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CHARITY REVIEW
Issued: December 2024 Expires: December 2026

Transitions NFP

Standards Not Met
Standards Not Met
7 14 16 17 18
(309) 793-4993
805 19th Street
Rock Island, IL, 61201
https://transmhs.org/
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Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Transitions NFP does not meet the following 5 Standards for Charity Accountability:

Standard 7 (Board Approval of Written Report on Effectiveness)
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

Transitions does not meet this Standard because:

  • Although the organization produced a written report of its May 2024 effectiveness assessment, the report did not include recommendations for future actions.

Standard 14 (Budget)
Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

Transitions does not meet this Standard because, when the organization provided 2024 budget information, it indicated that the budget:

  • Did not identify total projected program service expenses and did not break these expenses down by major program category (supervised residential, supported residential, clinical and outreach, IPS Milestone, other employment, youth services, Printer's Mark, Clock Tower, and Constellation).
  • Did not identify total projected administrative expenses.

Standard 16 (Annual Report)
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

Transitions does not meet this Standard because the 2023 annual report did not include:

  • Total end of year net assets.

Standard 17 (Web Site Disclosures)
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

Transitions does not meet this Standard because the organization’s website, https://transmhs.org/, does not include all of the recommended information for those charity websites that solicit for donations. Specifically, it does not include:

  • Electronic access to the organization’s IRS Form 990 for the year ended June 30, 2023.

Standard 18 (Privacy for Written Appeals & Internet Privacy)
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

Transitions does not meet this Standard because:

The BBB Wise Giving Alliance requested but did not receive complete information from the organization and is unable to verify the organization's compliance with the following Standard(s) for Charity Accountability: 3, 13, 15

Transitions NFP meets the remaining 12 Standards for Charity Accountability.

Stated Purpose:
"to improve the health and well-being of individuals with mental health challenges, their families, and the community through services, education, and advocacy."

Year, State Incorporated:
1981, IL

Also Known As:
Transitions Mental Health Services

Transitions NFP (Transitions) reports that it provides mental health services in the Quad Cities area. The organization offers diagnostic services, therapy and counseling, community support, case management, psychiatric medication management, and employment and residential supported-living services to individuals ages 5 and older. In 2022, Transitions reported it served 830 individuals.

For the year ended June 30, 2023, Transitions NFP's program expenses were:

Printer's Mark $3,336,545
Clinical and outreach program services $1,259,820
Youth program services $330,791
Constellation $245,933
Clock Tower Cleaning $227,227
Residential program services, supervised $203,129
Other employment program services $185,352
Residential program services, supported $163,102
IPS Milestone $108,871
Total Program Expenses $6,060,770

Chief Executive
Kristin Rodgers, Co-Chief Executive Officer and Chief Financial Officer

Compensation*
$145,733

Chair of the Board
David Levin

Chair's Profession / Business Affiliation
Senior Broker, Hawkeye Commercial Real Estate

Board Size
12

Paid Staff Size
55

*2022 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Note: According to Transitions' IRS Form 990 for the year ended June 30, 2023, Co-Chief Executive Officer and Clinical Director Anne McNelis received $118,795 in total compensation.

Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Direct mail appeals, Print advertisements (newspapers, magazines, etc.)

Fundraising costs were less than 1% of related contributions. (Related contributions, which totaled $2,891,026, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Transitions NFP's audited financial statements - combined for the year ended June 30, 2023.

Source of Funds
Sales $3,659,421
Grants and fee for service $2,620,963
Service contracts $613,326
Employee retention credit $229,539
Special events $19,922
Contributions $17,009
Realized and unrealized gains on investment $11,165
Other income $6,142
Client and family fee $5,543
United Way $3,593
Investment income, net $1,417
Total Income $7,188,040

Programs: 92% Fundraising: 0% Administrative: 8%

Total Income $7,188,040
Total expenses: $6,585,635
  Program expenses $6,060,770
  Fundraising expenses $8,230
  Administrative expenses $516,635
  Other expenses $0
Income in Excess of Expenses $602,405
Beginning Net Assets $1,657,339
Other Changes In Net Assets $0
Ending Net Assets $2,259,744
Total Liabilities $893,960
Total Assets $3,153,704

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

RELATED CONTENT

Report completed by:
BBB Wise Giving Alliance