Upward Transitions Inc

Organization Overview

Upward Transitions Inc is located in Oklahoma City, OK. The organization was established in 1965. According to its NTEE Classification (P61) the organization is classified as: Travelers Aid, under the broad grouping of Human Services and related organizations. As of 06/2022, Upward Transitions Inc employed 14 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upward Transitions Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2022, Upward Transitions Inc generated $1.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.8% each year. All expenses for the organization totaled $1.2m during the year ending 06/2022. While expenses have increased by 2.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

TO PREVENT GENERATIONAL PROVERTY THROUGH COMMUNITY COLLABORATION, EMERGENCY RELIEF AND EMPOWERMENT, THEREFORE INSPIRING HOPE WITH OUR NEIGHBORS EXPERIENCING HOUSING INSTABILITY.

Describe the Organization's Program Activity:

Part 3 - Line 4a

COMMUNITY OUTREACH PROGRAM - THIS PROGRAM PROVIDED 3,292 PERSONS WITH TRANSPORTATION ASSISTANCE, GOVERNMENT APPROVED IDENTIFICATION CARDS/REPLACEMENT DRIVERS LICENSES, RENTAL ASSISTANCE AND UTILITY ASSISTANCE.TRANSPORTATION ASSISTANCE WAS PROVIDED TO THOSE WHO DO AND DO NOT OWN THEIR TRANSPORTATION. FOR THOSE WHO DO OWN THEIR OWN TRANSPORTATION AND CAN SHOW PROOF OF A DRIVER'S LICENSE AND AUTO INSURANCE, WE WILL ISSUE GAS CARDS FOR SOCIAL SERVICE AND MEDICAL APPOINTMENTS AND/OR THOSE WHO HAVE RECENTLY SECURED EMPLOYMENT AND REQUIRE ASSISTANCE TO PURCHASE FUEL UNTIL THEY RECEIVE THEIR FIRST PAYCHECK. GAS CARDS WERE ISSUED TO 23 CLIENTS DURING FY22. FOR THOSE WITHOUT THEIR OWN TRANSPORTATION, WE ISSUE BUS PASSES. BUS PASSES WERE ISSUED TO 413 CLIENTS FOR JOB INTERVIEWS, SOCIAL SERVICE AND MEDICAL APPOINTMENTS, AND TRANSPORTATION TO AND FROM WORK. TRANSPORTATION ASSISTANCE IS ALSO PROVIDED TO PERSONS WHO ARE STRANDED AND THOSE WHO ARE VICTIMS OF DOMESTIC VIOLENCE OR HUMAN TRAFFICKING. THOSE WITH THEIR OWN TRANSPORTATION ARE ISSUED GAS VOUCHERS AND THOSE WITHOUT ARE PROVIDED WITH BUS TICKETS TO THEIR DESTINATION; THEREBY RECONNECTING THEM WITH THEIR SUPPORT SYSTEMS.MANY OF THE CLIENTS SERVED COME TO UPWARD TRANSITIONS (UT) TO OBTAIN BIRTH CERTIFICATES OR GOVERNMENT IDENTIFICATION CREDENTIALS. SEVEN HUNDRED EIGHTY-NINE (789) BIRTH CERTIFICATES WERE ORDERED, 588 WERE RECEIVED AND 450 WERE PICKED UP BY CLIENTS; A 76.5% PICK UP RATE. ONE THOUSAND SEVENTY (1,070) GOVERNMENT IDENTIFICATION CARDS OR REPLACEMENT DRIVER LICENSES WERE AUTHORIZED AND 539 CLIENTS PICKED THEM UP; A 50.4% PICK UP RATE. THIS IS AN IMPORTANT FIRST STEP IN ACCESSING HOUSING ASSISTANCE, EMPLOYMENT, AND PUBLIC ASSISTANCE.UT'S RENTAL ASSISTANCE PROGRAM PAID THE FIRST MONTH'S RENT MAKING IT POSSIBLE FOR FOUR (4) HOUSEHOLDS WITH 9 PEOPLE TO OBTAIN HOUSING AND PAID PAST DUE RENT FOR 548 PEOPLE LIVING IN 178 HOUSEHOLDS TO HALT EVICTION. UT'S RENTAL DEPOSIT PROGRAM MADE IT POSSIBLE FOR 14 PEOPLE IN 5 HOUSEHOLDS TO OBTAIN PUBLIC HOUSING AND 185 PEOPLE IN 69 HOUSEHOLDS TO OBTAIN PRIVATE HOUSING. UT'S UTILITY ASSISTANCE PROGRAM PRESERVED OR RESTORED ELECTRICITY, GAS AND/OR WATER FOR 422 PEOPLE LIVING IN 143 HOUSEHOLDS.


TRAVELERS AID - THIS PROGRAM OPERATES INFORMATION BOOTHS ON THE LOWER AND UPPER LEVELS OF WILL ROGERS WORLD AIRPORT TO OFFER TRAVELERS FRIENDLY, PROMPT AND ACCURATE ASSISTANCE. UT RECRUITS AND TRAINS VOLUNTEERS TO PROVIDE VISITORS WITH GENERAL AIRPORT AND AREA INFORMATION; HELP VISITORS OBTAIN SOCIAL SERVICE ASSISTANCE INCLUDING TRANSPORTATION OR SHELTER FOR STRANDED TRAVELERS AND VICTIMS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING; AND AID VISITORS REQUIRING SPECIAL ASSISTANCE INCLUDING HEARING AND VISUAL IMPAIRMENT ASSISTANCE AND WHEELCHAIR ASSISTANCE. TYPICALLY, 23 VOLUNTEERS STAFF THE BOOTHS FROM 10AM TO 10PM 365 DAYS A YEAR, SPENDING 5,308 HOURS SERVING 95,628 VISITORS IN FY22.


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Board, Officers & Key Employees

Name (title)Compensation
Periann Pulliam
CEO
$77,720
Bob Lane
President
$0
Melinda Merideth
Treasurer
$0
Brandon Kemp
Vice President
$0
Giselle Leon
Secretary
$0
Taylor Fudge
President Elect
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$139,026
Related organizations$374,649
Government grants $404,424
All other contributions, gifts, grants, and similar amounts not included above$323,114
Noncash contributions included in lines 1a–1f $46,873
Total Revenue from Contributions, Gifts, Grants & Similar$1,241,213
Total Program Service Revenue$1,826
Investment income $2,050
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $51,286
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $1,296,375

Grants Recieved

Over the last fiscal year, we have identified 11 grants that Upward Transitions Inc has recieved totaling $128,967.

Awarding OrganizationAmount
Love Meyer Family Foundation

Oklahoma City, OK

PURPOSE: GENERAL SUPPORT

$60,000
Anne And Henry Zarrow Foundation

Tulsa, OK

PURPOSE: GENERAL OPERATING EXPENSES

$25,000
Sarkeys Foundation

Norman, OK

PURPOSE: COMMUNITY OUTREACH PROGRAM

$20,000
E L And Thelma Gaylord Foundation

Oklahoma City, OK

PURPOSE: GENERAL PURPOSE

$10,000
Robert A Parman Foundation

Oklahoma City, OK

PURPOSE: ASSISTANCE OR CARE OF PERSONS IN NEED AND WHO ARE RESIDENTS OF THE STATE OF OKLAHOMA

$10,000
David And Kim Rainbolt Foundation

Oklahoma City, OK

PURPOSE: FINANCIAL SUPPORT

$1,250
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$12,835
Earnings-$2,234
Ending Balance$10,601

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