2014-05-13T12:46:25-05:00 2013-06-30 910870697 Aiken & Sanders Inc PS 343 W Wishkah St Aberdeen WA 98520 990 2012-07-01 930665396 ACCESS ACCE 5417744331 PO BOX 4666 MEDFORD OR 97501 JOHN WATT 5417744331 2014-05-08 Terry D Sodders CPA P00003151 3605333370 2012 2015-11-30 17:44:51Z JOHN WATT PO BOX 4666 MEDFORD OR 97501 11362594 0 X www.accesshelps.org X 1976 OR TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. 13 13 61 1453 0 0 9448297 10535608 1017886 595322 -23546 30262 68900 141061 10511537 11302253 4027731 5345613 0 0 2575896 2628732 0 0 305310 3940745 2379137 10544372 10353482 -32835 948771 5787253 7696107 800569 1107191 4986684 6588916 X TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. 1 0 3835332 2310701 98087 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, 22,353 PEOPLE WERE PROVIDED ASSISTANCE. 1110841 460800 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, 16,544 FAMILIES AND 8,056 SENIORS WERE PROVIDED ASSISTANCE. 3069543 2474947 120359 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 THROUGOUT 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, 73,084 PEOPLE WERE PROVIDED ASSISTANCE. 1054016 93936 294346 HOUSING DEVELOPMENT PROGRAM: PROVIDES PERMANENT, TRANSITIONAL, AND SHELTER HOUSING TO ELIGIBLE SENIOR CITIZENS, PEOPLE WITH DISABILITIES, AND FAMILIES. THE ORGANIZATION OWNS 111 HOUSING UNITS AND MANAGES AN ADDITIONAL 163 UNITS. THE PROGRAM COORDINATES PROVISION OF HOUSING SERVICES WITH OTHER LOCAL SOCIAL SERVICE AGENCIES. THE PROGRAM PROVIDES EDUCATIONAL WORKSHOPS THAT TEACH THE BASIC PRINCIPLES OF PURCHASING AND OWNING A HOME AND ALSO PROVIDES ASSISTANCE WITH DOWN PAYMENTS AND CLOSING COSTS TO FIRST TIME HOME BUYERS. THE ORGANIZATION IS A CERTIFIED HUD AGENCY PROVIDING COUNSELING SERVICES AND INFORMATION TO CONSUMERS ABOUT HOME PURCHASING, MAINTENANCE, AND FINANCIAL RESPONSIBILITIES. 182622 5229 COMMUNITY SERVICES BLOCK GRANT PROGRAMS: THE GRANTS PROVIDE FUNDS TO OPERATE SEVERAL PROGRAMS. THE MEDICAL EQUIPMENT LOAN PROGRAM PROVIDES MEDICAL EQUIPMENT TO SENIOR AND DISABLED PERSONS AT NO CHARGE AS LONG AS THERE IS A NEED. THE INFORMATION AND REFERRAL PROGRAM PROVIDES INFORMATION VIA THE TELEPHONE TO PERSONS SEEKING ASSISTANCE REGARDING THE ORGANIZATIONS PROGRAMS AND OTHER 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 COUNTY'S CONTINUUM OF CARE. 96997 82530 OTHER PROGRAMS: THE OLSRUD FAMILY NUTRITION CENTER, BUILT WITH PUBLIC DONATIONS, IS A SPACIOUS ROOM AVAILABLE TO THE COMMUNITY FOR MEETINGS, WORKSHOPS, AND CONFERENCES. CATERED MEALS ARE ALSO AVAILABLE FOR THESE EVENTS. 1333635 99165 376876 9349351 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 76 0 1 61 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X GREG KOZIARA FINANCE DIRECTOR 5417744331 PO BOX 4666 MEDFORD OR 97501 JOHN BOND 0.00 X 0 0 0 ERIC FOSTER 0.00 X 0 0 0 BRUCE CARTMEL 0.00 X X 0 0 0 JOHN WATT 0.00 X X 0 0 0 PAT HUYCKE 0.00 X X 0 0 0 GRADY SINGLETARY 0.00 X 0 0 0 TIM ALFORD 0.00 X 0 0 0 JULIE BROWN 0.00 X X 0 0 0 CATHIE DAVIS 0.00 X X 0 0 0 DENNIS RICHARDSON 0.00 X 0 0 0 ED MILLER 0.00 X 0 0 0 BOB STROSSER 0.00 X 0 0 0 HANK WILLIAMS 0.00 X 0 0 0 STEVEN WEBER 40.00 X 14835 0 0 JACKIE SCHAD 40.00 X 86716 0 6623 PATTI ELLIOT 40.00 X 14835 0 3582 116386 0 10205 0 0 0 0 Regence BCBS PO Box 1271 Portland OR 97207 Health Insurance Premiums 393770 Southern Oregon Insulation 1473 Jennifer Way Grants Pass OR 97526 WX Materials & Installation 359794 All Phase Weatherization & Construction PO Box 966 Eagle Point OR 97524 WX Materials & Installation 284421 Sunlok Inc PO Box 3958 Central Point OR 97502 WX Materials & Installation 242442 4 153078 7407640 2974890 2023203 10535608 PROGRAM INCOME 900099 456738 456738 RENTAL INCOME 531110 138584 138584 595322 3306 3306 2956 24000 0 0 2956 24000 26956 26956 0 153078 51854 -51854 -51854 25000 8487 16513 16513 MISCELLANEOUS 900099 107719 107719 CHANGE IN PV NOTES RECEIVABLE 900099 68683 68683 176402 11302253 595322 0 171323 X 367114 367114 4978499 4978499 135295 15476 108894 10925 1837136 1503690 187168 146278 82813 63818 12391 6604 389073 299664 58400 31009 184415 142036 27681 14698 923 923 30100 30100 1482 1482 1191403 1149614 41753 36 53083 12087 13680 27316 158078 104576 30739 22763 323879 279409 15121 29349 115831 105727 9327 777 10723 10723 104125 42796 61329 58965 75 58890 Housing Development 155258 155258 NON-CASH GOODS, EQUIPME 131471 117878 4467 9126 MISCELLANEOUS 30650 4890 22939 2821 TAXES, LICENSES, & FEES 11682 5959 2115 3608 1484 785 699 10353482 9349351 698821 305310 677754 1213388 952609 895412 1070846 1642430 5757 4243 4816441 1661230 2350425 3155211 306738 323438 423124 461985 5787253 7696107 288274 589333 141145 155117 241578 234499 129572 128242 800569 1107191 X 3366401 5010636 1620283 1578280 4986684 6588916 5787253 7696107 X 948771 13155 640306 X X 0 1 X 1 1 1 X 8907148 10390437 11623412 9448297 10668327 51037621 8907148 10390437 11623412 9448297 10668327 51037621 51037621 -5063 46110 65247 137889 141890 386073 86228 49466 80931 52839 68683 338147 51761841 4731661 0.98600 0.98740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167296 16444 183740 174335 -7039 167296 144595 29740 174335 130060 1000 13535 144595 164001 -33941 130060 1.00000 1 0 414021 414021 2358748 624134 1734614 2043672 1037096 1006576 3155211 Accrued Interest Receivable 267087 Other Receivables 194898 461985 Tenant Deposits 17724 Unapplied Rebates 38365 Managed Rentals Payable 72116 Line of Credit 37 128242 X 11374267 13155 60341 73496 11300771 1482 1482 11302253 10413823 60341 60341 10353482 0 10353482 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: 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, 2009. 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, 2013, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility. Part XI, Line 2d - Other Adjustments: FUNDRAISING EXPENSES IN EXPENSES ON THE FINANCIAL STATEMENTS 60,341. Part XII, Line 2d - Other Adjustments: FUNDRAISING EXPENSES IN EXPENSES ON THE FINANCIAL STATEMENTS 60,341. GOLF TOURNAMENT 88945 88945 3060 6000 19824 MAYORS UNITED 49681 49681 1500 350 10814 3 14452 14452 10306 153078 153078 3060 6000 1500 350 40944 51854 -51854 25000 8451 36 1 1.00000 25000 8451 36 8487 16513 OR 1 0 1 0 1.00000 LOGAN BELL 3630 AVIATION WAY MEDFORD OR 97504 0 GREG KOZIARA 350 ACCOUNTING X 0 1 Maslow Project 500 Monroe St Medford OR 97501 270734969 501(c)(3) 35797 Outreach for homeless youth Hearts With a Mission 711 Medford Center No 334 Medford OR 97504 208678122 501(c)(3) 126266 Short-term shelter for homeless youths St Vincent De Paul 988 Hill View Dr Ashland OR 97520 930831082 501(c)(3) 6671 Outreach to homeless United Community Action Network 280 Kenneth Ford Dr Roseburg OR 97470 930587136 501(c)(3) 95537 Housing assistance for homeless Veteran families Oregon Coast Community Action Agency PO Box 899 Coos Bay OR 97420 930547036 501(c)(3) 102843 Housing assistance for homeless Veteran families ENERGY ASSISTANCE: PROVIDES PAYMENT OF ENERGY COSTS FOR LOW INCOME INDIVIDUALS. 22180 2274945 FMV SHELTER ASSISTANCE: PROVIDES SHELTER, ASSISTANCE, AND HOUSING SERVICES. 443 309927 FMV EMERGENCY ASSISTANCE:PROVIDES EMERGENCY SHELTER, ASSISTANCE, AND HOUSING SERVICES. 7430 137452 FMV FOOD ASSISTANCE & FOOD CONTRIBUTIONS: PROVIDES FOOD TO THE HUNGRY. 27230 73418 418616 ESTIMATED VALUE BASED ON PER POUND INDUSTRY VALUE OR AMOUNTS PAID FOR ITEMS. COMMODITIES Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: 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 131471 FAIR VALUE X 351 1891732 $ PER LB FROM F. AMERICA 0 1 0 New Program Services Form 990, Part III, line 2 The Agency started providing support services under the Supportive Services for Veterans Families (SSVF) Program. Under this grant, the Agency coordinates and provides services to very low-income Veteran families who are at-risk of losing their housing or are homeless and requesting assistance to secure housing stability. Form 990, Part VI, Section B, line 11 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 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 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, OR 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, OR. Other Fees Form 990, Part IX, line 11g Emergency Shelter & Case Management: Program service expenses 912,573. Management and general expenses 0. Fundraising expenses 0. Total expenses 912,573. Other: Program service expenses 30,909. Management and general expenses 41,753. Fundraising expenses 36. Total expenses 72,698. Emergency Shelter Program Outreach: Program service expenses 206,132. Management and general expenses 0. Fundraising expenses 0. Total expenses 206,132. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Change in Notes Receivable 640,306. FORM 990, PART XI, LINE 2C: 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 -257182 -329471 ACCESS ACCESS DEVELOPMENT CORPORATION PO BOX 4666 MEDFORD OR 97501 931140932 TITLE HOLDING CORPORATION FOR ACCESS PROPERTY. OR 501(C)(2) ACCESS 0 BARNETT TOWNHOMES LIMITED PARTNERSHIP 3630 AVIATION WAY MEDFORD OR 97504 931159818 LOW INCOME HOUSING OR ACCESS BARNETT LLC RELATED -2598 511266 0 1 CONIFER GARDENS LIMITED PARTNERSHIP 3630 AVIATION WAY MEDFORD OR 97504 870788497 LOW INCOME HOUSING OR ACCESS CONIFER GARDENS LIMITED LIABILITY COMPANY RELATED -4 78 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 ACCESS DEVELOPMENT CORPORATION K 108000 BARNETT TOWNHOMES LIMITED PARTNERSHIP L 186664