We help the disabled and elderly transition to a home from a facility, we assist with obtaining waivers for them to stay in their homes with the care of attendants, we ensure they are cared for properly, we help people in need of payee Services.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$80K 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

FY2024 · 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
5 of 5
filings with a surplus
Average surplus $75K a year · 10% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$80K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $29
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$18K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+34% vs prior year
Spent
$774K
To programs
100%
Net assets
$193K
By yearFY2020–FY2024
Revenue
$1.0M
FY2024▲ +34%
Tap a bar for its year
Revenue by fiscal year
FY2020$518K
FY2021$589K
FY2022$751K
FY2023$780K
FY2024$1.0M
Expenses
$774K
FY2024▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$474K
FY2021$587K
FY2022$748K
FY2023$726K
FY2024$774K
Net assets
$193K
FY2024▲ +85%
Tap a bar for its year
Net assets by fiscal year
FY2020$46K
FY2021$47K
FY2022$50K
FY2023$104K
FY2024$193K

From the FY2024 Form 990 · 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: FY2024. IRS ruling in Nov 2016.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $773K Management & general 0% · $1K

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

3 people listed on the 990; $80K paid to officers and key staff.

Part VII, Section A · reportable compensation
$79,682Pt VII · Sec A
Vice Board Chair
$0Pt VII · Sec A
Boad Chair
$0Pt VII · Sec A

Melissa Ward’s $80K as CEO is at the 17th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2024FY2021FY2020
Melissa Ward$79,682$58,088$56,388

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 Ward Transitional Services 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 15aNo

Programs and updates

Helps disabled and elderly transition home, secures care, and provides payee services.

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Provided by the organization

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1 program · $773K · in their own filed words · FY2024
01

Transition disabled AND/OR elderly adults from long term care institutions. We assist finding living arrangements, home setup for appropriate living conditions for independent living. Service facilitation aids the disabled AND/OR elderly qualify for medicaid waivers, with attendent care. Ensure proper care is recieved.

$773Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$29

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Fees for servicesLn 2g$1.0M
Money outPt IX
$774K
Ln 25
Programscol B$773K
Managementcol C$1K
Owns and owesPt X
$193K
net assets · Ln 32
Cash and savingsLn 1–2$201K
Total assetsLn 16$212K
LiabilitiesLn 26$18K
PeoplePt VI, VII
3
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.0M
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$201K
Cash and savings togetherLn 1–2$201K
Land, buildings, equipmentLn 10c$9K
Other assetsLn 15$900
Total assetsLn 16$212K
LiabilitiesLn 26$18K
Net assetsLn 32$193K
OperationsPt I, VI
EmployeesI 528
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$8K$201K
Land, buildings, equipmentLn 10c$9K$9K
Total assetsLn 16$18K$212K
LiabilitiesLn 26$95K$18K
Net assetsLn 32−$77K$193K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$80K$80K
Other salaries and wagesLn 7$469K$469K
Payroll taxesLn 10$142K$142K
Accounting feesLn 11c$650$650
Other fees for servicesLn 11g$249$249
Advertising and promotionLn 12$85$85
Office expensesLn 13$6K$6K
Information technologyLn 14$33K$33K
OccupancyLn 16$26K$26K
TravelLn 17$417$417
InterestLn 20$2K$2K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$7K$7K$90
All other expensesLn 24e$4K$4K$25
Total functional expensesLn 25$774K$773K$1K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.0M$774K$271K$193K 990 PDF
FY2023 $780K$726K$54K$104K 990 PDF
FY2022 $751K$748K$3K$50K 990 PDF
FY2021 $589K$587K$2K$47K 990 PDF
FY2020 $518K$474K$44K$46K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,045,167 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $365$0
I-9 Program service revenuePrior year $754,207$1,045,167
I-10 Investment incomePrior year $751$0
I-11 Other revenuePrior year $25,098$0
I-12 Total revenuePrior year $780,421$1,045,167
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $611,055$690,909
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $115,378$83,372
I-18 Total expensesPrior year $726,433$774,281
I-19 Revenue less expensesPrior year $53,988$270,886
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,045,167 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,045,167$1,045,167
VIII-12 Total revenueRelated to mission $1,045,167 · Unrelated business $0 · Excluded from tax $0$1,045,167
Part IX · Statement of functional expenses $774,281 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $79,682$79,682
IX-7 Other salaries and wagesPrograms $468,934$468,934
IX-10 Payroll taxesPrograms $142,293$142,293
IX-11c Accounting feesManagement $650$650
IX-11g Other fees for servicesManagement $249$249
IX-12 Advertising and promotionPrograms $85$85
IX-13 Office expensesPrograms $5,616$5,616
IX-14 Information technologyPrograms $32,645$32,645
IX-16 OccupancyPrograms $25,912$25,912
IX-17 TravelPrograms $417$417
IX-20 InterestPrograms $2,246$2,246
IX-23 InsurancePrograms $4,092$4,092
IX-24 Other expenses (24a–d)Programs $7,321 · Management $90$7,411
IX-24e All other expensesPrograms $4,024 · Management $25$4,049
IX-25 Total functional expensesPrograms $773,267 · Management $1,014 · Fundraising $0$774,281
Part X · Balance sheet $211,582 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $8,167$201,204
X-10c Land, buildings and equipment, netStart of year $9,478$9,478
X-15 Other assets$900
X-16 Total assetsStart of year $17,645$211,582
X-17 Accounts payable and accrued expensesStart of year $983$205
X-24 Unsecured notes and loans payableStart of year $94,126$17,955
X-26 Total liabilitiesStart of year $95,109$18,160
X-32 Total net assets or fund balancesStart of year −$77,464$193,422
X-33 Total liabilities and net assetsStart of year $17,645$211,582
Part XI · Reconciliation of net assets $193,422 net assets at year end
XI-1 Total revenue$1,045,167
XI-2 Total expenses$774,281
XI-3 Revenue less expenses$270,886
XI-4 Net assets at start of year−$77,464
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$193,422

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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