PARTNERS FOR PROGRESS NFP

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

SHIRLEY COULMAN

Phone

8474385400

Tax Period

2024-01-01 to 2024-12-31

PARTNERS FOR PROGRESS NFP, founded in 2005, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 8% surplus.

Mission

PROVIDE INDIVIDUALS WITH PHYSICAL, MENTAL, AND EMOTIONAL CHALLENGES ALTERNATIVE THERAPEUTIC PROGRAMS USING QUALITY TRAINED HORSES.

Program Service Accomplishments

Program 1

Expenses: $891,912 Revenue: $422,944

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.

Program 2

Expenses: $129,271 Revenue: $134,997

HORSE SHOWS FOR ENTRANTS TO MEET OTHER RIDERS, PRESENT THEIR SKILLS AND COMPETE FOR PRIZES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $752,027

Program Service Revenue $557,941

Investment Income $-2,373

Other Revenue $33,077

TOTAL REVENUE $1,340,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $416,929

Fundraising Expenses $51,192

Program Expenses $1,021,183

Other Expenses $817,497

TOTAL EXPENSES $1,234,426

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,340,672	$1,171,839	+0.1%
Expenses	$1,234,426	$1,130,679	+0.1%
Net Income	$106,246	$41,160	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$115,925

Total Directors

$88,525

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE HELGELAND	EXEC DIRECTO	40.00	Officer Director	$88,525	$0	$88,525
ANNE MARGARET HUFFMAN	SECRETARY	40.00	Officer	$27,400	$0	$27,400
MARTY FESTENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW WITT	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY COULMAN	PRESIDENT	2.00	Officer	$0	$0	$0
GREG JANSEN	FINANCE	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,340,672	$1,234,426	$757,088	$106,246
2023	$1,171,839	$1,130,679	$620,703	$41,160
2022	$1,118,451	$985,503	$645,597	$132,948
2021	$1,028,679	$827,515	$532,529	$201,164
2020	$685,021	$656,421	$248,949	$28,600
2019	$765,001	$782,042	$227,863	$-17,041
2018	$674,386	$610,857	$224,023	$63,529