2023-04-27T19:04:04-05:00 2022-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 90801 990 2021-07-01 954552419 THE ACHIEVABLE FOUNDATION ACHI 4242667476 100 CORPORATE POINTE 270 CULVER CITY CA 90230 CARMEN IBARRA CEO 4242667476 2023-04-12 1 CARMEN IBARRA 999009999 DONITA JOSEPH P00286656 5624351191 2023-04-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CARMEN IBARRA 100 CORPORATE POINTE 270 CULVER CITY CA 90230 4078549 0 X WWW.ACHIEVABLE.ORG X 1995 CA HEALTH CARE SERVICES TO VULNERABLE POPULATIONS 11 11 39 20 0 0 2103709 1844481 1879329 2146153 946 956 23427 38911 4007411 4030501 0 0 0 0 2770554 2761554 0 0 220272 1059964 1019390 3830518 3780944 176893 249557 2720341 2898358 1091152 1019612 1629189 1878746 PROVIDE HIGH QUALITY, INTEGRATED HEALTH CARE TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, THEIR FAMILIES, AND OTHER VULNERABLE POPULATIONS. 0 0 2797203 2146153 ORGANIZED TO PROVIDE HIGH QUALITY, WHOLE-PERSON, INTEGRATED HEALTH CARE TO 2,310 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, THEIR FAMILIES AND OTHER VULNERABLE POPULATIONS THROUGH 7,315 VISITS FOR SERVICES SUCH AS COVID-19 TESTING AND VACCINATIONS, WELL-CHILD VISITS AND BEHAVIORAL HEALTH COUNSELING. 2797203 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X MARIA NAZARIO CFO 4243415432 100 CORPORATE POINTE 270 CULVER CITY CA 90230 MICHELLE CATANZARITE CHIEF MEDICAL OFFICER 28.00 X 224156 0 7242 CARMEN IBARRA CHIEF EXECUTIVE OFFICER 45.00 X 191128 0 1308 MARIA NAZARIO CHIEF FINANCIAL OFFICER 45.00 X 118838 0 12114 STACEY SHUAI PHYSICIAN 40.00 X 178200 0 6567 MARK KURZMAN PHYSICIAN 35.00 X 173220 0 8870 JENNIFER BREITBART PHYSICIAN 12.00 X 174800 0 0 LAVEEZA BHATTI PHYSICIAN 20.00 X 121380 0 0 CHRISTOPHER BARRETT DIRECTOR OF OPERATIONS 45.00 X 107355 0 6534 KENT GRAHAM PRESIDENT 2.00 X X 0 0 0 TED TANNENBAUM VICE PRESIDENT 2.00 X X 0 0 0 ERIC CARR TREASURER 2.00 X X 0 0 0 NANCY LEONARDO SECRETARY 1.00 X X 0 0 0 JOHN CHAVEZ ASST. SECRETARY 1.00 X X 0 0 0 FRANCIS YEE BOARD MEMBER 1.00 X 0 0 0 GERALDINE CLARKE-FLOWERS BOARD MEMBER 1.00 X 0 0 0 ANIKA DUNCAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL GALPER BOARD MEMBER 1.00 X 0 0 0 SALLY HUGHES BOARD MEMBER 1.00 X 0 0 0 JACQUELINE JEAN-BAPTISTE BOARD MEMBER 1.00 X 0 0 0 1289077 0 42635 8 0 1 0 GREENWAY HEALTH PO BOX 203658 DALLAS TX 75320 ELECTRONIC HEALTH RECORD AND REVENUE CYC 133274 SLAUSON INVESTORS LLC PO BOX 74912 CLEVELAND OH 44194 HEALTH CENTER SUPPORT SITE LEASE AND CAM 120036 WESTSIDE REGIONAL CENTER 5901 GREEN VALLEY CIR STE 450 CULVER CITY CA 90230 HEALTH CENTER LEASE AND CAM 109808 3 74175 1243016 527290 18028 1844481 PATIENT SERVICES 621400 2146153 2146153 2146153 956 956 48790 74175 48048 742 742 LEASE BUY-OUT 900099 37500 37500 OTHER INCOME 900099 669 669 38169 4030501 2146153 0 39867 547455 281852 239902 25701 1828729 1431409 301871 95449 4000 3175 736 89 203898 168767 30820 4311 177472 131772 37200 8500 38790 25108 13682 157097 109050 18236 29811 6522 1688 898 3936 34015 9652 7702 16661 265021 193583 50262 21176 3350 1388 1575 387 18805 4144 14034 627 43379 43379 36861 26282 10579 CLINIC EXPENSES 322263 301728 13069 7466 COMMUNICATION 53182 47683 4798 701 STAFF RECRUITMENT & DEV 31352 15200 15915 237 OTHER OPERATING EXPENSE 8753 1343 2190 5220 3780944 2797203 763469 220272 1116694 1212113 1159243 1154792 43470 14847 253150 354807 672 452 499647 365773 133212 133874 13900 27473 2720341 2898358 307790 281821 92193 191399 461286 366392 229883 180000 1091152 1019612 X 1538074 1814426 91115 64320 1629189 1878746 2720341 2898358 249557 0 X 0 1 X 1 1 1 X 2127271 1164798 2062028 2103709 1844481 9302287 2127271 1164798 2062028 2103709 1844481 9302287 146036 9156251 18125 39872 47033 24412 956 130398 2513 742 3255 38169 38169 9474109 8074542 0.96640 0.96440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: LEASE BUY-OUT - 2021 AMOUNT: $ 37,500. OTHER INCOME - 2021 AMOUNT: $ 669. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 244179 155594 88585 255468 210179 45289 133874 MEDICAL CLAIMS SETTLEMENT 30000 EIDL 150000 180000 X 4030501 0 4030501 0 4030501 3780944 0 3780944 0 3780944 PART X, LINE 2: FIN 48 THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS A FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. FORM 990, PART X, LINE 25 - ECONOMIC INJURY DISASTER LOAN IN JULY 2020, THE ORGANIZATION RECEIVED AN ECONOMIC INJURY DISASTER LOAN (EIDL) UNDER THE SMALL BUSINESS ADMINISTRATION'S (SBA) ASSISTANCE PROGRAM IN LIGHT OF THE IMPACT OF THE COVID-19 PANDEMIC. PURSUANT TO THE EIDL AGREEMENT, THE ORGANIZATION RECEIVED A LOAN OF $150,000, TO BE USED FOR WORKING CAPITAL PURPOSES ONLY. PURSUANT TO THE EIDL AGREEMENT, THE ORGANIZATION EXECUTED; (I) A NOTE FOR THE BENEFIT OF THE SBA, WHICH CONTAINS CUSTOMARY EVENTS OF DEFAULT; AND (II) A SECURITY AGREEMENT, GRANTING THE SBA A SECURITY INTEREST IN ALL TANGIBLE AND INTANGIBLE PERSONAL PROPERTY OF THE ORGANIZATION, WHICH ALSO CONTAINS CUSTOMARY EVENTS OF DEFAULT. THE EIDL BEARS AN INTEREST RATE OF 2.75% PER ANNUM WHICH ACCRUES FROM THE DATE OF THE ADVANCE. THE BALANCE OF PRINCIPAL AND INTEREST IS PAYABLE THIRTY YEARS FROM THE DATE OF THE EIDL AGREEMENT. INSTALLMENT PAYMENTS OF $641, INCLUDING PRINCIPAL AND INTEREST, ARE DUE MONTHLY BEGINNING DECEMBER 2022. IT'S ACHIEVABLE! GALA 122965 74175 48790 24887 300 22861 122965 74175 48790 24887 300 22861 48048 742 X X X X 0 0 0 0 0 0 0 0 0 MICHELLE CATANZARITE CHIEF MEDICAL OFFICER 224156 0 0 0 0 0 0 0 7242 0 231398 0 0 0 CARMEN IBARRA CHIEF EXECUTIVE OFFICER 191128 0 0 0 0 0 0 0 1308 0 192436 0 0 0 STACEY SHUAI PHYSICIAN 178200 0 0 0 0 0 0 0 6567 0 184767 0 0 0 MARK KURZMAN PHYSICIAN 173220 0 0 0 0 0 0 0 8870 0 182090 0 0 0 JENNIFER BREITBART PHYSICIAN 174800 0 0 0 0 0 0 0 0 0 174800 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE HOW THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. AFTER THE FORM 990 IS PREPARED, THE FINANCE COMMITTEE IS PROVIDED A COPY OF THE DRAFT 990 FOR REVIEW AND IS ASKED TO RESPOND WITH ANY QUESTIONS, COMMENTS OR CHANGES. WHEN ALL QUESTIONS AND CONCERNS HAVE BEEN ADDRESSED BY THE FIRM ENGAGED TO PREPARE THE RETURN, A FINAL COPY IS THEN FORWARDED TO THE ENTIRE BOARD BEFORE IT IS SIGNED BY THE CEO AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. MEMBERS OF THE BOARD, OFFICERS, AND KEY EMPLOYEES FILL OUT AND SIGN AN ANNUAL CONFLICT OF INTEREST POLICY. IF POTENTIAL CONFLICTS ARISE, IT IS REVIEWED BY THE BOARD AND DECISIONS ARE MADE IN THE BEST INTEREST OF THE ORGANIZATION. ANY PAST POTENTIAL CONFLICTS OF INTEREST THAT MAY STILL EXIST ARE ALSO RECONSIDERED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A DESCRIBE THE PROCESS FOR DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR. THE BOARD APPROVED THE SALARY BASED ON COMPARABLE RATES OF OTHER CEOS. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, FORM 990 AND FORM 1023 AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS.