Civic Intelligence

Climb Transition Services a Non-Profit Corporation

990 • Fiscal year 2021 • EIN 95-3218864

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization ProfileWWW.CLIMBTRANSITIONSERVICES.ORG
2300 W Main StreetAlhambra, CA 91801

(626) 289-5321

Siviq Scores

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

Liabilities / Assets

74th percentile

0.28x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

36th percentile

4.8%

Higher net margin than 36% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$99,496

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-0.8%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$2,095,339

Up $207,267 (+11%) from 2020

Net Assets

Up

$1,499,447

Up $118,040 (+8.5%) from 2020

Liabilities

Up

$595,892

Up $89,227 (+18%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin36th percentile

Revenue

Down

$2,435,945

Down $20,815 (-0.8%) from 2020

Expenses

Up

$2,317,905

Up $343,622 (+17%) from 2020

Net Income

Down

$118,040

Down $364,437 (-76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $325,556Liabilities 2011: $167,154Net Assets 2011: $158,4022011Assets 2012: $327,032Liabilities 2012: $182,195Net Assets 2012: $144,8372012Assets 2013: $330,498Liabilities 2013: $143,889Net Assets 2013: $186,6092013Assets 2014: $382,269Liabilities 2014: $115,112Net Assets 2014: $267,1572014Assets 2015: $486,256Liabilities 2015: $110,871Net Assets 2015: $375,3852015Assets 2016: $592,051Liabilities 2016: $120,400Net Assets 2016: $471,6512016Assets 2017: $806,720Liabilities 2017: $38,427Net Assets 2017: $768,2932017Assets 2018: $870,890Liabilities 2018: $81,452Net Assets 2018: $789,4382018Assets 2019: $1,057,069Liabilities 2019: $158,139Net Assets 2019: $898,9302019Assets 2020: $1,888,072Liabilities 2020: $506,665Net Assets 2020: $1,381,4072020Assets 2021: $2,095,339Liabilities 2021: $595,892Net Assets 2021: $1,499,4472021Assets 2022: $2,287,387Liabilities 2022: $342,646Net Assets 2022: $1,944,7412022Assets 2023: $2,859,891Liabilities 2023: $383,955Net Assets 2023: $2,475,9362023Assets 2024: $3,265,929Liabilities 2024: $378,545Net Assets 2024: $2,887,3842024

Highlighted filing

2021

Assets$2,095,339
Liabilities$595,892
Net Assets$1,499,447
Open 2021 Filing

Operations Trend

Revenue Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $1,994,3282011Expenses 2012: $1,928,0982012Revenue 2013: $1,980,864Expenses 2013: $1,939,092Net Income 2013: $41,7722013Revenue 2014: $1,935,293Expenses 2014: $1,854,745Net Income 2014: $80,5482014Revenue 2015: $1,996,409Expenses 2015: $1,888,181Net Income 2015: $108,2282015Revenue 2016: $1,972,329Expenses 2016: $1,876,063Net Income 2016: $96,2662016Revenue 2017: $2,186,311Expenses 2017: $1,910,430Net Income 2017: $275,8812017Revenue 2018: $2,142,555Expenses 2018: $2,062,001Net Income 2018: $80,5542018Revenue 2019: $2,181,431Expenses 2019: $2,071,939Net Income 2019: $109,4922019Revenue 2020: $2,456,760Expenses 2020: $1,974,283Net Income 2020: $482,4772020Revenue 2021: $2,435,945Expenses 2021: $2,317,905Net Income 2021: $118,0402021Revenue 2022: $2,656,919Expenses 2022: $2,403,570Net Income 2022: $253,3492022Revenue 2023: $3,257,366Expenses 2023: $2,746,063Net Income 2023: $511,3032023Revenue 2024: $3,390,155Expenses 2024: $2,978,707Net Income 2024: $411,4482024

Highlighted filing

2021

Revenue$2,435,945
Expenses$2,317,905
Net Income$118,040
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$2,435,945
Mission and Program Overview

Mission

The organization provides rehabilitation and support services to developmentally disabled and handicapped blind adults for which it receives assistance from the state of california department of developmental services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,340,421$1,451,999▲ $111,578
Savings and Temporary Cash Investments$193,518$230,475▲ $36,957
Accounts Receivable$224,272$210,392▼ $13,880
Land, Buildings, and Equipment, Net$70,539$187,599▲ $117,060
Prepaid Expenses and Deferred Charges$30,993$14,874▼ $16,119
Total Assets$1,888,072$2,095,339▲ $207,267
Other Assets Total$28,329$0▼ $28,329
Liabilities
Accounts Payable and Accrued Expenses$311,842$401,069▲ $89,227
Other Liabilities$194,823$194,823→ $0
Total Liabilities$506,665$595,892▲ $89,227
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,381,407$1,499,447▲ $118,040
Total Net Assets Fund Balance$1,381,407$1,499,447▲ $118,040
Total Liabilities and Net Assets / Fund Balance$1,888,072$2,095,339▲ $207,267

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$97,490$86,432$183,922
Leasehold Improvements$90,109$30,278$120,387
Equipment$0$27,754$27,754
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheryl BarnardoSecretaryPT$92,819$6,677$99,496

Board Members and Trustees

NameTitle
Alexis BoxerPresident & Treasurer
Joann SeamanDirector
Oren Boxer PhdDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$26,000
Program Service Revenue
$2,409,858
Investment Income
$87
Other Revenue
$0
All Other Contributions
$26,000
Change in Net Assets
$118,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,422,553
Other Expenses$895,352
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,150,290$2,628-$1,152,918
Occupancy$146,560$13,324-$159,884
Current Officers, Directors, Trustees, and Key Employees-$99,496-$99,496
Payroll Taxes$83,456$12,266-$95,722
Fees for Services Other$74,920$3,563-$78,483
Other Employee Benefits$68,532--$68,532
Insurance$35,268$17,369-$52,637
Other Expenses$28,778$14,174-$42,952
All Other Expenses$34,540$279-$34,819
Depreciation Depletion$33,562--$33,562
Office Expenses-$31,717-$31,717
Fees for Services Accounting-$20,800-$20,800
Conferences and Meetings$8,082--$8,082
Pension Plan Contributions$5,885--$5,885
Total Functional Expenses$1,897,377$420,528$0$2,317,905
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
Ppp Loan$194,823
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 A, Line 2

“There is a family relationship between alexis boxer, who is an officer, and oren boxer, who is a director.”

Form 990, Part VI, Section A, Line 8B

“Board committee meetings not documented.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

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

“Employees and board members have an obligation to conduct business within guidelines that prohibit actual or potential conflicts of interest. This policy establishes only the framework within which climb transition services (cts) wishes its business to operate. The purpose of these guidelines is to provide general direction so that board members and employees can seek further clarification on issues related to the subject of acceptable standards of operation. An actual or potential conflict of interest occurs when a board member or an employee is in a position to influence a decision that may result in personal gain or gain for a relative as a result of cts's business dealings. For the purpose of this policy, a relative is any person who is related by blood or marriage, or whose relationship with the board member or employee is similar to that of persons who are related by blood or marriage. No presumption of a conflict is created by the mere existence of a relationship with outside firms. However, if a board member or an employee has any influence on any material business transactions, it is imperative that he or she discloses to an officer of the organization as soon as possible the existence of any actual or potential conflict of interest so that safeguards can be established to protect all parties. The president will make the final determination regarding conflicts of interest and the appropriate actions.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Climb Transition Services
EIN
95-3218864
Phone
6262895321
Address
2300 W MAIN STREET, ALHAMBRA, CA 91801

Signing Officer

Name
Alexis Boxer
Title
President & Treasurer
Phone
6262895321
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexis Boxer
Formed
1977
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
120
Volunteers
3

Preparer

Firm
Windes Inc
Address
POBOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Financial Statement Notes

FORM 990, PART X, LINE 25:

“Ppp loan advance and forgiveness: in march 2020, congress passed the paycheck protection program (ppp), authorizing loans to small business for use in paying employees that they continue to employ throughout the covid-19 pandemic and for rent, utilities, and interest on mortgages. Loans obtained through the ppp are eligible to be forgiven as long as the proceeds are used for qualifying purposes and certain other conditions are met.”

Raw XML Appendix400 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0311842
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0401069
IRS990/AccountsReceivableGrp/BOYAmt0224272
IRS990/AccountsReceivableGrp/EOYAmt0210392
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION PROVIDES REHABILITATION AND SUPPORT SERVICES TO DEVELOPMENTALLY DISABLED AND HANDICAPPED BLIND ADULTS FOR WHICH IT RECEIVES ASSISTANCE FROM THE STATE OF CALIFORNIA DEPARTMENT OF DEVELOPMENTAL SERVICES.
IRS990/AllOtherContributionsAmt026000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0279
IRS990/AllOtherExpensesGrp/ProgramServicesAmt034540
IRS990/AllOtherExpensesGrp/TotalAmt034819
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WINDES
IRS990/BooksInCareOfDetail/PhoneNum05624351191
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03780 KILROY AIRPORT WAY SUITE 600
IRS990/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090806
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01340421
IRS990/CashNonInterestBearingGrp/EOYAmt01451999
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt099496
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt099496
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08082
IRS990/ConferencesMeetingsGrp/TotalAmt08082
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt026000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt087
IRS990/CYOtherExpensesAmt0895352
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02409858
IRS990/CYRevenuesLessExpensesAmt0118040
IRS990/CYSalariesCompEmpBnftPaidAmt01422553
IRS990/CYTotalExpensesAmt02317905
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02435945
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt033562
IRS990/DepreciationDepletionGrp/TotalAmt033562
IRS990/Desc0COMMUNITY BASED PRE-VOCATIONAL DAY PROGRAMS, BEHAVIOR MANAGEMENT TRAINING PROGRAMS FOR INTELLECTUALLY CHALLENGED ADULTS, ADULT DAY PROGRAM WHICH INCLUDES PAID EMPLOYMENT IN THE COMMUNITY OR AT THE CENTER.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0120
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01897377
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020800
IRS990/FeesForServicesAccountingGrp/TotalAmt020800
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03563
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt074920
IRS990/FeesForServicesOtherGrp/TotalAmt078483
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16677
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEXIS BOXER
IRS990/Form990PartVIISectionAGrp/PersonNm1SHERYL BARNARDO
IRS990/Form990PartVIISectionAGrp/PersonNm2OREN BOXER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm3JOANN SEAMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt192819
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02435945
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt017369
IRS990/InsuranceGrp/ProgramServicesAmt035268
IRS990/InsuranceGrp/TotalAmt052637
IRS990/InvestmentIncomeGrp/ExclusionAmt087
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0144464
IRS990/LandBldgEquipBasisNetGrp/BOYAmt070539
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0187599
IRS990/LandBldgEquipCostOrOtherBssAmt0332063
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION PROVIDES REHABILITATION AND SUPPORT SERVICES TO DEVELOPMENTALLY DISABLED AND HANDICAPPED BLIND ADULTS FOR WHICH IT RECEIVES ASSISTANCE FROM THE STATE OF CALIFORNIA DEPARTMENT OF DEVELOPMENTAL SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01381407
IRS990/NetAssetsOrFundBalancesEOYAmt01499447
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01381407
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01499447
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt013324
IRS990/OccupancyGrp/ProgramServicesAmt0146560
IRS990/OccupancyGrp/TotalAmt0159884
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031717
IRS990/OfficeExpensesGrp/TotalAmt031717
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028329
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt068532
IRS990/OtherEmployeeBenefitsGrp/TotalAmt068532
IRS990/OtherExpensesGrp/Desc0GENERAL & ADMIN
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2CLIENT TRANSPORTATION
IRS990/OtherExpensesGrp/Desc3ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0204912
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114174
IRS990/OtherExpensesGrp/ProgramServicesAmt0159030
IRS990/OtherExpensesGrp/ProgramServicesAmt168474
IRS990/OtherExpensesGrp/ProgramServicesAmt228778
IRS990/OtherExpensesGrp/TotalAmt0204912
IRS990/OtherExpensesGrp/TotalAmt1159030
IRS990/OtherExpensesGrp/TotalAmt268474
IRS990/OtherExpensesGrp/TotalAmt342952
IRS990/OtherLiabilitiesGrp/BOYAmt0194823
IRS990/OtherLiabilitiesGrp/EOYAmt0194823
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02628
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01150290
IRS990/OtherSalariesAndWagesGrp/TotalAmt01152918
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012266
IRS990/PayrollTaxesGrp/ProgramServicesAmt083456
IRS990/PayrollTaxesGrp/TotalAmt095722
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05885
IRS990/PensionPlanContributionsGrp/TotalAmt05885
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030993
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014874
IRS990/PrincipalOfficerNm0ALEXIS BOXER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02409858
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02409858
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt066871
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt070
IRS990/PYOtherExpensesAmt0719936
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02389819
IRS990/PYRevenuesLessExpensesAmt0482477
IRS990/PYSalariesCompEmpBnftPaidAmt01254347
IRS990/PYTotalExpensesAmt01974283
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02456760
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0118040
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02409858
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0193518
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0230475
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093871
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02409858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02389819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02179038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02142555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02099280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011220550
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0187
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01371
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt087023
IRS990ScheduleA/OtherIncome509Grp/TotalAmt088394
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99220
IRS990ScheduleA/PublicSupportPY509Pct00.99190
IRS990ScheduleA/PublicSupportTotal509Amt011314421
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02435858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02456690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02180038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02142555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02099280
IRS990ScheduleA/Total509Grp/TotalAmt011314421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02435945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02456760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02181431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02142555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02186311
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011403002
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/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027754
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027754
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt090109
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt030278
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0120387
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt097490
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt086432
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0183922
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0194823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PPP LOAN ADVANCE AND FORGIVENESS: IN MARCH 2020, CONGRESS PASSED THE PAYCHECK PROTECTION PROGRAM (PPP), AUTHORIZING LOANS TO SMALL BUSINESS FOR USE IN PAYING EMPLOYEES THAT THEY CONTINUE TO EMPLOY THROUGHOUT THE COVID-19 PANDEMIC AND FOR RENT, UTILITIES, AND INTEREST ON MORTGAGES. LOANS OBTAINED THROUGH THE PPP ARE ELIGIBLE TO BE FORGIVEN AS LONG AS THE PROCEEDS ARE USED FOR QUALIFYING PURPOSES AND CERTAIN OTHER CONDITIONS ARE MET.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART X, LINE 25:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0187599
IRS990ScheduleD/TotalLiabilityAmt0194823
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS A FAMILY RELATIONSHIP BETWEEN ALEXIS BOXER, WHO IS AN OFFICER, AND OREN BOXER, WHO IS A DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD COMMITTEE MEETINGS NOT DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMPLOYEES AND BOARD MEMBERS HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THIS POLICY ESTABLISHES ONLY THE FRAMEWORK WITHIN WHICH CLIMB TRANSITION SERVICES (CTS) WISHES ITS BUSINESS TO OPERATE. THE PURPOSE OF THESE GUIDELINES IS TO PROVIDE GENERAL DIRECTION SO THAT BOARD MEMBERS AND EMPLOYEES CAN SEEK FURTHER CLARIFICATION ON ISSUES RELATED TO THE SUBJECT OF ACCEPTABLE STANDARDS OF OPERATION. AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OCCURS WHEN A BOARD MEMBER OR AN EMPLOYEE IS IN A POSITION TO INFLUENCE A DECISION THAT MAY RESULT IN PERSONAL GAIN OR GAIN FOR A RELATIVE AS A RESULT OF CTS'S BUSINESS DEALINGS. FOR THE PURPOSE OF THIS POLICY, A RELATIVE IS ANY PERSON WHO IS RELATED BY BLOOD OR MARRIAGE, OR WHOSE RELATIONSHIP WITH THE BOARD MEMBER OR EMPLOYEE IS SIMILAR TO THAT OF PERSONS WHO ARE RELATED BY BLOOD OR MARRIAGE. NO PRESUMPTION OF A CONFLICT IS CREATED BY THE MERE EXISTENCE OF A RELATIONSHIP WITH OUTSIDE FIRMS. HOWEVER, IF A BOARD MEMBER OR AN EMPLOYEE HAS ANY INFLUENCE ON ANY MATERIAL BUSINESS TRANSACTIONS, IT IS IMPERATIVE THAT HE OR SHE DISCLOSES TO AN OFFICER OF THE ORGANIZATION AS SOON AS POSSIBLE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. THE PRESIDENT WILL MAKE THE FINAL DETERMINATION REGARDING CONFLICTS OF INTEREST AND THE APPROPRIATE ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01888072
IRS990/TotalAssetsEOYAmt02095339
IRS990/TotalAssetsGrp/BOYAmt01888072
IRS990/TotalAssetsGrp/EOYAmt02095339
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt026000
IRS990/TotalEmployeeCnt0120
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0420528
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01897377
IRS990/TotalFunctionalExpensesGrp/TotalAmt02317905
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0506665
IRS990/TotalLiabilitiesEOYAmt0595892
IRS990/TotalLiabilitiesGrp/BOYAmt0506665
IRS990/TotalLiabilitiesGrp/EOYAmt0595892
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01381407
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01499447
IRS990/TotalOtherCompensationAmt06677
IRS990/TotalProgramServiceExpensesAmt01897377
IRS990/TotalProgramServiceRevenueAmt02409858
IRS990/TotalReportableCompFromOrgAmt092819
IRS990/TotalRevenueGrp/ExclusionAmt087
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02409858
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02435945
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01888072
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02095339
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02300 W MAIN STREET
IRS990/USAddress/CityNm0ALHAMBRA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091801
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.CLIMBTRANSITIONSERVICES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXIS BOXER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06262895321
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLIMB TRANSITION SERVICES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A NON-PROFIT CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0CLIM
ReturnHeader/Filer/EIN0953218864
ReturnHeader/Filer/PhoneNum06262895321
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 W MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0ALHAMBRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POBOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908010087
ReturnHeader/PreparerPersonGrp/PhoneNum05624351191
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONITA M JOSEPH
ReturnHeader/ReturnTs02022-11-15T17:11:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOXER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,095,339
Liabilities
$595,892
Net assets
$1,499,447
Revenue
$2,435,945
Expenses
$2,317,905
Net income
$118,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.38$2.89$3.39$2.98$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.86$0.38$2.48$3.26$2.75$0.51
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.34$1.94$2.66$2.40$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.60$1.50$2.44$2.32$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.51$1.38$2.46$1.97$0.48
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.16$0.90$2.18$2.07$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.08$0.79$2.14$2.06$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.04$0.77$2.19$1.91$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.12$0.47$1.97$1.88$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.11$0.38$2.00$1.89$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.12$0.27$1.94$1.85$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.14$0.19$1.98$1.94$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.18$0.14$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.17$0.16$1.99