Civic Intelligence

Access to Opportunity Inc

EIN 81-0790861 • Lake Oswego, OR

Pub. 78 Eligible990-N CoverageNTEE B90

Profile

Partnering across a broad spectrum of programs, working alongside grassroots leaders who bring deep community credibility and have capacity to grow, adapt, and deepen their impact. Together, we work to scale their community-driven solutions.

2485 Marylshire LaneLake Oswego, OR 97034

www.accesstoopportunity.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$470,801

No earlier filing loaded for comparison.

Liabilities

$578

No earlier filing loaded for comparison.

Net Assets

$470,223

No earlier filing loaded for comparison.

Operations

Revenue

$572,621

No earlier filing loaded for comparison.

Expenses

$189,844

No earlier filing loaded for comparison.

Net Income

$382,777

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2025: $470,801Liabilities 2025: $578Net Assets 2025: $470,2232025

Highlighted filing

2025

Assets$470,801
Liabilities$578
Net Assets$470,223

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2025: $572,621Expenses 2025: $189,844Net Income 2025: $382,7772025

Highlighted filing

2025

Revenue$572,621
Expenses$189,844
Net Income$382,777

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.71$0.01$4.70$5.73$1.90$3.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jun 12, 2026
Return Version
2025v4.0
Gross Receipts
$572,621
Mission and Program Overview

Mission

Partnering across a broad spectrum of programs, working alongside grassroots leaders who bring deep community credibility and have capacity to grow, adapt, and deepen their impact. Together, we work to scale their community-driven solutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$42,681$433,490▲ $390,809
Accounts Receivable$27,800$33,800▲ $6,000
Cash and Non-Interest-Bearing Accounts$5,234$3,511▼ $1,723
Total Assets$75,715$470,801▲ $395,086
Liabilities
Other Liabilities$575$578▲ $3
Total Liabilities$575$578▲ $3
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$75,140$470,223▲ $395,083
Total Net Assets Fund Balance$75,140$470,223▲ $395,083
Total Liabilities and Net Assets / Fund Balance$75,715$470,801▲ $395,086
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ron HerringPresident
Alan BazazzDirector
Marcy SchwartzSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$568,595
Program Service Revenue
$0
Investment Income
$4,026
Other Revenue
$0
All Other Contributions
$568,595
Change in Net Assets
$382,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,313
Salaries, Compensation, and Employee Benefits$55,768
Grants and Similar Amounts Paid$52,763
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,717$5,033-$45,750
Grants to Domestic Individuals$35,513--$35,513
Fees for Services Other$28,156$3,480-$31,636
Grants to Domestic Orgs$17,250--$17,250
Occupancy$9,790$1,210-$11,000
Other Employee Benefits$5,128$634-$5,762
Payroll Taxes$3,788$468-$4,256
Conferences and Meetings$3,354--$3,354
Travel$1,593--$1,593
Insurance$1,042--$1,042
Office Expenses$884--$884
Other Expenses$89$11-$100
Total Functional Expenses$175,521$14,323$0$189,844
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
WecoPortland, OR501c3Program Development$6,000
Elevate HimPortland, OR501c3Operating Costs$5,900
Lake Oswego Rotary FoundationLake Oswego, OR501c3Operations Support$5,350
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$578
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Access to Opportunity Inc
EIN
81-0790861
Phone
9715065242
Address
2485 MARYLSHIRE LANE, LAKE OSWEGO, OR 97034

Signing Officer

Name
Ron Herring
Title
President
Phone
9715065242
Signed
2026-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Herring
Formed
2015
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
2
Volunteers
3

Preparer

Firm
Dougall Conradie LLC
Address
9400 SW BARNES RD 309, PORTLAND, OR 97225-6658
Preparer
Geoffrey T Dougall CPA
Phone
9712499920
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Partnering across a broad spectrum of programs, working alongside grassroots leaders who bring deep community credibility and have capacity to grow, adapt, and deepen their impact. Together, we work to scale their community-driven solutions.

Form 990, Part IX, Line 11G

Outside contract services 28,156 3,480 0

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE PROVIDED TO 501(C)3 ORGANIZATIONS. TO QUALIFY, THE ORGANIZATIONS MUST BE UTILIZING THE COLLABORATIVE SERVICES OF ATO AND/OR BE IMPLEMENTING PROGRAMS THAT ALIGN WITH THE MISSION AND METHODS OF ATO. THE USE OF FUNDS FOR THE ORGANIZATIONS IS CHARACTERIZED PRIOR TO FUNDING, AND THE ORGANIZATIONS REPORT TO ATO ON THE USE OF FUNDS AND THE IMPACT OF THE FUNDS ON A FREQUENT BASIS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARTNERING ACROSS A BROAD SPECTRUM OF PROGRAMS, WORKING ALONGSIDE GRASSROOTS LEADERS WHO BRING DEEP COMMUNITY CREDIBILITY AND HAVE CAPACITY TO GROW, ADAPT, AND DEEPEN THEIR IMPACT. TOGETHER, WE WORK TO SCALE THEIR COMMUNITY-DRIVEN SOLUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE CONTRACT SERVICES 28,156 3,480 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RON HERRING
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-06-12
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGALL CONRADIE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09400 SW BARNES RD 309
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY T DOUGALL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-06-13T14:16:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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