Civic Intelligence

Transformations Wellness Center

990 • Fiscal year 2020 • EIN 20-8049182

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 29, 2021

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

63rd percentile

0.21x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.20x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

21%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$1,768,462

Up $328,588 (+23%) from 2019

Net Assets

Up

$1,405,037

Up $196,879 (+16%) from 2019

Liabilities

Up

$363,425

Up $131,709 (+57%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Up

$1,820,091

Up $317,759 (+21%) from 2019

Expenses

Up

$1,623,212

Up $307,039 (+23%) from 2019

Net Income

Up

$196,879

Up $10,720 (+5.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2020

Assets$1,768,462
Liabilities$363,425
Net Assets$1,405,037
Open 2020 Filing

Operations Trend

Revenue Growth76th 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

2020

Revenue$1,820,091
Expenses$1,623,212
Net Income$196,879
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 29, 2021
Return Version
2020v4.1
Gross Receipts
$1,820,091
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$841,047$1,158,710▲ $317,663
Land, Buildings, and Equipment, Net$598,827$608,913▲ $10,086
Prepaid Expenses and Deferred Charges-$839-
Total Assets$1,439,874$1,768,462▲ $328,588
Liabilities
Mortgage Notes Payable Secured by Investment Property$223,993$188,285▼ $35,708
Grants Payable-$173,600-
Accounts Payable and Accrued Expenses$7,723$1,540▼ $6,183
Total Liabilities$231,716$363,425▲ $131,709
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,208,158$1,405,037▲ $196,879
Total Net Assets Fund Balance$1,208,158$1,405,037▲ $196,879
Total Liabilities and Net Assets / Fund Balance$1,439,874$1,768,462▲ $328,588

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$350,758$101,022-
Land$59,062--
Equipment$137,469$130,924-
Leasehold Improvements$61,624$14,182-
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Ron WoitaPresident
Barbara HeathCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$454,656
Program Service Revenue
$1,310,136
Investment Income
$641
Other Revenue
$54,658
Change in Net Assets
$196,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,040,936
Other Expenses$582,276
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$680,919$75,658-$756,577
All Other Expenses$170,098$1,336-$171,434
Other Employee Benefits$124,757$13,862-$138,619
Occupancy$92,041$10,227-$102,268
Current Officers, Directors, Trustees, and Key Employees$66,147$7,350-$73,497
Payroll Taxes$65,019$7,224-$72,243
Depreciation Depletion$53,992--$53,992
Insurance$34,170$3,797-$37,967
Office Expenses$13,152$1,461-$14,613
Fees for Services Accounting$9,953$1,105-$11,058
Information Technology$8,700$967-$9,667
Fees for Services Legal$7,007$779-$7,786
Travel$2,705$301-$3,006
Advertising$2,646--$2,646
Interest$2,229$248-$2,477
Other Expenses$1,353$150-$1,503
Total Functional Expenses$1,497,602$125,610$0$1,623,212
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

“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
2021-09-29
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
35

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

“Qb dir dep fees 834 gifts & holiday 3469 continuing ed 12738 dues & subs 1500 bank serv charge 552lic & permits 827postage 744rounding 3tax & lic 364miscellaneous 403prior perio over billing adj/reimb 150,000”

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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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IRS990/TravelGrp/ProgramServicesAmt02705
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,768,462
Liabilities
$363,425
Net assets
$1,405,037
Revenue
$1,820,091
Expenses
$1,623,212
Net income
$196,879
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