TRANSITIONS FOUNDATION

EIN: 364490795 501(c)(3) Philanthropy & Grantmaking

QUINCY, IL

Total Revenue
$1,658,865
Total Expenses
$128,535
Total Assets
$9,188,942
Net Assets
$9,188,845
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
IL
Principal Officer
MARK SCHMITZ
Phone
2172220413
Tax Period
2024-07-01 to 2025-06-30

TRANSITIONS FOUNDATION, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 233% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 92% operating margin.

Mission

TRANSITIONS FOUNDATION SUPPORTS THE PROGRAMS AND SERVICES OF TRANSITIONS OF WESTERN ILLINOIS AND THE ADAMS COUNTY MENTAL HEALTH AND RETARDATION ASSOCIATION, CHARITABLE, NOT-FOR-PROFIT ORGANIZATIONS LOCATED IN QUINCY, IL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,025,059
Program Service Revenue $0
Investment Income $633,806
Other Revenue $0
TOTAL REVENUE $1,658,865

Expense Breakdown

Grants Paid $11,250
Salaries & Benefits $0
Fundraising Expenses $9,393
Program Expenses $11,250
Other Expenses $117,285
TOTAL EXPENSES $128,535

Year-over-Year Comparison

2024 2023 Change
Revenue $1,658,865 $498,412 +2.3%
Expenses $128,535 $250,566 -0.5%
Net Income $1,530,330 $247,846 +5.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$487,090
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVE RAKERS CHAIR N/A
Officer Director
$0 $0 $0
LAURIE BRINKMAN VICE CHAIR N/A
Officer Director
$0 $0 $0
MARK HAYES DIRECTOR N/A
Director
$0 $0 $0
HAROLD B OAKLEY DIRECTOR N/A
Director
$0 $0 $0
RICH MARCOLLA DIRECTOR N/A
Director
$0 $0 $0
JEFF TWEEDELL DIRECTOR N/A
Director
$0 $0 $0
LARRY SHEPHERD DIRECTOR N/A
Director
$0 $0 $0
KRIS RUETER DIRECTOR N/A
Director
$0 $0 $0
MARK SCHMITZ PRESIDENT N/A
Officer
$0 $40,653 $237,966
LINDSEY MUNDLE SECRETARY N/A
Officer
$0 $14,833 $68,041
ANGIE DEAN TREASURER N/A
Officer
$0 $38,601 $181,083
DR BOB REICH DIRECTOR N/A
Director
$0 $0 $0
ALLEN SHAFER EX-OFFICIO N/A
Director
$0 $0 $0
BERNIE VENVERLOTH EX-OFFICIO N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,658,865 $128,535 $9,188,942 $1,530,330
2024 $498,412 $250,566 $7,424,333 $247,846
2023 $387,925 $219,188 $6,690,187 $168,737
2022 $637,890 $220,746 $6,154,826 $417,144
2021 $879,812 $257,928 $7,156,227 $621,884
2020 $239,220 $243,753 $5,844,754 $-4,533
2019 $511,864 $288,226 $5,849,365 $223,638
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