2025-02-17T14:15:05+00:00 2024-03-31 440160260 Forvis Mazars LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2023-04-01 541596178 Accessia Health ACCE 8047443813 PO BOX 5930 MIDLOTHIAN VA 23112 TIARA GREEN PRESIDENT 8047443813 2025-02-17 true April Arnold P01559426 5612991820 2025-02-13 2023 2025-03-06 01:10:19Z TIARA GREEN PO BOX 5930 MIDLOTHIAN VA 23112 29803251 false X ACCESSIAHEALTH.ORG X 1989 VA ACCESSIA HEALTH PROVIDES FINANCIAL ASSISTANCE, EDUCATION AND OTHER SERVICES TO INDIVIDUALS WHO COULD NOT OTHERWISE AFFORD THEIR HEALTHCARE. 6 6 38 0 0 0 15597686 27016296 109944 549044 128306 2118365 0 68797 15835936 29752502 8005320 15927412 0 0 950865 3373483 0 0 1092396 840762 3237792 9796947 22538687 6038989 7213815 89329097 97949298 1331580 936549 87997517 97012749 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. false false 19218159 15927412 549044 In fiscal year 2024, Accessia Health assisted 6,835 individuals living with a chronic Illness or disability. Accessia Health provided direct financial assistance to 3,774 individuals. In addition, Accessia Health provided case management, education, and legal services to support their healthcare needs. 19218159 true true false true false false false false false true false false false true true false true false false false false false false false false false false true true false false false false false false false false false false false false false true true false false false true 46 0 true 38 true false false false false false false false false false false false false X 6 6 false false false true false false false true true false false true true true true true true true true false CA IN X X LAMONT BROWN 8047443813 3104 E BOUNDARY CT MIDLOTHIAN VA 23112 BRIAN LANDRY VICE CHAIR AND SECRETARY 2.2 0.0 X X 10000 0 0 MITCH MULA BOARD CHAIR 5.3 0.0 X X 7500 0 0 RUSSEL PHILLIPS JR TREASURER 2.2 0.0 X X 10000 0 0 BRIAN FINK BOARD MEMBER 1.8 0.0 X 10000 0 0 HOWARD LEE SMITH BOARD MEMBER 1.7 0.0 X 10000 0 0 LUD KIMBROUGH III BOARD MEMBER 2.0 0.0 X 10000 0 0 TERRIE GLASS BOARD MEMBER 1.0 0.0 X 5000 0 0 DEANNA CALLAHAN CHIEF COMPLIANCE OFFICER (Outgoing) 40.0 0.0 X 120415 0 10215 GWEN COOPER CEO/ PRESIDENT (Outgoing) 40.0 0.0 X 587477 0 20105 MICHAEL HOLDREN EVP, INFORMATION TECHNOLOGY 40.0 0.0 X 179999 0 7175 TIARA GREEN PRESIDENT (Promotion) 40.0 0.0 X 177348 0 5556 ANNA BROWN VP, MARKETING & COMMUNICATIONS 40.0 0.0 X 123875 0 0 DAVID GRIFFITHS VP, DEVELOPMENT 40.0 0.0 X 138597 0 36512 JENNIFER NOONAN VP, CLINICAL STRATEGY AND PATIENT ENGAGEMENT 40.0 0.0 X 117825 0 4810 LAMONT BROWN EVP, FINANCE & ADMINISTRATION 40.0 0.0 X 148073 0 33553 MARK BONAFE SENIOR SOFTWARE ENGINEER 40.0 0.0 X 139518 0 5556 1795627 0 123482 12 false true false Ennas Technology System Integration Inc PO Box 2380 Mechanicsville VA 23116 IT Systems Support 306928 Data Directions Inc 9204 Center Oak Ct Suite A Mechanicsville VA 23116 IT Systems Support 305375 Sidley Austin LLP PO Box 0642 Chicago IL 60624 Legal 233045 Rithm Health 54 Morton Street Andover MA 01810 Development Consultant 227849 Dittoe Public Relations Inc 6426 N College Avenue Indianapolis IN 46220 Public Relations 166142 9 34914 824998 26156384 27016296 FEES FOR CONTRACTED SERVICES 900099 549044 549044 0 0 0 0 549044 2096939 2096939 0 0 72175 50749 21426 0 21426 21426 MISCELLANEOUS INCOME 900099 68797 68797 0 0 0 0 68797 29752502 549044 0 2187162 15927412 15927412 1170791 337249 553074 280468 1738510 1314666 255576 168268 55005 41595 8086 5324 221791 167719 32605 21467 187386 141702 27547 18137 378286 76014 302126 146 165872 33331 132477 64 628 0 529 99 64188 724 63464 63800 39632 20130 4038 617143 440586 138396 38161 123520 74112 40762 8646 182836 93706 42946 46184 75470 45282 24905 5283 68173 40904 22497 4772 SUBCONTRACTORS 1335709 414083 508600 413026 DUES & SUBSCRIPTIONS 92480 1197 76541 14742 PUBLIC RELATIONS 38400 7716 30669 15 TRANSACTION FEES 8387 99 8196 92 22900 21154 1746 0 22538687 19218159 2228132 1092396 46198020 20811965 18704551 4638162 10628696 1036436 0 0 0 0 103231 106092 3197818 1551217 1722071 1646601 7532804 65134311 0 0 4439724 4575731 89329097 97949298 832421 491965 0 0 499159 444584 1331580 936549 X 23343598 31041412 64653919 65971337 87997517 97012749 89329097 97949298 X 7213815 1362451 438966 X false true X true false X 49587584 29820959 46218604 15597686 27016296 168241129 0 0 49587584 29820959 46218604 15597686 27016296 168241129 130344931 37896198 181960 69913 290019 128306 2096939 2767137 0 6114 12859 1166 0 68797 88936 171097202 72175 0.2215 0.1959 X Schedule A, Part II, Line 17a FACTS AND CIRCUMSTANCES TEST: 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 FISCAL YEAR 2024, ACCESSIA HEALTH HAD 6,835 INDIVIDUALS ON ASSISTANCE. ACCESSIA HEALTH ASSISTED 3,774 INDIVIDUALS WITH THEIR PRESCRIPTION DRUG COPAYMENTS, HEALTH INSURANCE PREMIUMS, MEDICAL AND OTHER OUT-OF-POCKET EXPENSES, AND TRAVEL COSTS. IN ADDITION, ACCESSIA HEALTH PROVIDED 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 93 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 FISCAL YEAR 2024, RECEIVING WELL ABOVE 10% OF ITS PUBLIC SUPPORT FROM THESE DONORS. 2. IN FISCAL YEAR 2024, ACCESSIA HEALTH PROVIDED ASSISTANCE TO PATIENTS IN 43 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. Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 6114.0, COLUMN B - 12859.0, COLUMN C - 1166.0, COLUMN D - 0.0, COLUMN E - 68797.0, COLUMN F - 88936.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 22538687 0 22538687 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 577244 85096 94701 0 757041 250000 250000 250000 250000 1000000 1500000 0 0 0 291100 291100 2612430 1266044 1346386 218421 218421 0 75867 66752 9115 1646601 Death Benefit Payable 327316 Operating Lease Liabilities 117268 444584 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 MARCH 31, 2024. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICATION. true Copay Assistance 1731 6074034 Medical Expenses Assistance 1055 1742987 Premium Assistance 2316 7740356 Travel Expense Assistance 997 370035 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 true false false false false false false false false GWEN COOPER CEO/ PRESIDENT (Outgoing) 212477 0 0 0 375000 0 7500 0 12605 0 607582 0 0 0 MICHAEL HOLDREN EVP, INFORMATION TECHNOLOGY 179999 0 0 0 0 0 7175 0 0 0 187174 0 0 0 TIARA GREEN PRESIDENT (Promotion) 177348 0 0 0 0 0 5556 0 0 0 182904 0 0 0 LAMONT BROWN EVP, FINANCE & ADMINISTRATION 148073 0 0 0 0 0 6242 0 27311 0 181626 0 0 0 DAVID GRIFFITHS VP, DEVELOPMENT 138347 0 250 0 0 0 5916 0 30596 0 175109 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Gwen Cooper received a $375,000 separation payment per employment contract agreement with Board of Directors. Form 990, Part VI, Line 15a & B - PROCESS TO ESTABLISH COMPENSATION 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, Line 5 Diversion of organization assets During the tax year, Accessia Health became aware that former employees diverted approximately $789,000 of its assets for their personal benefit. None of the perpetrators of the fraud remain employed with the organization. Accessia Health engaged forensic experts and proactively referred this matter to law enforcement for further investigation. An amount equal to nearly 100% of the diverted funds is in the process of being recovered and all impacted programs will be made financially whole. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS ELECTRONICALLY SENT TO MANAGEMENT, THE AUDIT COMMITTEE, AND THE FULL BOARD FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Uncollectible Pledge Expense - 438966; ACCESSIA HEALTH FOUNDATION 3104 E BOUNDARY COURT MIDLOTHIAN VA 23112 262272338 PROMOTE THE DEVELOPMENT OF ACCESSIA HEALTH VA 501(c)(3) Type I ACCESSIA HEALTH true ACCESIA INC 3104 E BOUNDARY COURT MIDLOTHIAN VA 23112 455275073 THIRD PARTY SERVICES FOR PATIENT ADMINISTRATIVE NEEDS CA ACCESSIA HEALTH C Corporation 0 6423 1 true false false true false false false false false false false false false false true true false false false false