2024-05-14T18:12:07-05:00 2023-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2022-07-01 953509040 TRANSITIONSMENTAL HEALTH ASSOCIATION TRAN 8055406500 PO BOX 15408 SAN LUIS OBISPO CA 93406 JILL BOLSTER-WHITE EXECUTIVE DIRECTOR 8055406500 2024-05-13 1 JILL BOLSTER-WHITE 999009999 0 MICAL W BOVEE CPA P01023187 8055441441 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JILL BOLSTER-WHITE PO BOX 15408 SAN LUIS OBISPO CA 93406 18190911 0 X WWW.T-MHA.ORG X 1979 CA HELP CHILDREN AND ADULTS WITH MENTAL ILLNESS LIVE, WORK AND GROW IN OUR COMMUNITY. 20 20 339 1107 -8609 0 14008170 15774996 1528213 1749617 797 1546 404425 278128 15941605 17804287 0 0 0 0 9713212 11275980 0 0 147349 5160982 5809773 14874194 17085753 1067411 718534 16725271 18447567 6378034 7381796 10347237 11065771 X TRANSITIONS - MENTAL HEALTH ASSOCIATION IS A NONPROFIT ORGANIZATION DEDICATED TO ELIMINATING STIGMA AND PROMOTING RECOVERY AND WELLNESS FOR PEOPLE WITH MENTAL ILLNESS THROUGH WORK, HOUSING, COMMUNITY AND FAMILY SUPPORT SERVICES. 0 0 6274891 MENTAL HEALTH TREATMENT SERVICES:PROMOTING THE POWER OF SUPPORT FROM PEOPLE WITH LIVED EXPERIENCE WITH MENTAL ILLNESS, THE ORGANIZATION RUNS DROP-IN CENTERS AND PEER SERVICES THAT PROVIDE MULTIPLE OPPORTUNITIES FOR PEER GATHERINGS, ONE-ON-ONE MENTORING, AND PERSONAL GROWTH. THE ORGANIZATION ALSO PROVIDES 24/7 CLINICAL SERVICES WHERE AND WHEN THEY ARE NEEDED. SERVICES INCLUDE PSYCHIATRIC CARE, HOUSING ASSISTANCE, SUBSTANCE ABUSE RECOVERY, HEALTH, FINANCIAL, EDUCATION, EMPLOYMENT AND SOCIAL SUPPORT. 4012465 1749617 HOUSING SERVICES:THE ORGANIZATION OFFERS HOUSING SERVICES TO OVER 300 INDIVIDUALS EACH YEAR, AT EVERY LEVEL OF NEED. WE ASSIST OUR CLIENTS IN CREATING AND SUSTAINING A HOME THEY CAN COUNT ON. THE ORGANIZATION BOTH OWNS AND MASTER-LEASES SUPPORTIVE HOUSING PROPERTIES THROUGHOUT SAN LUIS OBISPO AND NORTH SANTA BARBARA COUNTIES. 1513928 263904 VOCATIONAL SERVICES:THE ORGANIZATION PROVIDES ON-GOING JOB SUPPORT AND EMPLOYMENT NECESSARY FOR HELPING INDIVIDUALS WITH MENTAL ILLNESSES TO CHOOSE, ACQUIRE AND KEEP COMPETITIVE EMPLOYMENT. WORK PROGRAMS INCLUDE THREE SOCIAL ENTERPRISES THAT HELP INDIVIDUALS LIVING WITH A MENTAL ILLNESS FIND AND MAINTAIN EMPLOYMENT WHILE PROVIDING THE SUPPORT NECESSARY TO ENSURE SUCCESS. 2938045 63210 COMMUNITY WELLNESS AND EDUCATION:THE COMMUNITY WELLNESS AND EDUCATION PROGRAM PROVIDES COMPASSIONATE, INFORMED ASSISTANCE FOR FAMILIES, FRIENDS AND LOVED ONES OF PERSONS THEY KNOW OR SUSPECT HAVE A MENTAL ILLNESS. THE PROGRAM OFFERS DIRECT SUPPORT, INFORMATION AND EDUCATION WITH THE GOAL OF PROVIDING RECOVERY AND HOPE. IN ADDITION, A WIDE VARIETY OF TRAININGS IS PROVIDED THROUGHOUT THE YEAR TO HEALTH PROFESSIONALS AND COMMUNITY MEMBERS, OFTEN AT NO CHARGE. 2938045 63210 14739329 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 73 0 1 339 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JEANIE HANSON 8055406500 784 HIGH STREET SAN LUIS OBISPO CA 93401 JAMES HAAS PRESIDENT 5.00 X X 0 0 0 TIM WILLIAMS VICE PRESIDENT 2.00 X X 0 0 0 CAROL ARMSTRONG SECRETARY 3.00 X X 0 0 0 CINDY JOHNSON TREASURER 3.00 X X 0 0 0 CASEY APPELL BOARD MEMBER 1.00 X 0 0 0 DAVE BERNHARDT BOARD MEMBER 1.00 X 0 0 0 DR PETER GARCIA BOARD MEMBER 1.00 X 0 0 0 STEVE JOBST BOARD MEMBER 1.00 X 0 0 0 LISA KATHERMAN BOARD MEMBER 1.00 X 0 0 0 MARIA LEGATO BOARD MEMBER 1.00 X 0 0 0 MICHAEL MARTINEZ BOARD MEMBER 1.00 X 0 0 0 ADAM NEWTON BOARD MEMBER 1.00 X 0 0 0 SHELLEY NORTHROP BOARD MEMBER 1.00 X 0 0 0 JOY PEDERSEN BOARD MEMBER 1.00 X 0 0 0 HEATHER MACCUISH SMITH BOARD MEMBER 2.00 X 0 0 0 JILL BOLSTER-WHITE EXECUTIVE DIRECTOR 40.00 X 157450 0 27492 JULIA TIDIK MEDICAL TEAM LEAD 40.00 X 157815 0 14315 MEGHAN BOAZ-ALVAREZ CLINICAL DIRECTOR 40.00 X 118879 0 8259 CHRISTINA HARNEY CLINICAL DIRECTOR 40.00 X 113494 0 8290 ANNA YEACKLE LEAD CLINICIAN 40.00 X 111721 0 13692 659359 0 72048 5 0 1 0 CAPSTONE SOLUTIONS CONSULTING GROUP LLC 19501 RANCH LN UNIT 105 HUNTINGTON BEACH CA 92648 CONSULTING 145000 1 72522 15207043 495431 5111 15774996 PROGRAM RENTAL INCOME 532000 1749617 1749617 1749617 4552 4552 67550 86744 -19194 -19194 -8609 -10585 3006 -3006 -3006 -3006 3780 72522 33572 -29792 -29792 527206 263302 263904 263904 MISCELLANEOUS 900099 63210 63210 63210 17804287 2076731 -8609 -38831 167327 167327 9077093 8051933 934378 90782 317820 276503 39221 2096 1027422 893857 126790 6775 686318 600293 79187 6838 703636 407800 295836 30946 14388 11693 4865 209498 186993 16831 5674 156853 125884 30969 2892147 2797793 93445 909 189240 138979 50108 153 453323 348695 104309 319 127371 101781 24437 1153 DUES & SUBSCRIPTIONS 265981 114543 147293 4145 RECREATION & CLIENT EXP 216189 216189 TRANSPORTATION 187938 174287 13325 326 STAFF DEVELOPMENT & TRA 178085 143392 34618 75 198566 146019 29308 23239 17085753 14739329 2199075 147349 1621762 1432955 426381 621856 2202173 2916570 26766 21228 95632 98270 406172 244475 17702201 5485267 11946385 12216934 0 895279 16725271 18447567 960631 1244116 121014 17749 5296389 5297427 0 822504 6378034 7381796 X 6742541 6853966 3604696 4211805 10347237 11065771 16725271 18447567 718534 0 X 0 1 X 1 1 1 X 12468475 13656878 13064665 14007877 15774996 68972891 12468475 13656878 13064665 14007877 15774996 68972891 68972891 4985 1381 1283 797 72102 80548 69053439 11380433 0.99880 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4514833 4514833 10351234 3455988 6895246 1153844 635914 517930 1640318 1382873 257445 41972 10492 31480 12216934 OPERATING LEASE LIABILITIES 691150 CLIENT DEPOSITS 131354 822504 17915712 111425 111425 17804287 0 17804287 17197178 111425 111425 17085753 0 17085753 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING RECLASSIFICATION 24,680. RENTAL EXPENSES 86,745. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING RECLASSIFICATION 24,680. RENTAL EXPENSES 86,745. TRUNKS OF TREASURE 46816 43036 3780 4275 11755 10412 BOWL-A-THON 22804 22804 2712 358 2661 1 6681 6681 701 100 598 76301 72521 3780 6987 12814 100 13671 33572 -29792 X X X 0 0 0 0 0 0 0 0 0 JILL BOLSTER-WHITE EXECUTIVE DIRECTOR 157450 0 0 0 0 0 8222 0 19270 0 184942 0 0 0 JULIA TIDIK MEDICAL TEAM LEAD 157815 0 0 0 0 0 8139 0 6176 0 172130 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE CFO AND CEO, THEN SUBMITTED TO THE FINANCE COMMITTEE FOR APPROVAL PRIOR TO FILING. IN ADDITION, THE 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO REVIEWING ANNUALLY, THE BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15A TMHA PARTICIPATES IN TWO SALARY SURVEYS TO RECEIVE COMPARABLE DATA ON WAGES FOR TOP MANAGEMENT STAFF. THE SALARY SURVEYS ARE CALIFORNIA ASSOCIATION OF SOCIAL REHABILITATION AND THE CENTER FOR NON PROFIT MANAGEMENT. THE SALARY SURVEYS ARE FOR SIMILAR MENTAL HEALTH AGENCIES. IN ADDITION, WE COMPARE THE WAGES OF TMHA'S EXECUTIVE DIRECTOR WITH EIGHT TO TEN OTHER NON-PROFITS AGENCIES OF THE SAME SIZE AND SCOPE IN SAN LUIS OBISPO AND SANTA BARBARA COUNTIES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL DOCUMENTS ARE ONLINE, GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. SLO TRANSITIONS LLC 784 HIGH STREET SAN LUIS OBISPO CA 93401 453539353 HOLDING & OPERATING HOUSING PROJECTS FBO T-MHA CA 1520000 TRANSITIONSMENTAL HEALTH ASSOCIATION