2012-07-09T17:51:57-05:00 2011-06-30 LAUTZE & LAUTZE 303 SECOND STREET SUITE 950N SAN FRANCISCO CA 94107 990 2010-07-01 941716828 PROGRESS FOUNDATION PROG 4158610828 368 FELL STREET SAN FRANCISCO CA 94102 DAVID CHENOK 4158610828 2012-07-09 1 ROGER BULOSAN 4155436900 2010 2016-02-24 21:20:13Z MR STEVEN FIELDS 368 FELL STREET SAN FRANCISCO CA 94102 20542562 0 X WWW.PROGRESSFOUNDATION.ORG X 1969 CA TO PROVIDE SOCIAL REHABILITATION AND MENTAL HEALTH SERVICES IN A NON-INSTITUTIONAL SETTING. 8 8 399 1 0 0 18146015 18088874 924582 1099730 7128 1239774 0 0 19077725 20428378 0 0 0 0 14814817 14920915 0 0 0 4622911 4348269 19437728 19269184 -360003 1159194 16140282 17149030 9909483 9758320 6230799 7390710 X TO PROMOTE REHABILITATION AND RECOVERY FOR INDIVIDUALS WITH MENTAL ILLNESS AND TO ENCOURAGE THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE AND SELF DETERMINATION FOR EACH PERSON WE SERVE. 0 0 1444058 1537806 DORE ST. CRISIS PROVIDES CRISIS INTERVENTION AND TREATMENT SERVICES WHICH ARE THE EQUIVALENT OF THOSE OFFERED AT AN ACUTE PSYCHIATRIC HOSPITAL. IT IS INTENDED TO DIVERT INDIVIDUALS FROM HOSPITALIZATION, WHENEVER POSSIBLE. 2330613 2497584 DORE URGENT CARE CENTER IS A MEDICALLY-STAFFED PSYCHIATRIC URGENT CARE COMMUNITY CLINIC COMBINED WITH DORE RESIDENCE, A CRISIS RESIDENTIAL TREATMENT STABILIZATION PROGRAM. THE 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 HOURS A DAY, 7 DAYS A WEEK, 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. 1294975 1462580 AVENUES PROVIDES CRISIS INTERVENTION AND TREATMENT SERVICES WHICH ARE THE EQUIVALENT OF THOSE OFFERED AT AN ACUTE PSYCHIATRIC HOSPITAL. IT IS INTENDED TO DIVERT INDIVIDUALS FROM HOSPITALIZATION, WHENEVER POSSIBLE. 12723467 1078222 OTHER PROGRAM SERVICES CONSISTS OF ROOM AND BOARD REVENUES EARNED AT ALTERNATE PROGRESS FOUNDATION LOCATIONS, AND THE EXPENSES INCURRED TO EARN SAID REVENUE. 12723467 1078222 17793113 1 1 0 0 0 0 0 0 0 1 0 0 0 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 1 0 0 0 0 1 38 0 1 399 1 0 0 0 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 1 1 1 1 1 1 1 0 0 CA X X MS ROSE GEE 4158610828 368 FELL STREET SAN FRANCISCO CA 94102 MAGGIE CIMINO 1.00 X 0 0 0 DAVE CHENOK 1.00 X 0 0 0 NEIL DICKMAN 1.00 X 0 0 0 JOANNE LEWIS 1.00 X 0 0 0 SCOT RUSSELL 1.00 X 0 0 0 BOB SCHINDEWOLF 1.00 X 0 0 0 KAREN WENGER 1.00 X 0 0 0 MARTY WINTER 1.00 X 0 0 0 STEVEN FIELDS 40.00 X 177660 0 7635 JAMES HARSTAD 40.00 X 138291 0 6082 THOMAS QUIRK 40.00 X 190000 0 14637 CECILE O'CONNOR 40.00 X 148500 0 12977 CARA HOEPNER 40.00 X 122280 0 7037 MICHEL GROULX 40.00 X 106771 0 742 JENNIFER CUMMINGS 30.00 X 106752 0 11307 990254 0 60417 7 0 1 0 UC REGENTS UCSF SAN FRANCISCO CA 941430608 PSYCHIATRIC SERVICES - DOCTORS 248768 REGENTS OF THE UC UCSF PO BOX 7464 SAN FRANCISCO CA 941207464 NURSING SERVICES 169760 2 18043849 45025 18088874 ROOM AND BOARD 623990 831533 831533 MISC. PROG. SERVICE 623990 268197 268197 1099730 3958 3958 1350000 114184 1235816 1235816 1235816 20428378 1099730 0 1239774 331993 6614 325379 11429390 10677738 751652 140399 110837 29562 2007200 1896325 110875 1011933 928621 83312 23567 23567 34600 34600 713236 710234 3002 380096 290159 89937 925819 925819 60152 34993 25159 564873 564873 403343 377298 26045 166409 166409 FOOD/MEALS 613817 604273 9544 REPAIRS/MAINTENANCE 234894 230261 4633 HOUSEHOLD 118365 118365 MISCELLANEOUS 92678 75707 16971 DUES AND SUBSCRIPTIONS 16420 16420 19269184 17793113 1476071 0 5833 9419 2100909 4807080 26638 3113 1973005 626897 71908 65179 15345116 4217322 11540399 11127794 19411 20149 402179 489399 16140282 17149030 1039698 1059140 8697150 8499450 172635 199730 9909483 9758320 X 6194161 7377597 36638 13113 6230799 7390710 16140282 17149030 X 1159194 717 X 0 1 1 X 0 X 10312672 15547934 17315279 18146015 18088874 79410774 10312672 15547934 17315279 18146015 18088874 79410774 79410774 33078 23753 6924 7128 3958 74841 79485615 4767894 0.99910 0.99870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1742 1 1 4604542 4604542 9665619 3293715 6371904 370301 330581 39720 489072 418440 70632 215582 174586 40996 11127794 OBLIGATION FOR CLIENT LOANS 24505 DEFERRED COMPENSATION 175225 199730 20428378 19269184 1159194 718 -1 717 1159911 20429096 718 718 20428378 0 20428378 19269185 0 19269185 0 19269185 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE FOUNDATION HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND REQUIRES THE AFFIRMATIVE EVALUATION THAT IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS OF A TAX POSITION, THAT AN ORGANIZATION IS ENTITLED TO ECONOMIC BENEFITS RESULTING FROM TAX POSITIONS TAKEN IN INCOME TAX RETURNS. FOR TAX-EXEMPT ENTITIES, FAVORABLE TAX STATUS IS ITSELF DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. IF A TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATIONS EVALUATION ON JUNE 30, 2011 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2007 THROUGH 2010 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE TAX YEARS 2006 THROUGH 2010 REMAIN SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD. THE FOUNDATION DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 8: ROUNDING OF $1. X X X 0 0 0 0 0 0 0 0 0 STEVEN FIELDS 172320 0 0 0 5340 0 6893 0 742 0 185295 0 0 0 THOMAS QUIRK 190000 0 0 0 0 0 7600 0 7037 0 204637 0 0 0 CECILE O'CONNOR 148500 0 0 0 0 0 5940 0 7037 0 161477 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF OPERATING OFFICER PRESENTS AND REVIEWS THE 990 WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF OPERATING OFFICER MONITORS ALL MONETARY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS PUBLICATIONS WHICH LISTS COMPARABLE SALARIES OF KEY EMPLOYEES IN THE SAME INDUSTY 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 718. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: 717. ELECTRONIC FILING THE TAXPAYER MANUALLY FILED THIS TAX RETURN ON FEBRUARY 16, 2012 BECAUSE THE IRS HAD SUSPENDED EXEMPT ORGANIZATION ELECTRONIC FILING FROM JANUARY 1, 2012 THROUGH FEBRUARY 29, 2012. THE ATTEMPT AT ELECTRONIC FILING WAS MADE AS SOON AS THE TAXPAYER RECEIVED IRS NOTICE CP-254 INDICATING THAT THE TAX RETURN MUST BE ELECTRONICALLY FILED. THUS, NO PENALTY FOR LATE FILING SHOULD BE ASSESSED. PROGRESS APARTMENTS 368 FELL STREET SAN FRANCISCO CA 94102 943083025 PROVIDE LOW INCOME HOUSING FOR MENTALLY DISABLED INDIVIDUALS CA 501(C)(3) LINE 9 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 9 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 9 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 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 PROGRESS APARTMENTS O 12000 EDDY STREET APARTMENTS O 18336 LA PLAYA APARTMENTS O 13298 SKYLINE APARTMENTS O 13297