2025-04-01T19:46:40-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1 MONTGOMERY STREET SUITE 1700 SAN FRANCISCO CA 94104 990 2023-07-01 941716828 PROGRESS FOUNDATION PROG 4158610828 368 FELL STREET SAN FRANCISCO CA 94102 STEVEN FIELDS EXECUTIVE DIRECTOR 4158610828 2025-02-14 1 1 ROGER BULOSAN P00221282 4154326200 2025-02-14 2023 2025-03-06 01:10:19Z STEVEN FIELDS 368 FELL STREET SAN FRANCISCO CA 94102 31902977 0 X WWW.PROGRESSFOUNDATION.ORG X 1969 CA TO PROVIDE SOCIAL REHABILITATION AND MENTAL HEALTH SERVICES IN A NON-INSTITUTIONAL SETTING. 9 9 546 0 0 0 27503633 30475677 907284 1097342 42651 86666 44334 243292 28497902 31902977 0 0 0 0 22169059 23707471 0 0 0 6634021 7394417 28803080 31101888 -305178 801089 24579071 23552241 18476364 16648445 6102707 6903796 X PROGRESS FOUNDATION PROMOTES REHABILITATION AND ENCOURAGES THE HIGHEST POSSIBLE LEVEL OF SELF-SUFFICIENCY FOR INDIVIDUALS WHO ARE LIVING WITH AND LEARNING TO MANAGE A MENTAL ILLNESS. 0 0 4356514 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. 3596740 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 ALL YEAR LONG WITH A QUALIFIED TEAM OF COUNSELORS WHO PROVIDE SERVICES 24 HOURS PER DAY. INDIVIDUALS RECEIVING CRISIS RESIDENTIAL SERVICES HAVE ACCESS TO THE SUPPORT THEY NEED TO MANAGE THEIR IMMEDIATE BEHAVIORAL HEALTH OBSTACLES IN ABOUT 1 TO 3 WEEKS. ONE-TO-ONE COUNSELING, CRISIS INTERVENTION, SKILL-BUILDING, AND TWICE DAILY THERAPEUTIC GROUPS ARE PART OF THE PROGRAM STRUCTURE PEOPLE ENGAGE WITH TO SUPPORT IN THEIR PATH TO RECOVERY AND WELLNESS. PARKER HILL IS A TWELVE-BED INTENSIVE SOCIAL REHABILITATION-TRANSITIONAL RESIDENTIAL PROGRAM FOR SONOMA COUNTY ADULT RESIDENTS WHO HAVE SERIOUS AND PERSISTENT MENTAL HEALTH DISORDERS AND ARE ABLE TO ACTIVELY PARTICIPATE IN THEIR PROCESS OF RECOVERY. THE HOUSE IS A VOLUNTARY PROGRAM WHICH SERVES RESIDENTS TRANSITIONING OUT OF LONG TERM CARE FACILITIES OR THOSE WHO WOULD OTHERWISE BE PLACED IN INSTITUTIONAL SETTINGS. ITS STAFF WORK COLLABORATIVELY WITH THE RESIDENT AND COMMUNITY RESOURCES TO DEVELOP A PLAN FOR TRANSITIONING TO COMMUNITY LIVING. 2414319 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, AND OVER THE LENGTH OF THEIR STAY 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. THE MAXIMUM LENGTH OF STAY IS ONE YEAR. 17918415 1340634 OTHER PROGRAM SERVICES CONSIST OF ROOM AND BOARD REVENUES EARNED AT ALTERNATE PROGRESS FOUNDATION LOCATIONS, AND THE EXPENSES INCURRED TO EARN SAID REVENUE. 17918415 1340634 28285988 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 15 0 1 546 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 CHAIR 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 29 0 1 0 0 30458695 16982 30475677 ROOM AND BOARD 623990 961233 961233 MISC. PROG. SERVICE 623990 136109 136109 1097342 86666 86666 OTHER REVENUE 623990 243292 243292 243292 31902977 1340634 0 86666 563255 563255 18900740 17997212 903528 248250 181791 66459 2433158 2266032 167126 1562068 1397623 164445 174248 8723 165525 211825 211825 1226095 959795 266300 196986 152319 44667 998281 950614 47667 91460 70214 21246 263407 261614 1793 579662 579662 758888 714681 44207 FOOD/MEALS 955061 940134 14927 TELEPHONE/UTILITIES 797924 760280 37644 MISCELLANEOUS 650788 572837 77951 REPAIRS/MAINTENANCE 489792 472457 17335 31101888 28285988 2815900 0 5793 11009 4859904 3178440 351515 350540 2368694 3174277 41842 41842 177046 286126 23097296 10154550 13522408 12942746 759582 918709 2492287 2648552 24579071 23552241 2619995 2808048 7094431 6939528 20495 20495 3634231 3665734 5107212 3214640 18476364 16648445 X 6102707 6903796 6102707 6903796 24579071 23552241 801089 0 X X 0 1 X 0 0 X 24795333 24568041 26750228 27494293 30458695 134066590 24795333 24568041 26750228 27494293 30458695 134066590 134066590 31435 13464 14248 42651 86666 188464 134255054 8831263 0.99860 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5612102 5612102 16213678 9031745 7181933 639307 639307 0 326712 326712 0 305497 156786 148711 12942746 CLIENT DEPOSITS 383806 DUE FROM AFFILIATE 456180 OPERATING LEASE RIGHT-OF-USE ASSETS 1704261 OTHER ASSETS 104305 2648552 DEFERRED COMPENSATION 918709 CLIENT DEPOSITS 34458 ADVANCE FROM SAN FRANCISCO DEPARTMENT OF PUBLIC HEALTH 537236 OPERATING LEASE LIABILITIES 1724237 3214640 X 31902977 0 31902977 0 31902977 31101888 0 31101888 0 31101888 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, 2024 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