Transitions INC FY2022 filing

Tax-deductible

Blanding, UT501(c)(3)EducationEIN 87-0669128Revenue $725K in FY2022

On file with the IRS29 E Center St, 84511-2948 · Blanding, UTTax-exempt since Jan 2009Publicly supported — 509(a)(2)

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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.
90¢ 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

FY2022 · 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
90%
of spending
Looks good: 90% 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 · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
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
$141K
13% of total assets
Looks good: liabilities are 13% 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
$725K
-16% vs prior year
Spent
$660K
To programs
90%
Net assets
$945K
By yearFY2020–FY2024
Revenue
$725K
FY2022▼ -16%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$865K
FY2022$725K
FY2023$803K
FY2024$777K
Expenses
$660K
FY2022▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$740K
FY2022$660K
FY2023$755K
FY2024$742K
Net assets
$945K
FY2022▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$754K
FY2021$879K
FY2022$945K
FY2023$993K
FY2024$1.0M

From the FY2022 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2022 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

90 cents of each dollar spent went to programs.

Program services 90% · $592K Management & general 10% · $67K

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
$44,050Pt VII · Sec A
Board Member
$27,735Pt VII · Sec A
Director
$20,766Pt VII · Sec A
Board Member
$4,200Pt VII · Sec A
Board Member
$0Pt 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.

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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
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

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

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Provided by the organization

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1 program · $592K · in their own filed words · FY2022
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.

$592Kprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$725K
Ln 12
Gifts and grantsLn 1h$627K
Fees for servicesLn 2g$99K
Money outPt IX
$660K
Ln 25
Programscol B$592K
Managementcol C$67K
Owns and owesPt X
$945K
net assets · Ln 32
Cash and savingsLn 1–2$198K
Total assetsLn 16$1.1M
LiabilitiesLn 26$141K
PeoplePt VI, VII
8
listed · VII A
PaidVII A4
Voting boardVI 1a8
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$627K
Government grantsLn 1e$627K
Fees for servicesLn 2g$99K
Gains on assetsLn 7−$1K
Total revenueLn 12$725K
Assets in detailPt X, end of year
CashLn 1$198K
Cash and savings togetherLn 1–2$198K
Land, buildings, equipmentLn 10c$812K
Other assetsLn 15$500
Total assetsLn 16$1.1M
LiabilitiesLn 26$141K
Net assetsLn 32$945K
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 FY22End FY22
Cash and savingsLn 1–2$134K$198K
Land, buildings, equipmentLn 10c$861K$812K
Total assetsLn 16$1.1M$1.1M
LiabilitiesLn 26$187K$141K
Net assetsLn 32$879K$945K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$372K$360K$12K
Payroll taxesLn 10$35K$33K$1K
Accounting feesLn 11c$15K$15K
Other fees for servicesLn 11g$45K$20K$25K
OccupancyLn 16$540$540
TravelLn 17$25K$25K
InterestLn 20$8K$8K
Depreciation, depletion and amortizationLn 22$43K$39K$4K
InsuranceLn 23$32K$29K$3K
Other expenses (24a–d)Ln 24$84K$78K$6K
Total functional expensesLn 25$660K$592K$67K$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 Viewing $725K$660K$65K$945K 990 PDF
FY2021 $865K$740K$126K$879K 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $724,680 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $586,080$626,916
I-9 Program service revenuePrior year $66,035$99,072
I-10 Investment incomePrior year $9−$1,412
I-11 Other revenuePrior year $213,046$104
I-12 Total revenuePrior year $865,170$724,680
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $447,322$406,573
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $292,223$253,018
I-18 Total expensesPrior year $739,545$659,591
I-19 Revenue less expensesPrior year $125,625$65,089
Part VI · Governance 4 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
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 $724,680 across 7 lines filed
VIII-1e Government grants$626,716
VIII-1f All other contributions, gifts and grants$200
VIII-1h Total contributions, gifts and grants$626,916
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $99,072$99,072
VIII-7 Net gain or loss on sales of assetsRelated to mission −$1,412−$1,412
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $104$104
VIII-12 Total revenueRelated to mission $97,764 · Unrelated business $0 · Excluded from tax $0$724,680
Part IX · Statement of functional expenses $659,591 across 10 lines filed
IX-7 Other salaries and wagesPrograms $359,573 · Management $12,466$372,039
IX-10 Payroll taxesPrograms $33,377 · Management $1,157$34,534
IX-11c Accounting feesManagement $15,431$15,431
IX-11g Other fees for servicesPrograms $20,067 · Management $25,232$45,299
IX-16 OccupancyPrograms $540$540
IX-17 TravelPrograms $24,932$24,932
IX-20 InterestPrograms $8,237$8,237
IX-22 Depreciation, depletion and amortizationPrograms $38,669 · Management $4,119$42,788
IX-23 InsurancePrograms $29,055 · Management $3,228$32,283
IX-24 Other expenses (24a–d)Programs $77,644 · Management $5,864$83,508
IX-25 Total functional expensesPrograms $592,094 · Management $67,497 · Fundraising $0$659,591
Part X · Balance sheet $1,085,433 assets, 11 lines filed
Asset lines not itemized here account for $600; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $134,335$197,781
X-4 Accounts receivableStart of year $51,052$55,784
X-8 Inventories for sale or useStart of year $18,680$18,680
X-10c Land, buildings and equipment, netStart of year $860,909$812,088
X-15 Other assetsStart of year $500$500
X-16 Total assetsStart of year $1,066,076$1,085,433
X-17 Accounts payable and accrued expensesStart of year $36,001$69,210
X-26 Total liabilitiesStart of year $186,623$140,891
X-27 Net assets without donor restrictionsStart of year $879,453$944,542
X-32 Total net assets or fund balancesStart of year $879,453$944,542
X-33 Total liabilities and net assetsStart of year $1,066,076$1,085,433
Part XI · Reconciliation of net assets $944,542 net assets at year end
XI-1 Total revenue$724,680
XI-2 Total expenses$659,591
XI-3 Revenue less expenses$65,089
XI-4 Net assets at start of year$879,453
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$944,542

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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