2024-05-15T17:14:41-05:00 2023-06-30 930745639 KDP CERTIFIED PUBLIC ACCOUNTANTS LLP 841 OHARE PARKWAY STE 200 MEDFORD OR 97504 990 2022-07-01 930665396 ACCESS ACCE 5417796691 PO BOX 4666 MEDFORD OR 97501 BRAD EARL BOARD CHAIR 5417796691 2024-05-15 1 BRAD EARL 888008888 0 ANNIE DRIVER CPA P00742659 5417736633 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRAD EARL PO BOX 4666 MEDFORD OR 97501 46398590 0 X WWW.ACCESSHELPS.ORG X 1976 OR TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. 9 9 173 416 0 0 39390795 45315056 547170 712356 17019 80124 124714 187749 40079698 46295285 25878579 20953929 0 0 6207104 8568614 0 0 666184 7149030 15607860 39234713 45130403 844985 1164882 15501962 19971498 2466998 5779714 13034964 14191784 X TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. 0 0 5409889 3052778 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. 19999309 11498999 314 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. 7590113 6381193 71177 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. 8547004 20959 650787 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. 8547004 20959 650787 41546315 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 448 0 1 173 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X X RONALD ZAMBRANO 5417796691 PO BOX 4666 MEDFORD OR 97501 X JASON ELZY BOARD MEMBER 1.00 X 0 0 0 GREGORY PERKINSON TREASURER 1.00 X X 0 0 0 BRAD EARL CHAIR 1.00 X X 0 0 0 DENNIE CONRAD VICE CHAIR 1.00 X X 0 0 0 MICHAEL ZAROSINSKI BOARD MEMBER 1.00 X 0 0 0 LILIA CABALLERO SECRETARY 1.00 X X 0 0 0 LUCINDA MOULDING BOARD MEMBER 1.00 X 0 0 0 BENJI FARGASON DIRECTOR 1.00 X 0 0 0 JASON ANTLEY BOARD MEMBER 1.00 X 0 0 0 CARRIE BORGEN EXECUTIVE DIRECTOR 40.00 X 177263 0 22877 177263 0 22877 1 0 1 0 WILLIAM TODD KIRKENDOL PO BOX 191 ASHLAND OR 97520 PROFESSIONAL SECURITY PROTECTION 114067 1 11050 35178270 10125736 7107328 45315056 RENTAL INCOME 531110 496908 496908 PROGRAM INCOME 900099 215448 215448 712356 80124 80124 281132 11050 103305 177827 177827 MISCELLANEOUS 900099 9922 9922 9922 46295285 722278 0 257951 X 2521307 2521307 18432622 18432622 270243 173552 95857 834 8298371 6098807 1711102 488462 4701932 4380135 319675 2122 183618 33804 37392 112422 691159 459700 143078 88381 7927184 7451626 412005 63553 112953 90325 21898 730 60671 60059 612 273181 212199 60982 104172 63372 39194 1606 NON-CASH GOODS, EQUIPME 1330024 1330024 VEHICLE EXPENSES 221019 198606 22413 0 TAXES & LICENSES 52728 21094 21533 10101 MISCELLANEOUS 37892 19083 17661 1148 -88673 14502 -103175 45130403 41546315 2917904 666184 4104682 7255779 144309 144441 4958900 4006166 50233 38416 1283348 1281862 98437 82142 15133 159628 8717100 2943996 4416365 5773104 430555 1229960 15501962 19971498 2014383 1563273 31541 3137212 421074 1079229 2466998 5779714 X 11524180 11614031 1510784 2577753 13034964 14191784 15501962 19971498 X 1164882 -8062 X X 0 1 X 1 1 1 X 17189672 19598928 29435441 39472768 45298791 150995600 17189672 19598928 29435441 39472768 45298791 150995600 150995600 45794 49366 46223 17019 80124 238526 842519 1106393 777290 736448 1003410 4466060 155700186 0.96980 0.96170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1421892 1421892 4528708 1662618 2866090 2766500 1281378 1485122 5773104 ACCRUED INTEREST RECEIVABLE 13203 BENEFICIAL INTEREST IN ASSETS-OCF 402757 BEQUESTS RECEIVABLE 814000 1229960 X 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 GOLF TOURNAMENT 75671 75671 53471 GREYSTONE COURT 19194 200 18994 334 1626 4 197317 10850 186467 4855 43019 292182 11050 281132 5189 98116 103305 177827 1 HEARTS WITH A MISSION 521 EDWARDS STREET MEDFORD OR 97504 208678122 28903 0 SHELTERING UNITED COMMUNITY ACTION NETWO 280 KENNETH FORD DR ROSEBURG OR 97470 930587136 993703 0 SUPPORT FOR VETERANS & FAMILIES OREGON COST COMMUNITY ACTION PO BOX 899 COOS BAY OR 97420 930547036 645692 0 SUPPORT FOR VETERANS & FAMILIES ROGUE RETREAT 711 E MAIN STREET 25 MEDFORD OR 97504 931261998 144359 0 SHELTERING AND RENT MASLOW PROJECT 500 MONROE ST MEDFORD OR 97501 270734969 148913 0 SUPPORT FOR SHELTERING & OUTREACH OPTIONS FOR HELPING RESIDENTS PO BOX 1133 ASHLAND OR 97520 611693223 320569 0 SHELTERING, COVID SUPPLIES AND RENT UNETE CENTER FOR FARM WORKER 27 N IVY ST MEDFORD OR 97501 261810916 50863 0 SHELTERING COMMUNITY WORKS 2594 E BARNETT ROAD C MEDFORD OR 97504 930633804 63483 0 SHELTERING ONTRACK INC 300 W MAIN STREET MEDFORD OR 97501 237088811 90615 0 SHELTERING AND RENT THE FAMILY NURTURING CENTER 825 E MAIN ST SUITE A MEDFORD OR 97504 161726574 34207 0 HOUSING SERVICES ENERGY ASSISTANCE & WEATHERIZATION 11138 1521557 FMV SHELTER ASSISTANCE 20501 8951150 FMV EMERGENCY ASSISTANCE 5379 1578769 FMV FOOD ASSISTANCE & FOOD CONTRIBUTION 48945 6381146 EST VALUE, INDUSTRY-BASED COMMODITIES PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION 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. X X X X X 0 0 0 0 0 0 0 0 0 CARRIE BORGEN EXECUTIVE DIRECTOR 177263 0 0 0 0 0 8249 0 14628 0 200140 0 0 0 X 5783809 X 118781 X MISCELLANEOUS 0 1204738 0 0 0 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. ACCESS - SINGLE-FAMILY LLC PO BOX 4666 MEDFORD OR 97501 811614225 REGISTERED OWNER OF HOUSING PROJECT OR 2675 298682 ACCESS ACCESS - MULTI-FAMILY LLC PO BOX 4666 MEDFORD OR 97501 811768280 REGISTERED OWNER OF HOUSING PROJECT OR 109070 1534395 ACCESS ACCESS DEVELOPMENT CORPORATION PO BOX 4666 MEDFORD OR 97501 931140932 TITLE HOLDING CORP. FOR ACCESS PROPERTY OR 501(C)(2) ACCESS 0 CONIFER GARDENS LIMITED PARTNERSHIP 3630 AVIATION WAY MEDFORD OR 97504 870788497 LOW INCOME HOUSING OR ACCESS CONIFER GARDEN -1 1484 0 1 0.00010 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 ACCESS DEVELOPMENT CORPORATION K 210330