FURP.ORG / PUBLIC DATA EXPLORER

BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC

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Plain text BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC. furp.org, nonprofit organization profile, tax years 2024–2025. https://furp.org/org/behavioral-health-workforce-institute-inc-934041682. Retrieved 2026-10-23.

APA furp.org. (n.d.). BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC [Nonprofit organization profile; tax years 2024–2025]. Retrieved October 23, 2026, from https://furp.org/org/behavioral-health-workforce-institute-inc-934041682

MLA “BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC.” furp.org, tax years 2024–2025, https://furp.org/org/behavioral-health-workforce-institute-inc-934041682. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2024–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $846K · expenses $584K · assets $187K

Also known as
Helios Behavioral Health
EIN
93-4041682
Address
3471 JEFFERSON ST, CARLSBAD, CA 92008-5011
Website
https://www.heliosbehavioralhealth.org
NTEE code
F30
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 2024 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jessica Lyons Director2025 $43,553$43,553 1

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Ross Lohr Executive Director2024-2025 20 $0 reported 2
Elizabeth Loveless (former) Trustee2024 2 $0 reported 1
Andrew Blalecki (former) Trustee2024 2 $0 reported 1

People by year

2025 · 2 people listed · 1 paid, $44K · 6 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jessica Lyons Director40 $43,553$0$0 $43,5531
Ross Lohr Executive Director20 $0$0$0 $02
2024 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ross Lohr Trustee10 $0$0$0 $02
Elizabeth Loveless Trustee2 $0$0$0 $01
Andrew Blalecki Trustee2 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$845,671$583,942 $186,618$186,618 $350,000$460,724 $43,55360
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$200,500$167,125 $30,702$30,702 $200,500$0 $00-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

1 grantor reported grants to this organization, $250,000 in all, tax years 2024 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2024 1$250,000 2024$250,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE CALIFORNIA ASSOCIATION OF LOCAL BEHAVIORAL HEALTH BOARDS COMMCAF30 $160,036$150,183 Executive Director$97,412 Same NTEE code F30, revenue within 2x, same state
BLACKBIRD INSTITUTE INCCAF30 $311,735$337,664 CEO$42,800 Same NTEE code F30, revenue within 2x, same state
SAGE HOLISTIC HEALTH & WELLNESS CENTERCAF30 $353,417$337,560 DIRECTOR$0 Same NTEE code F30, revenue within 2x, same state
MENTAL HEALTH AND RECOVERY COUNSELING EDUCATION AND TRAININGCAF30 $159,908$21,605 President & CEO$2,371 Same NTEE code F30, revenue within 2x, same state
CALIFORNIA MENTAL HEALTH CONNECTIONSCAF30 $109,476$99,198 President$0 Same NTEE code F30, revenue within 2x, same state
HAPPIER-HEALTHIER-PRODUCTIVE INCCAF30 $121,585$142,726 PRESIDENT$0 Same NTEE code F30, revenue within 2x, same state
PATHWAYS FOR HEALTH AND EMOTIONAL WELLNESS FOUNDATIONCAF30 $108,081$102,396 CHIEF EXECUTIVE OFFICER$0 Same NTEE code F30, revenue within 2x, same state
AVANZA FAMILY SERVICES INCORPORATEDCAF30 $185,102$193,900 PRINCIPAL OFFICER$48,628 Same NTEE code F30, revenue within 2x, same state
OROT HEALINGCAF30 $196,686$252,575 President and CEO$0 Same NTEE code F30, revenue within 2x, same state
RENEWED COMMUNITY MENTAL HEALTHCAF30 $118,340$112,063 Treasurer$11,192 Same NTEE code F30, revenue within 2x, same state
CASA DE PAZ HOUSING INCCAF30 $142,292$205,188 CHAIRPERSON$0 Same NTEE code F30, revenue within 2x, same state
CONNECTIONS FAMILY CENTER INCCAF30 $218,311$233,082 PRESIDENT$0 Same NTEE code F30, revenue within 2x, same state
911 AT EASE INTERNATIONAL INCCAF30 $387,928$423,069 SECRETARY$75,000 Same NTEE code F30, revenue within 2x, same state
CARE COUNSELORS INCORPORATEDCAF30 $353,717$350,090 DIRECTOR, PRESIDENT$104,427 Same NTEE code F30, revenue within 2x, same state
ARM OF CARE INCCAF30 $169,383$192,083 Chairman$86,384 Same NTEE code F30, revenue within 2x, same state
INTERNATIONAL BIPOLAR FOUNDATIONCAF30 $294,240$289,546 Executive Dir.$150,787 Same NTEE code F30, revenue within 2x, same state
OPTIMUM WELLNESS GROUP INCCAF30 $167,575$135,393 PRESIDENT$9,231 Same NTEE code F30, revenue within 2x, same state
GREENLIGHT CLINICCAF30 $251,927$345,616 PRESIDENT$0 Same NTEE code F30, revenue within 2x, same state
GENERATIONAL WELLNESSCAF30 $110,004$109,018 Executive director$0 Same NTEE code F30, revenue within 2x, same state
HER HEALING COMMUNITYCAF30 $311,624$359,915 Member$0 Same NTEE code F30, revenue within 2x, same state
THE CENTER FOR RESTORED & CONNECTED FAMILIESCAF30 $172,758$175,919 President & CEO$26,985 Same NTEE code F30, revenue within 2x, same state
SOUL CENTRIC EMPOWERMENT CENTERCAF30 $157,155$156,978 CEO$0 Same NTEE code F30, revenue within 2x, same state
S I R E N PROJECTCAF30 $167,078$104,083 CEO, COFOUND$9,000 Same NTEE code F30, revenue within 2x, same state
HILLSIDE WELLNESS CENTERCAF30 $194,204$263,769 CFO AND CEO$15,938 Same NTEE code F30, revenue within 2x, same state
GIVING DESIGNCAF30 $137,379$113,950 President$0 Same NTEE code F30, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
CONDUIT FOUNDATION Private foundation$5,000,0001 12023–2023 WESTERN NEW ENGLAND INSTITUTE FOR PSYCHOANALYSIS
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,414,93738 112016–2024 WINDHORSE GUILD INC; S I R E N PROJECT; LIGHTKEEPERS INTERNATIONAL INC; RESTORE CHILDREN AND FAMILY SERVICES and 7 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,276,21840 152016–2024 LIGHTKEEPERS INTERNATIONAL INC; COLE RESOURCE CENTER INC; RESTORE CHILDREN AND FAMILY SERVICES; WINDHORSE GUILD INC and 11 more
ARMAND HAMMER FOUNDATION MICHAEL A HAMMER Private foundation$800,0002 12020–2021 911 AT EASE INTERNATIONAL INC
WOOD-CLAEYSSENS FOUNDATION Private foundation$565,0003 12021–2023 911 AT EASE INTERNATIONAL INC
NORTHERN PIEDMONT COMMUNITY FOUNDATION DAF sponsor$449,7229 12013–2022 MENTAL HEALTH ASSOCIATION OF FAUQUIER COUNTY INC
COMMUNITY FOUNDATION OF JACKSON HOLE DAF sponsor$417,8466 12019–2024 TETON VALLEY MENTAL HEALTH COALITION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$417,75111 32019–2024 RESTORE CHILDREN AND FAMILY SERVICES; INTERNATIONAL BIPOLAR FOUNDATION; RISE CANYON RANCH
FRED C AND KATHERINE B ANDERSEN FOUNDATION Private foundation$325,0006 12020–2025 MENTAL HEALTH TASK FORCE OF POLK COUNTY
COLORADO GIVES FOUNDATION DAF sponsor$323,73610 22015–2024 COLORADO ASSOCIATION FOR INFANT MENTAL HEALTH; WINDHORSE GUILD INC
THE COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO DAF sponsor$308,0001 12024–2024 NEW MEXICO ASSOCIATION FOR INFANT MENTAL HEALTH INC
UNITED WAY OF CENTRAL INDIANA INC DAF sponsor$224,7143 12012–2014 MENTAL HEALTH AMERICA OF HENDRICKS COUNTY INC
FORGOOD INC DAF sponsor$208,74417 62015–2024 INTERNATIONAL BIPOLAR FOUNDATION; MANE IN HEAVEN; RACING FOR HEROES INC; STILLPOINT RESOURCES CHARITABLE TR and 2 more
SHERWOOD TRUST A STATE OF WASHINGTON NON-PROFIT CORPORATION Private foundation$205,1152 12021–2024 BLUE MOUNTAIN HEALTH COOPERATIVE
MIGHTYCAUSE CHARITABLE FOUNDATION DAF sponsor$196,4517 22015–2024 MENTAL HEALTH ASSOCIATION OF FAUQUIER COUNTY INC; MENTAL HEALTH TASK FORCE OF POLK COUNTY

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $583,942 spent · pay $550,150 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: disqualified persons $314,834$267,609$47,225$0 53.9%
Pension plan contributions $143,546$122,014$21,532$0 24.6%
Other salaries and wages $48,217$40,984$7,233$0 8.3%
Pay: officers, directors, trustees, key employees $43,553$37,020$6,533$0 7.5%
Fees: other services $22,245$18,908$3,337$0 3.8%
Information technology $10,249$8,712$1,537$0 1.8%
Insurance $1,243$1,057$186$0 0.2%
All other expenses $55$0$55$0 0.0%
Total$583,942100%

View the filing

2024 · Form 990 · $167,125 spent · pay $149,148 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $124,542$124,542-- 74.5%
Payroll taxes $17,106$17,106$0$0 10.2%
Fees: other services $8,519$8,519$0$0 5.1%
Information technology $7,952$7,952$0$0 4.8%
Other employee benefits $7,500$7,500$0$0 4.5%
Fees: legal $1,200$1,200$0- 0.7%
Insurance $306$306$0$0 0.2%
Total$167,125100%

View the filing