Civic Intelligence

Care Transitions Inc.

990 • Fiscal year 2019 • EIN 46-5428185

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 07, 2020

2830 S Redwood Road Suite AWest Valley City, UT 84119

(801) 745-2348

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

96th percentile

$379,365

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 86.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-15%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,853,039

Up $322,809 (+21%) from 2018

Net Assets

Up

$1,853,039

Up $322,809 (+21%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$437,750

Down $77,344 (-15%) from 2018

Expenses

Down

$114,941

Down $28,016 (-20%) from 2018

Net Income

Down

$322,809

Down $49,328 (-13%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,750,989Liabilities 2014: $0Net Assets 2014: $1,750,9892014Assets 2015: $1,996,749Liabilities 2015: $0Net Assets 2015: $1,996,7492015Assets 2016: $1,804,617Liabilities 2016: $0Net Assets 2016: $1,804,6172016Assets 2017: $1,558,097Liabilities 2017: $0Net Assets 2017: $1,558,0972017Assets 2018: $1,530,230Liabilities 2018: $0Net Assets 2018: $1,530,2302018Assets 2019: $1,853,039Liabilities 2019: $0Net Assets 2019: $1,853,0392019Assets 2020: $1,886,776Liabilities 2020: $0Net Assets 2020: $1,886,7762020Assets 2021: $1,911,174Liabilities 2021: $0Net Assets 2021: $1,911,1742021Assets 2022: $1,767,173Liabilities 2022: $0Net Assets 2022: $1,767,1732022Assets 2023: $1,668,205Liabilities 2023: $0Net Assets 2023: $1,668,2052023Assets 2024: $1,576,887Liabilities 2024: $0Net Assets 2024: $1,576,8872024

Highlighted filing

2019

Assets$1,853,039
Liabilities$0
Net Assets$1,853,039

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $192,900Expenses 2014: $241,911Net Income 2014: -$49,0112014Revenue 2015: $368,236Expenses 2015: $122,476Net Income 2015: $245,7602015Revenue 2016: $428,283Expenses 2016: $120,415Net Income 2016: $307,8682016Revenue 2017: $335,277Expenses 2017: $131,797Net Income 2017: $203,4802017Revenue 2018: $515,094Expenses 2018: $142,957Net Income 2018: $372,1372018Revenue 2019: $437,750Expenses 2019: $114,941Net Income 2019: $322,8092019Revenue 2020: $437,749Expenses 2020: $104,012Net Income 2020: $333,7372020Revenue 2021: $437,749Expenses 2021: $113,351Net Income 2021: $324,3982021Revenue 2022: $383,715Expenses 2022: $127,716Net Income 2022: $255,9992022Revenue 2023: $491,783Expenses 2023: $140,751Net Income 2023: $351,0322023Revenue 2024: $437,749Expenses 2024: $129,067Net Income 2024: $308,6822024

Highlighted filing

2019

Revenue$437,750
Expenses$114,941
Net Income$322,809
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 7, 2020
Return Version
2019v5.0
Gross Receipts
$437,750
Mission and Program Overview

Mission

The organization is operating exclusively for charitable, scientific, literary or educational purposes, all within the meaning of section 501(c)(3) of the internal revenue code. See part iii, line 4a for additional information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$1,400,000$1,400,000→ $0
Land, Buildings, and Equipment, Net$1,140,159$1,088,818▼ $51,341
Cash and Non-Interest-Bearing Accounts$149,583$523,733▲ $374,150
Rtn Earn Endowment Incm Other Fnds$130,230$453,039▲ $322,809
Accounts Receivable$162,098$162,098→ $0
Intangible Assets$78,390$78,390→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,530,230$1,853,039▲ $322,809
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,530,230$1,853,039▲ $322,809
Total Liabilities and Net Assets / Fund Balance$1,530,230$1,853,039▲ $322,809

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$805,325$136,905-
Other Land Buildings$91,352$324,977-
Land$43,560--
Equipment$18,718$11,636-
Leasehold Improvements$129,863$188,706-
Compensation and Service Providers

Employees

NameTitleOtherTotal
Brian MurraySec/treasurer$122,934$122,934

Board Members and Trustees

NameTitle
Gary KelsoChair
Mark F DalleyVice Chair
Brent JonesBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$324,204
Investment Income
$0
Other Revenue
$113,546
Change in Net Assets
$322,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,941
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$112,300--$112,300
Fees for Services Accounting$1,618--$1,618
Travel$1,023--$1,023
Total Functional Expenses$114,941$0$0$114,941
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is distributed to each board member prior to release. The board members review the form. The form is either discussed at the next board meeting, if before the filing date, or the board members send their questions and comments to the president. After the form 990 is finalized, the board members receive a copy of the finalized return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The board members and officers are covered under the policy on conflicts of interest and disclosure of certain interests. They are required each year to complete a disclosure form identifying any relationships, positions or circumstances in which they may be involved that might contribute to a conflict of interest arising. The organization regularly monitors and assures compliance. Any persons with a conflict are prohibited from making any decisions related to the conflict.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The organization does not pay compensation to officers or directors and has no employees.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The governing documents, policies and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Care Transitions Inc
EIN
46-5428185
Phone
8017452348
Address
2830 S REDWOOD ROAD SUITE A, WEST VALLEY CITY, UT 84119

Signing Officer

Name
Gary M Kelso
Title
Chair
Signed
2020-10-07
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Ross & Workman LLC
Address
9607 S Willow Trail Way, South Jordan, UT 84095
Preparer
Steven L Ross
Phone
8012549781
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER PRIOR TO RELEASE. THE BOARD MEMBERS REVIEW THE FORM. THE FORM IS EITHER DISCUSSED AT THE NEXT BOARD MEETING, IF BEFORE THE FILING DATE, OR THE BOARD MEMBERS SEND THEIR QUESTIONS AND COMMENTS TO THE PRESIDENT. AFTER THE FORM 990 IS FINALIZED, THE BOARD MEMBERS RECEIVE A COPY OF THE FINALIZED RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS AND OFFICERS ARE COVERED UNDER THE POLICY ON CONFLICTS OF INTEREST AND DISCLOSURE OF CERTAIN INTERESTS. THEY ARE REQUIRED EACH YEAR TO COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THEY MAY BE INVOLVED THAT MIGHT CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. THE ORGANIZATION REGULARLY MONITORS AND ASSURES COMPLIANCE. ANY PERSONS WITH A CONFLICT ARE PROHIBITED FROM MAKING ANY DECISIONS RELATED TO THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT PAY COMPENSATION TO OFFICERS OR DIRECTORS AND HAS NO EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HOSPITAL/BODY CORPORATE & POLITIC OF UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE FOR NEEDS OF ELDERLY/CARE FACILS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WEST VALLEY CITY
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PER AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1PER LEASE
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