ACCESS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ACCESS (EIN 93-0665396)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349315077
- Schema version
- 2024v5.5
- 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 B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T17:32:33-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934792291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORREN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 OHARE PARKWAY 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 | 2024-07-01 | 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 | LUCINDA BROPHY | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 5417796691 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA WALLGREN CPA | PreparerPersonNm |
| PTIN | P02339527 | PTIN |
| Phone | 5417736633 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LUCINDA BROPHY | 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 | $53,491,035 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 222 | TotalEmployeeCnt |
| Total Volunteers | 625 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,419,078 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,661,475 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,021,683 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,424,736 | CYProgramServiceRevenueAmt |
| PY Investment Income | $169,134 | PYInvestmentIncomeAmt |
| CY Investment Income | $90,995 | CYInvestmentIncomeAmt |
| PY Other Revenue | $165,218 | PYOtherRevenueAmt |
| CY Other Revenue | $135,230 | CYOtherRevenueAmt |
| PY Total Revenue | $44,775,113 | PYTotalRevenueAmt |
| CY Total Revenue | $53,312,436 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,983,014 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,822,926 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,005,048 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,909,868 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $788,255 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,432,096 | PYOtherExpensesAmt |
| CY Other Expenses | $8,269,728 | CYOtherExpensesAmt |
| PY Total Expenses | $45,420,158 | PYTotalExpensesAmt |
| CY Total Expenses | $55,002,522 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$645,045 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,690,086 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,149,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,740,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,576,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,793,018 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,572,322 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,947,401 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,095,704 | ExpenseAmt |
| Grant | $3,953,662 | GrantAmt |
| Revenue | $1,453,774 | RevenueAmt |
| 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. THESE PROGRAMS ASSIST LOW-INCOME SENIORS, PEOPLE WITH DISABILITIES AND HOUSEHOLDS WITH ENERGY EFFICIENT IMPROVEMENTS NEEDED ON THEIR HOME, WHICH CAN HELP TO CONSERVE ENERGY AND REDUCE ENERGY BILLS. LIHEAP - PROVIDES ENERGY ASSISTANCE TO LOW-INCOME JACKOSN COUNTY RESIDENTS WITH PREFERENCE GIVEN TO SENIORS AND DISABLED INDIVIDUALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,231,947 | ExpenseAmt |
| Grant | $24,759,429 | GrantAmt |
| Desc | SUPPORT SERVICE PROGRAMS: HOME TENANT BASED ASSISTANCE PROGRAM (HTBA) - PROVIDES UP TO TWO YEARS RENTAL SUBSIDY DEPENDING UPON HOUSING NEED IDENTIFIED IN PARTNERSHIP WITH OREGON DEPARTMENT OF HUMAN SERVICES (ODHS) HOUSING AUTHORITY OF JACKSON COUNTY, AND OTHER COMMUNITY PARTNERS. THE MAXIMUM AMOUNT OF HOME FUNDS THAT MAY BE PAID FOR A SECURITY DEPOSIT IS NO GREATER THAN THE EQUIVALENT OF TWO MONTHS' RENT FOR THE UNIT. STATE HOMELESS ASSISTANCE PROGRAM (SHAP) - OFFERS STATE FUNDS TO HELP MEET THE EMERGENCY NEEDS OF UNHOUSED OREGONIANS BY PROVIDING OPERATIONAL SUPPORT FOR EMERGENCY SHELTERS AND SUPPORTIVE SERVICES TO SHELTER RESIDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,619,690 | ExpenseAmt |
| Grant | $6,106,662 | GrantAmt |
| Desc | FOOD PROGRAMS: FOOD SHARE - PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD TO THE HUNGRY IN JACKSON COUNTY. FOOD SHARE SUPPLIES TWENTY-ONE FOOD PANTRIES, OVER 25 SUPPLEMENTAL FOOD PROGRAMS AND RESIDENTIAL FEEDING SITES (I.E. SALVATION ARMY AND DUNN HOUSE) WITH FOOD DONATED THROUGH LOCAL COMMUNITY DONATIONS, OREGON FOOD BANK, AND USDA. FRESH ALLIANCE - FRESH ALLIANCE RECOVERS MILK, PRODUCE, DAIRY AND FROZEN MEAT FROM AREA GROCERY STORES ON OR BEFORE THE PRODUCT PULL DATE. THIS PRODUCT IS TRANSPORTED IN A REFRIGERATED TRUCK, SORTED, REBOXED AND DISTRIBUTED TO PEOPLE IN NEED ACROSS JACKSON COUNTY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $2,355,370 | $3,173 | HOUSING DEVELOPMENT PROGRAM: DEVELOPMENT - ACQUISITION AND NEW CONSTRUCTION OF AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS,FAMILIES, SENIORS, AND PEOPLE WITH DISABILITIES.PROPERTY/ASSET MANAGEMENT - ACCESS HAS AN OWNERSHIP INTEREST IN 108 UNITS OF AFFORDABLE RENTAL HOUSING, LOCATED IN JACKSON COUNTY. OF THIS, 52 UNITS ARE MANAGED BY A THIRD-PARTY MANAGEMENTCOMPANY WHILE THE REMAINING 56 UNITS ARE SELF-MANAGED.HOUSING COUNSELING - PROVIDES PRE-PURCHASE COUNSELING TO PARTICIPANTS ENROLLED IN THE FOLLOWING PROGRAMS: REALIZING THE AMERICAN DREAM (RAD), E-HOME AMERICA, AND A VARIETY OF DOWN-PAYMENT ASSISTANCE PROGRAMS.REALIZING THE AMERICAN DREAM (RAD) - PROVIDES A PRE-PURCHASE EDUCATIONAL PROGRAM DELIVERED VIA INPERSON CLASSROOM SETTING OR VIRTUALLY.E-HOME AMERICA - PROVIDES AN APPROVED ONLINE PRE-PURCHASE EDUCATIONAL COURSE THAT ALLOWS THE PARTICIPANT AN OPPORTUNITY TO COMPLETE THE EDUCATION AT THEIR OWN PACE AND CONVENIENCE.DREAMSAVERS - INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM THAT ENCOURAGES PARTICIPANTS TO BUILD ASSETS AND FINANCIAL INDEPENDENCE THROUGH A MATCHED SAVINGS PROGRAM. PARTICIPANTS CAN SAVE FOR HOME PURCHASE OR HOME REPAIR.DOWN PAYMENT ASSISTANCE PROGRAMS (DPAP) - FINANCIAL SUPPORT TO ASSIST LOW-INCOME, FIRST-TIME HOME PURCHASERS IN COVERING A PORTION OF THE NEEDED DOWN PAYMENT AND CLOSING COST EXPENSES. |
| PROPERTY/ASSET MANAGEMENT - ACCESS HAS AN OWNERSHIP INTEREST IN 108 UNITS OF AFFORDABLE RENTAL HOUSING, LOCATED IN JACKSON COUNTY. OF THIS, 52 UNITS ARE MANAGED BY A THIRD-PARTY MANAGEMENT COMPANY WHILE THE REMAINING 56 UNITS ARE SELF-MANAGED. | ||
| 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,355,370 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,173 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $50,302,711 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 234 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 222 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | 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 | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGNES MAINA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GREGORY PERKINSON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRAD EARL | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENNIE CONRAD | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ZAROZINSKI | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LILIA CABALLERO | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID GRIJALVA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON ANTLEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUCINDA BROPHY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CASSIE ROSE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON ELZY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRIE BORGEN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $217,851 | $0 | $26,747 | ||
| KELLIE L BATTAGLIA | |||||||
| CHIEF ADVACEMENT OFFICER | 40.00 | Yes (X) | $137,329 | $0 | $17,318 | ||
| JOSEPH E VOLLMAR | |||||||
| CHIEF OPERATIONS & HOUSING | 40.00 | Yes (X) | $124,562 | $0 | $30,310 | ||
| MELANIE DOSHIER | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | Yes (X) | $99,572 | $0 | $56,139 | ||
| AGNES MAINA | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $37,464 | $0 | $8,852 | ||
| MARCEE CHAMPION | |||||||
| DIRECTOR OF FOOD PROGRAMS | 40.00 | $106,330 | $0 | $21,343 | Yes (X) | ||
| RAIANN WILSON | |||||||
| CONTROLLER | 40.00 | $131,541 | $0 | $21,561 | Yes (X) | ||
| RON ZAMBRANO | |||||||
| DIRECTOR OF FINANCE | 40.00 | $126,918 | $0 | $41,137 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $981,567 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $223,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CV THE MERRICK AT THE COMMONS LLC | |||||
| 200 N RIVERSIDE AVE | MEDFORD | OR | 97501 | SHELTER SERVICES | $1,825,160 |
| NORTHWEST DEFENSE CONTRACTING | |||||
| PO BOX 191 | ASHLAND | OR | 97520 | SECURITY | $1,636,169 |
| CV THE ROXY LLC | |||||
| 712 NW 19TH AVE | PORTLAND | OR | 97209 | SHELTER SERVICES | $1,432,957 |
| THE JACKSON | |||||
| 518 N RIVERSIDE AVE | MEDFORD | OR | 97501 | SHELTER SERVICES | $845,078 |
| TABLE ROCK DEVELOPMENT LLC | |||||
| 732 NW 19TH AVE | PORTLAND | OR | 97209 | RENTAL ASSISTANCE | $520,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $15,000 | FundraisingAmt |
| Government Grants | $43,441,834 | GovernmentGrantsAmt |
| All Other Contributions | $8,204,641 | AllOtherContributionsAmt |
| Noncash Contributions | $6,942,369 | NoncashContributionsAmt |
| Total Contributions | $51,661,475 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM INCOME | 900099 | $813,473 | $813,473 |
| RENTAL INCOME | 531110 | $611,263 | $611,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,424,736 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,271 | TotalRevenueColumnAmt |
| Exclusion | $89,271 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,724 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,724 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,724 | TotalRevenueColumnAmt |
| Exclusion | $1,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $284,791 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $15,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $178,599 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,192 | TotalRevenueColumnAmt |
| Exclusion | $106,192 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $29,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,038 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,038 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,312,436 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,453,774 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $197,187 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,511,181 | TotalAmt |
| Program Services | $10,511,181 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,311,745 | TotalAmt |
| Program Services | $24,311,745 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,081 | TotalAmt |
| Program Services | $682,565 | ProgramServicesAmt |
| Management And General | $186,250 | ManagementAndGeneralAmt |
| Fundraising | $49,266 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,380,694 | TotalAmt |
| Program Services | $6,230,789 | ProgramServicesAmt |
| Management And General | $1,700,176 | ManagementAndGeneralAmt |
| Fundraising | $449,729 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,455 | TotalAmt |
| Program Services | $140,111 | ProgramServicesAmt |
| Management And General | $38,231 | ManagementAndGeneralAmt |
| Fundraising | $10,113 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,736,025 | TotalAmt |
| Program Services | $1,290,682 | ProgramServicesAmt |
| Management And General | $352,184 | ManagementAndGeneralAmt |
| Fundraising | $93,159 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,613 | TotalAmt |
| Program Services | $510,476 | ProgramServicesAmt |
| Management And General | $139,292 | ManagementAndGeneralAmt |
| Fundraising | $36,845 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,891 | TotalAmt |
| Program Services | $14,600 | ProgramServicesAmt |
| Management And General | $263 | ManagementAndGeneralAmt |
| Fundraising | $28 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,451 | TotalAmt |
| Program Services | $75,940 | ProgramServicesAmt |
| Management And General | $1,366 | ManagementAndGeneralAmt |
| Fundraising | $145 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,935 | TotalAmt |
| Management And General | $2,935 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,465,614 | TotalAmt |
| Program Services | $919,930 | ProgramServicesAmt |
| Management And General | $510,214 | ManagementAndGeneralAmt |
| Fundraising | $35,470 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,893 | TotalAmt |
| Program Services | $53,846 | ProgramServicesAmt |
| Management And General | $11,522 | ManagementAndGeneralAmt |
| Fundraising | $57,525 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,123 | TotalAmt |
| Program Services | $338,017 | ProgramServicesAmt |
| Management And General | $152,154 | ManagementAndGeneralAmt |
| Fundraising | $81,952 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,588,104 | TotalAmt |
| Program Services | $3,004,043 | ProgramServicesAmt |
| Management And General | $535,360 | ManagementAndGeneralAmt |
| Fundraising | $48,701 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,098 | TotalAmt |
| Program Services | $120,686 | ProgramServicesAmt |
| Management And General | $23,335 | ManagementAndGeneralAmt |
| Fundraising | $9,077 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,066 | TotalAmt |
| Program Services | $13,066 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,182 | TotalAmt |
| Program Services | $318,221 | ProgramServicesAmt |
| Management And General | $85,961 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,279 | TotalAmt |
| Program Services | $82,717 | ProgramServicesAmt |
| Management And General | $80,090 | ManagementAndGeneralAmt |
| Fundraising | $1,472 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-CASH GOODS, EQUIPME | $1,476,185 | $1,476,185 | ||
| VEHICLE EXPENSES | $200,402 | $177,967 | $22,435 | |
| MISCELLANEOUS | $86,927 | $12,140 | $52,792 | $21,995 |
| FUNDRAISING | $66,683 | $66,683 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$139,105 | TotalAmt |
| Program Services | $17,804 | ProgramServicesAmt |
| Management And General | $16,996 | ManagementAndGeneralAmt |
| Fundraising | -$173,905 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,002,522 | TotalAmt |
| Program Services | $50,302,711 | ProgramServicesAmt |
| Management And General | $3,911,556 | ManagementAndGeneralAmt |
| Fundraising | $788,255 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,047,878 | BOYAmt |
| EOY | $3,865,856 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,804 | BOYAmt |
| EOY | $145,389 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,436,126 | BOYAmt |
| EOY | $7,086,381 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,032 | BOYAmt |
| EOY | $43,016 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,862 | BOYAmt |
| EOY | $1,281,862 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,008 | BOYAmt |
| EOY | $320,688 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,741 | BOYAmt |
| EOY | $193,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,826,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,701,998 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,689,153 | BOYAmt |
| EOY | $5,124,389 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,466 | BOYAmt |
| EOY | $1,679,377 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,149,070 | BOYAmt |
| EOY | $19,740,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,145 | BOYAmt |
| EOY | $2,160,645 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,395 | BOYAmt |
| EOY | $4,225,003 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,766,208 | BOYAmt |
| EOY | $1,361,296 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $46,074 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,576,748 | BOYAmt |
| EOY | $7,793,018 | 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 | $10,957,211 | BOYAmt |
| EOY | $9,448,049 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,615,111 | BOYAmt |
| EOY | $2,499,352 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,572,322 | BOYAmt |
| EOY | $11,947,401 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,149,070 | BOYAmt |
| EOY | $19,740,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,690,086 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $36,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $28,825 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $29,435,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,472,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,315,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,419,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,661,475 | CurrentTaxYearAmt |
| Total | $209,303,818 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,435,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,472,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,315,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,419,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,661,475 | CurrentTaxYearAmt |
| Total | $209,303,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $209,303,818 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,271 | CurrentTaxYearAmt |
| Total | $401,771 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,038 | CurrentTaxYearAmt |
| Total | $255,499 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $209,961,088 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,176,399 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 115,269. 2021 AMOUNT: $ 50,421. 2022 AMOUNT: $ 9,922. 2023 AMOUNT: $ 50,849. 2024 AMOUNT: $ 29,038. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,570 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,384 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,521 | OtherExpendituresAmt |
| Administrative Expenses | $2,935 | AdministrativeExpensesAmt |
| End Year Balance | $343,498 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $302,895 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,572 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,056 | OtherExpendituresAmt |
| Administrative Expenses | $2,841 | AdministrativeExpensesAmt |
| End Year Balance | $321,570 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,589 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,399 | OtherExpendituresAmt |
| Administrative Expenses | $2,779 | AdministrativeExpensesAmt |
| End Year Balance | $302,895 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $325,227 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$14,291 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,712 | OtherExpendituresAmt |
| Administrative Expenses | $2,635 | AdministrativeExpensesAmt |
| End Year Balance | $297,589 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $246,245 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $92,045 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,460 | OtherExpendituresAmt |
| Administrative Expenses | $2,603 | AdministrativeExpensesAmt |
| End Year Balance | $325,227 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
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 | $4,961,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,007,413 | DepreciationAmt |
| Book Value | $2,953,638 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,443,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,694,585 | DepreciationAmt |
| Book Value | $748,859 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,124,389 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST RECEIVABLE | $36,820 |
| BENEFICIAL INTEREST IN TRUST | $113,667 |
| BEQUESTS RECEIVABLE | $32,917 |
| RIGHT-OF-USE ASSETS | $1,152,475 |
| ENDOWMENT - OCF | $343,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,679,377 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| Amt | $46,074 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,074 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE RESTRICTED TO SUPPORT THE GENERAL OPERATIONS OF ACCESS FOOD PROGRAMS AS NEEDED. |
| PART X, LINE 2: | 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, 2025, THERE WERE NO UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $86,534 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $86,534 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,400 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $52,535 | OtherDirectExpensesEvent1Amt |
| Event2 | MAYORS UNITED | Event2Nm |
| Gross Receipts Event2 | $118,980 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $108,980 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $69,662 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $94,277 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $5,000 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $89,277 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,444 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $43,558 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $299,791 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $15,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $284,791 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,844 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $165,755 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $178,599 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $106,192 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HEARTS WITH A MISSION | |||||||
| 521 EDWARDS STREET | MEDFORD | OR | 97504 | 208678122 | $39,083 | $0 | SHELTERING |
| UNITED COMMUNITY ACTION NETWORK | |||||||
| 280 KENNETH FORD DR | ROSEBURG | OR | 97470 | 930587136 | $1,541,133 | $0 | SUPPORT FOR VETERANS & FAMILIES |
| OREGON COAST COMMUNITY ACTION | |||||||
| PO BOX 899 | COOS BAY | OR | 97420 | 930547036 | $764,779 | $0 | SUPPORT FOR VETERANS & FAMILIES |
| ROGUE RETREAT | |||||||
| 711 E MAIN STREET 25 | MEDFORD | OR | 97504 | 931261998 | $3,560,429 | $0 | SHELTERING AND RENT |
| MASLOW PROJECT | |||||||
| 500 MONROE ST | MEDFORD | OR | 97501 | 270734969 | $316,850 | $0 | SUPPORT FOR SHELTERING & OUTREACH |
| OPTIONS FOR HELPING RESIDENTS | |||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | 611693223 | $3,119,300 | $0 | SHELTERING AND RENT |
| UNETE CENTER FOR FARM WORKER | |||||||
| 27 N IVY ST | MEDFORD | OR | 97501 | 261810916 | $258,326 | $0 | SHELTERING |
| COMMUNITY WORKS | |||||||
| 2594 E BARNETT ROAD C | MEDFORD | OR | 97504 | 930633804 | $382,097 | $0 | SHELTERING |
| ONTRACK INC | |||||||
| 300 W MAIN STREET | MEDFORD | OR | 97501 | 237088811 | $28,212 | $0 | SHELTERING AND RENT |
| GOLDEN RULE | |||||||
| 221 W MAIN ST 1ST FLOOR | MEDFORD | OR | 97501 | 844869731 | $26,120 | $0 | SHELTERING |
| RESOLVE | |||||||
| 201 W MAIN ST STE 3A | MEDFORD | OR | 97501 | 931040395 | $56,450 | $0 | SHELTERING |
| SALVATION ARMY | |||||||
| 304 BEATTY ST | MEDFORD | OR | 97501 | 941156347 | $232,236 | $0 | SHELTERING |
| THE ARC OF JACKSON COUNTY | |||||||
| 311 S HOLLY ST | MEDFORD | OR | 97501 | 237071985 | $156,266 | $0 | SHELTERING |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| ENERGY ASSISTANCE & WEATHERIZATION | 7540 | $4,176,367 | FMV | ||
| SHELTER ASSISTANCE | 9235 | $10,005,321 | FMV | ||
| EMERGENCY ASSISTANCE | 8729 | $3,999,423 | FMV | ||
| FOOD ASSISTANCE & FOOD CONTRIBUTION | 67447 | EST VALUE, INDUSTRY-BASED | $6,130,634 | COMMODITIES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV- 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) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARRIE BORGEN | ||||||||||||||
| EXECUTIVE DIRECTOR | $207,851 | $0 | $10,000 | $0 | $0 | $0 | $10,627 | $0 | $16,120 | $0 | $244,598 | $0 | $0 | $0 |
| RON ZAMBRANO | ||||||||||||||
| DIRECTOR OF FINANCE | $126,918 | $0 | $0 | $0 | $0 | $0 | $7,141 | $0 | $33,996 | $0 | $168,055 | $0 | $0 | $0 |
| MELANIE DOSHIER | ||||||||||||||
| CHIEF PROGRAM OFFICER | $99,572 | $0 | $0 | $0 | $0 | $0 | $6,375 | $0 | $49,764 | $0 | $155,711 | $0 | $0 | $0 |
| JOSEPH E VOLLMAR | ||||||||||||||
| CHIEF OPERATIONS & HOUSING | $124,562 | $0 | $0 | $0 | $0 | $0 | $9,020 | $0 | $21,290 | $0 | $154,872 | $0 | $0 | $0 |
| KELLIE L BATTAGLIA | ||||||||||||||
| CHIEF ADVACEMENT OFFICER | $137,329 | $0 | $0 | $0 | $0 | $0 | $2,773 | $0 | $14,545 | $0 | $154,647 | $0 | $0 | $0 |
| RAIANN WILSON | ||||||||||||||
| CONTROLLER | $131,541 | $0 | $0 | $0 | $0 | $0 | $5,870 | $0 | $15,691 | $0 | $153,102 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1517 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,520,951 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FEEDING AMERICA VALUE | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 155 | ContributionCnt |
| Noncash Contributions Rpt F990 | $54,779 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 239 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,366,639 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - 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 DIRECTOR'S 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, OREGON 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, OREGON. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTERESTS IN NET ASSETS 28,825. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 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 - SINGLE-FAMILY LLC | |||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | 811614225 | REGISTERED OWNER OF HOUSING PROJECT | OR | $3,600 | $298,682 | ACCESS |
| ACCESS - MULTI-FAMILY LLC | |||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | 811768280 | REGISTERED OWNER OF HOUSING PROJECT | OR | $243,340 | $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 | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONIFER GARDENS LIMITED PARTNERSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 AVIATION WAY | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870788497 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS CONIFER GARDE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | $3,151 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,962,406 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 1.00000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $210,330 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |