2024-07-29T13:48:35-05:00 2023-09-30 910873571 GREENWOOD OHLUND PS 4241 21ST AVE W SUITE 400 SEATTLE WA 98199 990 2022-10-01 912094889 NORTHWEST ACCESS FUND NORT 2063285116 PO BOX 55759 SHORELINE WA 98155 EMERSON SEKINS EXECUTIVE DIRECTOR 2063285116 2024-07-25 1 1 ERIC L KIMPTON P01970440 2067821767 2022 2024-08-08 14:25:15Z EMERSON SEKINS PO BOX 55759 SHORELINE WA 98155 2894961 0 X WWW.NWACCESSFUND.ORG X 1999 WA WE OFFER PEOPLE WITH DISABILITIES CUSTOMIZED LOANS, FINANCIAL COACHING, AND OTHER RESOURCES TO PROMOTE ACCESS TO ASSISTIVE TECHNOLOGY, INDEPENDENCE, FINANCIAL RESILIENCE, AND LIFE OPPORTUNITIES. 13 12 17 0 0 0 1172701 2732893 119570 152958 2640 5397 2806 3713 1297717 2894961 0 0 0 0 910112 1186853 0 0 28223 266316 407632 1176428 1594485 121289 1300476 4675212 6463117 603595 1091024 4071617 5372093 WE OFFER PEOPLE WITH DISABILITIES CUSTOMIZED LOANS, FINANCIAL COACHING, AND OTHER RESOURCES TO PROMOTE ACCESS TO ASSISTIVE TECHNOLOGY, INDEPENDENCE, FINANCIAL RESILIENCE, AND LIFE OPPORTUNITIES. 0 0 1427983 152958 THE NORTHWEST ACCESS FUND PROVIDES: LOW-INTEREST LOANS FOR ASSISTIVE TECHNOLOGY AND HOME AND VEHICLE ACCESSIBILITY MODIFICATIONS; LOW-INTEREST LOANS THAT INCREASE INDEPENDENCE, FINANCIAL RESILIENCE, AND PURSUIT OF LIFE OPPORTUNITIES; INDIVIDUAL DEVELOPMENT (MATCHED SAVINGS) ACCOUNTS FOR ASSISTIVE TECHNOLOGY NEEDED FOR ANY PURPOSE AND FOR ASSETS NEEDED TO PROMOTE OR MAINTAIN EMPLOYMENT OR SELF-EMPLOYMENT; AND FINANCIAL EDUCATION AND FINANCIAL CAPABILITY SERVICES DESIGNED TO INCREASE FINANCIAL KNOWLEDGE, IMPROVE THE RATE OF SAVING, LOWER DEBT, INCREASE CREDIT SCORES, AND ENHANCE THE ABILITY TO MEET FINANCIAL GOALS. 1427983 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X TRACY KELLOGG 2063285116 PO BOX 55759 SHORELINE WA 98155 ALAN KNUE PRESIDENT 1.00 X X 0 0 0 WENDY BONNER VICE PRESIDENT 1.00 X X 0 0 0 WARREN WEISSMAN TREASURER 1.00 X X 0 0 0 ISABELLE BANVILLE SECRETARY 1.00 X X 0 0 0 LAURIE BROOKS DIRECTOR 1.00 X 0 0 0 KAYLA BROWN DIRECTOR 1.00 X 0 0 0 GINA IANDOLA DIRECTOR 1.00 X 0 0 0 WHITNEY KEYES DIRECTOR 1.00 X 0 0 0 MIHWA KIM DIRECTOR 1.00 X 0 0 0 STEVE LEWIS DIRECTOR 1.00 X 0 0 0 MICHELLE TOY 1022 - 0623 DIRECTOR 1.00 X 0 0 0 ANDREW ARANA DIRECTOR 1.00 X 0 0 0 DAMAN WANDKE DIRECTOR 1.00 X 0 0 0 MONICA BROWN DIRECTOR 1.00 X 0 0 0 MOLLY SULLIVAN 1022 - 0223 DIRECTOR 1.00 X 0 0 0 EMERSON SEKINS EXECUTIVE DIRECTOR 40.00 X 115508 0 8526 KATHY GILMAN PROGRAM DIRECTOR 40.00 X 107962 0 12935 223470 0 21461 2 0 0 0 0 2692501 40392 2732893 LOAN INTEREST INCOME 900099 151431 151431 FEE INCOME 900099 1527 1527 152958 5397 5397 OTHER INCOME 900099 3713 3713 3713 2894961 152958 0 9110 251820 235174 13872 2774 772913 666986 88272 17655 20131 17320 2342 469 60952 53638 6095 1219 81037 71313 8104 1620 48509 43943 3700 866 1360 1360 74099 66506 6499 1094 3559 3559 4653 4622 25 6 64384 58371 4873 1140 2065 1869 159 37 26241 24463 1143 635 3750 3750 14183 13397 637 149 12815 12239 467 109 LOAN LOSS EXPENSE 131122 131122 MISCELLANEOUS 11508 10727 503 278 LICENSE AND FEES 9384 8984 228 172 1594485 1427983 138279 28223 191391 151457 2064309 2881673 45992 63772 2318574 3302143 26316 42176 74510 52614 28630 21896 4675212 6463117 93186 106621 131139 659280 338333 300000 40937 25123 603595 1091024 X 2472327 4612377 1599290 759716 4071617 5372093 4675212 6463117 1300476 0 X 0 1 X 1 1 1 X 273034 1708127 1564471 1172701 2732893 7451226 9270 18540 7205 35015 273034 1708127 1573741 1191241 2740098 7486241 7486241 10955 10365 4531 2425 5397 33673 2969 2924 3784 2806 3713 16196 7536110 486836 0.99340 0.99190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1360 1360 0 PART II-B, LINE 1: A PORTION OF DUES PAID TO AN INDUSTRY ASSOCIATION WAS USED TO HIRE A LOBBYIST WHO WORKED TO PASS LEGISLATION IN WASHINGTON STATE. 1 14403 2790 17193 0 0 74510 52614 21896 21896 FUNDS UNDER MANAGEMENT 25123 25123 2924336 29375 29375 2894961 0 2894961 1623860 29375 29375 1594485 0 1594485 PART IV, LINE 1B: THE NORTHWEST ACCESS FUND PROVIDES INDIVIDUAL DEVELOPMENT (MATCHED SAVINGS) ACCOUNTS (IDAS) FOR ASSISTIVE TECHNOLOGY AND ASSETS TO HELP WITH EMPLOYMENT. PROGRAM PARTICIPANTS SET ASIDE MONEY IN CUSTODIAL ACCOUNTS EACH MONTH. ONCE A CLIENT REACHES THEIR SAVINGS GOAL, THE FUND PROVIDES A GRANT THAT MATCHES THE AMOUNT WHICH THE CLIENT SAVED. THE FUND MANAGES THE SAVINGS ACCOUNTS; THE CLIENTS CAN'T ACCESS THE ACCOUNTS DIRECTLY. PROGRAM ENDED 03/2023. ALAN KNUE NWAF OFFICER 50000 DIRECTS THE UW WASHINGTON ASSISTIVE TECHNOLOGY ACT PROGRAM WHICH PROVIDES FUNDING TO NWAF. 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND FINANCE MANAGER REVIEW THE 990 BEFORE GIVING IT TO THE BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C WE CIRCULATE OUR CONFLICT OF INTEREST POLICY ANNUALLY AND ASK THAT EACH BOARD MEMBER CONFIRMS THE LACK OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD SETS THE SALARY FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST.