2024-05-14T16:01:46-05:00 2023-12-31 330639599 Stephens Reidinger & Beller LLP 1301 Dove Street Suite 890 Newport Beach CA 92660 990 2023-01-01 330834635 Project Access Inc PROJ 9492536200 2100 W Orangewood Ave Suite 230 Orange CA 92868 Lisa Grassi CFO 9492536200 2024-05-10 1 Lisa Grassi 999009999 1 David R Stephens P00339728 9497527400 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z Lisa Grassi 2100 W Orangewood Ave Suite 230 Orange CA 92868 15808493 0 X www.project-access.org X 1999 CA Provides on-site services to low-income families, children and seniors. 10 9 206 459 0 0 2735856 2923373 8861181 10212564 -9470 -11890 185330 203823 11772897 13327870 0 0 0 0 7670781 8966481 0 0 869503 4076638 4472760 11747419 13439241 25478 -111371 4101827 3994359 1652637 1538773 2449190 2455586 To be the leading provider of vital on-site health, education and employment services to low-income families, children and seniors living in affordable and workforce housing communities. 0 0 11696482 13327870 Support of low-income families, children and seniors living in over 80 communities by providing health education programs, health fairs, exercise classes, food distribution programs, school readiness, after-school tutoring and enrichment, social & recreational activities, transportation assistance, computer access, computer training, translation services, community building events, special holiday programs and referrals. 11696482 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 206 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MD TN IL MN FL NV SC X Debbie Olive 9492536200 2100 W Orangewood Ave Suite 230 Orange CA 92868 William Whalen Director 1.00 X 0 0 0 Jonathan B Webb Chairman 2.00 X X 0 0 0 Adrian Craciun Treasurer 1.00 X X 0 0 0 Matt DeGraw Director 1.00 X 0 0 0 Chris Garcia Secretary 1.00 X X 0 0 0 Ruzbeh Daruwalla Director 1.00 X 0 0 0 Taylor Lister Director 1.00 X 0 0 0 Glenn Rogers Vice Chair 1.00 X X 0 0 0 Jason Tajima Director 1.00 X 0 0 0 Kristin Byrnes CEO & President 40.00 X X 287683 0 0 Victoria O'Leary Chief Operating Officer 40.00 X 213141 0 0 Lisa Grassi CFO 40.00 X 21346 0 0 Teresa Ichsan Chief Business Development 40.00 X 180453 0 0 Debra Olive Controller 40.00 X 148339 0 0 James Le Sr Director of Development 40.00 X 120395 0 0 Danielle Nagao Former CFO 40.00 X 175540 0 0 1146897 0 0 6 1 1 0 Triple Source Technologies Inc 3317 S Higley Rd Suite 114-439 Gilbert AZ 85297 MSP Fees and IT Support 202168 Orange Door Consulting Inc 10341 Los Alamitos Blvd Los Alamitos CA 90720 Grant Writing 148800 2 199943 3500 2719930 2140475 2923373 Program service fees 624200 10212564 10212564 10212564 32756 32756 2113031 2157677 -44646 -44646 -44646 511520 199943 322946 188574 188574 Miscellaneous 624200 15249 15249 15249 13327870 10183167 0 221330 878163 491771 184414 201978 6634453 5755674 419418 459361 163632 122138 19804 21690 700615 647061 25559 27995 589618 497258 44081 48279 7688 6150 1538 23660 23660 181848 180668 1180 85484 234 85250 126637 120146 1584 4907 593932 579641 11433 2858 173918 43479 121743 8696 250324 247032 2633 659 24152 19322 2415 2415 48291 45529 2618 144 In-kind expenses 2054085 2053816 269 Site Programs/services 716293 716293 Staff & volunteer expen 145134 136548 5199 3387 Facilities expenses 33442 29076 4366 7872 4646 1342 1884 13439241 11696482 873256 869503 1227649 331418 497487 781209 146577 74497 55955 21713 120763 80629 64286 40134 1175832 2021514 934041 723874 4101827 3994359 545957 647778 161012 70970 945668 820025 1652637 1538773 X 2233885 2288013 215305 167573 2449190 2455586 4101827 3994359 -111371 117767 0 X 0 1 X 1 0 X 2273089 5471697 5282111 2735856 3413013 19175766 5319480 6209177 7324035 8861181 10212564 37926437 7592569 11680874 12606146 11597037 13625577 57102203 0 0 0 57102203 2960 779 157 -9470 -11890 -17464 2960 779 157 -9470 -11890 -17464 493856 308483 435884 185330 203823 1627376 8089385 11990136 13042187 11772897 13817510 58712115 0.97260 0.95750 0.00000 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24035 2732 26767 14850 10000 -815 24035 12911 1939 14850 12097 814 12911 10480 1617 12097 0 0 55465 40931 14534 65298 39698 25600 40134 Right-of-use asset 679478 Other investments 26767 Refundable security deposit 17629 723874 Operating lease liability 820025 820025 16010767 117767 2478740 86390 2682897 13327870 0 13327870 16004371 2478740 86390 2565130 13439241 0 13439241 Part XI, Line 2d - Other Adjustments: Special event expenses 86,390. Part XII, Line 2d - Other Adjustments: Special event expenses 86,390. Golf Tournament 301290 30400 270890 15760 12485 4683 58252 Keys to Success Fundraiser 286330 81650 204680 24312 53930 14018 44218 1 37453 1503 35950 2150 1000 5748 625073 113553 511520 24312 71840 13485 18701 108218 236556 274964 X X X X 0 0 0 0 0 0 0 0 0 Kristin Byrnes CEO & President 287683 0 0 0 0 0 0 0 0 0 287683 0 0 0 Victoria O'Leary Chief Operating Officer 213141 0 0 0 0 0 0 0 0 0 213141 0 0 0 Teresa Ichsan Chief Business Development 180453 0 0 0 0 0 0 0 0 0 180453 0 0 0 Danielle Nagao Former CFO 175540 0 0 0 0 0 0 0 0 0 175540 0 0 0 X 46915 Estimated value X 1464 1669970 Estimated value X Gift Cert & Prizes 315 122326 Estimated value X Toys & educ. mat'l 274 120837 Estimated value X Supplies 85 40378 Estimated value X Golf Tournament 23 40224 Estimated value X Keys to Success 22 39990 Estimated value X Printing 11 36717 Estimated value X Other expenses 7 11891 Estimated value X Pickleball Tournament 16 6177 Estimated value X Furniture/Technology 12 5050 Estimated value Utilities 0 0 0 0 0 Form 990, Part VI, Section B, line 11b The Project Access management team reviews it and returns comments to the tax firm to incorporate any changes. Form 990, Part VI, Section B, line 12c The conflict of interest policy is reviewed and re-signed by each board member at the beginning of each fiscal year. Form 990, Part VI, Section B, line 15 For the CEO & President, a Compensation Review Committee is appointed by the Board of Directors. The CEO & President completes an Annual Review Report for the Compensation Committee for their use in completing a performance assessment to evaluate how the CEO & President performed against the Annual Operating Plan Objectives and Goals. Input is solicited from members of the board along with compensation data from various sources including the Compensation & Benefits Survey of the Center for Nonprofit Management. Once all data is gathered and a meeting is held by the Compensation Review Committee with support from the Board of Directors for a final recommendation and/or any adjustments. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are available to the public by request.