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990 • Fiscal year 2016 • EIN 93-0665396

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

PO Box 4666Medford, OR 97501

(541) 779-6691

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.15x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.09x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

65th percentile

7.2%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

26%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$9,355,316

Up $1,581,856 (+20%) from 2015

Net Assets

Up

$7,936,042

Up $1,078,777 (+16%) from 2015

Liabilities

Up

$1,419,274

Up $503,079 (+55%) from 2015

Revenue

Up

$15,051,572

Up $3,127,998 (+26%) from 2015

Expenses

Up

$13,972,795

Up $2,147,836 (+18%) from 2015

Net Income

Up

$1,078,777

Up $980,162 (+994%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $6,096,787Liabilities 2010: $1,013,965Net Assets 2010: $5,082,8222010Assets 2011: $6,090,435Liabilities 2011: $1,140,846Net Assets 2011: $4,949,5892011Assets 2012: $5,787,253Liabilities 2012: $800,569Net Assets 2012: $4,986,6842012Assets 2013: $7,696,107Liabilities 2013: $1,107,191Net Assets 2013: $6,588,9162013Assets 2014: $7,531,574Liabilities 2014: $772,924Net Assets 2014: $6,758,6502014Assets 2015: $7,773,460Liabilities 2015: $916,195Net Assets 2015: $6,857,2652015Assets 2016: $9,355,316Liabilities 2016: $1,419,274Net Assets 2016: $7,936,0422016Assets 2017: $9,144,685Liabilities 2017: $1,205,400Net Assets 2017: $7,939,2852017Assets 2018: $9,028,382Liabilities 2018: $1,068,380Net Assets 2018: $7,960,0022018Assets 2019: $9,503,298Liabilities 2019: $1,225,608Net Assets 2019: $8,277,6902019Assets 2020: $11,798,757Liabilities 2020: $1,866,441Net Assets 2020: $9,932,3162020Assets 2021: $13,141,318Liabilities 2021: $2,923,911Net Assets 2021: $10,217,4072021Assets 2022: $15,501,962Liabilities 2022: $2,466,998Net Assets 2022: $13,034,9642022Assets 2023: $19,971,498Liabilities 2023: $5,779,714Net Assets 2023: $14,191,7842023Assets 2024: $18,149,070Liabilities 2024: $4,576,748Net Assets 2024: $13,572,3222024

Highlighted filing

2016

Assets$9,355,316
Liabilities$1,419,274
Net Assets$7,936,042

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $11,628,7432010Expenses 2011: $12,551,6812011Revenue 2012: $10,511,537Expenses 2012: $10,544,372Net Income 2012: -$32,8352012Expenses 2013: $10,353,4822013Revenue 2014: $11,355,492Expenses 2014: $10,880,368Net Income 2014: $475,1242014Revenue 2015: $11,923,574Expenses 2015: $11,824,959Net Income 2015: $98,6152015Revenue 2016: $15,051,572Expenses 2016: $13,972,795Net Income 2016: $1,078,7772016Revenue 2017: $16,081,124Expenses 2017: $16,162,588Net Income 2017: -$81,4642017Revenue 2018: $16,090,421Expenses 2018: $15,973,829Net Income 2018: $116,5922018Revenue 2019: $17,931,943Expenses 2019: $17,805,011Net Income 2019: $126,9322019Revenue 2020: $20,564,007Expenses 2020: $19,093,618Net Income 2020: $1,470,3892020Revenue 2021: $33,189,000Expenses 2021: $30,264,432Net Income 2021: $2,924,5682021Revenue 2022: $40,079,698Expenses 2022: $39,234,713Net Income 2022: $844,9852022Revenue 2023: $46,295,285Expenses 2023: $45,130,403Net Income 2023: $1,164,8822023Revenue 2024: $44,775,113Expenses 2024: $45,420,158Net Income 2024: -$645,0452024

Highlighted filing

2016

Revenue$15,051,572
Expenses$13,972,795
Net Income$1,078,777
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$15,081,975
Mission and Program Overview

Mission

To provide assistance to low-income individuals and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,195,062$4,742,800▲ $1,547,738
Other Notes and Loans Receivable, Net$1,748,023$1,752,428▲ $4,405
Pledges and Grants Receivable$949,553$1,160,001▲ $210,448
Cash and Non-Interest-Bearing Accounts$1,298,140$1,081,988▼ $216,152
Savings and Temporary Cash Investments-$229,850-
Investments Other Securities$228,731$0▼ $228,731
Prepaid Expenses and Deferred Charges$10,768$11,945▲ $1,177
Accounts Receivable$14,196$2,576▼ $11,620
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,773,460$9,355,316▲ $1,581,856
Other Assets Total$328,987$373,728▲ $44,741
Liabilities
Accounts Payable and Accrued Expenses$602,279$794,735▲ $192,456
Mortgage Notes Payable Secured by Investment Property$313,916$624,539▲ $310,623
Total Liabilities$916,195$1,419,274▲ $503,079
Net Assets / Fund Balance
Unrestricted Net Assets$4,911,488$4,689,766▼ $221,722
Temporarily Rstr Net Assets$1,733,404$3,041,208▲ $1,307,804
Permanently Rstr Net Assets$212,373$205,068▼ $7,305
Total Net Assets Fund Balance$6,857,265$7,936,042▲ $1,078,777
Total Liabilities and Net Assets / Fund Balance$7,773,460$9,355,316▲ $1,581,856

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,090,799$880,185$3,970,984
Land$1,421,892-$1,421,892
Equipment$230,109$973,436$1,203,545

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$212,373-▼ $6,281-$205,068
2014$212,753-▼ $380-$212,373
2013$183,740-▲ $29,013-$212,753
2012$167,296-▲ $16,444-$183,740
2011$174,335-▼ $7,039-$167,296
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jackie SchadExecutive DirectorFT$68,854$3,765$72,619
Carlea LangstonInt Director FinanceFT$62,518$6,197$68,715
Greg KoziaraFin. DirectorFT$15,891$3,610$19,501

Board Members and Trustees

NameTitle
Cathie DavisChair
Julie BrownChair Elect
John WattPast Chair
Tim AlfordVice Chair
Daniel BunnDirector
Dennis RichardsonDirector
Grady SingletaryDirector
Hank WilliamsDirector
Isis ContrerasDirector
John BondDirector
Jonathan BildenDirector
Jr WheelerDirector
Tim JohnsonDirector
Eric FosterSec/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Southern Oregon InsulationWeatherization1473 JENNIFER WAY, Grants Pass, OR 97526$439,919
Express Employment ProfessionalsTemp EmployeesPO BOX 4427, Portland, OR 97208$414,848
All Phase Weatherization & ConstructionWeatherizationPO BOX 966, Eagle Point, OR 97524$273,769
Sunlok INCWeatherizationPO BOX 3958, Central Point, OR 97502$114,341
Revenue and Support

Revenue Composition

Contributions and Grants
$14,248,528
Program Service Revenue
$604,780
Investment Income
$64,270
Other Revenue
$133,994
All Other Contributions
$6,544,847
Change in Net Assets
$1,078,777

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory2$2,299,176$ PER LB
Real Estate Residential-$1,192,513Fair Value
Drugs and Medical Supplies-$153,709Fair Value
Clothing and Household Goods-$96,925Fair Value
Cars and Other Vehicles-$10,000Fair Value
Total Noncash Contributions2$3,752,323-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,054,724
Other Expenses$4,177,191
Salaries, Compensation, and Employee Benefits$2,740,880
Total Fundraising Expense$390,410
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,572,493--$5,572,493
Fees for Services Other$2,319,117$47,470$12,050$2,378,637
Other Salaries and Wages$1,447,962$401,614$130,113$1,979,689
Grants to Domestic Orgs$1,482,231--$1,482,231
Occupancy$423,016$30,922$23,977$477,915
Other Employee Benefits$255,761$70,939$22,983$349,683
Office Expenses$113,584$33,771$100,516$247,871
Payroll Taxes$135,249$37,513$12,153$184,915
Travel$170,081$1,530$304$171,915
Advertising$117,979$9,014$27,493$154,486
Current Officers, Directors, Trustees, and Key Employees$107,709$29,875$9,679$147,263
Depreciation Depletion$103,851$34,332-$138,183
Pension Plan Contributions$58,023$16,093$5,214$79,330
Fees for Service Investment Mgmnt Fees$30,820$39,477$196$70,493
Insurance$26,742$14,606$1,441$42,789
Fees for Services Accounting$17,434$22,330$111$39,875
Fees for Services Legal$11,586$14,840$74$26,500
Other Expenses$7,435$5,743$6,981$20,159
Interest$12,470$5,067-$17,537
Total Functional Expenses$12,731,094$851,291$390,410$13,972,795
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rogue Valley Veterans CommunMedford, OR-Housing Homeless Veterans$723,578
United Community Action NetwoRoseburg, OR-Housing Assistance for Homeless Vet$406,502
Oregon Coast Community ActionCoos Bay, OR-Housing Assistance for Homeless Vet$207,151
Hearts With a MissionMedford, OR-Support for Youth Residential Pgm$125,000
Rogue RetreatMedford, OR-Support for Homeless Construction$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$27,500
Fundraising Direct Expenses$22,093
Gaming Direct Expenses$8,310
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mayors United$78,525-$14,250-
Golf Tournament$62,374-$5,458-
Total Events$157,751-$22,093$-22,093
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The organizations 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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All employees and board members are provided with the organizations 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, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The executive directors salary is determined by the executive committee of the board of directors, whereas the salary for the finance director is determined by the executive director based upon market compensation as described below. If it is determined that the organization needs to hire outside of the salary ranges established, approval is required from the board of directors. These processes are done in collaboration with the human resources director. Salary ranges are in place for all of these positions and are updated annually. Individual positions are market priced at least every two years using the following surveys: the mbl group, oregon labor market information system, and americas career infonet. Actions to determine compensation are documented through the use of an excel spreadsheet.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

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, Line 19: Other Organization Documents Publicly Available

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.

Filing and Contact Details

Filer

Filer Name
Access
EIN
93-0665396
Phone
5417796691
Address
PO BOX 4666, MEDFORD, OR 97501

Signing Officer

Name
Cathie Davis
Title
Chair
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathie Davis
Formed
1976
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
70
Volunteers
1,281

Preparer

Firm
KDP Certified Public Accountants LLP
Address
640 SUPERIOR CT, MEDFORD, OR 97504-6181
Preparer
Robert W Hague CPA
Phone
5417736633
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: HOUSING DEVELOPMENT PROGRAM: DEVELOPMENT - THE ACQUISITION AND NEW CONSTRUCTION OF AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS, FAMILIES, VETERANS, SENIORS AND PEOPLE WITH DISABILITIES. OTHER PROGRAM SERVICES 5: Property/Asset Management - ACCESS has an ownership interest in 167 units of affordable rental housing, located in Jackson County. Of this, 134 units are managed by two third-party management companies while the remaining 33 units are self-managed. In addition to the self-managed units, ACCESS manages another 24 units of housing owned by Ashland Community Land Trust and the Southern Oregon Lions Sight & Hearing Center. OTHER PROGRAM SERVICES 6: 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. OTHER PROGRAM SERVICES 7: COMMUNITY SERVICES BLOCK GRANT (CSBG):Medical Equipment Loan Program - Provides medical equipment on loan to senior citizens or disabled persons. There is no charge for the use of this equipment and, it may be used as long as there is a need for it. Hospital beds, walkers, crutches, and wheelchairs are examples of equipment available.Information and Referral - Provides information via the telephone to persons seeking assistance. Current information regarding programs offered by ACCESS is provided. Information regarding programs offered by other human services agencies in Jackson County is also available.Community Planning - Provides for assessment of community wide needs in order to provide more effective services and programs. Also coordinates Jackson Countys Continuum of Care.Program Support - Provides additional funding to support administrative and program costs of other programs. OTHER PROGRAM SERVICES 8: OTHER PROGRAMS: OLSRUD FAMILY NUTRITION CENTER: Operation of a community nutrition center used to provide a meeting facility with catering options to other agencies in the community.

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

The process has not changed from the prior year.

Financial Statement Notes

Part X : FIN48 Footnote

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, 2012. 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, 2016, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility.

Raw XML AppendixShowing 400 of 895 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0NUTRITION PROGRAMS:Food Share - Provides emergency and supplemental food to the hungry in Jackson County. Food Share supplies twenty-four food pantries, over 20 supplemental food programs and over 10 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.Commodity Supplemental Food Program (CSFP) - A federal commodity program targeting income qualifying seniors over the age of 60. Commodity food boxes are provided monthly to qualifying clients.ACCESS Food Share Gardens - Seven large community gardens, run by volunteers growing healthy produce for ACCESS food pantries and agencies.Plant-a-Row - Local gardeners grow extra rows of healthy produce and donate to ACCESS food pantries and agencies.Cooking Skills Education Program - Inspires and educates community members to eat more fresh, local fruits, vegetables and whole foods with the assistance of a group of trained volunteers.Healthy Corner Store Initiative - A collaborative project of Jackson County Public Health Department, OSU Extension, and ACCESS to make healthy foods more accessible through neighborhood markets in our communitys food deserts.
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt15FIN. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16INT DIR FINANCE
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IRS990/OtherExpensesGrp/FundraisingAmt2351
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35743
IRS990/OtherExpensesGrp/ProgramServicesAmt0210576
IRS990/OtherExpensesGrp/ProgramServicesAmt150099
IRS990/OtherExpensesGrp/ProgramServicesAmt256876
IRS990/OtherExpensesGrp/ProgramServicesAmt37435

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.1$4.58$13.6$44.8$45.4$0.65
2023Detailed filing. Detailed filing data is available for this year.$20.0$5.78$14.2$46.3$45.1$1.16
2022Detailed filing. Detailed filing data is available for this year.$15.5$2.47$13.0$40.1$39.2$0.84
2021Detailed filing. Detailed filing data is available for this year.$13.1$2.92$10.2$33.2$30.3$2.92
2020Detailed filing. Detailed filing data is available for this year.$11.8$1.87$9.93$20.6$19.1$1.47
2019Detailed filing. Detailed filing data is available for this year.$9.50$1.23$8.28$17.9$17.8$0.13
2018Detailed filing. Detailed filing data is available for this year.$9.03$1.07$7.96$16.1$16.0$0.12
2017Detailed filing. Detailed filing data is available for this year.$9.14$1.21$7.94$16.1$16.2$0.08
2016Detailed filing. Detailed filing data is available for this year.$9.36$1.42$7.94$15.1$14.0$1.08
2015Detailed filing. Detailed filing data is available for this year.$7.77$0.92$6.86$11.9$11.8$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.53$0.77$6.76$11.4$10.9$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.70$1.11$6.59$10.4
2012Summary only. Only limited summary data is available for this year.$5.79$0.80$4.99$10.5$10.5$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$1.14$4.95$12.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$1.01$5.08$11.6