Form 990 for tax year 2023

Filed by ACHIEVEKIDS.

Totals

Total revenue: $11,416,585
Total expenses: $11,200,678
Contributions and grants received: $580,971
Grants paid: $0
Program service revenue: $10,691,451
Investment income: $65,169
Other revenue: $78,994
Total assets, end of year: $11,355,778
Total liabilities, end of year: $2,904,918
Net assets or fund balances, end of year: $8,450,860
Program services expenses (Part IX): $9,406,116
Management and general expenses: $1,573,677
Fundraising expenses: $220,885
Program service expenses (Part III): $9,406,116

Program services were 84.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1c · Fundraising events

$74,875
1e · Government grants (contributions)

$40,695
1f · All other contributions, gifts and grants

$465,401
1g · Noncash contributions included above

$209,428
2a · Program service revenue: SPECIAL EDUCATION SERVICES

total $9,456,296 · related or exempt $9,456,296
2b · Program service revenue: MENTAL HEALTH SERVICES

total $1,072,073 · related or exempt $1,072,073
2c · Program service revenue: VOCATIONAL SERVICES

total $163,082 · related or exempt $163,082
3 · Investment income

total $65,169 · excluded $65,169
6a · Gross rents

real property $50,644
6b · Less rental expenses

real property $0
6c · Rental income or loss

real property $50,644
6d · Net rental income or loss

total $50,644 · excluded $50,644
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$74,875
8b · Fundraising events: direct expenses

$13,126
8c · Net income from fundraising events

total -$13,126 · excluded -$13,126
11a · Other revenue: MISC. INCOME

total $41,476 · excluded $41,476
11e · Other revenue, total

$41,476

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $321,891 · program services $263,119 · management and general $51,149 · fundraising $7,623
7 · Other salaries and wages

total $5,541,822 · program services $4,529,974 · management and general $880,601 · fundraising $131,247
8 · Pension plan contributions

total $103,432 · program services $85,935 · management and general $15,438 · fundraising $2,059
9 · Other employee benefits

total $1,302,115 · program services $1,104,562 · management and general $170,423 · fundraising $27,130
10 · Payroll taxes

total $487,853 · program services $396,046 · management and general $80,163 · fundraising $11,644
11b · Fees: legal

total $18,785 · management and general $18,785
11c · Fees: accounting

total $123,784 · program services $32,098 · management and general $91,514 · fundraising $172
11g · Fees: other

total $575,778 · program services $572,271 · management and general $3,507
12 · Advertising and promotion

total $7,695 · program services $4,828 · management and general $2,867
16 · Occupancy

total $364,817 · program services $321,100 · management and general $38,568 · fundraising $5,149
19 · Conferences, conventions and meetings

total $57,933 · program services $45,756 · management and general $10,300 · fundraising $1,877
20 · Interest

total $66,850 · program services $55,485 · management and general $10,028 · fundraising $1,337
22 · Depreciation, depletion and amortization

total $301,425 · program services $250,628 · management and general $44,821 · fundraising $5,976
23 · Insurance

total $125,277 · program services $101,431 · management and general $21,442 · fundraising $2,404
24a · Other expenses: STUDENT TRANSPORTATION

total $1,018,547 · program services $1,005,600 · management and general $12,493 · fundraising $454
24b · Other expenses: SUPPLIES

total $557,709 · program services $478,621 · management and general $70,349 · fundraising $8,739
24c · Other expenses: REPAIRS AND MAINTENANCE

total $196,088 · program services $153,479 · management and general $38,225 · fundraising $4,384
24d · Other expenses: MISCELLANEOUS

total $9,395 · program services $663 · management and general $5,083 · fundraising $3,649
24e · All other expenses

total $19,482 · program services $4,520 · management and general $7,921 · fundraising $7,041

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $2,066,692 · end of year $2,502,505
2 · Savings and temporary cash investments

beginning of year $533,271 · end of year $564,583
3 · Pledges and grants receivable

beginning of year $15,155 · end of year $30,521
4 · Accounts receivable

beginning of year $1,646,528 · end of year $1,261,450
9 · Prepaid expenses and deferred charges

beginning of year $80,620 · end of year $149,293
10a · Land, buildings and equipment: cost or other basis

$9,758,251
10b · Land, buildings and equipment: accumulated depreciation

$4,630,859
10c · Land, buildings and equipment, net

beginning of year $5,234,907 · end of year $5,127,392
11 · Investments: publicly traded securities

beginning of year $1,362,926 · end of year $1,649,006
12 · Investments: other securities

end of year $71,028
17 · Accounts payable and accrued expenses

beginning of year $971,536 · end of year $935,826
23 · Secured mortgages and notes payable

beginning of year $2,012,004 · end of year $1,969,092
27 · Net assets without donor restrictions

beginning of year $6,877,279 · end of year $7,096,688
28 · Net assets with donor restrictions

beginning of year $1,079,280 · end of year $1,354,172

Mission and programs · 2023

Mission

ACHIEVEKIDS SCHOOLS PROVIDE INDIVIDUALIZED AND MULTI-DISCIPLINARY PROGRAMS THAT DELIVER SPECIAL EDUCATION, MENTAL HEALTH, AND FAMILY SUPPORT SERVICES FOR STUDENTS AGES 5 TO 22 WHO HAVE COMPLEX AND OFTEN SEVERE DEVELOPMENTAL, EMOTIONAL, AND BEHAVIORAL CHALLENGES. THE PRIMARY MISSION OF ACHIEVEKIDS IS TO CREATE A GREATER OPPORTUNITY IN THE LIVES OF STUDENTS IN SPECIAL EDUCATION THROUGH EXCEPTIONAL SCHOOLS AND COLLABORATIVE EDUCATIONAL SERVICES THAT ENABLE STUDENTS WITH SPECIAL NEEDS TO THRIVE.

Activities or mission (Part I)

SPECIAL EDUCATION DAY SCHOOLS AND SPECIAL EDUCATION SERVICES FOR STUDENTS WITH DISABILITIES. PROVIDE EDUCATIONAL, THERAPEUTIC, BEHAVIORAL, AND RELATED SERVICES FOR STUDENTS WITH SOCIAL, EMOTIONAL & BEHAVIORAL DIFFICULTIES FOR AGES 5 TO 22.

SPECIAL EDUCATION: ACHIEVEKIDS OPERATES TWO NON-PUBLIC SCHOOLS LOCATED IN PALO ALTO AND EAST SAN JOSE. WE SERVE OVER 100 ELEMENTARY AND SECONDARY EDUCATION STUDENTS FROM FOUR BAY AREA COUNTIES. ACHIEVEKIDS PROVIDES DYNAMIC AND INNOVATIVE EDUCATION SERVICES FOR STUDENTS IN SPECIAL EDUCATION. THROUGH A COMMUNITY OF ACCEPTANCE AND RESPECT, ACHIEVEKIDS SPECIALIZES IN CREATING LEARNING FOR STUDENTS WITH SEVERE EMOTIONAL, LEARNING, AND/OR DEVELOPMENTAL DISABILITIES. OUR DEDICATED TEACHERS, PARAPROFESSIONALS, BEHAVIORAL HEALTH TEAM, AND SPEECH THERAPISTS WORK COLLABORATIVELY TO CREATE OPPORTUNITY AND INDEPENDENCE IN THE LIVES OF OUR STUDENTS. THIS INTERDISCIPLINARY TEAM BECOMES A SKILLFUL PROBLEM SOLVING GROUP THAT INSTRUCTS AND GUIDES STUDENTS TOWARD GREATER INDEPENDENCE AND SELF-RELIANCE, ENABLING A PATH TO A BRIGHTER FUTURE. WASC ACCREDITED, ACHIEVEKIDS IS A LEARNING ORGANIZATION, WHERE ALL OF OUR COMMUNITY LEARNS AND GROWS. ACHIEVEKIDS IS A MEMBER OF CALIFORNIA ASSOCIATION OF PRIVATE SPECIAL EDUCATION SCHOOLS. FOR MORE INFORMATION GO TO WWW.CAPSES.COM, OR VISIT OUR WEBSITE, WWW.ACHIEVEKIDS.ORG.HIGHLY INDIVIDUALIZED AND SPECIALIZED PROGRAMS: WE USE A MULTI-DISCIPLINARY COLLABORATIVE APPROACH, BLENDING BEST PRACTICES FROM THE FIELDS OF SPECIAL EDUCATION, BEHAVIORAL HEALTH, SPEECH AND LANGUAGE, AND VOCATIONAL EDUCATION TO DEVELOP HIGHLY INDIVIDUALIZED CURRICULA AND TEACHING APPROACHES. OUR PROGRAM IS INDIVIDUALIZED TO EACH STUDENT, AND OUR APPROACHES ARE FOCUSED ON POSITIVE PRACTICES, SKILL DEVELOPMENT, ENHANCING COMMUNICATION, SOCIAL-EMOTIONAL LEARNING, AND COMMUNITY INTEGRATION. WE ARE A DATA-DRIVEN ORGANIZATION THAT MAKES CURRICULAR AND INSTRUCTIONAL DECISIONS BASED ON DATA SYSTEMS TO HELP OUR STUDENTS AND COMMUNITY GROW. THROUGH THIS MULTI-FACETED APPROACH, THE GOAL IS TO TEACH OUR STUDENTS THE SKILLS NECESSARY TO RETURN TO FIND SUCCESS BEYOND OUR DOORS. THIS CAN LOOK DIFFERENT FOR DIFFERENT STUDENTS, AND INCLUDES RETURNING TO THEIR PUBLIC SCHOOL OR A LESS RESTRICTIVE ENVIRONMENT, OR FINDING POST-SECONDARY OPTIONS APPROPRIATE FOR THAT INDIVIDUAL. OUR GOAL IS TO CREATE OPPORTUNITY WITHIN THE LIVES OF OUR STUDENTS, AND HELP STUDENTS FIND SUCCESS IN THEIR COMMUNITIES.HIGHLY QUALIFIED STAFF: BOTH SCHOOLS ARE COMPOSED OF EXPERIENCED, HIGHLY QUALIFIED PROFESSIONALS FROM VARYING DOMAINS. SPECIAL EDUCATION TEACHERS, MENTAL HEALTH THERAPISTS, SPEECH AND LANGUAGE PATHOLOGISTS, BOARD CERTIFIED BEHAVIOR ANALYSTS, VOCATIONAL AND TRANSITION COORDINATORS, AND PROGRAM COUNSELORS MAKE UP OUR PROFESSIONAL STAFF AND ENCOMPASS OUR COLLABORATIVE APPROACH TO HELPING MEET THE NEEDS OF OUR STUDENTS.

Expenses $8,610,088 · Revenue $9,456,296
BEHAVIORAL HEALTH: ACHIEVEKIDS IS COMMITTED TO A POSITIVE SCHOOL CLIMATE DESIGNED FOR INDIVIDUAL AND COMMUNITY LEARNING. TO MEET THE NEEDS OF OUR STUDENTS, WE HAVE A BEHAVIORAL HEALTH DEPARTMENT THAT HAS PROFESSIONALS FROM THE MENTAL HEALTH FIELD (MFT'S, MSW'S, LPCC'S) AND BEHAVIOR ANALYTICS (BCBA'S AND THOSE TRAINING TOWARDS BCBA). THIS DIVERSE SET OF PROFESSIONALS AND EXPERTISE ALLOWS US TO ADAPT AND MEET THE INDIVIDUAL NEEDS OF OUR STUDENTS. USING A VARIETY OF EVIDENCED-BASED THERAPEUTIC APPROACHES, MH AND ABA THERAPISTS CONDUCT INDIVIDUAL, GROUP, AND FAMILY THERAPY. THERAPISTS WORK COLLABORATIVELY WITH CLASSROOMS TO ENSURE A CONSISTENT APPROACH WITH MEASURED SOCIAL-EMOTIONAL AND BEHAVIORAL LEARNING. DATA DRIVEN, WE INFORM OUR INSTRUCTIONAL PRACTICES AND POSITIVE BEHAVIORAL SUPPORTS WITH THE COLLECTION OF A VARIETY OF DATA POINTS, INCLUDING ACADEMIC, BEHAVIORAL, AND SOCIAL-EMOTIONAL.

Expenses $647,398 · Revenue $1,072,073
TRANSITION: TRANSITION STARTS FROM THE DAY WE MEET A STUDENT AND FAMILY. HELPING PREPARE A STUDENT WITH THE SKILLS NECESSARY TO BE SUCCESSFUL WITHIN THEIR COMMUNITIES IS IMPORTANT FOR THEIR LIFE-LONG SUCCESS. THE ACHIEVEKIDS TEAM APPROACHES HELPING MAKE SUCCESSFUL TRANSITIONS THROUGH A VARIETY OF MEANS, INCLUDING INDIVIDUALIZED ACADEMIC INSTRUCTION, A FOCUS ON ENHANCING NEEDED HARD AND SOFT SKILLS, AND BY HELPING IDENTIFY AND DEVELOP TOOLS NECESSARY TO NAVIGATE CHALLENGES THE STUDENT IS EXPERIENCING. IN ADDITION, ACHIEVEKIDS HAS A WELL-DEVELOPED VOCATIONAL EDUCATION PROGRAM, WHICH INCLUDES COURSEWORK, VOCATIONAL TRAINING, JOB COACHING, JOB PLACEMENTS, AND INTEGRATION INTO THE COMMUNITY FOR EXPERIENCE.VOCATIONAL PROGRAM: THE VOCATIONAL EDUCATION PROGRAM PROVIDES PRE-EMPLOYMENT TRAINING TO ALL OF OUR STUDENTS AND WORK EXPERIENCE (CALIFORNIA DEPARTMENT OF EDUCATION - WORKABILITY 1 PROGRAM) FOR STUDENTS FROM AGES 14 TO 22, REGARDLESS OF THEIR SPECIFIC LEVEL OF CAPABILITY. AS A VITAL PART OF ACHIEVEKIDS' CURRICULUM, VOCATIONAL EDUCATION PROVIDES A POSITIVE, ENCOURAGING, AND HIGHLY STRUCTURED PROGRAM AFFORDING STUDENTS WITH OPPORTUNITIES TO LEARN VALUABLE WORK AND LIFE SKILLS.COACHING FOR SUCCESS: STUDENTS WORK CLOSELY WITH A JOB COACH ON A JOB. THEIR JOB COACH TRAINS THE STUDENTS, COACHES AND PROVIDES FEEDBACK AT THE SITE, WORKS WITH THE JOB MANAGER AROUND WHAT SKILLS MAY NEED REFINING, AND PROVIDES FEEDBACK TO CLASSROOMS FOR INTEGRATION OF SKILLS. AS A STUDENT BEGINS TO DISPLAY MASTERY, JOB COACHES PHASE OUT TO FOSTER INDEPENDENCE IN SKILLS.SKILLS FOR SPECIFIC SOCIAL SITUATIONS: VOCATIONAL EDUCATION GIVES STUDENTS OPPORTUNITIES TO DEVELOP CORE JOB SKILLS THAT WILL HELP THEM INTERACT WITH THE TYPICAL WORKFORCE; DEVELOP SOCIAL SKILLS; LEARN INDEPENDENT LIVING SKILLS AND SIMULTANEOUSLY RAISE AWARENESS OF HOW PEOPLE WITH DISABILITIES CAN THRIVE IN A WORK ENVIRONMENT.

Expenses $148,630 · Revenue $163,082

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Kathy KrieseKATHY KRIESE

VICE PRESIDENT

Total calculated

$0

Hours/week

2
Terrence P ConnerTERRENCE P CONNER

SECRETARY

Total calculated

$0

Hours/week

2
Robert HutchinsonROBERT HUTCHINSON

BOARD CHAIR

Total calculated

$0

Hours/week

2
Manuel HenriquezMANUEL HENRIQUEZ

BOARD MEMBER

Total calculated

$0

Hours/week

2
Carol PlinerCAROL PLINER

BOARD MEMBER

Total calculated

$0

Hours/week

2
Gopi RanganGOPI RANGAN

BOARD MEMBER

Total calculated

$0

Hours/week

2
Luke FarleyLUKE FARLEY

BOARD MEMBER

Total calculated

$0

Hours/week

2
Sangeeta DeySANGEETA DEY

BOARD MEMBER

Total calculated

$0

Hours/week

2
Ginny MaransGINNY MARANS

BOARD MEMBER

Total calculated

$0

Hours/week

2
Scott WattersSCOTT WATTERS

TREASURER

Total calculated

$0

Hours/week

2
Venous DowningVENOUS DOWNING

BOARD MEMBER

Total calculated

$0

Hours/week

2
Jesse EbnerJESSE EBNER

BOARD MEMBER

Total calculated

$0

Hours/week

2
Tulika GargTULIKA GARG

BOARD MEMBER

Total calculated

$0

Hours/week

2
Claudia ShahCLAUDIA SHAH

BOARD MEMBER

Total calculated

$0

Hours/week

2
Corinna LeungCORINNA LEUNG

BOARD MEMBER

Total calculated

$0

Hours/week

2
Francesca NagleFRANCESCA NAGLE

BOARD MEMBER

Total calculated

$0

Hours/week

2
Stefan ApitzSTEFAN APITZ

BOARD MEMBER

Total calculated

$0

Hours/week

2
Stephen CrookSTEPHEN CROOK

EXECUTIVE DIRECTOR

Total calculated

$181,465

From this org

$169,512

From related orgs

$0

Other

$11,953

Hours/week

40

Schedule J breakdown matched by us

Base

$158,692

Bonus

$0

Other

$10,820

Deferred

$6,814

Nontaxable benefits

$5,139

Filer's total

$181,465
Han-Jung LeeHAN-JUNG LEE

DIRECTOR OF FINANCE

Total calculated

$130,652

From this org

$117,903

From related orgs

$0

Other

$12,749

Hours/week

40
Julie NgovJULIE NGOV

DIRECTOR OF HUMAN RESOURCES

Total calculated

$146,541

From this org

$115,991

From related orgs

$0

Other

$30,550

Hours/week

40
Thomas DrechslerTHOMAS DRECHSLER

DIRECTOR OF EDUCATION

Total calculated

$134,509

From this org

$104,430

From related orgs

$0

Other

$30,079

Hours/week

40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation survey or study
3 · Approval by the board or compensation committee
4a · Severance or change-of-control payment

Answered no

4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A: HAN-JUNG LEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 May 2025
IRS schema version: 2023v6.0
Source object: 202521349349313377

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