2015-05-12T17:01:11-07:00 2014-06-30 KDCO PIELS CERTIFIED PUBLIC ACCOUNTANTS 640 SUPERIOR COURT MEDFORD OR 975046181 990 2013-07-01 930665396 ACCESS ACCE 5417796691 PO BOX 4666 MEDFORD OR 97501 JOHN WATT CHAIR 2015-05-12 true STEWART C PARMELE P00233959 5417736633 2013 2016-03-07 17:11:31Z 11422804 false false X WWW.ACCESSHELPS.ORG X 1976 OR TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. 14 14 61 1794 0 10535608 10240582 595322 809598 30262 30691 141061 274621 11302253 11355492 5345613 5331585 0 2628732 2531064 0 402024 2379137 3017719 10353482 10880368 948771 475124 7696107 7531574 1107191 772924 6588916 6758650 X TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. false false 3893022 60505 ENERGY ASSISTANCE & WEATHERIZATION PROGRAMS: PROVIDE ASSISTANCE BY PAYING ENERGY BILLS FOR LOW-INCOME INDIVIDUALS AND SENIOR CITIZENS. FACILITATES MORE ENERGY EFFICIENT HOMES BY PROVIDING WEATHERIZATION SERVICES TO LOW-INCOME RENTERS AND HOMEOWNERS. DURING THE FISCAL YEAR, 19,870 PEOPLE WERE PROVIDED ASSISTANCE. 3458427 254653 NUTRITION PROGRAMS: THE FOOD SHARE PROGRAM PROVIDES FOOD BOXES TO HUNGRY INDIVIDUALS AND FAMILIES WITH FOOD FROM OREGON FOOD BANK, PUBLIC DONATIONS, AND THE USDA THROUGH FOOD PANTRIES LOCATED THROUGHOUT JACKSON COUNTY. THE FRESH ALLIANCE PROGRAM RECOVERS MILK, PRODUCE, DAIRY PRODUCTS, AND FROZEN MEAT FROM LOCAL GROCERY STORES ON OR BEFORE THE PULL DATE. DURING THE FISCAL YEAR, 78,018 PEOPLE WERE PROVIDED ASSISTANCE. 1678066 FAMILY AND SENIOR SERVICES PROGRAMS: PROVIDE SEVERAL DIFFERENT RENT SUBSIDY PROGRAMS TO INDIVIDUALS AND FAMILIES DEMONSTRATING A COMMITMENT TOWARD ACHIEVING A MORE SELF-RELIANT LIFESTYLE. CASE WORKERS WORK WITH FAMILIES TO DEVELOP INDIVIDUALIZED PLANS THAT ADDRESS THE FAMILY'S CURRENT CIRCUMSTANCES. SENIOR AND DISABLED OUTREACH PROVIDES INFORMATION ABOUT COMMUNITY RESOURCES TO SENIORS AND DISABLED CITIZENS REGARDING IMPORTANT ISSUES INCLUDING REMAINING INDEPENDENT IN THEIR HOMES. DURING THE FISCAL YEAR, 438 FAMILIES AND 125 SENIORS WERE PROVIDED ASSISTANCE. 1006978 494707 10036493 true true false false false false false false false true true false false false false true false true false false false false false false true false false true true false false false false false false false false false false false false true false false false true true false false false false true 102 0 true 61 true false false false false false false false false 0 false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false X X GREG KOZIARA FINANCE DIRECTOR 5417796691 PO BOX 4666 MEDFORD OR 97501 JOHN BOND Director 0.00 0.00 X 0 0 0 ERIC FOSTER Director 0.00 0.00 X 0 0 0 TIM JOHNSON Director 0.00 0.00 X 0 0 0 JOHN WATT CHAIR 0.00 0.00 X X 0 0 0 PAT HUYCKE SEC/TREASURER 0.00 0.00 X X 0 0 0 GRADY SINGLETARY Director 0.00 0.00 X 0 0 0 TIM ALFORD Director 0.00 0.00 X 0 0 0 JULIE BROWN VICE CHAIR 0.00 0.00 X X 0 0 0 CATHIE DAVIS CHAIR ELECT 0.00 0.00 X X 0 0 0 DENNIS RICHARDSON Director 0.00 0.00 X 0 0 0 ED MILLER Director 0.00 0.00 X 0 0 0 BOB STROSSER Director 0.00 0.00 X 0 0 0 HANK WILLIAMS Director 0.00 0.00 X 0 0 0 JR WHEELER Director 0.00 0.00 X 0 0 0 JACKIE SCHAD Executive Dir. 40.00 0.00 X 89856 0 8252 GREG KOZIARA FIN. DIRECTOR 40.00 0.00 X 60416 0 7622 150272 15874 0 false false false PACIFIC POWER 1033 NE 6TH AVE PORTLAND OR 972560001 ENERGY ASSISTANCE 1675388 REGENCE BCBS 100 SOUTHWEST MARKET ST PORTLAND OR 972071271 HEALTH INSURANCE 369977 SOUTHERN OREGON INSULATION 1473 JENNIFER WAY GRANTS PASS OR 97526 WEATHERIZATION 349002 ALL PHASE WEATHERIZATION & CONSTRUCTION PO BOX 966 EAGLE POINT OR 97524 WEATHERIZATION 233048 SUNLOK INC PO BOX 3958 CENTRAL POINT OR 97502 WEATHERIZATION 190584 14 171958 6448564 3620060 2852906 10240582 PROGRAM INCOME 900099 628735 628735 RENTAL INCOME 531110 180863 180863 809598 30691 30691 0 0 0 0 25000 171958 67312 -42312 -42312 0 0 CHANGE IN PV NOTES RECEIV 900099 285354 285354 MISCELLANEOUS 900099 31579 31579 316933 11355492 809598 305312 X 567945 567945 4763640 4763640 0 0 150272 18033 120218 12021 0 1670603 1344318 195972 130313 71423 57474 8378 5571 453065 364577 53147 35341 185701 149432 21784 14485 25874 123 25751 9502 9051 451 50781 10626 39860 295 0 0 1603 1603 1520535 1487354 27831 5350 47089 25646 10416 11027 213673 123230 20675 69768 0 0 313721 276802 22277 14642 156666 146610 8750 1306 0 0 34155 60 34095 0 138634 53499 85135 49324 46848 1129 1347 NON-CASH GOODS, EQUIPMENT 200603 150892 12406 37305 DIRECT PROGRAM EXPENSE 192369 191822 527 20 MISCELLANEOUS 31936 6404 17471 8061 TAXES, LICENSES, & FEES 23171 11083 6805 5283 8083 231024 -247079 24138 10880368 10036493 441851 402024 1213388 1597390 0 895412 453679 47392 0 0 1642430 1712130 0 4243 4311 4901956 1699929 3155211 3202027 0 323438 227978 0 0 461985 286667 7696107 7531574 589333 497632 155117 234499 275292 128242 1107191 772924 X 5010636 4726885 1578280 1819012 212753 6588916 6758650 7696107 7531574 475124 -305390 X X false true X true true true X 10390437 11623412 9448297 10668327 10240582 52371055 0 0 10390437 11623412 9448297 10668327 10240582 52371055 0 52371055 46110 65247 137889 141890 30691 421827 0 49466 80931 52839 68683 31579 283498 53076380 4060930 0.98670 0.98600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183740 29013 212753 167296 16444 183740 174335 -7039 167296 144595 29740 174335 130060 1000 13535 144595 1.00000 true false false 554752 554752 3213053 703493 2509560 1134151 996436 137715 3202027 X Part X : FIN48 Footnote THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2010. CURRENTLY, THERE IS NO EXAMINATION OR PENDING EXAMINATION WITH THE INTERNAL REVENUE SERVICE (IRS).THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ON JULY 1, 2009. AS OF JUNE 30, 2014, THERE ARE NO TAX POSITIONS FOR WHICH THE DEDUCTIBILITY IS CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY REGARDING THE TIMING OF SUCH DEDUCTIBILITY. false GOLF TOURNAMENT 73770 48770 25000 26464 MAYORS UNITED 68996 68996 1170 200 14057 1 54192 54192 25421 196958 171958 25000 1170 200 65942 67312 -42312 true HEARTS WITH A MISSION 711 MEDFORD CENTER NO 334 MEDFORD OR 97504 208678122 71011 0 SUPPORT FOR YOUTH RESIDENTIAL PGM MASLOW PROJECT 500 MONROE ST MEDFORD OR 97501 270734969 31987 0 HOMELESS OUTREACH FOR YOUTH & FAM OREGON COAST COMMUNITY ACTION PO BOX 899 COOS BAY OR 97420 930547036 160344 0 HOUSING ASSISTANCE FOR HOMELESS VET ROGUE INITIATIVE FOR VITAL EC 340 A ST SUITE 205 ASHLAND OR 97520 931226444 21075 0 PARTNERSHIP TO IMPROVE FOOD SYSTEM ROGUE VALLEY VETERANS COMMUN 601 N GRAPE STREET MEDFORD OR 97501 930779926 71045 0 HOUSING HOMELESS VETERANS UNITED COMMUNITY ACTION NETWO 280 KENNETH FORD DR ROSEBURG OR 97470 930587136 191839 0 HOUSING ASSISTANCE FOR HOMELESS VET VETERANS IN RECOVERY 107 E MAIN ST SUITE 9 MEDFORD OR 97501 651321529 15644 0 OUTREACH FOR COVER OREGON 5 2 ENERGY ASSISTANCE 19730 1882972 FMV SHELTER ASSISTANCE 308 274435 FMV EMERGENCY ASSISTANCE 6377 682568 FMV FOOD ASSISTANCE & FOOD CONTRIBUTION 31080 84587 431670 EST VALUE, INDUSTRY-BASED COMMODITIES WEATHERIZATION 140 117647 FMV 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. 103285 FAIR VALUE X 2 2213828 $ PER LB 104214 FAIR VALUE false true false 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, FAMILIES, SENIORS AND PEOPLE WITH DISABILITIES.PROPERTY/ASSET MANAGEMENT - ACCESS HAS AN OWNERSHIP INTEREST IN 165 UNITS OF AFFORDABLE RENTAL HOUSING, LOCATED IN JACKSON COUNTY. OF THIS, 52 UNITS ARE MANAGED BY A THIRD-PARTY MANAGEMENT COMPANY WHILE THE REMAINING 113 UNITS ARE SELF-MANAGED. IN ADDITION TO THE SELF-MANAGED UNITS, ACCESS MANAGES ANOTHER 24 UNITS OF HOUWING OWNED BY ASHLAND COMMUNITY LAND TRUST AND THE SO. OREGON LION'S SIGHT & HEARING CENTER.HOUSING COUNSELING - PROVIDES PRE AND POST PURCHASE COUNSELING TO PARTICIPANTS ENROLLED IN THE FOLLOWING PROGRANS; 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.EXPENSES: $ 717,979. INCLUDING GRANTS OF: $ 0. REVENUE: $ 494,707.COMMUNITY SERVICES BLOCK GRANT PROGRAMS: THE GRANTS PROVIDE FUNDS TO OPERATE SEVERAL PROGRAMS. THE MEDICAL EQUIPMENT LOAN PROGRAM PROVIDES MEDICAL EQUIPMENT ON LOAN TO SENIORS AND DISABLED PERSONS AT NO CHARGE AS LONG AS THERE IS A NEED. HOSPITAL BEDS, WALKERS, CRUTCHES, AND WHEELCHAIRS ARE EXAMPLES OF EQIPMENT AVAILABLE. THE INFORMATION AND REFERRAL PROGRAM PROVIDES INFORMATION VIA THE TELEPHONE TO PERSONS SEEKING ASSISTANCE REGARDING THE ORGANIZATIONS PROGRAMS AND OTHER HUMAN SERVICES AGENCIES IN JACKSON COUNTY. COMMUNITY PLANNING PROVIDES FOR ASSESSMENT OF COMMUNITY WIDE NEEDS IN ORDER TO PROVIDE MORE EFFECTIVE SERVICES AND PROGRAMS. IT ALSO COORDINATES JACKSON COUNTYS CONTINUUM OF CARE FOR HOMELESS RESIDENTS. PROGRAM SUPPORT PROVIDES ADDITIONAL FUNDING TO SUPPORT ADMINISTRATIVE AND PROGRAM COSTS OF OTHER PROGRAMS.EXPENSES: $ 167,388. INCLUDING GRANTS OF: $ 0. REVENUE: $ 0.OTHER PROGRAMS: THE OLSRUD FAMILY NUTRITION CENTER PROVIDES OPERATION OF A COMMUNITY NUTRITION CENTER USED TO PROVIDE A MEETING FACILITY WITH CATERING OPTIONS TO OTHER AGENCIES IN THE COMMUNITY AND A COMMERCIAL KITCHEN USED TO PREPARE MEALS DISTRIBUTED BY FOOD AND FRIENDS (A MEALS ON WHEELS PROGRAM).EXPENSES: $ 121,611. INCLUDING GRANTS OF: $ 0. REVENUE: $ 84,181. 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. 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 -166171 3509980 ACCESS ACCESS DEVELOPMENT CORPORATION PO BOX 4666 MEDFORD OR 97501 931140932 TITLE HOLDING CORP. FOR ACCESS PROPERTY OR 501(C)(2) ACCESS false BARNETT TOWNHOMES LIMITED PARTNERSHIP 3630 AVIATION WAY MEDFORD OR 97504 931159818 LOW INCOME HOUSING OR ACCESS BARNETT LLC RELATED -1662 35100 false true 0.01000 CONIFER GARDENS LIMITED PARTNERSHIP 3630 AVIATION WAY MEDFORD OR 97504 870788497 LOW INCOME HOUSING OR ACCESS CONIFER GARDE RELATED -2 89 false true 0.00005 false false false false false false false false false false true true false false false false false false false ACCESS DEVELOPMENT CORPORATION k 108000 BARNETT TOWNHOMES LIMITED PARTNERSHIP l 119089