Civic Intelligence

Transformations Wellness Center

990 • Fiscal year 2018 • EIN 20-8049182

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

64th percentile

0.21x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.19x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$1,286,377

Up $180,363 (+16%) from 2017

Net Assets

Up

$1,021,999

Up $190,701 (+23%) from 2017

Liabilities

Down

$264,378

Down $10,338 (-3.8%) from 2017

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin71st percentile

Revenue

Up

$1,379,009

Up $171,196 (+14%) from 2017

Expenses

Up

$1,188,308

Up $73,646 (+6.6%) from 2017

Net Income

Up

$190,701

Up $97,550 (+105%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2018

Assets$1,286,377
Liabilities$264,378
Net Assets$1,021,999
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$1,379,009
Expenses$1,188,308
Net Income$190,701
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,379,009
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
Cash and Non-Interest-Bearing Accounts$544,506$674,112▲ $129,606
Land, Buildings, and Equipment, Net$558,220$610,807▲ $52,587
Prepaid Expenses and Deferred Charges$2,819$1,458▼ $1,361
Total Assets$1,106,014$1,286,377▲ $180,363
Other Assets Total$469--
Liabilities
Other Liabilities$272,631$263,644▼ $8,987
Accounts Payable and Accrued Expenses$2,085$734▼ $1,351
Total Liabilities$274,716$264,378▼ $10,338
Net Assets / Fund Balance
Unrestricted Net Assets$831,298$1,021,999▲ $190,701
Total Net Assets Fund Balance$831,298$1,021,999▲ $190,701
Total Liabilities and Net Assets / Fund Balance$1,106,014$1,286,377▲ $180,363

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$384,870$66,910-
Land$59,062--
Equipment$111,635$72,524-
Leasehold Improvements$55,240$7,818-
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,369,197
Investment Income
$798
Other Revenue
$9,014
Change in Net Assets
$190,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$805,444
Other Expenses$382,864
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$535,430$59,492-$594,922
Current Officers, Directors, Trustees, and Key Employees$72,195$8,022-$80,217
Payroll Taxes$61,616$6,846-$68,462
Occupancy$60,904$6,771-$67,675
Other Employee Benefits$55,659$6,184-$61,843
Depreciation Depletion$40,028--$40,028
Insurance$33,596$3,733-$37,329
Office Expenses$23,969$2,663-$26,632
All Other Expenses$12,868$5,686-$18,554
Interest$13,913$1,546-$15,459
Fees for Services Other$14,500$282-$14,782
Fees for Services Accounting$9,326$1,036-$10,362
Fees for Services Legal$5,597$622-$6,219
Advertising$3,209$356-$3,565
Travel$1,111$123-$1,234
Other Expenses$500$94-$500
Total Functional Expenses$1,083,630$104,678$0$1,188,308
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$192,665
Note Payable Design Space$44,128
Note Payable Umpqua$26,851
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
31

Preparer

Firm
Alliance Business & Tax Srvcs Inc
Address
2960 MAYWOOD DR Ste 10, Klamath Falls, OR 97603
Preparer
Dolores L Patzke
Phone
5418845275
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Admin office 1782gifts 163continuing ed 10046 dues/subscrip 1129inspection fees 205lic & permits 595postage 883supplies 490tax & lic 427penalty 25miscellaneous 2513bank serv charge 296”

Raw XML Appendix347 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.
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0104678
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01083630
IRS990/TotalFunctionalExpensesGrp/TotalAmt01188308
IRS990/TotalGrossUBIAmt00
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA HEATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05418878888
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSFORMATIONS WELLNESS CENTER
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0208049182
ReturnHeader/Filer/USAddress/AddressLine1Txt03647 HWY 39
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.116.54.182
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm017:11:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203149641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIANCE BUSINESS & TAX SRVCS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02960 MAYWOOD DR Ste 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Klamath Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097603
ReturnHeader/PreparerPersonGrp/PhoneNum05418845275
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOLORES L PATZKE
ReturnHeader/ReturnTs02019-11-15T17:08:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,286,377
Liabilities
$264,378
Net assets
$1,021,999
Revenue
$1,379,009
Expenses
$1,188,308
Net income
$190,701
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