2016-02-15T00:00:00-06:00 2015-06-30 952772601 GLENN BURDETTE 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2014-07-01 953509040 TRANSITIONSMENTAL HEALTH ASSOCIATION TRAN 8055406500 PO BOX 15408 SAN LUIS OBISPO CA 93406 JAMES HAAS PRESIDENT 8055406500 2016-02-11 1 SHERRI Y PARKINSON P00672488 8055441441 2014 2016-08-17 19:52:53Z JAMES HAAS PO BOX 15408 SAN LUIS OBISPO CA 93406 10904509 0 X WWW.T-MHA.ORG X 1979 CA HELP CHILDREN AND ADULTS LIVE, WORK AND GROW IN OUR COMMUNITY. 18 18 332 75 0 0 8892094 9453622 815742 823628 5697 3991 458963 371252 10172496 10652493 0 0 0 0 6673577 6860234 0 0 21233 2937912 3556407 9611489 10416641 561007 235852 11270934 11678121 3964275 4135610 7306659 7542511 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 4096660 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. 3143720 823628 HOUSING SERVICES:WHATEVER THE LEVEL OF NEED, WE ASSIST OUR CLIENTS IN CREATING AND SUSTAINING A HOME THEY CAN COUNT ON. AT TMHA, WE NOT ONLY PROVIDE A SAFE PLACE, WE MATCH HOUSING WITH VARYING LEVELS OF CARE, BASED ON EACH INDIVIDUAL'S NEEDS. YOUNG PEOPLE (AGES 11-17) RECEIVE TREATMENT AND PRACTICE SOCIAL, EDUCATIONAL AND INDEPENDENT LIVING SKILLS IN A HOME WITH 24-HOUR SUPERVISION AND THERAPEUTIC CARE. WE ALSO OFFER TRANSITIONAL HOUSING FOR ADULTS LEARNING TO STABILIZE SYMPTOMS AND DEVELOP INDEPENDENT LIVING SKILLS. TO THOSE WITH A HISTORY OF HOMELESSNESS, WE PROVIDE HOUSING AND SUPPORT FOCUSED ON REINTEGRATION INTO THE COMMUNITY. OTHER PARTICIPANTS LIVE INDEPENDENTLY IN AFFORDABLE TMHA HOUSING, SHARING HOUSEHOLD RESPONSIBILITIES AND INTERACTING WITH THE COMMUNITY AT LARGE.TMHA'S NEWEST HOUSING PROJECT (50NOW)50NOW IS A COLLABORATION BETWEEN TMHA, CAPSLO, HASLO, AND THE COUNTY OF SAN LUIS OBISPO. BASED ON A "HOUSING FIRST" BEST PRACTICE, THE PROGRAM HAS IDENTIFIED THE 50 MOST VULNERABLE CHRONICALLY HOMELESS INDIVIDUALS IN THE COUNTY, THEN OUTREACHED TO THEM DIRECTLY IN AN EFFORT TO PERSUADE THEM TO ACCEPT BOTH SERVICES AND PERMANENT SUPPORTIVE HOUSING. 50NOW USES A MULTIDISCIPLINARY TEAM AND PROVIDES A FULL RANGE OF SERVICES THAT INCLUDE 24/7 SUPPORTIVE CARE, CASE MANAGEMENT AND HIGHLY INDIVIDUALIZED TREATMENT. 1247032 256563 VOCATIONAL SERVICES:GROWING GROUNDS DOWNTOWNOUR RETAIL STORE IN DOWNTOWN SAN LUIS OBISPO IS AN OUTLET FOR THE PLANTS AND PRODUCE GROWN AT BOTH GROWING GROUNDS FARMS. THE STORE, WHICH IS PART OF OUR NONPROFIT ORGANIZATION, PROVIDES WORK OPPORTUNITIES AND TRAINING FOR OUR CLIENTS, PARTICULARLY THOSE WHO ARE INTERESTED IN RETAIL EXPERIENCE OR WORKING WITH THE PUBLIC. GROWING GOUNDS FARMSGROWING GROUNDS FARMS OF SAN LUIS OBISPO AND GROWING GROUNDS FARMS OF SANTA MARIA IS A COMBINATION OF HORTICULTURE THERAPY AND VOCATIONAL TRAINING, AND PROVIDES EMPLOYMENT IN A SUPPORTIVE, YET TRADITIONAL SMALL BUSINESS ENVIRONMENT. THE SLO FARM PROVIDES OVER 2,700 JOB SHIFTS TO APPROXIMATELY 65 NON-DUPLICATED MENTAL HEALTH CONSUMERS EACH YEAR, AND RELIES ON TWO SOURCES OF REVENUE: SALES OF NURSERY-GROWN PLANTS AND TREES, AND AN ANNUAL CONTRACT WITH THE COUNTY OF SAN LUIS OBISPO FOR MENTAL HEALTH SERVICES. THE SANTA MARIA FARM GROWS PRODUCE, FLOWERS, AND EMPLOYS 50 CONSUMERS. IN A YEAR, EMPLOYEES WORK IN A SUPPORTIVE YET COMPETITIVE ENVIRONMENT, 3-40 HOURS PER WEEK, WITH PAY STARTING AT MINIMUM WAGE. IT IS FUNDED BY PRIVATE FOUNDATIONS AND PRODUCT SALES. GGF'S HAS BEEN RECOGNIZED LOCALLY AND NATIONALLY FOR ITS INNOVATIVE AND COST-EFFECTIVE APPROACH TO EMPLOYMENT. SUPPORTED EMPLOYMENT PROGRAM (SEP)THIS PROGRAM IS A COLLABORATION BETWEEN TMHA, THE MENTAL HEALTH SERVICES ACT (MHSA) AND DEPARTMENT OF REHABILITATION. SEP ACKNOWLEDGES THAT PEOPLE WITH DISABILITIES ASPIRE TO WORK BECAUSE EMPLOYMENT IS AN IMPORTANT SOURCE OF DIGNITY, PURPOSE AND IDENTITY. SEP IDENTIFIES LOCAL EMPLOYERS WHO WOULD LIKE TO HIRE TRAINED, MOTIVATED EMPLOYEES AND MATCHES THEM WITH CONSUMERS OF MENTAL HEALTH SERVICES WHO SEEK JOBS. OTHER PROGRAM SERVICES THAT ASSIST ADULTS AND YOUTH AGES 16-25 IN OBTAINING AND MAINTAINING COMPETITIVE EMPLOYMENT ARE: JOB SEEKERS CLUB, VOCATIONAL ASSESSMENTS, WORK ADJUSTMENT PROGRAMS, JOB PLACEMENT ASSISTANCE, JOB COACHING AND FOLLOW-UP SERVICES. 121 MENTAL HEALTH CLIENTS WERE SERVED, 216 CLIENT CLASS DAYS WERE PROVIDED, AND 54 JOB PLACMENTS WERE MADE. SUPPORTED EMPLOYMENT SERVICES ARE OFFERED IN SAN LUIS OBISPO AND NORTHERN SANTA BARBARA COUNTIES TO HELP PEOPLE PREPARE FOR AND GET JOBS. 675033 109933 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. 675033 109933 9162445 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 50 0 1 332 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 REESE DAVIES 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 2.00 X 0 0 0 STEPHEN K HALL BOARD MEMBER 1.00 X 0 0 0 LISA THORNHILL BOARD MEMBER 1.00 X 0 0 0 DEBORAH LINDEN BOARD MEMBER 1.00 X 0 0 0 BRAD RUDD BOARD MEMBER 2.00 X 0 0 0 JOSEPH C GALLAS BOARD MEMBER 1.00 X 0 0 0 DARRYL ELLIOTT BOARD MEMBER 1.00 X 0 0 0 JEREL HALEY BOARD MEMBER 1.00 X 0 0 0 STEPHANIE BAISA WILSON BOARD MEMBER 2.00 X 0 0 0 CHRIS RICHARDSON BOARD MEMBER 1.00 X 0 0 0 LUCINDA JOHNSON BOARD MEMBER 1.00 X 0 0 0 SANDY MITCHELL BOARD MEMBER 1.00 X 0 0 0 JILL BOLSTER-WHITE EXECUTIVE DIRECTOR 40.00 X 118849 0 12213 RICHARD WOLFE FINANCE DIRECTOR 40.00 X 88945 0 10475 207794 0 22688 1 0 0 0 0 79139 9222559 151924 9453622 PROGRAM RENTAL INCOME 532000 823628 823628 823628 3991 3991 64235 79139 59479 4756 4756 449100 192537 256563 256563 MISCELLANEOUS 900099 109933 109933 109933 10652493 1190124 0 8747 231106 231106 5346237 4946201 399990 46 858738 767426 91312 424153 377269 46880 4 677716 461871 200824 15021 14796 12653 2068 75 19768 2313 15920 1535 1290173 1153399 136774 123737 98204 25533 350575 350575 242474 227302 15168 4 RECREATION & CLIENT EXP 286947 286947 SUPPLIES & CAPITAL PURC 275199 243717 31460 22 TRANSPORTATION 138449 132077 6372 OTHER EXPENSES 109512 90119 16861 2532 27061 12372 12695 1994 10416641 9162445 1232963 21233 523180 91433 1169871 1003782 763142 1330859 21663 23546 95497 117174 117315 225831 11609920 2724424 8580266 8885496 11270934 11678121 946275 965503 3018000 3170107 3964275 4135610 X 3830086 3985996 3476573 3556515 7306659 7542511 11270934 11678121 235852 0 X 0 1 X 1 1 1 X 7557380 8520490 9055779 8892094 9453622 43479365 7557380 8520490 9055779 8892094 9453622 43479365 43479365 3579 1306 4871 5697 3991 19444 688618 477325 1165943 44664752 4285496 0.97350 0.95650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2298498 2298498 7300234 1368528 5931706 822182 421669 400513 1115992 927501 188491 73014 6726 66288 8885496 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, 2015, 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, 2012 AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2011. BOWLATHON 65014 65014 21717 TEN TRUNKS 18371 5000 13371 7474 6 59989 9125 50864 30288 143374 79139 64235 59479 59479 4756 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 SIX TO EIGHT SALARY SURVEYS TO RECEIVE COMPARABLE DATA ON WAGES FOR TOP MANAGEMENT LEVELS. THE SALARY SURVEYS ARE LOCAL NON-PROFITS. IN ADDITION, WE COMPARE THE WAGES OF TMHA'S EXECUTIVE DIRECTOR WITH SIX TO EIGHT OTHER NON-PROFITS AGENCIES OF THE SAME SIZE AND SCOPE. 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 1728290 TRANSITIONSMENTAL HEALTH ASSOCIATION