Civic Intelligence

Upward Transitions Inc.

990 • Fiscal year 2020 • EIN 73-0590277

Jul 01, 2019 to Jun 30, 2020 • Filed on May 06, 2021

1134 W Main StOklahoma City, OK 73106-7847

(405) 232-5507

Siviq Scores

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

Liabilities / Assets

46th percentile

0.08x

Higher debt load relative to assets than 46% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.14x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

31st percentile

-3.3%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$68,995

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

46th percentile

4.3%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,645,370

Up $68,377 (+4.3%) from 2019

Net Assets

Down

$1,515,315

Down $25,743 (-1.7%) from 2019

Liabilities

Up

$130,055

Up $94,120 (+262%) from 2019

Revenue

Up

$930,978

Up $114,933 (+14%) from 2019

Expenses

Up

$961,583

Up $153,546 (+19%) from 2019

Net Income

Down

-$30,605

Down $38,613 (-482%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,645,370
Liabilities$130,055
Net Assets$1,515,315

Operations Trend

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

2020

Revenue$930,978
Expenses$961,583
Net Income-$30,605
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 6, 2021
Return Version
2019v5.2
Gross Receipts
$940,205
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.

To prevent generational proverty through community collaboration, emergency relief and empowerment, therefore inspiring hope with our neighbors experiencing housing instability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$773,879$750,198▼ $23,681
Pledges and Grants Receivable$350,000$350,000→ $0
Savings and Temporary Cash Investments$297,115$329,725▲ $32,610
Cash and Non-Interest-Bearing Accounts$95,666$189,340▲ $93,674
Investments Other Securities$10,825$10,516▼ $309
Accounts Receivable$44,526$9,369▼ $35,157
Prepaid Expenses and Deferred Charges$4,982$6,222▲ $1,240
Total Assets$1,576,993$1,645,370▲ $68,377
Liabilities
Unsecured Notes Loans Payable-$80,300-
Accounts Payable and Accrued Expenses$30,258$49,536▲ $19,278
Escrow Account Liability$5,677$219▼ $5,458
Total Liabilities$35,935$130,055▲ $94,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,180,233$1,154,799▼ $25,434
Net Assets With Donor Restrictions$360,825$360,516▼ $309
Total Net Assets Fund Balance$1,541,058$1,515,315▼ $25,743
Total Liabilities and Net Assets / Fund Balance$1,576,993$1,645,370▲ $68,377

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$591,289$136,043$727,332
Land$150,591-$150,591
Equipment$8,318$56,803$65,121

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$10,825-▲ $4,862$5,171$10,516
2018$123,372-▼ $109,199$3,348$10,825
2017$118,079-▲ $9,951$4,658$123,372
2016$9,902$107,119▲ $1,058-$118,079
2015$10,522-▼ $620-$9,902
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Periann PulliamCEOFT$68,995$68,995

Board Members and Trustees

NameTitle
John SymcoxPast President
Steven CurryPresident
Bob LanePresident Elect
Taylor FudgeVice President
Brandon KempBoard Member
Collette PendarvisBoard Member
Giselle LeonBoard Member
Karla StinnettBoard Member
Laura BurtonBoard Member
Markie BergBoard Member
Matt HarpBoard Member
Megan CannonBoard Member
Richard MclainBoard Member
Sharon RippetoeBoard Member
Timberlynn OrtizBoard Member
Shelly HarrySecretary
Kimberly ShumateTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$875,443
Program Service Revenue
$3,912
Investment Income
$3,016
Other Revenue
$48,607
All Other Contributions
$105,491
Change in Net Assets
$-30,605

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2,680$13,530Actual Value of Dona
Other Non Cash Contri Table33$6,140Actual Value of Dona
Other Non Cash Contri Table89$5,697Actual Value of Dona
Other Non Cash Contri Table11$120Actual Value of Dona
Total Noncash Contributions2,813$25,487-

Audited Revenue Reconciliation

Revenue per Audited Statements
$927,066
Revenue Not Reported on Financial Statements
$3,912
Revenue Not Reported on Form 990
$4,862
Other Revenue Adjustments
$3,912
Total Revenue per Audited Statements
$931,928
Total Revenue per Form 990
$930,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$465,757
Grants and Similar Amounts Paid$372,047
Other Expenses$123,779
Total Fundraising Expense$9,246
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$372,047--$372,047
Other Salaries and Wages$292,439$15,919-$308,358
Current Officers, Directors, Trustees, and Key Employees$47,025$24,225-$71,250
Other Employee Benefits$54,433$1,671-$56,104
Payroll Taxes$24,140$5,905-$30,045
Depreciation Depletion$18,945$4,736-$23,681
Occupancy$18,156$4,180-$22,336
Insurance$13,471$3,368-$16,839
Office Expenses$10,740$4,560$345$15,645
Fees for Services Accounting$10,384$2,596-$12,980
Information Technology$6,211$1,522$2,395$10,128
Conferences and Meetings$3,491$1,484-$4,975
Fees for Services Other$3,368$842-$4,210
Advertising$893$1,621-$2,514
Other Expenses$1,065$429$2,039$2,039
Travel$1,539$191-$1,730
Fees for Services Legal$110$453-$563
Interest-$178-$178
Total Functional Expenses$878,457$73,880$9,246$961,583

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$961,583
Expenses per Audited Statements$957,671
Total Expenses per Audited Statements$957,671
Expenses Not Reported on Financial Statements$3,912
Other Expense Adjustments$3,912
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$57,834
Fundraising Direct Expenses$9,227
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
American Tourist Event$59,549$40,083$9,243$30,840
Annual Campaign$34,588---
Total Events$94,137$40,083$9,243$30,840
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
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, Section B, Line 11B

The finance committee will review the return and present to the board for final review and approval. The board president will sign the return after the board has reviewed and approved the return for filing.

Form 990, Part VI, Section B, Line 12C

Beginning in fy 16, board members and all employees were required annually to read upward transitions' conflict of interest policy and complete and sign the annual affirmation of compliance statement. The completed statements are on file at the ut office.

Form 990, Part VI, Section B, Line 15A

The chief executive officer's compensation is compared to salary surveys of other comparable organizations in the area and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

All governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Upward Transitions Inc
EIN
73-0590277
Phone
4052325507
Address
1134 W MAIN ST, OKLAHOMA CITY, OK 73106-7847

Signing Officer

Name
Robert Lane
Title
Board President
Phone
4052325507
Signed
2021-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Lane
Formed
1927
Legal Domicile
Ok
Voting Board Members
17
Independent Board Members
17
Employees
12
Volunteers
150

Preparer

Firm
Engelbach Roberts & Co Pllc
Address
4000 CLASSEN CTR STE 100C, OKLAHOMA CITY, OK 73118
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 IV, LINE 2B:

The give more fund is a charitable fund created to provide short-term financial assistance to employees of buy for less, inc. (bfl) during time of unavoidable financial hardships. This charitable fund is funded through employee donations and discretionary contributions. Outside donations are accepted as well. Bfl collects contributions to the fund and distributes the contributions to upward transitions, inc. Who manages and administers amounts held in the fund, and disperses amounts from the fund in accordance with the policies of the fund.

PART V, LINE 4:

Upward transitions, inc. Has a fund set up as an endowment at oklahoma city community foundation. Upward transitions has not placed restrictions or stated specific purposes for said funds other than to provide for future operations.

PART X, LINE 2:

Upward transitions has been determined not to be a private foundation under section 509(a) of the internal revenue code (the code) and is exempt from taxes under section 501(c)(3) of the code. It could be subject to taxation if it generates income unrelated to its exempt purpose, pursuant to the code.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Directly related revenue-advance funds collected 3,912.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Directly related revenue-advance funds collected 3,912.

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IRS990/ActivityOrMissionDesc0TO PREVENT GENERATIONAL PROVERTY THROUGH COMMUNITY COLLABORATION, EMERGENCY RELIEF AND EMPOWERMENT, THEREFORE INSPIRING HOPE WITH OUR NEIGHBORS EXPERIENCING HOUSING INSTABILITY.
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IRS990/Desc0COMMUNITY OUTREACH PROGRAM - THIS PROGRAM PROVIDED 3,366 PERSONS WITH TRANSPORTATION ASSISTANCE, GOVERNMENT APPROVED IDENTIFICATION CARDS/REPLACEMENT DRIVERS LICENSES, RENTAL ASSISTANCE AND UTILITY ASSISTANCE.TRANSPORTATION ASSISTANCE WAS PROVIDED TO THOSE WHO DO AND DO NOT OWN THEIR TRANSPORTATION. FOR THOSE WHO DO OWN THEIR OWN TRANSPORTATION AND CAN SHOW PROOF OF A DRIVER'S LICENSE AND AUTO INSURANCE, WE WILL ISSUE GAS CARDS FOR SOCIAL SERVICE AND MEDICAL APPOINTMENTS AND/OR THOSE WHO HAVE RECENTLY SECURED EMPLOYMENT AND REQUIRE ASSISTANCE TO PURCHASE FUEL UNTIL THEY RECEIVE THEIR FIRST PAYCHECK. GAS CARDS WERE ISSUED TO 89 CLIENTS DURING FY20. FOR THOSE WITHOUT THEIR OWN TRANSPORTATION, WE ISSUE BUS PASSES. BUS PASSES WERE ISSUED TO 595 CLIENTS FOR JOB INTERVIEWS, SOCIAL SERVICE AND MEDICAL APPOINTMENTS, AND TRANSPORTATION TO AND FROM WORK. TRANSPORTATION ASSISTANCE IS ALSO PROVIDED TO PERSONS WHO ARE STRANDED AND THOSE WHO ARE VICTIMS OF DOMESTIC VIOLENCE OR HUMAN TRAFFICKING. THOSE WITH THEIR OWN TRANSPORTATION ARE ISSUED GAS VOUCHERS AND THOSE WITHOUT ARE PROVIDED WITH BUS TICKETS TO THEIR DESTINATION; THEREBY RECONNECTING THEM WITH THEIR SUPPORT SYSTEMS.MANY OF THE CLIENTS SERVED COME TO UPWARD TRANSITIONS (UT) TO OBTAIN BIRTH CERTIFICATES OR GOVERNMENT IDENTIFICATION CREDENTIALS. SIX HUNDRED NINETY-ONE (691) BIRTH CERTIFICATES WERE ORDERED, 617 WERE RECEIVED AND 514 WERE PICKED UP BY CLIENTS; AN 83.3% PICK UP RATE. EIGHT HUNDRED NINETY-EIGHT (898) GOVERNMENT IDENTIFICATION CARDS OR REPLACEMENT DRIVER LICENSES WERE AUTHORIZED AND 713 CLIENTS PICKED THEM UP; A 79.4% PICK UP RATE. THIS IS AN IMPORTANT FIRST STEP IN ACCESSING HOUSING ASSISTANCE, EMPLOYMENT, AND PUBLIC ASSISTANCE.UT'S RENTAL ASSISTANCE PROGRAM PAID THE FIRST MONTH'S RENT MAKING IT POSSIBLE FOR EIGHT (8) HOUSEHOLDS WITH 32 PEOPLE TO OBTAIN HOUSING AND PAID PAST DUE RENT FOR 669 PEOPLE LIVING IN 249 HOUSEHOLDS TO HALT EVICTION. UT'S RENTAL DEPOSIT PROGRAM MADE IT POSSIBLE FOR 172 PEOPLE IN 67 HOUSEHOLDS TO OBTAIN PUBLIC HOUSING AND 15 PEOPLE IN 4 HOUSEHOLDS TO OBTAIN PRIVATE HOUSING. UT'S UTILITY ASSISTANCE PROGRAM PRESERVED OR RESTORED ELECTRICITY, GAS AND/OR WATER FOR 731 PEOPLE LIVING IN 262 HOUSEHOLDS.APRIL THROUGH JUNE 2020, UT UTILIZED UNITED WAY OF CENTRAL OKLAHOMA'S COVID RELIEF FUND TO MAKE RENT AND UTILITY PAYMENTS DIRECTLY TO PROPERTY OWNERS/MANAGERS AND UTILITY COMPANIES TO PREVENT EVICTIONS AND CUTOFFS FOR 466 PEOPLE IN 176 HOUSEHOLDS WHO LOST INCOME DUE TO THE IMPACT OF COVID-19. THIS ASSISTANCE ALLEVIATED THE TOXIC STRESS WHICH ACCOMPANIES HOUSING INSTABILITY AND THE FEAR OF BECOMING HOMELESS. IN ADDITION, CASE MANAGERS WERE ABLE TO DIRECT CLIENTS TO OTHER RESOURCES FOR FOOD, HEALTHCARE, MENTAL HEALTHCARE, AND EMPLOYMENT.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN CURRY
IRS990/Form990PartVIISectionAGrp/PersonNm1BOB LANE
IRS990/Form990PartVIISectionAGrp/PersonNm2TAYLOR FUDGE
IRS990/Form990PartVIISectionAGrp/PersonNm3KIMBERLY SHUMATE
IRS990/Form990PartVIISectionAGrp/PersonNm4SHELLY HARRY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SYMCOX
IRS990/Form990PartVIISectionAGrp/PersonNm6MARKIE BERG
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA BURTON
IRS990/Form990PartVIISectionAGrp/PersonNm8MEGAN CANNON
IRS990/Form990PartVIISectionAGrp/PersonNm9MATT HARP
IRS990/Form990PartVIISectionAGrp/PersonNm10BRANDON KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm11GISELLE LEON
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD MCLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm13TIMBERLYNN ORTIZ
IRS990/Form990PartVIISectionAGrp/PersonNm14COLLETTE PENDARVIS
IRS990/Form990PartVIISectionAGrp/PersonNm15SHARON RIPPETOE
IRS990/Form990PartVIISectionAGrp/PersonNm16KARLA STINNETT
IRS990/Form990PartVIISectionAGrp/PersonNm17PERIANN PULLIAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1768995
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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/TitleTxt17CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01927
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt054054
IRS990/FundraisingDirectExpensesAmt09227
IRS990/FundraisingGrossIncomeAmt057834
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt0181177
IRS990/GrantAmt0372047
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0372047
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0372047
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0940205
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02395
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01522
IRS990/InformationTechnologyGrp/ProgramServicesAmt06211
IRS990/InformationTechnologyGrp/TotalAmt010128
IRS990/InsuranceGrp/ManagementAndGeneralAmt03368
IRS990/InsuranceGrp/ProgramServicesAmt013471
IRS990/InsuranceGrp/TotalAmt016839
IRS990/InterestGrp/ManagementAndGeneralAmt0178
IRS990/InterestGrp/TotalAmt0178
IRS990/InvestmentIncomeGrp/ExclusionAmt03016
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03016
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010825
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010516
IRS990/IRPDocumentCnt055
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0192846
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0773879
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0750198
IRS990/LandBldgEquipCostOrOtherBssAmt0943044
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE AGENCY FULFILLED THIS MISSION BY PROVIDING A HAND UP TO 3,366 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01541058
IRS990/NetAssetsOrFundBalancesEOYAmt01515315
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt048607
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt048607
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04862
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01180233
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01154799
IRS990/NoncashContributionsAmt025487
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04180
IRS990/OccupancyGrp/ProgramServicesAmt018156
IRS990/OccupancyGrp/TotalAmt022336
IRS990/OfficeExpensesGrp/FundraisingAmt0345
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04560
IRS990/OfficeExpensesGrp/ProgramServicesAmt010740
IRS990/OfficeExpensesGrp/TotalAmt015645
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01671
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt054433
IRS990/OtherEmployeeBenefitsGrp/TotalAmt056104
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PRINTING AND ARTWORK
IRS990/OtherExpensesGrp/FundraisingAmt04467
IRS990/OtherExpensesGrp/FundraisingAmt12039
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0429
IRS990/OtherExpensesGrp/ProgramServicesAmt01065
IRS990/OtherExpensesGrp/TotalAmt05961
IRS990/OtherExpensesGrp/TotalAmt12039
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015919
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0292439
IRS990/OtherSalariesAndWagesGrp/TotalAmt0308358
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05905
IRS990/PayrollTaxesGrp/ProgramServicesAmt024140
IRS990/PayrollTaxesGrp/TotalAmt030045
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0350000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0350000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04982
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06222
IRS990/PrincipalOfficerNm0ROBERT LANE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM CLIENT REFUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03912
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03912
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAVELERS AID - THIS PROGRAM OPERATES BOOTHS ON THE LOWER AND UPPER LEVELS OF WILL ROGERS WORLD AIRPORT TO ASSIST TRAVELERS BY PROVIDING FRIENDLY, PROMPT AND ACCURATE ASSISTANCE. VOLUNTEERS RECRUITED BY UT STAFF THE BOOTHS FROM 10:00 A.M. TO 10:00 P.M. 365 DAYS A YEAR. CURRENTLY, 65 TRAINED VOLUNTEERS PROVIDE COVERAGE. THEY ARE TRAINED TO KNOW CHANGES IN AIRPORT SERVICES, POLICIES AND FACILITIES; CURRENT EVENTS; CONVENTIONS; AND ATTRACTIONS IN THE METRO AREA. IN ADDITION, THEY ARE INFORMED OF SPECIAL GROUPS TRAVELING THROUGH THE AIRPORT. THIS PAST YEAR, 98,956 CONTACTS WERE MADE WITH TRAVELERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt067390
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0755562
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0215567
IRS990/PYInvestmentIncomeAmt03320
IRS990/PYOtherExpensesAmt0131446
IRS990/PYOtherRevenueAmt052538
IRS990/PYProgramServiceRevenueAmt04625
IRS990/PYRevenuesLessExpensesAmt08008
IRS990/PYSalariesCompEmpBnftPaidAmt0461024
IRS990/PYTotalExpensesAmt0808037
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0816045
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-30605
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0534721
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03912
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0297115
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0329725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0840855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0724956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0649630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0873010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0860556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03949007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01277
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0514
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08661
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0692449
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99780
IRS990ScheduleA/PublicSupportPY170Pct00.99820
IRS990ScheduleA/PublicSupportTotal170Amt03949007
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0840855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0724956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0649630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0873010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0860556
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03949007
IRS990ScheduleA/TotalSupportAmt03957668
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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