TRANSITION U

EIN: 844014448 501(c)(3) Education

Stockton, CA

Total Revenue
$65,705
Total Expenses
$28,174
Total Assets
$65,705
Net Assets
$65,705
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
CA
Principal Officer
Eric Gardner
Phone
2092768892
Tax Period
2022-01-01 to 2022-12-31

TRANSITION U, founded in 2019, is a micro nonprofit in the Education sector that reported $66K in total revenue in fiscal year 2022. The organization ran a surplus of $38K, a strong 57% operating margin.

Mission

Transition U is a 501c3 that provides the gold standard in transformative services for veterans and returning citizens. We offer business solutions for organization leaders with our mindset and practical skill set training curriculum.

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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 (2022)

Revenue Breakdown

Contributions & Grants $65,705
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $65,705

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $28,174
Other Expenses $28,174
TOTAL EXPENSES $28,174

Year-over-Year Comparison

2022 2021 Change
Revenue $65,705 $65,705 N/A
Expenses $28,174 N/A N/A
Net Income $37,531 $65,705 -0.4%
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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
5

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
2
$0
Total Directors
3
$0
Key Employees
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andrew Johnson CFO 10
Officer Director
$0 $0 $0
Eric Gardner Secretary 10
Officer Director
$0 $0 $0
Charlotte Garraway CEO 10
Director Key Emp
$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
2022 $65,705 $28,174 $65,705 $37,531
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