Civic Intelligence

National Veterans Transition Services Inc.

990 • Fiscal year 2021 • EIN 80-0597403

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

8880 Rio San Diego Drive 900San Diego, CA 92108

(619) 822-2701

Siviq Scores

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

Liabilities / Assets

96th percentile

1.67x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.33x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$21,225

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

26%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$38,684

Down $44,091 (-53%) from 2020

Net Assets

Down

-$25,817

Down $53,122 (-195%) from 2020

Liabilities

Up

$64,501

Up $9,031 (+16%) from 2020

Revenue

Up

$193,503

Up $40,452 (+26%) from 2020

Expenses

Up

$246,625

Up $51,078 (+26%) from 2020

Net Income

Down

-$53,122

Down $10,626 (-25%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2010: $39,433Liabilities 2010: $16,4652010Assets 2011: $74,543Liabilities 2011: $1,535Net Assets 2011: $73,0082011Assets 2012: $507,394Liabilities 2012: $19,682Net Assets 2012: $487,7122012Assets 2013: $87,974Liabilities 2013: $8,794Net Assets 2013: $79,1802013Assets 2014: $110,631Liabilities 2014: $47,554Net Assets 2014: $63,0772014Assets 2015: $33,241Liabilities 2015: $40,939Net Assets 2015: -$7,6982015Assets 2016: $114,566Liabilities 2016: $45,501Net Assets 2016: $69,0652016Assets 2017: $102,115Liabilities 2017: $65,886Net Assets 2017: $36,2292017Assets 2018: $124,252Liabilities 2018: $78,884Net Assets 2018: $45,3682018Assets 2019: $121,401Liabilities 2019: $51,600Net Assets 2019: $69,8012019Assets 2020: $82,775Liabilities 2020: $55,470Net Assets 2020: $27,3052020Assets 2021: $38,684Liabilities 2021: $64,501Net Assets 2021: -$25,8172021Assets 2022: $92,154Liabilities 2022: $104,843Net Assets 2022: -$12,6892022Assets 2023: $78,628Liabilities 2023: $90,332Net Assets 2023: -$11,7042023Assets 2024: $65,427Liabilities 2024: $48,754Net Assets 2024: $16,6732024

Highlighted filing

2021

Assets$38,684
Liabilities$64,501
Net Assets-$25,817

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $137,608Expenses 2010: $114,640Net Income 2010: $22,9682010Revenue 2011: $625,267Expenses 2011: $575,227Net Income 2011: $50,0402011Expenses 2012: $697,0312012Revenue 2013: $546,310Expenses 2013: $954,842Net Income 2013: -$408,5322013Revenue 2014: $452,198Expenses 2014: $468,301Net Income 2014: -$16,1032014Revenue 2015: $375,797Expenses 2015: $446,572Net Income 2015: -$70,7752015Revenue 2016: $274,382Expenses 2016: $197,619Net Income 2016: $76,7632016Revenue 2017: $371,243Expenses 2017: $406,443Net Income 2017: -$35,2002017Revenue 2018: $539,489Expenses 2018: $530,350Net Income 2018: $9,1392018Revenue 2019: $330,243Expenses 2019: $306,792Net Income 2019: $23,4512019Revenue 2020: $153,051Expenses 2020: $195,547Net Income 2020: -$42,4962020Revenue 2021: $193,503Expenses 2021: $246,625Net Income 2021: -$53,1222021Revenue 2022: $213,047Expenses 2022: $199,919Net Income 2022: $13,1282022Revenue 2023: $237,079Expenses 2023: $236,094Net Income 2023: $9852023Revenue 2024: $282,384Expenses 2024: $254,007Net Income 2024: $28,3772024

Highlighted filing

2021

Revenue$193,503
Expenses$246,625
Net Income-$53,122
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$193,503
Mission and Program Overview

Mission

Assist veterans in making a successful transition from military service to civilian life, with all veterans achieving, within their potential. Their goals in the transition domains of employment and career, education, living situation, personal effectiveness, wellbeing and community life functioning.

Our mission is to help veterans successfully transition from the battlefront to the homefront.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$68,101$32,744▼ $35,357
Land, Buildings, and Equipment, Net$14,539$5,805▼ $8,734
Prepaid Expenses and Deferred Charges$135$135→ $0
Total Assets$82,775$38,684▼ $44,091
Liabilities
Accounts Payable and Accrued Expenses$27,637$37,971▲ $10,334
Other Liabilities$27,833$26,530▼ $1,303
Total Liabilities$55,470$64,501▲ $9,031
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,305$-25,817▼ $53,122
Total Net Assets Fund Balance$27,305$-25,817▼ $53,122
Total Liabilities and Net Assets / Fund Balance$82,775$38,684▼ $44,091

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,805$55,334$61,139
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maurice WilsonPresident/executive DirectorFT$21,225$21,225

Board Members and Trustees

NameTitle
Jm WongChair
Ashley GonzalesBoard Member
Bob KamenskyBoard Member
Charles HartfordeBoard Member
Chermaine M HarrellBoard Member
Mikel J BurroughsBoard Member
Michael MaloneTrasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$190,922
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$2,576
All Other Contributions
$160,922
Change in Net Assets
$-53,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,386
Salaries, Compensation, and Employee Benefits$106,239
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$56,609$19,918-$76,527
Office Expenses$44,377$23,914-$68,291
Fees for Services Other$21,286$12,201-$33,487
Current Officers, Directors, Trustees, and Key Employees$15,701$5,524-$21,225
Depreciation Depletion$6,551$2,183-$8,734
Payroll Taxes$6,278$2,209-$8,487
Fees for Services Accounting-$8,474-$8,474
Insurance-$7,274-$7,274
Travel$2,069$688-$2,757
Advertising$139$1,699-$1,838
Occupancy$164$55-$219
Other Expenses$1,875$51-$51
Total Functional Expenses$156,838$89,787$0$246,625
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$26,530
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 return is emailed to all board members for their review and comment prior to finalizing.

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

A copy of the conflict of interest policy is provided to the board annually for review.

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

A salary survey was performed in 2011 of non-profits that are similar in size and location to nvtsi. The board then approved compensation based on the salary survey.

Form 990, Part VI, Section C, Line 19

Governing documents, policies, financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
National Veterans Transition
EIN
80-0597403
Phone
6198222701
Address
8880 RIO SAN DIEGO DRIVE 900, SAN DIEGO, CA 92108

Signing Officer

Name
Maurice Wilson
Title
President
Phone
6198222701
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maurice Wilson
Formed
2010
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
4

Preparer

Firm
Considine & Considine
Address
8989 RIO SAN DIEGO DRIVE SUITE 250, SAN DIEGO, CA 92108-1604
Preparer
Richard Hotz
Phone
6192311977
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract services: program service expenses 21,286. Management and general expenses 12,201. Fundraising expenses 0. Total expenses 33,487.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/PublicSupportTotal170Amt01497560
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0175922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0149414
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0300941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0505802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0365481
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01497560
IRS990ScheduleA/TotalSupportAmt01497728
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
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05805
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt055334
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt061139
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026530
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05805
IRS990ScheduleD/TotalLiabilityAmt026530
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT PRIOR TO FINALIZING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED TO THE BOARD ANNUALLY FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A SALARY SURVEY WAS PERFORMED IN 2011 OF NON-PROFITS THAT ARE SIMILAR IN SIZE AND LOCATION TO NVTSI. THE BOARD THEN APPROVED COMPENSATION BASED ON THE SALARY SURVEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 21,286. MANAGEMENT AND GENERAL EXPENSES 12,201. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,487.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt082775
IRS990/TotalAssetsEOYAmt038684
IRS990/TotalAssetsGrp/BOYAmt082775
IRS990/TotalAssetsGrp/EOYAmt038684
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0190922
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt089787
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0156838
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246625
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt055470
IRS990/TotalLiabilitiesEOYAmt064501
IRS990/TotalLiabilitiesGrp/BOYAmt055470
IRS990/TotalLiabilitiesGrp/EOYAmt064501
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027305
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-25817
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0156838
IRS990/TotalReportableCompFromOrgAmt021225
IRS990/TotalRevenueGrp/ExclusionAmt05
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02576
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0193503
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt082775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038684
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0688
IRS990/TravelGrp/ProgramServicesAmt02069
IRS990/TravelGrp/TotalAmt02757
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08880 RIO SAN DIEGO DRIVE 900
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092108
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.NVTSI.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAURICE WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06198222701
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL VETERANS TRANSITION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0800597403
ReturnHeader/Filer/PhoneNum06198222701
ReturnHeader/Filer/USAddress/AddressLine1Txt08880 RIO SAN DIEGO DRIVE 900
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952694444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONSIDINE & CONSIDINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08989 RIO SAN DIEGO DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921081604
ReturnHeader/PreparerPersonGrp/PhoneNum06192311977
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD HOTZ
ReturnHeader/ReturnTs02022-11-15T15:40:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAURICE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.49$0.17$2.82$2.54$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.90$0.12$2.37$2.36$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$1.05$0.13$2.13$2.00$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.65$0.26$1.94$2.47$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.55$0.27$1.53$1.96$0.42
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.52$0.70$3.30$3.07$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.79$0.45$5.39$5.30$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.66$0.36$3.71$4.06$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.46$0.69$2.74$1.98$0.77
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.41$0.08$3.76$4.47$0.71
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.48$0.63$4.52$4.68$0.16
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.09$0.79$5.46$9.55$4.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$0.20$4.88$6.97
2011Summary only. Only limited summary data is available for this year.$0.75$0.02$0.73$6.25$5.75$0.50
2010Summary only. Only limited summary data is available for this year.$0.39$0.16$1.38$1.15$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits