TRANSITIONS - MENTAL HEALTH ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRANSITIONS - MENTAL HEALTH ASSOCIATION (EIN 95-3509040)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201501359349303730
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T10:54:02-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952772601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN BURDETTE | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 PALM STREET | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953509040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSITIONSMENTAL HEALTH ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 8055406500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15408 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93406 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HAAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8055406500 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERRI Y PARKINSON | PreparerPersonNm |
| PTIN | P00672488 | PTIN |
| Phone | 8055441441 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES HAAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15408 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,437,946 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.T-MHA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HELP CHILDREN AND ADULTS LIVE, WORK AND GROW IN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 320 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,055,779 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,892,094 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $687,374 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $815,742 | CYProgramServiceRevenueAmt |
| PY Investment Income | $88,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,697 | CYInvestmentIncomeAmt |
| PY Other Revenue | $225,346 | PYOtherRevenueAmt |
| CY Other Revenue | $458,963 | CYOtherRevenueAmt |
| PY Total Revenue | $10,056,563 | PYTotalRevenueAmt |
| CY Total Revenue | $10,172,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,153,331 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,673,577 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $65,916 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,949,416 | PYOtherExpensesAmt |
| CY Other Expenses | $2,937,912 | CYOtherExpensesAmt |
| PY Total Expenses | $9,102,747 | PYTotalExpensesAmt |
| CY Total Expenses | $9,611,489 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $953,816 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $561,007 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,844,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,270,934 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,099,028 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,964,275 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,745,652 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,306,659 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,781,958 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,574,448 | ExpenseAmt |
| Revenue | $815,742 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,131,478 | ExpenseAmt |
| Revenue | $194,606 | RevenueAmt |
| Desc | 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 SERVES, 216 CLIENT CLASS DAYS WERE PROVIDED, AND 54 JOB PLACMENTS WERE MADE. SUPPORTED EMPLOYMENT SERVICES ARE OFFEREC IN SAN LUIS OBISPO AND NORTHERN SANTA BARBARA COUNTIES TO HELP PEOPLE PREPARE FOR AND GET JOBS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $556,741 | ExpenseAmt |
| Revenue | $243,690 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $556,741 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $243,690 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,044,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 320 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICK WOLFE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055406500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 HIGH STREET | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES HAAS | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA FISCHER | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROL ARMSTRONG | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REESE DAVIES | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CASEY APPELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE BERNHARDT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE BURKETT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN K HALL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA THORNHILL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH LINDEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD RUDD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH C GALLAS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARRYL ELLIOTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEREL HALEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY JOHNSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS RICHARDSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE BAISA WILSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY MITCHELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL BOLSTER-WHITE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $108,871 | $0 | $10,123 | |
| RICHARD WOLFE | ||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | $85,699 | $0 | $11,095 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $194,570 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,218 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $57,802 | FundraisingAmt |
| Government Grants | $8,766,406 | GovernmentGrantsAmt |
| All Other Contributions | $67,886 | AllOtherContributionsAmt |
| Total Contributions | $8,892,094 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RENTAL INCOME | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $815,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $815,742 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $815,742 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,697 | TotalRevenueColumnAmt |
| Exclusion | $5,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,166 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $57,802 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $50,499 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,667 | TotalRevenueColumnAmt |
| Exclusion | $20,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $409,557 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $214,951 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $194,606 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $243,690 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $243,690 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $243,690 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,172,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,254,038 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,364 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,640 | TotalAmt |
| Management And General | $217,640 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,159,531 | TotalAmt |
| Program Services | $4,775,942 | ProgramServicesAmt |
| Management And General | $383,589 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,926 | TotalAmt |
| Program Services | $738,295 | ProgramServicesAmt |
| Management And General | $97,631 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,480 | TotalAmt |
| Program Services | $413,537 | ProgramServicesAmt |
| Management And General | $46,943 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,844 | TotalAmt |
| Program Services | $103,254 | ProgramServicesAmt |
| Management And General | $163,295 | ManagementAndGeneralAmt |
| Fundraising | $19,295 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,483 | TotalAmt |
| Program Services | $14,238 | ProgramServicesAmt |
| Management And General | $1,084 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,960 | TotalAmt |
| Management And General | $7,994 | ManagementAndGeneralAmt |
| Fundraising | $966 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,918 | TotalAmt |
| Program Services | $987,710 | ProgramServicesAmt |
| Management And General | $133,208 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,314 | TotalAmt |
| Program Services | $70,071 | ProgramServicesAmt |
| Management And General | $15,243 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,602 | TotalAmt |
| Management And General | $130,602 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,552 | TotalAmt |
| Management And General | $305,552 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,947 | TotalAmt |
| Program Services | $214,264 | ProgramServicesAmt |
| Management And General | $13,464 | ManagementAndGeneralAmt |
| Fundraising | $219 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES & CAPITAL PURC | $308,453 | $279,285 | $27,873 | $1,295 |
| RECREATION & CLIENT EXP | $159,717 | $159,717 | ||
| TRANSPORTATION | $138,523 | $131,087 | $7,436 | |
| OTHER EXPENSES | $112,512 | $55,558 | $16,868 | $40,086 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,087 | TotalAmt |
| Program Services | $1,101,667 | ProgramServicesAmt |
| Management And General | -$1,067,474 | ManagementAndGeneralAmt |
| Fundraising | $3,894 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,611,489 | TotalAmt |
| Program Services | $9,044,625 | ProgramServicesAmt |
| Management And General | $500,948 | ManagementAndGeneralAmt |
| Fundraising | $65,916 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,504 | BOYAmt |
| EOY | $523,180 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,205 | BOYAmt |
| EOY | $1,169,871 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,332 | BOYAmt |
| EOY | $763,142 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,653 | BOYAmt |
| EOY | $21,663 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,415 | BOYAmt |
| EOY | $95,497 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,922 | BOYAmt |
| EOY | $117,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,093,341 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,513,075 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,964,649 | BOYAmt |
| EOY | $8,580,266 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,844,680 | BOYAmt |
| EOY | $11,270,934 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,890 | BOYAmt |
| EOY | $946,275 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,141,138 | BOYAmt |
| EOY | $3,018,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,099,028 | BOYAmt |
| EOY | $3,964,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,670,783 | BOYAmt |
| EOY | $3,830,086 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,974,869 | BOYAmt |
| EOY | $3,476,573 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,745,652 | BOYAmt |
| EOY | $7,306,659 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,844,680 | BOYAmt |
| EOY | $11,270,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $561,007 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,351,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,557,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,520,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,055,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,892,094 | CurrentTaxYearAmt |
| Total | $41,377,538 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,351,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,557,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,520,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,055,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,892,094 | CurrentTaxYearAmt |
| Total | $41,377,538 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $41,377,538 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,697 | CurrentTaxYearAmt |
| Total | $17,348 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $699,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $688,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $477,325 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,865,839 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,260,725 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,746,920 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,915,590 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,915,590 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,710,057 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,253,048 | DepreciationAmt |
| Book Value | $5,457,009 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $777,040 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $366,068 | DepreciationAmt |
| Book Value | $410,972 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,026,800 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $887,698 | DepreciationAmt |
| Book Value | $139,102 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $663,854 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $6,261 | DepreciationAmt |
| Book Value | $657,593 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,580,266 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,222,995 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $50,499 | OtherRevenueAmt |
| Revenue Not Reported | $50,499 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,172,496 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,172,496 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,661,988 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $50,499 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $50,499 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,611,489 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,611,489 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014, 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, 2011 AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 50,499. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 50,499. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BOWLATHON | NameOfEvent1Amt |
| Gross Receipts Event1 | $57,802 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $57,802 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $12,625 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | TEN TRUNKS | NameOfEvent2Amt |
| Gross Receipts Event2 | $13,307 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $13,307 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,481 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $57,859 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $57,859 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $29,393 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $128,968 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $57,802 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,166 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,499 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,499 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,667 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 LEVELS. THE SALARY SURVEYS ARE CALIFORNIA ASSOCIATION OF SOCIAL REHABILITATION ASSOCIATION AND THE CENTER FOR NON-PROFIT MANAGEMENT AGENCIES OF THE SAME SIZE AND SCOPE. IN ADDITION, WE COMPARE THE WAGES OF TMHA'S EXECUTIVE DIRECTOR WITH TWO OTHER NON-PROFIT 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLO TRANSITIONS LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 HIGH STREET | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453539353 | EIN |
| Primary Activities | HOLDING & OPERATING HOUSING PROJECTS FBO T-MHA | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $1,728,290 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSITIONSMENTAL HEALTH ASSOCIATION | BusinessNameLine1 |
Comments