Partners for Progress Nfp FY2021 filing

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Provide individuals with physical, mental, and emotional challenges alternative therapeutic programs using quality trained horses.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-2375514) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$77K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $102K a year · 10% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
80% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$77K
to officers and key staff · 9% of spending
Pay to officers and key staff is 9% of spending.
Part VII, Section A
1.1 mo
of spending, in cash
1.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $141K
7 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$169K
32% of total assets
Liabilities are 32% of assets.
Pt X · Ln 26
Independent board members
4
of 4 voting members
4 of 4 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.0M
+50% vs prior year
Spent
$828K
To programs
80%
Net assets
$364K
By yearFY2020–FY2024
Revenue
$1.0M
FY2021▲ +50%
Tap a bar for its year
Revenue by fiscal year
FY2020$685K
FY2021$1.0M
FY2022$1.1M
FY2023$1.2M
FY2024$1.3M
Expenses
$828K
FY2021▲ +26%
Tap a bar for its year
Expenses by fiscal year
FY2020$656K
FY2021$828K
FY2022$986K
FY2023$1.1M
FY2024$1.2M
Net assets
$364K
FY2021▲ +124%
Tap a bar for its year
Net assets by fiscal year
FY2020$163K
FY2021$364K
FY2022$497K
FY2023$538K
FY2024$644K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $660K Management & general 16% · $132K Fundraising 4% · $35K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990; $77K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Exec Directo
$76,550Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Diane Helgeland’s $89K as Exec Directo is at the 24th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021
Diane Helgeland$88,525$88,525$87,693$76,550
Anne Margaret Huffman$27,400$25,000——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Partners for Progress Nfp executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers alternative therapy programs using trained horses for individuals with challenges.

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2 programs · $660K · in their own filed words · FY2021
01

On average 225 rides per week in hippotherapy, power hour, therapeutic sports riding, recreational riding, camps and at risk equine experiential learning programs. We etensively use peopel from lake county juvenile center & adult probation as volunteers, many of whom are offered jobs upon their release.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-2375514) · Dispute this line
$550Kprogram expense
02

Horse shows for members to compete at

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-2375514) · Dispute this line
$110Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 7 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$570K
Fees for servicesLn 2g$402K
Other incomeLn 4–11$57K
Money outPt IX
$828K
Ln 25
Programscol B$660K
Managementcol C$132K
Fundraisingcol D$35K
Owns and owesPt X
$364K
net assets · Ln 32
Cash and savingsLn 1–2$76K
Total assetsLn 16$533K
LiabilitiesLn 26$169K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$570K
Government grantsLn 1e$39K
Noncash giftsLn 1g$277K
Fundraising eventsLn 1c$176K
Fees for servicesLn 2g$402K
Other incomeLn 4–11$57K
Gains on assetsLn 7−$677
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$76K
Cash and savings togetherLn 1–2$76K
Notes and loans receivableLn 7$4K
Land, buildings, equipmentLn 10c$391K
Other assetsLn 15$61K
Total assetsLn 16$533K
LiabilitiesLn 26$169K
Net assetsLn 32$364K
OperationsPt I, VI
EmployeesI 511
VolunteersI 655
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$277K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$33K$76K
Land, buildings, equipmentLn 10c$154K$391K
Total assetsLn 16$249K$533K
LiabilitiesLn 26$86K$169K
Net assetsLn 32$163K$364K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$225K$102K$99K$24K
Payroll taxesLn 10$21K$9K$9K$2K
Accounting feesLn 11c$15K$15K
Advertising and promotionLn 12$2K$18$2K
Office expensesLn 13$10K$762$3K$6K
Information technologyLn 14$897$897
OccupancyLn 16$127K$127K
TravelLn 17$5K$4K$1K
Conferences, conventions and meetingsLn 19$305$305
InterestLn 20$6K$6K
Depreciation, depletion and amortizationLn 22$90K$90K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$314K$314K
All other expensesLn 24e$9K$5K$3K$1K
Total functional expensesLn 25$828K$660K$132K$35K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Jul 1, 2025 $1.3M$1.2M$106K$644K 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $1.2M$1.1M$41K$538K 990 PDF
FY2022Filed with the IRS Oct 3, 2023 $1.1M$986K$133K$497K 990 PDF
FY2021 ViewingFiled with the IRS Nov 15, 2022 $1.0M$828K$201K$364K 990 PDF
FY2020Filed with the IRS Nov 15, 2022 $685K$656K$29K$163K 990 PDF

Schedules filed Part IV

A · Public support I · Grants M · Noncash O · Explanations
See the full FY2021 990
Part I · Summary $1,028,679 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $407,841$569,894
I-9 Program service revenuePrior year $246,425$401,997
I-10 Investment incomePrior year −$937−$677
I-11 Other revenuePrior year $31,692$57,465
I-12 Total revenuePrior year $685,021$1,028,679
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $205,988$245,493
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $450,433$582,022
I-18 Total expensesPrior year $656,421$827,515
I-19 Revenue less expensesPrior year $28,600$201,164
Part VI · Governance 4 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,028,679 across 9 lines filed
Lines not itemized here account for $61,348 of total revenue; see the IRS return.
VIII-1c Fundraising events$175,761
VIII-1e Government grants$38,885
VIII-1f All other contributions, gifts and grants$355,248
VIII-1g Noncash contributions (included above)$276,716
VIII-1h Total contributions, gifts and grants$569,894
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $401,997$401,997
VIII-7 Net gain or loss on sales of assetsRelated to mission −$677−$677
VIII-8 Net income from fundraising eventsExcluded from tax −$3,883−$3,883
VIII-12 Total revenueRelated to mission $401,320 · Excluded from tax $57,465$1,028,679
Part IX · Statement of functional expenses $827,515 across 14 lines filed
IX-7 Other salaries and wagesPrograms $101,504 · Management $99,490 · Fundraising $23,937$224,931
IX-10 Payroll taxesPrograms $9,236 · Management $9,144 · Fundraising $2,182$20,562
IX-11c Accounting feesManagement $15,363$15,363
IX-12 Advertising and promotionPrograms $18 · Fundraising $2,443$2,461
IX-13 Office expensesPrograms $762 · Management $2,951 · Fundraising $5,875$9,588
IX-14 Information technologyManagement $897$897
IX-16 OccupancyPrograms $126,928$126,928
IX-17 TravelPrograms $3,976 · Management $1,070$5,046
IX-19 Conferences, conventions and meetingsPrograms $305$305
IX-20 InterestPrograms $6,188$6,188
IX-22 Depreciation, depletion and amortizationPrograms $89,932$89,932
IX-23 InsurancePrograms $2,286$2,286
IX-24 Other expenses (24a–d)Programs $314,331$314,331
IX-24e All other expensesPrograms $4,636 · Management $3,005 · Fundraising $1,056$8,697
IX-25 Total functional expensesPrograms $660,102 · Management $131,920 · Fundraising $35,493$827,515
Part X · Balance sheet $532,529 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $32,635$75,752
X-7 Notes and loans receivableStart of year $392$3,846
X-10c Land, buildings and equipment, netStart of year $154,458$391,467
X-15 Other assetsStart of year $61,464$61,464
X-16 Total assetsStart of year $248,949$532,529
X-17 Accounts payable and accrued expensesStart of year $86,209$82,489
X-19 Deferred revenue$473
X-24 Unsecured notes and loans payable$85,664
X-26 Total liabilitiesStart of year $86,209$168,626
X-27 Net assets without donor restrictionsStart of year $162,740$363,903
X-32 Total net assets or fund balancesStart of year $162,740$363,903
X-33 Total liabilities and net assetsStart of year $248,949$532,529
Part XI · Reconciliation of net assets $363,903 net assets at year end
XI-1 Total revenue$1,028,679
XI-2 Total expenses$827,515
XI-3 Revenue less expenses$201,164
XI-4 Net assets at start of year$162,740
XI-9 Other changes in net assets−$1
XI-10 Net assets at end of year$363,903

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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