Nonprofit · EIN 73-0590277
UPWARD TRANSITIONS INC
Tax-exempt · OKLAHOMA CITY, OK 73106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,159,752 | $1,138,292 | $21,460 | $1,948,632 | $23,100 | $1,925,532 |
| June 30, 2024 | 990 | $1,171,005 | $1,295,352 | -$124,347 | $1,927,847 | $24,841 | $1,903,006 |
| June 30, 2023 | 990 | $1,588,282 | $1,304,999 | $283,283 | $2,057,555 | $31,150 | $2,026,405 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,080,315
- of which government grants
- $96,110
- Program service revenue
- $6,919
- Investment income
- $6,544
- Net income from fundraising events
- $65,974
- Other revenue
- $65,974
Expenses
- Grants and similar amounts paid
- $368,879
- Compensation of officers, directors and key employees
- $82,012
- Other salaries and wages
- $373,118
- Salaries, compensation and benefits (total)
- $559,665
- Professional fundraising fees
- $0
- Accounting fees
- $28,515
- Occupancy
- $28,775
- Depreciation
- $25,776
- Program services (functional)
- $978,608
- Management and general (functional)
- $61,999
- Fundraising (functional)
- $97,685
Balance sheet and other
- Total assets, start of year
- $1,927,847
- Total assets, end of year
- $1,948,632
- Total liabilities, end of year
- $23,100
- Net assets, end of year
- $1,925,532
- Land, buildings and equipment
- $655,564
- Net assets without donor restrictions
- $1,280,348
- Net assets with donor restrictions
- $645,184
- Gross receipts
- $1,223,630
- Employees
- 14
- Volunteers
- 150
- Year formed
- 1927
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PERIANN PULLIAM | CEO Trustee or director, Officer | 40 | $80,738 |
| BRANDON KEMP | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MELINDA MERIDETH | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| DANA GIROUX | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MELANIE RAMSEYER | TREASURER Trustee or director, Officer | 1 | $0 |
| A J SINGER | SECRETARY Trustee or director, Officer | 1 | $0 |
| ROSE LANE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARKIE BERG | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF MULDER | BOARD MEMBER Trustee or director | 1 | $0 |
| SHANEQUAH BRISON | BOARD MEMBER Trustee or director | 1 | $0 |
| COREY COLEMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| TRENT RILEY | BOARD MEMBER Trustee or director | 1 | $0 |
| SIMON BRIGHT | BOARD MEMBER Trustee or director | 1 | $0 |
| LANEKA WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREA WEIG | BOARD MEMBER Trustee or director | 1 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DANI | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHANIE HARRIS | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANK HINTON | BOARD MEMBER Trustee or director | 1 | $0 |
| CASEY JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JONICA JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH LUCY | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PERIANN PULLIAM | CEO Trustee or director, Officer | 40 | $78,257 |
| BRANDON KEMP | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MELINDA MERIDETH | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| DANA GIROUX | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MELANIE RAMSEYER | TREASURER Trustee or director, Officer | 1 | $0 |
| A J SINGER | SECRETARY Trustee or director, Officer | 1 | $0 |
| TAYLOR FUDGE | PAST PRESIDENT Trustee or director | 1 | $0 |
| MARKIE BERG | BOARD MEMBER Trustee or director | 1 | $0 |
| MEAGAN CARTER | BOARD MEMBER Trustee or director | 1 | $0 |
| SHANEQUAH BRISON | BOARD MEMBER Trustee or director | 1 | $0 |
| COREY COLEMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| TRENT RILEY | BOARD MEMBER Trustee or director | 1 | $0 |
| SIMON BRIGHT | BOARD MEMBER Trustee or director | 1 | $0 |
| LANEKA WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREA WEIG | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID DANI | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHANIE HARRIS | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANK HINTON | BOARD MEMBER Trustee or director | 1 | $0 |
| CASEY JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JONICA JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH LUCY | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PERIANN PULLIAM | CEO Trustee or director, Officer | 40 | $77,130 |
| TAYLOR FUDGE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRANDON KEMP | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| MELINDA MERIDETH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| COREY COLEMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| A J SINGER | SECRETARY Trustee or director, Officer | 1 | $0 |
| BOB LANE | PAST PRESIDENT Trustee or director | 1 | $0 |
| MARKIE BERG | BOARD MEMBER Trustee or director | 1 | $0 |
| MEAGAN CARTER | BOARD MEMBER Trustee or director | 1 | $0 |
| SHANEQUAH BRISON | BOARD MEMBER Trustee or director | 1 | $0 |
| AMANDA DIGNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| TRENT RILEY | BOARD MEMBER Trustee or director | 1 | $0 |
| SIMON BRIGHT | BOARD MEMBER Trustee or director | 1 | $0 |
| LANEKA WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREA WEIG | BOARD MEMBER Trustee or director | 1 | $0 |
| ROY GEORGE | BOARD MEMBER Trustee or director | 1 | $0 |
| DANA GIROUX | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANK HINTON | BOARD MEMBER Trustee or director | 1 | $0 |
| MELANIE RAMSEYER | BOARD MEMBER Trustee or director | 1 | $0 |
| KAITLYN RITCHIE | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1134 W MAIN ST, OKLAHOMA CITY, OK 73106-7847
- Principal officer (990 for 2024)
- PERIANN PULLIAM, 1134 W MAIN ST, OKLAHOMA CITY, OK 731067847
- Signed the 990
- PERIANN PULLIAM, CEO
- Phone
- (405) 232-5507
- Website
- WWW.UPWARDTRANSITIONS.ORG
- Return prepared by
- ENGELBACH ROBERTS & CO PLLC
Mission
THE AGENCY FULFILLED THIS MISSION BY PROVIDING A HAND UP TO 4,139 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.
Program accomplishments
- COMMUNITY OUTREACH PROGRAM - THIS PROGRAM PROVIDED 4,139 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 33 CLIENTS DURING FY25. FOR THOSE WITHOUT THEIR OWN TRANSPORTATION, WE ISSUE BUS PASSES. BUS PASSES WERE ISSUED TO 621 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. 1,245 BIRTH CERTIFICATES WERE ORDERED, 1,079 WERE RECEIVED AND 868 WERE PICKED UP BY CLIENTS; AN 80.4% PICK UP RATE. 1,551 GOVERNMENT IDENTIFICATION CARDS OR REPLACEMENT DRIVER LICENSES WERE AUTHORIZED AND 1,142 CLIENTS PICKED THEM UP; A 73.6% PICK UP RATE. THIS IS AN IMPORTANT FIRST STEP IN ACCESSING HOUSING ASSISTANCE, EMPLOYMENT, AND PUBLIC ASSISTANCE.UT'S RENTAL ASSISTANCE PROGRAM PAID PAST DUE RENT FOR 600 PEOPLE LIVING IN 186 HOUSEHOLDS TO HALT EVICTION. UT'S RENTAL DEPOSIT PROGRAM MADE IT POSSIBLE FOR 65 PEOPLE IN 35 HOUSEHOLDS TO OBTAIN PUBLIC HOUSING. UT'S UTILITY ASSISTANCE PROGRAM PRESERVED OR RESTORED ELECTRICITY, GAS AND/OR WATER FOR 103 PEOPLE LIVING IN 30 HOUSEHOLDS.Expenses $899,766 · grants $368,879 · revenue $6,919
- TRAVELERS AID - THIS PROGRAM OPERATES INFORMATION BOOTHS ON THE LOWER AND UPPER LEVELS OF OKC WILL ROGERS INTERNATIONAL 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, 30 VOLUNTEERS STAFF THE BOOTHS FROM 10AM TO 10PM 365 DAYS A YEAR, SPENDING 5,905.50 HOURS SERVING 136,292 VISITORS IN FY25.Expenses $78,842
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 73-0590277
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,948,632
- Income (IRS master file)
- $1,223,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,159,752 | $1,138,292 | $1,948,632 | XML |
| 990 | June 2024 | $1,171,005 | $1,295,352 | $1,927,847 | XML |
| 990 | June 2023 | $1,588,282 | $1,304,999 | $2,057,555 | XML |
| 990 | June 2022 | $1,296,375 | $1,213,327 | $1,772,568 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-0590277).
Questions about UPWARD TRANSITIONS INC
- What is the EIN of UPWARD TRANSITIONS INC?
- The employer identification number (EIN) of UPWARD TRANSITIONS INC is 73-0590277.
- Is UPWARD TRANSITIONS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to UPWARD TRANSITIONS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPWARD TRANSITIONS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPWARD TRANSITIONS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPWARD TRANSITIONS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UPWARD TRANSITIONS INC?
- The 990 for the year ended June 30, 2025 names PERIANN PULLIAM.
- Who are the officers and directors of UPWARD TRANSITIONS INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 1 received compensation from the organization, the highest $80,738 (PERIANN PULLIAM, CEO).
- How much revenue does UPWARD TRANSITIONS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,159,752, expenses of $1,138,292 and total assets of $1,948,632 at year end.
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