2012-03-01T16:16:05-06:00 2011-06-30 Aiken & Sanders Inc PS 343 W Wishkah Aberdeen WA 98520 990 2010-07-01 930665396 AGING COMMUNITY COORDINATED ENTERPRISE SUPPORTIVE SERVICES AGIN 5417744331 PO BOX 4666 MEDFORD OR 97501 BRUCE CARTMEL 5417744331 2012-03-01 Terry D Sodders CPA 3605333370 2010 2016-02-24 21:20:13Z BRUCE CARTMEL PO BOX 4666 MEDFORD OR 97501 12503138 0 X www.accesshelps.org X 1976 OR TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS, SENIOR CITIZENS, AND FAMILIES. 14 14 63 612 0 0 10390437 11623412 836933 724193 46110 65247 640170 50892 11913650 12463744 6068418 5746709 0 0 2528937 2727212 0 0 303232 3031388 4077760 11628743 12551681 284907 -87937 6096787 6090435 1013965 1140846 5082822 4949589 X TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS, SENIOR CITIZENS, AND FAMILIES. 0 0 5842726 2509769 151672 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. 1102587 710726 2538 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. 1167014 172924 373196 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. 2836694 2295319 107532 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. 346993 40031 0 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. 240446 17940 89255 OTHER PROGRAMS: THE JUNIOR ACHIEVEMENT PROGRAM CONTRIBUTES TO A YOUNG PERSON'S ECONOMIC AND BUSINESS EDUCATION WITH PRACTICAL LEARNING EXPERIENCES IN GRADES K THROUGH 12. 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. 3424133 2353290 196787 11536460 1 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 176 0 63 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X The Organization 5417744331 PO BOX 4666 MEDFORD OR 97501 KEN WILLIAMS X X 0 0 0 BRUCE CARTMEL X X 0 0 0 JOHN WATT X X 0 0 0 PAT HUYCKE X X 0 0 0 GRADY SINGLETARY X 0 0 0 TIM ALFORD X 0 0 0 JULIE BROWN X 0 0 0 CATHIE DAVIS X X 0 0 0 DENNIS RICHARDSON X 0 0 0 ED MILLER X 0 0 0 JAMES PATTERSON X 0 0 0 STEVE SHAPIRO X 0 0 0 BOB STROSSER X 0 0 0 HANK WILLIAMS X 0 0 0 GARY MILLER 40.00 X 94790 0 15564 STEVEN WEBER 40.00 X 72458 0 6435 JACKIE SCHAD 40.00 X 68047 0 6438 235295 0 28437 0 0 0 0 Southern Oregon Insulation LLC 1473 NE Jennifer Way Grants Pass OR 97526 WEATHERIZATION MATERIALS 960682 All Phase Weatherization Constructi PO Box 966 Eagle Point OR 97524 WEATHERIZATION MATERIALS 625197 Sunlok Inc PO Box 3958 Central Point OR 97502 WEATHERIZATION MATERIALS 416991 Regence Blue Cross Blue Shield PO Box 1271 Portland OR 97207 MEDICAL INSURANCE 378789 Caveman Heating Air 1940 Bluegrass Drive Central Point OR 97502 WEATHERIZATION MATERIALS 237308 6 526720 8798514 2298178 2276248 11623412 PROGRAM INCOME 900099 584420 584420 RENTAL INCOME 531110 139773 139773 724193 65247 65247 0 526720 39394 -39394 -39394 MISCELLANEOUS 900099 80931 80931 CHANGE IN PV NOTES REC 900099 9355 9355 90286 12463744 724193 0 116139 5746709 5746709 265314 77968 105529 81817 1783298 1484899 248031 50368 96469 78196 15613 2660 367105 294061 57076 15968 215026 165633 36484 12909 2173 267 1672 234 7291 897 5608 786 30101 3702 23153 3246 1326 1326 2827234 2789290 32133 5811 64955 28164 6010 30781 205855 117707 19744 68404 334565 308825 12365 13375 170012 157610 9130 3272 14793 14793 176632 98242 78390 35866 32790 2372 704 NON-CASH GOODS, EQUIPME 117457 107051 10406 MISCELLANEOUS 69858 33177 28395 8286 TAXES, LICENSES, & FEES 16250 7880 5085 3285 TOOLS & SUPPLIES 3392 3392 12551681 11536460 711989 303232 1537359 1018976 310440 868590 5653 0 997913 1007269 8414 0 29685 9590 4007394 1508213 2572091 2499181 281703 311443 353529 375386 6096787 6090435 453080 548237 134262 117175 253781 248127 172842 227307 1013965 1140846 X 3353128 3287117 1729694 1662472 5082822 4949589 6096787 6090435 X -87937 -45296 X X 0 1 1 X 1 1 X 7848163 8422168 8907148 10390437 11623412 47191328 7848163 8422168 8907148 10390437 11623412 47191328 47191328 51513 108643 -5063 46110 65247 266450 82416 71670 86228 49466 80931 370711 47828489 5070496 0.98670 0.98660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144595 29740 174335 130060 1000 13535 144595 164001 -33941 130060 1.00000 1 0 414021 414021 2389440 507731 1881709 1203933 1000482 203451 2499181 Oregon Community Fund Endowment 174335 F Certificate of Deposit 137108 F 311443 Accrued Interest Payable 257056 Other Receivables 118330 375386 TENANT DEPOSITS 6198 UNAPPLIED REBATES 71881 MANAGED RENTALS PAYABLE 149228 227307 Description of Intended Use of Endowment Funds: Part V, Line 4: To be used for the progams of the organization. Description of Uncertain Tax Positions Under FIN 48: Part X: 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, 2007. 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, 2011, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility. GOLF TOURNAMENT 83114 83114 14968 MAYORS UNITED 24773 24773 500 21276 3 418833 418833 2650 526720 526720 500 38894 39394 -39394 1 ENERGY ASSISTANCE: PROVIDES PAYMENT OF ENERGY COSTS FOR LOW INCOME INDIVIDUALS. 19651 2469237 FMV SHELTER ASSISTANCE: PROVIDES SHELTER, ASSISTANCE, AND HOUSING SERVICES. 1185 607142 FMV EMERGENCY ASSISTANCE:PROVIDES EMERGENCY SHELTER, ASSISTANCE, AND HOUSING SERVICES. 267 123346 FMV FOOD ASSISTANCE & FOOD CONTRIBUTIONS: PROVIDES FOOD TO THE HUNGRY. 23494 86578 ESTIMATED VALUE BASED ON PER POUND INDUSTRY VALUE OR AMOUNTS PAID FOR ITEMS. WEATHERIZATION: PROVIDE HOME WEATHERIZATION SERVICES TO LOW INCOME INDIVIDUALS. 757 27716 FMV 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 27202 FAIR VALUE X 351 2171708 $ PER LB FROM F. AMERICA X 302 77338 FAIR VALUE 0 1 0 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, WHEREAS THE SALARIES FOR THE FINANCE DIRECTOR AND DEPUTY DIRECTOR ARE DETERMINED BY THE EXECUTIVE DIRECTOR. IF IT IS DETERMINED THAT WE NEED 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 IS 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Prior period adjustments: -45,296. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ACCESS DEVELOPMENT CORPORATION PO BOX 4666 MEDFORD OR 97501 931140932 TITLE HOLDING CORPORATION FOR ACCESS PROPERTY. OR 501(C)(2) 0 BARNETT TOWNHOMES LIMITED PARTNERSHIP 3630 AVIATION WAY MEDFORD OR 97504 931159818 LOW INCOME HOUSING OR RELATED -56582 714103 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 90 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 BARNETT TOWNHOMES LIMITED PARTNERSHIP D 472710 ACCESS DEVELOPMENT CORPORATION J 108000 BARNETT TOWNHOMES LIMITED PARTNERSHIP K 165116