Nonprofit · EIN 93-4041682
BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC
Tax-exempt · CARLSBAD, CA 92008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $845,671 | $583,942 | $261,729 | $186,618 | $0 | $186,618 |
| December 31, 2024 | 990 | $200,500 | $167,125 | $33,375 | $30,702 | $0 | $30,702 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $350,000
- Program service revenue
- $460,724
- Investment income
- $0
- Other revenue
- $34,947
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $43,553
- Other salaries and wages
- $48,217
- Salaries, compensation and benefits (total)
- $550,150
- Professional fundraising fees
- $0
- Program services (functional)
- $496,304
- Management and general (functional)
- $87,638
Balance sheet and other
- Total assets, start of year
- $30,702
- Total assets, end of year
- $186,618
- Total liabilities, end of year
- $0
- Net assets, end of year
- $186,618
- Net assets without donor restrictions
- $186,618
- Gross receipts
- $845,671
- Employees
- 6
- Volunteers
- 0
- Year formed
- 2023
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Lyons | Director Trustee or director | 40 | $43,553 |
| Ross Lohr | Executive Director Trustee or director, Officer | 20 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ross Lohr | Trustee | 10 | $0 |
| Elizabeth Loveless | Trustee | 2 | $0 |
| Andrew Blalecki | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3471 JEFFERSON ST, CARLSBAD, CA 92008-5011
- In care of
- % ROSS LOHR
- Principal officer (990 for 2025)
- Ross Lohr, 3471 Jefferson St, Carlsbad, CA 92008
- Signed the 990
- Ross Lohr, Executive Director
- Phone
- (617) 290-9097
California records
California keeps its own records of charities and corporations. Search them by EIN 93-4041682 or by the name BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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.Expenses $524,690 · revenue $460,724
- 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.Expenses $50,000 · grants $50,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 93-4041682
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F30)
- Assets (IRS master file)
- $186,618
- Income (IRS master file)
- $845,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $845,671 | $583,942 | $186,618 | XML |
| 990 | December 2024 | $200,500 | $167,125 | $30,702 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-4041682).
Questions about BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC
- What is the EIN of BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC?
- The employer identification number (EIN) of BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC is 93-4041682.
- Is BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC?
- The 990 for the year ended December 31, 2025 names Ross Lohr.
- Who are the officers and directors of BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC?
- The 990 for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $43,553 (Jessica Lyons, Director).
- How much revenue does BEHAVIORAL HEALTH WORKFORCE INSTITUTE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $845,671, expenses of $583,942 and total assets of $186,618 at year end.
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All nonprofits in CARLSBAD · California · Mental health and crisis intervention