Civic Intelligence

Progressive Health Services

990 • Fiscal year 2020 • EIN 95-4070694

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 19, 2021

909 Curry RoadRoseburg, OR 97471

(619) 405-1823

Siviq Scores

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

Liabilities / Assets

91st percentile

0.69x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

3.39x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-52%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$55,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 59.6% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

84th percentile

70%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-18%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$449,610

Up $185,245 (+70%) from 2019

Net Assets

Up

$137,319

Up $133,606 (+3598%) from 2019

Liabilities

Up

$312,291

Up $51,639 (+20%) from 2019

Revenue

Down

$92,225

Down $19,791 (-18%) from 2019

Expenses

Up

$139,724

Up $19,901 (+17%) from 2019

Net Income

Down

-$47,499

Down $39,692 (-508%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $275,469Liabilities 2011: $260,767Net Assets 2011: $14,7022011Assets 2012: $281,533Liabilities 2012: $254,943Net Assets 2012: $26,5902012Assets 2013: $247,227Liabilities 2013: $216,101Net Assets 2013: $31,1262013Assets 2014: $289,355Liabilities 2014: $217,992Net Assets 2014: $71,3632014Assets 2015: $312,597Liabilities 2015: $201,734Net Assets 2015: $110,8632015Assets 2016: $288,890Liabilities 2016: $208,957Net Assets 2016: $79,9332016Assets 2017: $327,796Liabilities 2017: $266,039Net Assets 2017: $61,7572017Assets 2018: $187,323Liabilities 2018: $184,366Net Assets 2018: $2,9572018Assets 2019: $264,365Liabilities 2019: $260,652Net Assets 2019: $3,7132019Assets 2020: $449,610Liabilities 2020: $312,291Net Assets 2020: $137,3192020Assets 2021: $365,056Liabilities 2021: $200,094Net Assets 2021: $164,9622021Assets 2022: $310,595Liabilities 2022: $212,701Net Assets 2022: $97,8942022Assets 2023: $304,208Liabilities 2023: $291,184Net Assets 2023: $13,0242023Assets 2024: $302,785Liabilities 2024: $291,108Net Assets 2024: $11,6772024

Highlighted filing

2020

Assets$449,610
Liabilities$312,291
Net Assets$137,319

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $178,586Expenses 2011: $151,470Net Income 2011: $27,1162011Revenue 2012: $197,597Expenses 2012: $165,754Net Income 2012: $31,8432012Expenses 2013: $179,0112013Revenue 2014: $222,696Expenses 2014: $149,014Net Income 2014: $73,6822014Revenue 2015: $186,491Expenses 2015: $140,196Net Income 2015: $46,2952015Revenue 2016: $207,439Expenses 2016: $169,785Net Income 2016: $37,6542016Revenue 2017: $161,519Expenses 2017: $186,342Net Income 2017: -$24,8232017Revenue 2018: $96,871Expenses 2018: $149,719Net Income 2018: -$52,8482018Revenue 2019: $112,016Expenses 2019: $119,823Net Income 2019: -$7,8072019Revenue 2020: $92,225Expenses 2020: $139,724Net Income 2020: -$47,4992020Revenue 2021: $79,986Expenses 2021: $136,519Net Income 2021: -$56,5332021Revenue 2022: $64,268Expenses 2022: $114,003Net Income 2022: -$49,7352022Revenue 2023: $53,654Expenses 2023: $56,798Net Income 2023: -$3,1442023Revenue 2024: $44,582Expenses 2024: $39,212Net Income 2024: $5,3702024

Highlighted filing

2020

Revenue$92,225
Expenses$139,724
Net Income-$47,499
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 19, 2021
Return Version
2019v5.1
Gross Receipts
$92,225
Mission and Program Overview

Mission

Health education and services for over 2000 women and men. This includes workshops, seminars, and preventive care , testing for aids, cancer screening and other health issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$616,188$296,628▼ $319,560
Pd in Cap Srpls Land Bldg Eqp Fund$94,018$137,319▲ $43,301
Cash and Non-Interest-Bearing Accounts$135,536$136,760▲ $1,224
Inventories for Sale or Use$9,889$9,889→ $0
Receivables From Officers Etc$8,607--
Savings and Temporary Cash Investments$4,736$6,333▲ $1,597
Rtn Earn Endowment Incm Other Fnds$3,713--
Prepaid Expenses and Deferred Charges$-510,591--
Total Assets$264,365$449,610▲ $185,245
Liabilities
Other Liabilities$165,517$198,558▲ $33,041
Mortgage Notes Payable Secured by Investment Property-$94,018-
Grants Payable-$12,500-
Accounts Payable and Accrued Expenses$1,117$7,215▲ $6,098
Total Liabilities$166,634$312,291▲ $145,657
Net Assets / Fund Balance
Total Net Assets Fund Balance$97,731$137,319▲ $39,588
Total Liabilities and Net Assets / Fund Balance$264,365$449,610▲ $185,245

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$223,543$19,353$242,896
Land$71,019-$71,019
Equipment$2,066$344$2,410
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Suzann GagePresidentFT$55,000$55,000
Jeanette KangasTreasurerPT$1,000$1,000

Board Members and Trustees

NameTitle
Mary DuvalBd Member
Mia SalazarBd Member
Camilla CracchioloSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$77,611
Program Service Revenue
$14,613
Investment Income
$1
Other Revenue
$0
All Other Contributions
$77,611
Change in Net Assets
$-47,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,256
Salaries, Compensation, and Employee Benefits$60,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$56,000--$56,000
Fees for Services Other$15,635$15,634-$31,269
Occupancy$7,851$7,851-$15,702
Payroll Taxes$4,468--$4,468
Information Technology$1,046$1,047-$2,093
Insurance$434$434-$868
Other Expenses$668$1,352-$668
Advertising$299$299-$598
Conferences and Meetings$124$125-$249
Office Expenses-$194-$194
Travel-$26-$26
Total Functional Expenses$112,472$27,252$0$139,724
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 Officers, Directors, Trustees, and Key Employees$8,607--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$185,339
Direct Deposit Liabilities$9,439
Loans From Directors$3,780
U S Bank-
Payroll and Sales Tax-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Progressive Health Services
EIN
95-4070694
Phone
6194051823
Address
909 CURRY ROAD, Roseburg, OR 97471
Doing Business As
Progressive Health Services

Signing Officer

Name
Suzann Gage
Title
President
Signed
2021-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzann Gage
Formed
1985
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
1

Preparer

Firm
Glenda Taylor & Associates Inc
Address
13101 WWASHINGTON BLVD, LOS ANGELES, CA 90066
Preparer
Glenda Taylor
Phone
3108390600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Property tax 963, staff lunch 30, or transit tax 40

Form 990, Part IX, Line 11G

Supplies office and inst 29869, donations 350, reconc. 17

Form 990, Part XI, Line LINE 9

Recalculation to correct real estate requires adjustment.

Form 990, Part X, Line LINE 30

Recalculation to correct real estate requires adjustment.

Form 990, Part X, Line LINE 10

Correction of building to 1/2 owned by phs .correct depreciation. Depreciation for first year carried with bldg.

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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt096871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0161518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0207438
IRS990ScheduleA/Total509Grp/TotalAmt0670065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0112014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0161518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0207438
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0670065
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0223543
IRS990ScheduleD/BuildingsGrp/DepreciationAmt019353
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0242896
IRS990ScheduleD/EquipmentGrp/BookValueAmt02066
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0344
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02410
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt071019
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt071019
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0185339
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19439
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23780
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DIRECT DEPOSIT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LOANS FROM DIRECTORS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3U S BANK
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PAYROLL AND SALES TAX
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0296628
IRS990ScheduleD/TotalLiabilityAmt0198558
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt092670
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt192669
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0HELP FUND EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1HELP FUND EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0101231
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1101230
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0SUZANN GAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1JEANETTE KANGAS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1TREASURER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/TotalBalanceDueAmt0185339
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROPERTY TAX 963, STAFF LUNCH 30, OR TRANSIT TAX 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES OFFICE AND INST 29869, DONATIONS 350, RECONC. 17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECALCULATION TO CORRECT REAL ESTATE REQUIRES ADJUSTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECALCULATION TO CORRECT REAL ESTATE REQUIRES ADJUSTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CORRECTION OF BUILDING TO 1/2 OWNED BY PHS .CORRECT DEPRECIATION. DEPRECIATION FOR FIRST YEAR CARRIED WITH BLDG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part X, Line LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part X, Line LINE 10
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0264365
IRS990/TotalAssetsEOYAmt0449610
IRS990/TotalAssetsGrp/BOYAmt0264365
IRS990/TotalAssetsGrp/EOYAmt0449610
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt077611
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027252
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0112472
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139724
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0166634
IRS990/TotalLiabilitiesEOYAmt0312291
IRS990/TotalLiabilitiesGrp/BOYAmt0166634
IRS990/TotalLiabilitiesGrp/EOYAmt0312291
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt097731
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0137319
IRS990/TotalProgramServiceRevenueAmt014613
IRS990/TotalReportableCompFromOrgAmt056000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092225
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0264365
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0449610
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt026
IRS990/TravelGrp/TotalAmt026
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0909 CURRY ROAD
IRS990/USAddress/CityNm0ROSEBURG
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097471
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.progressivehealth.org
IRS990/WhistleblowerPolicyInd0true
ReasonableCauseExplanation/ExplanationTxt0PROGRESSIVE HEALTH SERVICES WISHES TO BE EXCUSSED FROM THE 20 PER DAY PENALTY, FOR LATE FILING. THE PROOF OF HARDSHIP EXPERIENCED WAS SUBMITTED IN A LETTER SENT TO THE INTERNAL REVENUE, BY SUZANN GAGE, IN THE FIRST WEEK OF JANUARY, 2021. THE REASONS INVOLVED DEATHS OF MEMBERS AND THE COVID CRISIS.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANN GAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROGRESSIVE HEALTH SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0PROG
ReturnHeader/Filer/EIN0954070694
ReturnHeader/Filer/PhoneNum06194051823
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 CURRY ROAD
ReturnHeader/Filer/USAddress/CityNm0Roseburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLENDA TAYLOR & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013101 WWASHINGTON BLVD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$2.91$0.12$0.45$0.39$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$2.91$0.13$0.54$0.57$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$2.13$0.98$0.64$1.14$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$2.00$1.65$0.80$1.37$0.57
2020Detailed filing. Detailed filing data is available for this year.$4.50$3.12$1.37$0.92$1.40$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$2.61$0.04$1.12$1.20$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$1.84$0.03$0.97$1.50$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$2.66$0.62$1.62$1.86$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$2.09$0.80$2.07$1.70$0.38
2015Detailed filing. Detailed filing data is available for this year.$3.13$2.02$1.11$1.86$1.40$0.46
2014Detailed filing. Detailed filing data is available for this year.$2.89$2.18$0.71$2.23$1.49$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$2.16$0.31$1.79
2012Summary only. Only limited summary data is available for this year.$2.82$2.55$0.27$1.98$1.66$0.32
2011Summary only. Only limited summary data is available for this year.$2.75$2.61$0.15$1.79$1.51$0.27