Upward Transitions Inc

What it reported doing in 2024

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.

Financial Efficiency

• Mission deployment rate: 84.5%; rating input score 84
• Program expense ratio: 86%; rating input score 86
• Fundraising efficiency: $11.06 raised per $1 spent on fundraising; rating input score 41; 41st percentile among comparable filings

Transparency & Controls

• Consistency checks: 94.4%; rating input score 94; 26th percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 8 of 8 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 1.9%; rating input score 42; 42nd percentile among comparable filings
• Total-asset coverage ratio: 1.71; rating input score 60; 60th percentile among comparable filings
• Liabilities to assets ratio: 0.01; rating input score 67; 67th percentile among comparable filings
• Officer compensation ratio: 7.1%; rating input score 47; 47th percentile among comparable filings

Growth

• Program expense growth: 3.8% per year; rating input score 100; 36th percentile among comparable filings
• Revenue growth: 1.9% per year; rating input score 100; 24th percentile among comparable filings
• Asset growth: 2.3% per year; rating input score 100; 26th percentile among comparable filings