2025-11-17T12:55:27+00:00 2025-06-30 135381590 BDO USA 300 E MAIN STREET STE 1300 NORFOLK VA 23510 990 2024-07-01 541440734 ACCESS COLLEGE FOUNDATION ACCE 7579626113 2555 ELLSMERE AVENUE SUITE 110 NORFOLK VA 23513 DAMON JIGGETTS PRESIDENT/CEO 7579627385 2025-11-17 true true TODD TERESCO P00247720 7576407190 2025-11-17 2024 2025-03-06 01:10:19Z DAMON JIGGETTS 2555 ELLSMERE AVENUE SUITE 110 NORFOLK VA 23513 13677795 false X WWW.ACCESSCOLLEGE.ORG X 1987 VA THE ACCESS COLLEGE FOUNDATION HELPS STUDENTS IN THE PUBLIC HIGH SCHOOLS OF S.HAMPTON ROADS, AND N. HAMPTON CO. GO TO COLLEGE OR OTHER POSTSECONDARY TRAINING. 38 37 53 83 219704 145319 9239573 7477320 0 0 1605231 434017 -16002 11229 10828802 7922566 990402 1085320 0 0 4029998 4302336 78106 75000 805112 863941 867973 5962447 6330629 4866355 1591937 78695584 89251214 304641 338052 78390943 88913162 ADVISORY SERVICES FOR POSTSECONDARY EDUCATIONAL PLANNING AND IMPLEMENTATION OF THE APPLICATION AND FINANCIAL AID PROCESSES, AND CAREER ASSISTANCE AND OPPORTUNITIES FOR STUDENTS COMPLETING THEIR CERTIFICATION DEGREE OR PROGRAMS. THESE SERVICES WERE PROVIDED BOTH IN PERSON AND VIRTUALLY/REMOTELY false false 4764444 1085320 0 HIGH SCHOOL PROGRAM AND COLLEGE SUCCESS PROGRAM: THE FOUNDATION PROVIDED POSTSECONDARY EDUCATION PLANNING TO MORE THAN 5,095 HIGH SCHOOL JUNIORS, SENIORS AND COLLEGE STUDENTS DURING 2024 AND 4,391 IN 2023. OF THOSE STUDENTS SERVED IN 2024, 3,718 FAMILIES (73%), WERE VERIFIED TO BE LOW-INCOME AND IN 2023, 3,199 (73%) WERE VERIFIED TO BE LOW-INCOME. POSTSECONDARY EDUCATION PLANNING PROGRAM: THESE PROGRAM INCLUDES SCHOOL-BASED AND VIRTUAL ADVISORY SERVICES FOR COLLEGE AND POSTSECONDARY TRAINING PREPARATION AND SUCCESS, COLLEGE APPLICATION/ TESTING FEE PAYMENTS, GUIDANCE THROUGH THE ADMISSIONS PROCESS, COLLEGE TOURS TO PROSPECTIVE CAMPUSES, AND THE LEVERAGING OF FINANCIAL AID, SCHOLARSHIPS, AND GRANTS NEEDED TO ATTEND COLLEGE OR OTHER POSTSECONDARY TRAINING. EACH HIGH SCHOOL JUNIOR AND SENIOR COMPLETES AN "ACCESS SERVICES APPLICATION" AT THE BEGINNING OF THE SCHOOL YEAR FOR OUR USE IN DETERMINING THEIR ELIGIBILITY FOR SERVICES TO RECEIVE FEE WAIVERS AND FEE PAYMENTS MADE BY ACCESS ON THEIR BEHALF. THIS APPLICATION ALSO DEFINES THEIR FAMILY'S LEVEL OF POVERTY, BASED ON FEDERAL GUIDELINES. WHEN FINANCIAL AID FORMS (FAFSAS) ARE FILED FOR THE SENIORS AND OUR COLLEGE STUDENTS, THE FAMILY SIZE AND INCOME INFORMATION ARE CAPTURED ON THE COMPLETED "FAFSA CONSULTATION FORM UPDATED IN OUR STUDENT DATABASE. THIS INFORMATION WAS USED TO VERIFY THAT 73% OF THE STUDENTS IN 2024 AND 73% OF THE STUDENTS IN 2023 BELONGED TO A FAMILY WHOSE ANNUAL HOUSEHOLD INCOME WAS NOT IN EXCESS OF 300% OF THE FEDERAL POVERTY GUIDELINES. MIDDLE SCHOOL PROGRAM: WITH OUR FOUNDATION'S PRIMARY TARGET BEING STUDENTS FROM LOW-INCOME FAMILIES WHO MAY NOT OTHERWISE HAVE ACCESS, WE BEGIN LAYING THE GROUNDWORK OF EARLY COLLEGE AWARENESS/READINESS ACTIVITIES TO MIDDLE SCHOOL STUDENTS IN THE 7TH AND 8TH GRADES AND THEN FOLLOW THEM INTO HIGH SCHOOL IN THE 9TH AND 10TH GRADES. MUCH OF THIS WORK IS DONE IN GROUP SETTINGS AND STUDENTS IN THESE GRADE LEVELS DO NOT DISCLOSE THEIR FAMILY'S FINANCIAL INFORMATION IN ORDER TO RECEIVE SERVICES. WE DO KNOW THAT THE SCHOOLS THESE STUDENTS ATTEND HAVE A MAJORITY POPULATION RECEIVING FREE OR REDUCED LUNCH. ADDITIONALLY, WHILE OUR MISSION IS TO SERVE LOW-INCOME STUDENTS, WE KNOW THAT IN THE PROCESS OF PROVIDING POSTSECONDARY EDUCATION PLANNING TO THESE LOW-INCOME STUDENTS, OTHER STUDENTS MAY RECEIVE INFORMATION OR BENEFIT FROM ACTIVITIES PROVIDED IN GROUP SETTINGS. 4764444 true true false false false false false false false true true true false false true true true false false false false false false true false false false true true true false false false false false false false false false false true false false false false false false false false false true 12 0 true 53 true true true false false false false true true true 2 false false true false false false X 38 37 true false false false false false false true true false false false true true true true true true true true false false VA X X HEATHER FOXWELL 7579626113 2555 ELLSMERE AVENUE SUITE 110 NORFOLK VA 23513 BONNIE B SUTTON PRESIDENT & CEO 37.5 X X 290179 0 20282 EVAN KALFUS TREASURER 1.0 X X 0 0 0 JOHN STEIN SECRETARY 1.0 X X 0 0 0 OWEN GRIFFIN VICE CHAIR 1.0 X X 0 0 0 R BRUCE BRADLEY CHAIR EMERITUS 1.0 X X 0 0 0 T RICHARD LITTON JR CHAIR 1.0 X X 0 0 0 AARON SCHAEFER DIRECTOR 0.2 X 0 0 0 ALFRED RANDOLPH JR DIRECTOR (AS OF 7/24) 0.2 X 0 0 0 ALLISON MCDUFFIE DIRECTOR 0.2 X 0 0 0 AMANDA GIFT DIRECTOR 0.2 X 0 0 0 AUDREY PARROTT DIRECTOR (AS OF 7/24) 0.2 X 0 0 0 BOBBY BEASLEY III DIRECTOR 0.2 X 0 0 0 CEDRICKA DALTON DIRECTOR 0.2 X 0 0 0 CHARLES BIRDSONG DIRECTOR 0.2 X 0 0 0 CHRIS GRAVES DIRECTOR 0.2 X 0 0 0 CHRISTOPHER JOHNSON DIRECTOR 0.2 X 0 0 0 CONRAD M HALL DIRECTOR 0.2 X 0 0 0 DON SCOTT DIRECTOR 0.2 X 0 0 0 ED TANKARD DIRECTOR 0.2 X 0 0 0 ELLIS PRETLOW DIRECTOR 0.2 X 0 0 0 FRANK BATTEN JR DIRECTOR 0.2 X 0 0 0 FRED KIRSCHBAUM DIRECTOR 0.2 X 0 0 0 GWEN GREEN DIRECTOR 0.2 X 0 0 0 JAMES NOEL III DIRECTOR 0.2 X 0 0 0 JARED COTTON DIRECTOR 0.2 X 0 0 0 JIM SHUMADINE DIRECTOR 0.2 X 0 0 0 JOAN P BROCK DIRECTOR 0.2 X 0 0 0 KRISTAL AUDAIN DIRECTOR 0.2 X 0 0 0 LOUIS RYAN DIRECTOR 0.2 X 0 0 0 MEAGAN PECSOK DIRECTOR (AS OF 7/24) 0.2 X 0 0 0 MORGAN WHAYLAND DIRECTOR 0.2 X 0 0 0 ROBIN COOKE DIRECTOR 0.2 X 0 0 0 SHARON GOODWYN DIRECTOR 0.2 X 0 0 0 STEPHANIE CALLIOTT DIRECTOR 0.2 X 0 0 0 THOMAS G JOHNSON JR DIRECTOR 0.2 X 0 0 0 TODD COPELAND DIRECTOR 0.2 X 0 0 0 VICKI MCPHERSON DIRECTOR 0.2 X 0 0 0 WILLIAM REED ATKINS DIRECTOR 0.2 X 0 0 0 CHERYL JONES VICE PRESIDENT FOR PROGRAMS 37.5 X 129339 0 12852 HEATHER FOXWELL VICE PRESIDENT FOR FINANCE & ADMINISTRATION 37.5 X 111728 0 12735 531246 0 45869 3 false true false 0 13634 81720 7381966 593145 7477320 0 0 0 0 0 509696 0 219704 289992 0 0 5679550 0 5753966 1263 -74416 -1263 -75679 0 0 -75679 MISCELLANEOUS INCOME 900099 11229 0 0 11229 0 0 0 0 11229 7922566 0 219704 225542 69300 69300 1016020 1016020 0 0 310461 248100 24472 37889 3198131 2483767 294844 419520 539786 435542 37329 66915 253958 202249 17462 34247 45200 0 45200 0 75000 75000 90051 0 90051 0 189147 421 116226 72500 15646 3911 1483 10252 43917 18406 15824 9687 178673 101336 33883 43454 20245 18103 1516 626 117336 56167 35286 25883 19257 12532 4164 2561 21306 0 21186 120 SCHOOL EVENTS 72817 72817 0 0 REPAIRS & MAINTENANCE 14258 7560 2521 4177 STAFF RECOGNITION 11130 6018 3754 1358 BANK FEES 10315 0 10315 0 18675 12195 5557 923 6330629 4764444 761073 805112 2008888 1968084 441460 0 5709410 3830604 0 0 0 0 214326 161960 60138 52366 9612155 11448140 60863533 71936113 0 0 15907 78695584 89251214 304641 322145 0 0 0 15907 304641 338052 X 5823304 6018780 72567639 82894382 78390943 88913162 78695584 89251214 1591937 8930282 0 X false true true X 4002205 2841201 6866167 9239573 7477320 30426466 0 0 4002205 2841201 6866167 9239573 7477320 30426466 1684118 28742348 930898 1044730 477366 256072 289992 2999058 0 189605 484165 379389 219704 1272863 11698 0 1500 74233 11229 98660 34797047 0 0.82600 0.79370 X Schedule A, Part II ORGANIZATIONS RECEIVED ANY UNUSUAL GRANTS 2020 Name of Contributor: EPF DATE: 12/1/2020 Amount: 613,820 explanation: BEQUEST Schedule A, Part II ORGANIZATIONS RECEIVED ANY UNUSUAL GRANTS 2022 Name of Contributor: JB DATE: 06/30/2023 Amount: 2,500,000 explanation: ENDOWED SCHOLARSHIP FUND Name of Contributor: ELF DATE: 10/14/2022 Amount: 1,572,311 explanation: BEQUEST Schedule A, Part II ORGANIZATIONS RECEIVED ANY UNUSUAL GRANTS 2023 Name of Contributor: JB DATE: 12/1/2023 Amount: 70,000 explanation: ENDOWED SCHOLARSHIP FUND Name of Contributor: EPF DATE: 12/1/2023 Amount: 600,025 explanation: BEQUEST Schedule A, Part II ORGANIZATIONS RECEIVED ANY UNUSUAL GRANTS 2024 Name of Contributor: EPF DATE: 12/1/2024 Amount: 256,862 explanation: BEQUEST Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 11698.0, COLUMN B - 0.0, COLUMN C - 1500.0, COLUMN D - 74233.0, COLUMN E - 11229.0, COLUMN F - 98660.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75600689 4666058 9261521 3244601 86283667 65538373 6128090 6548286 2614060 75600689 59418875 4232110 4356426 2469038 65538373 65307002 945904 -4492765 2341266 59418875 52729651 978224 13830184 2231057 65307002 0.0444 0.5739 0.3817 false false 170417 145128 25289 43909 16832 27077 52366 Closely-held equity interests Financial derivatives PARTNERSHIPS, NET ASSET VALUE 71936113 F 71936113 Federal Income Taxes RIGHT OF USE LIABILITY 15907 15907 X 16927683 8930282 163623 1263 9095168 7832515 90051 0 90051 7922566 6405464 163623 1263 164886 6240578 90051 0 90051 6330629 Schedule D, Part V, Line 4 Intended uses of endowment funds TO PROVIDE OPERATING FUND TO FURTHER THE FOUNDATION'S EXEMPT PURPOSE. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. EXEMPT ORGANIZATIONS ARE SUBJECT TO TAX ON INCOME FROM REGULARLY CONDUCTED TRADE OR BUSINESS ACTIVITIES THAT ARE NOT SUBSTANTIALLY RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATIONS FOR THREE YEARS FROM THE DATE FILED. THIS PERIOD OF LIMITATIONS HAS EXPIRED FOR RETURNS FILED FOR TAX YEARS PRIOR TO 2021. MANAGEMENT CONTINUALLY EVALUATES TAX POSITIONS REFLECTED IN THE FOUNDATION'S TAX FILINGS AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 LOSS ON DISPOSAL OF ASSETS - 1263 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 LOSS ON DISPOSAL OF ASSETS - 1263 X X X X X X X true VIRGINIA FUNDRAISING CONSULTANTS 255 College Cross Unit 34 Norfolk VA 23510 ENDOWMENT CAMPAIGN false 3314455 75000 3239455 3314455 75000 3239455 VA true CHESAPEAKE BAY WINE CLASSIC FOUNDATION PO Box 1175 VIRGINIA BEACH VA 23451 541831607 501(C)(3) 69300 SCHOLARSHIPS 1 0 STUDENT SCHOLARSHIPS 521 1016020 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE FOUNDATION MONITORS THE USE OF FUNDS ACCORDING TO THE REQUIREMENTS OF THAT PARTICULAR GRANT. THE FOUNDATION TRACKS ALL PERSONNEL AND OTHER EXPENDITURES AND FOLLOWS THEIR GUIDELINES FOR TRAVEL IF PERSONNEL ARE REIMBURSED FOR TRAVEL EXPENSES. X X X X false false false false false false false false false BONNIE B SUTTON PRESIDENT & CEO 198883 0 90000 0 1296 0 10156 0 10126 0 310461 0 0 0 4 262861 Other - FMV 20 330284 Other - FMV 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions ACCESS COLLEGE FOUNDATION SELLS DONATED VEHICLES AT THE CHESAPEAKE BAY WINE CLASSIC GRAND AUCTION OR UTILIZES A BROKER TO SELL THE VEHICLES THAT ARE NOT SOLD AT AUCTION. Schedule M, Part I Explanations of reporting method for number of contributions Cars and other vehicles - THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Securities - Publicly traded - THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons BRUCE BRADLEY & AMANDA GIFT - Family relationship, FRANK BATTEN, JR. & CONRAD HALL - Business relationship, RICHARD LITTON and AMANDA GIFT - Business relationship, MEAGAN PECSOK AND RICHARD LITTON - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body ALTHOUGH FORM 990 HAS BEEN PROVIDED TO THE GOVERNING BODY, THERE WAS NO FORMAL PRESENTATION TO THE EXECUTIVE COMMITTEE PRIOR TO FILING THE RETURN. THE RETURN WOULD HAVE TO HAVE BEEN READY BY OCTOBER 15 TO ACCOMPLISH THAT. Form 990, Part VI, Line 12c Conflict of interest policy BY MARCH OF EACH FISCAL YEAR THE BOARD OF DIRECTORS IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE WEBSITE WWW.ACCESSCOLLEGE.ORG FORM 990, PART VI, LINE 15A & 15B PROCESS TO ESTABLISH COMP OF TOP MGMT OFFICIAL, OFFICERS OR KEs THE CHAIRMAN SENDS TO THE EXECUTIVE COMMITTEE "ASSESSMENT OF THE CHIEF EXECUTIVE - SHORT FORM" DEVELOPED SELF-EVALUATION BY THE NATIONAL CENTER FOR NONPROFIT BOARDS, AS WELL AS THE FOLLOWING DOCUMENTS: (1) A DOCUMENT THAT ADDRESSES MAJOR STRENGTHS, SIGNIFICANT PERSONAL AND PROGRAM ACHIEVEMENTS, AND ORGANIZATIONAL GOALS FOR THE COMING YEAR: (2) DOCUMENTS THAT COMPARE THE CEO'S OF ORGANIZATIONS SIMILAR TO ACCESS COLLEGE FOUNDATION, AND THE CEO'S OF OTHER SOUTH HAMPTON ROADS EXEMPT ORGANIZATIONS, AND A HISTORY OF CEO COMPENSATION PAID BY THE FOUNDATION SINCE 2000. THE EXECUTIVE COMMITTEE DISCUSSES AND EVALUATES PERSONAL AND PROGAM PERFORMANCE TO DETERMINE APPROPRIATE SALARY AND BENEFITS. THE CHAIRMAN ADVISES THE CEO OF ITS DETERMINATION. THE COMPENSATION ESTABLISHED BY THE EXECUTIVE COMMITTEE IS INCLUDED IN THE ORGANIZATION'S ANNUAL BUDGET. THE CHAIRMAN SENDS AN UPDATE ON THE COMPENSATION DETERMINATION TO THE FULL BOARD. FOR THE VICE PRESIDENT POSITIONS (PROGRAM, FINANCE, AND DEVELOPMENT), A DOCUMENT THAT COMPARES SIMILAR POSITIONS WITH NONPROFITS ACROSS THE REGION AND NATION IS PROVIDED TO THE FINANCE COMMITTEE FOR DISCUSSION AND THEN APPROPRIATE SALARIES ARE INCLUDED IN THE ANNUAL BUDGET FOR APPROVAL.