Civic Intelligence

Transformation Center Inc.

990 • Fiscal year 2021 • EIN 22-2851742

Jul 01, 2020 to Jun 30, 2021 • Filed on May 18, 2022

206 Southbridge StreetAuburn, MA 01501

(617) 442-4111

Siviq Scores

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

Liabilities / Assets

84th percentile

0.50x

Higher debt load relative to assets than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.21x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

26th percentile

0.0%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$115,102

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

47th percentile

7.8%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

15%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$975,221

Up $70,761 (+7.8%) from 2020

Net Assets

Up

$485,100

Up $671 (+0.1%) from 2020

Liabilities

Up

$490,121

Up $70,090 (+17%) from 2020

Revenue

Up

$2,389,896

Up $316,744 (+15%) from 2020

Expenses

Up

$2,389,225

Up $264,170 (+12%) from 2020

Net Income

Up

$671

Up $52,574 (+101%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $522,603Liabilities 2010: $134,095Net Assets 2010: $388,5082010Assets 2011: $479,530Liabilities 2011: $89,505Net Assets 2011: $390,0252011Assets 2012: $461,868Liabilities 2012: $153,070Net Assets 2012: $308,7982012Assets 2013: $560,478Liabilities 2013: $94,394Net Assets 2013: $466,0842013Assets 2014: $692,329Liabilities 2014: $176,417Net Assets 2014: $515,9122014Assets 2015: $710,811Liabilities 2015: $128,908Net Assets 2015: $581,9032015Assets 2016: $935,107Liabilities 2016: $182,954Net Assets 2016: $752,1532016Assets 2017: $768,653Liabilities 2017: $110,507Net Assets 2017: $658,1462017Assets 2018: $639,500Liabilities 2018: $65,433Net Assets 2018: $574,0672018Assets 2019: $657,487Liabilities 2019: $121,155Net Assets 2019: $536,3322019Assets 2020: $904,460Liabilities 2020: $420,031Net Assets 2020: $484,4292020Assets 2021: $975,221Liabilities 2021: $490,121Net Assets 2021: $485,1002021Assets 2022: $1,048,509Liabilities 2022: $186,692Net Assets 2022: $861,8172022Assets 2023: $1,213,244Liabilities 2023: $231,328Net Assets 2023: $981,9162023Assets 2024: $1,962,731Liabilities 2024: $254,026Net Assets 2024: $1,708,7052024

Highlighted filing

2021

Assets$975,221
Liabilities$490,121
Net Assets$485,100

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,120,2782010Expenses 2011: $2,298,9012011Revenue 2012: $2,141,449Expenses 2012: $2,222,676Net Income 2012: -$81,2272012Expenses 2013: $2,087,9972013Revenue 2014: $2,085,429Expenses 2014: $2,035,601Net Income 2014: $49,8282014Revenue 2015: $2,037,003Expenses 2015: $1,971,012Net Income 2015: $65,9912015Revenue 2016: $2,183,841Expenses 2016: $2,013,591Net Income 2016: $170,2502016Revenue 2017: $1,972,811Expenses 2017: $2,066,818Net Income 2017: -$94,0072017Revenue 2018: $1,821,333Expenses 2018: $1,905,412Net Income 2018: -$84,0792018Revenue 2019: $2,107,982Expenses 2019: $2,145,717Net Income 2019: -$37,7352019Revenue 2020: $2,073,152Expenses 2020: $2,125,055Net Income 2020: -$51,9032020Revenue 2021: $2,389,896Expenses 2021: $2,389,225Net Income 2021: $6712021Revenue 2022: $3,269,950Expenses 2022: $2,834,920Net Income 2022: $435,0302022Revenue 2023: $4,070,135Expenses 2023: $3,950,036Net Income 2023: $120,0992023Revenue 2024: $4,931,122Expenses 2024: $4,195,680Net Income 2024: $735,4422024

Highlighted filing

2021

Revenue$2,389,896
Expenses$2,389,225
Net Income$671
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 18, 2022
Return Version
2020v4.2
Gross Receipts
$2,389,896
Mission and Program Overview

Mission

As peers in all stages of recovering our mental health wellness and freedom from addictions we promote the growth and voices of people with lived experience, individually, in communities and in organizations.

The organization exists as a peer-operated entity to serve the growth and advocacy needs of people who are in all stages of recovering their mental health wellness and freedom from addictions to promote well-being and ensure that their diverse voices impact and transform mental health and community policy and practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$570,386$586,683▲ $16,297
Accounts Receivable$293,601$354,216▲ $60,615
Prepaid Expenses and Deferred Charges$12,644$9,536▼ $3,108
Land, Buildings, and Equipment, Net$7,378$9,315▲ $1,937
Total Assets$904,460$975,221▲ $70,761
Other Assets Total$20,451$15,471▼ $4,980
Liabilities
Other Liabilities$324,800$324,800→ $0
Accounts Payable and Accrued Expenses$95,231$165,321▲ $70,090
Total Liabilities$420,031$490,121▲ $70,090
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$484,429$485,100▲ $671
Total Net Assets Fund Balance$484,429$485,100▲ $671
Total Liabilities and Net Assets / Fund Balance$904,460$975,221▲ $70,761

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,315$130,373$139,688
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brenda Vezina-jodaitisDirectorFT$115,102$115,102

Board Members and Trustees

NameTitle
Oryx CohenPresident
Lisa AdamsDirector
Ernie FloydClerk
Meri VianoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,389,858
Program Service Revenue
$0
Investment Income
$38
Other Revenue
$0
All Other Contributions
$98,780
Change in Net Assets
$671

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,389,896
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,389,896
Total Revenue per Form 990
$2,389,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,377,842
Other Expenses$1,011,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,126,491--$1,126,491
Occupancy$286,275--$286,275
Other Employee Benefits$136,231--$136,231
Payroll Taxes$115,120--$115,120
Fees for Services Other-$94,707-$94,707
Office Expenses$81,350--$81,350
Travel$36,827--$36,827
Other Expenses$28,142--$28,142
Fees for Services Accounting-$23,097-$23,097
Insurance-$16,347-$16,347
Advertising$10,033--$10,033
All Other Expenses$9,734--$9,734
Fees for Services Legal-$6,287-$6,287
Conferences and Meetings$2,700--$2,700
Information Technology$365--$365
Total Functional Expenses$2,248,787$140,438$0$2,389,225

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,389,225
Total Expenses per Audited Statements$2,389,225
Total Expenses per Form 990$2,389,225
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Paycheck Protection Program$324,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form is reviewed by management with the preparer, and reviewed with the board prior to approval and submission.

Form 990, Part VI, Section B, Line 12C

The board annually discloses any related party activity that is approved by the board.

Form 990, Part VI, Section B, Line 15

All compensation is reviewed as part of the annual budget process with the board of directors.

Form 990, Part VI, Section C, Line 19

Upon written request and on several state agency websites.

Filing and Contact Details

Filer

Filer Name
Transformation Center Inc
EIN
22-2851742
Phone
6174424111
Address
206 SOUTHBRIDGE STREET, AUBURN, MA 01501
Doing Business As
Kiva Centers

Signing Officer

Name
Oryx Cohen
Title
President
Phone
6174424111
Signed
2022-05-18

Organization Details

Principal Officer
Oryx Cohen
Formed
1987
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
De Biasi & Nash LLC
Address
240 HARRIS ST, REVERE, MA 02151
Preparer
Christopher Nash
Phone
7812861320
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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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IRS990ScheduleD/TotalBookValueLandBuildingsAmt09315
IRS990ScheduleD/TotalExpensesPerForm990Amt02389225
IRS990ScheduleD/TotalLiabilityAmt0324800
IRS990ScheduleD/TotalRevenuePerForm990Amt02389896
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02389896
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02389225
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM IS REVIEWED BY MANAGEMENT WITH THE PREPARER, AND REVIEWED WITH THE BOARD PRIOR TO APPROVAL AND SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ANNUALLY DISCLOSES ANY RELATED PARTY ACTIVITY THAT IS APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION IS REVIEWED AS PART OF THE ANNUAL BUDGET PROCESS WITH THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON WRITTEN REQUEST AND ON SEVERAL STATE AGENCY WEBSITES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0904460
IRS990/TotalAssetsEOYAmt0975221
IRS990/TotalAssetsGrp/BOYAmt0904460
IRS990/TotalAssetsGrp/EOYAmt0975221
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02389858
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0140438
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02248787
IRS990/TotalFunctionalExpensesGrp/TotalAmt02389225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0420031
IRS990/TotalLiabilitiesEOYAmt0490121
IRS990/TotalLiabilitiesGrp/BOYAmt0420031
IRS990/TotalLiabilitiesGrp/EOYAmt0490121
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0484429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0485100
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02248787
IRS990/TotalReportableCompFromOrgAmt0115102
IRS990/TotalRevenueGrp/ExclusionAmt038
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02389896
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0904460
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0975221
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt036827
IRS990/TravelGrp/TotalAmt036827
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0206 SOUTHBRIDGE STREET
IRS990/USAddress/CityNm0AUBURN
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001501
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0TRANSFORMATION-CENTER.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ORYX COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06174424111
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSFORMATION CENTER INC
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0222851742
ReturnHeader/Filer/PhoneNum06174424111
ReturnHeader/Filer/USAddress/AddressLine1Txt0206 SOUTHBRIDGE STREET
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475208450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DE BIASI & NASH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0240 HARRIS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REVERE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002151
ReturnHeader/PreparerPersonGrp/PhoneNum07812861320
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER NASH
ReturnHeader/ReturnTs02022-05-18T14:04:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ORYX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COHEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.25$1.71$4.93$4.20$0.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.23$0.98$4.07$3.95$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.19$0.86$3.27$2.83$0.44
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.49$0.49$2.39$2.39$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.42$0.48$2.07$2.13$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.12$0.54$2.11$2.15$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.07$0.57$1.82$1.91$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.11$0.66$1.97$2.07$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.18$0.75$2.18$2.01$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.13$0.58$2.04$1.97$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.18$0.52$2.09$2.04$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.09$0.47$2.09
2012Summary only. Only limited summary data is available for this year.$0.46$0.15$0.31$2.14$2.22$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.09$0.39$2.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.13$0.39$2.12