Civic Intelligence

Partnership for Progress

990 • Fiscal year 2018 • EIN 57-1238587

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 13, 2018

Organization Profilena
711 Barnes AvenueLa Junta, CO 81050

(719) 384-5446

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$674,932

Up $48,013 (+7.7%) from 2017

Net Assets

Up

$366,920

Up $80,971 (+28%) from 2017

Liabilities

Down

$308,012

Down $32,958 (-9.7%) from 2017

Revenue And Expenses

Revenue

Down

$675,856

Down $148,576 (-18%) from 2017

Expenses

Down

$594,885

Down $56,687 (-8.7%) from 2017

Net Income

Down

$80,971

Down $91,889 (-53%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$674,932
Liabilities$308,012
Net Assets$366,920
Open 2018 Filing

Operations Trend

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

2018

Revenue$675,856
Expenses$594,885
Net Income$80,971
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 13, 2018
Return Version
2017v2.2
Gross Receipts
$675,856
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$576,536$638,896▲ $62,360
Intangible Assets$34,659$34,659→ $0
Accounts Receivable$14,041$0▼ $14,041
Prepaid Expenses and Deferred Charges$1,683$1,377▼ $306
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Total Assets$626,919$674,932▲ $48,013
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$295,000$265,000▼ $30,000
Other Liabilities$15,220$21,134▲ $5,914
Deferred Revenue-$11,998-
Accounts Payable and Accrued Expenses$30,750$9,880▼ $20,870
Total Liabilities$340,970$308,012▼ $32,958
Net Assets / Fund Balance
Unrestricted Net Assets$285,949$366,920▲ $80,971
Total Net Assets Fund Balance$285,949$366,920▲ $80,971
Total Liabilities and Net Assets / Fund Balance$626,919$674,932▲ $48,013
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joseph C Carrica IIIPresident
Dennis PearsonDirector
Teri EricksonSecretary
George B ShioshitaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$675,405
Investment Income
$451
Other Revenue
$0
Change in Net Assets
$80,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$466,798
Other Expenses$128,087
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$359,222--$359,222
Payroll Taxes$82,108--$82,108
Occupancy$42,859--$42,859
Pension Plan Contributions$25,468--$25,468
Other Expenses$8,458--$8,458
Insurance$8,320--$8,320
Travel$5,249--$5,249
Fees for Services Other$1,493--$1,493
Office Expenses$1,479--$1,479
Fees for Services Legal$357--$357
Total Functional Expenses$594,885$0$0$594,885
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued PTO$21,134
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 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, Line 11B: Form 990 Review Process

“A copy was provided to management for their review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Review of bylaws by new and existing board members is completed annually to insure all members are aware of corporate compliance requirements.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“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 sponsored retirement plans.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“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 sponsored retirement plans.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Joseph C Carrica III
Title
President
Signed
2018-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph C Carrica III
Formed
2013
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
rfarmer llc
Address
203 E Oak - PO Box 1173, Lamar, CO 81052
Preparer
Ronny R Farmer
Phone
7193367428
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0George B Shioshita
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Joseph C Carrica III
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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 sponsored retirement plans.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation 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 sponsored retirement plans.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Any 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/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Family Guidance Institute
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Southeast Health Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742188315
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1271388543
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Property management and leasing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Employee management
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0K
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1O
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/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt046397
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1479906
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/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0626919
IRS990/TotalAssetsEOYAmt0674932
IRS990/TotalAssetsGrp/BOYAmt0626919
IRS990/TotalAssetsGrp/EOYAmt0674932
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0594885
IRS990/TotalFunctionalExpensesGrp/TotalAmt0594885
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0340970
IRS990/TotalLiabilitiesEOYAmt0308012
IRS990/TotalLiabilitiesGrp/BOYAmt0340970
IRS990/TotalLiabilitiesGrp/EOYAmt0308012
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0285949
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0366920
IRS990/TotalOtherCompensationAmt042187
IRS990/TotalProgramServiceExpensesAmt0594885
IRS990/TotalProgramServiceRevenueAmt0675405
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0675856
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0675856
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0626919
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0674932
IRS990/TotReportableCompRltdOrgAmt0329566
IRS990/TravelGrp/ProgramServicesAmt05249
IRS990/TravelGrp/TotalAmt05249
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0285949
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0366920
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0295000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0265000

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$674,932
Liabilities
$308,012
Net assets
$366,920
Revenue
$675,856
Expenses
$594,885
Net income
$80,971
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