Civic Intelligence

Upward Transitions Inc.

990 • Fiscal year 2024 • EIN 73-0590277

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 07, 2025

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

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$78,257

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.3%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-26%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,927,847

Down $129,708 (-6.3%) from 2023

Net Assets

Down

$1,903,006

Down $123,399 (-6.1%) from 2023

Liabilities

Down

$24,841

Down $6,309 (-20%) from 2023

Revenue

Down

$1,171,005

Down $417,277 (-26%) from 2023

Expenses

Down

$1,295,352

Down $9,647 (-0.7%) from 2023

Net Income

Down

-$124,347

Down $407,630 (-144%) from 2023

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

2024

Assets$1,927,847
Liabilities$24,841
Net Assets$1,903,006

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

2024

Revenue$1,171,005
Expenses$1,295,352
Net Income-$124,347
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 7, 2025
Return Version
2023v6.0
Gross Receipts
$1,237,582
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$707,700$681,441▼ $26,259
Savings and Temporary Cash Investments$415,257$420,515▲ $5,258
Pledges and Grants Receivable$360,000$343,750▼ $16,250
Cash and Non-Interest-Bearing Accounts$371,307$255,610▼ $115,697
Accounts Receivable$187,375$209,664▲ $22,289
Investments Other Securities$11,059$12,007▲ $948
Prepaid Expenses and Deferred Charges$4,857$4,860▲ $3
Total Assets$2,057,555$1,927,847▼ $129,708
Liabilities
Accounts Payable and Accrued Expenses$31,150$24,841▼ $6,309
Total Liabilities$31,150$24,841▼ $6,309
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,385,346$1,320,767▼ $64,579
Net Assets With Donor Restrictions$641,059$582,239▼ $58,820
Total Net Assets Fund Balance$2,026,405$1,903,006▼ $123,399
Total Liabilities and Net Assets / Fund Balance$2,057,555$1,927,847▼ $129,708

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$516,530$212,089$728,619
Land$150,591-$150,591
Equipment$14,320$52,424$66,744

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$11,059-▲ $948-$12,007
2022$10,601-▲ $458-$11,059
2021$12,835-▼ $2,234-$10,601
2020$10,516-▲ $7,584$5,265$12,835
2019$10,825-▲ $4,862$5,171$10,516
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Periann PulliamCEOFT$78,257$78,257

Board Members and Trustees

NameTitle
Taylor FudgePast President
Brandon KempPresident
Melinda MeridethPresident Elect
Dana GirouxVice President
Andrea WeigBoard Member
Casey JohnsonBoard Member
Corey ColemanBoard Member
David DaniBoard Member
Frank HintonBoard Member
Jonica JohnsonBoard Member
Laneka WilsonBoard Member
Markie BergBoard Member
Meagan CarterBoard Member
Sarah LucyBoard Member
Shanequah BrisonBoard Member
Simon BrightBoard Member
Stephanie HarrisBoard Member
Trent RileyBoard Member
A J SingerSecretary
Melanie RamseyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,089,177
Program Service Revenue
$6,477
Investment Income
$5,257
Other Revenue
$70,094
All Other Contributions
$349,778
Change in Net Assets
$-124,347

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table18$17,081Actual Value of Dona
Other Non Cash Contri Table21$10,546Actual Value of Dona
Other Non Cash Contri Table3$4,750Actual Value of Dona
Other Non Cash Contri Table28$4,165Actual Value of Dona
Other Non Cash Contri Table980$3,920Actual Value of Dona
Other Non Cash Contri Table1$3,500Actual Value of Dona
Other Non Cash Contri Table19$3,022Actual Value of Dona
Other Non Cash Contri Table4$2,543Actual Value of Dona
Other Non Cash Contri Table2$934Actual Value of Dona
Works of Art5$845Actual Value of Donation
Other Non Cash Contri Table2$650Actual Value of Dona
Other Non Cash Contri Table2$400Actual Value of Dona
Other Non Cash Contri Table1$125Actual Value of Dona
Total Noncash Contributions1,086$52,481-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,164,528
Revenue Not Reported on Financial Statements
$6,477
Revenue Not Reported on Form 990
$948
Other Revenue Adjustments
$6,477
Total Revenue per Audited Statements
$1,165,476
Total Revenue per Form 990
$1,171,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$600,169
Grants and Similar Amounts Paid$496,327
Other Expenses$198,856
Total Fundraising Expense$89,340
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$496,327--$496,327
Other Salaries and Wages$376,343$21,837$16,318$414,498
Current Officers, Directors, Trustees, and Key Employees$47,703$21,467$10,336$79,506
Other Employee Benefits$58,491$2,180$5,272$65,943
Payroll Taxes$32,573$1,994$5,655$40,222
Occupancy$25,120$2,372$2,329$29,821
Information Technology$20,118$1,941$4,802$26,861
Depreciation Depletion$22,058$2,100$2,101$26,259
Fees for Services Accounting$21,453$2,043$2,043$25,539
Office Expenses$14,639$1,424$6,003$22,066
Insurance$14,329$1,405$1,365$17,099
Fees for Services Other$4,579$436$436$5,451
Other Expenses$6,677$6,403$4,167$4,167
Total Functional Expenses$1,140,410$65,602$89,340$1,295,352

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,295,352
Expenses per Audited Statements$1,288,875
Total Expenses per Audited Statements$1,288,875
Expenses Not Reported on Financial Statements$6,477
Other Expense Adjustments$6,477
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$136,671
Fundraising Direct Expenses$66,577
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
American Tourist Event$126,511$102,506$68,083$34,423
Annual Campaign$43,263---
Total Events$169,774$102,506$68,083$34,423
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 ceo 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
Periann Pulliam
Title
CEO
Phone
4052325507
Signed
2025-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Periann Pulliam
Formed
1927
Legal Domicile
Ok
Voting Board Members
20
Independent Board Members
20
Employees
13
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 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 6,477.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Directly related revenue-advance funds collected 6,477.

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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 4,025 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 25 CLIENTS DURING FY24. FOR THOSE WITHOUT THEIR OWN TRANSPORTATION, WE ISSUE BUS PASSES. BUS PASSES WERE ISSUED TO 529 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. 1,112 BIRTH CERTIFICATES WERE ORDERED, 972 WERE RECEIVED AND 782 WERE PICKED UP BY CLIENTS; AN 80.5% PICK UP RATE. 1,619 GOVERNMENT IDENTIFICATION CARDS OR REPLACEMENT DRIVER LICENSES WERE AUTHORIZED AND 1,089 CLIENTS PICKED THEM UP; A 67.3% 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 FOUR (4) HOUSEHOLDS WITH 15 PEOPLE TO OBTAIN HOUSING AND PAID PAST DUE RENT FOR 806 PEOPLE LIVING IN 204 HOUSEHOLDS TO HALT EVICTION. UT'S RENTAL DEPOSIT PROGRAM MADE IT POSSIBLE FOR 138 PEOPLE IN 58 HOUSEHOLDS TO OBTAIN PUBLIC HOUSING AND 15 PEOPLE IN 5 HOUSEHOLDS TO OBTAIN PRIVATE HOUSING. UT'S UTILITY ASSISTANCE PROGRAM PRESERVED OR RESTORED ELECTRICITY, GAS AND/OR WATER FOR 181 PEOPLE LIVING IN 61 HOUSEHOLDS.
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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/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0BRANDON KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm1MELINDA MERIDETH
IRS990/Form990PartVIISectionAGrp/PersonNm2DANA GIROUX
IRS990/Form990PartVIISectionAGrp/PersonNm3MELANIE RAMSEYER
IRS990/Form990PartVIISectionAGrp/PersonNm4A J SINGER
IRS990/Form990PartVIISectionAGrp/PersonNm5TAYLOR FUDGE
IRS990/Form990PartVIISectionAGrp/PersonNm6MARKIE BERG
IRS990/Form990PartVIISectionAGrp/PersonNm7MEAGAN CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm8SHANEQUAH BRISON
IRS990/Form990PartVIISectionAGrp/PersonNm9COREY COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10TRENT RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm11SIMON BRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm12LANEKA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm13ANDREA WEIG
IRS990/Form990PartVIISectionAGrp/PersonNm14PERIANN PULLIAM
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID DANI
IRS990/Form990PartVIISectionAGrp/PersonNm16STEPHANIE HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm17FRANK HINTON
IRS990/Form990PartVIISectionAGrp/PersonNm18CASEY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm19JONICA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm20SARAH LUCY
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/ReportableCompFromOrgAmt1478257
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
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/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01927
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt067268
IRS990/FundraisingDirectExpensesAmt066577
IRS990/FundraisingGrossIncomeAmt0136671
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt0290622
IRS990/GrantAmt0496327
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0496327
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0496327
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01237582
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04802
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01941
IRS990/InformationTechnologyGrp/ProgramServicesAmt020118
IRS990/InformationTechnologyGrp/TotalAmt026861
IRS990/InsuranceGrp/FundraisingAmt01365
IRS990/InsuranceGrp/ManagementAndGeneralAmt01405
IRS990/InsuranceGrp/ProgramServicesAmt014329
IRS990/InsuranceGrp/TotalAmt017099
IRS990/InvestmentIncomeGrp/ExclusionAmt05257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05257
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt011059
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012007
IRS990/IRPDocumentCnt085
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0264513
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0707700
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0681441
IRS990/LandBldgEquipCostOrOtherBssAmt0945954
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 4,025 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/NetAssetsOrFundBalancesBOYAmt02026405
IRS990/NetAssetsOrFundBalancesEOYAmt01903006
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt070094
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt070094
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0948
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01385346
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01320767
IRS990/NoncashContributionsAmt052481
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02329
IRS990/OccupancyGrp/ManagementAndGeneralAmt02372
IRS990/OccupancyGrp/ProgramServicesAmt025120
IRS990/OccupancyGrp/TotalAmt029821
IRS990/OfficeExpensesGrp/FundraisingAmt06003
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01424
IRS990/OfficeExpensesGrp/ProgramServicesAmt014639
IRS990/OfficeExpensesGrp/TotalAmt022066
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05272
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02180
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt058491
IRS990/OtherEmployeeBenefitsGrp/TotalAmt065943
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1CONSULTANT
IRS990/OtherExpensesGrp/Desc2AUDIO VISUAL
IRS990/OtherExpensesGrp/Desc3PRINTING AND ARTWORK
IRS990/OtherExpensesGrp/FundraisingAmt010624
IRS990/OtherExpensesGrp/FundraisingAmt112042
IRS990/OtherExpensesGrp/FundraisingAmt25847
IRS990/OtherExpensesGrp/FundraisingAmt34167
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06403
IRS990/OtherExpensesGrp/ProgramServicesAmt06677
IRS990/OtherExpensesGrp/TotalAmt023704
IRS990/OtherExpensesGrp/TotalAmt112042
IRS990/OtherExpensesGrp/TotalAmt25847
IRS990/OtherExpensesGrp/TotalAmt34167
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016318
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021837
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0376343
IRS990/OtherSalariesAndWagesGrp/TotalAmt0414498
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05655
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01994
IRS990/PayrollTaxesGrp/ProgramServicesAmt032573
IRS990/PayrollTaxesGrp/TotalAmt040222
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0360000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0343750
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04857
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04860
IRS990/PrincipalOfficerNm0PERIANN PULLIAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM CLIENT REFUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06477
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAVELERS AID - THIS PROGRAM OPERATES INFORMATION BOOTHS ON THE LOWER AND UPPER LEVELS OF WILL ROGERS WORLD AIRPORT TO OFFER TRAVELERS FRIENDLY, PROMPT AND ACCURATE ASSISTANCE. UT RECRUITS AND TRAINS VOLUNTEERS TO PROVIDE VISITORS WITH GENERAL AIRPORT AND AREA INFORMATION; HELP VISITORS OBTAIN SOCIAL SERVICE ASSISTANCE INCLUDING TRANSPORTATION OR SHELTER FOR STRANDED TRAVELERS AND VICTIMS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING; AND AID VISITORS REQUIRING SPECIAL ASSISTANCE INCLUDING HEARING AND VISUAL IMPAIRMENT ASSISTANCE AND WHEELCHAIR ASSISTANCE. TYPICALLY, 35 VOLUNTEERS STAFF THE BOOTHS FROM 10AM TO 10PM 365 DAYS A YEAR, SPENDING 6,398 HOURS SERVING 157,689 VISITORS IN FY24.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt075705
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01522077
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0525915
IRS990/PYInvestmentIncomeAmt02273
IRS990/PYOtherExpensesAmt0230614
IRS990/PYOtherRevenueAmt062374
IRS990/PYProgramServiceRevenueAmt01558
IRS990/PYRevenuesLessExpensesAmt0283283
IRS990/PYSalariesCompEmpBnftPaidAmt0548470
IRS990/PYTotalExpensesAmt01304999
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01588282
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-124347
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0381509
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06477
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0415257
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0420515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01045914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01456427
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01129952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01211864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0840855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05685012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03016
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013725

Document Assets

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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