ACHIEVE HUMAN SERVICES INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: ACHIEVE HUMAN SERVICES INC (EIN 86-0354970)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-01-21
IRS object ID: 201110219349301351
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-01-21T17:37:54-06:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUDWIG KLEWER & CO PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4783 E CAMP LOWELL DR	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85712	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	860354970	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE EXCEL GROUP	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	EXCE	NameControl
Phone	9283298995	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3250A EAST 40TH STREET	AddressLine1
City	YUMA	City
State	AZ	State
ZIP Code	85365	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CAROL CARR	Name
Title	CEO	Title
Phone	9283298995	Phone
Date Signed	2011-01-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CHRIS WM LUDWIG CPA	Name
Phone	5205450500	Phone
Date Prepared	2011-01-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	CAROL CARR CEO	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	3250A EAST 40TH STREET	AddressLine1
City	YUMA	City
State	AZ	State
ZIP Code	85365	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	10061939	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.EXCELGROUP.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1975	YearFormation
State Legal Domicile	AZ	StateLegalDomicile
Activity Or Mission Description	PROVIDES MENTAL HEALTH COUNSELING, TREATMENT AND EMPLOYMENT OPPORTUNITIES TO THE DEVELOPMENTALLY DISABLED AS WELL AS HOUSING FOR THESE CLIENTS. LEASES PROPERTIES TO ORGANIZATIONS THAT OPERATE FACILITIES DIRECTLY RELATED TO ADMINISTERING MENTAL HEALTH CARE FOR CHILDREN, ADULTS AND SUBSTANCE ABUSE RECOVERY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	473	TotalNbrEmployees
Total Gross UBI	16088	TotalGrossUBI
Net Unrelated Business Txbl Income	8107	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	16703961	ContributionsGrantsPriorYear
Contributions Grants Current Year	7903597	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	2573005	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1548295	ProgramServiceRevenueCY
Investment Income Prior Year	57097	InvestmentIncomePriorYear
Investment Income Current Year	37140	InvestmentIncomeCurrentYear
Other Revenue Prior Year	99173	OtherRevenuePriorYear
Other Revenue Current Year	156700	OtherRevenueCurrentYear
Total Revenue Prior Year	19433236	TotalRevenuePriorYear
Total Revenue Current Year	9645732	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	13422753	SalariesEtcPriorYear
Salaries Etc Current Year	6411219	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	5510018	OtherExpensePriorYear
Other Expenses Current Year	3099120	OtherExpensesCurrentYear
Total Expenses Prior Year	18932771	TotalExpensesPriorYear
Total Expenses Current Year	9510339	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	500465	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	135393	RevenuesLessExpensesCY
Total Assets BOY	12371292	TotalAssetsBOY
Total Assets EOY	11042196	TotalAssetsEOY
Total Liabilities BOY	5101791	TotalLiabilitiesBOY
Total Liabilities EOY	3637302	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	7269501	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	7404894	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDES MENTAL HEALTH COUNSELING, TREATMENT AND EMPLOYMENT OPPORTUNITIES TO THE DEVELOPMENTALLY DISABLED AS WELL AS HOUSING FOR THESE CLIENTS. LEASES PROPERTIES TO ORGANIZATIONS THAT OPERATE FACILITIES DIRECTLY RELATED TO ADMINISTERING MENTAL HEALTH CARE FOR CHILDREN, ADULTS AND SUBSTANCE ABUSE RECOVERY.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1667416	Expense
Description	SUBVENTION: SERVICES WERE PROVIDED FOR MENTAL HEALTH, ALCOHOL AND DRUG OUTPATIENT EVALUATION, COUNSELING ANDIN-PATIENT TREATMENT, AND SUBSTANCE ABUSE EDUCATION.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	2336198	Expense
Description	SERIOUSLY MENTALLY ILL: SERVICES WERE PROVIDED FOR IN-PATIENT TREATMENT, OUT-PATIENT EVALUATION, COUNSELING, DAY CARE AND CARE MANAGEMENT.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	458032	Expense
Description	CHILDREN'S SERVICES: SERVICES WERE PROVIDED FOR OUT-PATIENT COUNSELING AND IN-PATIENT TREATMENTS FOR CHILDREN.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	3428546	Expense
Description	OTHER PROGRAMS: SERVICES WERE PROVIDED IN THE AREAS OF FAMILY COUNSELING, EDUCATION, HUD PERMANENT HOUSING FOR THE SERIOUSLY MENTALLY ILL, AND EMPLOYMENT SERVICES FOR CLIENTS WITH SIGNIFICANT DISABILITIES.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	3428546	TotalOfOtherProgramServiceExp
Total Program Service Expense	7890192	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	98	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	473	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	true	InvestmentInJointVenture
Written Policy Or Procedure	true	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	THE ORGANIZATION	NamePerson
Telephone Number	9283298995	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3250A E 40TH STREET	AddressLine1
City	YUMA	City
State	AZ	State
ZIP Code	85365	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
EDWARD LOHMAN
CHAIR	1.00	X	X	0	0	0
SUSAN J GLEASON
TREASURER	1.00	X	X	0	0	0
CATHY REEVES
VICE CHAIR	1.00	X	X	0	0	0
MARION SHONTZ
DIRECTOR	1.00	X		0	0	0
ROBERT STEFFEN
DIRECTOR	1.00	X		0	0	0
THERESA FOX
DIRECTOR	1.00	X		0	0	0
DONALD K FOLTZ
DIRECTOR	1.00	X		0	0	0
RANDALL J CHAPMAN
DIRECTOR	1.00	X		0	0	0
GAIL PERRY
DIRECTOR	1.00	X		0	0	0
MARY EARLE
DIRECTOR	1.00	X		0	0	0
CAROL CARR
PRES/CEO	40.00		X	141820	0	5238
LORENA JAUREGUI
MED DIRECTOR	40.00			222181	0	1453	X
GEORGE O'CONNOR JR
PSYCHIATRIST	40.00			220997	0	1903	X
JAIME MICHEL
CHF MED OFCR	40.00			220486	0	8085	X
MEERA GANDHY
PSYCHIATRIST	40.00			205921	0	1504	X
JOSE MARTINEZ-CELAYA
CHF MED OFCR	40.00			131845	0	7418	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1143250	TotalReportableCompFromOrg
Total Other Compensation	25601	TotalOtherCompensation
Number Individuals GT100 K	6	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BLUE CROSS BLUE SHIELD
PO BOX 81049	PHOENIX	AZ	85069	HEALTH INS	546619
NETWORK ADMINISTRATORS
414 MAIN STREET SUITE 103	PORT JEFFERSON	NY	11777	HEALTH INS	377458
AZ PUBLIC SERVICE
PO BOX 2906	PHOENIX	AZ	85062	UTILITIES	198872
SSCIP
14902 N 73RD STREET	SCOTTSDALE	AZ	85260	EE BENEFITS	177055
FULTON DISTRIBUTING
53603 POLK STREET	COACHELLA	CA	92236	JANITORIAL SUPP	113731

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	5	NumberOfContractorsGT100K
Government Grants	7903597	GovernmentGrants
Noncash Contributions	43091	NoncashContributions
Total Contributions	7903597	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	FEES FOR SERVICES	Description
Total Revenue Column	1548295	TotalRevenueColumn
Related Or Exempt Function Income	1548295	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	1548295	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	53418	TotalRevenueColumn
Exclusion	$53,418	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	495249	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	338549	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	156700	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	156700	TotalRevenueColumn
Related Or Exempt Function Income	140612	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	16088	UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	61380	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	77658	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	-16278	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-16278	TotalRevenueColumn
Related Or Exempt Function Income	-16278	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	9645732	TotalRevenueColumn
Related Or Exempt Function Income	1672629	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	16088	UnrelatedBusinessRevenue
Exclusion	$53,418	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	139305	Total
Management And General	139305	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	4992780	Total
Program Services	4338573	ProgramServices
Management And General	654207	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	727142	Total
Program Services	633638	ProgramServices
Management And General	93504	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	551992	Total
Program Services	471696	ProgramServices
Management And General	80296	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	72491	Total
Program Services	32016	ProgramServices
Management And General	40475	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	69020	Total
Program Services	55900	ProgramServices
Management And General	13120	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	371785	Total
Program Services	240462	ProgramServices
Management And General	131323	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1146784	Total
Program Services	1040518	ProgramServices
Management And General	106266	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
MATERIALS AND SUPPLIES	319299	295399	23900
GENERAL EXPENSES	303033	222575	80458
TRANSPORTATION	277352	248279	29073
COMMUNICATION	249834	175451	74383
EQUIPMENT EXPENSE	198748	109160	89588

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	90774	Total
Program Services	26525	ProgramServices
Management And General	64249	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	9510339	Total
Program Services	7890192	ProgramServices
Management And General	1620147	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	88714	BOY
EOY	144348	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	678743	BOY
EOY	294595	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	1463615	BOY
EOY	928354	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	16018	BOY
EOY	11329	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	116015	BOY
EOY	27091	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	14060572	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	4429840	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	9997851	BOY
EOY	9630732	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	10336	BOY
EOY	5747	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	12371292	BOY
EOY	11042196	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1134559	BOY
EOY	716210	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	3213084	BOY
EOY	2689564	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	754148	BOY
EOY	231528	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	5101791	BOY
EOY	3637302	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	6364345	BOY
EOY	6599385	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	905156	BOY
EOY	805509	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	7269501	BOY
EOY	7404894	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	12371292	BOY
EOY	11042196	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14157458	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	13998253	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	15022191	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16703961	CurrentTaxYearMinus1Year
Current Tax Year	7903597	CurrentTaxYear
Total	67785460	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14157458	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	13998253	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	15022191	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16703961	CurrentTaxYearMinus1Year
Current Tax Year	7903597	CurrentTaxYear
Total	67785460	Total

Field	Value	IRS element (for citing)
Public Support Total170	67785460	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	74644	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	69313	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	68461	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	57097	CurrentTaxYearMinus1Year
Current Tax Year	53418	CurrentTaxYear
Total	322933	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year	15088	CurrentTaxYear
Total	15088	Total

Field	Value	IRS element (for citing)
Total Support	68123481	TotalSupport
Gross Receipts From Admissions Etc	10123599	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.99500	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.99620	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	918401	OtherCostOrOtherBasis
Book Value	918401	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	11078128	OtherCostOrOtherBasis
Depreciation	2818248	Depreciation
Book Value	8259880	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	392436	OtherCostOrOtherBasis
Depreciation	360145	Depreciation
Book Value	32291	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1225469	OtherCostOrOtherBasis
Depreciation	1002647	Depreciation
Book Value	222822	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	446138	OtherCostOrOtherBasis
Depreciation	248800	Depreciation
Book Value	197338	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	9630732	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
ACCRUED PAYROLL AND BENEFITS	$168,629
OTHER CURRENT LIABILITIES	$62,899

Field	Value	IRS element (for citing)
Total Of Amounts	231528	TotalOfAmounts
Total Revenue	9645732	TotalRevenue
Total Expenses	9510339	TotalExpenses
Excess Or Deficit For Year	135393	ExcessOrDeficitForYear
Excess Or Deficit Per FS	135393	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	9984281	TotRevenueEtcAuditedFinclStmt
Other Revenues	338549	OtherRevenues
Revenue Not Rptd F990	338549	RevenueNotRptdF990
Revenue Subtotal	9645732	RevenueSubtotal
Total Revenue Per Form990	9645732	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	9848888	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	338549	OtherExpensesIncluded
Expenses Not Rptd F990	338549	ExpensesNotRptdF990
Expenses Subtotal	9510339	ExpensesSubtotal
Total Expenses Per Form990	9510339	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	RENTAL EXPENSES REPORTED AS REVENUES 338,549 RENTAL EXPENSES -338,549
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	RENTAL EXPENSES REPORTED AS REVENUES 338,549
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	RENTAL EXPENSES 338,549

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg
LORENA JAUREGUI
222181	1453	223634	209986
GEORGE O'CONNOR JR
220997	1903	222900	167026
JAIME MICHEL
220486	8085	228571
MEERA GANDHY
205921	1504	207425	204054

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehicles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	2	NumberOfContributions
Noncash Contribs Rptd F990	43091	NoncashContribsRptdF990
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	PROVIDES MENTAL HEALTH COUNSELING, TREATMENT AND EMPLOYMENT OPPORTUNITIES TO THE DEVELOPMENTALLY DISABLED AS WELL AS HOUSING FOR THESE CLIENTS. LEASES PROPERTIES TO ORGANIZATIONS THAT OPERATE FACILITIES DIRECTLY RELATED TO ADMINISTERING MENTAL HEALTH CARE FOR CHILDREN, ADULTS AND SUBSTANCE ABUSE RECOVERY.
ALL OTHER ACHIEVEMENTS DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	OTHER PROGRAMS: SERVICES WERE PROVIDED IN THE AREAS OF FAMILY COUNSELING, EDUCATION, HUD PERMANENT HOUSING FOR THE SERIOUSLY MENTALLY ILL, AND EMPLOYMENT SERVICES FOR CLIENTS WITH SIGNIFICANT DISABILITIES.
SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS	FORM 990, PAGE 6, PART VI, LINE 4	THE ORGANIZATION REVISED ITS BYLAWS TO INCLUDE IN THEIR EXEMPT PURPOSE THE LEASING OF PROPERTIES TO ORGANIZATIONS THAT OPERATE FACILITIES DIRECTLY RELATED TO ADMINISTERING MENTAL HEALTH CARE TO CHILDREN AND ADULTS, AND INDIVIDUALS RECOVERING FROM SUBSTANCE ABUSE.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11	A DRAFT OF THE FORM 990 IS SUBMITTED TO MEMBERS OF THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW, AND UPON THEIR RECOMMENDATION FOR APPROVAL TO THE FULL BOARD, THE FORM 990 IS RELEASED FOR FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE ORGANIZATION HAS A WRITTEN POLICY REGARDING THE CONFLICTS OF INTEREST POLICY WHICH OUTLINES PROPER PROCEDURES FOR DEALING WITH ISSUES WITH STRICT RULES OF HONEST AND FAIR DEALING. THIS DISCLOSURE IS APPROVED AND SIGNED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS AND CHIEF EXECUTIVE OFFICER.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE CEO IS REVIEWED ANNUALLY BY THE PERSONNEL POLICY AND PROCEDURE COMMITTEE OF THE BOARD. SALARIES OF POSITIONS HELD IN SIMILAR NON-PROFIT ORGANIZATIONS OF EQUIVALENT SIZE ARE RESEARCHED FOR EQUITY. A RECOMMENDATION IS DEVELOPED AND SUBMITTED TO THE FULL BOARD FOR APPROVAL.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	SALARIES OF POSITIONS HELD IN SIMILAR NON-PROFIT ORGANIZATIONS OF EQUIVALENT SIZE ARE RESEARCHED FOR EQUITY. A RECOMMENDATION IS DEVELOPED AND SUBMITTED TO THE FULL BOARD FOR APPROVAL.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES THEIR CONFLICTS OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	HOTEL SAN CARLOS	BusinessNameLine1
Business Name Line2	LIMITED PARTNERSHIP	BusinessNameLine2

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3250A E 40TH STREET	AddressLine1
City	YUMA	City
State	AZ	State
ZIP Code	85365	ZIPCode

Field	Value	IRS element (for citing)
EIN	860763049	EIN
Primary Activity	RENTAL	PrimaryActivity
Legal Domicile State	AZ	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Predominant Income Type	RELATED	PredominantIncomeType
Share Of Total Income	-258	ShareOfTotalIncome
Share Of EOY Assets	2269	ShareOfEOYAssets
Disproportionate Allocations	false	DisproportionateAllocations
General Or Managing Partner	false	GeneralOrManagingPartner

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	true	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	true	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
HOTEL SAN CARLOS
D	489509
HOTEL SAN CARLOS
J	29472
HOTAL SAN CARLOS
R	93692