Project Transitions INC FY2020 filing

Tax-deductible

Austin, TX501(c)(3)EIN 74-2502171Revenue $1.8M in FY2020

On file with the IRSprojecttransitions.com5312 Airport Blvd Ste B, 78751-2257 · Austin, TXTax-exempt since Sep 1988Publicly supported charity — 170(b)(1)(A)(vi)

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Provision of housing, recuperative care and hospice for individuals and families with HIV/AIDS.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$182K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $233K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$182K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $111K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$4.1M
73% of total assets
Worth a look: liabilities are 73% of assets; over 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
Spent
$2.2M
To programs
76%
Net assets
$1.5M
By yearFY2020–FY2024
Revenue
$1.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.8M
FY2021$3.1M
FY2022$2.7M
FY2023$3.3M
FY2024$3.1M
Expenses
$2.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.2M
FY2021$2.1M
FY2022$2.5M
FY2023$2.5M
FY2024$3.6M
Net assets
$1.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$2.5M
FY2022$2.7M
FY2023$3.5M
FY2024$3.1M

From the FY2020 Form 990 · 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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1988.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $1.6M Management & general 10% · $208K Fundraising 4% · $84K

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

11 people listed on the 990; $182K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$97,484Pt VII · Sec A
$84,815Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Leah Baker$34,174$104,616$35,601——
Cynthia Herrera———$82,721$97,484
Madge Whistler———$81,604$84,815
Jeannie Swink$79,670————
Scurry Miller——$68,922——

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.

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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

Provides housing, care, and hospice for people with HIV/AIDS.

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Provided by the organization

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1 program · $1.7M · in their own filed words · FY2020
01

Services include physical care, emotional support, social work, connection with community resources, and other supportive services. Served 89 clients in 2020 with 82% being below the Federal Poverty Line.

$1.7Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.6M
Other incomeLn 4–11$104K
Fees for servicesLn 2g$75K
Money outPt IX
$2.2M
Ln 25
Programscol B$1.6M
Managementcol C$208K
Fundraisingcol D$84K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$824K
Total assetsLn 16$5.6M
LiabilitiesLn 26$4.1M
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$884K
Noncash giftsLn 1g$71K
Fees for servicesLn 2g$75K
Investment incomeLn 3$18K
Other incomeLn 4–11$104K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$362K
SavingsLn 2$462K
Cash and savings togetherLn 1–2$824K
InvestmentsLn 11–13$18K
Land, buildings, equipmentLn 10c$4.3M
Other assetsLn 15$258K
Total assetsLn 16$5.6M
LiabilitiesLn 26$4.1M
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 544
VolunteersI 635
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$583K$824K
InvestmentsLn 11–13$10K$18K
Land, buildings, equipmentLn 10c$3.9M$4.3M
Total assetsLn 16$5.0M$5.6M
LiabilitiesLn 26$3.2M$4.1M
Net assetsLn 32$1.8M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$203K$169K$30K$4K
Other salaries and wagesLn 7$736K$612K$109K$15K
Other employee benefitsLn 9$109K$91K$16K$2K
Payroll taxesLn 10$67K$56K$10K$1K
Accounting feesLn 11c$14K$8K$2K$4K
Other fees for servicesLn 11g$65K$37K$11K$17K
Office expensesLn 13$50K$40K$6K$4K
OccupancyLn 16$452K$447K$3K$2K
TravelLn 17$2K$1K$228$220
Conferences, conventions and meetingsLn 19$2K$1K$236$228
Depreciation, depletion and amortizationLn 22$39K$38K$945$0
InsuranceLn 23$48K$36K$11K$894
Other expenses (24a–d)Ln 24$329K$79K$5K$9K
All other expensesLn 24e$38K$11K$3K$25K
Total functional expensesLn 25$2.2M$1.6M$208K$84K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.1M$3.6M−$468K$3.1M 990 PDF
FY2023 $3.3M$2.5M$806K$3.5M 990 PDF
FY2022 $2.7M$2.5M$212K$2.7M 990 PDF
FY2021 $3.1M$2.1M$978K$2.5M 990 PDF
FY2020 Viewing $1.8M$2.2M−$366K$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 FY2020 990 (6 parts)
Part I · Summary $1,788,104 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,334,191$1,591,037
I-9 Program service revenuePrior year $79,585$74,763
I-10 Investment incomePrior year $3,628$18,275
I-11 Other revenuePrior year $273,085$104,029
I-12 Total revenuePrior year $1,690,489$1,788,104
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $936,930$1,114,525
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $634,377$1,039,597
I-18 Total expensesPrior year $1,571,307$2,154,122
I-19 Revenue less expensesPrior year $119,182−$366,018
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,788,104 across 11 lines filed
Lines not itemized here account for $101,791 of total revenue; see the IRS return.
VIII-1a Federated campaigns$6,571
VIII-1e Government grants$883,724
VIII-1f All other contributions, gifts and grants$700,742
VIII-1g Noncash contributions (included above)$70,976
VIII-1h Total contributions, gifts and grants$1,591,037
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $74,763 · Unrelated business $0 · Excluded from tax $0$74,763
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $18,275$18,275
VIII-6 Net rental income or loss$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $100,915$18,752
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax −$16,514−$16,514
VIII-12 Total revenueRelated to mission $74,763 · Unrelated business $0 · Excluded from tax $204,467$1,788,104
Part IX · Statement of functional expenses $2,154,122 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $168,611 · Management $29,994 · Fundraising $4,036$202,641
IX-7 Other salaries and wagesPrograms $612,015 · Management $108,868 · Fundraising $14,650$735,533
IX-9 Other employee benefitsPrograms $90,879 · Management $16,166 · Fundraising $2,175$109,220
IX-10 Payroll taxesPrograms $55,858 · Management $9,936 · Fundraising $1,337$67,131
IX-11c Accounting feesPrograms $8,151 · Management $2,435 · Fundraising $3,832$14,418
IX-11g Other fees for servicesPrograms $36,744 · Management $10,978 · Fundraising $17,272$64,994
IX-13 Office expensesPrograms $40,237 · Management $5,814 · Fundraising $3,636$49,687
IX-16 OccupancyPrograms $446,844 · Management $2,748 · Fundraising $1,944$451,536
IX-17 TravelPrograms $1,345 · Management $228 · Fundraising $220$1,793
IX-19 Conferences, conventions and meetingsPrograms $1,393 · Management $236 · Fundraising $228$1,857
IX-22 Depreciation, depletion and amortizationPrograms $38,457 · Management $945 · Fundraising $0$39,402
IX-23 InsurancePrograms $36,078 · Management $11,216 · Fundraising $894$48,188
IX-24 Other expenses (24a–d)Programs $79,100 · Management $5,152 · Fundraising $8,625$329,266
IX-24e All other expensesPrograms $10,784 · Management $2,830 · Fundraising $24,842$38,456
IX-25 Total functional expensesPrograms $1,626,496 · Management $207,546 · Fundraising $83,691$2,154,122
Part X · Balance sheet $5,628,689 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $315,759$361,651
X-2 Savings and temporary cash investmentsStart of year $267,732$462,255
X-3 Pledges and grants receivableStart of year $330,229$68,686
X-4 Accounts receivable$53,350
X-8 Inventories for sale or useStart of year $56,263$25,448
X-9 Prepaid expenses and deferred chargesStart of year $14,625$42,155
X-10c Land, buildings and equipment, netStart of year $3,862,458$4,339,345
X-11 Publicly traded securitiesStart of year $10,428$18,045
X-15 Other assetsStart of year $176,365$257,754
X-16 Total assetsStart of year $5,033,859$5,628,689
X-17 Accounts payable and accrued expensesStart of year $115,707$230,910
X-19 Deferred revenue$31,091
X-24 Unsecured notes and loans payableStart of year $3,077,448$3,869,521
X-26 Total liabilitiesStart of year $3,193,155$4,131,522
X-27 Net assets without donor restrictionsStart of year $1,783,117$1,218,335
X-32 Total net assets or fund balancesStart of year $1,840,704$1,497,167
X-33 Total liabilities and net assetsStart of year $5,033,859$5,628,689
Part XI · Reconciliation of net assets $1,497,167 net assets at year end
XI-1 Total revenue$1,788,104
XI-2 Total expenses$2,154,122
XI-3 Revenue less expenses−$366,018
XI-4 Net assets at start of year$1,840,704
XI-5 Net unrealized gains (losses) on investments$5,000
XI-9 Other changes in net assets$17,481
XI-10 Net assets at end of year$1,497,167

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

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