2023-05-15T15:30:06-07:00 2022-06-30 930745639 KDP CERTIFIED PUBLIC ACCOUNTANTS LLP 841 OHARE PKWY STE 200 MEDFORD OR 97504 990 2021-07-01 930665396 ACCESS ACCE 5417796691 PO BOX 4666 MEDFORD OR 97501 JONATHAN BILDEN BOARD CHAIR 2023-05-15 true JONATHAN BILDEN 999009999 ANNIE DRIVER CPA P00742659 5417736633 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z JONATHAN BILDEN PO BOX 4666 MEDFORD OR 97501 40144262 false X WWW.ACCESSHELPS.ORG X 1976 OR TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. 11 11 135 316 0 29435441 39390795 470454 547170 46223 17019 2953062 124714 32905180 40079698 16680701 25878579 0 4644038 6207104 0 485875 8808316 7149030 30133055 39234713 2772125 844985 12986720 15501962 2913433 2466998 10073287 13034964 X TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. false false 21469472 15394763 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.Restorative Housing Program ACCESS works with Jackson County Community Justice to support individuals who are justice-involved and need housing. We accept referrals from supervision officers,provide housing navigation, case management, and short-term rental assistance to help stabilize our vulnerable, justice-involved population.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. 6508873 5583387 47891 NUTRITION PROGRAMS:Food Share - Provides emergency and supplemental food to the hungry in Jackson County. Food Share supplies twenty-one food pantries, over 25 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.Commodity Supplemental Food Program (CSFP) - A federal commodity program targeting income qualifying seniors over the age of 60. Commodity food boxes are provided monthly to qualifying clients.ACCESS Food Share Gardens - Six large community gardens, run by volunteers growing healthy produce for ACCESS food pantries and agencies.Plant-a-Row - Local gardeners grow extra rows of healthy produce and donate to ACCESS food pantries and agencies.Healthy Mobile Food Pantry Collaborative project with local health centers using the ACCESS mobile food pantry truck to provide food and nutritional services to low-income individuals and families suffering from diet-related chronic disease.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 farmers markets) and Screen and Intervene (screens patients for hunger and connects them to food resources). 6463590 4890513 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. 2414164 9916 55681 36856099 true true false false false false false false false false true false false false false true false true false false false false false false true false false true true true false false false false false false false false true false false false true true false false false true 541 0 true 135 true false false false false false false false 0 false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false OR X X RONALD ZAMBRANO 5417796691 PO BOX 4666 MEDFORD OR 97501 X CARRIE BORGEN 40.00 0.00 147807 0 15340 CARLEA LANGSTON 40.00 0.00 108718 0 18237 JASON ELZY Director 1.00 0.00 X 0 0 0 GREGORY PERKINSON DIRECTOR 1.00 0.00 X 0 0 0 KATHY SPERLE Secretary 1.00 0.00 X X 0 0 0 BRAD EARL Treasurer 1.00 0.00 X X 0 0 0 JULIE BROWN PAST CHAIR 1.00 0.00 X 0 0 0 DENNIE CONRAD Director 1.00 0.00 X 0 0 0 MICHAEL ZAROSINSKI Director 1.00 0.00 X 0 0 0 LILIA CABALLERO Director 1.00 0.00 X 0 0 0 JR WHEELER Chairman 1.00 0.00 X X 0 0 0 JONATHAN BILDEN Vice Chair 1.00 0.00 X X 0 0 0 DANIEL BUNN Director 1.00 0.00 X 0 0 0 256525 33577 2 false true false 0 81973 32195360 7113462 4297695 39390795 PROGRAM INCOME 900099 137485 137485 RENTAL INCOME 531110 409685 409685 547170 17019 17019 0 0 0 0 138857 81973 64564 74293 74293 0 0 MISCELLANEOUS 900099 50421 50421 50421 40079698 614610 74293 2409302 2409302 23469277 23469277 0 0 290102 85141 204961 0 5917002 4530031 1025728 361243 0 0 0 0 0 0 0 0 0 3765181 3549061 213360 2760 155292 88155 32649 34488 440236 233898 116941 89397 0 0 2124877 1883929 195984 44964 37776 31243 3801 2732 0 0 20489 17786 2703 0 182107 168955 13152 78380 38452 38641 1287 NON-CASH GOODS, EQUIPMENT 216576 208608 7968 VEHICLE EXPENSES 140948 131921 9027 TAXES & LICENSES 33932 6691 22519 4722 MISCELLANEOUS 17800 3649 13273 878 -64564 -64564 39234713 36856099 1892739 485875 2480282 4104682 144086 144309 3820280 4958900 66598 50233 0 0 1568132 1283348 88136 98437 28625 15133 7223953 2807588 4277964 4416365 0 0 0 0 512617 430555 12986720 15501962 1806337 2014383 31541 1107096 421074 2913433 2466998 X 8209334 11524180 1863953 1510784 10073287 13034964 12986720 15501962 X 844985 2116692 X X false true X true true true X 14958613 17189672 19598928 29435441 39472768 120655422 0 0 14958613 17189672 19598928 29435441 39472768 120655422 0 120655422 34686 45794 49366 46223 17019 193088 0 1152190 842519 1106393 777290 736448 4614840 125463350 0.96170 0.95250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1421892 1421892 4266795 1542644 2724151 1535266 1264944 270322 4416365 X Part X : FIN48 Footnote 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, 2022, THERE WERE NO UNCERTAIN TAX POSITIONS. X false OR OTHER EVENTS 99347 34441 64906 222 16862 GOLF TOURNAMENT 60805 23650 37155 19482 1 60678 23882 36796 27998 220830 81973 138857 222 64342 64564 74293 true COMMUNITY WORKS 2594 E BARNETT ROAD C MEDFORD OR 97504 930633804 186482 0 SHELTERING HEARTS WITH A MISSION 521 EDWARDS STREET MEDFORD OR 97504 208678122 15252 0 SHELTERING MASLOW PROJECT 500 MONROE ST MEDFORD OR 97501 270734969 84865 0 SUPPORT FOR SHELTERING & OUTREACH ONTRACK INC 300 W MAIN STREET MEDFORD OR 97501 237088811 50112 0 SHELTERING AND RENT OPTIONS FOR HELPING RESIDENTS PO BOX 1133 ASHLAND OR 97520 611693223 356271 0 SHELTERING, COVID SUPPLIES AND RENT OREGON COST COMMUNITY ACTION PO BOX 899 COOS BAY OR 97420 930547036 652766 0 SUPPORT FOR VETERANS & FAMILIES PEACE HOUSE 543 S MOUNTAIN AVE ASHLAND OR 97520 930821939 41762 0 NUTRITION AND COVID SUPPLIES ROGUE RETREAT 711 E MAIN STREET 25 MEDFORD OR 97504 931261998 172777 0 SHELTERING AND RENT UNETE CENTER FOR FARM WORKER 27 N IVY ST MEDFORD OR 97501 261810916 56037 0 SHELTERING UNITED COMMUNITY ACTION NETWO 280 KENNETH FORD DR ROSEBURG OR 97470 930587136 792978 0 SUPPORT FOR VETERANS & FAMILIES 10 0 ENERGY ASSISTANCE & WEATHERIZATION 9384 4173114 FMV SHELTER ASSISTANCE 16821 12077888 FMV EMERGENCY ASSISTANCE 5369 1634888 FMV FOOD ASSISTANCE & FOOD CONTRIBUTION 45618 5583387 EST VALUE, INDUSTRY-BASED COMMODITIES 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. false false false false false false false false false CARRIE BORGEN 147807 941 14399 163147 X 1 4084018 106809 MISCELLANEOUS 101799 DEVELOPMENT 5069 false false false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: 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. OTHER PROGRAM SERVICES 5: 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 management company while the remaining 56 units are self-managed. OTHER PROGRAM SERVICES 6: Housing Counseling - provides pre and post purchase counseling to participants enrolled in the following programs; the Oregon Foreclosure Avoidance Program, National Foreclosure Mitigation Counseling program, Realizing the American Dream, E-Home America, and a variety of down-payment assistance programs. OTHER PROGRAM SERVICES 7: COMMUNITY SERVICES BLOCK GRANT (CSBG):Information and Referral Provides information via the telephone to persons seeking assistance. Current information regarding programs offered by ACCESS is provided. Information regarding programs offered by other human services agencies in Jackson County is also available.Community Planning Provides for assessment of community wide needs in order to provide more effective services and programs.Program Support Provides additional funding to support administrative and program costs of other programs. OTHER PROGRAM SERVICES 8: OTHER PROGRAMS: OLSRUD FAMILY NUTRITION CENTER: Operation of a community nutrition center used to provide a meeting facility with catering options to other agencies in the community. Form 990, Part VI, Line 11b: Form 990 Review Process THE ORGANIZATIONS 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ALL EMPLOYEES AND BOARD MEMBERS ARE PROVIDED WITH THE ORGANIZATIONS 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE EXECUTIVE DIRECTORS 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 AMERICAS CAREER INFONET. ACTIONS TO DETERMINE COMPENSATION ARE DOCUMENTED THROUGH THE USE OF AN EXCEL SPREADSHEET. Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection 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, Line 19: Other Organization Documents Publicly Available 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. Other Changes In Net Assets Or Fund Balances - Other Decreases CHANGE IN BENEFICIAL INTEREST IN NET ASSETS = -$19666 Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN PV ON NOTES RECEIVABLE = $36708 Other Changes In Net Assets Or Fund Balances - Other Increases DISTRIBUTIONS FROM SINGLE-MEMBER LLC = $2099650 Form 990, Part XII, Line 2: Change of Oversight or Selection Process THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ACCESS BARNETT LLC PO BOX 4666 MEDFORD OR 97501 931159818 LIMITED PARTNER IN HOUSING PROJECT OR ACCESS ACCESS - SINGLE-FAMILY LLC PO BOX 4666 MEDFORD OR 97501 811614225 REGISTERED OWNER OF HOUSING PROJECT OR 3676 298682 ACCESS ACCESS - MULTI-FAMILY LLC PO BOX 4666 MEDFORD OR 97501 811768280 REGISTERED OWNER OF HOUSING PROJECT OR 104842 1534395 ACCESS ACCESS DEVELOPMENT CORPORATION PO BOX 4666 MEDFORD OR 97501 931140932 TITLE HOLDING CORP. 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