Accesslex Institute
EIN 232719985 · 501(c)(3) · Public charity · West Chester, PA · recognized 1993
- Assets
- $1.8B
- Revenue
- $95.9M
- Expenses
- $102M
- Investment income
- $12.9M
Form 990 fiscal year ended 03/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Monticello Associates, Llc CRD 107392 | deterministic · 100% | 03/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Nelnet Inc | Loan services | $1,454,079 |
| Grow By Three | Consulting services | $549,797 |
| Fp 440 1 St Street Llc | Rent | $494,920 |
| Research Triangle Institute | Commissioned research | $457,661 |
| Monticello Associates Inc | Investment services | $410,000 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Christopher P Chapman | President & ceo | $985,533 | $155,081 |
| Debra Swartz | Svp general counsel & cco | $417,533 | $96,476 |
| Aaron N Taylor | Svp, exec. director for legal ed | $331,362 | $53,828 |
| Cynthia A Cassity | Svp strategic engagement & helix coo | $326,894 | $66,104 |
| James R Cassity | Svp corp operations and cio | $294,564 | $44,953 |
| David J Ramage | Svp and cio | $286,191 | $60,493 |
| Samuel Greenhalgh Jr | Svp and cfo | $278,828 | $63,493 |
| Tiffane Cochran | Vp research | $200,400 | $28,781 |
| Evneet Khurana | Vp, marketing & communications | $197,075 | $12,615 |
| Robert J Greenawalt | Managing dir - port mgmt | $183,223 | $59,137 |
| Valerie Young | Vp hr | $176,653 | $58,338 |
| Jennifer Schott | Managing dir - financial ed | $170,665 | $14,826 |
| Joyce Glanfield | Managing dir - asst controller | $162,222 | $47,539 |
| Erick Hnosko | Managing dir - it operations | $159,711 | $54,105 |
| Olga O'donnell | Managing dir - asst gen counsel | $159,406 | $30,449 |
| Deborah A Fabryka | Exec asst.& asst secretary | $111,010 | $22,703 |
| Robert K Rasmussen | Board chair | $0 | $0 |
| Mary Crossley | Board vice chair | $0 | $0 |
| David Brennen | Board sec/treasurer | $0 | $0 |
| Neel Chatterjee | Board member (beg 09/2023) | $0 | $0 |
| Danielle M Conway | Board member | $0 | $0 |
| Mark C Dawkins | Board member | $0 | $0 |
| Vilas Dhar | Board member | $0 | $0 |
| Chris Guthrie | Board member | $0 | $0 |
| Renee Mcdonald Hutchins | Board member | $0 | $0 |
| Maureen A O'rourke | Board member | $0 | $0 |
| Austen L Parrish | Board member | $0 | $0 |