Civic Intelligence

Transitions Foundation-Nc Inc

EIN 82-2538820 • 501(c)3 • Wilmington, NC

Profile

Tax Exempt Purpose Explanation- Prepare students with autism spectrum disorder with skills necessary to complete post-secondary education through vocational education and training while being contributing members of their communities.

1011 Shallowford DriveWilmington, NC 28412
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.14x

Higher debt load relative to assets than 74% of similar nonprofits.

NTEE P80 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

NTEE P80 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-7.6%

Higher net margin than 24% of similar nonprofits.

NTEE P80 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$21,775

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 46.7% of source-year revenue.

NTEE P80 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-57%

Faster asset growth than 13% of similar nonprofits.

NTEE P80 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-41%

Faster revenue growth than 15% of similar nonprofits.

NTEE P80 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$3,645

Down $4,853 (-57%) from 2023

Liabilities

Down

$497

Down $1,297 (-72%) from 2023

Net Assets

Down

$3,148

Down $3,556 (-53%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin24th percentile

Revenue

Down

$46,669

Down $32,176 (-41%) from 2023

Expenses

Down

$50,225

Down $37,696 (-43%) from 2023

Net Income

Up

-$3,556

Up $5,520 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2018: $14,845Liabilities 2018: $7292018Assets 2019: $18,318Liabilities 2019: $1,907Net Assets 2019: $16,4112019Assets 2020: $16,787Liabilities 2020: $13,1082020Assets 2021: $17,101Liabilities 2021: $13,2002021Assets 2022: $17,864Liabilities 2022: $2,084Net Assets 2022: $15,7802022Assets 2023: $8,498Liabilities 2023: $1,794Net Assets 2023: $6,7042023Assets 2024: $3,645Liabilities 2024: $497Net Assets 2024: $3,1482024

Highlighted filing

2024

Assets$3,645
Liabilities$497
Net Assets$3,148
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2018: $6,587Expenses 2018: $6,232Net Income 2018: $3552018Revenue 2019: $81,224Expenses 2019: $78,929Net Income 2019: $2,2952019Revenue 2020: $74,736Expenses 2020: $87,469Net Income 2020: -$12,7332020Revenue 2021: $102,005Expenses 2021: $101,784Net Income 2021: $2212021Revenue 2022: $121,340Expenses 2022: $109,461Net Income 2022: $11,8792022Revenue 2023: $78,845Expenses 2023: $87,921Net Income 2023: -$9,0762023Revenue 2024: $46,669Expenses 2024: $50,225Net Income 2024: -$3,5562024

Highlighted filing

2024

Revenue$46,669
Expenses$50,225
Net Income-$3,556
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,645
Liabilities
$497
Net assets
$3,148
Revenue
$46,669
Expenses
$50,225
Net income
-$3,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.03$0.47$0.50$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.02$0.07$0.79$0.88$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$1.21$1.09$0.12
2021Summary only. Only limited summary data is available for this year.$0.17$0.13$1.02$1.02$0.00
2020Summary only. Only limited summary data is available for this year.$0.17$0.13$0.75$0.87$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$0.81$0.79$0.02
2018Summary only. Only limited summary data is available for this year.$0.15$0.01$0.07$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 15, 2025
Return Version
2023v6.0
Gross Receipts
$46,669
Mission and Program Overview

Mission

Tax Exempt Purpose Explanation- Prepare students with autism spectrum disorder with skills necessary to complete post-secondary education through vocational education and training while being contributing members of their communities.

Program Services

DescriptionGrantsExpenses
Students maintained above a B average. Three students are graduating this spring. One student is graduating from High Point University one from UNCW and one from CFCC.$0$46,669
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Meredith MoatesExecutive Director Of CurriculumFT$21,775-$21,775
Monica HerrickExecutive Director Of AdministrationFT$15,090-$15,090
Marybeth BobakPresident Board Chair-$0--
Sonia JohnsonChief Financial Officer-$0--
Peggy NeedhamStudent Support-$0--
Filing and Contact Details

Filer

Filer Name
Transitions Foundation-nc Inc
EIN
82-2538820
In Care Of
% Monica Herrick
Address
1011 Shallowford Drive, WILMINGTON, NC 28412

Signing Officer

Name
Monica Herrick
Title
Executive Director of Administrati
Signed
2025-02-15
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| All other operational expenses not listed on Form 990EZ, $7091|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Other assets, $319, $319| AR-Employee portion of FICA Taxes-7.65%, $0, $2106|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Payroll Liabilities, $1794, $497|”

Raw XML Appendix163 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Peggy Needham
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Monica Herrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chief Financial Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Student Support
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Director of Administration
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt02425
IRS990EZ/OtherExpensesTotalAmt07091
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Tax Exempt Purpose Explanation- Prepare students with autism spectrum disorder with skills necessary to complete post-secondary education through vocational education and training while being contributing members of their communities.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07600
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| All other operational expenses not listed on Form 990EZ, $7091|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, BOYAmount:, EOYAmount:| Other assets, $319, $319| AR-Employee portion of FICA Taxes-7.65%, $0, $2106|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Payroll Liabilities, $1794, $497|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Monica Herrick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director of Administrati
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSITIONS FOUNDATION-NC INC
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0822538820
ReturnHeader/Filer/ForeignPhoneNum09102699294
ReturnHeader/Filer/InCareOfNm0% Monica Herrick
ReturnHeader/Filer/USAddress/AddressLine1Txt01011 Shallowford Drive
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028412
ReturnHeader/ReturnTs02025-02-15T10:34:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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