Civic Intelligence

Partnership for Progress

990 • Fiscal year 2017 • EIN 57-1238587

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization Profilen/a
711 Barnes AvenueLa Junta, CO 81050

(719) 384-5446

Siviq Scores

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

Liabilities / Assets

86th percentile

0.54x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.41x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

80th percentile

24%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$626,919

Up $120,817 (+24%) from 2016

Net Assets

Up

$285,949

Up $172,860 (+153%) from 2016

Liabilities

Down

$340,970

Down $52,043 (-13%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin78th percentile

Revenue

Up

$824,432

Up $113,263 (+16%) from 2016

Expenses

Up

$651,572

Up $124,678 (+24%) from 2016

Net Income

Down

$172,860

Down $11,415 (-6.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$800K$600K$400K$200K$0Assets 2016: $506,102Liabilities 2016: $393,013Net Assets 2016: $113,0892016Assets 2017: $626,919Liabilities 2017: $340,970Net Assets 2017: $285,9492017Assets 2018: $674,932Liabilities 2018: $308,012Net Assets 2018: $366,9202018Assets 2019: $622,717Liabilities 2019: $117,804Net Assets 2019: $504,9132019Assets 2020: $640,038Liabilities 2020: $91,119Net Assets 2020: $548,9192020Assets 2021: $676,653Liabilities 2021: $169,759Net Assets 2021: $506,8942021Assets 2022: $722,831Liabilities 2022: $164,163Net Assets 2022: $558,6682022Assets 2023: $690,508Liabilities 2023: $119,255Net Assets 2023: $571,2532023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$626,919
Liabilities$340,970
Net Assets$285,949
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $711,169Expenses 2016: $526,894Net Income 2016: $184,2752016Revenue 2017: $824,432Expenses 2017: $651,572Net Income 2017: $172,8602017Revenue 2018: $675,856Expenses 2018: $594,885Net Income 2018: $80,9712018Revenue 2019: $540,485Expenses 2019: $402,492Net Income 2019: $137,9932019Revenue 2020: $643,421Expenses 2020: $599,415Net Income 2020: $44,0062020Revenue 2021: $610,268Expenses 2021: $652,293Net Income 2021: -$42,0252021Revenue 2022: $443,012Expenses 2022: $391,238Net Income 2022: $51,7742022Revenue 2023: $69,645Expenses 2023: $57,060Net Income 2023: $12,5852023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2017

Revenue$824,432
Expenses$651,572
Net Income$172,860
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$824,432
Mission and Program Overview

Mission

To provide substance abuse counseling and treatment to individuals so they improve their lives and enrich those around them.

To provide substance abuse counseling and treatment to individuals so they can improve their lives and enrich those around them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$428,223$576,536▲ $148,313
Accounts Receivable$42,142$14,041▼ $28,101
Prepaid Expenses and Deferred Charges$1,078$1,683▲ $605
Total Assets$506,102$626,919▲ $120,817
Other Assets Total$34,659$34,659→ $0
Liabilities
Unsecured Notes Loans Payable$370,000$295,000▼ $75,000
Accounts Payable and Accrued Expenses$7,792$30,750▲ $22,958
Other Liabilities$15,221$15,220▼ $1
Total Liabilities$393,013$340,970▼ $52,043
Net Assets / Fund Balance
Unrestricted Net Assets$113,089$285,949▲ $172,860
Total Net Assets Fund Balance$113,089$285,949▲ $172,860
Total Liabilities and Net Assets / Fund Balance$506,102$626,919▲ $120,817

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$34,659--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
George Barry ShioshitaTreasurer$142,801$142,801

Board Members and Trustees

NameTitle
Joseph Carrica IIIPresident
Becky N OttemanDirector
Dennis PearsonDirector
Dawn RomeroBusiness Manager
Teri EricksonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$809,509
Investment Income
$145
Other Revenue
$14,778
Change in Net Assets
$172,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$824,432
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1
Total Revenue per Audited Statements
$824,433
Total Revenue per Form 990
$824,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$435,024
Other Expenses$216,548
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$323,010--$323,010
Fees for Services Other$111,214--$111,214
Other Employee Benefits$61,544--$61,544
Occupancy$29,246--$29,246
Pension Plan Contributions$25,288--$25,288
Payroll Taxes$25,182--$25,182
Insurance$8,609--$8,609
Travel$6,310--$6,310
Other Expenses$6,049--$6,049
Conferences and Meetings$2,103--$2,103
Office Expenses$372--$372
Total Functional Expenses$651,572$0$0$651,572

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$651,572
Total Expenses per Audited Statements$651,572
Total Expenses per Form 990$651,572
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued PTO$15,220
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“A draft copy of the 990 was given to the business services director for her review prior to filing.”

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

“All new board members are required to read and acknowledge the policies and procedures the entity has in place. Annually each board member is required to do the same.”

Form 990, Part VI, Section B, line 15

“Compensation for each key employee is reviewed annually by the board. In addition, there is a survey that is used to see what other like kind organizations are paying key employees, including any benefits such as health insurance and retirement contributions to employer sponsered retirement plans.”

Form 990, Part VI, Section C, line 19

“Any and all information is available for public inspection, if requested, during normal business hours, with the exception of any information that cannot be made available due to HIPAA requirements or other legal constraints.”

Filing and Contact Details

Filer

Filer Name
Partnership for Progress
EIN
57-1238587
Phone
7193845446
Address
711 Barnes Avenue, La Junta, CO 81050

Signing Officer

Name
Dennis Pearson
Title
Director
Phone
7193845446
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Pearson
Formed
2013
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
rfarmer llc
Address
p o box 1173, lamar, CO 81052
Phone
7193367428
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Admin fees: Program service expenses 93060. Management and general expenses 0. Fundraising expenses 0. Total expenses 93060. Contract services: Program service expenses 18154. Management and general expenses 0. Fundraising expenses 0. Total expenses 18154.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Rounding”

Raw XML AppendixShowing 400 of 490 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07792
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030750
IRS990/AccountsReceivableGrp/BOYAmt042142
IRS990/AccountsReceivableGrp/EOYAmt014041
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide substance abuse counseling and treatment to individuals so they can improve their lives and enrich those around them.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Southeast Health Group
IRS990/BooksInCareOfDetail/PhoneNum07193845446
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0711 Barnes
IRS990/BooksInCareOfDetail/USAddress/CityNm0La Junta
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd081050
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0428223
IRS990/CashNonInterestBearingGrp/EOYAmt0576536
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02103
IRS990/ConferencesMeetingsGrp/TotalAmt02103
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0145
IRS990/CYOtherExpensesAmt0216548
IRS990/CYOtherRevenueAmt014778
IRS990/CYProgramServiceRevenueAmt0809509
IRS990/CYRevenuesLessExpensesAmt0172860
IRS990/CYSalariesCompEmpBnftPaidAmt0435024
IRS990/CYTotalExpensesAmt0651572
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0824432
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0To provide substance abuse counseling and treatment to individuals so they improve their lives and enrich those around them.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0651572
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0111214
IRS990/FeesForServicesOtherGrp/TotalAmt0111214
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt048.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt148.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt248.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt348.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Becky N Otteman
IRS990/Form990PartVIISectionAGrp/PersonNm1Teri Erickson
IRS990/Form990PartVIISectionAGrp/PersonNm2George Barry Shioshita
IRS990/Form990PartVIISectionAGrp/PersonNm3Joseph Carrica III
IRS990/Form990PartVIISectionAGrp/PersonNm4Dennis Pearson
IRS990/Form990PartVIISectionAGrp/PersonNm5Dawn Romero
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0166715
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2142801
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3174229
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt572632
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Business Manager
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0824432
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt08609
IRS990/InsuranceGrp/TotalAmt08609
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0145
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0145
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide substance abuse counseling and treatment to individuals so they can improve their lives and enrich those around them.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0113089
IRS990/NetAssetsOrFundBalancesEOYAmt0285949
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt029246
IRS990/OccupancyGrp/TotalAmt029246
IRS990/OfficeExpensesGrp/ProgramServicesAmt0372
IRS990/OfficeExpensesGrp/TotalAmt0372
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt034659
IRS990/OtherAssetsTotalGrp/EOYAmt034659
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt061544
IRS990/OtherEmployeeBenefitsGrp/TotalAmt061544
IRS990/OtherExpensesGrp/Desc0UA testing
IRS990/OtherExpensesGrp/Desc1Client activities
IRS990/OtherExpensesGrp/Desc2Other
IRS990/OtherExpensesGrp/ProgramServicesAmt039993
IRS990/OtherExpensesGrp/ProgramServicesAmt112652
IRS990/OtherExpensesGrp/ProgramServicesAmt26049
IRS990/OtherExpensesGrp/TotalAmt039993
IRS990/OtherExpensesGrp/TotalAmt112652
IRS990/OtherExpensesGrp/TotalAmt26049
IRS990/OtherLiabilitiesGrp/BOYAmt015221
IRS990/OtherLiabilitiesGrp/EOYAmt015220
IRS990/OtherRevenueMiscGrp/BusinessCd0621300
IRS990/OtherRevenueMiscGrp/Desc0Misc
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014778
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014778
IRS990/OtherRevenueTotalAmt014778
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0323010
IRS990/OtherSalariesAndWagesGrp/TotalAmt0323010
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt025182
IRS990/PayrollTaxesGrp/TotalAmt025182
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt025288
IRS990/PensionPlanContributionsGrp/TotalAmt025288
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01078
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01683
IRS990/PrincipalOfficerNm0Dennis Pearson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621300
IRS990/ProgramServiceRevenueGrp/Desc0Client fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0809509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0809509
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04497
IRS990/PYOtherExpensesAmt0217166
IRS990/PYOtherRevenueAmt019900
IRS990/PYProgramServiceRevenueAmt0686772
IRS990/PYRevenuesLessExpensesAmt0184275
IRS990/PYSalariesCompEmpBnftPaidAmt0309728
IRS990/PYTotalExpensesAmt0526894
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0711169
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0172860
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0824432
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04497
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0809509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0686772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0654323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0565075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02715679
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04497
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04711
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00240
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt019900
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt019900
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt019900
IRS990ScheduleA/OtherIncome509Grp/TotalAmt059700
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97680
IRS990ScheduleA/PublicSupportPY509Pct00.97720
IRS990ScheduleA/PublicSupportTotal509Amt02715679
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0809509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0686772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0654323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0565075
IRS990ScheduleA/Total509Grp/TotalAmt02715679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0829409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0711169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0674366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0565146
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02780090
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0651572
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt034659
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Licenses
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued PTO
IRS990ScheduleD/OtherRevenueAmt01
IRS990ScheduleD/RevenueNotReportedAmt01
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0824432
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Rounding
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt034659
IRS990ScheduleD/TotalExpensesPerForm990Amt0651572
IRS990ScheduleD/TotalLiabilityAmt015220
IRS990ScheduleD/TotalRevenuePerForm990Amt0824432
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0824433
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0651572
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0166715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1174229
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt272632
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Becky N Otteman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Joseph Carrica III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Dawn Romero
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Business Manager
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0166715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1174229
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt272632
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft copy of the 990 was given to the business services director for her review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All new board members are required to read and acknowledge the policies and procedures the entity has in place. Annually each board member is required to do the same.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation for each key employee is reviewed annually by the board. In addition, there is a survey that is used to see what other like kind organizations are paying key employees, including any benefits such as health insurance and retirement contributions to employer sponsered retirement plans.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Any and all information is available for public inspection, if requested, during normal business hours, with the exception of any information that cannot be made available due to HIPAA requirements or other legal constraints.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Admin fees: Program service expenses 93060. Management and general expenses 0. Fundraising expenses 0. Total expenses 93060. Contract services: Program service expenses 18154. Management and general expenses 0. Fundraising expenses 0. Total expenses 18154.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Family Guidance Institute
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Southeast Health Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742188315
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1271388543
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (c)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Rental of personal and real property
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Administrative and management services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0711 Barnes Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1711 Barnes Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0La Junta
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1La Junta
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd081050
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd181050
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt034189
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1530463
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Fair value
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Fair value
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Family Guidance Institute
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Southeast Health Group
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$626,919
Liabilities
$340,970
Net assets
$285,949
Revenue
$824,432
Expenses
$651,572
Net income
$172,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$6.91$1.19$5.71$0.70$0.57$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.23$1.64$5.59$4.43$3.91$0.52
2021Detailed filing. Detailed filing data is available for this year.$6.77$1.70$5.07$6.10$6.52$0.42
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.91$5.49$6.43$5.99$0.44
2019Detailed filing. Detailed filing data is available for this year.$6.23$1.18$5.05$5.40$4.02$1.38
2018Detailed filing. Detailed filing data is available for this year.$6.75$3.08$3.67$6.76$5.95$0.81
2017Detailed filing. Detailed filing data is available for this year.$6.27$3.41$2.86$8.24$6.52$1.73
2016Detailed filing. Detailed filing data is available for this year.$5.06$3.93$1.13$7.11$5.27$1.84