2025-05-09T18:15:50-05:00 2024-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2023-07-01 954552419 THE ACHIEVABLE FOUNDATION ACHI 4242667480 100 CORPORATE POINTE 270 CULVER CITY CA 90230 CARMEN IBARRA CEO 4242667480 2025-05-09 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-04-22 2023 2025-03-06 01:10:19Z ACHIEVABLE HEALTH CARMEN IBARRA 100 CORPORATE POINTE 270 CULVER CITY CA 90230 8668962 0 X WWW.ACHIEVABLE.ORG X 1995 CA ACHIEVABLE HEALTH'S MISSION IS TO PROVIDE HIGH-QUALITY HEALTHCARE TO OUR COMMUNITY, WITH A SPECIALTY IN TREATING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 12 12 37 30 0 0 2195842 5525085 2277876 3074512 8749 43439 28591 -32588 4511058 8610448 0 0 0 0 3200223 3524053 0 0 259979 1180636 1276973 4380859 4801026 130199 3809422 4199637 8087326 2190692 2268959 2008945 5818367 ACHIEVABLE HEALTH'S MISSION IS TO PROVIDE HIGH-QUALITY HEALTHCARE TO OUR COMMUNITY, WITH A SPECIALTY IN TREATING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 0 0 3682774 3074512 ACHIEVABLE HEALTH PROVIDES HIGH QUALITY, WHOLE-PERSON, INTEGRATED HEALTH CARE TO 2,414 INDIVIDUALS THROUGH 8,324 PATIENT VISITS FOR SERVICES SUCH AS PEDIATRIC CARE, ADULT HEALTH CARE, PSYCHIATRIC CARE AND BEHAVIORAL HEALTH COUNSELING SERVICES. 3682774 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MARIA NAZARIO CFO 4243415432 100 CORPORATE POINTE 270 CULVER CITY CA 90230 ERIC CARR CHAIRMAN 3.00 X X 0 0 0 JOHN CHAVEZ SECRETARY 2.00 X X 0 0 0 TEDDY TANNENBAUM VICE-CHAIRMAN 2.00 X X 0 0 0 FRANCIS YEE TREASURER 2.00 X X 0 0 0 GERI CLARKE-FLOWERS DIRECTOR 1.00 X 0 0 0 ANIKA DUNCAN DIRECTOR 1.00 X 0 0 0 REINA FACTOR DIRECTOR 1.00 X 0 0 0 MIKE GALPER DIRECTOR 1.00 X 0 0 0 KENT GRAHAM DIRECTOR (THRU 08/2023) 1.00 X 0 0 0 SALLY HUGHES DIRECTOR 1.00 X 0 0 0 ALAN KENNEY DIRECTOR (THRU 06/2024) 2.00 X 0 0 0 ELI MINGAIL DIRECTOR 1.00 X 0 0 0 DIANE PAYLOR DIRECTOR 1.00 X 0 0 0 CONNIE RIVERA DIRECTOR 1.00 X 0 0 0 CARMEN IBARRA CHIEF EXECUTIVE OFFICER 45.00 X 217280 0 1515 MICHELLE CATANZARITE CHIEF MEDICAL OFFICER 38.00 X 249173 0 1288 MARIA NAZARIO CHIEF FINANCIAL OFFICER 45.00 X 152896 0 7806 MARK KURZMAN PHYSICIAN 38.00 X 225818 0 7715 STACEY SHUAI PHYSICIAN 40.00 X 187285 0 6940 CHRISTOPHER BARRETT CHIEF OPERATING OFFICER 45.00 X 123831 0 7279 LAVEEZA BHATTI PHYSICIAN 20.00 X 125846 0 1325 JENNIFER BREITBART PHYSICIAN 12.00 X 128342 0 0 1410471 0 33868 10 0 1 0 WILLIAM ROBERTSON DESIGN BUILD LABS 2401 22ND ST SANTA MONICA CA 90405 DESIGN & CONSTRUCTION OF NEW HEALTH CENT 1802511 GREENWAY HEALTH PO BOX 203658 DALLAS TX 753203658 EHR & REVENUE CYCLE MANAGEMENT 196410 2 153501 1564197 3807387 26291 5525085 PATIENT SERVICES 621400 3074512 3074512 3074512 43439 43439 25125 153501 58514 -33389 -33389 OTHER INCOME 900099 801 801 801 8610448 3074512 0 10851 682986 386015 228190 68781 2117451 1718535 311730 87186 207037 138831 55146 13060 298018 235549 46592 15877 218561 165127 40536 12898 66556 39718 26838 222538 192540 14804 15194 41104 28510 4074 8520 26666 14202 7024 5440 321470 224294 69710 27466 459 156 266 37 14866 14866 31766 31766 48378 41042 3668 3668 CLINIC EXPENSES 360074 360074 COMMUNICATION 60067 56035 3419 613 OTHER OPERATING EXPENSE 46649 14354 31410 885 STAFF RECRUITMENT & DEV 36380 36026 354 4801026 3682774 858273 259979 1387327 563183 1171988 3486168 108396 1757844 153562 869451 41248 709366 430047 107530 279319 1270834 1090113 4199637 8087326 337723 370822 5000 418404 317181 1429565 1580956 2190692 2268959 X 1922806 4522650 86139 1295717 2008945 5818367 4199637 8087326 3809422 0 X 0 1 X 1 1 1 X 2062028 2103709 1844481 2195842 5525085 13731145 2062028 2103709 1844481 2195842 5525085 13731145 13731145 47033 24412 956 8749 43439 124589 2513 742 3255 38169 53785 801 92755 13951744 10807788 0.98420 0.97400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: LEASE BUY-OUT - 2021 AMOUNT: $ 37,500. OTHER INCOME - 2021 AMOUNT: $ 669. 2022 AMOUNT: $ 1,520. 2023 AMOUNT: $ 801. HRSA PRIOR FUNDING DRAWDOWN - 2022 AMOUNT: $ 47,977. CA EDD REIMBURSEMENT - 2022 AMOUNT: $ 4,288. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 20000 20000 0 PART II-B, LINE 1: THE ORGANIZATION CONTRIBUTED $20,000 FOR THE CA PROP 34 BALLOT MEASURE. VOLUNTEERS PARTICIPATED IN CPCA CALLS TO DISCUSS ROLL OUT OF THE CAMPAIGN AND PREPARED SOCIAL MEDIA POSTS ANNOUNCING PROP 35. 244179 198232 45947 261632 231815 29817 203555 203555 279319 SECURITY DEPOSITS 77870 RIGHT OF USE OF ASSET 1012243 1090113 OPERATING LEASE LIABILITY 1180956 REFUNDABLE ADVANCE 400000 1580956 X 8610448 0 8610448 0 8610448 4801026 0 4801026 0 4801026 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. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE ORGANIZATION MADE INTEREST ONLY PAYMENTS BASED UPON INSTRUCTIONS BY THE SBA. THE TOTAL BALANCE OF PRINCIPAL AND ANY UNPAID INTEREST IS PAYABLE 30 YEARS FROM THE DATE OF THE EIDL AGREEMENT WITH FINAL PAYMENT DUE JULY 2050. GALA 178626 153501 25125 32458 26056 178626 153501 25125 32458 26056 58514 -33389 X X X X X 0 0 0 0 0 0 0 0 0 MICHELLE CATANZARITE CHIEF MEDICAL OFFICER 249173 0 0 0 0 0 1125 0 163 0 250461 0 0 0 MARK KURZMAN PHYSICIAN 225818 0 0 0 0 0 975 0 6740 0 233533 0 0 0 CARMEN IBARRA CHIEF EXECUTIVE OFFICER 217280 0 0 0 0 0 1352 0 163 0 218795 0 0 0 STACEY SHUAI PHYSICIAN 187285 0 0 0 0 0 650 0 6290 0 194225 0 0 0 MARIA NAZARIO CHIEF FINANCIAL OFFICER 152896 0 0 0 0 0 507 0 7299 0 160702 0 0 0 X 1 7563 FAIR MARKET VALUE X DONATED AUCTION ITEMS 31 18728 FAIR MARKET VALUE 0 1 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 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 THE BOARD APPROVED THE SALARY BASED ON COMPARABLE RATES OF OTHER CEOS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS.