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990 • Fiscal year 2018 • EIN 93-0665396

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

39th percentile

0.12x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.07x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

40th percentile

0.7%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

35th percentile

-1.3%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

0.1%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$9,028,382

Down $116,303 (-1.3%) from 2017

Net Assets

Up

$7,960,002

Up $20,717 (+0.3%) from 2017

Liabilities

Down

$1,068,380

Down $137,020 (-11%) from 2017

Revenue

Up

$16,090,421

Up $9,297 (+0.1%) from 2017

Expenses

Down

$15,973,829

Down $188,759 (-1.2%) from 2017

Net Income

Up

$116,592

Up $198,056 (+243%) from 2017

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

2018

Assets$9,028,382
Liabilities$1,068,380
Net Assets$7,960,002

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

2018

Revenue$16,090,421
Expenses$15,973,829
Net Income$116,592
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$16,145,489
Mission and Program Overview

Mission

To provide assistance to low-income individuals and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,654,932$4,597,182▼ $57,750
Other Notes and Loans Receivable, Net$1,636,376$1,463,457▼ $172,919
Cash and Non-Interest-Bearing Accounts$881,942$1,206,782▲ $324,840
Pledges and Grants Receivable$1,359,392$1,045,589▼ $313,803
Savings and Temporary Cash Investments$141,959$142,219▲ $260
Accounts Receivable$116,261$59,976▼ $56,285
Inventories for Sale or Use-$50,587-
Prepaid Expenses and Deferred Charges$2,397$6,834▲ $4,437
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$9,144,685$9,028,382▼ $116,303
Other Assets Total$351,426$455,756▲ $104,330
Liabilities
Mortgage Notes Payable Secured by Investment Property$583,766$553,825▼ $29,941
Accounts Payable and Accrued Expenses$621,634$486,386▼ $135,248
Other Liabilities-$28,169-
Total Liabilities$1,205,400$1,068,380▼ $137,020
Net Assets / Fund Balance
Unrestricted Net Assets$4,803,064$4,648,813▼ $154,251
Temporarily Rstr Net Assets$2,905,548$2,950,382▲ $44,834
Permanently Rstr Net Assets$230,673$360,807▲ $130,134
Total Net Assets Fund Balance$7,939,285$7,960,002▲ $20,717
Total Liabilities and Net Assets / Fund Balance$9,144,685$9,028,382▼ $116,303

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,920,323$1,090,890$4,011,213
Land$1,421,892-$1,421,892
Equipment$254,967$1,067,209$1,322,176
Other Assets Org$25,304--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$230,673-▲ $23,142-$251,644
2016$205,068-▲ $27,459-$230,673
2015$212,373-▼ $6,281-$205,068
2014$212,753-▼ $380-$212,373
2013$183,740-▲ $29,013-$212,753
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pam NorrExecutive DirectorFT$99,875$29,467$129,342

Board Members and Trustees

NameTitle
Julie BrownChair
Cathie DavisPast Chair
Jr WheelerVice Chair
Daniel BunnDirector
Dennis RichardsonDirector
Ed ChunDirector
Hank WilliamsDirector
Jacquelyn BunickDirector
Jonathan BildenDirector
Kathy SperleDirector
Paul CoombsDirector
Eric FosterSec/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Golden Fields ConstructionWeatherization149 CLEAR CREEK SUITE 111, Ashland, OR 97520$766,608
Personnel Source INCTemp Employees150 HAWTHORNE ST, Medford, OR 97504$149,848
Express Employment ProfessionalsTemp EmployeesPO BOX 4427, Portland, OR 97208$112,282
Revenue and Support

Revenue Composition

Contributions and Grants
$14,958,613
Program Service Revenue
$735,847
Investment Income
$34,686
Other Revenue
$361,275
All Other Contributions
$6,289,449
Change in Net Assets
$116,592

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$4,514,107$ PER LB
Drugs and Medical Supplies-$137,817Fair Value
Clothing and Household Goods-$87,831Fair Value
Other Non Cash Contri Table-$23,588Fair Value
Other Non Cash Contri Table-$2,783Fair Value
Total Noncash Contributions2$4,766,126-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,549,445
Other Expenses$3,975,123
Salaries, Compensation, and Employee Benefits$3,449,261
Total Fundraising Expense$369,354
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$7,680,041--$7,680,041
Other Salaries and Wages$2,627,101$437,919$254,899$3,319,919
Fees for Services Other$2,089,758$247,863-$2,337,621
Grants to Domestic Orgs$869,404--$869,404
Occupancy$534,848$87,662$12,499$635,009
Office Expenses$108,308$65,912$67,562$241,782
Depreciation Depletion$149,072$19,362$63$168,497
Current Officers, Directors, Trustees, and Key Employees$71,358$57,984-$129,342
Travel$82,212$11,567$995$94,774
Advertising$21,726$2,692$24,874$49,292
Insurance$29,679$16,655$951$47,285
Other Expenses$10,644$19,638$2,424$32,706
Interest$24,221$53-$24,274
Fees for Service Investment Mgmnt Fees-$2,171-$2,171
Total Functional Expenses$14,604,039$1,000,436$369,354$15,973,829
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon Coast Community ActionCoos Bay, OR-Support for Veterans & Families$369,944
United Community Action NetwoRoseburg, OR-Support for Veterans & Families$245,312
Rogue RetreatMedford, OR-Support for Sheltering$108,738
Hearts With a MissionMedford, OR-Support for Sheltering$82,688
Family Nurturing CenterMedford, OR-Food Systems Coordination$49,223
Maslow ProjectMedford, OR-Support for Sheltering & Outreach$13,499
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$241,633
Fundraising Direct Expenses$48,769
Gaming Gross Income$20,800
Gaming Direct Expenses$6,299
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$96,773$94,970$2,427$92,543
Other Events$94,821$94,821-$94,821
Total Events$288,436$241,633$48,769$192,864
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$28,169
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
Pamela Norr
Title
Executive Officer
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Brown
Formed
1976
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
87
Volunteers
1,250

Preparer

Firm
KDP Certified Public Accountants LLP
Address
640 SUPERIOR CT, MEDFORD, OR 97504-6181
Preparer
Susan E St Range 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.

Other Changes In Net Assets Or Fund Balances - Other Increases

Change in beneficial interests - ocf = $20971

Other Changes In Net Assets Or Fund Balances - Other Decreases

Change in pv on notes receivable = -$116846

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, 2016. 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, 2017, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility.

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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/ProgSrvcAccomActy2Grp/Desc0ENERGY 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. Low-income seniors, people with disabilities and households who have received shut off notices.LIHEAP - Provides energy assistance to low income Jackson County residents with preference given to seniors and disabled individuals.Oregon Energy Assistance - Provides assistance to eligible low income households to offset the costs of home energy for Pacific Power and Light customers only. Priority is given to households who have received shut off notices.Low Income Ratepayer Assistance Program - Provides assistance to eligible low income households to offset the costs of home energy for Avista customers only. Priority is given to households who have received shut off notices.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt02312540
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT SERVICE PROGRAMS:ACCESS is a partner with DHS, Employment Division, Jackson County Health Department, On-Track, and area schools at various service integration sites in Jackson County.HOME Tenant Based Assistance (HTBA), Housing Stability Program (HSP), and Low Income Rental Housing Fund (LIRHF) - Provides up to two years rental subsidy depending upon housing need identified in partnership with Jackson County Housing Authority. 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.Emergency Solutions Grant (ESG) Program - The (ESG) provides federal funds to assist individuals and families to quickly regain stability in permanent housing after experiencing a housing crisis or homelessness. ESG funds are available for five program components: street outreach, emergency shelter, homelessness prevention, rapid re-housing assistance, and data collection through the Homeless Management Information System; as well as administrative activities.Support Services for Veteran Families (SSVF) - The SSVF program assists Veterans who are homeless or at-risk of homelessness end their housing crisis and stabilize in housing. There are two primary forms of assistance: Homelessness Prevention and Rapid Re-housingNavigator Program: Senior & Disabled - Provides in-home assessments for seniors or persons with disabilities to help them navigate through resources for important issues they face on a day-to-day basis including remaining independent in their homes. Companions provide a friendly visit homebound seniors who may want that extra connection.Ashland Community Resource Center (ACRC) - Provide homeless, at-risk individuals and families receive assistance and tools to support housing stability. Services provided at the center include; case management, service referrals, restrooms, backpack storage, mailing address, internet access, phone, job search-related printing, hygiene supplies, bus passes, education opportunities and more.
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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