ACCESS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS (EIN 93-0665396)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202221369349312737
- Schema version
- 2020v4.0
- Note
- A later return for the same period supersedes this one.
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T14:02:12-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 PKWY 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 | 2020-07-01 | 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 | JR WHEELER | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JR | PersonFirstNm |
| Person Last | WHEELER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RENAE E DAVIS CPA | PreparerPersonNm |
| PTIN | P10274416 | PTIN |
| Phone | 5417736633 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JR WHEELER | 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 | $33,244,366 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 99 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $19,598,928 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,594,057 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $561,144 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $496,876 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,366 | PYInvestmentIncomeAmt |
| CY Investment Income | $64,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $354,569 | PYOtherRevenueAmt |
| CY Other Revenue | $3,034,067 | CYOtherRevenueAmt |
| PY Total Revenue | $20,564,007 | PYTotalRevenueAmt |
| CY Total Revenue | $33,189,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,977,781 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,680,701 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,183,222 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,742,434 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $418,046 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,932,615 | PYOtherExpensesAmt |
| CY Other Expenses | $8,841,297 | CYOtherExpensesAmt |
| PY Total Expenses | $19,093,618 | PYTotalExpensesAmt |
| CY Total Expenses | $30,264,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,470,389 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,924,568 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,798,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,141,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,866,441 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,923,911 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,932,316 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,217,407 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,827,802 | ExpenseAmt |
| Grant | $6,592,778 | GrantAmt |
| Revenue | $2,650 | RevenueAmt |
| Desc | SUPPORT SERVICE PROGRAMS:ACCESS is a partner with DHS, Employment Division, Jackson County Health Department, On-Track, and area schools at various service integration sites in Jackson County.HOME Tenant Based Assistance (HTBA), Housing Stability Program (HSP), and Low Income Rental Housing Fund (LIRHF) - Provides up to two years rental subsidy depending upon housing need identified in partnership with Jackson County Housing Authority. 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.Emergency Solutions Grant (ESG) Program - The (ESG) provides federal funds to assist individuals and families to quickly regain stability in permanent housing after experiencing a housing crisis or homelessness. ESG funds are available for five program components: street outreach, emergency shelter, homelessness prevention, rapid re-housing assistance, and data collection through the Homeless Management Information System; as well as administrative activities.Support Services for Veteran Families (SSVF) - The SSVF program assists Veterans who are homeless or at-risk of homelessness end their housing crisis and stabilize in housing. There are two primary forms of assistance: Homelessness Prevention and Rapid Re-housingNavigator Program: Senior & Disabled - Provides in-home assessments for seniors or persons with disabilities to help them navigate through resources for important issues they face on a day-to-day basis including remaining independent in their homes. Companions provide a friendly visit homebound seniors who may want that extra connection.Ashland Community Resource Center (ACRC) - Provide homeless, at-risk individuals and families receive assistance and tools to support housing stability. Services provided at the center include; case management, service referrals, restrooms, backpack storage, mailing address, internet access, phone, job search-related printing, hygiene supplies, bus passes, education opportunities and more. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,308,769 | ExpenseAmt |
| Grant | $6,478,274 | GrantAmt |
| Revenue | $11,430 | RevenueAmt |
| Desc | NUTRITION PROGRAMS:Food Share - Provides emergency and supplemental food to the hungry in Jackson County. Food Share supplies twenty-four food pantries, over 20 supplemental food programs and over 10 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 - Seven 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.Cooking Skills Education Program - Inspires and educates community members to eat more fresh, local fruits, vegetables and whole foods with the assistance of a group of trained volunteers.Healthy Corner Store Initiative - A collaborative project of Jackson County Public Health Department, OSU Extension, and ACCESS to make healthy foods more accessible through neighborhood markets in our communitys food deserts. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,845,690 | ExpenseAmt |
| Grant | $3,608,757 | 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. Low-income seniors, people with disabilities and households who have received shut off notices.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 who have received shut off notices.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 received shut off notices. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,406,183 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $892 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $76,571 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,388,444 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 255 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 99 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD ZAMBRANO | PersonNm |
| 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 (11 entries)
| Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| PAMELA NORR | |||||||
| 40.00 | 0.00 | $152,152 | $0 | $33,633 | |||
| CATHY KEMBER-PELLE | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Director | Yes (X) | |
| KATHY SPERLE | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Secretary | Yes (X) | Yes (X) |
| BRAD EARL | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Treasurer | Yes (X) | Yes (X) |
| JULIE BROWN | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | CHAIR | Yes (X) | |
| DENNIE CONRAD | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Director | Yes (X) | |
| MICHAEL ZAROSINSKI | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Director | Yes (X) | |
| LILIA CABALLERO | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Director | Yes (X) | |
| JR WHEELER | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Chairman | Yes (X) | Yes (X) |
| JONATHAN BILDEN | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Vice Chair | Yes (X) | Yes (X) |
| DANIEL BUNN | |||||||
| 1.00 | 0.00 | $0 | $0 | $0 | Director | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $152,152 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $33,633 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT LAURAY | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19780 CHICORY AVE | AddressLine1Txt |
| City | BEND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FINANCE | ServicesDesc |
| Compensation | $106,931 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $10,894 | FundraisingAmt |
| Related Organizations | -$1,113,493 | RelatedOrganizationsAmt |
| Government Grants | $21,775,190 | GovernmentGrantsAmt |
| All Other Contributions | $8,921,466 | AllOtherContributionsAmt |
| Noncash Contributions | $5,126,577 | NoncashContributionsAmt |
| Total Contributions | $29,594,057 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM INCOME | 900099 | $130,850 | $130,850 |
| RENTAL INCOME | 531110 | $366,026 | $366,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $496,876 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,000 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $180,673 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,894 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,366 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,307 | TotalRevenueColumnAmt |
| Exclusion | $125,307 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BARNETT TOWNHOMES LP | 531110 | $2,712,486 | $2,712,486 |
| MISCELLANEOUS | 900099 | $196,274 | $196,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,908,760 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,189,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,469,636 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $125,307 | 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 | $5,605,983 | TotalAmt |
| Program Services | $5,605,983 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,074,718 | TotalAmt |
| Program Services | $11,074,718 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,888 | TotalAmt |
| Program Services | $17,309 | ProgramServicesAmt |
| Management And General | $208,579 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,516,546 | TotalAmt |
| Program Services | $3,390,409 | ProgramServicesAmt |
| Management And General | $825,231 | ManagementAndGeneralAmt |
| Fundraising | $300,906 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,889,692 | TotalAmt |
| Program Services | $6,712,536 | ProgramServicesAmt |
| Management And General | $168,406 | ManagementAndGeneralAmt |
| Fundraising | $8,750 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,592 | TotalAmt |
| Program Services | $41,307 | ProgramServicesAmt |
| Management And General | $7,747 | ManagementAndGeneralAmt |
| Fundraising | $22,538 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,902 | TotalAmt |
| Program Services | $189,408 | ProgramServicesAmt |
| Management And General | $50,158 | ManagementAndGeneralAmt |
| Fundraising | $86,336 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,064,713 | TotalAmt |
| Program Services | $927,765 | ProgramServicesAmt |
| Management And General | $122,618 | ManagementAndGeneralAmt |
| Fundraising | $14,330 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,047 | TotalAmt |
| Program Services | $14,736 | ProgramServicesAmt |
| Management And General | $5,016 | ManagementAndGeneralAmt |
| Fundraising | $295 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,628 | TotalAmt |
| Program Services | $19,628 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,407 | TotalAmt |
| Program Services | $150,370 | ProgramServicesAmt |
| Management And General | $13,037 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,688 | TotalAmt |
| Program Services | $53,320 | ProgramServicesAmt |
| Management And General | $19,998 | ManagementAndGeneralAmt |
| Fundraising | $1,370 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| VEHICLE EXPENSES | $123,330 | $107,812 | $15,518 | |
| NON-CASH GOODS, EQUIPMENT | $102,937 | $69,216 | $33,721 | |
| TAXES & LICENSES | $24,747 | $7,911 | $12,036 | $4,800 |
| MISCELLANEOUS | $15,981 | $6,016 | $9,598 | $367 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$55,367 | TotalAmt |
| Fundraising | -$55,367 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,264,432 | TotalAmt |
| Program Services | $28,388,444 | ProgramServicesAmt |
| Management And General | $1,457,942 | ManagementAndGeneralAmt |
| Fundraising | $418,046 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,842,535 | BOYAmt |
| EOY | $2,480,282 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,726 | BOYAmt |
| EOY | $144,086 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,057,924 | BOYAmt |
| EOY | $3,991,229 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,653 | BOYAmt |
| EOY | $138,980 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,541,003 | BOYAmt |
| EOY | $1,468,208 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,218 | BOYAmt |
| EOY | $88,136 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,638 | BOYAmt |
| EOY | $17,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,934,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,637,841 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,452,845 | BOYAmt |
| EOY | $4,296,491 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,215 | BOYAmt |
| EOY | $516,281 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,798,757 | BOYAmt |
| EOY | $13,141,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,046 | BOYAmt |
| EOY | $1,847,815 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,395 | BOYAmt |
| EOY | $1,076,096 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,866,441 | BOYAmt |
| EOY | $2,923,911 | 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 | $7,869,077 | BOYAmt |
| EOY | $8,075,454 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,063,239 | BOYAmt |
| EOY | $2,141,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,932,316 | BOYAmt |
| EOY | $10,217,407 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,798,757 | BOYAmt |
| EOY | $13,141,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,924,568 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$2,639,477 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $15,259,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,958,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,189,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,598,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,594,057 | CurrentTaxYearAmt |
| Total | $96,600,988 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,259,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,958,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,189,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,598,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,594,057 | CurrentTaxYearAmt |
| Total | $96,600,988 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $96,600,988 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,000 | CurrentTaxYearAmt |
| Total | $239,693 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $711,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $842,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,106,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $884,717 | CurrentTaxYearAmt |
| Total | $4,697,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $101,538,358 | TotalSupportAmt |
| Public Support CY170 | 0.95140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $4,119,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,412,536 | DepreciationAmt |
| Book Value | $2,706,947 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,392,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,225,305 | DepreciationAmt |
| Book Value | $167,652 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,296,491 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | 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, 2021, THERE WERE NO UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | OR | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MAYORS UNITED | Event1Nm |
| Gross Receipts Event1 | $113,191 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $113,191 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $35,646 | OtherDirectExpensesEvent1Amt |
| Event2 | COMMUNITY FUNDRAISERS | Event2Nm |
| Gross Receipts Event2 | $48,557 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,894 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $37,663 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $84 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,819 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $29,819 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $362 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $19,274 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $191,567 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,894 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $180,673 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $362 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,004 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,366 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $125,307 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COMMUNITY VOLUNTEER NETWORK | |||||||
| 1 WEST MAIN ST STE 303 | MEDFORD | OR | 97501 | 930892261 | $6,400 | $0 | COVID SUPPLIES |
| FAMILY NURTURING CENTER | |||||||
| 212 N OAKDALE AVE | MEDFORD | OR | 97501 | 161726574 | $546,518 | $0 | COVID RENT RELIEF |
| HEARTS WITH A MISSION | |||||||
| 521 EDWARDS STREET | MEDFORD | OR | 97504 | 208678122 | $70,546 | $0 | SHELTERING AND COVID SUPPLIES |
| MASLOW PROJECT | |||||||
| 500 MONROE ST | MEDFORD | OR | 97501 | 270734969 | $163,455 | $0 | SUPPORT FOR SHELTERING & OUTREACH |
| OPTIONS FOR HELPING RESIDENTS | |||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | 611693223 | $1,853,215 | $0 | SHELTERING, COVID SUPPLIES AND RENT |
| OREGON COST COMMUNITY ACTION | |||||||
| PO BOX 899 | COOS BAY | OR | 97420 | 930547036 | $936,994 | $0 | SUPPORT FOR VETERANS & FAMILIES |
| ROGUE RETREAT | |||||||
| 711 E MAIN STREET 25 | MEDFORD | OR | 97504 | 931261998 | $854,002 | $0 | SHELTERING, COVID SUPPLIES AND RENT |
| ROGUE VALLEY YMCA | |||||||
| 522 W 6TH ST | MEDFORD | OR | 97501 | 930391645 | $14,540 | $0 | COVID SUPPLIES |
| ST VINCENT DEPAUL | |||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | 930331082 | $11,564 | $0 | SHELTER AND COVID SUPPLIES |
| UNETE CENTER FOR FARM WORKER | |||||||
| 27 N IVY ST | MEDFORD | OR | 97501 | 261810916 | $53,013 | $0 | SHELTERING |
| UNITED COMMUNITY ACTION NETWO | |||||||
| 280 KENNETH FORD DR | ROSEBURG | OR | 97470 | 930587136 | $1,090,736 | $0 | SUPPORT FOR VETERANS & FAMILIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| ENERGY ASSISTANCE & WEATHERIZATION | 7825 | $1,616,355 | FMV | |
| SHELTER ASSISTANCE | 2361 | $1,632,850 | FMV | |
| EMERGENCY ASSISTANCE | 221 | $1,347,816 | FMV | |
| FOOD ASSISTANCE & FOOD CONTRIBUTION | 44029 | $6,477,697 | EST VALUE, INDUSTRY-BASED | COMMODITIES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 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) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA NORR | PersonNm |
| Base Compensation Filing Org | $152,152 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $14,292 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $19,341 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $185,785 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Noncash Contributions Rpt F990 | $160,683 | NoncashContributionsRptF990Amt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Noncash Contributions Rpt F990 | $4,859,857 | NoncashContributionsRptF990Amt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Noncash Contributions Rpt F990 | $41,405 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| DescDesc | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|
| EVENT PRIZES | $29,609 |
| ADVERTIZING | $4,112 |
| MISCELLANEOUS | $30,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: HOUSING DEVELOPMENT PROGRAM: DEVELOPMENT - THE ACQUISITION AND NEW CONSTRUCTION OF AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS, FAMILIES, VETERANS, SENIORS AND PEOPLE WITH DISABILITIES. OTHER PROGRAM SERVICES 5: Property/Asset Management - ACCESS has an ownership interest in 167 units of affordable rental housing, located in Jackson County. Of this, 134 units are managed by two third-party management companies while the remaining 33 units are self-managed. In addition to the self-managed units, ACCESS manages another 24 units of housing owned by Ashland Community Land Trust and the Southern Oregon Lions Sight & Hearing Center. 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):Medical Equipment Loan Program - Provides medical equipment on loan to senior citizens or disabled persons. There is no charge for the use of this equipment and, it may be used as long as there is a need for it. Hospital beds, walkers, crutches, and wheelchairs are examples of equipment available.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. Also coordinates Jackson Countys Continuum of Care.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 Increases | CHANGE IN BENEFICIAL INTEREST IN NET ASSETS = $78714 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | CHANGE IN PRESENT VALUE OF NOTE RECEIVABLE = -$5705 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | NET INCOME FROM PARTNERSHIP = -$2712486 |
| Form 990, Part XII, Line 2: Change of Oversight or Selection Process | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 BARNETT LLC | |||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | 931159818 | LIMITED PARTNER IN HOUSING PROJECT | OR | $117,314 | $2,409,901 | ACCESS |
| ACCESS - SINGLE-FAMILY LLC | |||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | 811614225 | REGISTERED OWNER OF HOUSING PROJECT | OR | $3,700 | $298,682 | ACCESS |
| ACCESS - MULTI-FAMILY LLC | |||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | 811768280 | REGISTERED OWNER OF HOUSING PROJECT | OR | $134,966 | $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 | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARNETT TOWNHOMES LIMITED PARTNERSHIP | ||||||||||||
| 3630 AVIATION WAY | MEDFORD | OR | 97504 | 931159818 | LOW INCOME HOUSING | OR | ACCESS BARNETT LLC | $2,712,486 | false | Yes (true) | 0.01000 | |
| CONIFER GARDENS LIMITED PARTNERSHIP | ||||||||||||
| 3630 AVIATION WAY | MEDFORD | OR | 97504 | 870788497 | LOW INCOME HOUSING | OR | ACCESS CONIFER GARDE | -$2 | false | Yes (true) | 0.00005 | $1,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| ACCESS DEVELOPMENT CORPORATION | |
| b | $1,113,493 |
| ACCESS DEVELOPMENT CORPORATION | |
| k | $210,330 |