ACCESS
Accredited Charity
Meets Standards
Accredited Charity
Meets Standards
Standards Legend
- Meets Standards
- Standards Not Met
- Did Not Disclose
- Review In Progress
- Unable to Verify
Standards For Charity Accountability
Governance
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Board Oversight
Oversight of Operations and Staff: Standard 1
Description
Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fundraising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.The organization meets this standard.
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Board Size
Number of Board Members: Standard 2
Description
Soliciting organizations shall have a board of directors with a minimum of five voting members.The organization meets this standard.
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Board Meetings
Frequency and Attendance of Board Meetings: Standard 3
Description
An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.The organization meets this standard.
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Board Compensation
Compensated Board Members: Standard 4
Description
Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.The organization meets this standard.
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Conflict of Interest
Conflict of Interest: Standard 5
Description
No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.The organization meets this standard.
Measuring Effectiveness
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Effectiveness Policy
Board Policy on Effectiveness: Standard 6
Description
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.The organization meets this standard.
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Effectiveness Report
Board Approval of Written Report on Effectiveness: Standard 7
Description
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.The organization meets this standard.
Finances
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Program Expenses
Program Service Expense Ratio: Standard 8
Description
Spend at least 65% of its total expenses on program activities.The organization meets this standard.
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Fundraising Expenses
Fundraising Expense Ratio: Standard 9
Description
Spending should be no more than 35% of related contributions on fundraising. Related contributions include donations, legacies, and other gifts received as a result of fundraising efforts.The organization meets this standard.
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Accumulating Funds
Ending Net Assets: Standard 10
Description
Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.The organization meets this standard.
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Audit Report
Financial Statements: Standard 11
Description
Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $1 million, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $1 million, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.The organization meets this standard.
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Detailed Expense Breakdown
Detailed Functional Breakdown of Expenses: Standard 12
Description
Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fundraising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.The organization meets this standard.
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Accurate Expense Reporting
Accuracy of Expenses in Financial Statements: Standard 13
Description
Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fundraising expenses or otherwise understate the amount a charity spends on fundraising, and/or overstate the amount it spends on programs will not meet this standard.The organization meets this standard.
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Budget Plan
Budget: Standard 14
Description
Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fundraising, and administration.The organization meets this standard.
Fundraising & Info
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Truthful Materials
Misleading Appeals: Standard 15
Description
Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.The organization meets this standard.
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Annual Report
Annual Report: Standard 16
Description
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fundraising and administrative categories as in the financial statements, and (iii) ending net assets.The organization meets this standard.
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Website Disclosures
Web Site Disclosures: Standard 17
Description
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.The organization meets this standard.
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Donor Privacy
Privacy for Written Appeals & Internet Privacy: Standard 18
Description
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.The organization meets this standard.
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Cause Marketing Disclosures
Cause Related Marketing: Standard 19
Description
Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).The organization meets this standard.
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Complaints
Complaints: Standard 20
Description
Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fundraising practices, privacy policy violations and/or other issues.The organization meets this standard.
Conclusion
ACCESS meets the 20 Standards for Charity Accountability.
Purpose
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Year, State Incorporated
1976, OR
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Stated Purpose
Through partnership with a caring community we provide immediate and long-term solutions that lead people in need toward self-sufficiency.
Programs
With a focus on education, we help low-income families, Veterans and seniors through economic crisis by guiding them through changes in the habits that help them become self-sustaining. ACCESS currently serves Jackson County residents through 15 programs.Providing services to help with heating and cooling costs - No matter what time of year, energy costs can be high and significantly impact low-income residents. ACCESS Energy and Weatherization programs help address immediate needs as well as long term solutions to save energy and reduce energy consumption.Low-Income Heating Assistance: One-time payment toward winter heating costsEnergy Education Program: Valuable tips and efficiency products to help reduce energy consumptionLow-Income Weatherization Program: Helping people conserve energy by making energy efficient upgrades to their homesProviding affordable housing, rental assistance and resources - The ACCESS Housing Programs are dedicated to creating affordable housing and services offering low to moderate income people the opportunity to live in decent, safe housing.Rental Assistance: Preventing and solving homelessness by helping people obtain or maintain decent, safe housingHomeownership & Related Services: Certified HUD Housing Counseling Agency offering counseling, guidance and assistance- Matched savings accounts to build resources- Pre-purchase education- First-time buyers assistance programsAffordable Housing: Designing, funding and managing affordable housing since 1992 - over 200 units of quality affordable housingProviding healthy, nutritious food to feed hungry families and individuals - no one should ever go hungry. ACCESS is committed to addressing hunger needs within our community.ACCESS Food Share Gardens: Growing healthy produce for ACCESS food pantries and agenciesACCESS Food Share Pantry Network: Providing emergency food boxes to hungry families and individuals in partnership with a county-wide pantry networkCommodity Supplemental Food Program: USDA supplemental food program supporting seniorsCooking Skills Education Program: Teaching basic essential cooking skills through demonstrations and classesFresh Alliance: Collection and distribution of meat, dairy and other perishable products from grocery storesPlant-a-Row: Local gardeners grow extra rows of healthy produce and donate to ACCESS food pantries and agenciesProviding a one-stop reference point for a wide range of servicesInformation & Referral Services: ACCESS staff provides referrals to both agency programs and other community resources available to low-income familiesMedical Equipment: This program loans medical equipment at no cost to residents who have short-term needs. The program accepts donations of clean durable equipment in good working condition.Outreach to Seniors & People with Disabilities: ACCESS staff are available to visit vulnerable residents in their homes to help them remain at home in a safe and healthy environment. Referrals are provided to community resources that help clients improve their quality of life and continue to live independently.Support Services for Veterans Families Program (SSVF): ACCESS supports veterans and their families who are struggling with homelessness. This program assists families transitioning from homelessness to permanent housing and helps to prevent at-risk families from becoming homeless.
For the year ended June 30, 2019, ACCESS program expenses were:
CSBG | $111,432 |
Barnett Townhomes Limited Partnership | $771,418 |
Housing Development Programs | $928,771 |
Energy and Weatherization Programs | $4,324,994 |
Nutrition Programs | $6,514,025 |
Support services | $4,429,260 |
Olsrud Family Nutrition Center | $93,608 |
Consolidation eliminations | $-250,128 |
Program Expenses | $16,923,380 |
Governance & Staff
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CEO
Ms. Pamela Norr, Executive Director
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Compensation*
¤0.00
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Board Chair
Ms. Julie Brown, General Manager
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Chair's Profession / Business Affiliation
Rogue Valley Transportation District
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Board Size
15
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Paid Staff Size
87
Fundraising
Method(s) Used:
Direct mail appeals, Invitations to fundraising events, Print advertisements (newspapers, magazines, etc.), Television, Radio, Grant proposals, Internet, Planned giving arrangements, Cause-related marketing (affinity credit cards, consumer product sales, etc.).
% of Related Contributions on Fundraising: 2.75%
Tax Status
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
Financial
The following information is based on ACCESS's Audited financial statements - consolidated for the fiscal year ending June 30, 2019
Source of Funds | |
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Federal and state grants | $9,523,664 |
Non-cash contributions | $5,018,464 |
Contributions | $1,028,169 |
Rental income | $965,645 |
Private grants | $720,474 |
USDA-federal food commodities | $690,835 |
Fundraising | $316,157 |
Program income | $185,816 |
City and county grants | $160,766 |
Change in present value discount on notes receivable | $39,991 |
Interest income | $25,173 |
Miscellaneous | $7,073 |
Change in beneficial interests | $-398 |
Total Income | $18,681,829 |
Breakdown of Expenses
Total Income | $18,681,829 |
Total Expenses: | $18,488,083 |
Program Expenses | $16,923,380 |
Fundraising Expenses | $479,426 |
Administrative Expenses | $1,085,277 |
Other Expenses | $0 |
Income in Excess of Expenses | $193,746 |
Beginning Net Assets | $9,240,792 |
Other Changes In Net Assets | $0 |
Ending Net Assets | $9,434,538 |
Total Liabilities | $4,502,369 |
Total Assets | $13,936,907 |
An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau ® is a registered service mark of International Association of Better Business Bureaus.
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