Civic Intelligence

Transitional Paths to Independent Living

990 • Fiscal year 2020 • EIN 25-1622789

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 23, 2021

42 W Maiden StreetWashington, PA 15301

(724) 223-5115

Siviq Scores

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

Liabilities / Assets

89th percentile

0.77x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

44th percentile

0.10x

Higher debt load relative to revenue than 44% of similar nonprofits.

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

Net Margin

30th percentile

-3.5%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

89th percentile

$187,944

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

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

Asset Growth

1st percentile

-57%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

84th percentile

40%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Down

$613,570

Down $803,806 (-57%) from 2019

Net Assets

Down

$143,219

Down $160,464 (-53%) from 2019

Liabilities

Down

$470,351

Down $643,342 (-58%) from 2019

Revenue

Up

$4,579,128

Up $1,299,559 (+40%) from 2019

Expenses

Up

$4,739,592

Up $1,561,962 (+49%) from 2019

Net Income

Down

-$160,464

Down $262,403 (-257%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $218,911Liabilities 2011: $107,204Net Assets 2011: $111,7072011Assets 2012: $150,756Liabilities 2012: $98,482Net Assets 2012: $52,2742012Assets 2013: $211,518Liabilities 2013: $57,841Net Assets 2013: $153,6772013Assets 2014: $315,969Liabilities 2014: $125,679Net Assets 2014: $190,2902014Assets 2015: $245,056Liabilities 2015: $87,552Net Assets 2015: $157,5042015Assets 2016: $233,612Liabilities 2016: $83,933Net Assets 2016: $149,6792016Assets 2018: $282,096Liabilities 2018: $80,352Net Assets 2018: $201,7442018Assets 2019: $1,417,376Liabilities 2019: $1,113,693Net Assets 2019: $303,6832019Assets 2020: $613,570Liabilities 2020: $470,351Net Assets 2020: $143,2192020Assets 2021: $355,437Liabilities 2021: $25,280Net Assets 2021: $330,1572021Assets 2022: $391,479Liabilities 2022: $83,366Net Assets 2022: $308,1132022Assets 2023: $560,825Liabilities 2023: $114,926Net Assets 2023: $445,8992023Assets 2024: $706,298Liabilities 2024: $377,028Net Assets 2024: $329,2702024Assets 2025: $387,729Liabilities 2025: $85,475Net Assets 2025: $302,2542025

Highlighted filing

2020

Assets$613,570
Liabilities$470,351
Net Assets$143,219

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $662,2692011Expenses 2012: $827,7592012Expenses 2013: $733,0752013Revenue 2014: $953,130Expenses 2014: $916,517Net Income 2014: $36,6132014Revenue 2015: $915,403Expenses 2015: $948,189Net Income 2015: -$32,7862015Revenue 2016: $846,300Expenses 2016: $854,125Net Income 2016: -$7,8252016Revenue 2018: $827,302Expenses 2018: $788,250Net Income 2018: $39,0522018Revenue 2019: $3,279,569Expenses 2019: $3,177,630Net Income 2019: $101,9392019Revenue 2020: $4,579,128Expenses 2020: $4,739,592Net Income 2020: -$160,4642020Revenue 2021: $1,322,649Expenses 2021: $1,135,711Net Income 2021: $186,9382021Revenue 2022: $1,084,121Expenses 2022: $1,106,165Net Income 2022: -$22,0442022Revenue 2023: $1,194,382Expenses 2023: $1,056,596Net Income 2023: $137,7862023Revenue 2024: $1,314,131Expenses 2024: $1,430,760Net Income 2024: -$116,6292024Revenue 2025: $1,261,389Expenses 2025: $1,288,405Net Income 2025: -$27,0162025

Highlighted filing

2020

Revenue$4,579,128
Expenses$4,739,592
Net Income-$160,464
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 23, 2021
Return Version
2019v5.0
Gross Receipts
$4,579,128
Mission and Program Overview

Mission

The board, management, staff, and volunteers work to engage individuals and groups of the local disability community in sharing of common experiences as the basis of mutual support. Transitional paths to independent living accesses opportunities for people to work together as advocates for changing systems in our society so they can live more independently.

Transitional paths to independent living affirms liberty and justice for all people with disabilties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,234,330$544,277▼ $690,053
Cash and Non-Interest-Bearing Accounts$175,367$66,246▼ $109,121
Land, Buildings, and Equipment, Net$7,679$3,047▼ $4,632
Total Assets$1,417,376$613,570▼ $803,806
Liabilities
Accounts Payable and Accrued Expenses$1,113,693$293,351▼ $820,342
Mortgage Notes Payable Secured by Investment Property-$177,000-
Total Liabilities$1,113,693$470,351▼ $643,342
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$255,612$120,557▼ $135,055
Net Assets With Donor Restrictions$48,071$22,662▼ $25,409
Total Net Assets Fund Balance$303,683$143,219▼ $160,464
Total Liabilities and Net Assets / Fund Balance$1,417,376$613,570▼ $803,806

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,047$13,448$16,495
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug McclintockCFOPT-$141,980$141,980
Kathleen KleinmannRetired CEOPT$101,218$2,739$103,957
Jan CrockettRetired CFOPT$52,872$4,921$57,793

Board Members and Trustees

NameTitle
Kathy HertzogChairperson
Robert BachV. Chairpers
Brook WardBoard of Director
Darlene WolfordBoard of Director
David TomeBoard of Director
Joel MillerBoard of Director
Kieth KlinkBoard of Director
Larry SmithBoard of Director
Laura AngelottiBoard of Director
Mary PatrickBoard of Director
Paul SonsonBoard of Director
Shona EakinCEO
Raychel Vendetti-adiutoriSecretary
Sean SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$779,453
Program Service Revenue
$3,799,048
Investment Income
$627
Other Revenue
$0
All Other Contributions
$100,205
Change in Net Assets
$-160,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,579,128
Total Revenue per Audited Statements
$4,579,128
Total Revenue per Form 990
$4,579,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,084,709
Grants and Similar Amounts Paid$900,000
Other Expenses$754,883
Total Fundraising Expense$127,734
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,340,957$58,284$91,246$2,490,487
Grants to Domestic Orgs$900,000--$900,000
Office Expenses$237,825$6,119$1,837$245,781
Payroll Taxes$206,558$14,184$7,300$228,042
Other Employee Benefits$189,981$16,695$14,019$220,695
Travel$145,698$136$1,879$147,713
Current Officers, Directors, Trustees, and Key Employees-$119,021-$119,021
Fees for Services Other$111,483--$111,483
Occupancy$32,757-$297$33,054
Pension Plan Contributions$21,525$3,571$1,368$26,464
Fees for Services Accounting$2,499$13,928-$16,427
Other Expenses$14,306-$6,065$14,306
Fees for Services Management-$12,659-$12,659
Insurance$10,887--$10,887
Advertising$10,719--$10,719
Conferences and Meetings$5,812-$350$6,162
Fees for Services Legal-$5,814-$5,814
Depreciation Depletion$4,632--$4,632
Total Functional Expenses$4,361,447$250,411$127,734$4,739,592

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,739,592
Total Expenses per Audited Statements$4,739,592
Total Expenses per Form 990$4,739,592
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trpil Community ServicesWashington, PA501c3Support of Operation-
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Transitional paths to independent living delagated management duties to its parent organization, trpil through september 30, 2019. Trpil and voices for independence (vfi), a nonprofit organization located in erie, pa entered into an affiliation agreement effective october 1, 2019. The affiliation is a parent/subsidiary relationship pursuant to which vfi is the parent corporation and trpil and its affiliates (transitional paths to independent living, trpil community services, private care resources, inc. D/b/a trpil home health and accessible dreams) are each independent subsidiary corporations of vfi. Vfi assumed management duties of transitional paths to independent living effective october 1, 2019.

Form 990, Page 6, Part VI, Line 4

Through september 30, 2019 transitional paths to independent living was an affiliate of trpil. Trpil and voices for independence (vfi), a nonprofit organization located in erie, pa entered into an affiliation agreement effective october 1, 2019. The affiliation is a parent/subsidiary relationship pursuant to which vfi is the parent corporation and trpil and its affiliates (transitional paths to independent living, trpil community services, private care resources, inc. D/b/a trpil home health and accessible dreams) are each independent subsidiary corporations of vfi. The chief executive officer (ceo) of vfi was appointed ceo of each of the trpil entities. The new vfi board was initially comprised of an equal number of board members from both vfi and trpil, plus the ceo of vfi.

Form 990, Page 6, Part VI, Line 11B

A copy of form 990 was supplied to all board members for review and discussion prior to signing and submission of the form.

Form 990, Page 6, Part VI, Line 12C

The organization requires the completion of an annual conflict of interest questionaire and monitors the conflict of interest policy through education and communication among the board of any potential conflict and the steps needed to address any conflicts which may arise.

Form 990, Page 6, Part VI, Line 15A

The board of directors of the parent organization reviews the compensation of the ceo and cfo positions in conjuction with aproving the annual budget. Comparability data of the area and the industry is used.

Form 990, Page 6, Part VI, Line 15B

The board of directors of the parent organization reviews the compensation of the ceo and cfo positions in conjuction with aproving the annual budget. Comparability data of the area and the industry is used.

Form 990, Page 6, Part VI, Line 19

Governing documents made available upon request.

Filing and Contact Details

Filer

Filer Name
Transitional Paths to Independent
EIN
25-1622789
Phone
7242235115
Address
42 W MAIDEN STREET, WASHINGTON, PA 15301

Signing Officer

Name
Shona Eakin
Title
CEO
Phone
7242235115
Signed
2021-02-23

Organization Details

Principal Officer
Shona Eakin
Formed
1990
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
106
Volunteers
60

Preparer

Firm
Palermokissinger & Associates Pc
Address
9 EAST BEAU STREET, WASHINGTON, PA 15301
Preparer
Gary a Kissinger CPA
Phone
7242281177
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The board, management, staff, and volunteers work to engage individuals and groups of the local disability community in sharing of common experiences as the basis of mutual support. Transitional paths to independent living accesses opportunities for people to work together as advocates for changing systems in our society so they can live more independently.

Form 990, Page 2, Part III, Line 4D

Pennsylvania initiative on assistive technology program - provides for the transfer of assistive technology to 258 people with disabilities who need that technology, includes serving as a local outreach office for the technology lending library and training to businesses, professionals, parents, and consumers on assistive technology. Transitional paths to independent living allows members opportunities to learn about critical issues facing the disability community, participate in educational and fun excursions, benefit from the internet cafe, and utilize the wellness gym to name a few of the choices.

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IRS990/MissionDesc0THE BOARD, MANAGEMENT, STAFF, AND VOLUNTEERS WORK TO ENGAGE INDIVIDUALS AND GROUPS OF THE LOCAL DISABILITY COMMUNITY IN SHARING OF COMMON EXPERIENCES AS THE BASIS OF MUTUAL SUPPORT. TRANSITIONAL PATHS TO INDEPENDENT LIVING ACCESSES OPPORTUNITIES FOR PEOPLE TO WORK TOGETHER AS ADVOCATES FOR CHANGING SYSTEMS IN OUR SOCIETY SO THEY CAN LIVE MORE INDEPENDENTLY.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0PENNSYLVANIA INITIATIVE ON ASSISTIVE TECHNOLOGY PROGRAM - PROVIDES FOR THE TRANSFER OF ASSISTIVE TECHNOLOGY TO 258 PEOPLE WITH DISABILITIES WHO NEED THAT TECHNOLOGY, INCLUDES SERVING AS A LOCAL OUTREACH OFFICE FOR THE TECHNOLOGY LENDING LIBRARY AND TRAINING TO BUSINESSES, PROFESSIONALS, PARENTS, AND CONSUMERS ON ASSISTIVE TECHNOLOGY. TRANSITIONAL PATHS TO INDEPENDENT LIVING ALLOWS MEMBERS OPPORTUNITIES TO LEARN ABOUT CRITICAL ISSUES FACING THE DISABILITY COMMUNITY, PARTICIPATE IN EDUCATIONAL AND FUN EXCURSIONS, BENEFIT FROM THE INTERNET CAFE, AND UTILIZE THE WELLNESS GYM TO NAME A FEW OF THE CHOICES.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.39$0.09$0.30$1.26$1.29$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.38$0.33$1.31$1.43$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.11$0.45$1.19$1.06$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.08$0.31$1.08$1.11$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.03$0.33$1.32$1.14$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.47$0.14$4.58$4.74$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.42$1.11$0.30$3.28$3.18$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.08$0.20$0.83$0.79$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.08$0.15$0.85$0.85$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.09$0.16$0.92$0.95$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.13$0.19$0.95$0.92$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.06$0.15$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.10$0.05$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.11$0.11$0.66