2024-05-09T09:23:09-05:00 2023-06-30 111986323 MARCUM LLP 1 MONTGOMERY STREET SUITE 1700 SAN FRANCISCO CA 94104 990 2022-07-01 941716828 PROGRESS FOUNDATION PROG 4158610828 368 FELL STREET SAN FRANCISCO CA 94102 STEVEN FIELDS EXECUTIVE DIRECTOR 4158610828 2024-05-06 1 STEVEN FIELDS 999009999 0 ROGER BULOSAN P00221282 4154326200 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVEN FIELDS 368 FELL STREET SAN FRANCISCO CA 94102 28497902 0 X WWW.PROGRESSFOUNDATION.ORG X 1969 CA TO PROVIDE SOCIAL REHABILITATION AND MENTAL HEALTH SERVICES IN A NON-INSTITUTIONAL SETTING. 9 9 602 6 0 0 26760428 27503633 802590 907284 14248 42651 127545 44334 27704811 28497902 0 0 0 0 21823568 22169059 0 0 0 6085716 6634021 27909284 28803080 -204473 -305178 22915210 24579071 16507325 18476364 6407885 6102707 X TO PROMOTE REHABILITATION AND RECOVERY FOR INDIVIDUALS WITH MENTAL ILLNESS AND TO ENCOURAGE THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE AND SELF DETERMINATION FOR EACH PERSON WE SERVE. 0 0 3971887 DORE URGENT CARE CLINIC IS DESIGNED TO SERVE INDIVIDUALS WHO ARE IN PSYCHIATRIC CRISIS, BUT WHO DO NOT REQUIRE HOSPITALIZATION, INVOLUNTARY TREATMENT, SECLUSION, OR RESTRAINT. THE CLINIC IS OPEN 24/7 AND IS ABLE TO ACCOMMODATE UP TO 12 CLIENTS AT ANY ONE TIME. CLIENTS ARE TYPICALLY REFERRED FROM SAN FRANCISCO POLICE DEPARTMENT, COMMUNITY HEALTH CLINICS, CASE MANAGERS, OUTPATIENT CLINICS, SAN FRANCISCO GENERAL HOSPITAL PSYCHIATRIC EMERGENCY SERVICES TRIAGE OR MEDICAL EMERGENCY ROOMS. 3345923 PROGRESS SONOMA AND PARKER HILL PLACE ARE LOCATED IN THE SONOMA COUNTY. PROGRESS SONOMA IS A 10-BED CRISIS RESIDENTIAL FACILITY PROVIDING SERVICES TO AN ACUTE POPULATION OF ADULTS SEEKING SUPPORT ON A VOLUNTARY BASIS. ALL REFERRALS ARE RECEIVED FROM SONOMA COUNTY BEHAVIORAL HEALTH WITH THE INTENT OF KEEPING FOLKS OUT OF HOSPITAL SETTINGS AND IN THEIR COMMUNITY FOR TREATMENT. AT PROGRESS SONOMA, BOTH SAFETY AND INDIVIDUALIZED TREATMENT ARE PRIORITIZED TO HELP PEOPLE MEET THEIR SHORT-TERM GOALS, REINTEGRATE BACK INTO THEIR COMMUNITY, AND DISCHARGE TO A LOWER LEVEL OF CARE. THE PROGRAM IS OPEN 24/7 WITH A QUALIFIED TEAM OF COUNSELORS WHO PROVIDE SERVICES ALL DAY. INDIVIDUALS RECEIVING CRISIS RESIDENTIAL SERVICES HAVE ACCESS TO THE SUPPORT THEY NEED TO MANAGE THEIR IMMEDIATE BEHAVIORAL HEALTH. 2316490 PROGRESS PLACE AND BELLA HOUSE ARE LOCATED IN THE CITY OF NAPA. PROGRESS PLACE IS AN 8-BED PSYCHIATRIC CRISIS RESIDENTIAL TREATMENT PROGRAM. THIS PROGRAM IS ABLE TO WORK WITH ALL ADULT AND YOUNG ADULT AGE GROUPS INCLUDING TRANSITIONAL YOUTH (TY), WHO ARE 16 AND 17 AND WITH PERSONS OVER THE AGE OF 60. THIS IS A TWO-WEEK PROGRAM FOR RESIDENTS NEEDING STABILIZATION AFTER CRISIS. BELLA HOUSE IS A TWELVE-BED PSYCHIATRIC TRANSITIONAL RESIDENTIAL PROGRAM WITH AN IN-HOUSE STRUCTURED TREATMENT PROGRAM. CLIENTS ARE EXPECTED TO DEVELOP A PLANNED-SCHEDULE OF ACTIVITIES AND SERVICES OUTSIDE THE HOUSE DURING THE DAY, IN COMBINATION WITH GROUPS PROVIDED IN-HOUSE. CLIENTS WHO HAVE NOT YET ESTABLISHED THEIR SCHEDULE WORK ON INDIVIDUAL TREATMENT PLANS AND ACTIVITIES OF DAILY LIVING DURING THE DAY. 15880292 951618 OTHER PROGRAM SERVICES CONSIST OF ROOM AND BOARD REVENUES EARNED AT ALTERNATE PROGRESS FOUNDATION LOCATIONS, AND THE EXPENSES INCURRED TO EARN SAID REVENUE. 15880292 951618 25514592 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 0 1 602 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SWATI KAPADIA 4158610828 368 FELL STREET SAN FRANCISCO CA 94102 LEE AURICH BOARD MEMBER 1.00 X 0 0 0 MARGARET CIMINO BOARD MEMBER 1.00 X 0 0 0 SETH KATZMAN VICE CHAIR 1.00 X X 0 0 0 SCOT RUSSELL CHAIRMAN 1.00 X X 0 0 0 KAREN WENGER BOARD MEMBER 1.00 X 0 0 0 ALANA HARRINGTON BOARD MEMBER 1.00 X 0 0 0 LESLIE BILBRO BOARD MEMBER 1.00 X 0 0 0 TATO TORRES BOARD MEMBER 1.00 X 0 0 0 MARTY WINTER BOARD MEMBER 1.00 X 0 0 0 NATALIE ST CLAIR SECRETARY 40.00 X 113752 0 14052 SWATI KAPADIA CFO & TREASURER 40.00 X 167551 0 7011 STEVE FIELDS EXECUTIVE DIRECTOR 40.00 X 250558 0 10331 THOMAS QUIRK PSYCHIATRIST 40.00 X 244932 0 19239 JOHANNA SLUSER REGISTERED NURSE 40.00 X 188169 0 9502 KATHERINE HUYNH NURSE PRACTITIONER 40.00 X 185413 0 16919 SONYA LAKHA REGISTERED NURSE 40.00 X 204106 0 17606 BERNADETT NAVARRO-SIMEON CLINICAL DIRECTOR 40.00 X 171673 0 16369 1526154 0 111029 20 0 1 0 0 27084800 418833 27503633 ROOM AND BOARD 623990 820382 820382 MISC. PROG. SERVICE 623990 86902 86902 907284 42651 42651 OTHER REVENUE 623990 44334 44334 44334 28497902 951618 0 42651 563254 563254 17350836 15994530 1356306 223844 162012 61832 2471497 2256419 215078 1559628 1413873 145755 156320 20495 135825 120928 120928 863655 592299 271356 197823 149439 48384 827204 785013 42191 176487 147908 28579 479550 299258 180292 553168 551094 2074 372699 372699 TELEPHONE/UTILITIES 846042 813526 32516 FOOD/MEALS 843374 834764 8610 MISCELLANEOUS 638538 573342 65196 REPAIRS/MAINTENANCE 558233 547921 10312 28803080 25514592 3288488 0 9782 5793 4179027 4859904 352881 351515 2859529 2368694 41842 41842 129649 177046 23195226 9672818 14075576 13522408 1266924 3251869 22915210 24579071 3269658 2619995 6232258 7094431 20495 20495 4468471 3634231 2516443 5107212 16507325 18476364 X 6407885 6102707 6407885 6102707 22915210 24579071 -305178 0 X X 0 1 X 0 0 X 24663351 24795333 24568041 26750228 27494293 128271246 24663351 24795333 24568041 26750228 27494293 128271246 128271246 4343 31435 13464 14248 42651 106141 128377387 8398942 0.99920 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5612102 5612102 16311608 8558233 7753375 639307 639307 0 326712 326712 0 305497 148566 156931 13522408 CLIENT DEPOSITS 348914 DEFERRED COMPENSATION 759582 DUE FROM AFFILIATE 355620 OTHER ASSETS 79731 OPERATING LEASE RIGHT-OF-USE ASSETS 1708022 3251869 DEFERRED COMPENSATION 759582 CLIENT DEPOSITS 21482 ADVANCE FROM SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH 1497532 CONDITIONAL GRANT 1111329 OPERATING LEASE LIABILITIES 1717287 5107212 X 28497902 0 28497902 0 28497902 28803080 0 28803080 0 28803080 PART IV, LINE 2B: THE AGENCY HAS A DEPOSIT FOR CLIENT LOANS FUNDED BY THE CITY AND COUNTY OF SAN FRANCISCO. THESE FUNDS ARE TO BE UTILIZED FOR LOANS TO RESIDENTS. FUNDS AVAILABLE FOR CLIENT LOANS AS OF JUNE 30, 2023 WERE $20,495. PART X, LINE 2: THE AGENCY IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THE AGENCY IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AND IS NOT LIABLE FOR FEDERAL UNEMPLOYMENT TAXES. U. S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE AGENCY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE AGENCY'S TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR UNKNOWN INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE AGENCY'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE NO EXAMINATIONS IN PROGRESS NOR ARE THERE ANY PENDING. X X X 0 0 0 0 0 0 0 0 0 THOMAS QUIRK PSYCHIATRIST 244932 0 0 0 0 0 9797 0 9442 0 264171 0 0 0 STEVE FIELDS EXECUTIVE DIRECTOR 250558 0 0 0 0 0 10022 0 309 0 260889 0 0 0 SONYA LAKHA REGISTERED NURSE 204106 0 0 0 0 0 8164 0 9442 0 221712 0 0 0 KATHERINE HUYNH NURSE PRACTITIONER 185413 0 0 0 0 0 7417 0 9502 0 202332 0 0 0 JOHANNA SLUSER REGISTERED NURSE 188169 0 0 0 0 0 0 0 9502 0 197671 0 0 0 BERNADETT NAVARRO-SIMEON CLINICAL DIRECTOR 171673 0 0 0 0 0 6867 0 9502 0 188042 0 0 0 SWATI KAPADIA CFO & TREASURER 167551 0 0 0 0 0 6702 0 309 0 174562 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2013-06-19 8427650 REFINANCING NOTES PAYABLE ON VARIOUS MENTAL HEALTH TREATMENT FACILITIES 0 0 0 A 8427650 8255582 166481 3587 2012 1 0 1 1 A 0 0 1 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE 990 BEFORE THE EXECUTIVE DIRECTOR SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MONITORS ALL MONETARY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS PUBLICATIONS WHICH LIST COMPARABLE SALARIES OF KEY EMPLOYEES IN THE SAME INDUSTRY AND TAKES INTO CONSIDERATION THE EXECUTIVE DIRECTOR'S LENGTH OF SERVICE. ALL OTHER KEY EMPLOYEES' SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART XII, LINE 2C THERE HAS BEEN NO CHANGE TO THE PROGRAM'S PROCESS. FORM 990 PART V, LINE 14(B) THE ORGANIZATION DOES NOT OFFER OR PROVIDE TANNING SERVICES. PROGRESS APARTMENTS 368 FELL STREET SAN FRANCISCO CA 94102 943083025 PROVIDE LOW INCOME HOUSING FOR MENTALLY DISABLED INDIVIDUALS CA 501(C)(3) LINE 7 N/A 0 EDDY STREET APARTMENTS 368 FELL STREET SAN FRANCISCO CA 94102 770351235 PROVIDE LOW INCOME HOUSING FOR MENTALLY DISABLED INDIVIDUALS CA 501(C)(3) LINE 7 N/A 0 LA PLAYA APARTMENTS 368 FELL STREET SAN FRANCISCO CA 94102 943324453 PROVIDE LOW INCOME HOUSING FOR MENTALLY DISABLED INDIVIDUALS CA 501(C)(3) LINE 7 N/A 0 SKYLINE APARTMENTS 368 FELL STREET SAN FRANCISCO CA 94102 943401075 PROVIDE LOW INCOME HOUSING FOR MENTALLY DISABLED INDIVIDUALS CA 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0