2014-05-06T18:24:35-05:00 2013-06-30 952772601 GLENN BURDETTE 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2012-07-01 953509040 TRANSITIONSMENTAL HEALTH ASSOCIATION TRAN 8055406500 PO BOX 15408 SAN LUIS OBISPO CA 93406 JAMES HAAS 8055406500 2014-04-28 1 MICAL W BOVEE CPA P01023187 8055441441 2012 2015-11-30 17:44:51Z X JAMES HAAS PO BOX 15408 SAN LUIS OBISPO CA 93406 10414736 0 X WWW.T-MHA.ORG X 1979 CA HELP CHILDREN AND ADULTS LIVE, WORK AND GROW IN OUR COMMUNITY. 17 17 319 30 0 0 8520490 9055779 749367 687374 1306 88064 477325 225346 9748488 10056563 0 0 0 0 6047465 6153331 0 0 82497 3417060 2949416 9464525 9102747 283963 953816 9171728 10844680 4284018 4099028 4887710 6745652 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 3806355 COMMUNITY SERVICES AND CASE MANAGEMENT SERVICES:SLO HOTLINE 1.800.783.0607 IS SAN LUIS OBISPO COUNTY'S SUICIDE PREVENTION, MENTAL HEALTH AND EMOTIONAL SUPPORT PHONE LINE. IT IS AVAILABLE FREE OF CHARGE, 24 HOURS EVERY DAY. FRIENDSHIP LINEFRIENDSHIP LINE 805.345.1877 IS A PEER-TO-PEER, NON-CRISIS TELEPHONE SUPPORT LINE, WHICH IS RUN AND STAFFED BY MENTAL HEALTH PEERS. SLOTHESTIGMAA COUNTYWIDE PUBLIC AWARENESS CAMPAIGN, SLOTHESTIGMA (SLOTHESTIGMA.ORG), FEATURES A LOCALLY-PRODUCED DOCUMENTARY FUNDED BY THE MENTAL HEALTH SERVICES ACT THROUGH SLO BEHAVIORAL HEALTH SERVICES. THE CAMPAIGNS MAIN GOALS ARE TO REDUCE THE STIGMA OF MENTAL ILLNESS AND TO RAISE PUBLIC AWARENESS ABOUT MENTAL HEALTH SERVICES IN SAN LUIS OBISPO COUNTY. PEER SUPPORT AND ADVOCACYPAID CONSUMERS OF MENTAL HEALTH SERVICES FACILITATE TMHAS PEER SUPPORT AND ADVOCACY PROGRAM. GROUPS FOCUS ON EMPOWERMENT, SELF-ADVOCACY, SHARED STORIES AND SUGGESTIONS FOR RECOVERY FROM MENTAL ILLNESS.-IN OUR OWN VOICE IS A MULTI-MEDIA, INTERACTIVE, PUBLIC EDUCATION PROGRAM PRESENTED BY MENTAL HEALTH CONSUMERS. -PEER TO PEER IS A TEN WEEK, EXPERIENTIAL EDUCATION COURSE ON THE TOPIC OF RECOVERY FOR ANY PERSON WITH SERIOUS MENTAL ILLNESS WHO IS INTERESTED IN ESTABLISHING AND MAINTAINING WELLNESS. PEER ADVISORY AND ADVOCACY TEAM THE PEER ADVISORY ADVOCACY TEAM (PAAT) MEETS TWICE A MONTH AND WORKS WITH OUR COMMUNITIES, TMHA ADMINISTRATION AND THE MENTAL HEALTH DEPARTMENTS OF SAN LUIS OBISPO AND SANTA BARBARA COUNTIES TO ENHANCE THE MENTAL HEALTH SYSTEM, EDUCATE THE COMMUNITY, AND REDUCE STIGMA. WELLNESS CENTERSLAST YEAR MORE THAN 120 ADULTS AND OLDER ADULTS WITH A MENTAL ILLNESS PARTICIPATED IN ORGANIZED ACTIVITIES THAT PROMOTE SOCIAL INTERACTION AND INDEPENDENCE. GROUP PROBLEM-SOLVING IS COMBINED WITH EDUCATION ABOUT LIFE SKILLS, SYMPTOM MANAGEMENT, COMMUNITY INVOLVEMENT AND MENTAL HEALTH RECOVERY. CURRENTLY, GROUPS FOR ADULTS AND OLDER ADULTS MEET IN SAN LUIS OBISPO, ATASCADERO AND ARROYO GRANDE.LOMPOC AND SANTA MARIA RECOVERY LEARNING COMMUNITIES RUN ENTIRELY BY PEERS PEOPLE IN MENTAL HEALTH RECOVERY SANTA MARIA AND LOMPOC RECOVERY LEARNING COMMUNITIES PROVIDE A COMBINATION OF WELLNESS AND RECOVERY-ORIENTED SERVICES IN COMFORTABLE, SUPPORTIVE MEETING PLACES. CASE MANAGEMENT SERVICES A WIDE RANGE OF SERVICES REDUCE MENTAL DISABILITY AND RESTORE FUNCTIONING CONSISTENT WITH THE NEED FOR LEARNING, DEVELOPMENT, INDEPENDENT LIVING AND ENHANCED SELF-SUFFICIENCY. CASE MANAGEMENT SERVICES INCLUDE ASSISTANCE WITH HOUSING, BUDGETING, REACHING EDUCATIONAL OR EMPLOYMENT GOALS AND SYMPTOM MANAGEMENT. EMERGENCY SERVICES CLINICIANTHE EMERGENCY SHELTER CLINICIAN OFFERS THERAPY, CASE MANAGEMENT AND REFERRALS FOR HOMELESS PEOPLE WITH MENTAL HEALTH AND/OR DRUG AND ALCOHOL ADDITION PROBLEMS WHO ARE STAYING AT THE GOOD SAMARITAN EMERGENCY HOMELESS SHELTER IN SANTA MARIA. FULL SERVICE PARTNERSHIP (FSP)DESIGNED TO ASSIST ADULTS WITH MENTAL ILLNESS THROUGHOUT OUR COMMUNITY WHO HAVE NOT BEEN ABLE TO ACCESS SERVICES IN TRADITIONAL WAYS, THE PROGRAM USES AN OUTREACH COMPONENT TO PROVIDE MENTAL HEALTH REHABILITATION SERVICES, CASE MANAGEMENT SUPPORT, 30 BEDS OF HOUSING AND REFERRALS TO OTHER HEALTH AND HUMAN SERVICE AGENCIES. FSP HOMELESS OUTREACH TEAM (HOT)THE FSP HOMELESS OUTREACH TEAM WORKS WITHIN THE COMMUNITY TO ENGAGE HOMELESS INDIVIDUALS STRUGGLING WITH MENTAL HEALTH ISSUES AND LINK THEM TO SERVICE AND SUPPORT TO ADDRESS THEIR MENTAL, PHYSICAL, AND SOCIAL HEALTH CONCERNS.FSP BEHAVIORAL HEALTH TREATMENT COURT (BHTC)THE SAN LUIS OBISPO BEHAVIORAL TREATMENT COURT (BHTC) WAS ESTABLISHED TO MORE EFFECTIVELY ADDRESS THE INCREASING NUMBER OF MENTALLY ILL DEFENDANTS CYCLING THROUGH THE COURTS AND JAILS BY CONNECTING THESE INDIVIDUALS WITH COMMUNITY TREATMENT SERVICES AND HELPING TO FIND APPROPRIATE DISPOSITIONS FOR THE CRIMINAL CHARGES BY CONSIDERING THE DEFENDANTS MENTAL ILLNESS AND THE SERIOUSNESS OF THE OFFENSE.SUPPORTED HOUSING SERVICES (SHS)THE SANTA MARIA SUPPORTED HOUSING SERVICES PROVIDES A WIDE ARRAY OF INTENSIVE, SUPPORTIVE SERVICES TO HELP PEOPLE IN MENTAL HEALTH RECOVERY LIVE INDEPENDENTLY. CLIENTS ARE SERVED BY A TEAM OF STAFF THAT INCLUDES NURSES, PSYCHIATRIC CARE AND PERSONAL SERVICE COORDINATORS. LOMPOC ACTAN ASSERTIVE COMMUNITY TREATMENT PROGRAM IN LOMPOC OFFERING TRANSITIONAL-AGED YOUTH (18-25), ADULTS AND OLDER ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS 24/7 WRAPAROUND SERVICES, SUPPORTIVE HOUSING, ALCOHOL AND DRUG TREATMENT, VOCATIONAL AND EDUCATIONAL ASSISTANCE, PEER COUNSELING AND SUPPORT, AND INDIVIDUALIZED SERVICES DIRECTED BY EACH CLIENT AND DESIGNED TO PROMOTE THEIR HEALING AND RECOVERY. 2713033 770567 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. 1126686 152793 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 GROUNDS FARMSGROWING GROUNDS FARMS IN SAN LUIS OBISPO AND SANTA MARIA USES A COMBINATION OF HORTICULTURAL THERAPY AND VOCATIONAL TRAINING, AND PROVIDES EMPLOYMENT IN A SUPPORTIVE, YET TRADITIONAL SMALL BUSINESS ENVIRONMENT. SUPPORTED EMPLOYMENT PROGRAM (SEP)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. 792089 40055 FAMILY AND OTHER SERVICES:TMHA FAMILY SERVICES PROGRAM PROVIDES COMPASSIONATE, INFORMED ASSISTANCE FOR FAMILIES, FRIENDS, AND LOVED ONES OF PERSONS THEY KNOW OR SUSPECT HAS A MENTAL ILLNESS. THERE ARE NO FEES FOR SERVICES, WHICH ARE AVAILABLE IN BOTH ENGLISH AND SPANISH. FAMILY ADVOCATES, YOUTH FAMILY PARTNERS IN SAN LUIS OBISPO COUNTY, AND PARTNERS IN HOPE IN NORTHERN SANTA BARBARA COUNTY PROVIDE A VARIETY OF SERVICES INCLUDING ONE-ON-ONE APPOINTMENTS, AND PHONE CONSULTATIONS. FAMILY ADVOCATES AND PARTNERS IN HOPE WORK WITH FAMILIES OF ADULT LOVED ONES WITH MENTAL ILLNESS, WHILE YOUTH FAMILY PARTNERS, IN SAN LUIS OBISPO COUNTY WORK AS A TEAM WITH THE FAMILIES AND CAREGIVERS OF MINOR CHILDREN WHO HAVE EMOTIONAL AND BEHAVIORAL PROBLEMS. FAMILY PARTNERS PROVIDE SUPPORT, INFORMATION, AND REFERRALS NECESSARY TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES AND THEIR CHILDREN. 792089 40055 8438163 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 48 0 1 319 1 0 0 0 0 0 1 0 0 0 0 0 X 17 17 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 5.00 X X 0 0 0 BARBARA FISCHER 2.00 X X 0 0 0 CAROL ARMSTRONG 2.00 X X 0 0 0 REESE DAVIES 3.00 X X 0 0 0 CASEY APPELL 1.00 X 0 0 0 DAVE BERNHARDT 1.00 X 0 0 0 CHRISTINE BURKETT 2.00 X 0 0 0 STEPHEN K HALL 1.00 X 0 0 0 LISA THORNHILL 1.00 X 0 0 0 DEBORAH LINDEN 1.00 X 0 0 0 BRAD RUDD 2.00 X 0 0 0 MARGARET SHEPARD 1.00 X 0 0 0 DARRYL ELLIOTT 1.00 X 0 0 0 JEREL HALEY 1.00 X 0 0 0 CINDY JOHNSON 1.00 X 0 0 0 CHRIS RICHARDSON 1.00 X 0 0 0 STEPHANIE BAISA WILSON 2.00 X 0 0 0 JILL BOLSTER-WHITE 40.00 X 101442 0 9769 RICHARD WOLFE 40.00 X 79961 0 11252 181403 0 21021 1 0 0 0 0 52887 8926332 76560 9055779 PROGRAM RENTAL INCOME 532000 687374 687374 687374 4871 4871 232931 149738 83193 83193 83193 73027 52887 40529 32498 32498 320699 167906 152793 152793 MISCELLANEOUS 900099 40055 40055 40055 10056563 963415 0 37369 197638 197638 4783836 4448980 334856 726233 632757 93476 445624 401778 43846 277597 86316 191281 15933 15563 370 1023632 953144 70488 110902 84191 26711 267162 267162 293884 293884 209197 197886 11258 53 SUPPLIES & CAPITAL PURC 298350 244132 52090 2128 RECREATION & CLIENT EXP 143815 143815 TRANSPORTATION 131825 125574 6251 ADMINISTRATIVE ALLOCATI 0 1011521 -1014450 2929 177119 92506 7226 77387 9102747 8438163 582087 82497 534522 434504 487347 1488205 1243700 728332 9395 20653 109399 96415 32066 111922 10172670 2208021 6713929 7964649 41370 9171728 10844680 668584 957890 308870 3250334 3141138 56230 4284018 4099028 X 4887710 4670783 1974869 100000 4887710 6745652 9171728 10844680 953816 904126 0 X 0 1 X 1 1 1 X 6474854 7351795 7557380 8520490 9055779 38960298 6474854 7351795 7557380 8520490 9055779 38960298 38960298 13234 1895 3579 1306 4871 24885 299687 699896 688618 477325 2165526 41150709 1204348 0.94680 0.93540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1698589 1698589 5190057 1054713 4135344 721848 312141 409707 1027299 835370 191929 1534877 5797 1529080 7964649 X 10097092 0 10097092 -40529 -40529 10056563 9143276 40529 40529 9102747 0 9102747 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013, 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, 2010 AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2009. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -40,529. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUES 40,529. BOWLATHON 56076 52887 3189 10325 TEN TRUNKS 13918 13918 5670 6 55920 55920 882 23652 125914 52887 73027 882 39647 40529 32498 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. SLO TRANSITIONS LLC 784 HIGH STREET SAN LUIS OBISPO CA 93401 453539353 HOLDING & OPERATING HOUSING PROJECTS FBO T-MHA CA 0 1505010 TRANSITIONSMENTAL HEALTH ASSOCIATION