Civic Intelligence

Epic Transitions

990EZ • Fiscal year 2022 • EIN 27-5103710

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

2995 Woodside Road 400Woodside, CA 94062

(650) 533-3357

Siviq Scores

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

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

8th percentile

-74%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

91st percentile

$46,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 65.1% of source-year revenue.

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

Asset Growth

11th percentile

-45%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Down

$71,562

Down $59,003 (-45%) from 2021

Net Assets

Down

$68,578

Down $52,394 (-43%) from 2021

Liabilities

Down

$2,984

Down $6,609 (-69%) from 2021

Revenue

Down

$70,698

Down $30,799 (-30%) from 2021

Expenses

Up

$123,092

Up $79,375 (+182%) from 2021

Net Income

Down

-$52,394

Down $110,174 (-191%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$71,562
Liabilities$2,984
Net Assets$68,578

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$70,698
Expenses$123,092
Net Income-$52,394
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$70,698
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.4) PLANNED AND COORDINATED 3 TREKS FOR 2021, ALL WERE CANCELLED DUE TO COVID-19 PANDEMIC.-$123,092
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW BRYANCo-PresidentPT$46,000-$46,000
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
Signed
2023-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Falberg & Falberg Cpas
Address
3375 SCOTT BLVD STE 332, SANTA CLARA, CA 95054
Preparer
Roger H Falberg
Phone
4089808300
Supplemental Narrative

Additional Explanations

Other Revenue.1

PPP FORGIVEN DEBT $8510

Other Expenses.1001

Advertising and Promotion $3023

Other Expenses.1002

Office Expenses $592

Other Expenses.1003

Information Technology $3072

Other Expenses.1005

Travel $599

Other Expenses.1012

Insurance $900

Other Expenses.1

TREK TRAVEL $38887

Other Expenses.2

TREK INSURANCE $3660

Other Expenses.3

Reference materials $1020

Other Expenses.6

MEMBERSHIPS & DUES $640

Other Expenses.7

TREK INTL TRANSaction FEES $575

Other Expenses.8

BANK FEES $487

Other Expenses.9

TREK SUPPLIES $320

Other Expenses.10

PAYROLL SERVICES $293

Other Expenses.11

LICENSES & PERMITS $86

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $119

Total Liabilities.1

P/R LIABILITIES - Beginning $1083 P/R LIABILITIES - Ending $2865

Total Liabilities.2

PPP LOAN - Beginning $8510 PPP LOAN - Ending $0

Raw XML Appendix196 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054154
IRS990EZ/OtherRevenueTotalAmt08510
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/PrintingPublicationsPostageAmt01499
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0123092
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt049962
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.epictransitions.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt090977
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0131720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0506475
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08510
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08510
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98340
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0110275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131720
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090977
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0110275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0131741
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0515023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PPP FORGIVEN DEBT $8510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $3023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $3072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TREK TRAVEL $38887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TREK INSURANCE $3660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REFERENCE MATERIALS $1020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIPS & DUES $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TREK INTL TRANSaction FEES $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES $487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TREK SUPPLIES $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PAYROLL SERVICES $293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14LICENSES & PERMITS $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16P/R LIABILITIES - Beginning $1083 P/R LIABILITIES - Ending $2865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PPP LOAN - Beginning $8510 PPP LOAN - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EPIC TRANSITIONS
ReturnHeader/Filer/BusinessNameControlTxt0EPIC
ReturnHeader/Filer/EIN0275103710
ReturnHeader/Filer/PhoneNum06505333357
ReturnHeader/Filer/USAddress/AddressLine1Txt02995 WOODSIDE ROAD 400
ReturnHeader/Filer/USAddress/CityNm0WOODSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822792072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FALBERG & FALBERG CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03375 SCOTT BLVD STE 332
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CLARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095054
ReturnHeader/PreparerPersonGrp/PhoneNum04089808300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER H FALBERG
ReturnHeader/ReturnTs02023-05-01T10:52:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings