Progress Unlimited Inc

Nonprofit profile at a glance

EIN
521309011
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Owings Mills, MD, USA
Phone
4103638550
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Residential Care & Adult Day Programs

Official website

Reported finances

Revenue
$17,765,690
Expenses
$15,416,714
Assets
$14,414,809
Liabilities
$4,229,921

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • MARY GATTO (EXECUTIVE DIRECTOR)

Highest reported compensation

  • MARY GATTO (EXECUTIVE DIRECTOR): $235,178 total reported compensation
  • WENDY YOUNG (GENERAL MANAGER): $200,604 total reported compensation
  • AMY BELLIN (CONTROLLER/TOP FINANCIAL): $175,116 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To empower individuals to lead fulfilling and productive lives at home and in the community.

What it reported doing in 2024

Day program: progress unlimited, inc. Provides adult medical day care services to all individuals who are eligible. Our center was renovated and expanded in 2012 to include a snoezelen room focusing on a multi-sensory environment. Eligibility for those who require funding by medical assistance is determined by baltimore county adult eligibility review services (aers). Eligibility for private-pay participants is determined by center staff. The center is licensed by the state of Maryland department of health and mental hygiene (dhmh) to serve 130 participants. Our staffing ratio is 1:6 (staff: person). Transportation is provided to and from the center to all those within the catchment area. This includes transportation of participants in wheelchairs. Each program participant receives: an individualized nursing care plan; medication management; medical treatments as ordered by the physician; two nutritionally balanced meals daily as well as snacks and beverages; opportunities for exercise, social activities, leisure/recreational activities, arts and crafts, games, reading, vocal and instrumental arts, and other activities; opportunities for community field trips; access to horticultural activities; access to the sport court; and access to the sensory stimulation room. In addition, the center offers many personal services offered to participants that include: podiatry services by an md; massage therapy by a licensed practitioner; stylist and barber services by licensed professionals; manicures and pedicures by licensed professionals; and physical therapy by licensed professionals, not funded by dda.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 71
  • Accountability: 95
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.2%; rating input score 72
  • Program expense ratio: 83.4%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 13.2%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 0.94; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0.29; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 4%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 4.8% per year; rating input score 100; 40th percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 10.5% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 72.2% of revenue deployed · 83.4% of spending went to programs
  • Governance: 8 of 8 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $12.9M in reported program spending
  • Leadership: top reported pay $235K · 11 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.