Transitions INC FY2020 filing

Tax-deductible

Blanding, UT501(c)(3)EducationEIN 87-0669128

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Provide opportunities for disabled individuals to learn pre-vocational and independent living skills. Collect and distribute food donations.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$97K 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
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 $59K a year · 7% 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
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$97K
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
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $30K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$357K
32% of total assets
Looks good: liabilities are 32% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 8 voting members
Fine: 4 of 8 voting members are independent, half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$1.2M
To programs
95%
Net assets
$754K
By yearFY2020–FY2024
Revenue
$1.2M
FY2020
Revenue by fiscal year
FY2020$1.2M
FY2021$865K
FY2022$725K
FY2023$803K
FY2024$777K
Expenses
$1.2M
FY2020
Expenses by fiscal year
FY2020$1.2M
FY2021$740K
FY2022$660K
FY2023$755K
FY2024$742K
Net assets
$754K
FY2020
Net assets by fiscal year
FY2020$754K
FY2021$879K
FY2022$945K
FY2023$993K
FY2024$1.0M

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
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 Jan 2009.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $1.1M Management & general 5% · $59K

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

8 people listed on the 990; $97K paid to officers and key staff.

Part VII, Section A · reportable compensation
Secretary
$46,009Pt VII · Sec A
Board Member
$24,225Pt VII · Sec A
Director
$13,500Pt VII · Sec A
Board Member
$10,517Pt VII · Sec A
Board Member
$2,556Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Wayne Asbury’s $43K as Director is at the 34th percentile of top reported officer pay among 1613 $100K–1M education 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 · 5 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Janis Dyer$42,652$44,050$39,702$46,009
Wayne Asbury$43,321$20,766$18,000$13,500
Karen Griffin$34,351$27,735$26,681$24,225
Marilyn Palmer——$12,255$10,517
Susan Doran$6,536$4,200$3,108$2,556

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 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Teaches disabled people life and job skills, and collects/distributes food donations.

Provided by the organization

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2 programs · $1.1M · in their own filed words · FY2020
01

Transitions teaches pre-vocational skills, independent living skills, health and safety, functional academic training, money management, community access training, social skills training, etc. Each clients program is tailored depending on his or her needs. Funding is provided by the Utah Department of Human Services.

$754Kprogram expense
02

Transitions acts disburses the food to needy families in the Monument Valley area. In 2020, the organization received and distributed food valued at $345,404.

$345Kprogram 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 · FY2022
Total grants receivedfrom 1 funder$30K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$98K
Fees for servicesLn 2g$50K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$59K
Owns and owesPt X
$754K
net assets · Ln 32
Cash and savingsLn 1–2$130K
Total assetsLn 16$1.1M
LiabilitiesLn 26$357K
PeoplePt VI, VII
8
listed · VII A
PaidVII A5
Voting boardVI 1a8
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$662K
Fees for servicesLn 2g$50K
Investment incomeLn 3$98K
Other incomeLn 4–11$24K
Gains on assetsLn 7$96K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$130K
Cash and savings togetherLn 1–2$130K
Land, buildings, equipmentLn 10c$907K
Other assetsLn 15$500
Total assetsLn 16$1.1M
LiabilitiesLn 26$357K
Net assetsLn 32$754K
OperationsPt I, VI
EmployeesI 526
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$26K$130K
Land, buildings, equipmentLn 10c$929K$907K
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$303K$357K
Net assetsLn 32$733K$754K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$345K$345K
Other salaries and wagesLn 7$468K$458K$10K
Payroll taxesLn 10$42K$42K$951
Accounting feesLn 11c$15K$15K
OccupancyLn 16$79K$73K$6K
TravelLn 17$18K$18K
InterestLn 20$15K$15K
Depreciation, depletion and amortizationLn 22$65K$62K$3K
InsuranceLn 23$41K$36K$4K
Other expenses (24a–d)Ln 24$36K$35K$666
All other expensesLn 24e$34K$15K$18K
Total functional expensesLn 25$1.2M$1.1M$59K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $777K$742K$35K$1.0M 990 PDF
FY2023 $803K$755K$48K$993K 990 PDF
FY2022 $725K$660K$65K$945K 990 PDF
FY2021 $865K$740K$126K$879K 990 PDF
FY2020 Viewing $1.2M$1.2M$21K$754K 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 (4 parts)
Part VIII · Statement of revenue $1,179,080 across 8 lines filed
Lines not itemized here account for $125 of total revenue; see the IRS return.
VIII-1e Government grants$662,245
VIII-1f All other contributions, gifts and grants$345,455
VIII-1h Total contributions, gifts and grants$1,007,700
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $49,555$49,555
VIII-3 Investment incomeRelated to mission $1,662$1,662
VIII-6 Net rental income or lossRelated to mission $23,726$23,726
VIII-7 Net gain or loss on sales of assetsRelated to mission $96,312$96,312
VIII-12 Total revenueRelated to mission $171,380 · Unrelated business $0 · Excluded from tax $0$1,179,080
Part IX · Statement of functional expenses $1,158,406 across 11 lines filed
IX-2 Grants to domestic individualsPrograms $345,404$345,404
IX-7 Other salaries and wagesPrograms $458,018 · Management $10,467$468,485
IX-10 Payroll taxesPrograms $41,505 · Management $951$42,456
IX-11c Accounting feesManagement $15,055$15,055
IX-16 OccupancyPrograms $72,584 · Management $6,315$78,899
IX-17 TravelPrograms $18,116$18,116
IX-20 InterestPrograms $14,622$14,622
IX-22 Depreciation, depletion and amortizationPrograms $62,236 · Management $3,121$65,357
IX-23 InsurancePrograms $36,479 · Management $4,053$40,532
IX-24 Other expenses (24a–d)Programs $35,079 · Management $666$35,745
IX-24e All other expensesPrograms $15,413 · Management $18,322$33,735
IX-25 Total functional expensesPrograms $1,099,456 · Management $58,950 · Fundraising $0$1,158,406
Part X · Balance sheet $1,111,292 assets, 11 lines filed
Asset lines not itemized here account for $500; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $25,951$129,718
X-4 Accounts receivableStart of year $62,767$53,991
X-8 Inventories for sale or useStart of year $18,087$19,396
X-10c Land, buildings and equipment, netStart of year $928,805$907,187
X-15 Other assetsStart of year $500$500
X-16 Total assetsStart of year $1,036,110$1,111,292
X-17 Accounts payable and accrued expensesStart of year $43,012$137,874
X-26 Total liabilitiesStart of year $302,956$357,464
X-27 Net assets without donor restrictionsStart of year $733,154$753,828
X-32 Total net assets or fund balancesStart of year $733,154$753,828
X-33 Total liabilities and net assetsStart of year $1,036,110$1,111,292
Part XI · Reconciliation of net assets $753,828 net assets at year end
XI-1 Total revenue$1,179,080
XI-2 Total expenses$1,158,406
XI-3 Revenue less expenses$20,674
XI-4 Net assets at start of year$733,154
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$753,828

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

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