Civic Intelligence

Partnership for Progress Inc.

990 • Fiscal year 2022 • EIN 42-1504022

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2024

1207 Sunnyside Lane Suite DAtlantic, IA 50022

(712) 243-3411

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

95th percentile

1.09x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.16x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

34th percentile

-0.2%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$55,869

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

87th percentile

47%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$224,551

Up $71,390 (+47%) from 2021

Net Assets

Down

-$19,879

Down $2,736 (-16%) from 2021

Liabilities

Up

$244,430

Up $74,126 (+44%) from 2021

Revenue

Down

$1,544,848

Down $254,131 (-14%) from 2021

Expenses

Down

$1,547,584

Down $145,675 (-8.6%) from 2021

Net Income

Down

-$2,736

Down $108,456 (-103%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2011: $246,584Liabilities 2011: $102,790Net Assets 2011: $143,7942011Assets 2012: $297,431Liabilities 2012: $168,829Net Assets 2012: $128,6022012Assets 2013: $244,544Liabilities 2013: $189,589Net Assets 2013: $54,9552013Assets 2014: $200,054Liabilities 2014: $217,763Net Assets 2014: -$17,7092014Assets 2015: $142,267Liabilities 2015: $266,813Net Assets 2015: -$124,5462015Assets 2016: $253,035Liabilities 2016: $345,985Net Assets 2016: -$92,9502016Assets 2017: $163,896Liabilities 2017: $294,425Net Assets 2017: -$130,5292017Assets 2018: $203,539Liabilities 2018: $363,074Net Assets 2018: -$159,5352018Assets 2020: $185,221Liabilities 2020: $308,084Net Assets 2020: -$122,8632020Assets 2021: $153,161Liabilities 2021: $170,304Net Assets 2021: -$17,1432021Assets 2022: $224,551Liabilities 2022: $244,430Net Assets 2022: -$19,8792022Assets 2023: $368,761Liabilities 2023: $235,817Net Assets 2023: $132,9442023Assets 2024: $740,524Liabilities 2024: $99,055Net Assets 2024: $641,4692024

Highlighted filing

2022

Assets$224,551
Liabilities$244,430
Net Assets-$19,879

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,806,001Expenses 2011: $1,768,788Net Income 2011: $37,2132011Revenue 2012: $1,814,932Expenses 2012: $1,830,126Net Income 2012: -$15,1942012Expenses 2013: $1,793,3272013Revenue 2014: $1,670,332Expenses 2014: $1,742,995Net Income 2014: -$72,6632014Revenue 2015: $1,631,908Expenses 2015: $1,738,747Net Income 2015: -$106,8392015Revenue 2016: $1,787,483Expenses 2016: $1,755,887Net Income 2016: $31,5962016Revenue 2017: $1,769,039Expenses 2017: $1,806,618Net Income 2017: -$37,5792017Revenue 2018: $1,577,858Expenses 2018: $1,606,864Net Income 2018: -$29,0062018Revenue 2020: $1,594,213Expenses 2020: $1,709,128Net Income 2020: -$114,9152020Revenue 2021: $1,798,979Expenses 2021: $1,693,259Net Income 2021: $105,7202021Revenue 2022: $1,544,848Expenses 2022: $1,547,584Net Income 2022: -$2,7362022Revenue 2023: $1,714,696Expenses 2023: $1,561,873Net Income 2023: $152,8232023Revenue 2024: $1,891,614Expenses 2024: $1,593,465Net Income 2024: $298,1492024

Highlighted filing

2022

Revenue$1,544,848
Expenses$1,547,584
Net Income-$2,736
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2024
Return Version
2021v4.2
Gross Receipts
$1,544,848
Mission and Program Overview

Mission

Residential & adult rehab services

Residential and adult rehab services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,261$76,741▲ $71,480
Accounts Receivable$65,137$65,137→ $0
Land, Buildings, and Equipment, Net$12,570$12,570→ $0
Prepaid Expenses and Deferred Charges$8,512$8,512→ $0
Savings and Temporary Cash Investments$90--
Total Assets$153,161$224,551▲ $71,390
Other Assets Total$61,591$61,591→ $0
Liabilities
Accounts Payable and Accrued Expenses$104,393$138,519▲ $34,126
Escrow Account Liability$61,591$61,591→ $0
Unsecured Notes Loans Payable$4,320$44,320▲ $40,000
Total Liabilities$170,304$244,430▲ $74,126
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-17,143$-19,879▼ $2,736
Total Net Assets Fund Balance$-17,143$-19,879▼ $2,736
Total Liabilities and Net Assets / Fund Balance$153,161$224,551▲ $71,390

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,570$130,034$142,604
Other Assets Org$61,591--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie SteffensCFOFT$55,869$55,869
Danni HadleyCEO/presidentFT$41,335$41,335

Board Members and Trustees

NameTitle
Mary MclarenVice President
Ellen SokolowskiDirector
Emilee BirchardDirector
Sherry KramerDirector
Trina RoseDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,070,061
Program Service Revenue
$474,620
Investment Income
$24
Other Revenue
$143
All Other Contributions
$130,591
Change in Net Assets
$-2,736

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,544,848
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,544,848
Total Revenue per Form 990
$1,544,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,307,124
Other Expenses$240,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$771,416$257,139-$1,028,555
Other Employee Benefits$134,575$44,858-$179,433
Current Officers, Directors, Trustees, and Key Employees$72,903$24,301-$97,204
Occupancy$41,874$13,958-$55,832
Office Expenses-$44,430-$44,430
Insurance$30,337$10,112-$40,449
Information Technology$26,126$8,709-$34,835
Fees for Services Accounting-$9,000-$9,000
Conferences and Meetings-$5,540-$5,540
All Other Expenses$4,013$1,160-$5,173
Other Expenses$2,065$688-$2,753
Payroll Taxes$1,449$483-$1,932
Advertising-$665-$665
Fees for Services Legal-$250-$250
Total Functional Expenses$1,112,473$435,111$0$1,547,584

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,547,584
Total Expenses per Audited Statements$1,547,584
Total Expenses per Form 990$1,547,584
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The president will review the 990 with the outside accountant before it is filed and a copy will be made available to board members.

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

Annual disclosure statements are completed by all board members and reviewed for potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

Documents are available to the public at the office of the organization.

Filing and Contact Details

Filer

Filer Name
Partnership for Progress Inc
EIN
42-1504022
Phone
7122433411
Address
1207 SUNNYSIDE LANE SUITE D, ATLANTIC, IA 50022

Signing Officer

Name
Danni Hadley
Title
President
Phone
7122433411
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danni Hadley
Formed
2000
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
5
Employees
64
Volunteers
0

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Hannah Goscha
Phone
4024968800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Partnership for progress, inc began winding down operations for the resident care facility. This program ended november 1, 2021.

FORM 990, PART XII, LINE 2C:

This process has not changed from the prior year.

FORM 990, PART XII:

The audit for june 30, 2022 is in progress. Estimated completion late 2024.

Financial Statement Notes

PART IV, LINE 2B:

Partnership for progress holds cash accounts for their residents. The residents use these personal funds for purchasing personal items.

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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012888
IRS990/SavingsAndTempCashInvstGrp/BOYAmt090
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01070061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0240235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01310296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0474620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01557706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01569533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01651722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01577858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06831439
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt024657
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt024657
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt085
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0143
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0143
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98590
IRS990ScheduleA/PublicSupportPY509Pct00.99840
IRS990ScheduleA/PublicSupportTotal509Amt08051249
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0115143
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0115143
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0115143
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0115143
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01544681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01797941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01594190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01651722
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01577858
IRS990ScheduleA/Total509Grp/TotalAmt08166392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01544848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01797979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01594213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01651722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01577858
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08166620
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/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt012570
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0130034
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0142604
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01547584
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt061591
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESIDENT TRUST ACCOUNT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01544848
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PARTNERSHIP FOR PROGRESS HOLDS CASH ACCOUNTS FOR THEIR RESIDENTS. THE RESIDENTS USE THESE PERSONAL FUNDS FOR PURCHASING PERSONAL ITEMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012570
IRS990ScheduleD/TotalBookValueOtherAssetsAmt061591
IRS990ScheduleD/TotalExpensesPerForm990Amt01547584
IRS990ScheduleD/TotalRevenuePerForm990Amt01544848
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01544848
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01547584
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARTNERSHIP FOR PROGRESS, INC BEGAN WINDING DOWN OPERATIONS FOR THE RESIDENT CARE FACILITY. THIS PROGRAM ENDED NOVEMBER 1, 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT WILL REVIEW THE 990 WITH THE OUTSIDE ACCOUNTANT BEFORE IT IS FILED AND A COPY WILL BE MADE AVAILABLE TO BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL DISCLOSURE STATEMENTS ARE COMPLETED BY ALL BOARD MEMBERS AND REVIEWED FOR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC AT THE OFFICE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE AUDIT FOR JUNE 30, 2022 IS IN PROGRESS. ESTIMATED COMPLETION LATE 2024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0153161
IRS990/TotalAssetsEOYAmt0224551
IRS990/TotalAssetsGrp/BOYAmt0153161
IRS990/TotalAssetsGrp/EOYAmt0224551
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01070061
IRS990/TotalEmployeeCnt064
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0435111
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01112473
IRS990/TotalFunctionalExpensesGrp/TotalAmt01547584
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0170304
IRS990/TotalLiabilitiesEOYAmt0244430
IRS990/TotalLiabilitiesGrp/BOYAmt0170304
IRS990/TotalLiabilitiesGrp/EOYAmt0244430
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-17143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-19879
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01112473
IRS990/TotalProgramServiceRevenueAmt0474620
IRS990/TotalReportableCompFromOrgAmt097204
IRS990/TotalRevenueGrp/ExclusionAmt0167
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0474620
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01544848
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0153161
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0224551
IRS990/TotReportableCompRltdOrgAmt00

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