Nonprofit · EIN 93-0665396
ACCESS
Tax-exempt · MEDFORD, OR 97504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $53,312,436 | $55,002,522 | -$1,690,086 | $19,740,419 | $7,793,018 | $11,947,401 |
| June 30, 2024 | 990 | $44,775,113 | $45,420,158 | -$645,045 | $18,149,070 | $4,576,748 | $13,572,322 |
| June 30, 2023 | 990 | $46,295,285 | $45,130,403 | $1,164,882 | $19,971,498 | $5,779,714 | $14,191,784 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $51,661,475
- of which government grants
- $43,441,834
- Program service revenue
- $1,424,736
- Investment income
- $90,995
- Net gain from sales of assets
- $1,724
- Net income from fundraising events
- $106,192
- Other revenue
- $135,230
Expenses
- Grants and similar amounts paid
- $34,822,926
- Compensation of officers, directors and key employees
- $918,081
- Other salaries and wages
- $8,380,694
- Salaries, compensation and benefits (total)
- $11,909,868
- Professional fundraising fees
- $0
- Legal fees
- $14,891
- Accounting fees
- $77,451
- Occupancy
- $3,588,104
- Travel
- $153,098
- Depreciation
- $404,182
- Program services (functional)
- $50,302,711
- Management and general (functional)
- $3,911,556
- Fundraising (functional)
- $788,255
Balance sheet and other
- Total assets, start of year
- $18,149,070
- Total assets, end of year
- $19,740,419
- Total liabilities, end of year
- $7,793,018
- Net assets, end of year
- $11,947,401
- Land, buildings and equipment
- $5,124,389
- Net assets without donor restrictions
- $9,448,049
- Net assets with donor restrictions
- $2,499,352
- Gross receipts
- $53,491,035
- Employees
- 222
- Volunteers
- 625
- Year formed
- 1976
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE BORGEN | EXECUTIVE DIRECTOR Officer | 40 | $217,851 | $26,747 |
| RON ZAMBRANO | DIRECTOR OF FINANCE Highest-paid employee | 40 | $126,918 | $41,137 |
| MELANIE DOSHIER | CHIEF PROGRAM OFFICER Officer | 40 | $99,572 | $56,139 |
| JOSEPH E VOLLMAR | CHIEF OPERATIONS & HOUSING Officer | 40 | $124,562 | $30,310 |
| KELLIE L BATTAGLIA | CHIEF ADVACEMENT OFFICER Officer | 40 | $137,329 | $17,318 |
| RAIANN WILSON | CONTROLLER Highest-paid employee | 40 | $131,541 | $21,561 |
| MARCEE CHAMPION | DIRECTOR OF FOOD PROGRAMS Highest-paid employee | 40 | $106,330 | $21,343 |
| AGNES MAINA | CHIEF FINANCIAL OFFICER Officer | 40 | $37,464 | $8,852 |
| GREGORY PERKINSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BRAD EARL | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DENNIE CONRAD | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL ZAROZINSKI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LILIA CABALLERO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DAVID GRIJALVA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JASON ANTLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUCINDA BROPHY | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| CASSIE ROSE | BOARD MEMBER Trustee or director | 2 | $0 |
| JASON ELZY | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE BORGEN | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $241,895 | $13,055 |
| RONALD ZAMBRANO | FINANCE DIRECTOR Highest-paid employee | 40 | $115,030 | $42,950 |
| RAIANN WILSON | FINANCE CONTROLLER Highest-paid employee | 40 | $118,602 | $15,096 |
| KELLIE L BATTAGLIA | CHIEF ADVACEMENT OFFICER Highest-paid employee | 40 | $118,609 | $13,015 |
| JOSEPH E VOLLMAR | CHIEF OPERATIONS & HOUSING OFFICER Highest-paid employee | 40 | $109,384 | $14,951 |
| JASON ELZY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GREGORY PERKINSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRAD EARL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DENNIE CONRAD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL ZAROZINSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LILIA CABALLERO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LUCINDA MOULDING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID GRIJALVA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JASON ANTLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE BORGEN | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $177,263 | $22,877 |
| JASON ELZY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GREGORY PERKINSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRAD EARL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DENNIE CONRAD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL ZAROSINSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LILIA CABALLERO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LUCINDA MOULDING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BENJI FARGASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON ANTLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3630 AVIATION WAY, MEDFORD, OR 97504-9758
- Principal officer (990 for 2024)
- LUCINDA BROPHY, PO BOX 4666, MEDFORD, OR 97501
- Signed the 990
- LUCINDA BROPHY, BOARD CHAIR
- Phone
- (541) 779-6691
- Website
- WWW.ACCESSHELPS.ORG
- Return prepared by
- SORREN INC
Mission
TO PROVIDE ASSISTANCE TO LOW-INCOME INDIVIDUALS AND FAMILIES.
Program accomplishments
- ENERGY 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. THESE PROGRAMS ASSIST LOW-INCOME SENIORS, PEOPLE WITH DISABILITIES AND HOUSEHOLDS WITH ENERGY EFFICIENT IMPROVEMENTS NEEDED ON THEIR HOME, WHICH CAN HELP TO CONSERVE ENERGY AND REDUCE ENERGY BILLS. LIHEAP - PROVIDES ENERGY ASSISTANCE TO LOW-INCOME JACKOSN COUNTY RESIDENTS WITH PREFERENCE GIVEN TO SENIORS AND DISABLED INDIVIDUALS.Expenses $5,095,704 · grants $3,953,662 · revenue $1,453,774
- SUPPORT SERVICE PROGRAMS: HOME TENANT BASED ASSISTANCE PROGRAM (HTBA) - PROVIDES UP TO TWO YEARS RENTAL SUBSIDY DEPENDING UPON HOUSING NEED IDENTIFIED IN PARTNERSHIP WITH OREGON DEPARTMENT OF HUMAN SERVICES (ODHS) HOUSING AUTHORITY OF JACKSON COUNTY, AND OTHER COMMUNITY PARTNERS. 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. STATE HOMELESS ASSISTANCE PROGRAM (SHAP) - OFFERS STATE FUNDS TO HELP MEET THE EMERGENCY NEEDS OF UNHOUSED OREGONIANS BY PROVIDING OPERATIONAL SUPPORT FOR EMERGENCY SHELTERS AND SUPPORTIVE SERVICES TO SHELTER RESIDENTS.Expenses $35,231,947 · grants $24,759,429
- FOOD PROGRAMS: FOOD SHARE - PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD TO THE HUNGRY IN JACKSON COUNTY. FOOD SHARE SUPPLIES TWENTY-ONE FOOD PANTRIES, OVER 25 SUPPLEMENTAL FOOD PROGRAMS AND 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.Expenses $7,619,690 · grants $6,106,662
- HOUSING DEVELOPMENT PROGRAM: DEVELOPMENT - ACQUISITION AND NEW CONSTRUCTION OF AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS,FAMILIES, SENIORS, AND PEOPLE WITH DISABILITIES.PROPERTY/ASSET MANAGEMENT - ACCESS HAS AN OWNERSHIP INTEREST IN 108 UNITS OF AFFORDABLE RENTAL HOUSING, LOCATED IN JACKSON COUNTY. OF THIS, 52 UNITS ARE MANAGED BY A THIRD-PARTY MANAGEMENTCOMPANY WHILE THE REMAINING 56 UNITS ARE SELF-MANAGED.HOUSING COUNSELING - PROVIDES PRE-PURCHASE COUNSELING TO PARTICIPANTS ENROLLED IN THE FOLLOWING PROGRAMS: REALIZING THE AMERICAN DREAM (RAD), E-HOME AMERICA, AND A VARIETY OF DOWN-PAYMENT ASSISTANCE PROGRAMS.REALIZING THE AMERICAN DREAM (RAD) - PROVIDES A PRE-PURCHASE EDUCATIONAL PROGRAM DELIVERED VIA INPERSON CLASSROOM SETTING OR VIRTUALLY.E-HOME AMERICA - PROVIDES AN APPROVED ONLINE PRE-PURCHASE EDUCATIONAL COURSE THAT ALLOWS THE PARTICIPANT AN OPPORTUNITY TO COMPLETE THE EDUCATION AT THEIR OWN PACE AND CONVENIENCE.DREAMSAVERS - INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM THAT ENCOURAGES PARTICIPANTS TO BUILD ASSETS AND FINANCIAL INDEPENDENCE THROUGH A MATCHED SAVINGS PROGRAM. PARTICIPANTS CAN SAVE FOR HOME PURCHASE OR HOME REPAIR.DOWN PAYMENT ASSISTANCE PROGRAMS (DPAP) - FINANCIAL SUPPORT TO ASSIST LOW-INCOME, FIRST-TIME HOME PURCHASERS IN COVERING A PORTION OF THE NEEDED DOWN PAYMENT AND CLOSING COST EXPENSES.Expenses $2,355,370 · grants $3,173
- PROPERTY/ASSET MANAGEMENT - ACCESS HAS AN OWNERSHIP INTEREST IN 108 UNITS OF AFFORDABLE RENTAL HOUSING, LOCATED IN JACKSON COUNTY. OF THIS, 52 UNITS ARE MANAGED BY A THIRD-PARTY MANAGEMENT COMPANY WHILE THE REMAINING 56 UNITS ARE SELF-MANAGED.
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0665396
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,740,419
- Income (IRS master file)
- $53,491,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $53,312,436 | $55,002,522 | $19,740,419 | IRS |
| 990 | June 2024 | $44,775,113 | $45,420,158 | $18,149,070 | IRS |
| 990 | June 2023 | $46,295,285 | $45,130,403 | $19,971,498 | XML |
| 990 | June 2022 | $40,079,698 | $39,234,713 | $15,501,962 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0665396).
Questions about ACCESS
- What is the EIN of ACCESS?
- The employer identification number (EIN) of ACCESS is 93-0665396.
- Is ACCESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to ACCESS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ACCESS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ACCESS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ACCESS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ACCESS?
- The 990 for the year ended June 30, 2025 names LUCINDA BROPHY.
- Who are the officers and directors of ACCESS?
- The 990 for the year ended June 30, 2025 lists 18 people; 8 received compensation from the organization, the highest $217,851 (CARRIE BORGEN, EXECUTIVE DIRECTOR).
- How much revenue does ACCESS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $53,312,436, expenses of $55,002,522 and total assets of $19,740,419 at year end.
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- LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER INC EIN 94-3096772 · last filed 990 for 2025
- COLUMBIACARE SERVICES INC EIN 81-0609831 · last filed 990 for 2024
- ROGUE COMMUNITY HEALTH EIN 23-7366812 · last filed 990 for 2024
- PACIFIC RETIREMENT SERVICES INC EIN 93-1067253 · last filed 990 for 2025
- MERCY FLIGHTS INC EIN 93-0512235 · last filed 990 for 2024