2025-03-14T13:26:24-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-07-01 521309011 PROGRESS UNLIMITED INC PROG 4103638550 11431 CRONHILL DRIVE SUITE C OWINGS MILLS MD 21117 MARY GATTO EXECUTIVE DIRECTOR 4103638550 2025-03-13 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-03-13 2023 2025-03-06 01:10:19Z MARY GATTO 11431 CRONHILL DRIVE SUITE C OWINGS MILLS MD 21117 16583003 0 X WWW.PROGRESSUNLIMITED.ORG X 1983 MD PROGRESS UNLIMITED, INC. PROVIDES SUPERVISED LIVING ARRANGEMENTS FOR DISABLED PERSONS. 8 8 312 8 0 0 275279 193388 14508471 16344205 4195 45410 -11028 0 14776917 16583003 0 0 0 0 10209362 11487371 0 0 0 3240004 3252978 13449366 14740349 1327551 1842654 11976975 13060110 5983717 5224198 5993258 7835912 X TO EMPOWER INDIVIDUALS TO LEAD FULFILLING AND PRODUCTIVE LIVES AT HOME AND IN THE COMMUNITY. 0 0 9177289 12787073 RESIDENTIAL PROGRAM:PROGRESS UNLIMITED, INC. PROVIDED 24-HOUR CARE AND SUPPORT TO 88 ADULTS WITH DEVELOPMENTAL DISABILITIES DURING THE YEAR. THIS INVALUABLE SERVICE ALLOWS RECIPIENTS THE OPPORTUNITY TO LIVE IN THEIR OWN COMMUNITIES AND EXPERIENCE FIRSTHAND ALL THE BENEFITS OF INDEPENDENCE. WE ARE LICENSED BY THE STATE OF MARYLAND DEPARTMENT OF HEALTH AND MENTAL HYGIENE (DHMH). WE OWN OR LEASE APPROXIMATELY 30 HOMES (APARTMENTS, TOWNHOMES, DETACHED HOMES, CONDOMINIUMS) IN BALTIMORE COUNTY. MANY OF OUR HOMES ARE WHEELCHAIR ACCESSIBLE. HOMES ARE DESIGNED TO ACCOMMODATE THREE COMPATIBLE INDIVIDUALS. STAFF SUPPORT AND ASSISTANCE IS AVAILABLE IN EACH HOME ACCORDING TO THE NEEDS OF THE INDIVIDUALS LIVING THERE. CONTINUED ON SCHEDULE O.MANY HOMES OFFER AWAKE OVERNIGHT STAFF COVERAGE AND MULTIPLE STAFF. RESIDENTIAL SERVICES, BEYOND HOUSING, ARE NUMEROUS AND VARIED. THEY INCLUDE: SUPERVISION AND SUPPORT BY TRAINED STAFF; HEALTH MANAGEMENT AND MEDICAL SERVICES INCLUDING ACCESS TO A REGISTERED NURSE 24 HOURS A DAY, 365 DAYS A YEAR; PSYCHIATRIC AND PSYCHOLOGICAL SERVICES; RESTRAINT-FREE BEHAVIORAL SUPPORT; TRANSPORTATION; CASE MANAGEMENT; FINANCIAL PLANNING; AND OPPORTUNITIES FOR PERSONAL GROWTH AND ENJOYMENT SUCH AS PARTICIPATING IN SPORTING ACTIVITIES, CONTINUING EDUCATION, BUILDING RELATIONSHIPS, CULTURAL ENRICHMENT, ETC. THE AGENCY ALSO ASSISTS INDIVIDUALS TO LOCATE OTHER SERVICES AS NEEDED (PHYSICAL THERAPY, SPEECH THERAPY, ETC). 2017906 1742766 DAY PROGRAM:PROGRESS UNLIMITED, INC. PROVIDES ADULT MEDICAL DAY CARE SERVICES TO ALL INDIVIDUALS WHO ARE ELIGIBLE. OUR CENTER WAS RENOVATED AND EXPANDED IN 2012 TO INCLUDE A SNOEZELEN ROOM FOCUSING ON A MULTI-SENSORY ENVIRONMENT. ELIGIBILITY FOR THOSE WHO REQUIRE FUNDING BY MEDICAL ASSISTANCE IS DETERMINED BY BALTIMORE COUNTY ADULT ELIGIBILITY REVIEW SERVICES (AERS). ELIGIBILITY FOR PRIVATE-PAY PARTICIPANTS IS DETERMINED BY CENTER STAFF. THE CENTER IS LICENSED BY THE STATE OF MARYLAND DEPARTMENT OF HEALTH AND MENTAL HYGIENE (DHMH) TO SERVE 130 PARTICIPANTS. OUR STAFFING RATIO IS 1:6 (STAFF:PERSON). TRANSPORTATION IS PROVIDED TO AND FROM THE CENTER TO ALL THOSE WITHIN THE CATCHMENT AREA. CONTINUED ON SCHEDULE O.THIS INCLUDES TRANSPORTATION OF PARTICIPANTS IN WHEELCHAIRS. EACH PROGRAM PARTICIPANT RECEIVES: AN INDIVIDUALIZED NURSING CARE PLAN; MEDICATION MANAGEMENT; MEDICAL TREATMENTS AS ORDERED BY THE PHYSICIAN; TWO NUTRITIONALLY BALANCED MEALS DAILY AS WELL AS SNACKS AND BEVERAGES; OPPORTUNITIES FOR EXERCISE, SOCIAL ACTIVITIES, LEISURE/RECREATIONAL ACTIVITIES, ARTS AND CRAFTS, GAMES, READING, VOCAL AND INSTRUMENTAL ARTS, AND OTHER ACTIVITIES; OPPORTUNITIES FOR COMMUNITY FIELD TRIPS; ACCESS TO HORTICULTURAL ACTIVITIES; ACCESS TO THE SPORT COURT; AND ACCESS TO THE SENSORY STIMULATION ROOM. IN ADDITION, THE CENTER OFFERS MANY PERSONAL SERVICES OFFERED TO PARTICIPANTS THAT INCLUDE: PODIATRY SERVICES BY AN MD; MASSAGE THERAPY BY A LICENSED PRACTITIONER; STYLIST AND BARBER SERVICES BY LICENSED PROFESSIONALS; MANICURES AND PEDICURES BY LICENSED PROFESSIONALS; AND PHYSICAL THERAPY BY LICENSED PROFESSIONALS. 623956 652946 SUPPORTED EMPLOYMENT PROGRAM:PROGRESS UNLIMITED, INC.'S SUPPORTED EMPLOYMENT PROGRAM ENCOURAGES EVERY INTERESTED INDIVIDUAL TO CONSIDER EMPLOYMENT AS HIS/HER OUTCOME. THE SUPPORTED EMPLOYMENT PROGRAM PLACES INDIVIDUALS IN A COMPETITIVE AND INTEGRATED SETTING WHICH COMPLEMENT THEIR STRENGTHS, PRIORITIES, ABILITIES, INTERESTS, AND INFORMED CHOICE WITH ONGOING SUPPORT SERVICES. THE GOAL OF PUI'S SUPPORTED EMPLOYMENT PROGRAM IS JOB PLACEMENT IN AN INTEGRATED SETTING FOR THE MAXIMUM NUMBER OF HOURS POSSIBLE BASED ON THE INDIVIDUAL'S EMPLOYMENT FACTORS. CONTINUED ON SCHEDULE O.A KEY CHARACTERISTIC WHICH DISTINGUISHES SUPPORTED EMPLOYMENT FROM OTHER EMPLOYMENT SERVICES IS THE PROVISION OF ONGOING SUPPORT SERVICES FOR INDIVIDUALS WITH THE MOST SIGNIFICANT DISABILITIES TO MAINTAIN EMPLOYMENT. ONGOING SUPPORT SERVICES ARE PROVIDED THROUGHOUT THE INTENSIVE AND EXTENDED PHASES OF SUPPORTED EMPLOYMENT. PUI UTILIZES THE FOLLOWING CUSTOMIZED APPROACH TO ENSURE A SUCCESSFUL EMPLOYMENT MATCH: AN INITIAL EXPLORATION PROCESS WHICH IDENTIFIES EACH JOB SEEKERS SKILLS, PREFERENCES, AND NATURAL TALENTS AS POTENTIAL EMPLOYER CONTRIBUTIONS; PROVIDES OPPORTUNITIES FOR INFORMATIONAL INTERVIEWS, JOB SHADOWING, TIME LIMITED WORK EXPERIENCES WITH POTENTIAL EMPLOYERS TO GAIN A BETTER UNDERSTANDING OF SPECIFIC JOB TASKS AND WORK ENVIRONMENTS; IDENTIFIES SPECIFIC LABOR NEEDS OF AREA BUSINESSES TO FOSTER A RELATIONSHIP IN THE COMMUNITY BETWEEN THE EMPLOYER AND OUR JOB SEEKER; AND PROVIDES CONTINUING SUPPORT THROUGH JOB COACHING, MENTORING, TRAINING AND/OR THE DEVELOPMENT OF NATURAL WORKPLACE SUPPORTS TO ENSURE A SUCCESSFUL TRANSITION. 471454 1161420 COMMUNITY DAY HABILITATION PROGRAM: THE KEY CHARACTERISTIC THAT DISTINGUISHES THE COMMUNITY DAY HABILITATION PROGRAM FROM OTHER DAY PROGRAMS IS THE COMMUNITY BASED SERVICES. PARTICIPANTS IN THIS PROGRAM ARE IN THE COMMUNITY DAILY RATHER THAN A BUILDING-BASED MODEL. THE ACCOMPLISHMENTS INCLUDE A ROBUST WEEKLY SCHEDULE OF DAY OUTINGS AND VOLUNTEER OPPORTUNITIES. INTEGRATION INTO THE COMMUNITY AT LARGE IS EVERY PERSON'S RIGHT AND WITH SUPPORT FROM QUALIFIED STAFF, PARTICIPANTS ENJOY LEARNING, HAVING NEW EXPERIENCES, MEETING NON-DISABLED COMMUNITY MEMBERS. THE GOAL OF DAY SERVICES IS ENRICHMENT WITH OPPORTUNITIES FOR FLUIDITY BETWEEN WORK AND NON-WORK ACTIVITIES. DIRECT SUPPORT STAFF FOSTER EACH PARTICIPANTS ENGAGEMENT TO THEIR PERSONAL LEVEL OF COMFORT. TRANSPORTATION IS PROVIDED, ALBEIT UNFUNDED BY DDA. 471454 1161420 12290605 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 312 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MD X MARY GATTO EXECUTIVE DIRECTOR 4103638550 11431 CRONHILL DRIVE SUITE C OWINGS MILLS MD 21117 CARRIE BRANGER CPA CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 JONATHAN LOWENBERG CPA TREASURER 1.00 X X 0 0 0 MIA ANDERSON SECRETARY 1.00 X X 0 0 0 SHELLEY KEIRN CPA DIRECTOR 1.00 X X 0 0 0 DARRYL BLACKWELL DIRECTOR 1.00 X 0 0 0 KIRSTEN OLIVER ESQ DIRECTOR 1.00 X 0 0 0 ROXANNE ROLOFF DIRECTOR 1.00 X 0 0 0 LEWYN GARRETT ESQ DIRECTOR 1.00 X 0 0 0 MARY GATTO EXECUTIVE DIRECTOR 40.00 X 175783 0 37264 AMY BELLIN CONTROLLER/TOP FINANCIAL 40.00 X 129988 0 9829 WENDY YOUNG GENERAL MANAGER 40.00 X 129072 0 52434 434843 0 99527 1 0 1 0 0 1346 88523 103519 193388 PROGRAM SERVICE FEES 900099 15630648 15630648 CLIENT FEES 900099 595190 595190 ANCILLARY SERVICES 900099 118367 118367 16344205 45410 45410 16583003 16344205 0 45410 389207 389207 9523241 8278075 1245166 254011 254011 556072 470287 85785 764840 624080 140760 1957 1957 81797 81797 477228 356271 120957 47825 45235 2590 281873 209936 71937 949182 732699 216483 259252 259252 103242 103242 256905 256905 298208 227927 70281 FOOD 392656 392656 STAFF DEVELOPMENT AND T 27732 27732 PROFESSIONAL DUES 17300 540 16760 57821 51757 6064 14740349 12290605 2449744 0 4253356 5729906 2079109 1143482 197498 1248457 77961 76022 5647648 2769591 2819508 2878057 2549543 1984186 11976975 13060110 899701 817114 208448 157633 2326025 2265265 2549543 1984186 5983717 5224198 X 5993258 7835912 5993258 7835912 11976975 13060110 1842654 0 X 0 1 X 1 0 X 114866 295531 596818 275279 168488 1450982 12875242 13410301 13486553 14508471 16369105 70649672 12990108 13705832 14083371 14783750 16537593 72100654 0 1841826 2714847 1261549 2154079 2936898 10909199 1841826 2714847 1261549 2154079 2936898 10909199 61191455 6285 3282 3977 4195 45410 63149 6285 3282 3977 4195 45410 63149 3320 4875 677 8872 12996393 13712434 14092223 14788622 16583003 72172675 0.84780 0.85870 0.00090 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - CASH BACK REWARDS - 2020 AMOUNT: $ 3,320. 2021 AMOUNT: $ 1,536. CREDIT CARD REWARDS - 2021 AMOUNT: $ 436. MISCELLANEOUS INCOME - 2021 AMOUNT: $ 85. 2022 AMOUNT: $ 677. GROSS INCOME FROM FUNDRAISING EVENT - 2021 AMOUNT: $ 2,818. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 720372 720372 2907180 1388513 1518667 536877 38724 498153 318410 300937 17473 1164809 1041417 123392 2878057 ROU ASSET 2933576 ROU ACCUMULATED AMORTIZATION -949390 1984186 SHORT TERM LEASE LIABILITY 484468 LONG TERM LEASE LIABILITY 1499718 1984186 X 16616125 33122 33122 16583003 0 16583003 14773471 33122 33122 14740349 0 14740349 PART IV, LINE 2B: CLIENT CASH FUNDS REPRESENT CASH RECEIVED BY CLIENTS FROM SOCIAL SECURITY AND OTHER SOURCES, WHICH ARE HELD IN AN AGENCY CAPACITY BY THE CORPORATION ON BEHALF OF THE CLIENT UNTIL USED BY THE CLIENT FOR THEIR EXPENSES. PART X, LINE 2: THE CORPORATION HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL POSITION, CHANGES IN ITS NET ASSETS, OR CASH FLOWS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUE ON AFS 33,122. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUE ON AFS 33,122. X X 0 0 0 0 0 0 0 0 0 MARY GATTO EXECUTIVE DIRECTOR 160783 0 15000 0 0 0 17732 0 19532 0 213047 0 0 0 WENDY YOUNG GENERAL MANAGER 104072 0 25000 0 0 0 36138 0 16296 0 181506 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY, BY RESOLUTION PASSED BY A MAJORITY OF THE WHOLE BOARD, DESIGNATE ONE OR MORE COMMITTEES, EACH COMMITTEE TO CONSIST OF TWO OR MORE OF THE DIRECTORS OF THE CORPORATION, WHICH, TO THE EXTENT PROVIDED IN THE RESOLUTION, SHALL HAVE AND MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS, AND MAY AUTHORIZE THE SEAL OF THE CORPORATION TO BE AFFIXED TO ALL PAPERS WHICH MAY REQUIRE IT. SUCH COMMITTEE OR COMMITTEES SHALL HAVE SUCH NAMES AS MAY BE DETERMINED FROM TIME TO TIME BY RESOLUTION ADOPTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND DISTRIBUTES IT TO MEMBERS OF THE AUDIT COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING THE CONFLICT OF INTEREST POLICY AND DISCLOSING ANY CONFLICTS ANNUALLY. THE CONFLICT OF INTEREST POLICY COVERS MEMBERS OF THE BOARD, AGENCY STAFF, VOLUNTEERS, AND/OR STANDING COMMITTEE MEMBERS. IN THE EVENT AN ISSUE IS BEING CONSIDERED BY THE BOARD WHICH MAY PERSONALLY BENEFIT A MEMBER OF THE BOARD, THAT BOARD MEMBER MUST ABSTAIN FROM VOTING ON THAT PARTICULAR ISSUE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR IS RECUSED FROM THE PROCESS, AND CONTEMPORANEOUS SUBSTANTIATION FOR THE DELIBERATION AND DECISION OF THE BOARD IS AVAILABLE ONLY TO THE COMPENSATION COMMITTEE. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.