Civic Intelligence

Transformations Wellness Center

990 • Fiscal year 2017 • EIN 20-8049182

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

(541) 887-8888

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,106,014

Up $71,791 (+6.9%) from 2016

Net Assets

Up

$831,298

Up $93,151 (+13%) from 2016

Liabilities

Down

$274,716

Down $21,360 (-7.2%) from 2016

Revenue And Expenses

Revenue

Up

$1,207,813

Up $179,208 (+17%) from 2016

Expenses

Up

$1,114,662

Up $202,309 (+22%) from 2016

Net Income

Down

$93,151

Down $23,101 (-20%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$1,106,014
Liabilities$274,716
Net Assets$831,298
Open 2017 Filing

Operations Trend

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

2017

Revenue$1,207,813
Expenses$1,114,662
Net Income$93,151
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$1,208,926
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$524,177$558,220▲ $34,043
Cash and Non-Interest-Bearing Accounts$501,277$544,506▲ $43,229
Prepaid Expenses and Deferred Charges$8,300$2,819▼ $5,481
Total Assets$1,034,223$1,106,014▲ $71,791
Other Assets Total$469$469→ $0
Liabilities
Other Liabilities$295,066$272,631▼ $22,435
Accounts Payable and Accrued Expenses$1,010$2,085▲ $1,075
Total Liabilities$296,076$274,716▼ $21,360
Net Assets / Fund Balance
Unrestricted Net Assets$738,147$831,298▲ $93,151
Total Net Assets Fund Balance$738,147$831,298▲ $93,151
Total Liabilities and Net Assets / Fund Balance$1,034,223$1,106,014▲ $71,791

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$359,712$50,446-
Land$59,062--
Equipment$96,756$51,317-
Leasehold Improvements$42,690$5,461-
Other Assets Org$469--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ron WoitaPresident
Joy NixonBoard Member
Kathleen AdamsBoard Member
Trevor PetersenBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,500
Program Service Revenue
$1,206,387
Investment Income
$-1,074
Other Revenue
$0
All Other Contributions
$2,500
Change in Net Assets
$93,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$737,862
Other Expenses$376,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$533,627$59,292-$592,919
All Other Expenses$165,715$14,371-$180,086
Insurance$74,374$8,264-$82,638
Payroll Taxes$61,210$6,801-$68,011
Current Officers, Directors, Trustees, and Key Employees$60,937$6,770-$67,707
Depreciation Depletion$32,696--$32,696
Office Expenses$25,144$2,794-$27,938
Occupancy$14,561$1,618-$16,179
Fees for Services Accounting$11,397$1,267-$12,664
Other Employee Benefits$8,303$922-$9,225
Interest$8,037$893-$8,930
Advertising$2,186$243-$2,429
Travel$1,916$213-$2,129
Fees for Services Other$558$62-$620
Other Expenses$270$30-$300
Total Functional Expenses$1,010,103$104,559$0$1,114,662
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Hwy 39$212,107
Note Payable Design Space$47,645
Note Payable Umpqua$12,879
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“Form 990, part vi, line 11b - organizations process to review from 990the executive director reviews the 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
Transformations Wellness Center
EIN
20-8049182
Address
3647 HWY 39, KLAMATH FALLS, OR 97603

Signing Officer

Name
Barbara Heath
Title
CEO
Phone
5418878888
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
41

Preparer

Firm
Alliance Business & Tax Svcs Inc
Address
2960 Maywood Dr SP 10, Klamath Falls, OR 97603
Preparer
Lori Builta
Phone
5418845275
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Admin office 10260continuing ed 11593dues/subscrip 236employee benefits 13451gifts 479groceries 73289household 10407inspection fees 246license/ permits 1124misc 1729postage 1254program exp 36330refund 720taxes 221telephone 2214utilities 14027womens trans. House 2511rounding -5”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
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ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTm018:51:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203149641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alliance Business & Tax Svcs Inc
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Klamath Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,106,014
Liabilities
$274,716
Net assets
$831,298
Revenue
$1,207,813
Expenses
$1,114,662
Net income
$93,151
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