2026-05-15T17:32:33-05:00 2025-06-30 934792291 SORREN INC 841 OHARE PARKWAY STE 200 MEDFORD OR 97504 990 2024-07-01 930665396 ACCESS ACCE 5417796691 PO BOX 4666 MEDFORD OR 97501 LUCINDA BROPHY BOARD CHAIR 5417796691 2026-05-15 1 0 JESSICA WALLGREN CPA P02339527 5417736633 2026-05-15 2024 2025-03-06 01:10:19Z LUCINDA BROPHY PO BOX 4666 MEDFORD OR 97501 53491035 0 X WWW.ACCESSHELPS.ORG X 1976 OR TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. 10 10 222 625 0 0 43419078 51661475 1021683 1424736 169134 90995 165218 135230 44775113 53312436 18983014 34822926 0 0 10005048 11909868 0 0 788255 16432096 8269728 45420158 55002522 -645045 -1690086 18149070 19740419 4576748 7793018 13572322 11947401 X TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES. 0 0 5095704 3953662 1453774 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. 35231947 24759429 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. 7619690 6106662 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. 2355370 3173 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. 2355370 3173 50302711 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 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 234 0 1 222 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X X AGNES MAINA 5417796691 PO BOX 4666 MEDFORD OR 97501 GREGORY PERKINSON TREASURER 2.00 X X 0 0 0 BRAD EARL BOARD CHAIR 2.00 X X 0 0 0 DENNIE CONRAD VICE CHAIR 2.00 X X 0 0 0 MICHAEL ZAROZINSKI BOARD MEMBER 2.00 X 0 0 0 LILIA CABALLERO SECRETARY 2.00 X X 0 0 0 DAVID GRIJALVA BOARD MEMBER 2.00 X 0 0 0 JASON ANTLEY BOARD MEMBER 2.00 X 0 0 0 LUCINDA BROPHY BOARD MEMBER 2.00 X X 0 0 0 CASSIE ROSE BOARD MEMBER 2.00 X 0 0 0 JASON ELZY BOARD MEMBER 2.00 X 0 0 0 CARRIE BORGEN EXECUTIVE DIRECTOR 40.00 X 217851 0 26747 KELLIE L BATTAGLIA CHIEF ADVACEMENT OFFICER 40.00 X 137329 0 17318 JOSEPH E VOLLMAR CHIEF OPERATIONS & HOUSING 40.00 X 124562 0 30310 MELANIE DOSHIER CHIEF PROGRAM OFFICER 40.00 X 99572 0 56139 AGNES MAINA CHIEF FINANCIAL OFFICER 40.00 X 37464 0 8852 MARCEE CHAMPION DIRECTOR OF FOOD PROGRAMS 40.00 X 106330 0 21343 RAIANN WILSON CONTROLLER 40.00 X 131541 0 21561 RON ZAMBRANO DIRECTOR OF FINANCE 40.00 X 126918 0 41137 981567 0 223407 6 0 1 0 CV THE MERRICK AT THE COMMONS LLC 200 N RIVERSIDE AVE MEDFORD OR 97501 SHELTER SERVICES 1825160 NORTHWEST DEFENSE CONTRACTING PO BOX 191 ASHLAND OR 97520 SECURITY 1636169 CV THE ROXY LLC 712 NW 19TH AVE PORTLAND OR 97209 SHELTER SERVICES 1432957 THE JACKSON 518 N RIVERSIDE AVE MEDFORD OR 97501 SHELTER SERVICES 845078 TABLE ROCK DEVELOPMENT LLC 732 NW 19TH AVE PORTLAND OR 97209 RENTAL ASSISTANCE 520565 14 15000 43441834 8204641 6942369 51661475 PROGRAM INCOME 900099 813473 813473 RENTAL INCOME 531110 611263 611263 1424736 89271 89271 1724 0 1724 1724 1724 284791 15000 178599 106192 106192 MISCELLANEOUS 900099 29038 29038 29038 53312436 1453774 0 197187 10511181 10511181 24311745 24311745 918081 682565 186250 49266 8380694 6230789 1700176 449729 188455 140111 38231 10113 1736025 1290682 352184 93159 686613 510476 139292 36845 14891 14600 263 28 77451 75940 1366 145 2935 2935 1465614 919930 510214 35470 122893 53846 11522 57525 572123 338017 152154 81952 3588104 3004043 535360 48701 153098 120686 23335 9077 13066 13066 404182 318221 85961 164279 82717 80090 1472 NON-CASH GOODS, EQUIPME 1476185 1476185 VEHICLE EXPENSES 200402 177967 22435 MISCELLANEOUS 86927 12140 52792 21995 FUNDRAISING 66683 66683 -139105 17804 16996 -173905 55002522 50302711 3911556 788255 3047878 3865856 144804 145389 5436126 7086381 63032 43016 1281862 1281862 418008 320688 168741 193461 8826387 3701998 6689153 5124389 899466 1679377 18149070 19740419 2593145 2160645 217395 4225003 1766208 1361296 0 46074 4576748 7793018 X 10957211 9448049 2615111 2499352 13572322 11947401 18149070 19740419 X -1690086 36340 28825 X X 0 1 X 1 1 1 X 29435441 39472768 45315056 43419078 51661475 209303818 29435441 39472768 45315056 43419078 51661475 209303818 209303818 46223 17019 80124 169134 89271 401771 115269 50421 9922 50849 29038 255499 209961088 4176399 0.99690 0.97060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 115,269. 2021 AMOUNT: $ 50,421. 2022 AMOUNT: $ 9,922. 2023 AMOUNT: $ 50,849. 2024 AMOUNT: $ 29,038. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 321570 37384 12521 2935 343498 302895 33572 12056 2841 321570 297589 19484 11399 2779 302895 325227 -14291 10712 2635 297589 246245 92045 10460 2603 325227 1.00000 1 0 1421892 1421892 4961051 2007413 2953638 2443444 1694585 748859 5124389 ACCRUED INTEREST RECEIVABLE 36820 BENEFICIAL INTEREST IN TRUST 113667 BEQUESTS RECEIVABLE 32917 RIGHT-OF-USE ASSETS 1152475 ENDOWMENT - OCF 343498 1679377 TENANT DEPOSITS 46074 46074 X 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. GOLF TOURNAMENT 86534 86534 11400 52535 MAYORS UNITED 118980 10000 108980 69662 2 94277 5000 89277 1444 43558 299791 15000 284791 12844 165755 178599 106192 1 HEARTS WITH A MISSION 521 EDWARDS STREET MEDFORD OR 97504 208678122 39083 0 SHELTERING UNITED COMMUNITY ACTION NETWORK 280 KENNETH FORD DR ROSEBURG OR 97470 930587136 1541133 0 SUPPORT FOR VETERANS & FAMILIES OREGON COAST COMMUNITY ACTION PO BOX 899 COOS BAY OR 97420 930547036 764779 0 SUPPORT FOR VETERANS & FAMILIES ROGUE RETREAT 711 E MAIN STREET 25 MEDFORD OR 97504 931261998 3560429 0 SHELTERING AND RENT MASLOW PROJECT 500 MONROE ST MEDFORD OR 97501 270734969 316850 0 SUPPORT FOR SHELTERING & OUTREACH OPTIONS FOR HELPING RESIDENTS PO BOX 1133 ASHLAND OR 97520 611693223 3119300 0 SHELTERING AND RENT UNETE CENTER FOR FARM WORKER 27 N IVY ST MEDFORD OR 97501 261810916 258326 0 SHELTERING COMMUNITY WORKS 2594 E BARNETT ROAD C MEDFORD OR 97504 930633804 382097 0 SHELTERING ONTRACK INC 300 W MAIN STREET MEDFORD OR 97501 237088811 28212 0 SHELTERING AND RENT GOLDEN RULE 221 W MAIN ST 1ST FLOOR MEDFORD OR 97501 844869731 26120 0 SHELTERING RESOLVE 201 W MAIN ST STE 3A MEDFORD OR 97501 931040395 56450 0 SHELTERING SALVATION ARMY 304 BEATTY ST MEDFORD OR 97501 941156347 232236 0 SHELTERING THE ARC OF JACKSON COUNTY 311 S HOLLY ST MEDFORD OR 97501 237071985 156266 0 SHELTERING ENERGY ASSISTANCE & WEATHERIZATION 7540 4176367 FMV SHELTER ASSISTANCE 9235 10005321 FMV EMERGENCY ASSISTANCE 8729 3999423 FMV FOOD ASSISTANCE & FOOD CONTRIBUTION 67447 6130634 EST VALUE, INDUSTRY-BASED COMMODITIES PART IV- 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. X X X X X 0 0 0 0 0 0 0 0 0 CARRIE BORGEN EXECUTIVE DIRECTOR 207851 0 10000 0 0 0 10627 0 16120 0 244598 0 0 0 RON ZAMBRANO DIRECTOR OF FINANCE 126918 0 0 0 0 0 7141 0 33996 0 168055 0 0 0 MELANIE DOSHIER CHIEF PROGRAM OFFICER 99572 0 0 0 0 0 6375 0 49764 0 155711 0 0 0 JOSEPH E VOLLMAR CHIEF OPERATIONS & HOUSING 124562 0 0 0 0 0 9020 0 21290 0 154872 0 0 0 KELLIE L BATTAGLIA CHIEF ADVACEMENT OFFICER 137329 0 0 0 0 0 2773 0 14545 0 154647 0 0 0 RAIANN WILSON CONTROLLER 131541 0 0 0 0 0 5870 0 15691 0 153102 0 0 0 X 1517 5520951 FEEDING AMERICA VALUE X 155 54779 FMV X MISCELLANEOUS 239 1366639 FMV 0 0 0 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. ACCESS - SINGLE-FAMILY LLC PO BOX 4666 MEDFORD OR 97501 811614225 REGISTERED OWNER OF HOUSING PROJECT OR 3600 298682 ACCESS ACCESS - MULTI-FAMILY LLC PO BOX 4666 MEDFORD OR 97501 811768280 REGISTERED OWNER OF HOUSING PROJECT OR 243340 1534395 ACCESS ACCESS DEVELOPMENT CORPORATION PO BOX 4666 MEDFORD OR 97501 931140932 TITLE HOLDING CORP. FOR ACCESS PROPERTY OR 501(C)(2) ACCESS 0 CONIFER GARDENS LIMITED PARTNERSHIP 3630 AVIATION WAY MEDFORD OR 97504 870788497 LOW INCOME HOUSING OR ACCESS CONIFER GARDE 3151 2962406 0 1 1.00000 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 ACCESS DEVELOPMENT CORPORATION K 210330 FMV