Civic Intelligence

Transition House Inc.

990 • Fiscal year 2020 • EIN 73-1155089

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

700 S AspNorman, OK 73069

(405) 360-7926

Siviq Scores

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

Liabilities / Assets

87th percentile

0.46x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.16x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

2.2%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$60,711

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

54%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

9.0%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$130,179

Up $45,626 (+54%) from 2019

Net Assets

Up

$70,156

Up $8,046 (+13%) from 2019

Liabilities

Up

$60,023

Up $37,580 (+167%) from 2019

Revenue

Up

$373,808

Up $30,940 (+9.0%) from 2019

Expenses

Up

$365,762

Up $37,661 (+11%) from 2019

Net Income

Down

$8,046

Down $6,721 (-46%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $74,832Liabilities 2010: $32,053Net Assets 2010: $42,7792010Assets 2011: $74,832Liabilities 2011: $32,053Net Assets 2011: $42,7792011Assets 2012: $63,752Liabilities 2012: $8,534Net Assets 2012: $55,2182012Assets 2013: $85,957Liabilities 2013: $19,642Net Assets 2013: $66,3152013Assets 2014: $86,918Liabilities 2014: $22,136Net Assets 2014: $64,7822014Assets 2015: $96,350Liabilities 2015: $32,940Net Assets 2015: $63,4102015Assets 2016: $77,988Liabilities 2016: $15,993Net Assets 2016: $61,9952016Assets 2017: $71,123Liabilities 2017: $19,924Net Assets 2017: $51,1992017Assets 2018: $65,791Liabilities 2018: $18,448Net Assets 2018: $47,3432018Assets 2019: $84,553Liabilities 2019: $22,443Net Assets 2019: $62,1102019Assets 2020: $130,179Liabilities 2020: $60,023Net Assets 2020: $70,1562020Assets 2021: $125,569Liabilities 2021: $7,218Net Assets 2021: $118,3512021Assets 2022: $106,444Liabilities 2022: $7,787Net Assets 2022: $98,6572022Assets 2023: $201,954Liabilities 2023: $112,262Net Assets 2023: $89,6922023Assets 2024: $237,760Liabilities 2024: $145,491Net Assets 2024: $92,2692024Assets 2025: $284,933Liabilities 2025: $75,348Net Assets 2025: $209,5852025

Highlighted filing

2020

Assets$130,179
Liabilities$60,023
Net Assets$70,156

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $297,3972010Revenue 2011: $292,709Expenses 2011: $297,397Net Income 2011: -$4,6882011Revenue 2012: $325,938Expenses 2012: $313,498Net Income 2012: $12,4402012Revenue 2013: $313,320Expenses 2013: $302,223Net Income 2013: $11,0972013Revenue 2014: $319,296Expenses 2014: $320,829Net Income 2014: -$1,5332014Revenue 2015: $304,184Expenses 2015: $305,556Net Income 2015: -$1,3722015Revenue 2016: $330,433Expenses 2016: $333,099Net Income 2016: -$2,6662016Revenue 2017: $329,238Expenses 2017: $340,034Net Income 2017: -$10,7962017Revenue 2018: $342,139Expenses 2018: $345,995Net Income 2018: -$3,8562018Revenue 2019: $342,868Expenses 2019: $328,101Net Income 2019: $14,7672019Revenue 2020: $373,808Expenses 2020: $365,762Net Income 2020: $8,0462020Revenue 2021: $412,600Expenses 2021: $364,405Net Income 2021: $48,1952021Revenue 2022: $344,177Expenses 2022: $363,871Net Income 2022: -$19,6942022Revenue 2023: $412,792Expenses 2023: $421,762Net Income 2023: -$8,9702023Revenue 2024: $438,198Expenses 2024: $435,165Net Income 2024: $3,0332024Revenue 2025: $636,677Expenses 2025: $519,605Net Income 2025: $117,0722025

Highlighted filing

2020

Revenue$373,808
Expenses$365,762
Net Income$8,046
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$374,161
Mission and Program Overview

Mission

Provide transitional living and community outreach for adults recovering from mental illness

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,182$104,411▲ $58,229
Pledges and Grants Receivable$18,540$12,710▼ $5,830
Land, Buildings, and Equipment, Net$11,456$9,435▼ $2,021
Prepaid Expenses and Deferred Charges$8,375$3,623▼ $4,752
Total Assets$84,553$130,179▲ $45,626
Liabilities
Unsecured Notes Loans Payable-$50,800-
Accounts Payable and Accrued Expenses$8,144$9,123▲ $979
Mortgage Notes Payable Secured by Investment Property$4,299--
Deferred Revenue$10,000$100▼ $9,900
Total Liabilities$22,443$60,023▲ $37,580
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,110$70,156▲ $8,046
Total Net Assets Fund Balance$62,110$70,156▲ $8,046
Total Liabilities and Net Assets / Fund Balance$84,553$130,179▲ $45,626

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,435$46,668$56,103
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bonnie PeruttziExecutive DirectorFT$60,711$60,711

Board Members and Trustees

NameTitle
Nicole HunekePresident
John RichardsonVice-president
April CodyBoard member
Cordt HunekeBoard member
Darien MooreBoard member
Patrick CodyBoard Member
Robert MooreBoard member
Rochette WurthBoard member
Cary BryantSecretary
Shelley PirkleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,697
Program Service Revenue
$264,335
Investment Income
$445
Other Revenue
$20,331
All Other Contributions
$23,951
Change in Net Assets
$8,046

Audited Revenue Reconciliation

Revenue per Audited Statements
$373,808
Total Revenue per Audited Statements
$373,808
Total Revenue per Form 990
$373,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$259,848
Other Expenses$105,914
Total Fundraising Expense$7,315
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$116,071$24,360$2,866$143,297
Current Officers, Directors, Trustees, and Key Employees$49,176$10,321$1,214$60,711
Occupancy$48,763$10,234$1,204$60,201
Other Employee Benefits$29,063$6,100$718$35,881
Payroll Taxes$16,167$3,393$399$19,959
Office Expenses$6,528$1,370$161$8,059
Insurance$5,728$1,202$141$7,071
Fees for Services Accounting$4,496$944$111$5,551
Conferences and Meetings$4,204$882$104$5,190
Other Expenses$4,035$847$100$4,982
Depreciation Depletion$1,637$344$40$2,021
Advertising$44$9$1$54
Interest$27$6$1$34
Total Functional Expenses$296,267$62,180$7,315$365,762

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$365,762
Total Expenses per Audited Statements$365,762
Total Expenses per Form 990$365,762
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,589
Fundraising Direct Expenses$353
Professional Fundraising Fees$0
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
Yes
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
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 governing body review Part VI line 11

The 990 is distributed to all board members via email for their review prior the the tax return being filed

Conflict of interest policy compliance Part VI line 12C

Transition House distributes to board members an agreement outlining responsibilities, principles for good governance and ethical behavior. Board members agree to legal compliance and public disclosure.

CEO executive director top management comp Part VI line 15A

The board bases this upon information from comparable organizations in the community

Other officer or key employee compensation Part VI line 15B

Compensation is determined by the board based upon comparable positions in other community organizations

Governing documents etc available to public Part VI line 19

The governing documents, the 990, etc. are available to the public upon request

Filing and Contact Details

Filer

Filer Name
Transition House Inc
EIN
73-1155089
Address
700 S Asp, Norman, OK 73069

Signing Officer

Name
Bonnie Peruttzi
Title
Executive direc
Phone
4053607926
Signed
2020-11-12
Discuss with paid preparer
No

Organization Details

Formed
1983
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
2

Preparer

Firm
dwg inc
Address
1912 N Drexel Blvd, Oklahoma City, OK 73107
Preparer
David W Gandall CFE CPA
Phone
4059490189
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt035881
IRS990/OtherExpensesGrp/Desc0Vehicle Expense
IRS990/OtherExpensesGrp/Desc1Household Supplies and Food
IRS990/OtherExpensesGrp/Desc2Maintenance and Repairs
IRS990/OtherExpensesGrp/Desc3Client Program Supplies
IRS990/OtherExpensesGrp/FundraisingAmt037
IRS990/OtherExpensesGrp/FundraisingAmt1106
IRS990/OtherExpensesGrp/FundraisingAmt2112
IRS990/OtherExpensesGrp/FundraisingAmt3100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0317
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1900
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2951
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3847
IRS990/OtherExpensesGrp/ProgramServicesAmt01510
IRS990/OtherExpensesGrp/ProgramServicesAmt14288
IRS990/OtherExpensesGrp/ProgramServicesAmt24530
IRS990/OtherExpensesGrp/ProgramServicesAmt34035
IRS990/OtherExpensesGrp/TotalAmt01864
IRS990/OtherExpensesGrp/TotalAmt15294
IRS990/OtherExpensesGrp/TotalAmt25593
IRS990/OtherExpensesGrp/TotalAmt34982
IRS990/OtherRevenueMiscGrp/BusinessCd0624200
IRS990/OtherRevenueMiscGrp/Desc0Client Fees
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07243
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07243
IRS990/OtherRevenueTotalAmt09095
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02866
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024360
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0116071
IRS990/OtherSalariesAndWagesGrp/TotalAmt0143297
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0399
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03393
IRS990/PayrollTaxesGrp/ProgramServicesAmt016167
IRS990/PayrollTaxesGrp/TotalAmt019959
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt018540
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012710
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08375
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03623
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Transitional Housing
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0264335
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0264335
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Outreach and outpatient assistance to persons not in a transitional living program. The service provides support and socialization apart from the traditional clinical setting.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt062180
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt092966
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0309
IRS990/PYOtherExpensesAmt091991
IRS990/PYOtherRevenueAmt029621
IRS990/PYProgramServiceRevenueAmt0219972
IRS990/PYRevenuesLessExpensesAmt014767
IRS990/PYSalariesCompEmpBnftPaidAmt0236110
IRS990/PYTotalExpensesAmt0328101
IRS990/PYTotalRevenueAmt0342868
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt08046
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0393410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0324567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0329238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0330432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0330132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01707779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0445
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0300
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01711
IRS990ScheduleA/PublicSupportCY170Pct00.99900
IRS990ScheduleA/PublicSupportPY170Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt01707779
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0393410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0324567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0329238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0330432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0330132
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01707779
IRS990ScheduleA/TotalSupportAmt01709490
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09435
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046668
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt056103
IRS990ScheduleD/ExpensesSubtotalAmt0365762
IRS990ScheduleD/RevenueSubtotalAmt0373808
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09435
IRS990ScheduleD/TotalExpensesPerForm990Amt0365762
IRS990ScheduleD/TotalRevenuePerForm990Amt0373808
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0373808
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0365762
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is distributed to all board members via email for their review prior the the tax return being filed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Transition House distributes to board members an agreement outlining responsibilities, principles for good governance and ethical behavior. Board members agree to legal compliance and public disclosure.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board bases this upon information from comparable organizations in the community
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation is determined by the board based upon comparable positions in other community organizations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents, the 990, etc. are available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt084553
IRS990/TotalAssetsEOYAmt0130179
IRS990/TotalAssetsGrp/BOYAmt084553
IRS990/TotalAssetsGrp/EOYAmt0130179
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt088697
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07315
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt062180
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0296267
IRS990/TotalFunctionalExpensesGrp/TotalAmt0365762
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022443
IRS990/TotalLiabilitiesEOYAmt060023

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.75$2.10$6.37$5.20$1.17
2024Detailed filing. Detailed filing data is available for this year.$2.38$1.45$0.92$4.38$4.35$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.02$1.12$0.90$4.13$4.22$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.08$0.99$3.44$3.64$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.07$1.18$4.13$3.64$0.48
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.60$0.70$3.74$3.66$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.22$0.62$3.43$3.28$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.18$0.47$3.42$3.46$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.20$0.51$3.29$3.40$0.11
2016Summary only. Only limited summary data is available for this year.$0.78$0.16$0.62$3.30$3.33$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.33$0.63$3.04$3.06$0.01
2014Summary only. Only limited summary data is available for this year.$0.87$0.22$0.65$3.19$3.21$0.02
2013Summary only. Only limited summary data is available for this year.$0.86$0.20$0.66$3.13$3.02$0.11
2012Summary only. Only limited summary data is available for this year.$0.64$0.09$0.55$3.26$3.13$0.12
2011Summary only. Only limited summary data is available for this year.$0.75$0.32$0.43$2.93$2.97$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.32$0.43$2.97