2026-04-22T13:05:29-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-07-01 941716828 PROGRESS FOUNDATION PROG 4158610828 368 FELL STREET SAN FRANCISCO CA 94102 STEVEN FIELDS EXECUTIVE DIRECTOR 4158610828 2026-04-21 1 1 SHELBY NETZ P01405265 4147775500 2026-04-13 2024 2025-03-06 01:10:19Z STEVEN FIELDS 368 FELL STREET SAN FRANCISCO CA 94102 34145961 0 X WWW.PROGRESSFOUNDATION.ORG X 1969 CA TO PROVIDE SOCIAL REHABILITATION AND MENTAL HEALTH SERVICES IN A NON-INSTITUTIONAL SETTING. 8 8 546 8 0 0 30475677 32780974 1097342 1247992 86666 116995 243292 0 31902977 34145961 0 0 0 0 23707471 26061399 0 0 0 7394417 7623274 31101888 33684673 801089 461288 23552241 23055861 16648445 15690777 6903796 7365084 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 4769504 0 176 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. 2056251 0 273598 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. 1559805 0 1600 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. 22425151 0 972618 OTHER PROGRAM SERVICES CONSIST OF ROOM AND BOARD REVENUES EARNED AT ALTERNATE PROGRESS FOUNDATION LOCATIONS, AND THE EXPENSES INCURRED TO EARN SAID REVENUE. 22425151 0 972618 30810711 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 12 0 1 546 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X SWATI KAPADIA 4158610828 368 FELL STREET SAN FRANCISCO CA 94102 THOMAS QUIRK PSYCHIATRIST 40.00 0.00 X 255794 0 18553 STEVEN FIELDS EXECUTIVE DIRECTOR 40.00 8.00 X 259591 0 11092 ANNIE LE PER DIEM NURSE PRACTITIONER 40.00 0.00 X 194609 0 16105 HUAN MWANA NURSE PRACTITIONER 40.00 0.00 X 189233 0 8277 SWATI KAPADIA CFO & TREASURER 40.00 8.00 X 181567 0 7829 JERILYN CADIZ REGISTERED NURSE 32.00 0.00 X 141511 0 20781 NATALIE ST CLAIR DIRECTOR OF OPS & PROJECTS 40.00 8.00 X 143531 0 6258 NAMOSHRI CHAUDHURI PER DIEM NURSE PRACTITIONER 26.00 0.00 X 120641 0 5853 MARGARET CIMINO CHAIR 1.00 10.00 X X 0 0 0 LESLIE BILBRO VICE CHAIR 1.00 10.00 X X 0 0 0 ALANA HARRINGTON DIRECTOR 1.00 10.00 X 0 0 0 KAREN WENGER MD DIRECTOR 1.00 10.00 X 0 0 0 LEE AURICH DIRECTOR 1.00 10.00 X 0 0 0 MARTY WINTER DIRECTOR 1.00 10.00 X 0 0 0 SCOT RUSSELL PHD DIRECTOR 1.00 10.00 X 0 0 0 SETH KATZMAN DIRECTOR 1.00 10.00 X 0 0 0 1486477 0 94748 24 0 1 0 0 32765904 15070 32780974 ROOM AND BOARD 623990 970203 970203 PROGRAM SERVICES 623990 277789 277789 1247992 116995 116995 34145961 1247992 0 116995 634001 585086 48915 20767196 19268512 1498684 268490 165452 103038 2668341 2475981 192360 1723371 1555646 167725 76033 76033 141929 141929 1162099 730651 431448 565879 485407 80472 1636557 1619859 16698 114793 97993 16800 263292 257281 6011 522377 522377 825506 785328 40178 FOOD 1124816 1113357 11459 REPAIRS AND MAINTENANCE 640216 626720 13496 HOUSEHOLD EXPENSES 437745 437602 143 STAFF EDUCATION 54768 46845 7923 57264 36614 20650 33684673 30810711 2873962 0 11009 7663 3178440 4315935 350540 349538 3174277 2328482 41842 41835 286126 282623 24931626 12491158 12942746 12440468 918709 1096635 2648552 2192682 23552241 23055861 2808048 2661692 0 36515 6939528 6779358 20495 20495 3665734 3028234 3214640 3164483 16648445 15690777 X 6903796 7365084 6903796 7365084 23552241 23055861 461288 0 X X 0 1 X 1 0 X 24568041 26760428 27503633 30475677 32780974 142088753 24568041 26760428 27503633 30475677 32780974 142088753 142088753 13464 14248 42651 86666 116995 274024 142362777 5377953 0.99810 0.99860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5612102 5612102 18034827 11259128 6775699 652484 609894 42590 326712 326712 0 305501 295424 10077 12440468 CLIENT DEPOSITS 370498 DUE FROM AFFILIATE 488436 OPERATING LEASE RIGHT-OF-USE ASSETS 1248063 OTHER ASSETS 85685 2192682 DEFERRED COMPENSATION 1096635 CLIENT DEPOSITS 42773 CONTRACT REFUNDS PAYABLE 92921 LEASE LIABILITY PAYABLE 1261314 ACCRUED INTEREST 670840 3164483 X 34145961 0 34145961 0 34145961 33684673 0 33684673 0 33684673 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, 2025 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 HAS 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 0 0 0 0 0 0 0 0 0 THOMAS QUIRK PSYCHIATRIST 255794 0 0 0 0 0 10232 0 8321 0 274347 0 0 0 STEVEN FIELDS EXECUTIVE DIRECTOR 237091 0 0 0 22500 0 10384 0 708 0 270683 0 0 0 ANNIE LE PER DIEM NURSE PRACTITIONER 194609 0 0 0 0 0 7784 0 8321 0 210714 0 0 0 HUAN MWANA NURSE PRACTITIONER 189233 0 0 0 0 0 7569 0 708 0 197510 0 0 0 SWATI KAPADIA CFO & TREASURER 169098 0 0 0 12469 0 7121 0 708 0 189396 0 0 0 JERILYN CADIZ REGISTERED NURSE 141511 0 0 0 0 0 0 0 20781 0 162292 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 NONEAVAIL 2022-08-11 7370528 REFINANCING NOTES PAYABLE ON 2013 BOND 0 0 0 A 591170 7370528 7241670 128858 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 A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY THE MEMBERS OF THE BOARD EVERY YEAR. COMPLIANCE IS CHECKED THROUGH ROUTINE REVIEWS AND MANAGEMENT CHECK-INS, AND ANY ISSUES IDENTIFIED WERE ADDRESSED PROMPTLY THROUGH CORRECTIVE ACTION, ADDITIONAL GUIDANCE, OR TRAINING. THIS CONSISTENT OVERSIGHT HELPED ENSURE THE POLICY WAS FOLLOWED IN PRACTICE, NOT JUST IN WRITING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE EXECUTIVE DIRECTOR'S COMPENSATION. COMPARABILITY DATA IS USED IN THE COMPENSATION DECISION, SUCH AS THE CASRA SALARY SURVEY, WHICH LISTS COMPENSATION OF EXECUTIVE DIRECTOR'S IN THE SAME INDUSTRY. THE EXECUTIVE DIRECTOR REVIEWS OTHER OFFICER AND KEY EMPLOYEE'S COMPENSATION. COMPARABILITY DATA IS USED IN THE COMPENSATION DECISION, SUCH AS THE CASRA SALARY SURVEY, WHICH LISTS COMPENSATION OF OTHER OFFICER AND KEY EMPLOYEES IN THE SAME INDUSTRY. COMPENSATION IS DOCUMENTED IN ALL PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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