OPERATION ACHIEVE INDEPENDENCE INC: Form 990EZ, tax year 2023
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- Organization
- OPERATION ACHIEVE INDEPENDENCE INC (EIN 82-0903345)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-28
- IRS object ID
- 202430889349201313
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-28T16:05:06-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300889555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peterson CPA Firm PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 East Parkwood Ave | AddressLine1Txt |
| City | Friendswood | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820903345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATION ACHIEVE INDEPENDENCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPER | BusinessNameControlTxt |
| Phone | 2818257295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6314 BAYONNE DRIVE | AddressLine1Txt |
| City | SPRING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77389 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA JAMES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2818257295 | PhoneNum |
| Signature | 2024-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TINA | PersonFirstNm |
| Person Last | JAMES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DON PETERSON CPA | PreparerPersonNm |
| PTIN | P01860828 | PTIN |
| Phone | 2814821240 | PhoneNum |
| Preparation | 2024-03-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.OAICARES.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $59,767 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $32,349 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $263 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $27,155 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $13,016 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $14,139 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $46,751 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $67,708 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $425 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,078 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $235 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $28,295 | OtherExpensesTotalAmt |
| Total Expenses | $97,741 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$50,990 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $170,705 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $119,715 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,818 | BOYAmt |
| EOY | $117,044 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,822 | BOYAmt |
| EOY | $4,024 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,640 | BOYAmt |
| EOY | $121,068 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,935 | BOYAmt |
| EOY | $1,353 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,705 | BOYAmt |
| EOY | $119,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | ASSIST FOSTER CARE CHILDREN TO BE INDEPENDENT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | MENTORSHIP WHICH INCLUDED HELPING CHILDREN REACHING THE AGE OF 18 WITH JOB SKILLS, TRAINING, AND TIME AND MONEY MANAGEMENTSKILLS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $45,401 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,401 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TINA JAMES | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| LAURI KORENEK | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOE KORENEK | ||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| XIAODAN LIU | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| STACY SYRING | ||||
| SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| JAMES SMITH | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROYCE JAMES | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JESSICA PARKINSON | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA JAMES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6314 BAYONNE DRIVE | AddressLine1Txt |
| City | SPRING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77389 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2818257295 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,350 | CurrentTaxYearAmt |
| Total | $191,793 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $54,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,154 | CurrentTaxYearAmt |
| Total | $146,388 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,504 | CurrentTaxYearAmt |
| Total | $338,181 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $338,181 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263 | CurrentTaxYearAmt |
| Total | $337 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263 | CurrentTaxYearAmt |
| Total | $337 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,518 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SKEET SHOOT | Event1Nm |
| Gross Receipts Event1 | $25,979 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $25,979 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $207 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $9,576 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $25,979 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $25,979 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $207 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,576 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,783 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,196 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | EDUCATION AND CAREER SUPPORT 7629. |
| Form 990EZ, Part I, Line 16 | MENTORSHIP 2107. |
| Form 990EZ, Part I, Line 16 | TRAINING 66. |
| Form 990EZ, Part I, Line 16 | GROUP HOME SUPPORT 49. |
| Form 990EZ, Part I, Line 16 | TRANSITIONAL LIVING 1696. |
| Form 990EZ, Part I, Line 16 | BANK, CREDIT CARD AND OTHER FEES 68. |
| Form 990EZ, Part I, Line 16 | ADVERTISING 3317. |
| Form 990EZ, Part I, Line 16 | MEMBERSHIP 1049. |
| Form 990EZ, Part I, Line 16 | OFFICE EXPENSES 5094. |
| Form 990EZ, Part I, Line 16 | TRAVEL AND MEETINGS 2040. |
| Form 990EZ, Part I, Line 16 | Depreciation 0. |
| Form 990EZ, Part I, Line 16 | PAYROLL TAXES 5180. |
| Form 990EZ, Part II, Line 24 | HARDSHIP NOTES RECEIVABLE 477. 522. |
| Form 990EZ, Part II, Line 24 | OTHER CURRENT ASSETS 14. 0. |
| Form 990EZ, Part II, Line 24 | PREPAID EXPENSES 5331. 3502. |
| Form 990EZ, Part II, Line 26 | PAYROLL LIABILITIES 3935. 1353. |
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