ACCESS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS (EIN 93-0665396)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349316951
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T17:14:41-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930745639 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KDP CERTIFIED PUBLIC ACCOUNTANTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 OHARE PARKWAY STE 200 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930665396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 5417796691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4666 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD EARL | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 5417796691 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRAD | PersonFirstNm |
| Person Last | EARL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 888008888 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNIE DRIVER CPA | PreparerPersonNm |
| PTIN | P00742659 | PTIN |
| Phone | 5417736633 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRAD EARL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4666 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,398,590 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACCESSHELPS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 173 | TotalEmployeeCnt |
| Total Volunteers | 416 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,390,795 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,315,056 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $547,170 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $712,356 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,019 | PYInvestmentIncomeAmt |
| CY Investment Income | $80,124 | CYInvestmentIncomeAmt |
| PY Other Revenue | $124,714 | PYOtherRevenueAmt |
| CY Other Revenue | $187,749 | CYOtherRevenueAmt |
| PY Total Revenue | $40,079,698 | PYTotalRevenueAmt |
| CY Total Revenue | $46,295,285 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,878,579 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,953,929 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,207,104 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,568,614 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $666,184 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,149,030 | PYOtherExpensesAmt |
| CY Other Expenses | $15,607,860 | CYOtherExpensesAmt |
| PY Total Expenses | $39,234,713 | PYTotalExpensesAmt |
| CY Total Expenses | $45,130,403 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $844,985 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,164,882 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,501,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,971,498 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,466,998 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,779,714 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,034,964 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,191,784 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,409,889 | ExpenseAmt |
| Grant | $3,052,778 | GrantAmt |
| Desc | ENERGY AND WEATHERIZATION PROGRAMS:FEDERAL DEPARTMENT OF ENERGY (DOE), LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), BONNEVILLE POWER ADMINISTRATION (BPA), AVISTA WEATHERIZATION AND ENERGY CONSERVATION HELPING OREGONIANS (ECHO) ARE ALL WEATHERIZATION PROGRAMS. THESE PROGRAMS ASSIST LOW-INCOME SENIORS,PEOPLE WITH DISABILITIES AND HOUSEHOLDS WITH ENERGY EFFICIENT IMPROVEMENTS NEEDED ON THEIR HOME, WHICH CAN HELP TO CONSERVE ENERGY AND REDUCE ENERGY BILLS.LIHEAP - PROVIDES ENERGY ASSISTANCE TO LOW-INCOME JACKSON COUNTY RESIDENTS WITH PREFERENCE GIVEN TO SENIORS AND DISABLED INDIVIDUALS.OREGON ENERGY ASSISTANCE - PROVIDES ASSISTANCE TO ELIGIBLE LOW-INCOME HOUSEHOLDS TO OFFSET THE COSTS OF HOME ENERGY FOR PACIFIC POWER AND LIGHT CUSTOMERS ONLY. PRIORITY IS GIVEN TO HOUSEHOLDS WHOSE SERVICES HAVE BEEN DISCONNECTED BUT THIS IS NOT REQUIRED.LOW-INCOME RATEPAYER ASSISTANCE PROGRAM - PROVIDES ASSISTANCE TO ELIGIBLE LOW-INCOME HOUSEHOLDS TO OFFSET THE COSTS OF HOME ENERGY FOR AVISTA CUSTOMERS ONLY. PRIORITY IS GIVEN TO HOUSEHOLDS WHO HAVE BEEN DISCONNECTED.OREGON ENERGY FUND - PROVIDES ENERGY ASSISTANCE TO LOW-INCOME JACKSON COUNTY RESIDENTS. PRIORITY IS GIVEN TO HOUSEHOLDS WHOSE SERVICES HAVE BEEN DISCONNECTED.LIHEAP AMERICAN RESCUE PLAN ACT (ARPA) - PROVIDES ENERGY ASSISTANCE AND WEATHERIZATION ASSISTANCE TO HOUSEHOLDS WHO HAVE BEEN IMPACTED BY COVID-19. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,999,309 | ExpenseAmt |
| Grant | $11,498,999 | GrantAmt |
| Revenue | $314 | RevenueAmt |
| Desc | SUPPORT SERVICE PROGRAMS:HOME TENANT BASED ASSISTANCE PROGRAM (HTBA) - PROVIDES UP TO TWO YEARS RENTAL SUBSIDY DEPENDING UPON HOUSING NEED IDENTIFIED IN PARTNERSHIP WITH OREGON DEPARTMENT OF HUMAN SERVICES (ODHS)HOUSING AUTHORITY OF JACKSON COUNTY, AND OTHER COMMUNITY PARTNERS. THE MAXIMUM AMOUNT OF HOME FUNDS THAT MAY BE PAID FOR A SECURITY DEPOSIT IS NO GREATER THAN THE EQUIVALENT OF TWO MONTHS' RENT FOR THE UNIT.STATE HOMELESS ASSISTANCE PROGRAM (SHAP) - OFFERS STATE FUNDS TO HELP MEET THE EMERGENCY NEEDS OF UNHOUSED OREGONIANS BY PROVIDING OPERATIONAL SUPPORT FOR EMERGENCY SHELTERS AND SUPPORTIVE SERVICES TO SHELTER RESIDENTS.ELDERLY RENTAL ASSISTANCE PROGRAM (ERA) - ASSISTS VERY LOW-INCOME SENIORS, AT LEAST 58 YEARS OLD, WHO ARE UNHOUSED OR ARE UNSTABLY HOUSED AND AT RISK OF BECOMING UNHOUSED. WE CAN HELP WITH TRANSITIONAL HOUSING, SUPPORTIVE IN-HOME SERVICES, RENTAL ASSISTANCE, AND CASE MANAGEMENT.EMERGENCY HOUSING ASSISTANCE PROGRAM (EHA) - PROVIDES ASSISTANCE TO LOW OR VERY LOW-INCOME PERSONS WHO ARE UNHOUSED, ARE UNSTABLY HOUSED, OR AT RISK OF BECOMING UNHOUSED. EHA CAN PAY FOR CASE MANAGEMENT, STREET OUTREACH, EMERGENCY AND TRANSITIONAL SHELTER/HOUSING, SHELTER, TRANSITIONAL HOUSING FACILITY ACQUISITION, RENTAL ASSISTANCE, UTILITY ASSISTANCE, AND EMERGENCY FINANCIAL ASSISTANCE.HOUSING STABILIZATION PROGRAM (HSP) - PROVIDES TEMPORARY FINANCIAL ASSISTANCE AND SUPPORT SERVICES TO STABILIZE HOUSING FOR LOW-INCOME ELIGIBLE FAMILIES WHO ARE HOMELESS OR UNSTABLY HOUSED AND AT RISK OF LOSING THEIR HOUSING. THE PROGRAM PROVIDES SHORT TERM BENEFITS FOR FAMILIES WHO ARE IN A SPECIFIC NONRECURRING CRISIS SITUATION. A HOUSEHOLD CAN USE HSP ASSISTANCE FOR A MAXIMUM OF FOUR MONTHS.EMERGENCY SOLUTIONS GRANT PROGRAM (ESG) AND ESG CV - PROVIDES FEDERAL FUNDS TO ASSIST INDIVIDUALS AND FAMILIES TO QUICKLY REGAIN STABILITY IN PERMANENT HOUSING AFTER EXPERIENCING A HOUSING CRISIS OR HOUSELESSNESS. ESG FUNDS ARE AVAILABLE FOR FIVE PROGRAM COMPONENTS: STREET OUTREACH, EMERGENCY SHELTER, HOMELESSNESS PREVENTION, RAPID RE-HOUSING ASSISTANCE, AND DATA COLLECTION THROUGH THE HOMELESSMANAGEMENT INFORMATION SYSTEM; AS WELL AS ADMINISTRATIVE ACTIVITIES.SUPPORT SERVICES FOR VETERAN FAMILIES (SSVF) - THE SSVF PROGRAM ASSISTS VERY LOW-INCOME AND EXTREMELY LOW-INCOME VETERANS WHO ARE UNHOUSED OR AT IMMINENT RISK OF BECOMING UNHOUSED. SSVF PROVIDES CASE MANAGEMENT TO VETERANS TO SUPPORT THEM TO GAIN STABILITY IN THEIR HOUSING. SSVF OFFERS HOMELESSNESS PREVENTION AND RAPID REHOUSING INTERVENTIONS.RENT RELIEF PROGRAM - ASSISTS LOW-INCOME HOUSEHOLDS WHO HAVE A DEMONSTRATED COVID-19 IMPACT WITH EMERGENCY, SHORT-TERM RENTAL ASSISTANCE TO GAIN STABILITY IN THEIR HOMES.FIRE RELIEF PROGRAM - ASSISTS LOW-INCOME HOUSEHOLDS WITH CASE MANAGEMENT, EMERGENCY SHELTER, RENTAL ASSISTANCE, AND EMERGENCY ASSISTANCE WHO HAVE BEEN IMPACTED BY THE 2020 JACKSON COUNTY FIRES.MEDFORD SEVERE WEATHER SHELTER - ACCESS OPERATES A SEVERE WEATHER SHELTER THAT IS IN PARTNERSHIP WITH THE CITY OF MEDFORD. WHEN THE CITY DECLARES A SEVERE WEATHER EVENT, ACCESS AND ITS VOLUNTEERS OPEN A SHELTER THAT CAN SUPPORT OUR UNHOUSED POPULATIONS WITH PROTECTION FROM THE ELEMENTS. WE PROVIDE SLEEPING ARRANGEMENTS, DRY STORAGE, AND FOOD. WE ALSO PROVIDE RESOURCE NAVIGATION.OUTREACH PROGRAM - ACCESS PARTNERS WITH MANY COMMUNITY PARTNERS INCLUDING MEDFORD LIVABILITY TEAM,OPTIONS, JACKSON COUNTY MENTAL HEALTH, ROGUE COMMUNITY HEALTH, AND MANY MORE TO SHARE RESOURCES WITH OUR UNHOUSED AND UNSTABLY HOUSED HOUSEHOLDS IN JACKSON COUNTY. WE VISIT ENCAMPMENTS AND HAVE RESOURCE FAIRS IN THE RURAL PARTS OF THE COUNTY. WE WORK TO CONNECT INDIVIDUALS TO THE RESOURCES THEY NEED TO GAIN STABILITY.RESOURCE DESK - A PARTNERSHIP WITH PROVIDENCE, ACCESS HOUSES A FULL-TIME EMPLOYEE THAT WORKS TOCONNECT INDIVIDUALS WHO ARE IN THE HOSPITAL TO RESOURCES. THIS PROGRAM ALSO PROVIDES FUNDS TO SUPPORT LOWINCOME FAMILIES WHO NEED SUPPORT PAYING FOR MEDICAL COSTS.MEDICAL EQUIPMENT LOAN PROGRAM - PROVIDES MEDICAL EQUIPMENT ON LOAN TO SENIOR CITIZENS, DISABLED PERSONS, AND THOSE WITH SHORT-TERM NEEDS. THERE IS NO CHARGE FOR THE USE OF THIS EQUIPMENT, AND IT MAY BE USED FOR AS LONG AS THERE IS A NEED. HOSPITAL BEDS, WALKERS, CRUTCHES, AND WHEELCHAIRS ARE EXAMPLES OFEQUIPMENT AVAILABLE.CONTINUUM OF CARE (COC) - ACCESS IS THE LEAD AGENCY FOR THE JACKSON COUNTY CONTINUUM OF CARE(COC). THE COC IS A HUD-MANDATED, COMMUNITY-WIDE EFFORT TO END HOMELESSNESS BY PROVIDING STABLE HOUSING FOR THOSE EXPERIENCING HOMELESSNESS AND OFFERING PREVENTATIVE SERVICES TO THOSE AT RISK OF BECOMING HOMELESS. THE JACKSON COUNTY COC SEEKS TO END HOMELESSNESS IN JACKSON COUNTY THROUGH THE COLLABORATIVE EFFORTS AND RESOURCES OF ALL SECTORS OF OUR COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,590,113 | ExpenseAmt |
| Grant | $6,381,193 | GrantAmt |
| Revenue | $71,177 | RevenueAmt |
| Desc | NUTRITION PROGRAMS:FOOD SHARE - PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD TO THE HUNGRY IN JACKSON COUNTY. FOOD SHARE SUPPLIES TWENTY-NINE FOOD PANTRIES, OVER 14 SUPPLEMENTAL FOOD PROGRAMS AND RESIDENTIAL FEEDING SITES (I.E. SALVATION ARMY AND DUNN HOUSE) WITH FOOD DONATED THROUGH LOCAL COMMUNITY DONATIONS, OREGON FOOD BANK, AND USDA.FRESH ALLIANCE - FRESH ALLIANCE RECOVERS MILK, PRODUCE, DAIRY AND FROZEN MEAT FROM AREA GROCERY STORES ON OR BEFORE THE PRODUCT PULL DATE. THIS PRODUCT IS TRANSPORTED IN A REFRIGERATED TRUCK, SORTED, REBOXED AND DISTRIBUTED TO PEOPLE IN NEED ACROSS JACKSON COUNTY.PLANT-A-ROW - LOCAL GARDENERS GROW EXTRA ROWS OF HEALTHY PRODUCE AND DONATE TO ACCESS FOOD PANTRIES AND AGENCIES.HEALTHY MOBILE FOOD PANTRY - THE HEALTHY MOBILE PANTRY ACCOUNTS FOR ALMOST 1/3 OF OUR PANTIRES, FOCUSING ON RURAL AREAS AND FOOD DESERTS, COLLABORATING AT SOME LOCATIONS WITH LOCAL HEALTH CENTERS.COMMUNITY FOOD SYSTEMS - COORDINATION AND SUPPORT FOR PROGRAMS THAT ENCOURAGE LOW-INCOME COMMUNITY MEMBERS TO ACCESS FRESH, LOCAL, HEALTHY FOOD SUCH AS DOUBLE UP FOOD BUCKS (MATCHES SNAP BENEFITS AT FARMER'S MARKETS). VOLUNTEER PROGRAM - PROVIDES OPPORTUNITIES FOR CITIZENS IN JACKSON COUNTY TO ASSIST COMMUNITY MEMBERS BY HELPING SUPPORT VARIOUS ACCESS PROGRAMS. OVER 700 VOLUNTEERS SUPPORT OUR FOOD PANTRIES, SEVERE WEATHER SHELTER, ROGUE POWERPACK PROGRAM, EDUCATIONAL PROGRAMS, AND WIG PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,547,004 | ExpenseAmt |
| Grant | $20,959 | GrantAmt |
| Revenue | $650,787 | RevenueAmt |
| Desc | HOUSING DEVELOPMENT PROGRAM: DEVELOPMENT - ACQUISITION AND NEW CONSTRUCTION OF AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS,FAMILIES, SENIORS, AND PEOPLE WITH DISABILITIES.PROPERTY/ASSET MANAGEMENT - ACCESS HAS AN OWNERSHIP INTEREST IN 108 UNITS OF AFFORDABLE RENTAL HOUSING, LOCATED IN JACKSON COUNTY. OF THIS, 52 UNITS ARE MANAGED BY A THIRD-PARTY MANAGEMENTCOMPANY WHILE THE REMAINING 56 UNITS ARE SELF-MANAGED.HOUSING COUNSELING - PROVIDES PRE-PURCHASE COUNSELING TO PARTICIPANTS ENROLLED IN THE FOLLOWING PROGRAMS: REALIZING THE AMERICAN DREAM (RAD), E-HOME AMERICA, AND A VARIETY OF DOWN-PAYMENT ASSISTANCE PROGRAMS.REALIZING THE AMERICAN DREAM (RAD) - PROVIDES A PRE-PURCHASE EDUCATIONAL PROGRAM DELIVERED VIA INPERSON CLASSROOM SETTING OR VIRTUALLY.E-HOME AMERICA - PROVIDES AN APPROVED ONLINE PRE-PURCHASE EDUCATIONAL COURSE THAT ALLOWS THE PARTICIPANT AN OPPORTUNITY TO COMPLETE THE EDUCATION AT THEIR OWN PACE AND CONVENIENCE.DREAMSAVERS - INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM THAT ENCOURAGES PARTICIPANTS TO BUILD ASSETS AND FINANCIAL INDEPENDENCE THROUGH A MATCHED SAVINGS PROGRAM. PARTICIPANTS CAN SAVE FOR HOME PURCHASE OR HOME REPAIR.DOWN PAYMENT ASSISTANCE PROGRAMS (DPAP) - FINANCIAL SUPPORT TO ASSIST LOW-INCOME, FIRST-TIME HOME PURCHASERS IN COVERING A PORTION OF THE NEEDED DOWN PAYMENT AND CLOSING COST EXPENSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,547,004 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $20,959 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $650,787 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $41,546,315 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 448 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 173 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD ZAMBRANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417796691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4666 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JASON ELZY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY PERKINSON | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRAD EARL | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DENNIE CONRAD | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL ZAROSINSKI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LILIA CABALLERO | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LUCINDA MOULDING | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJI FARGASON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON ANTLEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRIE BORGEN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $177,263 | $0 | $22,877 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $177,263 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,877 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM TODD KIRKENDOL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 191 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROFESSIONAL SECURITY PROTECTION | ServicesDesc |
| Compensation | $114,067 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $11,050 | FundraisingAmt |
| Government Grants | $35,178,270 | GovernmentGrantsAmt |
| All Other Contributions | $10,125,736 | AllOtherContributionsAmt |
| Noncash Contributions | $7,107,328 | NoncashContributionsAmt |
| Total Contributions | $45,315,056 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 531110 | $496,908 | $496,908 |
| PROGRAM INCOME | 900099 | $215,448 | $215,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $712,356 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,124 | TotalRevenueColumnAmt |
| Exclusion | $80,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $281,132 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $11,050 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $103,305 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,827 | TotalRevenueColumnAmt |
| Exclusion | $177,827 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,922 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,922 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,295,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $722,278 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $257,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,521,307 | TotalAmt |
| Program Services | $2,521,307 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,432,622 | TotalAmt |
| Program Services | $18,432,622 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,243 | TotalAmt |
| Program Services | $173,552 | ProgramServicesAmt |
| Management And General | $95,857 | ManagementAndGeneralAmt |
| Fundraising | $834 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,298,371 | TotalAmt |
| Program Services | $6,098,807 | ProgramServicesAmt |
| Management And General | $1,711,102 | ManagementAndGeneralAmt |
| Fundraising | $488,462 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,701,932 | TotalAmt |
| Program Services | $4,380,135 | ProgramServicesAmt |
| Management And General | $319,675 | ManagementAndGeneralAmt |
| Fundraising | $2,122 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,618 | TotalAmt |
| Program Services | $33,804 | ProgramServicesAmt |
| Management And General | $37,392 | ManagementAndGeneralAmt |
| Fundraising | $112,422 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,159 | TotalAmt |
| Program Services | $459,700 | ProgramServicesAmt |
| Management And General | $143,078 | ManagementAndGeneralAmt |
| Fundraising | $88,381 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,927,184 | TotalAmt |
| Program Services | $7,451,626 | ProgramServicesAmt |
| Management And General | $412,005 | ManagementAndGeneralAmt |
| Fundraising | $63,553 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,953 | TotalAmt |
| Program Services | $90,325 | ProgramServicesAmt |
| Management And General | $21,898 | ManagementAndGeneralAmt |
| Fundraising | $730 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,671 | TotalAmt |
| Program Services | $60,059 | ProgramServicesAmt |
| Management And General | $612 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,181 | TotalAmt |
| Program Services | $212,199 | ProgramServicesAmt |
| Management And General | $60,982 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,172 | TotalAmt |
| Program Services | $63,372 | ProgramServicesAmt |
| Management And General | $39,194 | ManagementAndGeneralAmt |
| Fundraising | $1,606 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-CASH GOODS, EQUIPME | $1,330,024 | $1,330,024 | ||
| VEHICLE EXPENSES | $221,019 | $198,606 | $22,413 | $0 |
| TAXES & LICENSES | $52,728 | $21,094 | $21,533 | $10,101 |
| MISCELLANEOUS | $37,892 | $19,083 | $17,661 | $1,148 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$88,673 | TotalAmt |
| Management And General | $14,502 | ManagementAndGeneralAmt |
| Fundraising | -$103,175 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,130,403 | TotalAmt |
| Program Services | $41,546,315 | ProgramServicesAmt |
| Management And General | $2,917,904 | ManagementAndGeneralAmt |
| Fundraising | $666,184 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,104,682 | BOYAmt |
| EOY | $7,255,779 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,309 | BOYAmt |
| EOY | $144,441 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,958,900 | BOYAmt |
| EOY | $4,006,166 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,233 | BOYAmt |
| EOY | $38,416 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,348 | BOYAmt |
| EOY | $1,281,862 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,437 | BOYAmt |
| EOY | $82,142 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,133 | BOYAmt |
| EOY | $159,628 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,717,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,943,996 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416,365 | BOYAmt |
| EOY | $5,773,104 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,555 | BOYAmt |
| EOY | $1,229,960 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,501,962 | BOYAmt |
| EOY | $19,971,498 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,383 | BOYAmt |
| EOY | $1,563,273 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,541 | BOYAmt |
| EOY | $3,137,212 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,074 | BOYAmt |
| EOY | $1,079,229 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,466,998 | BOYAmt |
| EOY | $5,779,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,524,180 | BOYAmt |
| EOY | $11,614,031 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,784 | BOYAmt |
| EOY | $2,577,753 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,034,964 | BOYAmt |
| EOY | $14,191,784 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,501,962 | BOYAmt |
| EOY | $19,971,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,164,882 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$8,062 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,189,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,598,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,435,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,472,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,298,791 | CurrentTaxYearAmt |
| Total | $150,995,600 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,189,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,598,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,435,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,472,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,298,791 | CurrentTaxYearAmt |
| Total | $150,995,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $150,995,600 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,124 | CurrentTaxYearAmt |
| Total | $238,526 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $842,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,106,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $777,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $736,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,003,410 | CurrentTaxYearAmt |
| Total | $4,466,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $155,700,186 | TotalSupportAmt |
| Public Support CY170 | 0.96980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2018 AMOUNT: $ 66,555. 2019 AMOUNT: $ 198,539. 2020 AMOUNT: $ 115,269. 2021 AMOUNT: $ 50,421. 2022 AMOUNT: $ 9,922. PROGRAM INCOME - 2018 AMOUNT: $ 185,816. 2019 AMOUNT: $ 169,117. 2020 AMOUNT: $ 102,255. 2021 AMOUNT: $ 137,485. 2022 AMOUNT: $ 215,448. RENTAL INCOME - 2018 AMOUNT: $ 321,291. 2019 AMOUNT: $ 392,027. 2020 AMOUNT: $ 368,199. 2021 AMOUNT: $ 409,685. 2022 AMOUNT: $ 496,908. FUNDRAISING INCOME - 2018 AMOUNT: $ 254,809. 2019 AMOUNT: $ 346,710. 2020 AMOUNT: $ 191,567. 2021 AMOUNT: $ 138,857. 2022 AMOUNT: $ 281,132. GAMING INCOME - 2018 AMOUNT: $ 14,048. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,421,892 | OtherCostOrOtherBasisAmt |
| Book Value | $1,421,892 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,528,708 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,662,618 | DepreciationAmt |
| Book Value | $2,866,090 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,766,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,281,378 | DepreciationAmt |
| Book Value | $1,485,122 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,773,104 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST RECEIVABLE | $13,203 |
| BENEFICIAL INTEREST IN ASSETS-OCF | $402,757 |
| BEQUESTS RECEIVABLE | $814,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,229,960 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS A NON-PROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED ACTIVITIES. NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF ACTIVITIES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS OPERATING EXPENSES. AT JUNE 30, 2023, THERE WERE NO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PV OF NOTES RECEIVABLE |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $75,671 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $75,671 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $53,471 | OtherDirectExpensesEvent1Amt |
| Event2 | GREYSTONE COURT | Event2Nm |
| Gross Receipts Event2 | $19,194 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $200 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,994 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $334 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $1,626 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $197,317 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $10,850 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $186,467 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,855 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $43,019 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $292,182 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $11,050 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $281,132 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,189 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $98,116 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $103,305 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $177,827 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HEARTS WITH A MISSION | |||||||
| 521 EDWARDS STREET | MEDFORD | OR | 97504 | 208678122 | $28,903 | $0 | SHELTERING |
| UNITED COMMUNITY ACTION NETWO | |||||||
| 280 KENNETH FORD DR | ROSEBURG | OR | 97470 | 930587136 | $993,703 | $0 | SUPPORT FOR VETERANS & FAMILIES |
| OREGON COST COMMUNITY ACTION | |||||||
| PO BOX 899 | COOS BAY | OR | 97420 | 930547036 | $645,692 | $0 | SUPPORT FOR VETERANS & FAMILIES |
| ROGUE RETREAT | |||||||
| 711 E MAIN STREET 25 | MEDFORD | OR | 97504 | 931261998 | $144,359 | $0 | SHELTERING AND RENT |
| MASLOW PROJECT | |||||||
| 500 MONROE ST | MEDFORD | OR | 97501 | 270734969 | $148,913 | $0 | SUPPORT FOR SHELTERING & OUTREACH |
| OPTIONS FOR HELPING RESIDENTS | |||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | 611693223 | $320,569 | $0 | SHELTERING, COVID SUPPLIES AND RENT |
| UNETE CENTER FOR FARM WORKER | |||||||
| 27 N IVY ST | MEDFORD | OR | 97501 | 261810916 | $50,863 | $0 | SHELTERING |
| COMMUNITY WORKS | |||||||
| 2594 E BARNETT ROAD C | MEDFORD | OR | 97504 | 930633804 | $63,483 | $0 | SHELTERING |
| ONTRACK INC | |||||||
| 300 W MAIN STREET | MEDFORD | OR | 97501 | 237088811 | $90,615 | $0 | SHELTERING AND RENT |
| THE FAMILY NURTURING CENTER | |||||||
| 825 E MAIN ST SUITE A | MEDFORD | OR | 97504 | 161726574 | $34,207 | $0 | HOUSING SERVICES |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| ENERGY ASSISTANCE & WEATHERIZATION | 11138 | $1,521,557 | FMV | |
| SHELTER ASSISTANCE | 20501 | $8,951,150 | FMV | |
| EMERGENCY ASSISTANCE | 5379 | $1,578,769 | FMV | |
| FOOD ASSISTANCE & FOOD CONTRIBUTION | 48945 | $6,381,146 | EST VALUE, INDUSTRY-BASED | COMMODITIES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | PROCEDURES HAVE BEEN IMPLEMENTED TO DETERMINE THE ELIGIBILITY OF PROGRAM PARTICIPANTS FOR ALL GRANT FUNDED PROGRAMS OPERATED BY THE ORGANIZATION. INTAKE AND CERTIFICATION OF PARTICIPANT ELIGIBILITY IS DONE BASED UPON THE REQUIREMENTS SET FORTH BY EACH INDIVIDUAL GRANT FUNDED PROGRAM. EXPENDITURES ARE MONITORED TO ENSURE COMPLIANCE WITH PROGRAM REQUIREMENTS, BUDGETARY RESTRICTIONS AND ALLOWABILITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARRIE BORGEN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $177,263 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,249 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,628 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $200,140 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,783,809 | NoncashContributionsRptF990Amt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $118,781 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,204,738 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE ORGANIZATION'S INDEPENDENT CPA PROVIDES THE FORM 990 TO THE AGENCY AFTER COMPLETING PREPARATION. A COPY OF THE FORM 990 IS DISTRIBUTED TO ALL OF THE BOARD MEMBERS WHO HAVE A CHANCE TO REVIEW, COMMENT, AND PROPOSE CHANGES BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES AND BOARD MEMBERS ARE PROVIDED WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THEY ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. AT LEAST ANNUALLY THE ORGANIZATION REVIEWS COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHEREAS THE SALARY FOR THE FINANCE DIRECTOR IS DETERMINED BY THE EXECUTIVE DIRECTOR BASED UPON MARKET COMPENSATION AS DESCRIBED BELOW. IF IT IS DETERMINED THAT THE ORGANIZATION NEEDS TO HIRE OUTSIDE OF THE SALARY RANGES ESTABLISHED, APPROVAL IS REQUIRED FROM THE BOARD OF DIRECTORS. THESE PROCESSES ARE DONE IN COLLABORATION WITH THE HUMAN RESOURCES DIRECTOR. SALARY RANGES ARE IN PLACE FOR ALL OF THESE POSITIONS AND ARE UPDATED ANNUALLY. INDIVIDUAL POSITIONS ARE MARKET PRICED AT LEAST EVERY TWO YEARS USING THE FOLLOWING SURVEYS: THE MBL GROUP, OREGON LABOR MARKET INFORMATION SYSTEM, AND AMERICA'S CAREER INFONET. ACTIONS TO DETERMINE COMPENSATION ARE DOCUMENTED THROUGH THE USE OF AN EXCEL SPREADSHEET. |
| FORM 990, PART VI, SECTION C, LINE 18 | COPIES OF FORM 1023 AND FORM 990 ARE PROVIDED TO THE PUBLIC UPON A WRITTEN OR ORAL REQUEST RECEIVED AT THE ORGANIZATION'S MEDFORD, OREGON OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO ANY WRITTEN OR ORAL REQUEST TO ITS OFFICE IN MEDFORD, OREGON. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 77,217. MANAGEMENT AND GENERAL EXPENSES 208,763. FUNDRAISING EXPENSES 1,122. TOTAL EXPENSES 287,102. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 4,302,918. MANAGEMENT AND GENERAL EXPENSES 110,912. FUNDRAISING EXPENSES 1,000. TOTAL EXPENSES 4,414,830. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PV OF NOTES RECEIVABLE 5,889. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS -13,951. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACCESS - SINGLE-FAMILY LLC | |||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | 811614225 | REGISTERED OWNER OF HOUSING PROJECT | OR | $2,675 | $298,682 | ACCESS |
| ACCESS - MULTI-FAMILY LLC | |||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | 811768280 | REGISTERED OWNER OF HOUSING PROJECT | OR | $109,070 | $1,534,395 | ACCESS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4666 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931140932 | EIN |
| Primary Activities | TITLE HOLDING CORP. FOR ACCESS PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONIFER GARDENS LIMITED PARTNERSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 AVIATION WAY | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870788497 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CONIFER GARDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | -$1 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,484 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.00010 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $210,330 | InvolvedAmt |