Civic Intelligence

Michigan Transition Services Assoc

990 • Fiscal year 2021 • EIN 38-3491210

Sep 01, 2020 to Aug 31, 2021 • Filed on Mar 18, 2022

2170 Guernsey DrCharlotte, MI 48813

(616) 738-8944

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.6%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

416%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$269,834

Down $12,941 (-4.6%) from 2020

Net Assets

Down

$269,834

Down $12,941 (-4.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$61,649

Up $49,697 (+416%) from 2020

Expenses

Up

$75,134

Up $10,859 (+17%) from 2020

Net Income

Up

-$13,485

Up $38,838 (+74%) from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $218,470Liabilities 2010: $0Net Assets 2010: $218,4702010Assets 2011: $267,135Liabilities 2011: $0Net Assets 2011: $267,1352011Assets 2012: $315,894Liabilities 2012: $0Net Assets 2012: $315,8942012Assets 2013: $351,098Liabilities 2013: $0Net Assets 2013: $351,0982013Assets 2014: $345,532Liabilities 2014: $0Net Assets 2014: $345,5322014Assets 2015: $302,263Liabilities 2015: $0Net Assets 2015: $302,2632015Assets 2016: $233,823Liabilities 2016: $0Net Assets 2016: $233,8232016Assets 2017: $239,177Liabilities 2017: $0Net Assets 2017: $239,1772017Assets 2018: $272,968Liabilities 2018: $0Net Assets 2018: $272,9682018Assets 2019: $334,953Liabilities 2019: $0Net Assets 2019: $334,9532019Assets 2020: $282,775Liabilities 2020: $0Net Assets 2020: $282,7752020Assets 2021: $269,834Liabilities 2021: $0Net Assets 2021: $269,8342021Assets 2022: $235,325Liabilities 2022: $0Net Assets 2022: $235,3252022Assets 2023: $304,438Liabilities 2023: $0Net Assets 2023: $304,4382023Assets 2024: $373,001Liabilities 2024: $0Net Assets 2024: $373,0012024

Highlighted filing

2021

Assets$269,834
Liabilities$0
Net Assets$269,834

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $174,823Expenses 2010: $91,852Net Income 2010: $82,9712010Revenue 2011: $137,899Expenses 2011: $89,234Net Income 2011: $48,6652011Revenue 2012: $138,650Expenses 2012: $89,891Net Income 2012: $48,7592012Revenue 2013: $147,299Expenses 2013: $109,807Net Income 2013: $37,4922013Revenue 2014: $129,827Expenses 2014: $135,393Net Income 2014: -$5,5662014Revenue 2015: $152,855Expenses 2015: $195,479Net Income 2015: -$42,6242015Revenue 2016: $158,069Expenses 2016: $226,509Net Income 2016: -$68,4402016Revenue 2017: $194,689Expenses 2017: $189,335Net Income 2017: $5,3542017Revenue 2018: $180,114Expenses 2018: $146,323Net Income 2018: $33,7912018Revenue 2019: $226,356Expenses 2019: $165,853Net Income 2019: $60,5032019Revenue 2020: $11,952Expenses 2020: $64,275Net Income 2020: -$52,3232020Revenue 2021: $61,649Expenses 2021: $75,134Net Income 2021: -$13,4852021Revenue 2022: $22,205Expenses 2022: $59,803Net Income 2022: -$37,5982022Revenue 2023: $144,235Expenses 2023: $110,471Net Income 2023: $33,7642023Revenue 2024: $132,376Expenses 2024: $111,988Net Income 2024: $20,3882024

Highlighted filing

2021

Revenue$61,649
Expenses$75,134
Net Income-$13,485
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Mar 18, 2022
Return Version
2020v4.2
Gross Receipts
$61,649
Mission and Program Overview

Mission

To provide support to members who assist students and young adults with disabilities as they transition through school to achieve their post-school goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$281,900$269,834▼ $12,066
Rtn Earn Endowment Incm Other Fnds$282,775$269,834▼ $12,941
Accounts Receivable$875--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$282,775$269,834▼ $12,941
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$282,775$269,834▼ $12,941
Total Liabilities and Net Assets / Fund Balance$282,775$269,834▼ $12,941
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shannon DeloraPast President
Staci AndersonPresident
Eileen BrandtPresident - Elect
Cheryl BrownDirector
Janet WecksteinDirector
Jennifer HirstDirector
Joetta CherryDirector
John KirshDirector
Kelly RogersDirector
Maria PeakDirector
Michelle RutanDirector
Mitch WheatcraftDirector
Pat LoveDirector
Patricia JonesDirector
Shannon McvoyDirector
Sue DelsiDirector
Sue RootRegion 1 Rep
Jessica SimonRegion 2 Co-rep
Michelle BashoreRegion 2 Co-rep
Melanie LenartRegion 4 Rep
Timothy VallierRegion 5 Rep
Michelle AllisonSecretary
Kristi JanvrinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,513
Program Service Revenue
$57,073
Investment Income
$63
Other Revenue
$0
All Other Contributions
$1,313
Change in Net Assets
$-13,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,245
Grants and Similar Amounts Paid$26,889
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,889--$24,889
Conferences and Meetings$18,513--$18,513
Travel-$7,653-$7,653
Fees for Services Accounting-$5,780-$5,780
Grants to Domestic Individuals$2,000--$2,000
All Other Expenses-$1,966-$1,966
Insurance-$1,600-$1,600
Office Expenses-$1,434-$1,434
Other Expenses-$1,005-$1,005
Total Functional Expenses$45,402$29,732$0$75,134
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, Part VI, Section B, Line 11B

The form 990 is reviewed first by our executive board and then our financial audit committee.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Michigan Transition Services
EIN
38-3491210
Phone
6167388944
Address
2170 GUERNSEY DR, CHARLOTTE, MI 48813

Signing Officer

Name
Shannon Delora
Title
Past President
Phone
6167388944
Signed
2022-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Delora
Formed
1999
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
23

Preparer

Firm
Rehmann Robson LLC
Address
570 SEMINOLE RD STE 200, MUSKEGON, MI 49444
Preparer
Jeffrey E Hert CPA
Phone
2317399441
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT - ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18REGION 5 REP
IRS990/Form990PartVIISectionAGrp/TitleTxt19REGION 4 REP
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03200
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT TO MEMBERS WHO ASSIST STUDENTS AND YOUNG ADULTS WITH DISABILITIES AS THEY TRANSITION THROUGH SCHOOL TO ACHIEVE THEIR POST-SCHOOL GOALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0282775
IRS990/NetAssetsOrFundBalancesEOYAmt0269834
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01434
IRS990/OfficeExpensesGrp/TotalAmt01434
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RENTAL FEE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2MEALS
IRS990/OtherExpensesGrp/Desc3WEBSITE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13390
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21705
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31005
IRS990/OtherExpensesGrp/TotalAmt05199
IRS990/OtherExpensesGrp/TotalAmt13390
IRS990/OtherExpensesGrp/TotalAmt21705
IRS990/OtherExpensesGrp/TotalAmt31005
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHANNON DELORA
IRS990/PriorPeriodAdjustmentsAmt0544
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REVENUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt057073
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt057073
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED MINI-GRANTS TO VARIOUS SCHOOLS IN MICHIGAN IN SUPPORT OF INFORMATION AND WORKSHOPS TO MEMBERS, STUDENTS IN TRANSITION, PARENTS AND OTHERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024889
IRS990/ProgSrvcAccomActy2Grp/GrantAmt024889
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS TO THREE COLLEGE STUDENTS ENROLLED IN SPECIAL EDUCATION OR REHABILITATION IN THEIR THIRD YEAR OR LATER OF POST-SECONDARY EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04517
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt020631
IRS990/PYInvestmentIncomeAmt0149
IRS990/PYOtherExpensesAmt043644
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07286
IRS990/PYRevenuesLessExpensesAmt0-52323
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt064275
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011952
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-13485
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt057073
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0282775
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0269834
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0108990
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0149
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0208
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07286
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0176974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0149026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0164576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0554935
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0149
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0162
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0696
IRS990ScheduleA/InvestmentIncomeCYPct00.00100
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99140
IRS990ScheduleA/PublicSupportPY509Pct00.99230
IRS990ScheduleA/PublicSupportTotal509Amt0658925
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt05000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0216194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0179906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0194576
IRS990ScheduleA/Total509Grp/TotalAmt0663925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0216356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0180114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0194689
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0664621
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED FIRST BY OUR EXECUTIVE BOARD AND THEN OUR FINANCIAL AUDIT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$1.32$1.12$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$1.44$1.10$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.22$0.60$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.62$0.75$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.12$0.64$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$2.26$1.66$0.61
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.80$1.46$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$1.95$1.89$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$1.58$2.27$0.68
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$1.53$1.95$0.43
2014Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.30$1.35$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.51$0.00$3.51$1.47$1.10$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$1.39$0.90$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$1.38$0.89$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.00$2.18$1.75$0.92$0.83