promoting independent living

Winchester, VA   |
GuideStar Charity Check


EIN: 54-1298772


Access Independence’s mission is to promote independent living by providing services that enhance the quality of life for people with disabilities living in Virginia’s Northern Shenandoah Valley. Our vision is a barrier-free community for all individuals to achieve their greatest potential.

Ruling year info


Executive Director

Charles H. Harbaugh IV

Main address

324 Hope Dr

Winchester, VA 22601 USA

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Subject area info

Special population support

Population served info

Children and youth


Economically disadvantaged people

People with disabilities

NTEE code info

(Services to Promote the Independence of Specific Populations) (P80)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms


Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Independent Living Program, Peer to Peer Mentoring, Payee Representation, Information and Referral a

Independent Living Skills
Do you need training on using adaptive equipment, financial budgeting, or job preparation skills? Ai can assist you in achieving your individual goals.

Peer to Peer Mentoring
Have you wondered how other people with similar disabilities are living independently? Ai has several individuals with disabilities willing to discuss issues and concerns that many other people won’t understand.

Representative Payee
Do you need assistance with maintaining your finances every month? Ai provides services to assist qualified individuals with accounting, budgeting and other financial management skills.

Accessibility Services
Do you have trouble accessing a building or parking, or need a ramp for your home? Ai can help with technical assistance necessary to evaluate these situations.

Waiver Services
Do you or someone you know need assistance applying for Medicaid Waiver Services? Ai can help you through the process to obtain a personal assistant or adaptive equipment necessary for independent living.

Population(s) Served
Children and youth
People with disabilities

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of new clients within the past 12 months

This metric is no longer tracked.
Totals By Year
Related Program

Independent Living Program, Peer to Peer Mentoring, Payee Representation, Information and Referral a

Type of Metric

Output - describing our activities and reach

Direction of Success


Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Access Independence, Inc. goals are multifaceted for the upcoming year, they revolve around growth and an increase in serving more clients. So far, we have achieved 15% growth this past year and now serve 493 Clients. This year we anticipate and plan for 12% growth in Rep Payee Services to a total of 150 clients. We have been approved this fiscal year for DARS vendorship application for Pre-Ets services, to allow us into the schools in the five counties to serve more youth with disabilities. This is a key, core goal and function of our organization, moving forward.

We have successfully fundraised over $45,000 this fiscal year to build more ramps, provide walkers, wheelchairs, shower handles and railings to more people with disabilities in the Northern Shenandoah Valley.

One of the key functions of Access Independence, Inc. as a Center for Independent Living, is providing the tools to people to be able to live independently. Whether that is financially, through our Representative Payee Program, whether that is through our Deaf and Hard of Hearing services, CAP-Tel phones, etc. Through our home modifications program to get assistive equipment to people with disabilities in the Northern Shenandoah Valley. We recently conducted a SWOT analysis to determine our strengths and weaknesses. We monitor our goals and numbers through our annual reporting with DARS, called a 704 report.

Marketing Mission
The mission of this plan is to increase the awareness of the community of the presence of Ai and to align the organizations services with consumer preferences.
Marketing Plan Objectives
Develop and improve partnerships with community leaders, businesses, and others to share information, programs, and financial resources
Identify potential grants and donations from private foundations, businesses, and others to expand the organization’s fundraising efforts
Identify other potential fee for service opportunities
Expand outreach services to better include under-served consumers
Evaluate feedback and make adjustment to the plan

The goals are in SMART format and deemed specific, measurable, attainable, relevant and timely. They are within the reason of achievable growth. We have a wonderful staff, and an energetic board that is helping us shatter these goals.

In 2021, we saw - 25 new service facilitation clients, 11 new representative payee clients, raised over $30,000 in fundraising, first nonprofit in the state of Virginia to have the reciteme toolbar, grew social media accounts by 20%, built new partnerships with other nonprofits.

Ai has achieved 15% growth in consumers in the last fiscal year. We have achieved growth in our Rep Payee program from 131 to 145 clients YTD. We have successfully written a grant to be able to serve more youth with disabilities and hired a Pre-Ets Manager to be able to oversee that department. We recently conducted a successful site review of our facility by DARS. We completed a mailer recently, showing a consumer satisfaction of 97%, which is impressive, considering we manage 145 clients' money, which can lead to sticky conversations and having to say no to some discretionary spending.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, Staff find it hard to prioritize feedback collection and review due to lack of time


Fiscal year: Jul 01 - Jun 30
Financial documents
2021 Access Independence, Inc
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990


Average of 6.12 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990


Average of 5.1 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990


Average of 31% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990


Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data


Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data


Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of ACCESS INDEPENDENCE INC’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $51,397 $2,246 $48,099 -$11,793 $77,003
As % of expenses 9.3% 0.4% 8.0% -1.7% 10.3%
Unrestricted surplus (deficit) after depreciation $45,864 -$7,990 $37,864 -$21,974 $63,533
As % of expenses 8.2% -1.3% 6.2% -3.2% 8.3%
Revenue composition info
Total revenue (unrestricted & restricted) $586,545 $613,107 $621,388 $684,848 $816,452
Total revenue, % change over prior year -2.0% 4.5% 1.4% 10.2% 19.2%
Program services revenue 17.9% 19.4% 19.5% 19.6% 18.5%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 2.7% 2.3% 2.4% 3.3% 1.4%
Government grants 78.0% 77.2% 75.6% 75.0% 71.0%
All other grants and contributions 2.2% 1.1% 0.4% 6.3% 7.6%
Other revenue -0.7% 0.0% 2.1% -4.2% 1.5%
Expense composition info
Total expenses before depreciation $552,017 $608,506 $600,222 $681,061 $750,556
Total expenses, % change over prior year -3.3% 10.2% -1.4% 13.5% 10.2%
Personnel 73.6% 75.9% 73.0% 78.2% 74.6%
Professional fees 2.6% 3.0% 1.7% 2.1% 1.7%
Occupancy 11.8% 10.9% 11.4% 9.9% 9.1%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 12.1% 10.2% 13.9% 9.8% 14.6%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $557,550 $618,742 $610,457 $691,242 $764,026
One month of savings $46,001 $50,709 $50,019 $56,755 $62,546
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $19,893 $0 $0 $0 $47,654
Total full costs (estimated) $623,444 $669,451 $660,476 $747,997 $874,226

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 5.9 6.6 5.7 5.4 4.9
Months of cash and investments 11.2 11.4 13.7 11.9 11.7
Months of estimated liquid unrestricted net assets 14.1 12.8 14.0 12.1 10.9
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $271,137 $334,472 $282,869 $304,248 $305,073
Investments $242,976 $245,372 $401,315 $372,795 $428,427
Receivables $39,786 $38,349 $27,251 $27,789 $27,963
Gross land, buildings, equipment (LBE) $117,577 $117,577 $116,578 $116,578 $133,917
Accumulated depreciation (as a % of LBE) 61.6% 70.3% 78.9% 87.6% 63.7%
Liabilities (as a % of assets) 5.1% 27.8% 35.5% 35.8% 50.6%
Unrestricted net assets $693,440 $685,450 $723,314 $701,340 $732,831
Temporarily restricted net assets $47,568 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $47,568 $47,258 $42,613 $16,200 $59,364
Total net assets $741,008 $732,708 $765,927 $717,540 $792,195

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Form 1023/1024 is not available for this organization

Executive Director

Charles H. Harbaugh IV

Charles Harbaugh IV has worked in the nonprofit industry for close to a decade, in various roles as a board member, Director of Business Services for NW Works and now, as the Executive Director of Access Independence. He is also the Mayor of Middletown, VA, a position he has held since 2012. Harbaugh wants to empower people with disabilities and barriers to live a life of freedom, equal rights, access and opportunities.

Number of employees

Source: IRS Form 990


Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.


Board of directors
as of 03/07/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Mrs. Irene Perez Hardesty

Lisa Boone

Patricia Dick

Anne Brewster


David Booth

Fay Dutton

Dr. Kelly Canterbury


Dr. Harolynn Okita Wiley

Ahnna Lise Stevens-Jennings

William Lawrence

Edward Jones

Sue Jones

Pat Johnson

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 6/7/2021

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

No data


We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 06/07/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.