCESIA 2923320 DEPOSITS 2000 LIFE INSURANCE ANNUITY 1298233 4223553 DEATH BENEFIT PAYABLE 634170 634170 X PART X, LINE 2: 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 DECEMBER 31, 2022. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICATION. 1 COPAY ASSISTANCE 8230 24664617 MEDICAL EXPENSE ASSISTANCE 4539 1677333 PREMIUM ASSISTANCE 4110 11156825 TRAVEL EXPENSE ASSISTANCE 3971 224362 PART I, LINE 2: THE BOARD REVIEWS GRANTS ACCORDING TO THE PROGRAM PARAMETERS. RECORDS ARE KEPT TO SUBSTANTIATE THE AMOUNT OF THE GRANT ASSISTANCE. INDIVIDUAL GRANT ASSISTANCE RECIPIENTS MUST PROVIDE SUPPORTING DOCUMENTATION TO ACCESSIA HEALTH IN ORDER TO VALIDATE EXPENSES FOR AWARDED FUNDS. X X X 0 0 0 0 0 0 0 0 0 GWEN COOPER CEO/PRESIDENT 362203 0 21600 0 0 0 12200 0 37270 0 433273 0 0 0 DEANNA CALLAHAN CHIEF COMPLIAN OFFICER 187432 0 600 0 0 0 7709 0 12268 0 208009 0 0 0 MICHAEL HOLDREN CHIEF INFORMATION OFFICER 172053 0 600 0 0 0 2716 0 0 0 175369 0 0 0 TIARA GREEN SVP, PATIENT SERVICES 135951 0 600 0 0 0 5822 0 29885 0 172258 0 0 0 LAMONT BROWN VP, ADMINISTRATION 118736 0 6850 0 0 0 5274 0 27885 0 158745 0 0 0 DAVID GRIFFITHS VP, BUSINESS DEVELOPMENT 122487 0 500 0 0 0 0 0 33097 0 156084 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS ELECTRONICALLY SENT TO MANAGEMENT, THE AUDIT COMMITTEE, AND THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C 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, SECTION B, LINE 15 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, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ACCESSIA HEALTH FOUNDATION 3104 E BOUNDARY COURT MIDLOTHIAN VA 23112 262272338 PROMOTE THE DEVELOPMENT OF ACCESSIA HEALTH VA 501(C)(3) LINE 12A, I ACCESSIA HEALTH 1 ACCESIA INC 3104 E BOUNDARY COURT MIDLOTHIAN VA 23112 455275073 THIRD PARTY SERVICES FOR PATIENT ADMINISTRATIVE NEEDS CA ACCESSIA HEALTH C 7868 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ACCESSIA HEALTH FOUNDATION C 5536 CASH