2024-11-08T14:41:35-06:00 2024-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2023-07-01 860354970 ACHIEVE HUMAN SERVICES INC ACHI 9283410335 3250-A E 40TH STREET YUMA AZ 853657748 CAROL A CARR PRESIDENT & CEO 9283410335 2024-11-07 1 1 KELLY L MELTZER CPA P00633511 5203214600 2024-11-07 2023 2024-10-15 13:58:12Z CAROL A CARR MBA 3250-A E 40TH STREET YUMA AZ 853657748 7934238 0 X WWW.ACHIEVEHS.ORG X 1975 AZ TO SUPPORT THE PERSONAL GROWTH AND DEVELOPMENT OF INDIVIDUALS WITH DISABILITIES. 6 5 183 6 0 0 158086 56019 7388164 7251979 -67435 4362 555041 621878 8033856 7934238 0 140774 0 0 4905707 5126053 0 0 0 3763789 4916836 8669496 10183663 -635640 -2249425 8760347 7427022 4788961 5431828 3971386 1995194 X OUR MISSION STATEMENT: TO EMPOWER THE INDIVIDUALS WE SERVE TO LIVE THEIR LIVES TO THEIR GREATEST POTENTIAL. OUR VISION STATEMENT: WE LEAD IN THE DEVELOPMENT AND DELIVERY OF INNOVATIVE PROGRAMS DESIGNED TO STRENGTHEN INDIVIDUALS AND BUILD STRONGER COMMUNITIES. 0 0 3815522 4559702 FEDERAL CONTRACT PROGRAM SERVICES: UNDER THE ABILITYONE PROGRAM, THE ORGANIZATION CONTRACTS WITH THE FEDERAL GOVERNMENT THAT AFFORDS THE EMPLOYMENT OF INDIVIDUALS WITH SIGNIFICANT DISABILITIES, INCLUSIVE OF WOUNDED WARRIORS. THE ORGANIZATION PROVIDES JANITORIAL, GROUNDS AND INVENTORY MANAGEMENT SERVICES FOR THE CUSTOMS AND BORDER PROTECTION (BORDER PATROL) AND THE YUMA PROVING GROUND (YPG). OVER 75% OF INDIVIDUALS EMPLOYED ON THESE CONTRACTS ARE INDIVIDUALS WITH SIGNIFICANT DISABILITIES. THE LONG-TERM GOAL IS TO PREPARE INDIVIDUALS FOR EMPLOYMENT OPPORTUNITIES IN A COMMUNITY INTEGRATED SETTING LEADING TO SELF-SUFFICIENCY AND INDEPENDENCE. 1904876 1373286 HOUSING SERVICES: THE ORGANIZATION, THROUGH ITS CONTRACT WITH THE ARIZONA DEPARTMENT OF HOUSING AND ARIZONA COMPLETE HEALTHCARE (AZCH) THE REGIONAL BEHAVIORAL HEALTH AUTHORITY (RBHA), PROVIDES HOUSING TO MORE THAN 180 INDIVIDUALS IN THE YUMA AND LA PAZ COMMUNITIES. THE HOUSING DEPARTMENT PROVIDES STRENGTH FOCUSED SERVICES TO ADULTS WHO HAVE A SERIOUS MENTAL ILLNESS AND THEIR FAMILIES. THE LONG-TERM GOAL OF HOUSING SERVICES IS TO PROVIDE A SAFE, CLEAN, AND AFFORDABLE HOME WHILE BECOMING MORE INDEPENDENT AND SELF SUFFICIENT THROUGH POTENTIAL EMPLOYMENT TRAINING AND OPPORTUNITIES. ALL HOUSING CLIENTS ARE PROVIDED CASE MANAGEMENT SERVICES THAT PROMOTES THEIR INDEPENDENCE AND SELF-SUFFICIENCY. 1952248 140774 1311774 EMPLOYMENT SERVICES: THE ORGANIZATION CURRENTLY CONTRACTS WITH THE STATE OF ARIZONA DEPARTMENT OF ECONOMIC SECURITY; DIVISION FOR DEVELOPMENTAL DISABILITIES AND REHABILITATION SERVICES ADMINISTRATION IN PROVIDING EMPLOYMENT SERVICES FOR INDIVIDUALS WITH A DISABILITY. THESE INCLUDE A VARIETY OF SERVICES SUCH AS GROUP SUPPORTED EMPLOYMENT, INDIVIDUAL SUPPORTED EMPLOYMENT, WORK ADJUSTMENT TRAINING, JOB DEVELOPMENT AND PLACEMENT, SUPPORTED EMPLOYMENT, ADULT DAY TRAINING AND TRANSPORTATION. MOST OF THESE SERVICES PAY THE INDIVIDUAL FOR ON-THE-JOB TRAINING WHILE OTHER SERVICES FOCUS ON INDEPENDENT LIVING SKILL DEVELOPMENT. THE LONG-TERM GOAL OF EMPLOYMENT SERVICES IS TO PREPARE AND TRAIN THESE INDIVIDUALS TO OBTAIN AND MAINTAIN COMMUNITY INTEGRATED EMPLOYMENT; BUILD SELF-SUFFICIENCY AND INDEPENDENCE. 1172687 608957 THE ORGANIZATION LEASES OUT FACILITIES TO OTHER NON-PROFIT ORGANIZATIONS WITH SIMILAR TAX-EXEMPT PURPOSES. FURTHER, THE ORGANIZATION IS THE 100% OWNER OF THE HOTEL SAN CARLOS LIMITED PARTNERSHIP (HOTEL). THE HOTEL WAS FORMED IN THE LATE 1990'S TO ACQUIRE, DEVELOP, OWN, AND OPERATE A 60-UNIT MULTI-FAMILY APARTMENT COMPLEX IN YUMA, ARIZONA. THE AFFORDABLE HOUSING PROVIDED BY THE HOTEL ALSO FURTHERS THE MISSION AND TAX-EXEMPT PURPOSE OF THE ORGANIZATION. 1172687 608957 8845333 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 61 0 1 183 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CAROL A CARR MBA 9283410335 3250-A E 40TH STREET YUMA AZ 853657748 CAROL A CARR PRESIDENT & CEO 40.00 10.00 X 244779 0 9044 ADRIEL D SAUCEDA CHIEF OPERATING OFFICER 40.00 X 111558 0 1972 ASHLEY HART DIRECTOR 1.00 X 14620 0 0 FILMORE TELLEZ BOARD CHAIR 2.00 1.00 X X 1125 0 0 JUDITH HILL DIRECTOR 1.00 X 0 0 0 SUSAN GLEASON PAST CHAIR 1.00 1.00 X X 0 0 0 CHRIS CLEARY VICE CHAIR 1.00 2.00 X X 0 0 0 MARION SHONTZ SECRETARY/TREASURER 1.00 X X 0 0 0 372082 0 11016 2 0 1 0 0 52556 3463 56019 FEDERAL CONTRACTS 624200 4559702 4559702 HOUSING 624200 1373286 1373286 EMPLOYMENT SERVICES 561300 1311774 1311774 HOTEL SAN CARLOS 532000 7217 7217 7251979 4362 4362 621878 0 621878 621878 601740 20138 7934238 7853719 0 24500 140774 140774 266527 224703 41824 3870895 3446407 424488 652758 639692 13066 335873 249875 85998 39000 39000 18250 3542 14708 95940 95940 380803 240317 140486 57049 22505 34544 380557 243930 136627 803932 644348 159584 451251 451251 75203 55414 19789 4608 4608 382687 346142 36545 163538 127107 36431 HOTEL SAN CARLOS EXPENS 1172687 1172687 SUBSIDIZED RENT 792418 792418 DUES AND LICENSES 58586 29648 28938 BAD DEBT EXPENSE 40327 14573 25754 10183663 8845333 1338330 0 968507 590111 379802 277856 1160072 1124643 81248 30733 43581 25559 12984545 7606425 5669181 5378120 457956 0 8760347 7427022 4033897 4731828 64 0 755000 700000 4788961 5431828 X 3971386 1995194 3971386 1995194 8760347 7427022 X -2249425 273233 X 0 1 X 1 1 1 X 90771 826983 85516 158086 56019 1217375 7918121 7950069 8431751 7922715 7853719 40076375 8008892 8777052 8517267 8080801 7909738 41293750 0 3563771 3903493 4204718 4347334 4401018 20420334 3563771 3903493 4204718 4347334 4401018 20420334 20873416 6258 26611 25885 26372 24500 109626 6258 26611 25885 26372 24500 109626 3710 3710 8018860 8803663 8543152 8107173 7934238 41407086 0.50410 0.61400 0.00260 0.00490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 501840 501840 10421105 5823921 4597184 1012376 783265 229111 1049224 999239 49985 5378120 X PART X, LINE 2: FINANCIAL STATEMENT ASC 740 FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH WILL BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. 1 ACHIEVE ENTERPRISE SERVICES INC 3220-A E 40TH STREET YUMA AZ 853657748 813385281 501(C)(3) 140774 0 OPERATIONAL SUPPORT 1 0 PART I, LINE 2: ACHIEVE HUMAN SERVICES, INC. GENERALLY DOES NOT MAKE GRANTS OR CONTRIBUTIONS TO OTHER OGRANIZATIONS. HOWEVER, IN THE FISCAL YEAR ENDED 06/30/2024, THE ORGANIZATION MADE A CONTRIBUTION TO RELATED ORGANIZATION ACHIEVE ENTERPRISE SERVICES, INC. TO SUPPORT PROGRAM SERVICES THAT ARE ALIGNED WITH THE ORGANIZATION'S EXEMPT PURPOSE. X X X X 0 0 0 0 0 0 0 0 0 CAROL A CARR PRESIDENT & CEO 165000 0 62580 0 17199 0 0 0 9044 0 253823 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990, INCLUDING ALL SCHEDULES, IS PROVIDED TO MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW. UPON THEIR RECOMMENDATION, THE DRAFT IS SUBMITTED FOR APPROVAL TO THE BOARD OF DIRECTORS. THE FORM 990 IS RELEASED FOR FILING AFTER IT IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS, OFFICERS AND EMPLOYEES MUST CONDUCT THEMSELVES IN THE BEST INTEREST OF THE ORGANIZATION, WITHOUT CONSIDERATION OF THEIR OWN PERSONAL INTERESTS. ANY POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED TO THE BOARD OF DIRECTORS OR THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE BOARD OF DIRECTORS WILL DISCUSS AND VOTE ON WHETHER A CONFLICT OF INTEREST HAS OCCURRED. THE MEETING MINUTES WILL REFLECT THE DECISION AND STATE THAT THE INDIVIDUAL IN QUESTION DID NOT PARTICIPATE IN THE VOTE. THE CHAIR OF THE BOARD OF DIRECTORS SENDS A COPY OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST QUESTIONNAIRE TO ALL MEMBERS OF THE BOARD, OFFICERS, AND EMPLOYEES TO BE COMPLETED AND RETURNED. THIS IS DONE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CHIEF EXECUTIVE OFFICER IS REVIEWED ANNUALLY BY THE PERSONNEL POLICY AND PROCEDURE COMMITTEE OF THE BOARD OF DIRECTORS. SALARIES OF POSITIONS HELD IN SIMILAR NON-PROFIT ORGANIZATIONS OF EQUIVALENT SIZE ARE RESEARCHED FOR EQUITY. A RECOMMENDATION IS DEVELOPED AND SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CONSOLIDATION WITH CALENDAR YEAR DISREGARDED ENTITY 273,233. HOTEL SAN CARLOS LP 3250-A E 40TH STREET YUMA AZ 85365 860763049 HOUSING AZ 27355 134806 ACHIEVE HUMAN SERVICES INC ACHIEVE ENTERPRISE SERVICES INC 3220-A E 40TH STREET YUMA AZ 85365 813385281 CHARITABLE AZ 501(C)(3) LINE 10 ACHIEVE HUMAN SERVICES INC 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 ACHIEVE ENTERPRISE SERVICES INC J 72000 RENT PAID ACHIEVE ENTERPRISE SERVICES INC M 480940 PAYMENTS FOR SERVICES ACHIEVE ENTERPRISE SERVICES INC B 140774 CONTRIBUTION PAID