2017-05-10T15:48:51-05:00 2016-12-31 330639599 Stephens Reidinger & Beller LLP 1301 Dove Street Suite 890 Newport Beach CA 92660 990 2016-01-01 330834635 Project Access Inc PROJ 9492536200 2100 W Orangewood Ave Suite 230 Orange CA 92868 Claudia Beaty CFO 9492536200 2017-05-10 1 David R Stephens P00339728 9497527400 173.247.178.146 2017-05-10 13:16:01 PD P D538151596F09ECC885AF170BF57AF2CB000A46B D538151596F09ECC885AF170BF57AF2CB000A46B 2016 2021-01-29 14:40:06Z X Kathy McCarrell 3900 Birch Street 113 Newport Beach CA 92660 5122625 0 X www.project-access.org X 1999 CA Provides on-site services to low-income families, children and seniors. 8 8 97 179 0 0 778263 986287 3375468 3665651 665 1577 321265 312694 4475661 4966209 0 0 0 0 3062119 3548807 0 0 523790 1410679 1341341 4472798 4890148 2863 76061 1370391 1514659 220343 288550 1150048 1226109 To be the leading provider of vital on-site health, education and employment services to low-income families, children and seniors. 0 0 3882486 4966209 Support of low-income families, children and seniors living in over 60 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. 3882486 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 39 0 1 97 1 0 0 0 0 0 1 1 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AZ X Claudia Beaty 9492536200 2100 W Orangewood Ave Suite 230 Orange CA 92868 Guy Marsala Director 0.50 X 0 0 0 Joe Litten Director 0.50 X 0 0 0 Mark L Skaist Secretary 1.00 X X 0 0 0 Edward Mora Director 0.50 X 0 0 0 Sandy Meston Treasurer 1.00 X X 0 0 0 Mark Strauss Director 1.00 X 0 0 0 Catherine Talbot Director 0.50 X 0 0 0 Jonathan B Webb Chairman 2.00 X X 0 0 0 Danuel Stanger Director 1.00 X 0 0 0 Adrian Craciun Director 1.00 X 0 0 0 Ana Marie del Rio Director 1.00 X 0 0 0 Chris Garcia Director 1.00 X 0 0 0 Claudia Beaty CFO 40.00 X 123076 0 0 Kathy McCarrell CEO & President 40.00 X 175185 0 0 Teresa Ichsan VP -Resident Services 40.00 X 125654 0 0 423915 0 0 3 0 1 0 0 986287 488544 986287 Program service fees 624200 3608490 3608490 Contract Revenue 624200 57161 57161 3665651 1577 1577 468006 156416 311590 311590 Miscellaneous 624200 1104 1104 1104 4966209 3666755 0 313167 423915 334327 43615 45973 2538386 2001939 261165 275282 331838 261709 34142 35987 254668 200848 26202 27618 13900 13900 26308 26308 107551 85317 11667 10567 108682 46394 57839 4449 85266 74762 8425 2079 7090 5672 709 709 27915 25819 2096 In-kind expenses 488544 418724 69820 Site Programs/services 259488 259488 Facilities expenses 99648 79823 17822 2003 Staff & volunteer expen 84181 77736 4559 1886 32768 9928 1731 21109 4890148 3882486 483872 523790 635792 501653 638599 851306 62236 88617 31735 35452 16960 14513 18492 19251 22856 1370391 1514659 220343 288550 220343 288550 X 1042597 1066439 107451 159670 1150048 1226109 1370391 1514659 76061 0 X 0 1 1 0 X 754613 1121840 1004710 778263 986287 4645713 2269205 2531502 3028448 3375468 3665651 14870274 3023818 3653342 4033158 4153731 4651938 19515987 0 0 0 19515987 1036 1363 1313 665 1577 5954 1036 1363 1313 665 1577 5954 245915 277666 327233 345485 312694 1508993 3270769 3932371 4361704 4499881 4966209 21030934 0.92800 0.93680 0.00030 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9329 9329 9698 -369 9329 9378 320 9698 5002 3844 705 173 9378 5000 2 5002 0 0 35452 16960 18492 18492 6149794 1183585 1183585 4966209 0 4966209 6073733 1183585 1183585 4890148 0 4890148 Golf Tournament 121850 121850 51077 Keys to Success Fundraiser 276131 276131 58728 3 70025 70025 46611 468006 468006 156416 156416 311590 X X X 0 0 0 0 0 0 0 0 0 Kathy McCarrell CEO & President 175185 0 0 0 0 0 0 0 0 0 175185 0 0 0 X 3729 Estimated value X 88 205071 Estimated value X Gift Cert & prizes 77 54405 Estimated value X Other Expenses 36 49992 Estimated value X Keys to Success 49 34970 Estimated value X Golf Tournament 43 32835 Estimated value X Toys & educ. mat'l 41 30248 Estimated value X Printing 10 12012 Estimated value X Furniture/computer equip 10 2782 Estimated value X Bowl-A-Thon 17 2015 Estimated value X Office supplies 9 484 Estimated value 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 and the Compensation Committee complete a performance assessment and evaluates how the CEO & President performed against the Annual Operating Plan objectives and goals. Input is solicited from the members of the board and the feedback is documented. The Committee collects compensation data from various sources including the Compensation & Benefits Survey of the Center for Nonprofit Management, presents the recommendation to the full-board, and makes any compensation adjustment. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are available to the public by request.