Civic Intelligence

Upward Transitions Therapeutic Horsemanship

EIN 45-1956036 • 501(c)3 • Helotes, TX

Profile

Therapy for disabled children and adults

19804 High Bluff RdHelotes, TX 78023

www.upward-transitions.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

89th percentile

67%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

91st percentile

94%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$14,013

Up $5,641 (+67%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$14,013

Up $5,641 (+67%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin64th percentile

Revenue

Up

$54,830

Up $26,530 (+94%) from 2020

Expenses

Up

$49,189

Up $11,989 (+32%) from 2020

Net Income

Up

$5,641

Up $14,541 (+163%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$80K$60K$40K$20K$0Assets 2012: $38,055Liabilities 2012: $133Net Assets 2012: $37,9222012Assets 2014: $72,612Liabilities 2014: $334Net Assets 2014: $72,2782014Assets 2015: $61,787Liabilities 2015: $02015Assets 2016: $42,488Liabilities 2016: $02016Assets 2017: $22,241Liabilities 2017: $0Net Assets 2017: $22,2412017Assets 2018: $8,181Liabilities 2018: $0Net Assets 2018: $8,1812018Assets 2019: $17,272Liabilities 2019: $0Net Assets 2019: $17,2722019Assets 2020: $8,372Liabilities 2020: $0Net Assets 2020: $8,3722020Assets 2021: $14,013Liabilities 2021: $0Net Assets 2021: $14,0132021

Highlighted filing

2021

Assets$14,013
Liabilities$0
Net Assets$14,013
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2012: $53,928Expenses 2012: $15,138Net Income 2012: $38,7902012Revenue 2014: $81,874Expenses 2014: $48,648Net Income 2014: $33,2262014Revenue 2015: $48,453Expenses 2015: $63,194Net Income 2015: -$14,7412015Revenue 2016: $41,184Expenses 2016: $60,483Net Income 2016: -$19,2992016Revenue 2017: $49,562Expenses 2017: $75,629Net Income 2017: -$26,0672017Revenue 2018: $62,152Expenses 2018: $76,212Net Income 2018: -$14,0602018Revenue 2019: $74,225Expenses 2019: $63,105Net Income 2019: $11,1202019Revenue 2020: $28,300Expenses 2020: $37,200Net Income 2020: -$8,9002020Revenue 2021: $54,830Expenses 2021: $49,189Net Income 2021: $5,6412021

Highlighted filing

2021

Revenue$54,830
Expenses$49,189
Net Income$5,641
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,013
Liabilities
$0
Net assets
$14,013
Revenue
$54,830
Expenses
$49,189
Net income
$5,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$54.8$49.2$5.64
2020Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$28.3$37.2$8.90
2019Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$74.2$63.1$11.1
2018Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$62.2$76.2$14.1
2017Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$49.6$75.6$26.1
2016Summary only. Only limited summary data is available for this year.$42.5$0.00$41.2$60.5$19.3
2015Summary only. Only limited summary data is available for this year.$61.8$0.00$48.5$63.2$14.7
2014Detailed filing. Detailed filing data is available for this year.$72.6$0.33$72.3$81.9$48.6$33.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$0.13$37.9$53.9$15.1$38.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 2, 2022
Return Version
2021v4.2
Gross Receipts
$54,830
Mission and Program Overview

Mission

Therapy for disabled children and adults

Program Services

DescriptionGrantsExpenses
Served 105 special needs riders for a total of 2802 hours of therapy to improve horsemanship, inc balance, muscle strength, range of motion, sensormotor integration, confidence$23,000$49,189
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise RedingProgram DirectorPT$0--
Brian KastnerTreasurerPT$0--
Claire WoodBoard MemberPT$0--
Nati Litz-SanchezBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Upward Transitions Therapeutic Horsemanship
EIN
45-1956036
Address
19804 High Bluff Rd, Helotes, TX 78023

Signing Officer

Name
Denise Reding
Title
Program Directo
Phone
2108671188
Signed
2022-06-02
Discuss with paid preparer
No

Preparer

Firm
Muncey and Associates LLC
Address
6113 Talavera Court, Alexandria, VA 22310
Preparer
Matt Muncey
Phone
3037268646
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountPPP Loan Forgiveness 4,915”

Description of other expenses Part I line 16

“Description AmountPayroll taxes 4,873Misc Expenses 17Insurance 1,098Computer expenses 77Bank Fees 270”

Raw XML Appendix154 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02108671188
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0957 Deer Forest
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pipe Creek
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078063
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014013
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt08372
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014013
IRS990EZ/GrossReceiptsAmt054830
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08372
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014013
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08372
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Denise Reding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Kastner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Claire Wood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nati Litz-Sanchez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Program Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06335
IRS990EZ/OtherRevenueTotalAmt04915
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Therapy for disabled children and adults
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Served 105 special needs riders for a total of 2802 hours of therapy to improve horsemanship, inc balance, muscle strength, range of motion, sensormotor integration, confidence
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049189
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019025
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049189
IRS990EZ/TotalProgramServiceExpensesAmt049189
IRS990EZ/TotalRevenueAmt054830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upward-transitions.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0190185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt033892
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0224077
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049915
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049915
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031520
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0224077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPPP Loan Forgiveness 4,915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPayroll taxes 4,873Misc Expenses 17Insurance 1,098Computer expenses 77Bank Fees 270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Denise Reding
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Program Directo
ReturnHeader/BusinessOfficerGrp/PhoneNum02108671188
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upward Transitions Therapeutic Horsemanship
ReturnHeader/Filer/BusinessNameControlTxt0UPWA
ReturnHeader/Filer/EIN0451956036
ReturnHeader/Filer/USAddress/AddressLine1Txt019804 High Bluff Rd
ReturnHeader/Filer/USAddress/CityNm0Helotes
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ReturnHeader/Filer/USAddress/ZIPCd078023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0414333151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Muncey and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06113 Talavera Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alexandria
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ReturnHeader/PreparerPersonGrp/PhoneNum03037268646
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matt Muncey
ReturnHeader/ReturnTs02022-06-02T20:09:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Denise
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Reding
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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