Civic Intelligence

The Progress Fund

990 • Fiscal year 2023 • EIN 31-1598881

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 24, 2024

Organization ProfileWWW.PROGRESSFUND.ORG

View Organization Page

425 West Pittsburgh StreetGreensburg, PA 15601

(724) 216-9160

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$61,676,088

Up $4,700,570 (+8.3%) from 2022

Net Assets

Up

$49,634,637

Up $2,889,736 (+6.2%) from 2022

Liabilities

Up

$12,041,451

Up $1,810,834 (+18%) from 2022

Revenue And Expenses

Revenue

Down

$4,527,484

Down $1,062,124 (-19%) from 2022

Expenses

Up

$1,541,529

Up $81,120 (+5.6%) from 2022

Net Income

Down

$2,985,955

Down $1,143,244 (-28%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $23,227,617Liabilities 2010: $10,667,933Net Assets 2010: $12,559,6842010Assets 2011: $30,032,278Liabilities 2011: $14,912,997Net Assets 2011: $15,119,2812011Assets 2012: $31,746,774Liabilities 2012: $15,275,002Net Assets 2012: $16,471,7722012Assets 2013: $32,939,773Liabilities 2013: $13,926,445Net Assets 2013: $19,013,3282013Assets 2014: $37,045,257Liabilities 2014: $15,633,684Net Assets 2014: $21,411,5732014Assets 2015: $37,630,654Liabilities 2015: $13,607,450Net Assets 2015: $24,023,2042015Assets 2016: $41,886,120Liabilities 2016: $15,125,248Net Assets 2016: $26,760,8722016Assets 2017: $44,531,690Liabilities 2017: $16,597,271Net Assets 2017: $27,934,4192017Assets 2019: $44,726,847Liabilities 2019: $13,529,152Net Assets 2019: $31,197,6952019Assets 2022: $56,975,518Liabilities 2022: $10,230,617Net Assets 2022: $46,744,9012022Assets 2023: $61,676,088Liabilities 2023: $12,041,451Net Assets 2023: $49,634,6372023

Highlighted filing

2023

Assets$61,676,088
Liabilities$12,041,451
Net Assets$49,634,637
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $1,357,9082010Expenses 2011: $1,585,1472011Expenses 2012: $1,466,4442012Revenue 2013: $4,233,185Expenses 2013: $1,691,629Net Income 2013: $2,541,5562013Revenue 2014: $4,090,622Expenses 2014: $1,692,377Net Income 2014: $2,398,2452014Revenue 2015: $4,308,973Expenses 2015: $1,696,710Net Income 2015: $2,612,2632015Revenue 2016: $4,220,094Expenses 2016: $1,482,031Net Income 2016: $2,738,0632016Revenue 2017: $2,660,270Expenses 2017: $1,486,059Net Income 2017: $1,174,2112017Revenue 2019: $3,612,091Expenses 2019: $1,705,693Net Income 2019: $1,906,3982019Revenue 2022: $5,589,608Expenses 2022: $1,460,409Net Income 2022: $4,129,1992022Revenue 2023: $4,527,484Expenses 2023: $1,541,529Net Income 2023: $2,985,9552023

Highlighted filing

2023

Revenue$4,527,484
Expenses$1,541,529
Net Income$2,985,955
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 24, 2024
Return Version
2023v4.0
Gross Receipts
$4,527,484
Mission and Program Overview

Mission

Raise and lend funds for community development

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$31,144,618$31,799,942▲ $655,324
Other Notes and Loans Receivable, Net$18,849,212$20,829,257▲ $1,980,045
Investments Program Related$5,443,879$7,207,150▲ $1,763,271
Land, Buildings, and Equipment, Net$1,374,944$1,681,335▲ $306,391
Investments Other Securities$143,588$143,193▼ $395
Prepaid Expenses and Deferred Charges$19,277$15,211▼ $4,066
Total Assets$56,975,518$61,676,088▲ $4,700,570
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,992,492$8,046,612▼ $945,880
Other Liabilities$1,056,286$3,807,415▲ $2,751,129
Accounts Payable and Accrued Expenses$181,839$187,424▲ $5,585
Total Liabilities$10,230,617$12,041,451▲ $1,810,834
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$41,562,149$46,799,320▲ $5,237,171
Net Assets With Donor Restrictions$5,182,752$2,835,317▼ $2,347,435
Total Net Assets Fund Balance$46,744,901$49,634,637▲ $2,889,736
Total Liabilities and Net Assets / Fund Balance$56,975,518$61,676,088▲ $4,700,570

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$697,424$403,720$1,101,144
Buildings$444,704$200,932$645,636
Other Land Buildings$402,534$15,600$418,134
Equipment$9,963$199,331$209,294
Land$126,710-$126,710
Investment Program Related Org$7,207,150--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David KahleyPresident & CEOFT$209,172$76,117$285,289
Karen PostTreasurer & CFOFT$174,720$87,604$262,324

Board Members and Trustees

NameTitle
R John DawesChairman
Jared GorentzVice Chairman
David MillerBoard Member
Eric MartinBoard Member
Jan DofnerBoard Member
Patricia BrennenBoard Member
James ButlerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,633,333
Program Service Revenue
$1,274,389
Investment Income
$555,385
Other Revenue
$64,377
All Other Contributions
$2,633,333
Change in Net Assets
$2,985,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$913,073
Other Expenses$578,456
Grants and Similar Amounts Paid$50,000
Total Fundraising Expense$33,713
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$219,558$147,901$16,433$383,892
Pension Plan Contributions$121,971$110,460$8,539$240,970
Other Salaries and Wages$173,110$18,997$5,766$197,873
Interest$184,449--$184,449
All Other Expenses$36,209$21,074-$57,283
Depreciation Depletion$37,006$15,871-$52,877
Grants to Domestic Orgs$50,000--$50,000
Other Employee Benefits$33,444$14,215$1,400$49,059
Payroll Taxes$27,862$11,842$1,575$41,279
Travel$26,931$14,226-$41,157
Fees for Services Accounting$7,995$21,160-$29,155
Office Expenses$17,868$1,094-$18,962
Insurance$7,060$11,748-$18,808
Advertising$14,666$217-$14,883
Other Expenses$5,058$6,001-$11,059
Total Functional Expenses$1,095,268$412,548$33,713$1,541,529
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pvb Holdings--Rent Reimbursement$25,000
Kentucky Knob--Repairs$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Conditional Contributions Received in Advance$3,807,415
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by karen post, who is the treasurer of the organization. If any questions arise, karen post contacts young, oakes, brown and co., p.c. For clarifications.”

Form 990, Part VI, Section B, Line 12C

“The progress fund regularly and consistently monitors and enforces compliance with the conflict of interest policy at their monthly meetings.”

Form 990, Part VI, Section C, Line 19

“The governing documents are made available to public upon request.”

Filing and Contact Details

Filer

Filer Name
The Progress Fund
EIN
31-1598881
Phone
7242169160
Address
425 WEST PITTSBURGH STREET, GREENSBURG, PA 15601

Signing Officer

Name
David Kahley
Title
President
Phone
7242169160
Signed
2024-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Kahley
Formed
1998
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
7
Employees
5
Volunteers
0

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
Daniel Bradley CPA
Phone
8149446191
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“BLIGHT REMOVAL -96,219.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 576 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc2SERVICE FEES REGARDING
IRS990/ProgramServiceRevenueGrp/Desc3CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01208435
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt154651
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210803
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01208435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt154651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04219406
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0183921
IRS990/PYOtherExpensesAmt0601716
IRS990/PYOtherRevenueAmt050002
IRS990/PYProgramServiceRevenueAmt01136279
IRS990/PYRevenuesLessExpensesAmt04129199
IRS990/PYSalariesCompEmpBnftPaidAmt0858693
IRS990/PYTotalExpensesAmt01460409
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05589608
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02985955
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt058016
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt01280750
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031144618
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031799942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01513092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05335865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0817663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010495042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01700191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019861853
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0555385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0186408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt048845
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt077750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0300255
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01168643
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01338766
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01189781
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01748333
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01704889
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01611645
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07593414
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69390
IRS990ScheduleA/PublicSupportPY170Pct00.70130
IRS990ScheduleA/PublicSupportTotal170Amt019861853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01513092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05335865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0817663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010495042
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01700191
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019861853
IRS990ScheduleA/TotalSupportAmt028623910
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0444704
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0200932
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0645636
IRS990ScheduleD/EquipmentGrp/BookValueAmt09963
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0199331
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0209294
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt07207150
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT - THE HAZELWOOD BREWING PROJECT MANAGER,INC.
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0126710
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0126710
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0697424
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0403720
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01101144
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0402534
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015600
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0418134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03807415
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONDITIONAL CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01681335
IRS990ScheduleD/TotalBookValueProgramRltdAmt07207150
IRS990ScheduleD/TotalLiabilityAmt03807415
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0REPAIRS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RENT REIMBURSEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KENTUCKY KNOB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PVB HOLDINGS
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0209172
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1174720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,676,088
Liabilities
$12,041,451
Net assets
$49,634,637
Revenue
$4,527,484
Expenses
$1,541,529
Net income
$2,985,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$61.7$12.0$49.6$4.53$1.54$2.99
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.0$10.2$46.7$5.59$1.46$4.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.7$13.5$31.2$3.61$1.71$1.91
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.5$16.6$27.9$2.66$1.49$1.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$15.1$26.8$4.22$1.48$2.74
2015Detailed filing. Detailed filing data is available for this year.$37.6$13.6$24.0$4.31$1.70$2.61
2014Detailed filing. Detailed filing data is available for this year.$37.0$15.6$21.4$4.09$1.69$2.40
2013Detailed filing. Detailed filing data is available for this year.$32.9$13.9$19.0$4.23$1.69$2.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.7$15.3$16.5$1.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.0$14.9$15.1$1.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$10.7$12.6$1.36