2024-08-15T13:12:44-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-10-01 311740153 PARTNERS FOR PROGRESS INC PART 2259238100 4731 NORTH BLVD BATON ROUGE LA 70806 JIM DANIELS CHIEF EXECUTIVE OFFICER 2259238100 2024-08-15 1 0 LACEY M QUATSOE P01300865 4078021200 2024-08-15 2022 2024-08-08 14:25:15Z JIM DANIELS 4731 NORTH BLVD BATON ROUGE LA 70806 805016 0 X N/A X 2004 LA HOUSING FOR THE ELDERLY, HANDICAPPED AND/OR PERSONS OF LOW INCOME IN EAST BATON ROUGE PARISH 7 7 4 7 0 0 2246703 532860 369159 197064 0 3520 0 68620 2615862 802064 0 0 0 0 207469 197523 0 0 0 287404 222581 494873 420104 2120989 381960 8282668 12461430 2797702 5844504 5484966 6616926 PROMOTE & ADVANCE DECENT, SAFE & SANITARY HOUSING FOR ELDERLY, HANDICAPPED &/OR PERSONS OF LOW TO MODERATE INCOME IN EAST BATON ROUGE PARISH. CONSTRUCT, ASSIST IN THE CONSTRUCTION OF, OR ACQUIRE & EQUIP BUILDINGS, STRUCTURES & FIXTURES FOR LOW TO MODERATE INCOME RESIDENTS. 0 0 250673 197064 TO PROMOTE & ADVANCE DECENT, SAFE & SANITARY HOUSING FOR ELDERLY, HANDICAPPED &/OR PERSONS OF LOW TO MODERATE INCOME IN EAST BATON ROUGE PARISH. TO CONSTRUCT, ASSIST IN THE CONSTRUCTION OF, OR ACQUIRE & EQUIP BUILDINGS, STRUCTURES & FIXTURES FOR LOW TO MODERATE INCOME RESIDENTS. 250673 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 X JANELLE BROWN 2252629146 4730 NORTH BOULEVARD BATON ROUGE LA 70806 JUSTIN GAUDET PRESIDENT 1.00 0.00 X X 0 0 0 EMMETT ROBBINS FIRST VICE PRESIDENT 1.00 0.00 X X 0 0 0 AL GENSLER BOARD MEMBER 1.00 0.00 X 0 0 0 DIANNA PAYTON BOARD MEMBER 1.00 0.00 X 0 0 0 DR BARBARA CAPENTER BOARD MEMBER 1.00 0.00 X 0 0 0 TERRY LANDRY BOARD MEMBER 1.00 0.00 X 0 0 0 PAMELA WALL BOARD MEMBER 1.00 0.00 X 0 0 0 JIM DANIELS CHIEF EXECUTIVE OFFICER 5.00 40.00 X 0 265830 43198 JANELLE BROWN CHIEF OPERATING OFFICER 12.00 28.00 X 43495 101489 23639 43495 367319 66837 0 0 1 0 0 517860 15000 532860 DEVELOPER FEE 624229 119514 119514 ACQUISITION FEE 624229 77550 77550 197064 3520 3520 3000 2952 48 48 48 INSURANCE REIMBURSE 900099 68572 68572 68572 802064 197064 0 72140 X 50587 50587 124288 124288 16845 16845 5803 5803 40854 40854 4214 4214 11959 11959 73952 73952 29431 29431 7910 7910 4663 4663 1710 1710 16150 16150 3262 3262 OTHER GENERAL EXPENSES 11883 11883 TENANT SERVICES 10000 10000 SUNDRY EXPENSES 3239 3239 MISCELLANEOUS CONTRACTS 150 150 3204 3204 420104 250673 169431 0 1001817 1216698 710879 569508 6276119 7513544 1353 5180 3171918 15418 292500 3156500 8282668 12461430 157808 30515 971105 3656700 1668789 2157289 2797702 5844504 X 5484966 6616926 5484966 6616926 8282668 12461430 381960 750000 0 X 0 1 X 1 1 1 X 195938 30000 2475718 2246703 532860 5481219 353438 154724 258741 369159 197064 1333126 549376 184724 2734459 2615862 729924 6814345 0 307641 180964 488605 307641 180964 488605 6325740 1699 489 2240 6520 10948 1699 489 2240 6520 10948 4787 1000024 68572 1073383 555862 185213 3736723 2615862 805016 7898676 0.80090 0.86360 0.00140 0.00060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 4,787. 2020 AMOUNT: $ 24. MORTGAGE ASSIGNMENTS - 2020 AMOUNT: $ 1,000,000. INSURANCE REIMBURSEMENT - 2022 AMOUNT: $ 68,572. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3156500 3156500 15418 15418 0 3156500 DUE TO PRIMARY GOVERNMENT 2157289 2157289 X 805016 0 805016 -2952 -2952 802064 423056 0 423056 -2952 -2952 420104 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC AGENCY, UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. AS SUCH, ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO INCOME TAX. THE CORPORATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE CORPORATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. BASED ON AN EVALUATION OF THE CORPORATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE FISCAL YEAR-ENDED SEPTEMBER 30, 2023. NOTE: THE FILING ORGANIZATION SHOULD BE REPORTED AS SECTION 501(C)(3) INSTEAD IN THE FINANCIALS TAX FOOTNOTE. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE -2,952. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE -2,952. 0 0 0 1 0 0 0 0 0 JIM DANIELS CHIEF EXECUTIVE OFFICER 0 258630 0 0 0 7200 0 20500 0 22698 0 309028 0 0 JANELLE BROWN CHIEF OPERATING OFFICER 40887 95402 2608 6087 0 0 4104 9576 2988 6971 50587 118036 0 0 LINE 3: THE COMPENSATION PAID TO THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE RELATED ORGANIZAITON, EAST BATON ROUGE PARISH HOUSING AUTHORITY, USING AN ANNUAL COMPENSATION STUDY/SURVEY AND BOARD APPROVAL UPON REVIEW AND PRESENTATION BY THE EXECUTIVE COMMITTEE. LINE 5A: THE CHIEF OPERATING OFFICER'S BONUS IS BASED ON NET DEVELOPER FEE REVENUE OF THE FILING ORGANIZATION. FORM 990, PART V, LINE 2A: THE NUMBER OF EMPLOYEES LISTED AS BEING ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE THE EAST BATON ROUGE PARISH HOUSING AUTHORITY IS THE COMMON PAYMASTER FOR THE FILING ORGANIZATION, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A THE PRESIDENT, VICE PRESIDENT, AND SECOND VICE PRESIDENT SHALL COMPOSE THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED TO TRANSACT THE BUSINESS OF THE CORPORATION DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL ANSWER TO THE BOARD OF DIRECTORS FOR ALL ACTIONS TAKEN IN THEIR INDIVIDUAL AND COLLECTIVE CAPACITY, ON BEHALF OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PARTNERS FOR PROGRESS INC. FOLLOWS THE CONFLICT OF INTEREST POLICY FOR EAST BATON ROUGE PARISH HOUSING AUTHORITY: NO EMPLOYEE OF THE EAST BATON ROUGE PARISH HOUSING AUTHORITY SHALL HAVE ANY EMPLOYMENT, OR ENGAGE IN ANY BUSINESS OR COMMERCIAL TRANSACTION, OR ENGAGE IN ANY PROFESSIONAL ACTIVITY, OR INCUR ANY OBLIGATION IN WHICH DIRECTLY OR INDIRECTLY HE OR SHE WOULD HAVE AN INTEREST THAT WOULD IMPAIR HIS OR HER INDEPENDENCE OF JUDGEMENT OR ACTION IN THE PERFORMANCE OF HIS OR HER OFFICIAL DUTIES OR THAT WOULD BE IN CONFLICT WITH THE PERFORMANCE OF HIS OR HER OFFICIAL DUTIES. NO EMPLOYEE SHALL HAVE OR ENTER INTO ANY CONTRACT WITH ANY PERSON WHO HAS OR ENTERS INTO A CONTRACT WITH THE AUTHORITY UNLESS: A. THE CONTRACT BETWEEN THE PERSON AND THE AUTHORITY IS AWARDED PURSUANT TO COMPETITIVE BIDDING PROCEDURES AND/OR PURCHASING POLICIES AS OUTLINED IN REGULATIONS PROMULGATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), STATE LAW, AND THE EAST BATON ROUGE PARISH HOUSING AUTHORITY PROCUREMENT POLICY; OR B. THE CONTRACT BETWEEN THE PERSON AND THE AUTHORITY IS ONE IN WHICH THE AUTHORITY EMPLOYEE HAS NO INTEREST, HAS NO DUTIES OR RESPONSIBILITIES, OR IF THE CONTRACT WITH THE PERSON IS ONE WHICH THE AUTHORITY EMPLOYEE ENTERED INTO PRIOR TO BECOMING AN EMPLOYEE. NO EMPLOYEE OF THE AUTHORITY SHALL DISCUSS, VOTE UPON, DECIDE OR TAKE PART IN (FORMALLY OR INFORMALLY) ANY MATTER BEFORE THE AUTHORITY IN WHICH HE OR SHE HAS AN INTEREST. ANY MATTER DECIDED ON, CONTRACTED, ADJUDICATED, OR IN ANY WAY ACTED UPON BY AN EMPLOYEE WHO DOES NOT DISCLOSE A PERSONAL INTEREST EITHER IN THE MATTER, OR IN ANY PERSON OR ORGANIZATION HAVING AN INTEREST IN THE MATTER, MAY BE CONSIDERED NULL AND VOID BY THE AUTHORITY. SUCH A MATTER MAY BE REFERRED TO THE ETHICS REVIEW COMMITTEE TO RENDER JUDGMENT AND ASSESS ANY PENALTIES IF NECESSARY. IF THE ETHICS REVIEW COMMITTEE RENDERS JUDGMENT THAT A MATTER WAS PERFORMED; A CONTRACT ENTERED INTO; OR ANY MATTER WAS CONDUCTED, DECIDED OR ACTED UPON IN A MANNER PROHIBITED BY THE CODE OF ETHICS; IT MAY THEN PROPOSE, AMONG OTHER THINGS, THAT THE BOARD OF COMMISSIONERS SEEK AN INJUNCTION AGAINST THE PROSCRIBED ACTION. FORM 990, PART VI, SECTION B, LINE 15B THE COMPENSATION PAID TO THE CHIEF OPERATING OFFICER IS DETERMINED BY THE RELATED ORGANIZATION, EAST BATON ROUGE PARISH HOUSING AUTHORITY, USING AN ANNUAL COMPENSATION STUDY/SURVEY AND BOARD APPROVAL UPON REVIEW AND PRESENTATION BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 73,952. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,952. 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