2024-05-13T11:50:14-05:00 2023-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2022-07-01 200022378 ACHIEVEMENT HOUSE INC ACHI 8052963350 3003 CUESTA COLLEGE ROAD SAN LUIS OBISPO CA 93405 CRYSTAL NEVOSH EXECUTIVE DIRECTOR 8052963350 2024-05-10 1 CRYSTAL NEVOSH 999009999 0 MICAL W BOVEE CPA P01023187 8055441441 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CRYSTAL NEVOSH 3003 CUESTA COLLEGE ROAD SAN LUIS OBISPO CA 93405 6868110 0 X ACHIEVEMENTHOUSE.ORG X 1957 CA PROVIDING VOCATIONAL TRAINING, DAY PROGRAM, AND COMMUNITY LIVING SERVICES THAT ENCOURAGE AND SUPPORT INDIVIDUALS WITH DISABILITIES SO THAT THEY MAY SUCCESSFULLY ACHIEVE THEIR PERSONAL AND PROFESSIONAL GOALS. 7 7 273 7 47114 39962 1051490 1023452 4619805 4864732 105168 107206 0 48748 5776463 6044138 462634 0 0 0 3685201 4347977 0 0 0 1190097 1287800 5337932 5635777 438531 408361 9220617 11743695 126140 699536 9094477 11044159 X PROVIDING VOCATIONAL TRAINING, DAY PROGRAM, AND COMMUNITY LIVING SERVICES THAT ENCOURAGE AND SUPPORT INDIVIDUALS WITH DISABILITIES SO THAT THEY MAY SUCCESSFULLY ACHIEVE THEIR PERSONAL AND PROFESSIONAL GOALS. 0 0 5146570 4913480 THE ORGANIZATION PROVIDES VOCATIONAL INSTRUCTION, DAY PROGRAMMING, AND COMMUNITY LIVING SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN SAN LUIS OBISPO AND NORTHERN SANTA BARBARA COUNTIES. THERE ARE THREE COMPONENTS TO THE VOCATIONAL PROGRAM, ALL OF WHICH ARE SUPPORTED BY A VOCATIONAL INSTRUCTOR TO ENSURE CLIENTS ARE SUCCESSFUL IN THEIR EMPLOYMENT PLACEMENT. THE FIRST STEP IN THE VOCATIONAL PROCESS IS THE WORK ACTIVITY PROGRAM WHICH OPERATES AS A SUBCONTRACTING BUSINESS. THE SECOND STEP IS THE SUPPORTED EMPLOYMENT PROGRAM, WHICH IS A COMMUNITY BASED GROUP PLACEMENT OF 3-4 INDIVIUDALS, HIRED BY A BUSINESS, TO FULFILL SPECIFIC JOB SERVICES. THE THIRD STEP IS THE INDIVIDUAL/DIRECT PLACEMENT PROGRAM IN WHICH AN INDIVIDUAL CLIENT IS HIRED DIRECTLY BY AN EMPLOYER TO PERFORM VARIOUS JOB DUTIES. THE ORGANIZATION ALSO OFFERS AN ACTIVITY CENTER AND COMMUNITY BASED DAY PROGRAM FOR DEVELOPMENTALLY DISABLED ADULTS THAT TEACHES DAILY LIVING SKILLS, WELLNESS ACTIVITIES, ADVOCACY, AND OTHER CREATIVE OUTLETS. THEIR COMMUNITY LIVING SERVICES PROGRAM TEACHES AND AIDS DEVELOPMENTALLY DISABLED ADULTS HOW TO LIVE INDEPENDENTLY IN THE COMMUNITY. 5146570 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 83 0 1 273 0 1 1 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X BRANDEE SNIDER 8052963350 1434 CHESTNUT STREET PASO ROBLES CA 93446 X DERRON DIKE PRESIDENT 2.00 X X 0 0 0 RICHARD BLAKE VICE PRESIDENT 2.00 X X 0 0 0 TERI ELMORE SECRETARY/TREASURER 2.00 X X 0 0 0 BILL ARBUCKLE DIRECTOR 2.00 X 0 0 0 AMY BAPSTISTE DIRECTOR 2.00 X 0 0 0 RYAN COWEN DIRECTOR 2.00 X 0 0 0 WENDY PURVIANCE DIRECTOR 2.00 X 0 0 0 CRYSTAL NEVOSH EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 173959 849493 806312 1023452 REHAB/SUPPORTED EMPLOY 624310 4864732 4864732 4864732 107206 47114 60092 872720 823972 48748 48748 6044138 4913480 47114 60092 3992461 3781377 211084 100717 94882 5835 254799 241328 13471 111216 111216 5505 5505 23250 23250 73064 67472 5592 8136 1968 6168 21784 19336 2448 52995 27468 25527 278706 275205 3501 213253 159940 53313 136613 123948 12665 FUEL 103764 100093 3671 TRANSPORTATION 45126 44891 235 DUMP FEES 39903 39903 REPAIRS & MAINTENANCE 39081 38836 245 135404 129923 5481 5635777 5146570 489207 0 X 758523 1123219 3104419 2596427 898943 1144828 699 3467 37497 14128 6246846 2842009 3657804 3404837 753042 759776 9690 2697013 9220617 11743695 126140 208359 0 491177 126140 699536 X 9084477 11034159 10000 10000 9094477 11044159 9220617 11743695 X 408361 1541321 0 X 0 1 X 1 0 X 190683 224550 183746 1147280 1023452 2769711 4524372 4390893 4450549 4619805 5737452 23723071 4715055 4615443 4634295 5767085 6760904 26492782 0 1163611 1310002 865223 1398986 1810035 6547857 1163611 1310002 865223 1398986 1810035 6547857 19944925 103013 108304 31332 9378 60092 312119 103013 108304 31332 9378 60092 312119 47114 47114 21109 21109 4818068 4723747 4686736 5776463 6868110 26873124 0.74220 0.75170 0.01160 0.01430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1325154 1325154 2704839 1381834 1323005 1422928 765312 657616 339548 321934 17614 454377 372929 81448 3404837 PARTNERSHIP INVESTMENT - MDC 759776 C 759776 DEPOSITS 9690 ASSETS HELD BY BGI 2199052 RIGHT OF USE ASSET - OPERATING LEASE 488271 2697013 OPERATING LEASE LIABILITY 491177 491177 6044138 0 6044138 0 6044138 5635777 0 5635777 0 5635777 X 806312 THRIFT 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 ACHIEVEMENT HOUSE, INC. PAYS NCI AFFILIATES, INC., A TAX-EXEMPT ORGANIZATION, A MANAGEMENT FEE OF $108,000 FOR USE OF THEIR EXECUTIVE DIRECTOR AND OTHER PAID EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR, AUDIT COMMITTEE, BOARD OF DIRECTORS, AND BOOKKEEPER REVIEW THE TAX RETURNS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR COMPLETES AND SIGNS A WRITTEN CONFLICT OF INTEREST DISCLOSURE DOCUMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A FORMAL REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS NOT COMPENSATED DIRECTLY BY THE ORGANIZATION, BUT THERE IS A MANAGEMENT SERVICES AGREEMENT FOR EXECUTIVE DIRECTOR SERVICES WITH NCI AFFILIATIES, INC. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART X LINE 15 DURING 2023, THE ORGANIZATION'S MANAGEMENT DETERMINED THAT THE CASH AND INVESTMENTS HELD BY BLUE GREEN INVESTMENTS, INC. BELONG TO THE ORGANIZATION. BLUE GREEN INVESTMENTS WAS ORIGINALLY FORMED TO SUPPORT, BENEFIT, AND CARRY OUT THE PURPOSES OF THE ORGANIZATION AND NCI AFFILIATES, INC. THROUGH INVESTMENTS ACTIVITIES AND GRANTS OF UNRESTRICTED EARNINGS. THE ORGANIZATION, ALONG WITH NCI AFFILIATES, INC. HAVE CONTROL OF BLUE GREEN INVESTMENTS THORUGH HOLDING A MAJORITY VOTING INTEREST - MEANS OTHER THAN SOLE CORPORATE OWNERSHIP - IN ADDITION TO HAVING AN ECONOMIC INTEREST IN BLUE GREEN INVESTMENTS. DUE TO THESE FACTORS, MANAGEMENT HAS DETERMINED THAT THE CASH AND INVESTMENTS HELD BY BLUE GREEN INVESTMENTS SHOULD BE INCLUDED AS ASSETS ON THE STATEMENTS OF NET POSITION OF THE ORGANIZATION. AS A RESULT, THE ORGANIZATION RECORDED A PRIOR YEAR RESTATEMENT TO INCREASE BEGINNING OF NET ASSETS AND BENEFICIAL INTEREST IN ASSETS HELD BY BLUE GREEN INVESTMENTS BY $1,699,052 AS OF JULY 1, 2022. THIS $1,699,052 RESTATEMENT IS INCLUDED IN THE TOTAL PRIOR PERIOD ADJUSTMENT OF $1,541,321 ON FORM 990 PART XI LINE 8. FORM 990 PART XI LINE 8 DURING 2023, THE ORGANIZATION IDENTIFIED THREE SITUATIONS REQUIRING PRIOR PERIOD ADJUSTMENTS. FIRST, THE ORGANIZATION RECOGNIZED ACCUMULATED DEPRECIATION RELATED TO PROPERTY AND EQUIPMENT THAT WAS UNDERSTATED FOR PREVIOUS YEARS. THIS RESULTED IN A PRIOR YEAR RESTATEMENT TO INCREASE ACCUMULATED DEPRECIATION AND DECREASED BEGINNING NET ASSETS AS OF JULY 1, 2022 BY $54,705. SECOND, THE ORGANIZATION IDENITIFIED REQUIRED CORRECTIONS TO INVOICES FROM 2022, RESULTING IN A PRIOR YEAR RESTATEMENT TO DECREASE ACCOUNTS RECEIVABLE AND BEGINNING NET ASSETS AS OF JULY 1, 2022 BY $103,026. THIRD, THE ORGANIZATION DETERMINED THAT THE CASH AND INVESTMENTS HELD BY A RELATED ENTITY, BLUE GREEN INVESTMENTS INC., SHOULD BE INCLUDED AS ASSETS ON THE STATEMENT OF NET POSITION. THIS RESULTED IN A PRIOR YEAR RESTATEMENT TO INCREASE BEGINNING NET ASSETS AND BENEFICIAL INTEREST IN ASSETS HELD BY BLUE GREEN INVESTMENTS INC. AS OF JULY 1, 2022 BY $1,699,052. BLUE GREEN INVESTMENTS INC 496 LINNE ROAD PASO ROBLES CA 93446 461792073 SUPPORT OF NCI AFFILIATES INC. AND ACHIEVEMENT HOUSE INC. CA 501(C)(3) LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0