Civic Intelligence

Transformations Wellness Center

990 • Fiscal year 2023 • EIN 20-8049182

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 08, 2024

Organization ProfileN/A
3647 Hwy 39Klamath Falls, OR 97603

(541) 887-8888

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

2.8%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$5,707,383

Up $1,282,550 (+29%) from 2022

Net Assets

Up

$5,695,803

Up $1,413,085 (+33%) from 2022

Liabilities

Down

$11,580

Down $130,535 (-92%) from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin85th percentile

Revenue

Up

$4,005,507

Up $109,262 (+2.8%) from 2022

Expenses

Up

$2,592,422

Up $466,973 (+22%) from 2022

Net Income

Down

$1,413,085

Down $357,711 (-20%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2010: $25,856Liabilities 2010: $56,230Net Assets 2010: -$30,3742010Assets 2011: $49,235Liabilities 2011: $50,721Net Assets 2011: -$1,4862011Assets 2012: $75,652Liabilities 2012: $37,608Net Assets 2012: $38,0442012Assets 2013: $480,844Liabilities 2013: $282,087Net Assets 2013: $198,7572013Assets 2014: $690,777Liabilities 2014: $259,337Net Assets 2014: $431,4402014Assets 2015: $863,679Liabilities 2015: $241,782Net Assets 2015: $621,8972015Assets 2016: $1,034,223Liabilities 2016: $296,076Net Assets 2016: $738,1472016Assets 2017: $1,106,014Liabilities 2017: $274,716Net Assets 2017: $831,2982017Assets 2018: $1,286,377Liabilities 2018: $264,378Net Assets 2018: $1,021,9992018Assets 2019: $1,439,874Liabilities 2019: $231,716Net Assets 2019: $1,208,1582019Assets 2020: $1,768,462Liabilities 2020: $363,425Net Assets 2020: $1,405,0372020Assets 2021: $2,859,842Liabilities 2021: $347,920Net Assets 2021: $2,511,9222021Assets 2022: $4,424,833Liabilities 2022: $142,115Net Assets 2022: $4,282,7182022Assets 2023: $5,707,383Liabilities 2023: $11,580Net Assets 2023: $5,695,8032023Assets 2024: $9,260,968Liabilities 2024: $10,542Net Assets 2024: $9,250,4262024

Highlighted filing

2023

Assets$5,707,383
Liabilities$11,580
Net Assets$5,695,803
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $488,2802010Expenses 2011: $607,5712011Expenses 2012: $670,1812012Revenue 2013: $941,940Expenses 2013: $781,227Net Income 2013: $160,7132013Revenue 2014: $998,859Expenses 2014: $766,176Net Income 2014: $232,6832014Revenue 2015: $990,359Expenses 2015: $847,252Net Income 2015: $143,1072015Revenue 2016: $1,028,605Expenses 2016: $912,353Net Income 2016: $116,2522016Revenue 2017: $1,207,813Expenses 2017: $1,114,662Net Income 2017: $93,1512017Revenue 2018: $1,379,009Expenses 2018: $1,188,308Net Income 2018: $190,7012018Revenue 2019: $1,502,332Expenses 2019: $1,316,173Net Income 2019: $186,1592019Revenue 2020: $1,820,091Expenses 2020: $1,623,212Net Income 2020: $196,8792020Revenue 2021: $2,864,845Expenses 2021: $1,757,960Net Income 2021: $1,106,8852021Revenue 2022: $3,896,245Expenses 2022: $2,125,449Net Income 2022: $1,770,7962022Revenue 2023: $4,005,507Expenses 2023: $2,592,422Net Income 2023: $1,413,0852023Revenue 2024: $6,801,263Expenses 2024: $3,246,640Net Income 2024: $3,554,6232024

Highlighted filing

2023

Revenue$4,005,507
Expenses$2,592,422
Net Income$1,413,085
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 8, 2024
Return Version
2023v4.0
Gross Receipts
$4,005,507
Mission and Program Overview

Mission

To proivde treatment and counseling for individuals struggling with alcohol and or substance abuse or addiction

To provide treatment and counseling for individuals struggling with alcohol and or substance abuse or addiction

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,308,925$4,222,712▲ $913,787
Land, Buildings, and Equipment, Net$1,109,189$1,477,471▲ $368,282
Prepaid Expenses and Deferred Charges$6,719$7,200▲ $481
Total Assets$4,424,833$5,707,383▲ $1,282,550
Liabilities
Mortgage Notes Payable Secured by Investment Property$140,349--
Accounts Payable and Accrued Expenses$1,766$11,580▲ $9,814
Total Liabilities$142,115$11,580▼ $130,535
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,282,718$5,695,803▲ $1,413,085
Total Net Assets Fund Balance$4,282,718$5,695,803▲ $1,413,085
Total Liabilities and Net Assets / Fund Balance$4,424,833$5,707,383▲ $1,282,550

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$732,025$166,124-
Land$372,539--
Equipment$199,655$251,375-
Leasehold Improvements$173,252$72,774-
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Ron WiotaPresident
Barbara HeathCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$944,108
Program Service Revenue
$2,947,344
Investment Income
$37,603
Other Revenue
$76,452
All Other Contributions
$15,811
Change in Net Assets
$1,413,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,785,677
Other Expenses$805,745
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,244,274$138,252-$1,382,526
Occupancy$132,820$14,758-$147,578
Other Employee Benefits$129,803$14,422-$144,225
Insurance$125,830$13,981-$139,811
Payroll Taxes$116,746$12,972-$129,718
Current Officers, Directors, Trustees, and Key Employees$116,287$12,921-$129,208
Depreciation Depletion$81,612$9,068-$90,680
Office Expenses$61,307$6,812-$68,119
All Other Expenses$35,659$3,962-$39,621
Fees for Services Accounting$15,023$1,669-$16,692
Interest$8,329$925-$9,254
Travel$6,731$747-$7,478
Advertising$2,779$308-$3,087
Other Expenses$1,487$165-$1,652
Grants to Domestic Orgs$1,000--$1,000
Total Functional Expenses$2,333,283$259,139$0$2,592,422
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Organizations process to review form 990-the executive director reviews form 990 before it is filed and a copy is provided to the board of directors”

Governing documents etc available to public Part VI line 19

“The organizations governing documents are available for public inspection upon written request”

Filing and Contact Details

Filer

Filer Name
Transformation Wellness Center
EIN
20-8049182
Address
3647 HWY 39, KLAMATH FALLS, OR 97603

Signing Officer

Name
Barbara a Heath
Title
CEO
Phone
5418878880
Signed
2024-03-08
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
47

Preparer

Firm
DR Accounting & Business Svcs LLC
Address
PO Box 397, Adair, OK 74330
Preparer
Dayna Sisemore
Phone
5418926516
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Continuing ed 13078dues & subs 1249license & permits 736postage 859rounding -4tax & licensing 460miscellaneous 528”

Raw XML Appendix342 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTINUING ED 13078DUES & SUBS 1249LICENSE & PERMITS 736POSTAGE 859ROUNDING -4TAX & LICENSING 460MISCELLANEOUS 528
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ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,707,383
Liabilities
$11,580
Net assets
$5,695,803
Revenue
$4,005,507
Expenses
$2,592,422
Net income
$1,413,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.26$0.01$9.25$6.80$3.25$3.55
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.01$5.70$4.01$2.59$1.41
2022Detailed filing. Detailed filing data is available for this year.$4.42$0.14$4.28$3.90$2.13$1.77
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.35$2.51$2.86$1.76$1.11
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.36$1.41$1.82$1.62$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.23$1.21$1.50$1.32$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.26$1.02$1.38$1.19$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.27$0.83$1.21$1.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.30$0.74$1.03$0.91$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.24$0.62$0.99$0.85$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.26$0.43$1.00$0.77$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.28$0.20$0.94$0.78$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.04$0.04$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.00$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.06$0.03$0.49