Progress Industries and

P.I. Foundation

Supporting people to achieve a fulfilling life

in their community.

Annual Report | 2015

MESSAGE FROM THE CHAIR Progress Industries Board

Since 2010, I’ve had the privilege to serve on the

Board of Trustees for Progress Industries and

have been impressed by the many

accomplishments made to enhance the quality and

scope of services for central Iowans with

disabilities. The fact that hundreds of people

benefit every day from the services and support

they receive from Progress Industries is an

inspiration as well as an obligation and

responsibility fervently accepted by the agency.

Here are a few facts to consider for the state of Iowa:

Over 167,000 Iowans age 18-64 have some

type of disability.

20.3% of Iowans with a disability live at the

poverty level or below, 8.6% of all Iowans fall

into this range.

The risk of poverty is 2.5 times greater for an Iowan with disability.

In an environment where there is an ever increasing need for resources to be used in the

most efficient manner, Progress Industries is investing in approaches that bring the highest

returns with focus on consistency, sustainability, and quality of services to meet the future

needs of those we serve. These approaches may differ to traditional service delivery

methods. Evidence shows that people with disabilities, and without, feel they are making an

impact when they are doing things that have a purpose and align with their personal values

and goals.

SUCCESSES AND ACCOMPLISHMENTS

We understand the importance of identifying solutions to meet the current and future needs

of those we serve with disabilities, in order to achieve fulfilling lives in their communities.

Over the past year, we’ve started transitioning our programs to meet these needs in the

following ways:

Developed a plan to meet new service standards that infuse the principles of quality,

choice, and community into the core of our services. Beginning January 1, 2016, we

begin partnership with four Managed Care Organizations (MCO) selected by the state of

Iowa to administer Medicaid dollars. This change will give us the opportunity to explore

new ways to maximize efficiencies, while also measuring outcomes. This new

Andy Flynn

partnership is essential to our continued growth and success. Medicaid dollars fund

over 80% the services Progress Industries provides.

Enhanced our enrollment process and procedures to ensure timely response and

coordination of all incoming referrals.

Our newly developed mission and vision are one of several recent initiatives to

strengthen the organization and provide guiding principles and leadership. The mission

“supporting people to achieve a fulfilling life in their community” clearly reflects

Progress Industries’ program priorities and outcome for those we serve. We envision

people able to live by their choices with dignity and respect is a powerful vision that

drives us to make a positive difference for ourselves and for those we serve.

Progress Industries was honored with the 2015 Top Workplace Award based on the

feedback of its employees.

Successfully completed our annual audit review of finances. We are pleased to report

that the auditors found no areas of concern and note that the financial records

accurately reflect the financial position of Progress Industries and the P.I. Foundation.

Successfully achieved nearly 50% of our $1.2 million goal for Doors of Progress Housing

Campaign. With committed funds, we’ve completed the purchase of two homes.

Progress Industries expanded its employment-related services to serve an additional 80

people.

Individuals served in P.I.’s day habilitation programs now spend over 25% of their time

in the community participating in vocational, volunteer, social, and educational

opportunities.

IN CONCLUSION

Our partnerships are critical to meeting the challenges we face today as an agency. They

exist within our community, extend to the State of Iowa and reach our Federal Government.

I am proud to have served as Board Chair this past year and am confident that there are

more great successes on the horizon for Progress Industries. We thank you and the many

individuals, corporations and foundations who give so generously to make our progress

possible.

Andy Flynn, Chair

Progress Industries Board of Trustees

We envision people able to live by their choices

with dignity and respect.

2015 BY THE NUMBERS Total People Served Age of People Served Jasper County 173 Ages 6-17 1% Polk County 66 Ages 18-40 51% Story County 73 Ages 41-65 43%

Ages 66-85 5%

Total People Receiving Each Service

66 HCBS Home and Community Based Services 24-Hour

80 HCBS/SCL Home and Community Based Services/Supported Community Living

24 ICF/ID Intermediate Care Facility for Persons with Intellectual Disabilities

44 JOBS Job Opportunities and Basic Skills Training

78 Adult Day Habilitation

151 Supported Employment

$13.2 million The value to our community for Progress

Industries to deliver its current level of

residential, employment and day

habilitation services for 350 individuals

with disabilities throughout central Iowa.

$36,046 daily Twenty- four hours a day, seven days a

week, talented and dedicated staff provide

support and training for people to achieve

their fullest potential at work, at home and

in the community.

$1501 per hour With each passing hour, your financial support elevates Progress Industries to be “provider

of choice” among individuals with disabilities, family members and funders.

$25 a minute Minute by minute your support helps Progress Industries achieve its mission to support

people to achieve a fulfilling life their community.

FINANCIAL SUMMARY Progress Industries Revenues by Funding Source Revenues by Funding Source Residential Homes and Apartments 48% DHS/Medicaid 72%

ICF-ID Group Homes 23% Region 25%

Hourly Services 13% Private Pay 2%

Day Habilitation 6% Public Support 1%

JOBS Pre-Vocational Services 5%

Supported Employment 3%

Public Support 1%

Other Programs 1%

Total Revenues: $12,444,311

Expenses by Program Expenses by Account Residential Homes and Apartments 41% Compensation 61%

ICF-ID Group Homes 21% Taxes and Benefits 27%

Hourly Services 12% Job and Supply Costs 7%

Management and General 12% Occupancy 5%

Day Habilitation 5%

JOBS Pre-Vocational Services 5%

Supported Employment 3%

Public Support 1%

Total Expenses: $12,434,524

P.I. Foundation Net Investment Income 25% Compensation and Benefits 59%

Public Support 74% General and Administrative 36%

Net HUB Activity 1% Fundraising 5%

Total Revenues: $1,401,373 Total Expenses: $ 99,917

Information from June 30, 2015 Independent Auditor’s Report

PROGRAMS AND SERVICES

Residential Services Progress Industries offers living supports and services in a variety of settings ranging from

24-hour supervision to intermittent support. The philosophy of the residential program

focuses on providing training in all aspects of their community.

Employment Services Progress Industries offers a wide range of

employment-related services to assist

people in preparing for and obtaining

community employment.

JOBS (Job Opportunities and Basic Skills)

is a time-limited, community based

program that offers people with

disabilities opportunities to improve their

skills through paid work and unpaid work

training curriculum to transition into

community employment.

The Supported Employment program

assists individuals to prepare for and

obtain community employment through

career planning and exploration, job

development, job training, job coaching,

follow-up services, benefits planning and

school-to-work transition.

Day Habilitation Structured and therapeutic support services to assist people with intellectual disabilities to

develop and maintain life skills and engage in proactive and satisfying activities of their

choosing. This includes adults of all ages and range of disabilities. Individuals benefit by

following a routine schedule that includes a variety of group and/or individual activities in

the areas of communication, education, community integration, interpersonal skills,

physical and mental health.

P.I. FOUNDATION CONTRIBUTORS The following individuals, organizations and businesses have made contributions of cash,

property, or in-kind gifts to the P.I. Foundation between July 1, 2014 and June 30, 2015. We

sincerely hope that we have not inadvertently left anyone off the list. If your name was

omitted or listed incorrectly, please notify us of the error by emailing

melissa.butler@progressindustries.org or by calling the P.I. Foundation Public Relations

Department at 641-791-2846. Gifts received after June 30, 2015, the conclusion of our fiscal

year, will be included in the subsequent year’s annual report.

Beth Adams Connie Allen Mark and Emily Allen All-State Industries Inc. Amazon Smiles Organization Larry and Diana Ambroson Jan Atchison Stuart and Lora Ault Norman Bach Debra Bailey Baker Electric, Inc. Kendra Baldwin Daniel Bartlett Amber Beerends Carroll and Mary Jo Bennett Andy Bernholtz Ron and Judy Beyer Donna Blythe Michael Bucklin Donna Burton Christie Busby Dori Byers Eugene Campbell Becky Carkhuff Kylie Carkhuff Carl Carman Casey's General Store Kenneth and Lora Caves Tami Clark Doris Clausen Ed Clements Janice Cohenour Bruce and Debbie Corlew Fay Coulthard Darlene Coyner Mitch Curtis Ann Danley

Kathryn Davidson Greg and Amy Davis Paul Davis Tracy and Kelly Decker Anna DeMarco Helen Diehl Scott and Cindy Dittmer Bret and Amy Doerring Nancy Dougall Laurie Doyon Geri Doyle Doyle and Devoe Iowa Realty Joe and Jane Duffy Edward Jones Investments Bill and Peg Ehler Brian and Jill Ellis Shelby Elscott Edwin Endres Mary Entz Tracy Everett Bob and Jeanne Faust Jodi Fenley Brian Fields Robert and Doris Fisher Christine Fleming Andy Flynn Robin Forst The Fred Maytag Family Foundation Germaine Frieburger Bryan and Robyn Friedman Danna Fruetel Arlene Funk Gary and Mary Gagnon Gen Gannon Dennis and Vicki Gardner JoAnn Gaulke

Geisler-Penquite Foundation Gary and Janet Goodhall David and Jayne Goos Adam Grier Grinnell Mutual Reinsurance Paul and Jean Groben Paul and Jane Guy Susan Ham Leo and Marcia Harrington Kirk Harrison Wendy Hart Shirley Havens William Henninger Aaron Henrichs Nichole Hensley Denny and Pam Herrema Larry and JoAnn Hesson Mark and Julia Higgins Warren Hoelscher Steve and Sheri Holwerda Mary Homeier* Karen Hughes Hy-Vee Drugstore Hy-Vee, Inc. Iles Funeral Homes In the Bag Iowa Association for Justice Jasper Community Foundation Jasper County Farm Bureau John and Jo Jenkins Delores Jensen* Theresa Jensen John Lee and Kim Didier Dan and Jane Johnson Gary and Jane Johnson Warren and Macy Jontz

Mary Jordan Charlotte Jordan Margaret Jorris Steven Joy Rob and Kristin Kahn Emily Kehoe Josh Kingery Gary and Linda Kirchhoff Chad and Mandy Klein Paul and Kay Koeppen Helen Kooistra Tyler Kubik Angela Kuhlman Dean and Cassa Kuhn Brendan and Abby Lamont Bob and Nancy LeBlanc Lori Leix Brad Lint Ted and Georgette Longnecker James Macksey Brad and Mary Manatt Rollie and Marguerite Markle Sam and Jane Martin Joan Mason Bob and Jan Mather Caroline Maxwell Marelane May Scott and Marcia McAnally Kathryn McCann Nicole McCoy Beth McDonald Ralph and Shirley McGregor Steve and Valerie McKee Margery McKinley John McNeer Jim Mease Dennis Mehmen Jim and Chris Merulla Deb Metz Kimberly Meyers Tim and Hanah Miller Monroe Presbyterian Monroe United Methodist Tony Morrison Tom and Ruth Neal Tammy Newton Theresa Newton LaVerne and Jo Ann Nida Dennis Norton Ashley and Steve Nuzum

Martin and Evanna Ogden Phyllis and Val Olson Adam and Noreen Otto Brad and Jenni Patty Scott and Kelly Penning Cindy Perry Dixie Peterson Julie Peterson Maxine Peterson Dale Pierson Larry and Diane Plumb Eugene Porter Prairie Meadows John Prihoda Principal Financial Foundation Marie Quanbeck Janice Radosevich Pam Ratliff Rod and Jodie Ray Kerri Reed Carl and Jane Repp Earl and Mary Richardson Karen Riggs Christina Rincon Zachary Rinke Rob and Kristin Kahn Mary Roskilly Carol Runger Marvin and Carol Rus Schiller Family Foundation Jerry Schilling Ken and Jean Schnell Kenny and Debbie Schwarz Nancy Shaw Bill and Nancy Shields Max and Patricia Shook Barnabas Simotwo Ralph and Gloria Simpson Michael and Lisa Sinnwell Dan and Patty Skokan Tyler and Jesica Smith Kenneth and Donna Jo Smith Smith Family Foundation James and Betty Southern John and Barbara Starrett Paul and Carole Steingrabe William and Judy Stevenson Marilyn Stewart Robert Stilwell

Dean and Carol Stonner Stan and Carma Sturtz Cameron and Linda Sutton Jim and Gwen Swanger William and GeorgAnne Talsma Julia Tetinger The Wellmark Foundation Theisen's Stacy Thompson James and Angie Thornton Stan and Dotty Thurston Mark and Pat Tinnermeier TPI Composites Suzy Trotter Leslie and LaVola Trout Philip and Margaret Troyke Alyson Tuttle Sarah Urias Ron and Rebecca Van Baale Brian Van Brogen Mary Ellen Van Dusseldorp Phil and Berta Van Ekeren Daryl and Robin Veld Duane and Myrna Ver Ploeg Chris Vernon The Vernon Company Frank Vogel Frederick Vogel Craig and Eva Wade Brock Walaska Dean and Betty Ward Ray Warner Scott and Carol Warren Audrey Watson Douglas Weekly Richard and Delie Wells Josh and Teresa Wermager Jeff and Ann West Jenny Will Elizabeth Willem Cara Winchell Betty Wines Dr. and Mrs. Erwin Wittenberg Colleen Wittenberg Roy Wood* Connie Wright Charlotte Young Tom and Mary Zmolek Lee Zmolek

MEMORIALS Jenny Bailey Debra Bailey Donna Burton Janie Cohenour Mark and Julia Higgins Jasper County Farm Bureau Sue Martin Caroline Maxwell Marelane May Tom and Ruth Neal Craig Duff Anonymous Kathryn Davidson Anna DeMarco Clarice Duff Edwin Edres Fermaine Freiburger Jo Ann Gaulke Wendy Hart Iowa Association for Justice Charlotte Jordan Angela Kuhlman Brad Lint Kathryn McCann Camille Moon Patricia Larson Norton Julie Peterson Janice Radosevich Gina Seymour Audry Watson Jeff and Ann West Elizabeth Willem Betty Wines

Lou Foster Martin and Evanna Odgen Robin Grabau Edith Dale Pierson Joe Havens Shirley Havens

Helen Horn Richard and Odelia Wells

Anita Johnson Maxine Peterson Harold Mason Helen Kooistra Joan Mason Dr. and Mrs. Erwin Wittenberg John and Barbara Starrett Carolyn Ogg Maxx and Patricia Shook Tim Ryan Mary Jordan Lee Zmolek Terry Shaffer Brian and Jill Ellis Morris Van Baale Bob and Jan Mather Dixie Peterson Dan and Patty Skokan Colleen Wittenberg Pat Wierman Margaret Jorris Jim Wormley Gary and Mary Gagnon Colleen Wittenberg Mary Zmolek Tom and Mary Zmolek

TRIBUTE GIFTS Meredith Caves Bill and Judy Stevenson Verle and Helen Kooistra Joan Mason

Douglas and Mary Mason Joan Mason Jim Merulla Employees of Hy-Vee

Drugstore – Marshalltown, Iowa Stuart Zmolek Margery McKinley Marilyn Stewart

GIFTS OF PROPERTY Mary Jean Arndorff Estate Rick and Marlis Backus Marti Barker Matt and Melissa Butler Clayton and Cheryl Case Jim and Anne Christianson Becky Lee-Denniston Geri Doyle Jerry and Deb Ferrone First Christian Church – Newton, Iowa Troy and Lynne Garton Ron and Marcy Helms Mark and Julia Higgins Iowa Speedway Jim Isebrand LeAnn Karsten Jennifer Mehmen Jim and Chris Merulla Nancy Ouren Dixie Peterson Sharon Pritchard Rod and Jodie Ray Linda Ross Carol and Ann Salyers Dan and Patty Skokan Brian and Jenny Springer Stefanie Squire Mike and Beth Stout Doug and Patty Thoma UL, LLC Robin Veld Douglas Weekly Richard and Delie Wells Josh and Teresa Wermager

*Deceased

LEADERSHIP Progress Industries Officers and Board of Trustees Tod Hockenson – Chair Jim Merulla – President, CEO and Assistant Secretary Andy Flynn – Vice Chair Rob Kahn – Treasurer GeorgAnne Talsma – Secretary Ron Dlouhy Bret Doerring Jim Long Noreen Otto Loretta Sieman Marcia Wanamaker

P.I. Foundation Officers and Board of Trustees Geri Doyle – Chair Jim Merulla – President, CEO and Assistant Secretary Lee Zmolek – Vice Chair Dean Ward – Treasurer John McNeer – Secretary Andy Flynn Gary Goodhall Jean Groben Tod Hockenson Rob Kahn GeorgAnne Talsma Philip Van Ekeren Chris Vernon Mryna Ver Ploeg

Management Team Jim Merulla – President, CEO and Assistant Secretary Mark Cahill – Chief Financial Officer Kelly Decker – Vice President of Human Resources Laurie Doyon – Vice President of Operations.

Volunteers in Progress Dixie Peterson – Chair Red Stauffer – Secretary Jennifer Mehmen – Treasurer Becky Lee Denniston Marcy Helms Julia Higgins Ann Salyers

The Volunteers in Progress (VIP) began in 1987 in Newton, Iowa. VIPs are members of the community who volunteer their time and talent to support Progress Industries and its importance to the community.

STRATEGIC GOALS Quality Services: To provide the best services

possible, embrace best practices agency-wide and be

the agency of choice.

Highly Trained and Committed Workforce:

Employ a well-trained and committed workforce by

recruiting, hiring and retaining the right people.

Communication: To provide a culture of

transparency through open communication with

community stakeholders.

Financial Sustainability: Develop efficiencies and

resources for the long-term sustainability of

Progress Industries and availability of services.

MAKE A DIFFERENCE TODAY Make a tax-deductible cash contribution to the P.I. Foundation. Donations by mail may be sent to The P.I. Foundation, P.O. Box 1449, Newton, Iowa 50208 or online at www.progressindustries.org. Volunteer

Employ skilled individuals through P.I.’s Employment Services.

Invite Progress Industries to speak at your next social or business function.

Contact melissa.butler@progressindustries.org about these and other ways to make a difference.

LOCATIONS

Jasper County Polk County Story County 1017 E. 7th St. N. 5518 NW 88th Street 2603 Northridge Parkway 102 Newton, Iowa 50208 Johnston, Iowa 50131 Ames, Iowa 50010 Phone 641-792-6119 Phone 515-557-1810 Phone 515-292-4957

www.progressindustries.org

We envision people able to live by their choices

with dignity and respect.