Upward Transitions Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 933,414 | 869,925 | 63,489 | 12.2 | 35% |
| 2012 | 970,530 | 902,279 | 68,251 | 12.7 | 35% |
| 2013 | 1,476,854 | 697,814 | 779,040 | 29.8 | 46% |
| 2014 | 820,014 | 852,387 | −32,373 | 23.9 | 43% |
| 2015 | 1,128,292 | 1,078,320 | 49,972 | 19.5 | 41% |
| 2016 | 932,171 | 1,022,079 | −89,908 | 19.5 | 42% |
| 2017 | 972,697 | 947,743 | 24,954 | 21.3 | 43% |
| 2018 | 769,939 | 821,420 | −51,481 | 24.0 | 46% |
| 2019 | 816,045 | 808,037 | 8,008 | 22.9 | 47% |
| 2020 | 930,978 | 961,583 | −30,605 | 18.9 | 39% |
| 2021 | 1,353,098 | 1,294,447 | 58,651 | 15.4 | 32% |
| 2022 | 1,296,375 | 1,213,327 | 83,048 | 17.2 | 37% |
| 2023 | 1,588,282 | 1,304,999 | 283,283 | 18.6 | 34% |
In its most recent public year (2023), this organization brought in $283,283 more than it spent. Its reserves stood at about 18.6 months of spending, up from 12.2 in 2011. Staff pay was 34% of spending. $641,059 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Upward Transitions Inc's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works