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.
Form
990
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Periann Pulliam CEO | OfficerTrustee | 40 | $77,720 |
Bob Lane President | OfficerTrustee | 1 | $0 |
Melinda Merideth Treasurer | OfficerTrustee | 1 | $0 |
Brandon Kemp Vice President | OfficerTrustee | 1 | $0 |
Giselle Leon Secretary | OfficerTrustee | 1 | $0 |
Taylor Fudge President Elect | OfficerTrustee | 1 | $0 |
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 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $416,687 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $76,097 |
Compensation of current officers, directors, key employees. | $25,873 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $370,727 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $60,855 |
Payroll taxes | $34,182 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $18,244 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $4,873 |
Advertising and promotion | $0 |
Office expenses | $23,112 |
Information technology | $17,121 |
Royalties | $0 |
Occupancy | $22,444 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $27,588 |
Insurance | $17,020 |
All other expenses | $3,185 |
Total functional expenses | $1,213,327 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $137,512 |
Savings and temporary cash investments | $412,983 |
Pledges and grants receivable | $350,000 |
Accounts receivable, net | $121,448 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $4,954 |
Net Land, buildings, and equipment | $735,070 |
Investments—publicly traded securities | $0 |
Investments—other securities | $10,601 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $1,772,568 |
Accounts payable and accrued expenses | $29,904 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $29,904 |
Net assets without donor restrictions | $1,382,063 |
Net assets with donor restrictions | $360,601 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $1,772,568 |
Over the last fiscal year, we have identified 11 grants that Upward Transitions Inc has recieved totaling $128,967.
Awarding Organization | Amount |
---|---|
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 |
Beg. Balance | $12,835 |
Earnings | -$2,234 |
Ending Balance | $10,601 |
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