Upward Transitions INC FY2020 filing

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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.
91¢ of each $1 spent went to programs.
$69K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$69K
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
6 mo
of spending, in cash
Looks good: 6.5 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
$130K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$931K
Spent
$962K
To programs
91%
Net assets
$1.5M
By yearFY2020–FY2025
Revenue
$931K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$931K
FY2021$1.4M
FY2022$1.3M
FY2023$1.6M
FY2024$1.2M
FY2025$1.2M
Expenses
$962K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$962K
FY2021$1.3M
FY2022$1.2M
FY2023$1.3M
FY2024$1.3M
FY2025$1.1M
Net assets
$1.5M
FY2020
Tap a bar for its year
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 FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

91 cents of each dollar spent went to programs.

Program services 91% · $878K Management & general 8% · $74K Fundraising 1% · $9K

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

18 people listed on the 990; $69K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$68,995Pt VII · Sec A
President Elect
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Past President
$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 →

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.

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2 programs · $878K · in their own filed words · FY2019
01

Community Outreach Program

This program provided 3,366 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.

$811Kprogram expense
02

Travelers Aid

This program operates booths on the lower and upper levels of will rogers world airport to assist travelers by providing friendly, prompt and accurate assistance. Volunteers recruited by ut staff the booths from 10:00 A.M. To 10:00 P.M. 365 days a year. Currently, 65 trained volunteers provide coverage.

$67Kprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$931K
Ln 12
Gifts and grantsLn 1h$875K
Other incomeLn 4–11$49K
Fees for servicesLn 2g$4K
Money outPt IX
$962K
Ln 25
Programscol B$878K
Managementcol C$74K
Fundraisingcol D$9K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$519K
Total assetsLn 16$1.6M
LiabilitiesLn 26$130K
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$875K
Government grantsLn 1e$181K
Noncash giftsLn 1g$25K
Fundraising eventsLn 1c$54K
Fees for servicesLn 2g$4K
Investment incomeLn 3$3K
Other incomeLn 4–11$49K
Total revenueLn 12$931K
Assets in detailPt X, end of year
CashLn 1$189K
SavingsLn 2$330K
Cash and savings togetherLn 1–2$519K
Pledges and grants receivableLn 3$350K
Accounts receivableLn 4$9K
Prepaid expenses and deferred chargesLn 9$6K
Land, buildings, equipmentLn 10c$750K
InvestmentsLn 11–13$11K
Total assetsLn 16$1.6M
LiabilitiesLn 26$130K
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 512
VolunteersI 6150
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$25K
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$11K$11K$123K$118K$10K
Given inLn 1b$107K
SpentLn 1d–1f$5K$3K$5K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$393K$519K
InvestmentsLn 11–13$11K$11K
Land, buildings, equipmentLn 10c$774K$750K
Total assetsLn 16$1.6M$1.6M
LiabilitiesLn 26$36K$130K
Net assetsLn 32$1.5M$1.5M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$372K$372K
Pay of current officers, directors and key staffLn 5$71K$47K$24K
Other salaries and wagesLn 7$308K$292K$16K
Other employee benefitsLn 9$56K$54K$2K
Payroll taxesLn 10$30K$24K$6K
Legal feesLn 11b$563$110$453
Accounting feesLn 11c$13K$10K$3K
Other fees for servicesLn 11g$4K$3K$842
Advertising and promotionLn 12$3K$893$2K
Office expensesLn 13$16K$11K$5K$345
Information technologyLn 14$10K$6K$2K$2K
OccupancyLn 16$22K$18K$4K
TravelLn 17$2K$2K$191
Conferences, conventions and meetingsLn 19$5K$3K$1K
InterestLn 20$178$178
Depreciation, depletion and amortizationLn 22$24K$19K$5K
InsuranceLn 23$17K$13K$3K
Other expenses (24a–d)Ln 24$8K$1K$429$7K
Total functional expensesLn 25$962K$878K$74K$9K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Feb 4, 2026 $1.2M$1.1M$21K$1.9M 990 PDF
FY2024Filed with the IRS Apr 7, 2025 $1.2M$1.3M−$124K$1.9M 990 PDF
FY2023Filed with the IRS Apr 1, 2024 $1.6M$1.3M$283K$2.0M 990 PDF
FY2022Filed with the IRS Mar 16, 2023 $1.3M$1.2M$83K$1.7M 990 PDF
FY2021Filed with the IRS Mar 14, 2022 $1.4M$1.3M$59K$1.7M 990 PDF
FY2020 ViewingFiled with the IRS May 13, 2021 $931K$962K−$31K$1.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $930,978 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $755,562$875,443
I-9 Program service revenuePrior year $4,625$3,912
I-10 Investment incomePrior year $3,320$3,016
I-11 Other revenuePrior year $52,538$48,607
I-12 Total revenuePrior year $816,045$930,978
I-13 Grants and similar amounts paidPrior year $215,567$372,047
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $461,024$465,757
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $131,446$123,779
I-18 Total expensesPrior year $808,037$961,583
I-19 Revenue less expensesPrior year $8,008−$30,605
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $930,978 across 10 lines filed
VIII-1c Fundraising events$54,054
VIII-1d Related organizations$534,721
VIII-1e Government grants$181,177
VIII-1f All other contributions, gifts and grants$105,491
VIII-1g Noncash contributions (included above)$25,487
VIII-1h Total contributions, gifts and grants$875,443
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,912$3,912
VIII-3 Investment incomeExcluded from tax $3,016$3,016
VIII-8 Net income from fundraising eventsExcluded from tax $48,607$48,607
VIII-12 Total revenueRelated to mission $3,912 · Unrelated business $0 · Excluded from tax $51,623$930,978
Part IX · Statement of functional expenses $961,583 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $372,047$372,047
IX-5 Pay of current officers, directors and key staffPrograms $47,025 · Management $24,225$71,250
IX-7 Other salaries and wagesPrograms $292,439 · Management $15,919$308,358
IX-9 Other employee benefitsPrograms $54,433 · Management $1,671$56,104
IX-10 Payroll taxesPrograms $24,140 · Management $5,905$30,045
IX-11b Legal feesPrograms $110 · Management $453$563
IX-11c Accounting feesPrograms $10,384 · Management $2,596$12,980
IX-11g Other fees for servicesPrograms $3,368 · Management $842$4,210
IX-12 Advertising and promotionPrograms $893 · Management $1,621$2,514
IX-13 Office expensesPrograms $10,740 · Management $4,560 · Fundraising $345$15,645
IX-14 Information technologyPrograms $6,211 · Management $1,522 · Fundraising $2,395$10,128
IX-16 OccupancyPrograms $18,156 · Management $4,180$22,336
IX-17 TravelPrograms $1,539 · Management $191$1,730
IX-19 Conferences, conventions and meetingsPrograms $3,491 · Management $1,484$4,975
IX-20 InterestManagement $178$178
IX-22 Depreciation, depletion and amortizationPrograms $18,945 · Management $4,736$23,681
IX-23 InsurancePrograms $13,471 · Management $3,368$16,839
IX-24 Other expenses (24a–d)Programs $1,065 · Management $429 · Fundraising $6,506$8,000
IX-25 Total functional expensesPrograms $878,457 · Management $73,880 · Fundraising $9,246$961,583
Part X · Balance sheet $1,645,370 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $95,666$189,340
X-2 Savings and temporary cash investmentsStart of year $297,115$329,725
X-3 Pledges and grants receivableStart of year $350,000$350,000
X-4 Accounts receivableStart of year $44,526$9,369
X-9 Prepaid expenses and deferred chargesStart of year $4,982$6,222
X-10c Land, buildings and equipment, netStart of year $773,879$750,198
X-12 Other securitiesStart of year $10,825$10,516
X-16 Total assetsStart of year $1,576,993$1,645,370
X-17 Accounts payable and accrued expensesStart of year $30,258$49,536
X-21 Escrow or custodial accountsStart of year $5,677$219
X-24 Unsecured notes and loans payable$80,300
X-26 Total liabilitiesStart of year $35,935$130,055
X-27 Net assets without donor restrictionsStart of year $1,180,233$1,154,799
X-28 Net assets with donor restrictionsStart of year $360,825$360,516
X-32 Total net assets or fund balancesStart of year $1,541,058$1,515,315
X-33 Total liabilities and net assetsStart of year $1,576,993$1,645,370
Part XI · Reconciliation of net assets $1,515,315 net assets at year end
XI-1 Total revenue$930,978
XI-2 Total expenses$961,583
XI-3 Revenue less expenses−$30,605
XI-4 Net assets at start of year$1,541,058
XI-5 Net unrealized gains (losses) on investments$4,862
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,515,315

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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