Civic Intelligence

Refugee & Immigrant Transitions

990 • Fiscal year 2015 • EIN 94-3112099

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

870 Market StreetSan Francisco, CA 94102

(415) 989-2151

Siviq Scores

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

Liabilities / Assets

60th percentile

0.10x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

53rd percentile

4.2%

Higher net margin than 53% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

81st percentile

$78,573

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$416,435

Up $47,752 (+13%) from 2014

Net Assets

Up

$376,072

Up $38,925 (+12%) from 2014

Liabilities

Up

$40,363

Up $8,827 (+28%) from 2014

Revenue

Up

$919,276

Up $162,016 (+21%) from 2014

Expenses

Up

$880,351

Up $118,608 (+16%) from 2014

Net Income

Up

$38,925

Up $43,408 (+968%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $399,959Liabilities 2011: $11,093Net Assets 2011: $388,8662011Assets 2012: $389,554Liabilities 2012: $23,072Net Assets 2012: $366,4822012Assets 2013: $356,809Liabilities 2013: $15,179Net Assets 2013: $341,6302013Assets 2014: $368,683Liabilities 2014: $31,536Net Assets 2014: $337,1472014Assets 2015: $416,435Liabilities 2015: $40,363Net Assets 2015: $376,0722015Assets 2016: $317,112Liabilities 2016: $34,297Net Assets 2016: $282,8152016Assets 2017: $548,026Liabilities 2017: $72,874Net Assets 2017: $475,1522017Assets 2018: $635,672Liabilities 2018: $74,353Net Assets 2018: $561,3192018Assets 2019: $621,163Liabilities 2019: $71,904Net Assets 2019: $549,2592019Assets 2020: $1,036,168Liabilities 2020: $233,661Net Assets 2020: $802,5072020Assets 2021: $1,110,369Liabilities 2021: $185,302Net Assets 2021: $925,0672021Assets 2022: $1,400,089Liabilities 2022: $299,557Net Assets 2022: $1,100,5322022Assets 2023: $1,558,150Liabilities 2023: $361,404Net Assets 2023: $1,196,7462023Assets 2024: $1,404,865Liabilities 2024: $447,395Net Assets 2024: $957,4702024

Highlighted filing

2015

Assets$416,435
Liabilities$40,363
Net Assets$376,072

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $515,339Expenses 2011: $513,474Net Income 2011: $1,8652011Revenue 2012: $538,687Expenses 2012: $561,071Net Income 2012: -$22,3842012Revenue 2013: $701,078Expenses 2013: $671,469Net Income 2013: $29,6092013Revenue 2014: $757,260Expenses 2014: $761,743Net Income 2014: -$4,4832014Revenue 2015: $919,276Expenses 2015: $880,351Net Income 2015: $38,9252015Revenue 2016: $432,300Expenses 2016: $525,557Net Income 2016: -$93,2572016Revenue 2017: $1,295,251Expenses 2017: $1,104,743Net Income 2017: $190,5082017Revenue 2018: $1,365,207Expenses 2018: $1,280,786Net Income 2018: $84,4212018Revenue 2019: $1,303,585Expenses 2019: $1,315,645Net Income 2019: -$12,0602019Revenue 2020: $1,706,995Expenses 2020: $1,453,747Net Income 2020: $253,2482020Revenue 2021: $1,744,201Expenses 2021: $1,621,641Net Income 2021: $122,5602021Revenue 2022: $2,248,278Expenses 2022: $2,072,813Net Income 2022: $175,4652022Revenue 2023: $2,583,271Expenses 2023: $2,487,057Net Income 2023: $96,2142023Revenue 2024: $2,524,214Expenses 2024: $2,763,490Net Income 2024: -$239,2762024

Highlighted filing

2015

Revenue$919,276
Expenses$880,351
Net Income$38,925
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Gross Receipts
$919,276
Mission and Program Overview

Mission

Refugee & Immigrant Transitions (RIT), formerly Refugee Transitions, was founded in 1982 as the Refugee Womens Program. RIT is a 501(c)3 nonprofit agency providing free education, family engagement, and community leadership program services to people who have sought refuge in the U.S.Our students have experienced forced migration due to war, violence, persecution, and/or extreme economic hardship. Despite the adversity they have gone through, as well as the major challenges they face here in the U.S., our students inspire us daily with their courage and commitment. Our work is rooted in a strengths-based approach, where we cultivate mutually beneficial cross-cultural relationships and create opportunities for newcomer leadership.Our mission is to welcome and partner with people who have sought refuge, employing strengths-based educational approaches and community supports so they may thrive in our shared communities.Our vision is to see all newcomers thrive and become full, participati

Refugee Transitions is a community-based nonprofit agency serving high-need, low income refugee, asylee, and immigrant newcomers. Based in the San Francisco Bay Area, RT provides education, family engagement, and community leadership programs that help newcomers become self-sufficient and successful in their new communities. A key component of our work over the last 30 years has been fostering cross-cultural relationships between receiving and newcomer communities. RTs vision is to see all newcomers thrive and become full, participating members of our shared communities. Our mission is to assist refugee, asylee, and immigrant newcomers in becoming self-sufficient in the U.S. by providing services that help them attain the English language, life, job, and academic skills they need to succeed in their new communities. We believe in the power of education to unlock opportunity, and we provide solutions that are transformative for students and volunteers alike. We believe that refugee, asy

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$216,877$173,715▼ $43,162
Accounts Receivable$53,412$120,290▲ $66,878
Cash and Non-Interest-Bearing Accounts$79,689$103,003▲ $23,314
Prepaid Expenses and Deferred Charges$8,789$11,260▲ $2,471
Land, Buildings, and Equipment, Net$4,635$2,886▼ $1,749
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$368,683$416,435▲ $47,752
Other Assets Total$5,281$5,281→ $0
Liabilities
Accounts Payable and Accrued Expenses$31,536$31,703▲ $167
Deferred Revenue-$8,660-
Total Liabilities$31,536$40,363▲ $8,827
Net Assets / Fund Balance
Unrestricted Net Assets$337,147$348,072▲ $10,925
Temporarily Rstr Net Assets-$28,000-
Total Net Assets Fund Balance$337,147$376,072▲ $38,925
Total Liabilities and Net Assets / Fund Balance$368,683$416,435▲ $47,752

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,885$16,840$19,725
Other Land Buildings$1-$1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Laura VaudreuilExecutive DirectorFT$78,573$78,573

Board Members and Trustees

NameTitle
Stephen N RobertsBoard Chair
Brenna Marea PowellBoard Member
Christopher LoperenaBoard Member
Dawn AngeloBoard Member
Jenni Yoshida SmithBoard Member
Melissa KreisaBoard Member
Nilima PatelBoard Member
Yuliya A OryolBoard Member
Jillian SpindleDirector
Ko Ko LayDirector
Yaacov SilbermanCOO
Sri AnandaCPO
Nabeel AhmedTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$668,732
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$250,543
All Other Contributions
$382,059
Change in Net Assets
$38,925

Audited Revenue Reconciliation

Revenue per Audited Statements
$919,276
Total Revenue per Audited Statements
$919,276
Total Revenue per Form 990
$919,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$539,786
Other Expenses$316,299
Total Fundraising Expense$115,154
Grants and Similar Amounts Paid$24,266
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$291,932$18,763$56,084$366,779
Current Officers, Directors, Trustees, and Key Employees$62,539$4,020$12,014$78,573
Other Employee Benefits$43,707$4,326$9,858$57,891
Occupancy$36,366$1,764$5,692$43,822
Payroll Taxes$29,100$1,925$5,518$36,543
Grants to Domestic Orgs$24,266--$24,266
All Other Expenses$16,722$658$1,133$18,513
Other Expenses$12,382$4,447$17,824$12,382
Fees for Services Other$1,864$119$378$2,361
Depreciation Depletion-$1,750-$1,750
Total Functional Expenses$714,666$50,531$115,154$880,351

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$880,351
Total Expenses per Audited Statements$880,351
Total Expenses per Form 990$880,351
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
PARS Equality CenterMenlo Park, CA--$12,500
Good Samaritan Family ResourcSan Francisco, CA--$8,866
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft of the 990 will be provided to the board members before filling with the IRS and the State of California.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Upon request for financial statements, the organization will provide a copy of the 990.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization's website and fund-raising material states that financial statements will be provided to any prospective donor.

Filing and Contact Details

Filer

Filer Name
Refugee Transitions
EIN
94-3112099
Phone
4159892151
Address
870 Market Street, San Francisco, CA 94102

Signing Officer

Name
Laura Vaudreuil
Title
Executive Director
Signed
2016-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
13

Preparer

Firm
Lamorena & Chang CPA
Address
22 BATTERY ST STE 412, SAN FRANCISCO, CA 94111
Preparer
Steven Chang
Phone
4157818441
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Income taxesThe organization has evaluated its current tax positions as of December 31, 2015 and is not aware of any significant uncertain tax position for which a reserve would be necessary.

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IRS990/Form990PartVIISectionAGrp/PersonNm13Laura Vaudreuil
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IRS990/MissionDesc0Refugee Transitions is a community-based nonprofit agency serving high-need, low income refugee, asylee, and immigrant newcomers. Based in the San Francisco Bay Area, RT provides education, family engagement, and community leadership programs that help newcomers become self-sufficient and successful in their new communities. A key component of our work over the last 30 years has been fostering cross-cultural relationships between receiving and newcomer communities. RTs vision is to see all newcomers thrive and become full, participating members of our shared communities. Our mission is to assist refugee, asylee, and immigrant newcomers in becoming self-sufficient in the U.S. by providing services that help them attain the English language, life, job, and academic skills they need to succeed in their new communities. We believe in the power of education to unlock opportunity, and we provide solutions that are transformative for students and volunteers alike. We believe that refugee, asy
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IRS990/ProgSrvcAccomActy2Grp/Desc0Adult Services: Education Language and Literacy Program and Newcomer Community Engagement Program. Of the 1,899 newcomers RT served in 2015, approximately 31% or 593 were adults. RT's adult programs included: home-based tutoring, adult classes, family support/case management, family programming (community events, workshops, field trips), and community leadership opportunities. Outcomes for our adult programming are excellent. Beginning level language learners consistently scored above State language development goals and averages according to the Comprehensive Adult Student Assessment System. In addition, over 88% of adult students tested passed performance-based assessments that measure knowledge gains of life skills needed to become self-sufficient in their new communities. In addition, outcomes from our social and linguistic isolation surveys indicate a significant increase in our students confidence using English and ability to make appointments, fill out forms, and read instructions in English. Further, as an important aspect of our community leadership work, our students are teaching other newcomers what they are learning in our program and helping them navigate their new communities. For more details, please visit our website at www.reftrans.org.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.45$0.96$2.52$2.76$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.36$1.20$2.58$2.49$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.30$1.10$2.25$2.07$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.19$0.93$1.74$1.62$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.23$0.80$1.71$1.45$0.25
2019Summary only. Only limited summary data is available for this year.$0.62$0.07$0.55$1.30$1.32$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.07$0.56$1.37$1.28$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.07$0.48$1.30$1.10$0.19
2016Summary only. Only limited summary data is available for this year.$0.32$0.03$0.28$0.43$0.53$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.04$0.38$0.92$0.88$0.04
2014Summary only. Only limited summary data is available for this year.$0.37$0.03$0.34$0.76$0.76$0.00
2013Summary only. Only limited summary data is available for this year.$0.36$0.02$0.34$0.70$0.67$0.03
2012Summary only. Only limited summary data is available for this year.$0.39$0.02$0.37$0.54$0.56$0.02
2011Summary only. Only limited summary data is available for this year.$0.40$0.01$0.39$0.52$0.51$0.00
Peer Organizations

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