Partners for Progress Nfp FY2022 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, FY2022. 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.
81¢ of each $1 spent went to programs.
$88K 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

FY2022 · 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
81%
of spending
81% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$88K
to officers and key staff · 9% of spending
Pay to officers and key staff is 9% of spending.
Part VII, Section A
2.2 mo
of spending, in cash
2.2 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
$149K
23% of total assets
Liabilities are 23% 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
$1.1M
+9% vs prior year
Spent
$986K
To programs
81%
Net assets
$497K
By yearFY2020–FY2024
Revenue
$1.1M
FY2022▲ +9%
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
$986K
FY2022▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$656K
FY2021$828K
FY2022$986K
FY2023$1.1M
FY2024$1.2M
Net assets
$497K
FY2022▲ +37%
Tap a bar for its year
Net assets by fiscal year
FY2020$163K
FY2021$364K
FY2022$497K
FY2023$538K
FY2024$644K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2022 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

81 cents of each dollar spent went to programs.

Program services 81% · $800K Management & general 15% · $148K Fundraising 4% · $37K

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; $88K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Exec Directo
$87,693Pt 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 · $800K · in their own filed words · FY2022
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, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-2375514) · Dispute this line
$800Kprogram expense
02

Horse shows for members to compete at

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 20-2375514) · Dispute this line
Pt IX · Ln 25 · col B

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 FY2022 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$607K
Fees for servicesLn 2g$515K
Money outPt IX
$986K
Ln 25
Programscol B$800K
Managementcol C$148K
Fundraisingcol D$37K
Owns and owesPt X
$497K
net assets · Ln 32
Cash and savingsLn 1–2$178K
Total assetsLn 16$646K
LiabilitiesLn 26$149K
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$607K
Noncash giftsLn 1g$194K
Fundraising eventsLn 1c$197K
Fees for servicesLn 2g$515K
Gains on assetsLn 7−$19K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$178K
Cash and savings togetherLn 1–2$178K
Land, buildings, equipmentLn 10c$406K
Other assetsLn 15$61K
Total assetsLn 16$646K
LiabilitiesLn 26$149K
Net assetsLn 32$497K
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$194K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$76K$178K
Land, buildings, equipmentLn 10c$391K$406K
Total assetsLn 16$533K$646K
LiabilitiesLn 26$169K$149K
Net assetsLn 32$364K$497K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$276K$128K$120K$29K
Payroll taxesLn 10$22K$11K$9K$2K
Accounting feesLn 11c$8K$8K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$5K$150$2K$3K
Information technologyLn 14$472$472
OccupancyLn 16$157K$157K
TravelLn 17$9K$7K$1K
Conferences, conventions and meetingsLn 19$505$505
InterestLn 20$6K$6K
Depreciation, depletion and amortizationLn 22$138K$138K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$341K$336K$5K$989
All other expensesLn 24e$17K$15K$3K
Total functional expensesLn 25$986K$800K$148K$37K

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
FY2022 ViewingFiled with the IRS Oct 3, 2023 $1.1M$986K$133K$497K 990 PDF
FY2021Filed 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 FY2022 990
Part I · Summary $1,118,451 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $569,894$606,840
I-9 Program service revenuePrior year $401,997$514,562
I-10 Investment incomePrior year −$677−$18,759
I-11 Other revenuePrior year $57,465$15,808
I-12 Total revenuePrior year $1,028,679$1,118,451
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $245,493$298,107
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $582,022$687,396
I-18 Total expensesPrior year $827,515$985,503
I-19 Revenue less expensesPrior year $201,164$132,948
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 $1,118,451 across 8 lines filed
Lines not itemized here account for $43,311 of total revenue; see the IRS return.
VIII-1c Fundraising events$196,977
VIII-1f All other contributions, gifts and grants$409,863
VIII-1g Noncash contributions (included above)$194,419
VIII-1h Total contributions, gifts and grants$606,840
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $514,562$514,562
VIII-7 Net gain or loss on sales of assetsRelated to mission −$18,759−$18,759
VIII-8 Net income from fundraising eventsExcluded from tax −$27,503−$27,503
VIII-12 Total revenueRelated to mission $495,803 · Excluded from tax $15,808$1,118,451
Part IX · Statement of functional expenses $985,503 across 14 lines filed
IX-7 Other salaries and wagesPrograms $127,884 · Management $119,856 · Fundraising $28,538$276,278
IX-10 Payroll taxesPrograms $10,647 · Management $8,898 · Fundraising $2,284$21,829
IX-11c Accounting feesManagement $8,366$8,366
IX-12 Advertising and promotionFundraising $2,987$2,987
IX-13 Office expensesPrograms $150 · Management $2,257 · Fundraising $2,564$4,971
IX-14 Information technologyManagement $472$472
IX-16 OccupancyPrograms $156,739$156,739
IX-17 TravelPrograms $7,435 · Management $1,196$8,631
IX-19 Conferences, conventions and meetingsPrograms $505$505
IX-20 InterestPrograms $6,112$6,112
IX-22 Depreciation, depletion and amortizationPrograms $137,763$137,763
IX-23 InsurancePrograms $2,636$2,636
IX-24 Other expenses (24a–d)Programs $335,530 · Management $4,563 · Fundraising $989$341,082
IX-24e All other expensesPrograms $14,560 · Management $2,572$17,132
IX-25 Total functional expensesPrograms $799,961 · Management $148,180 · Fundraising $37,362$985,503
Part X · Balance sheet $645,597 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $75,752$178,302
X-10c Land, buildings and equipment, netStart of year $391,467$405,831
X-15 Other assetsStart of year $61,464$61,464
X-16 Total assetsStart of year $532,529$645,597
X-17 Accounts payable and accrued expensesStart of year $82,489$75,869
X-24 Unsecured notes and loans payableStart of year $85,664$72,875
X-26 Total liabilitiesStart of year $168,626$148,744
X-27 Net assets without donor restrictionsStart of year $363,903$496,853
X-32 Total net assets or fund balancesStart of year $363,903$496,853
X-33 Total liabilities and net assetsStart of year $532,529$645,597
Part XI · Reconciliation of net assets $496,853 net assets at year end
XI-1 Total revenue$1,118,451
XI-2 Total expenses$985,503
XI-3 Revenue less expenses$132,948
XI-4 Net assets at start of year$363,903
XI-9 Other changes in net assets$2
XI-10 Net assets at end of year$496,853

Form 990 e-file FY2022 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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