Accesslex Institute

Access Group

West Chester, PA
Tax-exempt since June 1993
EIN: 23-2719985

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Public, Society Benefit — Multipurpose and Other / Financial Institutions, Services (Non-Government Related) (NTEE)

Donations to this organization are tax deductible.

Revenue

$77.9M (2023)

Expenses

$76.5M (2023)

Total Assets

$1.82B (2023)

Total Liabilities

$1.01B (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2023

Revenue

$77,938,285

Expenses

$76,455,750

Net Income

$1,482,535

Net Assets

$813,479,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$65,541,003	84.1%
Investment Income	$9,710,302	12.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$213,671	0.3%
Net Fundraising	$0
Sales of Assets	$2,409,064	3.1%
Net Inventory Sales	$0
Other Revenue	$64,245	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,140,445	4.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,678,226	8.7%

Assets/Debt
Total Assets	$1,820,687,091
Total Liabilities	$1,007,208,085
Net Assets	$813,479,006

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher P Chapman (President & Ceo)	$697,770	$299,045	$148,037
Debra Swartz (Svp General Counsel & Cco)	$348,983	$0	$93,387
Aaron N Taylor (Svp, Exec. Director For Legal Ed)	$327,142	$0	$48,116
James R Cassity (Svp Corp Operations And Cio)	$266,616	$0	$42,601
Samuel Geenhalgh Jr (Svp And Cfo)	$260,712	$0	$59,903
David J Ramage (Svp And Cio)	$258,484	$0	$57,278
Robert J Greenawalt (Managing Dir Port Mgmt)	$178,106	$0	$56,648
Tiffane Cochran (Vp Research)	$173,599	$0	$29,278
Valerie Young (Managing Director Hr)	$168,838	$0	$55,628
Jennifer Schott (Managing Dir Financial Ed)	$159,462	$0	$16,129
Cynthia A Cassity (Svp Strategic Engagement & Helix Coo)	$158,735	$158,736	$57,546
Joyce Glanfield (Managing Dir Asst Controller)	$153,341	$0	$45,612
Olga O'donnell (Managing Dir Asst Gen Counsel)	$151,043	$0	$28,320
Evneet Khurana (Vp, Marketing & Communications)	$142,541	$0	$419
Deborah A Fabryka (Exec Asst.& Asst Secretary)	$106,819	$0	$22,363
Robert K Rasmussen (Board Chair)	$0	$0	$0
Mary Crossley (Board Vice Chair)	$0	$0	$0
David Brennen (Board Sec/Treasurer)	$0	$0	$0
Danielle M Conway (Board Member)	$0	$0	$0
Mark C Dawkins (Board Member)	$0	$0	$0
Vilas Dhar (Board Member (Beg. 11/2022))	$0	$0	$0
Chris Guthrie (Board Member)	$0	$0	$0
Renee Mcdonald Hutchins (Board Member (Beg. 04/2022))	$0	$0	$0
Maureen A O'rourke (Board Member)	$0	$0	$0
Austen L Parrish (Board Member)	$0	$0	$0
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990

Filed on Feb. 9, 2024

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Fiscal Year Ending March
2022

Revenue

$71,548,007

Expenses

$67,049,586

Net Income

$4,498,421

Net Assets

$871,486,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$48,060,182	67.2%
Investment Income	$9,976,833	13.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$13,426,921	18.8%
Net Inventory Sales	$0
Other Revenue	$84,071	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,582,530	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,700,261	10.0%

Assets/Debt
Total Assets	$2,183,370,969
Total Liabilities	$1,311,884,930
Net Assets	$871,486,039

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher Chapman (President, Ceo)	$761,248	$214,409	$144,385
Debra Swartz (Svp, General Counsel And Cco)	$317,562	$0	$83,376
Aaron N Taylor (Svp, Exec. Director For Legal Ed)	$315,938	$0	$41,668
Cynthia A Cassity Sibley (Svp, Strategic Engagement & Coo)	$256,496	$42,923	$47,239
James R Cassity (Vp, Corp Operations And Cio)	$245,434	$0	$39,834
David J Ramage (Vp Investments & Cio)	$242,630	$0	$55,148
Samuel Greenhalgh Jr (Vp & Chief Financial Officer)	$242,389	$0	$56,810
Robert J Greenawalt (Managing Dir Port Mgmt)	$184,211	$0	$54,671
Tiffane Cochran (Managing Dir Research)	$176,315	$0	$25,999
Valerie Young (Managing Dir Hr)	$166,845	$0	$52,571
Jennifer Schott (Managing Dir Financial Ed)	$158,333	$0	$15,097
Joyce Glanfield (Managing Dir Asst Controller)	$154,612	$0	$46,527
Deborah A Fabryka (Exec. Asst. And Asst. Secr)	$102,278	$0	$21,277
Wh Knight Jr (Board Chair)	$0	$0	$0
Robert K Rasmussen (Board Vice Chair)	$0	$0	$0
Mary Crossley (Board Secretary/Treasurer)	$0	$0	$0
David A Brennen (Board Member)	$0	$0	$0
Danielle M Conway (Board Member)	$0	$0	$0
Mark C Dawkins (Board Member)	$0	$0	$0
Chris Guthrie (Board Member)	$0	$0	$0
Maureen A O'rourke (Board Member)	$0	$0	$0
Austen L Parrish (Board Member)	$0	$0	$0
Ralph D Sinsheimer (Board Member)	$0	$0	$0
William Ks Wang (Board Member)	$0	$0	$0

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990

Filed on Feb. 3, 2023

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Fiscal Year Ending March
2021

Revenue

$95,736,485

Expenses

$83,513,828

Net Income

$12,222,657

Net Assets

$865,793,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$78,135,230	81.6%
Investment Income	$7,527,026	7.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$7,904,442	8.3%
Net Inventory Sales	$0
Other Revenue	$2,169,787	2.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,321,302	2.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,669,587	8.0%

Assets/Debt
Total Assets	$3,025,741,930
Total Liabilities	$2,159,948,110
Net Assets	$865,793,820

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher Chapman (President, Ceo)	$816,177	$0	$141,937
Debra Swartz (Svp, General Counsel And Cco)	$302,790	$0	$74,146
Aaron Taylor (Svp, Exec. Director For Legal Ed)	$297,127	$0	$37,570
Cynthia A Cassity Sibley (Svp, Education And Strategic Engt)	$275,471	$0	$39,238
David Ramage (Vp, Investments And Corporate Devel)	$224,954	$0	$52,160
James Cassity (Vp, Corporate Operations)	$220,191	$0	$37,297
Samuel Greenhalgh Jr (Vice President & Controller)	$213,379	$0	$53,465
Lyssa Thaden (Managing Director, Helix)	$171,665	$0	$37,063
Robert Greenawalt (Managing Director, Portfolio Mgmt)	$168,694	$0	$52,404
Tiffane Cochran (Managing Director, Research)	$160,221	$0	$24,693
Valerie Young (Managing Director, Human Resources)	$146,132	$0	$47,292
Jennifer Schott (Managing Director, Financial Edu)	$145,616	$0	$13,204
Christopher Clements (Director, It Architecture)	$135,899	$0	$49,027
Deborah Fabryka (Exec. Asst. And Asst. Secretary)	$96,525	$0	$20,579
Wh Knight Jr (Board Chair)	$0	$0	$0
Robert K Rasmussen (Board Vice Chair)	$0	$0	$0
Mary Crossley (Board Secretary/Treasurer)	$0	$0	$0
David A Brennen (Board Member)	$0	$0	$0
Danielle M Conway (Board Member (Term Start Aug 2020))	$0	$0	$0
Mark C Dawkins (Board Member)	$0	$0	$0
Chris Guthrie (Board Member)	$0	$0	$0
Maureen A O'rourke (Board Member)	$0	$0	$0
Austen L Parrish (Board Member)	$0	$0	$0
Ralph D Sinsheimer (Board Member)	$0	$0	$0
William Ks Wang (Board Member)	$0	$0	$0
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990

Filed on Oct. 4, 2021

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Fiscal Year Ending March
2020

Revenue

$153,290,505

Expenses

$132,150,692

Net Income

$21,139,813

Net Assets

$617,156,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$135,356,383	88.3%
Investment Income	$11,830,639	7.7%
Bond Proceeds	$0
Royalties	$108,762	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,744,624	3.7%
Net Inventory Sales	$0
Other Revenue	$250,097	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,223,838	1.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,801,771	5.1%

Assets/Debt
Total Assets	$3,251,661,264
Total Liabilities	$2,634,504,762
Net Assets	$617,156,502

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher P Chapman (President & Ceo)	$807,744	$0	$162,837
Charles A Albano (Former Evp & Coo)	$388,308	$0	$0
Debra Swartz (Svp General Counsel & Cco)	$293,867	$0	$73,938
Aaron N Taylor (Svp & Ed Cen For Legal Edu Exc)	$292,636	$0	$32,549
Cynthia A Cassity Si (Svp Education&Strat. Engment)	$243,857	$0	$40,400
David J Ramage (Vp Investments & Corp Dev)	$224,940	$0	$41,759
James R Cassity (Vp Corporate Operations)	$215,646	$0	$31,566
Samuel Greenhalgh Jr (Vp & Controller)	$200,982	$0	$40,743
David Getty (Vp Risk Mg&Fin Alys(end 7/19))	$180,185	$0	$23,236
Robert J Greenawalt (Managing Dir Port Mgmt)	$175,145	$0	$40,044
Lyssa Thaden (Managing Dir Bar Review)	$172,414	$0	$29,543
Tiffane Cochran (Managing Director, Research)	$157,916	$0	$21,294
Christopher D Clement (Director Network Ops&Data Arc)	$142,039	$0	$38,699
Sara Berman (Dir Programs From Academ)	$136,905	$0	$27,193
Deborah A Fabryka (Exec Asst.& Asst Secretary)	$95,463	$0	$17,327
Hannah R Arterian (Director (End 4/1/20))	$0	$0	$0
Wh Knight Jr (Board Chair)	$0	$0	$0
David Brennen (Director)	$0	$0	$0
Clarine Nardi Riddle (Director)	$0	$0	$0
Mary Crossley (Director Secretary/Treasurer)	$0	$0	$0
Mark C Dawkins (Director)	$0	$0	$0
Maureen A O'rourke (Director)	$0	$0	$0
Robert K Rasmussen (Board Vice Chair)	$0	$0	$0
William Ks Wang (Director)	$0	$0	$0
Austen L Parrish (Director)	$0	$0	$0
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990

Filed on Sept. 29, 2020

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990-T

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Fiscal Year Ending March
2019

Revenue

$181,130,536

Expenses

$152,227,192

Net Income

$28,903,344

Net Assets

$696,381,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$163,647,052	90.3%
Investment Income	$12,924,167	7.1%
Bond Proceeds	$0
Royalties	$136,724	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,985,902	2.2%
Net Inventory Sales	$0
Other Revenue	$436,691	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,492,587	1.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,840,871	4.5%

Assets/Debt
Total Assets	$3,769,267,979
Total Liabilities	$3,072,886,630
Net Assets	$696,381,349

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher P Chapman (President & Ceo)	$790,619	$0	$141,513
Charles A Albano (Evp & Coo (End 10/5/18))	$454,459	$0	$47,265
Debra Swartz (Svp General Counsel & Cco)	$282,896	$0	$67,733
Aaron N Taylor (Vp & Ed Cen For Legal Edu Exc)	$276,213	$0	$22,081
Cynthia A Cassity Sibley (Vp Education&Strat. Engment)	$217,508	$0	$27,423
David J Ramage (Vp Investments&Corp Dev)	$216,357	$0	$48,442
James R Cassity (Vp It)	$197,284	$0	$33,539
David Getty (Vp Risk Mgmt&Fin Analysis)	$184,594	$0	$46,385
Evan Parker (Md Analytics (End 2/1/19))	$178,847	$0	$33,415
Robert J Greenawalt (Managing Dir Port Mgmt)	$169,788	$0	$47,535
Kathleen Isaacs (Md Bus Dev (End 2/1/19))	$157,091	$0	$13,207
Samuel Greenhalgh Jr (Controller)	$153,488	$0	$46,285
Thaden Lyssa (Managing Director, Financial E)	$149,517	$0	$32,213
Christopher D Clements (Director Network Ops&Data Arc)	$142,013	$0	$44,913
Deborah A Fabryka (Exec Asst.& Asst Secretary)	$87,238	$0	$18,890
Hannah R Arterian (Director)	$0	$0	$0
Wh Knight Jr (Board Chair)	$0	$0	$0
David Brennen (Director)	$0	$0	$0
Clarine Nardi Riddle (Director)	$0	$0	$0
Mary Crossley (Director Secretary/Treasurer)	$0	$0	$0
Mark C Dawkins (Director)	$0	$0	$0
Maureen A O'rourke (Director)	$0	$0	$0
Robert K Rasmussen (Board Vice Chair)	$0	$0	$0
William Ks Wang (Director)	$0	$0	$0
Austen L Parrish (Director)	$0	$0	$0
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990

Filed on Sept. 26, 2019

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990-T

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Fiscal Year Ending March
2018

Revenue

$170,422,091

Expenses

$133,080,704

Net Income

$37,341,387

Net Assets

$688,274,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$157,432,160	92.4%
Investment Income	$9,508,367	5.6%
Bond Proceeds	$0
Royalties	$275,408	0.2%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$936,255	0.5%
Net Inventory Sales	$0
Other Revenue	$2,269,901	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,383,620	1.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,572,946	4.2%

Assets/Debt
Total Assets	$4,271,167,063
Total Liabilities	$3,582,892,352
Net Assets	$688,274,711

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher P Chapman (President & Ceo)	$762,050	$0	$121,910
Charles A Albano (Evp & Coo)	$431,050	$0	$83,304
Debra Swartz (Svp General Counsel & Cco)	$265,796	$0	$68,394
David J Ramage (Vp Investments&Corp Dev)	$200,467	$0	$45,063
Mary M Chan (Vp Operations Admin)	$192,285	$0	$19,544
Cynthia A Cassity Sibley (Vp Education&Strat. Engment)	$189,327	$0	$24,329
David Getty (Vp Risk Mgmt&Fin Analysis)	$177,887	$0	$43,135
James R Cassity (Vp It)	$168,237	$0	$30,933
Robert J Greenawalt (Managing Dir Port Mgmt)	$163,876	$0	$45,212
Amy Tien Gordon (Managing Dir Partner Svcs)	$155,330	$0	$41,881
Evan Parker (Managing Dir Analytics)	$154,484	$0	$36,623
Christopher D Clements (Director Network Ops&Data Arc)	$151,120	$0	$43,361
Samuel Greenhalgh Jr (Controller)	$139,580	$0	$36,195
Aaron N Taylor (Svp & Ed Cen For Legal Edu Exc)	$129,196	$0	$6,044
Tiffane Cochran (Managing Dir Research)	$126,092	$0	$23,444
Deborah A Fabryka (Exec Asst. & Asst. Secretary)	$89,853	$0	$18,072
Hannah R Arterian (Board Chair)	$0	$0	$0
Wh Knight Jr (Board Vice Chair)	$0	$0	$0
David Brennen (Director)	$0	$0	$0
Clarine Nardi Riddle (Director)	$0	$0	$0
Mary Crossley (Director)	$0	$0	$0
Mark C Dawkins (Director)	$0	$0	$0
Maureen A O'rourke (Director)	$0	$0	$0
Robert K Rasmussen (Director/Board Treasurer)	$0	$0	$0
William Ks Wang (Director)	$0	$0	$0
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990

Filed on Sept. 28, 2018

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Fiscal Year Ending March
2017

Revenue

$170,134,976

Expenses

$123,949,818

Net Income

$46,185,158

Net Assets

$607,554,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$156,068,575	91.7%
Investment Income	$11,555,077	6.8%
Bond Proceeds	$0
Royalties	$219,473	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$811,324	0.5%
Net Inventory Sales	$0
Other Revenue	$1,480,527	0.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,439,744	2.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,458,623	3.6%

Assets/Debt
Total Assets	$4,716,638,964
Total Liabilities	$4,109,084,550
Net Assets	$607,554,414

990

Primary tax return for a nonprofit’s activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending March
2016

Revenue

$174,554,292

Expenses

$129,542,190

Net Income

$45,012,102

Net Assets

$515,930,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$166,533,402	95.4%
Investment Income	$6,285,167	3.6%
Bond Proceeds	$0
Royalties	$240,604	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$249,477	0.1%
Net Inventory Sales	$0
Other Revenue	$1,245,642	0.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,009,081	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,497,604	3.5%

Assets/Debt
Total Assets	$5,207,885,707
Total Liabilities	$4,691,955,468
Net Assets	$515,930,239

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher P Chapman (President & Ceo)	$847,865	$0	$54,421
Charles A Albano (Evp & Coo)	$438,505	$0	$37,336
Mary M Chan (Vp It Data & Info Management)	$251,017	$0	$20,243
Debra Swartz (Vp Legal Affairs/Cco)	$250,254	$0	$24,433
Michael J Mooney (Vp Controller)	$234,044	$0	$20,100
Elise Miller (Vp Research Programs)	$217,732	$0	$11,905
David J Ramage (Vp Investments&Corp Dev)	$174,670	$0	$12,532
Kathleen A Smith (Svp Public Aff (End July 2015))	$164,281	$0	$10,831
James R Cassity (Managing Dir It)	$162,475	$0	$17,982
Keith Coughey (Vp Risk Mgmt (End July 2015))	$158,701	$0	$12,938
Robert J Greenawalt (Managing Dir Port Mgmt)	$154,600	$0	$10,741
Christopher D Clements (Manager Network Ops)	$153,483	$0	$18,209
Amy Tien Gordon (Managing Dir Member Svcs)	$150,350	$0	$16,911
Peter J Tyrrell (Managing Dir Loan Recovery)	$136,350	$0	$10,822
Cynthia A Cassitysibley (Vp Marketing&Strat. Engment)	$132,602	$0	$13,221
Catharine Bailey (Vp Mbr Svcs (End June 2015))	$102,268	$0	$9,043
Deborah A Fabryka (Exec Asst.& Corp Secretary)	$88,577	$0	$9,468
William D Henderson (Vp & Cheif Strategy Officer Lm)	$1,011	$0	$0
Hannah R Arterian (Board Chair)	$0	$0	$0
Wh Knight Jr (Board Vice Chair)	$0	$0	$0
David Brennen (Director)	$0	$0	$0
Richard A Matasar (Director)	$0	$0	$0
Mary Crossley (Director)	$0	$0	$0
E Lynn Hampton (Director)	$0	$0	$0
Maureen A O'rourke (Director)	$0	$0	$0
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990

Filed on Feb. 14, 2017

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990-T

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Fiscal Year Ending March
2015

Revenue

$201,217,466

Expenses

$150,618,306

Net Income

$50,599,160

Net Assets

$499,431,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$192,816,607	95.8%
Investment Income	$5,680,717	2.8%
Bond Proceeds	$0
Royalties	$235,637	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,484,505	1.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,983,764	2.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,465,636	3.0%

Assets/Debt
Total Assets	$5,901,438,766
Total Liabilities	$5,402,007,009
Net Assets	$499,431,757

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher Chapman (President & Ceo)	$797,904	$0	$35,186
Charles A Albano (Evp And Coo)	$363,633	$0	$16,999
Jean M Francois (Svp Loan Op)	$272,343	$0	$5,051
Kathleen A Smith (Svp Pub Affairs)	$240,173	$0	$11,137
Mary Chan (Vp It Data & Info Management)	$237,420	$0	$18,858
Keith Coughey (Vp Risk Management)	$226,986	$0	$21,076
Debra Swartz (Vp Legal Affairs/Cco)	$189,963	$0	$8,937
Paul G Quigley (Vp Portfolio Management)	$161,812	$0	$7,067
Michael J Mooney (Vp And Controller)	$152,945	$0	$5,014
James R Cassity (Manager It)	$149,832	$0	$18,805
Kathleen M Majofsky (Manager Compliance & Loans Ops)	$145,976	$0	$5,726
Catherine Bailey (Vp Member Srvcs)	$144,816	$0	$7,434
Christopher D Clements (Manager Database Management)	$131,790	$0	$19,900
Amy Tien Gordon (Managing Director Member Svc)	$130,419	$0	$16,867
Dianna Frank (Director Market Communications)	$122,613	$0	$19,859
Elise Miller (Vp Research Programs)	$82,229	$0	$2,248
Deborah Fabryka (Corporate Secretary)	$79,879	$0	$8,280
David J Ramage (Vp Investment Portfolio)	$59,833	$0	$2,398
Hannah R Arterian (Board Chair)	$0	$0	$0
Wh Knight Jr (Board Vice Chair)	$0	$0	$0
Robert K Rasmussen (Board Director/Treasurer)	$0	$0	$0
David Brennen (Director)	$0	$0	$0
Richard A Matasar (Director)	$0	$0	$0
Mary Crossley (Director)	$0	$0	$0
E Lynn Hampton (Director)	$0	$0	$0
See filing for compensation of 3 other people →

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990

Filed on Feb. 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2014

Revenue

$245,346,868

Expenses

$181,009,292

Net Income

$64,337,576

Net Assets

$449,062,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$225,100,822	91.7%
Investment Income	$4,529,015	1.8%
Bond Proceeds	$0
Royalties	$255,651	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$15,461,380	6.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,496,080	1.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,975,462	1.6%

Assets/Debt
Total Assets	$6,603,521,195
Total Liabilities	$6,154,458,549
Net Assets	$449,062,646

Compensation

Key Employees and Officers	Compensation	Related	Other
Christopher Chapman (President & Ceo)	$673,659	$0	$32,499
Richard Sultzer (Vp Controller (Ed 11/2013))	$359,484	$0	$41,279
Jean M Francois (Svp Loan Op (Ed 2/2014))	$267,735	$0	$42,379
Paul G Quigley (Vp Portfolio Mgmt (Ed 3/2014))	$253,069	$0	$31,359
Mary Chan (Vp It Data & Info Management)	$223,491	$0	$39,682
Keith Coughey (Vp Risk Management)	$206,259	$0	$43,080
Kathleen M Majofsky (Manager Compliance & Loan Ops)	$157,063	$0	$27,981
James R Cassity (Manager It)	$144,949	$0	$19,338
Richard L Colden (Manager Portfolio Management)	$142,573	$0	$37,790
Christopher D Clements (Manager Database Management)	$140,046	$0	$22,742
Glenn A Gabe (Director Loan Administration)	$125,009	$0	$33,768
Charles A Albano (Evp And Coo (Sd 7/2013))	$116,872	$0	$2,109
Kathleen A Smith (Svp Pub Affairs (Sd 5/2013))	$110,717	$0	$14,532
Debra Swartz (Vp Legal Affairs/Cco (Sd 10/13)	$27,048	$0	$5,428
Catharine Bailey (Vp Member Srvcs (Sd 12/2013))	$5,399	$0	$0
Hannah R Arterian (Board Chair)	$0	$0	$0
W H Knight Jr (Board Vice Chair)	$0	$0	$0
Robert K Rasmussen (Board Secretary/Treasurer)	$0	$0	$0
Mary Crossley (Director)	$0	$0	$0
E Lynn Hampton (Director)	$0	$0	$0
Rondy E Jennings (Director)	$0	$0	$0
Richard A Matasar (Director)	$0	$0	$0
Pauline A Schneider (Director)	$0	$0	$0
Kent D Syverud (Director (End 12/2013))	$0	$0	$0
William Ks Wang (Director)	$0	$0	$0

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990

Filed on Feb. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending March
2013

Revenue

$254,182,368

Expenses

$201,845,691

Net Income

$52,336,677

Net Assets

$380,628,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$248,472,023	97.8%
Investment Income	$3,901,980	1.5%
Bond Proceeds	$0
Royalties	$2,350,000	0.9%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$541,635
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,250,707	1.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,112,007	2.0%

Assets/Debt
Total Assets	$7,165,126,062
Total Liabilities	$6,784,497,211
Net Assets	$380,628,851

990

Filed on March 27, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2012

Revenue

$279,512,062

Expenses

$216,253,182

Net Income

$63,258,880

Net Assets

$319,803,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$282,492,883	> 100%
Investment Income	$2,688,061	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$5,668,882
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,873,306	1.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$13,635,288	6.3%

Assets/Debt
Total Assets	$8,078,337,621
Total Liabilities	$7,758,534,609
Net Assets	$319,803,012

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2011

Revenue

$301,698,379

Expenses

$243,610,056

Net Income

$58,088,323

Net Assets

$255,055,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$299,709,909	99.3%
Investment Income	$1,774,712	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$213,758	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,176,092	1.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$15,689,587	6.4%

Assets/Debt
Total Assets	$8,767,838,300
Total Liabilities	$8,512,782,778
Net Assets	$255,055,522

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 20, 2024

Accesslex Institute

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $77.9M (2023)

Expenses $76.5M (2023)

Total Assets $1.82B (2023)

Total Liabilities $1.01B (2023)

Tax Filings by Year

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$77.9M (2023)

Expenses

$76.5M (2023)

Total Assets

$1.82B (2023)

Total Liabilities

$1.01B (2023)

Fiscal Year Ending March
2023

Fiscal Year Ending March
2022

Fiscal Year Ending March
2021

Fiscal Year Ending March
2020

Fiscal Year Ending March
2019

Fiscal Year Ending March
2018

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

Fiscal Year Ending March
2010

Fiscal Year Ending March
2009

Fiscal Year Ending March
2008

Fiscal Year Ending March
2007

Fiscal Year Ending March
2006

Fiscal Year Ending March
2005

Fiscal Year Ending March
2004

Fiscal Year Ending March
2003

Fiscal Year Ending March
2002