Upward Transitions INC

Tax-deductible

Oklahoma City, OK501(c)(3)EIN 73-0590277

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To prevent generational proverty through community collaboration, emergency relief and empowerment, therefore inspiring hope with our neighbors experiencing housing instability.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Run by 150 volunteers and 12 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $49K a year · 4% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$81K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $315K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$23K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
-1.0% vs prior year
Spent
$1.1M
To programs
86%
Net assets
$1.9M
By yearFY2020–FY2025
Revenue
$1.2M
FY2025▼ -1.0%
Revenue by fiscal year
FY2020$931K
FY2021$1.4M
FY2022$1.3M
FY2023$1.6M
FY2024$1.2M
FY2025$1.2M
Expenses
$1.1M
FY2025▼ -12%
Expenses by fiscal year
FY2020$962K
FY2021$1.3M
FY2022$1.2M
FY2023$1.3M
FY2024$1.3M
FY2025$1.1M
Net assets
$1.9M
FY2025▲ +1%
Net assets by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$1.7M
FY2023$2.0M
FY2024$1.9M
FY2025$1.9M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $979K Management & general 5% · $62K Fundraising 9% · $98K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $81K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$80,738Pt VII · Sec A
President Elect
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Periann Pulliam$80,738$78,257$77,130$77,720$73,133$68,995

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Upward Transitions INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Prevent poverty and housing instability by providing emergency relief and empowerment through community collaboration.

Provided by the organization

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2 programs · $979K · in their own filed words · FY2024
01

Community Outreach Program

This program provided 4,139 persons with transportation assistance, government approved identification CARDS/REPLACEMENT drivers licenses, rental assistance and utility ASSISTANCE.TRANSPORTATION assistance was provided to those who do and do not own their transportation.

$900Kprogram expense
02

Travelers Aid

This program operates information booths on the lower and upper levels of okc will rogers international airport to offer travelers friendly, prompt and accurate assistance. Ut recruits and trains volunteers to provide visitors with general airport and area information; help visitors obtain social service assistance including…

$79Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 7 funders →
Grants paid · 6 grants · $2.7M · 2019–2024
Unitemized GrantFY2024$368,879
Unitemized GrantFY2023$496,327
Unitemized GrantFY2022$525,915
Unitemized GrantFY2021$416,687
Unitemized GrantFY2020$531,698
Unitemized GrantFY2019$372,047

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$1.1M
Other incomeLn 4–11$66K
Fees for servicesLn 2g$7K
Money outPt IX
$1.1M
Ln 25
Programscol B$979K
Managementcol C$62K
Fundraisingcol D$98K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$607K
Total assetsLn 16$1.9M
LiabilitiesLn 26$23K
PeoplePt VI, VII
21
listed · VII A
PaidVII A1
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$96K
Noncash giftsLn 1g$33K
Fundraising eventsLn 1c$119K
Fees for servicesLn 2g$7K
Investment incomeLn 3$7K
Other incomeLn 4–11$66K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$180K
SavingsLn 2$427K
Cash and savings togetherLn 1–2$607K
InvestmentsLn 11–13$269K
Land, buildings, equipmentLn 10c$656K
Total assetsLn 16$1.9M
LiabilitiesLn 26$23K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 512
VolunteersI 6150
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$676K$607K
InvestmentsLn 11–13$12K$269K
Land, buildings, equipmentLn 10c$681K$656K
Total assetsLn 16$1.9M$1.9M
LiabilitiesLn 26$25K$23K
Net assetsLn 32$1.9M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$369K$369K
Pay of current officers, directors and key staffLn 5$82K$49K$22K$11K
Other salaries and wagesLn 7$373K$345K$11K$17K
Other employee benefitsLn 9$66K$56K$6K$4K
Payroll taxesLn 10$39K$30K$7K$2K
Accounting feesLn 11c$29K$24K$2K$2K
Other fees for servicesLn 11g$6K$5K$466$465
Office expensesLn 13$25K$17K$1K$6K
Information technologyLn 14$26K$18K$2K$6K
OccupancyLn 16$29K$24K$2K$2K
Depreciation, depletion and amortizationLn 22$26K$22K$2K$2K
InsuranceLn 23$17K$14K$1K$1K
Other expenses (24a–d)Ln 24$53K$5K$5K$43K
Total functional expensesLn 25$1.1M$979K$62K$98K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.2M$1.1M$21K$1.9M 990 PDF
FY2024 $1.2M$1.3M−$124K$1.9M 990 PDF
FY2023 $1.6M$1.3M$283K$2.0M 990 PDF
FY2022 $1.3M$1.2M$83K$1.7M 990 PDF
FY2021 $1.4M$1.3M$59K$1.7M 990 PDF
FY2020 $931K$962K−$31K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,159,752 across 10 lines filed
VIII-1c Fundraising events$118,892
VIII-1d Related organizations$385,599
VIII-1e Government grants$96,110
VIII-1f All other contributions, gifts and grants$479,714
VIII-1g Noncash contributions (included above)$33,358
VIII-1h Total contributions, gifts and grants$1,080,315
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,919$6,919
VIII-3 Investment incomeExcluded from tax $6,544$6,544
VIII-8 Net income from fundraising eventsExcluded from tax $65,974$65,974
VIII-12 Total revenueRelated to mission $6,919 · Unrelated business $0 · Excluded from tax $72,518$1,159,752
Part IX · Statement of functional expenses $1,138,292 across 13 lines filed
IX-2 Grants to domestic individualsPrograms $368,879$368,879
IX-5 Pay of current officers, directors and key staffPrograms $49,207 · Management $22,143 · Fundraising $10,662$82,012
IX-7 Other salaries and wagesPrograms $345,302 · Management $10,812 · Fundraising $17,004$373,118
IX-9 Other employee benefitsPrograms $55,548 · Management $5,631 · Fundraising $4,339$65,518
IX-10 Payroll taxesPrograms $30,078 · Management $6,818 · Fundraising $2,121$39,017
IX-11c Accounting feesPrograms $23,953 · Management $2,281 · Fundraising $2,281$28,515
IX-11g Other fees for servicesPrograms $4,885 · Management $466 · Fundraising $465$5,816
IX-13 Office expensesPrograms $17,166 · Management $1,491 · Fundraising $6,053$24,710
IX-14 Information technologyPrograms $18,277 · Management $1,776 · Fundraising $6,315$26,368
IX-16 OccupancyPrograms $24,229 · Management $2,273 · Fundraising $2,273$28,775
IX-22 Depreciation, depletion and amortizationPrograms $21,653 · Management $2,061 · Fundraising $2,062$25,776
IX-23 InsurancePrograms $14,160 · Management $1,413 · Fundraising $1,349$16,922
IX-24 Other expenses (24a–d)Programs $5,271 · Management $4,834 · Fundraising $42,761$52,866
IX-25 Total functional expensesPrograms $978,608 · Management $61,999 · Fundraising $97,685$1,138,292
Part X · Balance sheet $1,948,632 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $255,610$179,784
X-2 Savings and temporary cash investmentsStart of year $420,515$427,057
X-3 Pledges and grants receivableStart of year $343,750$375,000
X-4 Accounts receivableStart of year $209,664$37,755
X-9 Prepaid expenses and deferred chargesStart of year $4,860$4,288
X-10c Land, buildings and equipment, netStart of year $681,441$655,564
X-12 Other securitiesStart of year $12,007$269,184
X-16 Total assetsStart of year $1,927,847$1,948,632
X-17 Accounts payable and accrued expensesStart of year $24,841$23,100
X-26 Total liabilitiesStart of year $24,841$23,100
X-27 Net assets without donor restrictionsStart of year $1,320,767$1,280,348
X-28 Net assets with donor restrictionsStart of year $582,239$645,184
X-32 Total net assets or fund balancesStart of year $1,903,006$1,925,532
X-33 Total liabilities and net assetsStart of year $1,927,847$1,948,632
Part XI · Reconciliation of net assets $1,925,532 net assets at year end
XI-1 Total revenue$1,159,752
XI-2 Total expenses$1,138,292
XI-3 Revenue less expenses$21,460
XI-4 Net assets at start of year$1,903,006
XI-5 Net unrealized gains (losses) on investments$1,066
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,925,532

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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