Civic Intelligence

Upward Transitions Inc.

990 • Fiscal year 2014 • EIN 73-0590277

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 11, 2015

Organization ProfileWWW.UPWARDTRANSITIONS.ORG

View Organization Page

1134 W Main St73106

(405) 232-5507

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

31st percentile

0.04x

Higher debt load relative to revenue than 31% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

29th percentile

-3.9%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$63,200

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

29th percentile

-2.7%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-8.1%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,730,400

Down $48,929 (-2.7%) from 2013

Net Assets

Down

$1,698,323

Down $32,373 (-1.9%) from 2013

Liabilities

Down

$32,077

Down $16,556 (-34%) from 2013

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin29th percentile

Revenue

$820,014

No earlier filing loaded for comparison.

Expenses

Up

$852,387

Up $154,573 (+22%) from 2013

Net Income

-$32,373

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $971,862Liabilities 2011: $88,457Net Assets 2011: $883,4052011Assets 2012: $1,036,426Liabilities 2012: $84,770Net Assets 2012: $951,6562012Assets 2013: $1,779,329Liabilities 2013: $48,633Net Assets 2013: $1,730,6962013Assets 2014: $1,730,400Liabilities 2014: $32,077Net Assets 2014: $1,698,3232014Assets 2015: $1,761,430Liabilities 2015: $13,135Net Assets 2015: $1,748,2952015Assets 2016: $1,665,371Liabilities 2016: $7,604Net Assets 2016: $1,657,7672016Assets 2017: $1,708,664Liabilities 2017: $24,885Net Assets 2017: $1,683,7792017Assets 2018: $1,684,128Liabilities 2018: $41,879Net Assets 2018: $1,642,2492018Assets 2019: $1,576,993Liabilities 2019: $35,935Net Assets 2019: $1,541,0582019Assets 2020: $1,645,370Liabilities 2020: $130,055Net Assets 2020: $1,515,3152020Assets 2021: $1,733,048Liabilities 2021: $71,198Net Assets 2021: $1,661,8502021Assets 2022: $1,772,568Liabilities 2022: $29,904Net Assets 2022: $1,742,6642022Assets 2023: $2,057,555Liabilities 2023: $31,150Net Assets 2023: $2,026,4052023Assets 2024: $1,927,847Liabilities 2024: $24,841Net Assets 2024: $1,903,0062024Assets 2025: $1,948,632Liabilities 2025: $23,100Net Assets 2025: $1,925,5322025

Highlighted filing

2014

Assets$1,730,400
Liabilities$32,077
Net Assets$1,698,323
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $869,9252011Revenue 2012: $970,530Expenses 2012: $902,279Net Income 2012: $68,2512012Expenses 2013: $697,8142013Revenue 2014: $820,014Expenses 2014: $852,387Net Income 2014: -$32,3732014Revenue 2015: $1,128,292Expenses 2015: $1,078,320Net Income 2015: $49,9722015Revenue 2016: $932,171Expenses 2016: $1,022,079Net Income 2016: -$89,9082016Revenue 2017: $972,697Expenses 2017: $947,743Net Income 2017: $24,9542017Revenue 2018: $769,939Expenses 2018: $821,420Net Income 2018: -$51,4812018Revenue 2019: $816,045Expenses 2019: $808,037Net Income 2019: $8,0082019Revenue 2020: $930,978Expenses 2020: $961,583Net Income 2020: -$30,6052020Revenue 2021: $1,353,098Expenses 2021: $1,294,447Net Income 2021: $58,6512021Revenue 2022: $1,296,375Expenses 2022: $1,213,327Net Income 2022: $83,0482022Revenue 2023: $1,588,282Expenses 2023: $1,304,999Net Income 2023: $283,2832023Revenue 2024: $1,171,005Expenses 2024: $1,295,352Net Income 2024: -$124,3472024Revenue 2025: $1,159,752Expenses 2025: $1,138,292Net Income 2025: $21,4602025

Highlighted filing

2014

Revenue$820,014
Expenses$852,387
Net Income-$32,373
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$863,114
Mission and Program Overview

Mission

The agency fulfilled this mission by providing a hand up to 4,139 such persons in the okc metro area. Those helped included families and individuals receiving case management, transportation assistance, rent and utility assistance, emergency travel assistance due to domestic violence and human trafficking, and replacement/retrieval of legal documents like birth certificates and driver licenses needed for employment, housing, and public assistance. These forms of help made it possible for referred clients who are homeless or on the verge of becoming so to complete the programs of referral agencies and obtain and/or preserve their place called home. Our goal is to not only place them on a path to self-sufficiency but to place them on a path to sustainable self-sufficiency.

Provide case management, advocacy, linkage and referral to the homeless and needy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$922,002$911,809▼ $10,193
Pledges and Grants Receivable$362,000$362,000→ $0
Savings and Temporary Cash Investments$204,750$209,887▲ $5,137
Cash and Non-Interest-Bearing Accounts$255,217$175,622▼ $79,595
Accounts Receivable$24,130$60,261▲ $36,131
Investments Other Securities$8,274$8,274→ $0
Prepaid Expenses and Deferred Charges$2,956$2,547▼ $409
Total Assets$1,779,329$1,730,400▼ $48,929
Liabilities
Accounts Payable and Accrued Expenses$46,488$29,932▼ $16,556
Other Liabilities$2,145$2,145→ $0
Total Liabilities$48,633$32,077▼ $16,556
Net Assets / Fund Balance
Unrestricted Net Assets$1,308,191$1,290,461▼ $17,730
Temporarily Rstr Net Assets$414,231$399,588▼ $14,643
Permanently Rstr Net Assets$8,274$8,274→ $0
Total Net Assets Fund Balance$1,730,696$1,698,323▼ $32,373
Total Liabilities and Net Assets / Fund Balance$1,779,329$1,730,400▼ $48,929

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$714,823$68,885$783,708
Land$156,846-$156,846
Equipment$40,140$19,422$59,562

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$8,274---$8,274
2012$8,274---$8,274
2011$8,274---$8,274
2010$8,274---$8,274
2009$7,718-▲ $1,032-$8,274
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dana Hope ChismExec. DirectorFT$63,200$63,200

Board Members and Trustees

NameTitle
Lisa LeesPast President
Tim DowdPresident
Steve GrigsbyVice President
Wayne BarbourVice President
Becky RobertsonBoard Member
Bill HoehnBoard Member
Debbie Naifeh EngelBoard Member
Desjean JonesBoard Member
Jay ThomasBoard Member
Jerry DavisBoard Member
John SchenbergBoard Member
Nancy HydeBoard Member
Nazette Zuhdi CleaverBoard Member
Sharon RippetoeBoard Member
Shasta ManuelBoard Member
Beth BurkeSecretary
Matt HarpTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$709,226
Program Service Revenue
$14,587
Investment Income
$9,583
Other Revenue
$86,618
All Other Contributions
$89,751
Change in Net Assets
$-32,373

Audited Revenue Reconciliation

Revenue per Audited Statements
$808,496
Revenue Not Reported on Financial Statements
$11,518
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$11,518
Total Revenue per Audited Statements
$808,496
Total Revenue per Form 990
$820,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$438,432
Grants and Similar Amounts Paid$269,259
Other Expenses$144,696
Total Fundraising Expense$9,028
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$254,095$47,408-$301,503
Grants to Domestic Individuals$269,259--$269,259
Current Officers, Directors, Trustees, and Key Employees$34,085$24,439$5,788$64,312
Other Employee Benefits$40,832$3,032$535$44,399
Depreciation Depletion$24,287$4,877$861$30,025
Payroll Taxes$22,164$5,146$908$28,218
Fees for Services Accounting$18,948$2,920-$21,868
Insurance$13,535$1,272$225$15,032
Conferences and Meetings$7,340$1,690-$9,030
Occupancy$7,785$1,029$182$8,996
All Other Expenses$7,134$1,273$39$8,446
Office Expenses$7,050$722$127$7,899
Other Expenses$4,979$795$193$5,774
Travel$3,611$528$93$4,232
Advertising$3,200$439$77$3,716
Payments to Affiliates$1,475--$1,475
Total Functional Expenses$744,118$99,241$9,028$852,387

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$852,387
Expenses per Audited Statements$840,869
Total Expenses per Audited Statements$840,869
Expenses Not Reported on Financial Statements$11,518
Other Expense Adjustments$11,518
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,046
Fundraising Direct Expenses$27,428
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$95,668$95,668$19,727$75,941
Event 1$13,381$13,381-$13,381
Total Events$114,046$114,046$27,428$86,618
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Custodial Funds$2,145
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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 11

“The finance committee reviews the form and the treasurer will sign the form. A copy will be made available to the complete board upon request.”

Form 990, Part VI, Section C, Line 19

“All governing documents are available upon request.”

Filing and Contact Details

Filer

EIN
73-0590277
Phone
4052325507

Signing Officer

Name
Dana Hope Chism
Title
Executive Director
Phone
4052325507
Signed
2015-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Hope Chism
Formed
1927
Legal Domicile
Ok
Voting Board Members
18
Independent Board Members
18
Employees
11
Volunteers
125

Preparer

Preparer
Dennis D Galyon
Phone
4055284000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“There have been no changes from the prior year in the processes of the finance committee for the oversight of the organization's monthly compilations or audit.”

Financial Statement Notes

PART X, LINE 2:

“Upward transitions is a not-for-profit corporation under section 501(c)(3) of the internal revenue code (the code) and is exempt from federal and state income taxes on related income pursuant to section 501(a) of the code. Upward transitions could be subject to taxation if it generates income unrelated to its exempt purpose, pursuant to the code. Management believes it is no longer subject to income tax examinations for years prior to 2011.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Directly related revenue-advance funds collected 10,019. Fundraising expenses 1,499.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Directly related revenue-advance funds collected 10,019. Fundraising expenses 1,499.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC. DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01927
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt027428
IRS990/FundraisingGrossIncomeAmt0114046
IRS990/GainOrLossGrp/OtherAmt09328
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0257475
IRS990/GrantAmt0269259
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0269259
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0269259
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt025000
IRS990/GrossReceiptsAmt0863114
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0225
IRS990/InsuranceGrp/ManagementAndGeneralAmt01272
IRS990/InsuranceGrp/ProgramServicesAmt013535
IRS990/InsuranceGrp/TotalAmt015032
IRS990/InvestmentIncomeGrp/ExclusionAmt0255
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0255
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08274
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08274
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt088307
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0922002
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0911809
IRS990/LandBldgEquipCostOrOtherBssAmt01000116
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt015672
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0UPWARD TRANSITIONS, INC. SERVES THE HOMELESS AND IMPOVERISHED BY PROVIDING CASE MANAGEMENT AND STABILIZING RESOURCES TO MEET BASIC SOCIAL NEEDS. THE ULTIMATE GOAL IS TO ASSIST INDIVIDUALS AND FAMILIES TO REACH THEIR POTENTIAL WITH THE ABILITY TO SUPPORT THEMSELVES AND CONTRIBUTE BACK TO THEIR COMMUNITY. UPWARD TRANSITIONS, INC. IS COMMITTED TO COMMUNITY DEVELOPMENT AND ADVOCACY FOR THE POOR AND HOMELESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01730696
IRS990/NetAssetsOrFundBalancesEOYAmt01698323
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09328
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09328
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt086618
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt086618
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0182
IRS990/OccupancyGrp/ManagementAndGeneralAmt01029
IRS990/OccupancyGrp/ProgramServicesAmt07785
IRS990/OccupancyGrp/TotalAmt08996
IRS990/OfficeExpensesGrp/FundraisingAmt0127
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0722
IRS990/OfficeExpensesGrp/ProgramServicesAmt07050
IRS990/OfficeExpensesGrp/TotalAmt07899
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0535
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03032
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt040832
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044399
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1SMALL EQUIPMENT AND SOF
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0193
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01534
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11046
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21091
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3795
IRS990/OtherExpensesGrp/ProgramServicesAmt011760
IRS990/OtherExpensesGrp/ProgramServicesAmt16514
IRS990/OtherExpensesGrp/ProgramServicesAmt26065
IRS990/OtherExpensesGrp/ProgramServicesAmt34979
IRS990/OtherExpensesGrp/TotalAmt013294
IRS990/OtherExpensesGrp/TotalAmt17560
IRS990/OtherExpensesGrp/TotalAmt27349
IRS990/OtherExpensesGrp/TotalAmt35774
IRS990/OtherLiabilitiesGrp/BOYAmt02145
IRS990/OtherLiabilitiesGrp/EOYAmt02145
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt047408
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0254095
IRS990/OtherSalariesAndWagesGrp/TotalAmt0301503
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt01475
IRS990/PaymentsToAffiliatesGrp/TotalAmt01475
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0908
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05146
IRS990/PayrollTaxesGrp/ProgramServicesAmt022164
IRS990/PayrollTaxesGrp/TotalAmt028218
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08274
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt08274
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0362000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0362000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02956
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02547
IRS990/PrincipalOfficerNm0DANA HOPE CHISM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADVANCE FUNDS COLLECTE
IRS990/ProgramServiceRevenueGrp/Desc1LOW INCOME RENTAL INCO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010019
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14568
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14568
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0640175
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0198196
IRS990/PYInvestmentIncomeAmt0732500
IRS990/PYOtherExpensesAmt0119419
IRS990/PYOtherRevenueAmt079038
IRS990/PYProgramServiceRevenueAmt025141
IRS990/PYRevenuesLessExpensesAmt0779040
IRS990/PYSalariesCompEmpBnftPaidAmt0380199
IRS990/PYTotalExpensesAmt0697814
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01476854
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-32373
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0362000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014587
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0204750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0209887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0709226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0640175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0856797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0777170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0686274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03669642
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0255
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0615
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03507
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0449074
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99900
IRS990ScheduleA/PublicSupportPY170Pct00.99860
IRS990ScheduleA/PublicSupportTotal170Amt03669642
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0709226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0640175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0856797
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0777170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0686274
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03669642
IRS990ScheduleA/TotalSupportAmt03673149

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,730,400
Liabilities
$32,077
Net assets
$1,698,323
Revenue
$820,014
Expenses
$852,387
Net income
-$32,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.95$0.02$1.93$1.16$1.14$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.02$1.90$1.17$1.30$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.03$2.03$1.59$1.30$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.03$1.74$1.30$1.21$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.07$1.66$1.35$1.29$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.13$1.52$0.93$0.96$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.04$1.54$0.82$0.81$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.64$0.77$0.82$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.68$0.97$0.95$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.93$1.02$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.01$1.75$1.13$1.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.03$1.70$0.82$0.85$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.05$1.73$0.70
2012Summary only. Only limited summary data is available for this year.$1.04$0.08$0.95$0.97$0.90$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.09$0.88$0.87