2026-08-04T01:47:21Z 2025-12-31 990 2025-01-01 934041682 BEHAVIORAL HEALTH WORKFORCE INSTITUTE BEHA 6172909097 3471 Jefferson St Carlsbad CA 92008 Ross Lohr Executive Director 6172909097 2026-03-24 2025 2025-03-06 01:10:19Z Helios Behavioral Health Ross Lohr 3471 Jefferson St Carlsbad CA 92008 845671 false X https://www.heliosbehavioralhealth.org X 2023 CA The Behavioral Health Workforce Institute (BHWI) advances mental health and substance use care by training, supporting, and expanding the behavioral health workforce. BHWI develops and delivers workforce training programs, provides technical assistance to healthcare organizations, and partners with primary care practices to integrate behavioral health services. The organization's programs focus on improving access to quality behavioral health care, particularly in underserved communities, by building the capacity of clinicians, care teams, and health systems. 2 1 6 0 0 0 200500 350000 0 460724 0 0 0 34947 200500 845671 0 0 0 0 149148 550150 0 0 0 17977 33792 167125 583942 33375 261729 30702 186618 0 0 30702 186618 The Behavioral Health Workforce Institute (BHWI) advances mental health and substance use care by training, supporting, and expanding the behavioral health workforce. BHWI develops and delivers workforce training programs, provides technical assistance to healthcare organizations, and partners with primary care practices to integrate behavioral health services to improve access to quality care in underserved communities. false false 524690 0 460724 Behavioral Health Workforce Training and Technical Assistance: BHWI's primary program provides workforce development training, clinical supervision support, and technical assistance to primary care practices integrating behavioral health services. In 2025, BHWI partnered with primary care organizations including Chelmsford Pediatrics, Lowell Community Health Center, and others to embed behavioral health clinicians into care teams, deliver training curricula for clinical staff, and provide ongoing consultation to improve the quality and accessibility of behavioral health services. Program activities included live training sessions, case consultation, competency-based curriculum development, and direct technical assistance to practice leadership. The program served patients and communities across Massachusetts and California, with a focus on underserved populations with limited access to specialty mental health and substance use services. 50000 50000 0 Grants and Subcontracts to Partner Organizations: BHWI awarded grants and subcontracts to partner organizations to support the expansion of behavioral health workforce capacity. In 2025, BHWI awarded $50,000 in grants to support workforce development initiatives at partner organizations, enabling those organizations to train clinicians, expand behavioral health services, and improve care integration within their communities. 574690 true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 2 0 true 6 true false false false false false false false false false false false false false false false false false false false false false false X 2 1 false false true false false false true false false true false false false false false false false false false X Ross Lohr 6172909097 3471 Jefferson St Carlsbad CA 92008 Ross Lohr Executive Director 20.00 0.00 X X 0 0 0 Jessica Lyons Director 40.00 0.00 X 43553 0 0 43553 0 0 0 false false false 2 0 350000 0 350000 Behavioral Health Workforce Training and Consulting Services 624100 460724 460724 0 0 460724 34947 34947 0 34947 845671 495671 0 0 0 0 43553 37020 6533 0 314834 267609 47225 0 48217 40984 7233 0 143546 122014 21532 0 22245 18908 3337 0 0 0 10249 8712 1537 0 0 0 1243 1057 186 0 55 0 55 0 583942 496304 87638 0 30702 186618 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 30702 186618 0 0 0 0 0 0 0 0 0 0 0 X 30702 186618 0 0 30702 186618 30702 186618 X 261729 0 -55813 -50000 X false false false false false X 0 0 0 0 0 0 0 200500 350000 550500 0 0 0 0 460724 460724 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 200500 810724 1011224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1011224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 200500 810724 1011224 X 1.00000 1.00000 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Ross Lohr Executive Director and Board Member Short-term operating loan to support cash flow X 50000 0 false true true 0 PART II, LINE 1 Ross Lohr, Executive Director and Board Member, provided a short-term interest-free loan of $50,000 to the organization on August 7, 2025 to support operating cash flow. The loan was fully repaid on October 29, 2025. The loan was approved by the board and documented in a written agreement. No interest was charged. Balance at beginning and end of year: $0. Part IV, Line 26 During 2025, the organization received an interest-free loan of $50,000 from Ross Lohr, Executive Director and board member, on August 7, 2025. The loan was made to cover short-term operating expenses. The full amount of $50,000 was repaid to Ross Lohr on October 29, 2025. The loan carried no interest and was fully repaid within the same tax year. The maximum outstanding balance during the year was $50,000. Part VI, Line 4 During 2025, the composition of the governing body changed. Andrew Bialecki and Elizabeth Loveless resigned from the board. The board now consists of two members: Ross Lohr (Executive Director) and Jessica Lyons. Part VI, Line 8a The governing body documents its decisions through written resolutions and email correspondence retained by the Executive Director. Part VI, Line 19 The organization makes its Form 990 available for public inspection upon request. Governing documents and financial statements are available to the public upon written request to the Executive Director at the organization's mailing address. Part XI, Line 9 Line 9 reflects two adjustments totaling -$105,813: (1) A prior period correction of -$55,813.45 related to overbilling of Chelmsford Pediatrics, a program service client, in prior billing periods. A reimbursement was made on December 24, 2025, recorded as a reduction of program service revenue previously recognized. (2) A reclassification of -$50,000 related to the repayment of a short-term operating loan from Executive Director Ross Lohr. The loan proceeds and repayment were recorded through the balance sheet as a liability transaction and are excluded from the Statement of Revenue and Functional Expenses (Parts VIII and IX).