Transitions - Mental Health Association
- Assets
- $15.9m
- Revenue
- $14.9m
- Investments
- $0.0
- Employees
- 349
- Location
- San Luis Obispo, CA
- Founding
- 06/1999
- Data as of
- 06/2021
- EIN
- 95-3509040
Organization Overview
Transitions - Mental Health Association is located in San Luis Obispo, CA. The organization was established in 1999. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. As of 06/2021, Transitions - Mental Health Association employed 349 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Transitions - Mental Health Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Transitions - Mental Health Association generated $14.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.8% each year. All expenses for the organization totaled $14.7m during the year ending 06/2021. While expenses have increased by 5.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
HELP CHILDREN AND ADULTS WITH MENTAL ILLNESS LIVE, WORK AND GROW IN OUR COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
MENTAL HEALTH TREATMENT SERVICES:PROMOTING THE POWER OF SUPPORT FROM PEOPLE WITH LIVED EXPERIENCE WITH MENTAL ILLNESS, THE ORGANIZATION RUNS DROP-IN CENTERS AND PEER SERVICES THAT PROVIDE MULTIPLE OPPORTUNITIES FOR PEER GATHERINGS, ONE-ON-ONE MENTORING, AND PERSONAL GROWTH. THE ORGANIZATION ALSO PROVIDES 24/7 CLINICAL SERVICES WHERE AND WHEN THEY ARE NEEDED. SERVICES INCLUDE PSYCHIATRIC CARE, HOUSING ASSISTANCE, SUBSTANCE ABUSE RECOVERY, HEALTH, FINANCIAL, EDUCATION, EMPLOYMENT AND SOCIAL SUPPORT.
HOUSING SERVICES:THE ORGANIZATION OFFERS HOUSING SERVICES TO OVER 300 INDIVIDUALS EACH YEAR, AT EVERY LEVEL OF NEED. WE ASSIST OUR CLIENTS IN CREATING AND SUSTAINING A HOME THEY CAN COUNT ON. THE ORGANIZATION BOTH OWNS AND MASTER-LEASES SUPPORTIVE HOUSING PROPERTIES THROUGHOUT SAN LUIS OBISPO AND NORTH SANTA BARBARA COUNTIES.
VOCATIONAL SERVICES:THE ORGANIZATION PROVIDES ON-GOING JOB SUPPORT AND EMPLOYMENT NECESSARY FOR HELPING INDIVIDUALS WITH MENTAL ILLNESSES TO CHOOSE, ACQUIRE AND KEEP COMPETITIVE EMPLOYMENT. WORK PROGRAMS INCLUDE THREE SOCIAL ENTERPRISES THAT HELP INDIVIDUALS LIVING WITH A MENTAL ILLNESS FIND AND MAINTAIN EMPLOYMENT WHILE PROVIDING THE SUPPORT NECESSARY TO ENSURE SUCCESS.
COMMUNITY WELLNESS AND EDUCATION:THE COMMUNITY WELLNESS AND EDUCATION PROGRAM PROVIDES COMPASSIONATE, INFORMED ASSISTANCE FOR FAMILIES, FRIENDS AND LOVED ONES OF PERSONS THEY KNOW OR SUSPECT HAVE A MENTAL ILLNESS. THE PROGRAM OFFERS DIRECT SUPPORT, INFORMATION AND EDUCATION WITH THE GOAL OF PROVIDING RECOVERY AND HOPE. IN ADDITION, A WIDE VARIETY OF TRAININGS IS PROVIDED THROUGHOUT THE YEAR TO HEALTH PROFESSIONALS AND COMMUNITY MEMBERS, OFTEN AT NO CHARGE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julia Tidik Nurse Practitioner | 40 | $151,201 | |
Jill Bolster-White Executive Director | Officer | 40 | $141,029 |
Raven Lopez Finance & Operations Direc | 40 | $114,792 | |
Megan Boaz-Alvarez Clinical Director | 40 | $106,615 | |
Christina Harney Clinical Director | 40 | $100,387 | |
James Haas President | OfficerTrustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $7,525 |
| Related organizations | $0 |
| Government grants | $12,603,929 |
| All other contributions, gifts, grants, and similar amounts not included above | $453,211 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $13,064,665 |
| Total Program Service Revenue | $1,394,314 |
| Investment income | $1,283 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $11,555 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $375,170 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $14,891,475 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $159,294 |
| Compensation of current officers, directors, key employees. | $159,294 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $8,022,289 |
| Pension plan accruals and contributions | $244,556 |
| Other employee benefits | $843,026 |
| Payroll taxes | $606,729 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $561,946 |
| Advertising and promotion | $40,626 |
| Office expenses | $153,117 |
| Information technology | $163,801 |
| Royalties | $0 |
| Occupancy | $2,428,143 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $173,137 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $430,461 |
| Insurance | $110,257 |
| All other expenses | $105,332 |
| Total functional expenses | $14,744,081 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,753,036 |
| Savings and temporary cash investments | $820,585 |
| Pledges and grants receivable | $2,139,528 |
| Accounts receivable, net | $22,096 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $107,545 |
| Prepaid expenses and deferred charges | $322,038 |
| Net Land, buildings, and equipment | $10,778,665 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $15,943,493 |
| Accounts payable and accrued expenses | $1,284,032 |
| Grants payable | $0 |
| Deferred revenue | $30,033 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $5,349,602 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $6,663,667 |
| Net assets without donor restrictions | $5,662,826 |
| Net assets with donor restrictions | $3,617,000 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $15,943,493 |
Grants Recieved
Over the last fiscal year, we have identified 8 grants that Transitions - Mental Health Association has recieved totaling $163,759.
| Awarding Organization | Amount |
|---|---|
Santa Barbara Foundation Santa Barbara, CA PURPOSE: MENTAL HEALTH, CRISIS INTERVENTION | $30,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $28,350 |
Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN PURPOSE: UNRESTRICTED GENERAL SUPPORT | $26,500 |
Henry Mayo Newhall Foundation San Rafael, CA PURPOSE: TO PROVIDE VOCATIONAL TRAINING FOR ADULTS WITH MENTAL ILLNESS | $25,000 |
Mccune Foundation Ventura, CA PURPOSE: THE LIVED EXPERIENCE ADVOCACY DEVELOPMENT (LEAD) PROJECT | $20,000 |
Community Foundation San Luis Obispo County San Luis Obispo, CA PURPOSE: UNRESTRICTED,YOUTH TREATMENT PROGRAM - EQUINE THERAPY,2021 HEALTH & WELLNESS GRANT | $19,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Arizona Behavioral Health Corporation Phoenix, AZ | $19,459,678 | $40,892,493 |
Turning Point Usa Inc Phoenix, AZ | $7,306,560 | $39,843,289 |
Central City Community Health Center Monterey Park, CA | $37,966,009 | $52,273,838 |
Koret Foundation San Francisco, CA | $515,520,670 | $39,088,314 |
South Coast Childrens Society Inc Mission Viejo, CA | $13,233,032 | $36,840,141 |
Partnerships To Uplift Communities Valley Burbank, CA | $45,863,273 | $39,395,312 |
Lake County Tribal Health Consortium Inc Lakeport, CA | $69,377,072 | $39,633,665 |
Child And Family Service Ewa Beach, HI | $20,885,160 | $29,767,300 |
Baby2baby Los Angeles, CA | $23,910,524 | $31,584,050 |
Food Bank For Monterey County Salinas, CA | $26,383,272 | $28,927,721 |
Self Enhancement Inc Portland, OR | $28,150,324 | $38,753,460 |
Oak Grove Institute Foundation Inc Murrieta, CA | $29,102,821 | $23,083,215 |