UPWARD TRANSITIONS INC

EIN: 730590277 501(c)(3)

OKLAHOMA CITY, OK

Total Revenue
$1,159,752
Total Expenses
$1,138,292
Total Assets
$1,948,632
Net Assets
$1,925,532
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Financial Trends

Organization Details

Formation Year
1927
Legal Domicile
OK
Principal Officer
PERIANN PULLIAM
Phone
4052325507
Tax Period
2024-07-01 to 2025-06-30

UPWARD TRANSITIONS INC, founded in 1927, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024.

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 Service Accomplishments

Program 1
Expenses: $899,766 Revenue: $6,919

COMMUNITY OUTREACH PROGRAM - THIS PROGRAM PROVIDED 4,139 PERSONS WITH TRANSPORTATION ASSISTANCE, GOVERNMENT APPROVED IDENTIFICATION CARDS/REPLACEMENT DRIVERS LICENSES, RENTAL ASSISTANCE AND UTILITY...

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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.

Program 2
Expenses: $78,842

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...

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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.

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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 $1,080,315
Program Service Revenue $6,919
Investment Income $6,544
Other Revenue $65,974
TOTAL REVENUE $1,159,752

Expense Breakdown

Grants Paid $368,879
Salaries & Benefits $559,665
Fundraising Expenses $97,685
Program Expenses $978,608
Other Expenses $209,748
TOTAL EXPENSES $1,138,292

Year-over-Year Comparison

2024 2023 Change
Revenue $1,159,752 $1,171,005 0.0%
Expenses $1,138,292 $1,295,352 -0.1%
Net Income $21,460 $-124,347 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
14
Volunteers
150

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
6
$80,738
Total Directors
21
$80,738
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRANDON KEMP PRESIDENT 1.00
Officer Director
$0 $0 $0
MELINDA MERIDETH PRESIDENT ELECT 1.00
Officer Director
$0 $0 $0
DANA GIROUX VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MELANIE RAMSEYER TREASURER 1.00
Officer Director
$0 $0 $0
A J SINGER SECRETARY 1.00
Officer Director
$0 $0 $0
ROSE LANE BOARD MEMBER 1.00
Director
$0 $0 $0
MARKIE BERG BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF MULDER BOARD MEMBER 1.00
Director
$0 $0 $0
SHANEQUAH BRISON BOARD MEMBER 1.00
Director
$0 $0 $0
COREY COLEMAN BOARD MEMBER 1.00
Director
$0 $0 $0
TRENT RILEY BOARD MEMBER 1.00
Director
$0 $0 $0
SIMON BRIGHT BOARD MEMBER 1.00
Director
$0 $0 $0
LANEKA WILSON BOARD MEMBER 1.00
Director
$0 $0 $0
ANDREA WEIG BOARD MEMBER 1.00
Director
$0 $0 $0
PERIANN PULLIAM CEO 40.00
Officer Director
$80,738 $0 $80,738
DAVID DANI BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHANIE HARRIS BOARD MEMBER 1.00
Director
$0 $0 $0
FRANK HINTON BOARD MEMBER 1.00
Director
$0 $0 $0
CASEY JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
JONICA JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH LUCY BOARD MEMBER 1.00
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 $1,159,752 $1,138,292 $1,948,632 $21,460
2024 $1,171,005 $1,295,352 $1,927,847 $-124,347
2023 $1,588,282 $1,304,999 $2,057,555 $283,283
2022 $1,296,375 $1,213,327 $1,772,568 $83,048
2021 $1,353,098 $1,294,447 $1,733,048 $58,651
2020 $930,978 $961,583 $1,645,370 $-30,605
2019 $816,045 $808,037 $1,576,993 $8,008
2018 $769,939 $821,420 $1,684,128 $-51,481
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