2025-04-07T11:51:56-05:00 2024-06-30 731049855 ENGELBACH ROBERTS & CO PLLC 4000 CLASSEN CTR STE 100C OKLAHOMA CITY OK 73118 990 2023-07-01 730590277 UPWARD TRANSITIONS INC UPWA 4052325507 1134 W MAIN ST OKLAHOMA CITY OK 731067847 PERIANN PULLIAM CEO 4052325507 2025-04-07 1 0 DENNIS D GALYON P00265411 4055284000 2023 2025-03-06 01:10:19Z PERIANN PULLIAM 1134 W MAIN ST OKLAHOMA CITY OK 731067847 1237582 0 X WWW.UPWARDTRANSITIONS.ORG X 1927 OK TO PREVENT GENERATIONAL PROVERTY THROUGH COMMUNITY COLLABORATION, EMERGENCY RELIEF AND EMPOWERMENT, THEREFORE INSPIRING HOPE WITH OUR NEIGHBORS EXPERIENCING HOUSING INSTABILITY. 20 20 13 150 0 0 1522077 1089177 1558 6477 2273 5257 62374 70094 1588282 1171005 525915 496327 0 0 548470 600169 0 0 89340 230614 198856 1304999 1295352 283283 -124347 2057555 1927847 31150 24841 2026405 1903006 X THE AGENCY FULFILLED THIS MISSION BY PROVIDING A HAND UP TO 4,025 SUCH PERSONS IN THE OKC METRO AREA. THOSE HELPED INCLUDED FAMILIES AND INDIVIDUALS RECEIVING CASE MANAGEMENT, TRANSPORTATION ASSISTANCE, RENT AND UTILITY ASSISTANCE, EMERGENCY TRAVEL ASSISTANCE DUE TO DOMESTIC VIOLENCE AND HUMAN TRAFFICKING, AND REPLACEMENT/RETRIEVAL OF LEGAL DOCUMENTS LIKE BIRTH CERTIFICATES AND DRIVER LICENSES NEEDED FOR EMPLOYMENT, HOUSING, AND PUBLIC ASSISTANCE. THESE FORMS OF HELP MADE IT POSSIBLE FOR REFERRED CLIENTS WHO ARE HOMELESS OR ON THE VERGE OF BECOMING SO TO COMPLETE THE PROGRAMS OF REFERRAL AGENCIES AND OBTAIN AND/OR PRESERVE THEIR PLACE CALLED HOME. OUR GOAL IS TO NOT ONLY PLACE THEM ON A PATH TO SELF-SUFFICIENCY BUT TO PLACE THEM ON A PATH TO SUSTAINABLE SELF-SUFFICIENCY. 0 0 1064705 496327 6477 COMMUNITY OUTREACH PROGRAM - THIS PROGRAM PROVIDED 4,025 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 25 CLIENTS DURING FY24. FOR THOSE WITHOUT THEIR OWN TRANSPORTATION, WE ISSUE BUS PASSES. BUS PASSES WERE ISSUED TO 529 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. 1,112 BIRTH CERTIFICATES WERE ORDERED, 972 WERE RECEIVED AND 782 WERE PICKED UP BY CLIENTS; AN 80.5% PICK UP RATE. 1,619 GOVERNMENT IDENTIFICATION CARDS OR REPLACEMENT DRIVER LICENSES WERE AUTHORIZED AND 1,089 CLIENTS PICKED THEM UP; A 67.3% 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 15 PEOPLE TO OBTAIN HOUSING AND PAID PAST DUE RENT FOR 806 PEOPLE LIVING IN 204 HOUSEHOLDS TO HALT EVICTION. UT'S RENTAL DEPOSIT PROGRAM MADE IT POSSIBLE FOR 138 PEOPLE IN 58 HOUSEHOLDS TO OBTAIN PUBLIC HOUSING AND 15 PEOPLE IN 5 HOUSEHOLDS TO OBTAIN PRIVATE HOUSING. UT'S UTILITY ASSISTANCE PROGRAM PRESERVED OR RESTORED ELECTRICITY, GAS AND/OR WATER FOR 181 PEOPLE LIVING IN 61 HOUSEHOLDS. 75705 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, 35 VOLUNTEERS STAFF THE BOOTHS FROM 10AM TO 10PM 365 DAYS A YEAR, SPENDING 6,398 HOURS SERVING 157,689 VISITORS IN FY24. 1140410 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 85 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X THE ORGANIZATION 4052325507 1134 W MAIN ST OKLAHOMA CITY OK 731067847 BRANDON KEMP PRESIDENT 1.00 X X 0 0 0 MELINDA MERIDETH PRESIDENT ELECT 1.00 X X 0 0 0 DANA GIROUX VICE PRESIDENT 1.00 X X 0 0 0 MELANIE RAMSEYER TREASURER 1.00 X X 0 0 0 A J SINGER SECRETARY 1.00 X X 0 0 0 TAYLOR FUDGE PAST PRESIDENT 1.00 X 0 0 0 MARKIE BERG BOARD MEMBER 1.00 X 0 0 0 MEAGAN CARTER BOARD MEMBER 1.00 X 0 0 0 SHANEQUAH BRISON BOARD MEMBER 1.00 X 0 0 0 COREY COLEMAN BOARD MEMBER 1.00 X 0 0 0 TRENT RILEY BOARD MEMBER 1.00 X 0 0 0 SIMON BRIGHT BOARD MEMBER 1.00 X 0 0 0 LANEKA WILSON BOARD MEMBER 1.00 X 0 0 0 ANDREA WEIG BOARD MEMBER 1.00 X 0 0 0 PERIANN PULLIAM CEO 40.00 X X 78257 0 0 DAVID DANI BOARD MEMBER 1.00 X 0 0 0 STEPHANIE HARRIS BOARD MEMBER 1.00 X 0 0 0 FRANK HINTON BOARD MEMBER 1.00 X 0 0 0 CASEY JOHNSON BOARD MEMBER 1.00 X 0 0 0 JONICA JOHNSON BOARD MEMBER 1.00 X 0 0 0 SARAH LUCY BOARD MEMBER 1.00 X 0 0 0 78257 0 0 0 0 0 0 0 67268 381509 290622 349778 52481 1089177 PROGRAM CLIENT REFUNDS 900099 6477 6477 6477 5257 5257 136671 67268 66577 70094 70094 1171005 6477 0 75351 496327 496327 79506 47703 21467 10336 414498 376343 21837 16318 65943 58491 2180 5272 40222 32573 1994 5655 25539 21453 2043 2043 5451 4579 436 436 22066 14639 1424 6003 26861 20118 1941 4802 29821 25120 2372 2329 26259 22058 2100 2101 17099 14329 1405 1365 MISCELLANEOUS 23704 6677 6403 10624 CONSULTANT 12042 12042 AUDIO VISUAL 5847 5847 PRINTING AND ARTWORK 4167 4167 1295352 1140410 65602 89340 371307 255610 415257 420515 360000 343750 187375 209664 4857 4860 945954 264513 707700 681441 11059 12007 2057555 1927847 31150 24841 31150 24841 X 1385346 1320767 641059 582239 2026405 1903006 2057555 1927847 -124347 948 0 X X 0 1 X 1 0 X 840855 1211864 1129952 1456427 1045914 5685012 840855 1211864 1129952 1456427 1045914 5685012 5685012 3016 1129 2050 2273 5257 13725 5698737 962469 0.99760 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 11059 948 12007 10601 458 11059 12835 -2234 10601 10516 7584 5265 12835 10825 4862 5171 10516 0.31090 0.68910 1 0 150591 150591 728619 212089 516530 66744 52424 14320 681441 X 1165476 948 948 1164528 6477 6477 1171005 1288875 0 1288875 6477 6477 1295352 PART V, LINE 4: UPWARD TRANSITIONS, INC. HAS A FUND SET UP AS AN ENDOWMENT AT OKLAHOMA CITY COMMUNITY FOUNDATION. UPWARD TRANSITIONS HAS NOT PLACED RESTRICTIONS OR STATED SPECIFIC PURPOSES FOR SAID FUNDS OTHER THAN TO PROVIDE FOR FUTURE OPERATIONS. PART X, LINE 2: UPWARD TRANSITIONS HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM TAXES UNDER SECTION 501(C)(3) OF THE CODE. IT COULD BE SUBJECT TO TAXATION IF IT GENERATES INCOME UNRELATED TO ITS EXEMPT PURPOSE, PURSUANT TO THE CODE. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECTLY RELATED REVENUE-ADVANCE FUNDS COLLECTED 6,477. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECTLY RELATED REVENUE-ADVANCE FUNDS COLLECTED 6,477. ANNUAL CAMPAIGN 43263 43263 AMERICAN TOURIST EVENT 126511 24005 102506 68083 169774 67268 102506 68083 68083 34423 1 RENT/UTILITY ASSISTANCE, BUS TICKETS, GAS VOUCHERS FOR STRANDED TRAVELERS, CLOTHING, FOOD, EMERGENCY HOUSING, AND ASSISTANCE IN OBTAINING BIRTH CERTIFICATES AND STATE IDENTIFICATION CARDS. 4025 496327 PART I, LINE 2: WE HAVE WRITTEN INTERNAL CONTROL POLICIES AND UTILIZE QUICKBOOKS TO RECORD AND TRACK REVENUE AND EXPENSES. GRANT FUNDS FOR DIRECT CLIENT SERVICES ARE RECORDED FOR EACH TRANSACTION UTILIZING THOSE FUNDS. STAFF MONITORS GRANT FUNDS USAGE THROUGH QUICKBOOKS REPORTS. FINANCIALS ARE PRODUCED ON A MONTHLY BASIS, REVIEWED BY FINANCE AND FACILITIES COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. RECORDS OF DIRECT CLIENT SERVICES ARE RECORDED IN THE APRICOT DATABASE. X 5 845 ACTUAL VALUE OF DONATION X MISC. AUCTION ITEMS 18 17081 ACTUAL VALUE OF DONA X CLOTHING, FOOD, HOUSEHOLD ITEMS 21 10546 ACTUAL VALUE OF DONA X FOOD & BEVERAGES 3 4750 ACTUAL VALUE OF DONA X GIFT CARDS, GIFT CERTIFICATES, PASSES 28 4165 ACTUAL VALUE OF DONA X BUS PASSES 980 3920 ACTUAL VALUE OF DONA X EVENT PLANNER 1 3500 ACTUAL VALUE OF DONA X GIFT BASKETS 19 3022 ACTUAL VALUE OF DONA X HOTEL STAYS 4 2543 ACTUAL VALUE OF DONA X BEVERAGES 2 934 ACTUAL VALUE OF DONA X PHOTOGRAPHY SESSION 2 650 ACTUAL VALUE OF DONA X EVENT TICKETS 2 400 ACTUAL VALUE OF DONA X TAXI RIDES 1 125 ACTUAL VALUE OF DONA 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL REVIEW THE RETURN AND PRESENT TO THE BOARD FOR FINAL REVIEW AND APPROVAL. THE CEO WILL SIGN THE RETURN AFTER THE BOARD HAS REVIEWED AND APPROVED THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C BEGINNING IN FY 16, BOARD MEMBERS AND ALL EMPLOYEES WERE REQUIRED ANNUALLY TO READ UPWARD TRANSITIONS' CONFLICT OF INTEREST POLICY AND COMPLETE AND SIGN THE ANNUAL AFFIRMATION OF COMPLIANCE STATEMENT. THE COMPLETED STATEMENTS ARE ON FILE AT THE UT OFFICE. FORM 990, PART VI, SECTION B, LINE 15A THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS COMPARED TO SALARY SURVEYS OF OTHER COMPARABLE ORGANIZATIONS IN THE AREA AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE PROCESSES OF THE FINANCE COMMITTEE FOR THE OVERSIGHT OF THE ORGANIZATION'S MONTHLY COMPILATIONS OR AUDIT.