2024-11-07T16:28:32-06:00 2024-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2023-07-01 813385281 ACHIEVE ENTERPRISE SERVICES INC ACHI 9283410335 3220-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 3220-A E 40TH STREET YUMA AZ 853657748 965421 0 X WWW.ACHIEVEHS.ORG X 2016 AZ ALTERNATIVE, ENVIRONMENTALLY SAFE SOLUTIONS AND COMPUTER TECHNOLOGY TRAINING AND SERVICES. 5 5 19 5 0 0 1234 140798 416406 608503 0 0 106767 216120 524407 965421 0 0 0 0 482458 638008 0 0 0 191209 170838 673667 808846 -149260 156575 460573 166029 481024 29905 -20451 136124 PROVIDE AN ARRAY OF TECHNOLOGY SERVICES EMPHASIZING ELECTRONIC REUSE, COMPUTER TECHNOLOGY AND COMMERCIAL BUSINESS NEEDS. 0 0 603311 824623 THE ORGANIZATION OFFERS AN ARRAY OF HIGH QUALITY COMMERCIAL SERVICES TO OUR BUSINESS AND RESIDENTIAL CLIENTS WHILE PROVIDING TECHNICAL TRAINING AND EMPLOYMENT OPPORTUNITIES FOR INDIVIDUAL COMMUNITY MEMBERS WITH DISABILITIES, INCLUDING WOUNDED WARRIORS. THESE SERVICES INCLUDE: ELECTRONIC RECYCLING AND REFURBISHING, CUSTODIAL, GROUNDS MAINTENANCE, SECURE DOCUMENT DESTRUCTION AND ARCHIVING. ENSURING THE QUALITY OF SERVICE DELIVERY IS SUPPORTED THROUGH WORLD-CLASS CERTIFICATIONS WITH ORGANIZATIONS SUCH AS NATIONAL ASSOCIATION FOR INFORMATION DESTRUCTION (NAID), INTERNATIONAL ORGANIZATIONAL STANDARDIZATION (ISO) AND INTERNATIONAL SANITARY SUPPLY ASSOCIATION (ISSA). THE ORGANIZATION PARTNERS WITH SEVERAL COMMUNITY BUSINESSES BY PERFORMING JANITORIAL AND GROUNDS MAINTENANCE SERVICES FOR THEIR RESPECTIVE FACILITIES INCLUSIVE OF SPECIALIZED SANITIZATION SERVICES. INDIVIDUAL COMMUNITY MEMBERS AS WELL AS THE BUSINESS SECTOR ALSO TAKE ADVANTAGE OF THE ORGANIZATION'S SECURED DOCUMENT DESTRUCTION AND ELECTRONIC RECYCLING AND REFURBISHMENT LINES OF BUSINESS BY EITHER UTILIZING THE SERVICE FOR A FEE OR THROUGH DONATING THEIR USED ELECTRONIC EQUIPMENT. THE USED ELECTRONICS ARE REFURBISHED AND PLACE BACK INTO SERVICE. 603311 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CAROL A CARR MBA 9283410335 3220-A E 40TH STREET YUMA AZ 853657748 CAROL A CARR PRESIDENT & CEO 10.00 40.00 X 0 244779 9044 TOM DEAGAN DIRECTOR 1.00 X 1947 0 0 EDWARD LOHMAN DIRECTOR 1.00 X 0 0 0 FILMORE TELLEZ DIRECTOR 1.00 2.00 X 0 1125 0 CHRIS CLEARY BOARD CHAIR 2.00 1.00 X X 0 0 0 MARY HARNEY VICE CHAIR 1.00 X X 0 0 0 SUSAN GLEASON SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 1947 245904 9044 0 0 1 0 0 140774 24 140798 JANITORIAL AND LANDSCAPING 811000 523732 523732 SECURE DATA DESTRUCTION SERVICES 900099 45771 45771 MANAGEMENT FEE 523940 39000 39000 608503 210639 0 210639 210639 OTHER INCOME 900099 5481 5481 5481 965421 824623 0 0 560527 458474 102053 40808 50 40758 36673 31841 4832 264 264 200 200 25023 11346 13677 85775 49403 36372 46202 46202 1734 280 1454 5801 5801 BAD DEBT EXPENSE 3343 3343 DUES AND LICENSES 2496 2108 388 808846 603311 205535 0 289509 30187 35967 28448 91163 82719 109880 87224 28457 22656 15477 2019 460573 166029 23069 29905 457955 0 481024 29905 X -20451 136124 -20451 136124 460573 166029 156575 0 X 0 1 X 1 1 1 X 9963 1903 1234 24 13124 346703 436472 364827 523173 824623 2495798 356666 436472 366730 524407 824647 2508922 0 21263 70478 21038 113360 40766 266905 21263 70478 21038 113360 40766 266905 2242017 940596 140774 1081370 356666 436472 1307326 524407 965421 3590292 0.62450 0.58190 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CONTRIBUTION FROM 509A2 ORGANIZATION - 2021 AMOUNT: $ 940,596. 2023 AMOUNT: $ 140,774. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109880 87224 22656 22656 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. 0 0 0 0 0 0 0 0 0 CAROL A CARR PRESIDENT & CEO 0 165000 0 62580 0 17199 0 0 0 9044 0 253823 0 0 PART I, LINE 3: THE ORGANIZATION'S CEO IS COMPENSATED BY ACHIEVE HUMAN SERVICES (AHS), A RELATED NONPROFIT ORGANIZATION. AHS UTILIZES FORMS 990 OF OTHER ORGANIZATIONS, A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. 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 ORGANIZATION HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF ITS RELATED ORGANIZATION ACHIEVE HUMAN SERVICES, INC. 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 OF THE ORGANIZATION IS COMPENSATED BY A RELATED ORGANIZATION, ACHIEVE HUMAN SERVICES, INC. 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 ACHIEVE HUMAN SERVICES, INC.'S FULL BOARD 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. ACHIEVE HUMAN SERVICES INC 3250-A E 40TH STREET YUMA AZ 85365 860354970 CHARITABLE AZ 501(C)(3) LINE 10 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0