BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC
Cite this
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jessica Lyons | Director | 2025 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Ross Lohr | Executive Director | 2024-2025 | 20 | $0 reported | 2 |
| Elizabeth Loveless (former) | Trustee | 2024 | 2 | $0 reported | 1 |
| Andrew Blalecki (former) | Trustee | 2024 | 2 | $0 reported | 1 |
People by year
2025 · 2 people listed · 1 paid, $44K · 6 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jessica Lyons | Director | 40 | $43,553 | $0 | $0 | $43,553 | 1 |
| Ross Lohr | Executive Director | 20 | $0 | $0 | $0 | $0 | 2 |
2024 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Ross Lohr | Trustee | 10 | $0 | $0 | $0 | $0 | 2 |
| Elizabeth Loveless | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Andrew Blalecki | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $845,671 | $583,942 | $186,618 | $186,618 | $350,000 | $460,724 | $43,553 | 6 | 0 |
| 2024 · Form 990 | ||||||||
| $200,500 | $167,125 | $30,702 | $30,702 | $200,500 | $0 | $0 | 0 | - |
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.
- BRIGHTNESS FOUNDATION INC Carlsbad, CA · 1 person in common (Ross Lohr)
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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| 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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THE CALIFORNIA ASSOCIATION OF LOCAL BEHAVIORAL HEALTH BOARDS COMM | CA | F30 | $160,036 | $150,183 | Executive Director | $97,412 | Same NTEE code F30, revenue within 2x, same state |
| BLACKBIRD INSTITUTE INC | CA | F30 | $311,735 | $337,664 | CEO | $42,800 | Same NTEE code F30, revenue within 2x, same state |
| SAGE HOLISTIC HEALTH & WELLNESS CENTER | CA | F30 | $353,417 | $337,560 | DIRECTOR | $0 | Same NTEE code F30, revenue within 2x, same state |
| MENTAL HEALTH AND RECOVERY COUNSELING EDUCATION AND TRAINING | CA | F30 | $159,908 | $21,605 | President & CEO | $2,371 | Same NTEE code F30, revenue within 2x, same state |
| CALIFORNIA MENTAL HEALTH CONNECTIONS | CA | F30 | $109,476 | $99,198 | President | $0 | Same NTEE code F30, revenue within 2x, same state |
| HAPPIER-HEALTHIER-PRODUCTIVE INC | CA | F30 | $121,585 | $142,726 | PRESIDENT | $0 | Same NTEE code F30, revenue within 2x, same state |
| PATHWAYS FOR HEALTH AND EMOTIONAL WELLNESS FOUNDATION | CA | F30 | $108,081 | $102,396 | CHIEF EXECUTIVE OFFICER | $0 | Same NTEE code F30, revenue within 2x, same state |
| AVANZA FAMILY SERVICES INCORPORATED | CA | F30 | $185,102 | $193,900 | PRINCIPAL OFFICER | $48,628 | Same NTEE code F30, revenue within 2x, same state |
| OROT HEALING | CA | F30 | $196,686 | $252,575 | President and CEO | $0 | Same NTEE code F30, revenue within 2x, same state |
| RENEWED COMMUNITY MENTAL HEALTH | CA | F30 | $118,340 | $112,063 | Treasurer | $11,192 | Same NTEE code F30, revenue within 2x, same state |
| CASA DE PAZ HOUSING INC | CA | F30 | $142,292 | $205,188 | CHAIRPERSON | $0 | Same NTEE code F30, revenue within 2x, same state |
| CONNECTIONS FAMILY CENTER INC | CA | F30 | $218,311 | $233,082 | PRESIDENT | $0 | Same NTEE code F30, revenue within 2x, same state |
| 911 AT EASE INTERNATIONAL INC | CA | F30 | $387,928 | $423,069 | SECRETARY | $75,000 | Same NTEE code F30, revenue within 2x, same state |
| CARE COUNSELORS INCORPORATED | CA | F30 | $353,717 | $350,090 | DIRECTOR, PRESIDENT | $104,427 | Same NTEE code F30, revenue within 2x, same state |
| ARM OF CARE INC | CA | F30 | $169,383 | $192,083 | Chairman | $86,384 | Same NTEE code F30, revenue within 2x, same state |
| INTERNATIONAL BIPOLAR FOUNDATION | CA | F30 | $294,240 | $289,546 | Executive Dir. | $150,787 | Same NTEE code F30, revenue within 2x, same state |
| OPTIMUM WELLNESS GROUP INC | CA | F30 | $167,575 | $135,393 | PRESIDENT | $9,231 | Same NTEE code F30, revenue within 2x, same state |
| GREENLIGHT CLINIC | CA | F30 | $251,927 | $345,616 | PRESIDENT | $0 | Same NTEE code F30, revenue within 2x, same state |
| GENERATIONAL WELLNESS | CA | F30 | $110,004 | $109,018 | Executive director | $0 | Same NTEE code F30, revenue within 2x, same state |
| HER HEALING COMMUNITY | CA | F30 | $311,624 | $359,915 | Member | $0 | Same NTEE code F30, revenue within 2x, same state |
| THE CENTER FOR RESTORED & CONNECTED FAMILIES | CA | F30 | $172,758 | $175,919 | President & CEO | $26,985 | Same NTEE code F30, revenue within 2x, same state |
| SOUL CENTRIC EMPOWERMENT CENTER | CA | F30 | $157,155 | $156,978 | CEO | $0 | Same NTEE code F30, revenue within 2x, same state |
| S I R E N PROJECT | CA | F30 | $167,078 | $104,083 | CEO, COFOUND | $9,000 | Same NTEE code F30, revenue within 2x, same state |
| HILLSIDE WELLNESS CENTER | CA | F30 | $194,204 | $263,769 | CFO AND CEO | $15,938 | Same NTEE code F30, revenue within 2x, same state |
| GIVING DESIGN | CA | F30 | $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).
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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $583,942 | 100% |
2024 · Form 990 · $167,125 spent · pay $149,148 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $167,125 | 100% |