Partnership for Progress FY2023 filing

Alamosa, COUnknown exempt organizationEIN 57-1238587Revenue $70K in FY2023

On file with the IRS128 Market Street · Alamosa, CO

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To provide substance abuse counseling and treatment to individuals so they can improve their lives and enrich those around them.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $13K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
139 mo
of spending, in cash
Looks good: 139.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$119K
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$70K
-84% vs prior year
Spent
$57K
To programs
100%
Net assets
$571K
By yearFY2020–FY2024
Revenue
$70K
FY2023▼ -84%
Tap a bar for its year
Revenue by fiscal year
FY2020$643K
FY2021$610K
FY2022$443K
FY2023$70K
FY2024$0
Expenses
$57K
FY2023▼ -85%
Tap a bar for its year
Expenses by fiscal year
FY2020$599K
FY2021$652K
FY2022$391K
FY2023$57K
FY2024$0
Net assets
$571K
FY2023▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$549K
FY2021$507K
FY2022$559K
FY2023$571K
FY2024$0

From the FY2023 Form 990 (year ending June 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 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 Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $57K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
CEO (from 3/2023)
$0Pt VII · Sec A
CEO & Board Member (to 3/2023)
$0Pt VII · Sec A
Board Chair (from 3/2023)
$0Pt VII · Sec A
Board Member (from 3/2023)
$0Pt VII · Sec A
Vice Chair(from 3/2023)
$0Pt VII · Sec A
Vice Chair (to 3/2023)
$0Pt VII · Sec A
Treasurer & CFO (to 3/2023)
$0Pt VII · Sec A
Secretary (from 3/2023)
$0Pt VII · Sec A
See Partnership for Progress executive salaries →

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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 counseling and treatment for substance abuse to help people improve their lives.

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3 programs · $57K · in their own filed words · FY2022
01

Signal requires contract goals to measure program success. Partnership for progress ("PFP") was required to serve 60 unique detox clients and actually served 196 clients. The contract required that PFP serve 18 indigent outpatient clients; PFP served 115 unique clients.

$57Kprogram expense
02

(continued) Southeast operated as a Community Mental Health Center and is affiliated with Southeast Behavioral Health Group, Partnership for Progress, Family Guidance Institute, and Southeast Wellness Works, LLC (collectively, the Health Group).

Pt IX · col B
03

during the fiscal year ending 6-30-2023, Southeast Behavioral Health Group's board of directors and officers expanded to include the officers and board of directors of valley-wide health system.

Pt IX · col B

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$70K
Ln 12
Fees for servicesLn 2g$62K
Gifts and grantsLn 1h$4K
Other incomeLn 4–11$2K
Money outPt IX
$57K
Ln 25
Programscol B$57K
Owns and owesPt X
$571K
net assets · Ln 32
Cash and savingsLn 1–2$662K
Total assetsLn 16$691K
LiabilitiesLn 26$119K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4K
Government grantsLn 1e$4K
Fees for servicesLn 2g$62K
Investment incomeLn 3$2K
Other incomeLn 4–11$2K
Gains on assetsLn 7$0
Total revenueLn 12$70K
Assets in detailPt X, end of year
CashLn 1$662K
SavingsLn 2$0
Cash and savings togetherLn 1–2$662K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$313
Total assetsLn 16$691K
LiabilitiesLn 26$119K
Net assetsLn 32$571K
OperationsPt I, VI
EmployeesI 50
VolunteersI 62
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$624K$662K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$723K$691K
LiabilitiesLn 26$164K$119K
Net assetsLn 32$559K$571K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$24K$24K
Pension plan contributionsLn 8$1K$1K
Other employee benefitsLn 9$8K$8K
Payroll taxesLn 10$2K$2K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$4K$4K
Information technologyLn 14$839$839
RoyaltiesLn 15$0
OccupancyLn 16$6K$6K
TravelLn 17$4K$4K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$5K$5K
Total functional expensesLn 25$57K$57K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $0$0$0$0 990 PDF
FY2023 Viewing $70K$57K$13K$571K 990 PDF
FY2022 $443K$391K$52K$559K 990 PDF
FY2021 $610K$652K−$42K$507K 990 PDF
FY2020 $643K$599K$44K$549K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $69,645 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $343,371$3,788
I-9 Program service revenuePrior year $96,135$62,126
I-10 Investment incomePrior year $174$1,711
I-11 Other revenuePrior year $3,332$2,020
I-12 Total revenuePrior year $443,012$69,645
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $222,084$35,488
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $169,154$21,572
I-18 Total expensesPrior year $391,238$57,060
I-19 Revenue less expensesPrior year $51,774$12,585
Part VI · Governance 0 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $69,645 across 10 lines filed
VIII-1e Government grants$3,788
VIII-1h Total contributions, gifts and grants$3,788
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $62,126$62,126
VIII-3 Investment incomeExcluded from tax $1,711$1,711
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,020$2,020
VIII-12 Total revenueRelated to mission $64,146 · Unrelated business $0 · Excluded from tax $1,711$69,645
Part IX · Statement of functional expenses $57,060 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $24,191$24,191
IX-8 Pension plan contributionsPrograms $1,007$1,007
IX-9 Other employee benefitsPrograms $8,025$8,025
IX-10 Payroll taxesPrograms $2,265$2,265
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $4,280$4,280
IX-14 Information technologyPrograms $839$839
IX-15 Royalties$0
IX-16 OccupancyPrograms $5,686$5,686
IX-17 TravelPrograms $4,415$4,415
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $1,288$1,288
IX-24 Other expenses (24a–d)Programs $5,064$5,064
IX-25 Total functional expensesPrograms $57,060 · Management $0 · Fundraising $0$57,060
Part X · Balance sheet $690,508 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $623,898$662,475
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $98,013$27,720
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $920$313
X-16 Total assetsStart of year $722,831$690,508
X-17 Accounts payable and accrued expensesStart of year $4,984$640
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $159,179$118,615
X-26 Total liabilitiesStart of year $164,163$119,255
X-27 Net assets without donor restrictionsStart of year $558,668$571,253
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $558,668$571,253
X-33 Total liabilities and net assetsStart of year $722,831$690,508
Part XI · Reconciliation of net assets $571,253 net assets at year end
XI-1 Total revenue$69,645
XI-2 Total expenses$57,060
XI-3 Revenue less expenses$12,585
XI-4 Net assets at start of year$558,668
XI-10 Net assets at end of year$571,253

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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