2025-10-22T13:34:52-05:00 2025-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2024-07-01 860354970 ACHIEVE HUMAN SERVICES INC ACHI 9283410335 3250-A E 40TH STREET YUMA AZ 853657748 CAROL A CARR PRESIDENT & CEO 9283410335 2025-10-15 1 0 KELLY L MELTZER CPA P00633511 5203214600 2025-10-15 2024 2025-03-06 01:10:19Z CAROL A CARR MBA 3250-A E 40TH STREET YUMA AZ 853657748 13692643 0 X WWW.ACHIEVEHS.ORG X 1975 AZ TO SUPPORT THE PERSONAL GROWTH AND DEVELOPMENT OF INDIVIDUALS WITH DISABILITIES. 4 2 174 4 0 0 56019 31869 7251979 6896876 4362 1737866 621878 4861697 7934238 13528308 140774 243262 0 0 5126053 5242673 0 0 0 4916836 3041436 10183663 8527371 -2249425 5000937 7427022 7678363 5431828 453897 1995194 7224466 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 1 4040350 4862247 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 AND THE YUMA PROVING GROUND. 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. 2255840 1656697 HOUSING SERVICES: THE ORGANIZATION, THROUGH ITS CONTRACT WITH THE ARIZONA DEPARTMENT OF HOUSING AND ARIZONA COMPLETE HEALTHCARE THE REGIONAL BEHAVIORAL HEALTH AUTHORITY, 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. 619621 243262 381287 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. 191748 4841496 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. THE HOTEL WAS SOLD IN JUNE 2025. 191748 4841496 7107559 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 59 0 1 174 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 1 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 ASHLEY HART DIRECTOR 1.00 X 18143 0 0 FILMORE TELLEZ BOARD CHAIR 2.00 1.00 X X 5577 0 0 SUSAN GLEASON VICE CHAIR 1.00 1.00 X X 0 0 0 MARION SHONTZ SECRETARY/TREASURER 1.00 X X 0 0 0 CAROL A CARR PRESIDENT & CEO 40.00 10.00 X 182193 0 8305 ADRIEL D SAUCEDA CHIEF OPERATING OFFICER 40.00 X 134024 0 272 339937 0 8577 2 0 1 0 0 2177 29692 31869 FEDERAL CONTRACTS 624200 4862247 4862247 HOUSING 624200 1656697 1656697 EMPLOYMENT SERVICES 561300 281932 281932 MANAGEMENT FEE 561000 96000 96000 6896876 2201 2201 541991 0 541991 541991 525145 16846 1900000 164335 1735665 1735665 1735665 FORGIVENESS OF DEBT FROM HSC 900099 4316351 4316351 MISCELLANEOUS REVENUE 900099 3355 3355 4319706 13528308 11741727 0 1754712 243262 243262 318793 294539 24254 4068655 3407074 661581 462201 462201 80449 36229 44220 312575 234415 78160 93127 20784 72343 102814 10000 92814 289207 196297 92910 12408 3493 8915 204288 95852 108436 603076 548683 54393 172269 137102 35167 36747 20223 16524 1920 1920 283343 188554 94789 165225 156529 8696 SUBSIDIZED RENT 782207 782207 HOTEL SAN CARLOS EXPENS 191748 191748 DUES AND LICENSES 62769 38079 24690 BAD DEBT EXPENSE 40288 40288 8527371 7107559 1419812 0 590111 1611900 277856 117205 1124643 1002389 30733 0 25559 13320 12213275 7279726 5378120 4933549 7427022 7678363 4731828 453897 700000 5431828 453897 X 1995194 7224466 1995194 7224466 7427022 7678363 X 5000937 228335 X 0 1 X 1 1 1 X 826983 85516 158086 56019 31869 1158473 7950069 8431751 7922715 7853719 7425376 39583630 8777052 8517267 8080801 7909738 7457245 40742103 0 3903493 4204718 4347334 4401018 4518353 21374916 3903493 4204718 4347334 4401018 4518353 21374916 19367187 26611 25885 26372 24500 19047 122415 26611 25885 26372 24500 19047 122415 4316351 4316351 8803663 8543152 8107173 7934238 11792643 45180869 0.42870 0.50410 0.00270 0.00260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 499185 499185 9674219 5451725 4222494 990647 807790 182857 1049224 1020211 29013 4933549 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 YUMA ENTERPRISE SERVICES INC 3220-A E 40TH STREET YUMA AZ 853657748 813385281 501(C)(3) 243262 0 OPERATIONAL SUPPORT 1 0 PART I, LINE 2: IN THE FISCAL YEAR ENDED 06/30/2025, THE ORGANIZATION MADE A CONTRIBUTION TO RELATED ORGANIZATION YUMA 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 182193 0 0 0 0 0 0 0 8305 0 190498 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION OPERATED A A 60-UNIT MULTI-FAMILY APARTMENT COMPLEX IN YUMA, ARIZONA THROUGH ITS OWNERSHIP IN THE HOTEL SAN CARLOS LIMITED PARTNERSHIP. THE AFFORDABLE HOUSING PROVIDED BY THE HOTEL SERVED TO FURTHER THE MISSION AND TAX-EXEMPT PURPOSE OF THE ORGANIZATION. THE HOTEL WAS SOLD IN JUNE, 2025. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO PROVIDE THAT BOARD MEMBERS SHALL SERVE TWO THREE-YEAR TERMS WITH THE OPPORTUNITY TO TRANSITION INTO AN EMERITUS STATUS. AT THE END OF THE ONE-YEAR, MEMBERS MAY BE ELIGIBLE FOR RE-ELECTION AND WILL BE REQUIRED TO REAPPLY. 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 228,335. HOTEL SAN CARLOS LP 3250-A E 40TH STREET YUMA AZ 85365 860763049 HOUSING AZ 6068863 11862 ACHIEVE HUMAN SERVICES INC YUMA 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 1 0 1 1 0 0 0 0 YUMA ENTERPRISE SERVICES INC J 81000 RENT PAID YUMA ENTERPRISE SERVICES INC L 96000 PAYMENTS FOR SERVICES YUMA ENTERPRISE SERVICES INC B 243262 CONTRIBUTION PAID