Civic Intelligence

Epic Transitions

EIN 27-5103710 • 501(c)3 • Woodside, CA

Profile

To provide emerging adults with a trekking experience, in an intercultural setting, which promotes self-awareness and discovery of unique talents and gifts and how best to apply them to planning personal, educational, and professional goals.

2995 Woodside Road 400Woodside, CA 94062

www.epictransitions.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-74%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$34,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-45%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$19,819

Down $10,896 (-35%) from 2023

Liabilities

Down

$54

Down $1,415 (-96%) from 2023

Net Assets

Down

$19,765

Down $9,481 (-32%) from 2023

Revenue

Up

$82,917

Up $9,274 (+13%) from 2023

Expenses

Down

$92,398

Down $20,577 (-18%) from 2023

Net Income

Up

-$9,481

Up $29,851 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $76,926Liabilities 2013: $3,395Net Assets 2013: $73,5312013Assets 2014: $114,868Liabilities 2014: $2,514Net Assets 2014: $112,3542014Assets 2015: $91,390Liabilities 2015: $3,252Net Assets 2015: $88,1382015Assets 2016: $46,611Liabilities 2016: $14,575Net Assets 2016: $32,0362016Assets 2017: $16,894Liabilities 2017: $2,337Net Assets 2017: $14,5572017Assets 2018: $19,299Liabilities 2018: $3,226Net Assets 2018: $16,0732018Assets 2019: $8,525Liabilities 2019: $3,400Net Assets 2019: $5,1252019Assets 2020: $74,754Liabilities 2020: $11,562Net Assets 2020: $63,1922020Assets 2021: $130,565Liabilities 2021: $9,593Net Assets 2021: $120,9722021Assets 2022: $71,562Liabilities 2022: $2,984Net Assets 2022: $68,5782022Assets 2023: $30,715Liabilities 2023: $1,469Net Assets 2023: $29,2462023Assets 2024: $19,819Liabilities 2024: $54Net Assets 2024: $19,7652024

Highlighted filing

2024

Assets$19,819
Liabilities$54
Net Assets$19,765

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2013: $17,018Expenses 2013: $98,020Net Income 2013: -$81,0022013Revenue 2014: $161,957Expenses 2014: $123,134Net Income 2014: $38,8232014Revenue 2015: $101,805Expenses 2015: $126,021Net Income 2015: -$24,2162015Revenue 2016: $108,845Expenses 2016: $164,947Net Income 2016: -$56,1022016Revenue 2017: $121,979Expenses 2017: $139,458Net Income 2017: -$17,4792017Revenue 2018: $131,741Expenses 2018: $130,225Net Income 2018: $1,5162018Revenue 2019: $110,277Expenses 2019: $121,225Net Income 2019: -$10,9482019Revenue 2020: $111,342Expenses 2020: $53,275Net Income 2020: $58,0672020Revenue 2021: $101,497Expenses 2021: $43,717Net Income 2021: $57,7802021Revenue 2022: $70,698Expenses 2022: $123,092Net Income 2022: -$52,3942022Revenue 2023: $73,643Expenses 2023: $112,975Net Income 2023: -$39,3322023Revenue 2024: $82,917Expenses 2024: $92,398Net Income 2024: -$9,4812024

Highlighted filing

2024

Revenue$82,917
Expenses$92,398
Net Income-$9,481

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 26, 2025
Return Version
2024v5.0
Gross Receipts
$82,917
Mission and Program Overview

Mission

To provide emerging adults with a trekking experience, in an intercultural setting, which promotes self-awareness and discovery of unique talents and gifts and how best to apply them to planning personal, educational, and professional goals.

Program Services

DescriptionGrantsExpenses
1) FURTHER DEVELOPED AND REFINED ORGANIZATIONAL PLAN.2) DID STRATEGIC BUSINESS PLANNING, INCLUDING FUNDRAISING.3) IMPLEMENTED TREK CURRICULUM AND FACILITATION AND MAINTAINED WEBSITE.$0$92,398
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW BRYANCo-PresidentPT$22,000-$22,000
LESLIE JOHNSONCo-PresidentPT$0--
KATHY WELLSCFO-$0--
RUTH YORKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Epic Transitions
EIN
27-5103710
Phone
6505333357
Address
2995 WOODSIDE ROAD 400, WOODSIDE, CA 94062

Signing Officer

Name
Leslie Johnson
Title
Co-president
Phone
6505333357
Signed
2025-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Sj Wiggins Company Pc
Address
671 OAK GROVE AVENUE SUITE F, MENLO PARK, CA 94025
Preparer
S Joanne Wiggins-barros
Phone
6505414640
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising and promotion. Amount: 642. Description: bank fees. Amount: 1,065. Description: information technology. Amount: 1,664. Description: insurance. Amount: 4,714. Description: license & permits. Amount: 50. Description: memberships & dues. Amount: 400. Description: office expenses. Amount: 4,039. Description: travel. Amount: 44,443. Description: payroll tax. Amount: 1,891. Total to form 990-ez, line 16: 58,908.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: p/r liabilities. Beg. Of year amount: 1,469. End of year amount: 54.

Raw XML Appendix175 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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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EMERGING ADULTS WITH A TREKKING EXPERIENCE, IN AN INTERCULTURAL SETTING, WHICH PROMOTES SELF-AWARENESS AND DISCOVERY OF UNIQUE TALENTS AND GIFTS AND HOW BEST TO APPLY THEM TO PLANNING PERSONAL, EDUCATIONAL, AND PROFESSIONAL GOALS.
IRS990EZ/PrintingPublicationsPostageAmt0674
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 642. DESCRIPTION: BANK FEES. AMOUNT: 1,065. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,664. DESCRIPTION: INSURANCE. AMOUNT: 4,714. DESCRIPTION: LICENSE & PERMITS. AMOUNT: 50. DESCRIPTION: MEMBERSHIPS & DUES. AMOUNT: 400. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 4,039. DESCRIPTION: TRAVEL. AMOUNT: 44,443. DESCRIPTION: PAYROLL TAX. AMOUNT: 1,891. TOTAL TO FORM 990-EZ, LINE 16: 58,908.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06505333357
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-26
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-17
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ReturnHeader/ReturnTs02025-02-26T11:14:29-06:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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