2017-02-09T09:11:01-06:00 2016-06-30 952772601 GLENN BURDETTE 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2015-07-01 953509040 TRANSITIONSMENTAL HEALTH ASSOCIATION TRAN 8055406500 PO BOX 15408 SAN LUIS OBISPO CA 93406 JAMES HAAS PRESIDENT 8055406500 2017-02-02 1 SHERRI Y PARKINSON CPA P00672488 8055441441 2017-02-02 2015 2021-01-29 14:40:06Z JAMES HAAS PO BOX 15408 SAN LUIS OBISPO CA 93406 11534410 0 X WWW.T-MHA.ORG X 1979 CA HELP CHILDREN AND ADULTS WITH MENTAL ILLNESS LIVE, WORK AND GROW IN OUR COMMUNITY. 18 18 355 2838 0 0 9453622 10046379 823628 890804 3991 3344 371252 299887 10652493 11240414 0 0 0 0 6860234 7251208 0 0 22564 3556407 3614696 10416641 10865904 235852 374510 11678121 12041522 4135610 4124501 7542511 7917021 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 4315779 COMMUNITY SERVICES AND CASE MANAGEMENT SERVICES:CASE MANAGEMENT AND OUTREACH SERVICES COVER A WIDE RANGE OF PROGRAMS THAT PROVIDE INDIVIDUALIZED CARE TO CLIENTS, OUTREACH TO VULNERABLE POPULATIONS NOT CURRENTLY RECEIVING MENTAL HEALTH SERVICES, INTENSIVE 24/7 WRAP AROUND SERVICES, AND THE OPERATIONS OF WELLNESS CENTERS AND RECOVERY LEARNING COMMUNITIES IN SAN LUIS OBISPO AND NORTH SANTA BARBARA COUNTIES. IN ADDITION, TMHA OFFERS EDUCATIONAL PRESENTATIONS, TRAININGS, HELP LINES, AND RESOURCES TO THE COMMUNITY AT LARGE THROUGHOUT THE YEAR. 3299783 890804 HOUSING SERVICES:TRANSITIONS-MENTAL HEALTH ASSOCIATION OPERATES OVER A DOZEN HOUSING PROGRAMS IN SAN LUIS OBISPO AND SANTA BARBARA COUNTIES. THESE RANGE FROM PERMANENT SUPPORTIVE HOUSING FOR OUR MOST INDEPENDENT CLIENTS, TO LICENSED CARE FACILITIES WITH 24/7 STAFFING FOR BOTH ADULTS AND YOUTH. IN ADDITION, WE PROVIDE SEVERAL HOUSING OPTIONS FOR OUR HOMELESS POPULATION, WITH A RECENT FOCUS ON CHRONICALLY HOMELESS INDIVIDUALS. ALTOGETHER, WE HOUSE OVER 300 CLIENTS ANNUALLY. 1214393 270231 VOCATIONAL SERVICES:WITH A COMBINATION OF THREE SOCIAL ENTERPRISE BUSINESSES (THE TWO GROWING GROUNDS FARMS AND GROWING GROUNDS DOWNTOWN) THAT PROVIDE PAID EMPLOYMENT AND TRAINING FOR ADULTS WITH MENTAL ILLNESS, AS WELL AS OUR SUPPORTED EMPLOYMENT PROGRAM (A COLLABORATION WITH THE CALIFORNIA DEPARTMENT OF REHABILITATION), TMHA PROVIDES MINIMUM-WAGE EMPLOYMENT TO OVER 350 CLIENTS EACH YEAR.OTHER-OUTREACH AND FAMILY SERVICES:FAMILY SERVICES PROGRAMS IN SAN LUIS OBISPO AND SANTA BARBARA COUNTIES ASSIST FAMILY MEMBERS AND LOVED ONES WITH NAVIGATION OF THE PUBLIC AND PRIVATE MENTAL HEALTH SYSTEM THROUGH DIRECT FAMILY ADVOCACY, SUPPORT GROUPS, SPECIAL CLASSES AND PRESENTATIONS, AND BEHAVIORAL HEALTH NAVIGATION. OUR OUTREACH ACTIVITIES INCLUDE EDUCATIONAL PRESENTATIONS, TRAININGS, HELP LINES, AND RESOURCE REFERRALS TO THE COMMUNITY AT LARGE THROUGHOUT THE YEAR. 779582 5830 FAMILY AND OTHER SERVICES:FAMILY ADVOCATES - YOUTH PARTNERS - PARTNERS IN HOPENINE FAMILY SERVICES STAFF ASSIST FAMILY MEMBERS AND LOVED ONES TO NAVIGATE THE PUBLIC AND PRIVATE MENTAL HEALTH SYSTEM, UTILIZE COMMUNITY RESOURCES BENEFITTING FAMILIES AND CLIENTS, PARTICIPATE IN COMMUNITY EDUCATION TO ALLEVIATE THE STIGMA ABOUT MENTAL ILLNESS, AND FACILITATE SUPPORT GROUPS AND EDUCATION CLASSES FOR FAMILY AND SUPPORT SYSTEM MEMBERS. THREE STAFF ARE YOUTH FAMILY PARTNERS (TWO BI-LINGUAL) WHO WORK WITH FAMILIES WITH CHILDREN UNDER THE AGE OF 18 YEARS OLD, FOUR FAMILY ADVOCATES SUPPORT FAMILIES WITH ADULT FAMILY MEMBERS IN SAN LUIS OBISPO COUNTY, AND TWO PARTNERS IN HOPE FAMILY ADVOCATES SERVE FAMILIES IN NORTHERN SANTA BARBARA COUNTY. ALL HAVE A GOAL OF IMPROVING THE LIVES OF PEOPLE WHO HAVE BEEN IMPACTED BY SERIOUS MENTAL OR EMOTIONAL DISORDERS. FIVE OF THE PARTNERS ARE BILINGUAL AND SUPPORT FAMILIES WHO SPEAK PRIMARILY OR ONLY SPANISH. IN A YEAR, OVER 2,000 INDIVIDUALS ARE HELPED IN BOTH SANTA BARBARA AND SAN LUIS OBISPO COUNTIES. THESE PROGRAMS ARE FUNDED BY SLO AND SB BEHAVIORAL HEALTH DEPARTMENTS. 779582 5830 9609537 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 52 0 1 355 1 0 0 0 0 0 1 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X RICK WOLFE 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 2.00 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 CHRISTINE BURKETT BOARD MEMBER 1.00 X 0 0 0 REESE DAVIES BOARD MEMBER 1.00 X 0 0 0 DARRYL ELLIOTT 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 STEPHEN K HALL BOARD MEMBER 1.00 X 0 0 0 DEBORAH LINDEN BOARD MEMBER 1.00 X 0 0 0 CHRIS RICHARDSON 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 STEPANIE BAISA WILSON BOARD MEMBER 1.00 X 0 0 0 JILL BOLSTER-WHITE EXCUTIVE DIRECTOR 40.00 X 113386 0 15788 RICHARD WOLFE FINANCE DIRECTOR 40.00 X 93218 0 14177 206604 0 29965 1 0 0 0 0 88570 9757102 200707 10046379 PROGRAM RENTAL INCOME 532000 890804 890804 890804 3344 3344 59161 88570 35335 23826 23826 528892 258661 270231 270231 MISCELLANEOUS 900099 5830 5830 5830 11240414 1166865 0 27170 236568 236568 5644539 5264041 380498 928477 834176 94301 441624 396737 44887 399595 197973 201622 9249 8885 364 9598 3868 4702 1028 1454965 1286753 168212 109487 81285 28202 371530 371530 307151 291294 15857 RECREATION & CLIENT EXP 343428 343428 SUPPLIES & CAPITAL PURC 219584 188257 30975 352 TRANSPORTATION 195698 187606 8092 BAD DEBT EXPENSE 77289 77289 117122 76415 19523 21184 10865904 9609537 1233803 22564 91433 494170 1003782 867984 1330859 1515050 23546 21477 117174 129194 225831 241727 11857875 3085955 8885496 8771920 11678121 12041522 965503 978667 3170107 3145834 4135610 4124501 X 3985996 4508197 3556515 3408824 7542511 7917021 11678121 12041522 374510 0 X 0 1 X 1 1 1 X 8520490 9055779 8892094 9453622 10046379 45968364 8520490 9055779 8892094 9453622 10046379 45968364 45968364 1306 4871 5697 3991 3344 19209 477325 477325 46464898 5911729 0.98930 0.97350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2298498 2298498 7289499 1611869 5677630 878891 477776 401115 1244318 989362 254956 146669 6948 139721 8771920 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, 2016, 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. HOWEVER, TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2013 AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2012. BOWLATHON 76095 76095 10207 TEN TRUNKS 26497 5000 21497 5986 6 45139 7475 37664 19142 147731 88570 59161 35335 35335 23826 FORM 990, PART VI, SECTION B, LINE 11 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 0 1630956 TRANSITIONSMENTAL HEALTH ASSOCIATION