2020-07-10T20:06:23-05:00 2019-06-30 952772601 GLENN BURDETTE 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2018-07-01 953509040 TRANSITIONSMENTAL HEALTH ASSOCIATION TRAN 8055406500 PO BOX 15408 SAN LUIS OBISPO CA 93406 JAMES HAAS EXECUTIVE DIRECTOR 8055406500 2020-07-10 1 SHERRI Y PARKINSON CPA P00672488 8055441441 24.180.6.34 2020-07-10 12:54:37 PD P 472F68262E88D4B35AC618F69E11E61A01E861D0 72B2C6F1108CAC5C413150637AE73CDE71812FAA 2018 2020-09-23 17:36:50Z JILL BOLSTER-WHITE PO BOX 15408 SAN LUIS OBISPO CA 93406 14225132 0 X WWW.T-MHA.ORG X 1979 CA HELP CHILDREN AND ADULTS WITH MENTAL ILLNESS LIVE, WORK AND GROW IN OUR COMMUNITY. 19 19 419 1771 0 0 11644679 12468475 1039368 1137129 6601 4985 364042 337700 13054690 13948289 0 0 0 0 8453625 9154591 0 0 66097 5013387 4878919 13467012 14033510 -412322 -85221 13530160 14577911 4542766 5675738 8987394 8902173 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 4177270 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. 5108187 1137129 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. 1173808 298544 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. 2084990 48906 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. 2084990 48906 12544255 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 53 0 1 419 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X RAVEN LOPEZ 8055406500 784 HIGH STREET SAN LUIS OBISPO CA 93401 JAMES HAAS PRESIDENT 5.00 X X 0 0 0 BARBARA FISCHER 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 JOSEPH C GALLAS BOARD MEMBER 1.00 X 0 0 0 JEREL HALEY 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 DEBORAH LINDEN 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 BRAD RUDD BOARD MEMBER 1.00 X 0 0 0 JEANIE SLEIGH BOARD MEMBER 1.00 X 0 0 0 LISA THORNHILL BOARD MEMBER 1.00 X 0 0 0 TIM WILLIAMS BOARD MEMBER 1.00 X 0 0 0 STEPHANIE BAISA WILSON BOARD MEMBER 1.00 X 0 0 0 JILL BOLSTER-WHITE EXECUTIVE DIRECTOR 40.00 X 123145 0 26511 RICHARD WOLFE FINANCE DIRECTOR 40.00 X 99766 0 21159 MEGAN BOAZ-ALVAREZ CLINICAL DIRECTOR 40.00 X 100931 0 8175 323842 0 55845 2 0 0 0 0 77806 11922348 468321 1993 12468475 PROGRAM RENTAL INCOME 532000 1137129 1137129 1137129 4985 4985 23756 77806 33506 -9750 -9750 541881 243337 298544 298544 MISCELLANEOUS 900099 48906 48906 48906 13948289 1484579 0 -4765 144025 144025 7328855 6703526 596569 28760 189379 153670 35534 175 860457 768682 90973 802 631875 567945 61217 2713 381502 94915 286367 220 22774 15439 2005 5330 162260 139891 18037 4332 43191 34856 8335 2012213 1968682 42628 903 137346 120650 16440 256 236001 176186 59815 77103 74867 1936 300 SUPPLIES & CAPITAL PURC 1059127 1059127 RECREATION & CLIENT EXP 235932 235932 STAFF DEVELOPMENT & TRA 187453 152411 31042 4000 TRANSPORTATION 186959 180182 6629 148 137058 97294 21606 18158 14033510 12544255 1423158 66097 405503 1742430 1528231 187681 2143648 1763478 16094 20983 132101 143652 258156 279148 14369210 3928671 9046427 10440539 13530160 14577911 974647 1192710 3568119 4483028 4542766 5675738 X 4740239 5613089 4247155 3289084 8987394 8902173 13530160 14577911 -85221 0 X 0 1 X 1 1 1 X 9453622 10046379 11906737 11644679 12468475 55519892 9453622 10046379 11906737 11644679 12468475 55519892 55519892 3991 3344 2802 6601 4985 21723 55541615 10751531 0.99960 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3592728 3592728 8294298 2201278 6093020 902469 558328 344141 1579715 1169065 410650 10440539 X PART X, LINE 2: INCOME TAXES TOPIC OF FASB ACCOUNTING STANDARDS CODIFICATION REQUIRES, AMONG OTHER THINGS, THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" (LIKELIHOOD GREATER THAN 50%) APPROACH. AS OF JUNE 30, 2019, MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT THE ORGANIZATION DID NOT MAINTAIN ANY TAX POSITIONS THAT DID NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGES THROUGH JUNE 30,2020. HOWEVER, TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2016 AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2015. BOWLATHON 56009 56009 2100 144 10529 TEN TRUNKS 27048 21797 5251 1993 5251 3993 1 18505 18505 9496 101562 77806 23756 1993 2100 5395 24018 33506 -9750 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 1509000 TRANSITIONSMENTAL HEALTH ASSOCIATION