Nonprofit · EIN 95-3509040
TRANSITIONS - MENTAL HEALTH ASSOCIATION
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $22,254,272 | $22,398,780 | -$144,508 | $21,858,516 | $11,949,650 | $9,908,866 |
| June 30, 2024 | 990 | $20,747,316 | $19,215,469 | $1,531,847 | $22,483,055 | $12,429,681 | $10,053,374 |
| June 30, 2023 | 990 | $17,804,287 | $17,085,753 | $718,534 | $18,447,567 | $7,381,796 | $11,065,771 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $20,436,014
- of which government grants
- $19,685,820
- Program service revenue
- $1,876,447
- Investment income
- -$108,978
- Net rental income
- -$55,878
- Net gain from sales of assets
- -$162,849
- Net income from fundraising events
- -$31,085
- Net income from sales of inventory
- $124,088
- Other revenue
- $50,789
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $449,612
- Other salaries and wages
- $12,572,508
- Salaries, compensation and benefits (total)
- $15,529,065
- Professional fundraising fees
- $0
- Occupancy
- $3,059,297
- Travel
- $206,881
- Depreciation
- $547,436
- Program services (functional)
- $19,266,192
- Management and general (functional)
- $2,961,025
- Fundraising (functional)
- $171,563
Balance sheet and other
- Total assets, start of year
- $22,483,055
- Total assets, end of year
- $21,858,516
- Total liabilities, end of year
- $11,949,650
- Net assets, end of year
- $9,908,866
- Land, buildings and equipment
- $13,583,425
- Net assets without donor restrictions
- $8,122,741
- Net assets with donor restrictions
- $1,786,125
- Gross unrelated business income
- -$132,984
- Gross receipts
- $24,282,870
- Employees
- 435
- Volunteers
- 987
- Year formed
- 1979
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JILL BOLSTER-WHITE | EXECUTIVE DIRECTOR Officer | 40 | $177,957 | $29,783 |
| JULIA TIDIK | MEDICAL TEAM LEAD Key employee | 40 | $158,344 | $16,893 |
| BARRY JOHNSON | DEPUTY DIRECTOR Officer | 40 | $123,982 | $20,860 |
| MEGHAN BOAZ-ALVAREZ | CLINICAL DIRECTOR Highest-paid employee | 40 | $136,810 | $7,386 |
| CHRISTINA HARNEY | CLINICAL DIRECTOR Highest-paid employee | 40 | $135,618 | $7,782 |
| ANNA YEACKLE | LEAD CLINICIAN Highest-paid employee | 40 | $122,749 | $19,248 |
| JEAN HANSON | FINANCE DIRECTOR Officer | 40 | $120,857 | $18,640 |
| ALLISON JENSEN | PROGRAM MANAGER Highest-paid employee | 40 | $114,612 | $13,492 |
| ANTHONY FOLINO | TEAM LEADER Highest-paid employee | 40 | $115,368 | $5,560 |
| JAMES HAAS | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| TIM WILLIAMS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CAROL ARMSTRONG | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| CINDY JOHNSON | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CASEY APPELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVE BERNHARDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN BORGER | BOARD MEMBER Trustee or director | 1 | $0 |
| CAROLINE CERUSSI | BOARD MEMBER Trustee or director | 1 | $0 |
| DR PETER GARCIA | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE JOBST | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA KATHERMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARIA LEGATO | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL MARTINEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| ADAM NEWTON | BOARD MEMBER Trustee or director | 1 | $0 |
| JOY PEDERSEN | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER MACCUISH SMITH | BOARD MEMBER - PART YEAR Trustee or director | 1 | $0 |
| MARY VERDIN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIA TIDIK | MEDICAL TEAM LEAD Key employee | 40 | $179,358 | $17,583 |
| JILL BOLSTER-WHITE | EXECUTIVE DIRECTOR Officer | 40 | $165,472 | $27,707 |
| CHRISTINA HARNEY | CLINICAL DIRECTOR Highest-paid employee | 40 | $134,021 | $9,984 |
| MEGHAN BOAZ-ALVAREZ | CLINICAL DIRECTOR Highest-paid employee | 40 | $132,237 | $9,395 |
| ALLISON JENSEN | PROGRAM MANAGER Highest-paid employee | 40 | $118,209 | $12,939 |
| JEAN HANSON | FINANCE DIRECTOR Highest-paid employee | 40 | $111,024 | $17,493 |
| ANNA YEACKLE | LEAD CLINICIAN Highest-paid employee | 40 | $110,518 | $17,677 |
| JAMES HAAS | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| TIM WILLIAMS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CAROL ARMSTRONG | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| CINDY JOHNSON | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CASEY APPELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVE BERNHARDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR PETER GARCIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVE JOBST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LISA KATHERMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARIA LEGATO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL MARTINEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ADAM NEWTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHELLEY NORTHROP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOY PEDERSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HEATHER MACCUISH SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JILL BOLSTER-WHITE | EXECUTIVE DIRECTOR Officer | 40 | $157,450 | $27,492 |
| JULIA TIDIK | MEDICAL TEAM LEAD Highest-paid employee | 40 | $157,815 | $14,315 |
| MEGHAN BOAZ-ALVAREZ | CLINICAL DIRECTOR Highest-paid employee | 40 | $118,879 | $8,259 |
| ANNA YEACKLE | LEAD CLINICIAN Highest-paid employee | 40 | $111,721 | $13,692 |
| CHRISTINA HARNEY | CLINICAL DIRECTOR Highest-paid employee | 40 | $113,494 | $8,290 |
| JAMES HAAS | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| TIM WILLIAMS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CAROL ARMSTRONG | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| CINDY JOHNSON | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CASEY APPELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVE BERNHARDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR PETER GARCIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVE JOBST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LISA KATHERMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARIA LEGATO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL MARTINEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ADAM NEWTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHELLEY NORTHROP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOY PEDERSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HEATHER MACCUISH SMITH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 784 HIGH ST, SN LUIS OBISP, CA 93401-5243
- In care of
- % TRAN
- Principal officer (990 for 2024)
- JILL BOLSTER-WHITE, PO BOX 15408, SAN LUIS OBISPO, CA 93406
- Signed the 990
- JILL BOLSTER-WHITE, EXECUTIVE DIRECTOR
- Phone
- (805) 540-6500
- Website
- WWW.T-MHA.ORG
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3509040 or by the name TRANSITIONS - MENTAL HEALTH ASSOCIATION.
- 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
TRANSITIONS - MENTAL HEALTH ASSOCIATION IS A NONPROFIT ORGANIZATION DEDICATED TO ELIMINATING STIGMA AND PROMOTING RECOVERY AND WELLNESS FOR PEOPLE WITH MENTAL ILLNESS THROUGH WORK, HOUSING, COMMUNITY AND FAMILY SUPPORT SERVICES.
Program accomplishments
- 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.Expenses $8,185,369
- 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.Expenses $5,725,064 · revenue $1,876,447
- 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.Expenses $1,830,829 · revenue $124,088
- 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.Expenses $3,524,930 · revenue $13,664
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3509040
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $21,858,516
- Income (IRS master file)
- $24,282,870
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $22,254,272 | $22,398,780 | $21,858,516 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $20,747,316 | $19,215,469 | $22,483,055 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $17,804,287 | $17,085,753 | $18,447,567 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $15,941,605 | $14,874,194 | $16,725,271 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 95-3509040).
Questions about TRANSITIONS - MENTAL HEALTH ASSOCIATION
- What is the EIN of TRANSITIONS - MENTAL HEALTH ASSOCIATION?
- The employer identification number (EIN) of TRANSITIONS - MENTAL HEALTH ASSOCIATION is 95-3509040.
- Is TRANSITIONS - MENTAL HEALTH ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to TRANSITIONS - MENTAL HEALTH ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRANSITIONS - MENTAL HEALTH ASSOCIATION 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 TRANSITIONS - MENTAL HEALTH ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRANSITIONS - MENTAL HEALTH ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TRANSITIONS - MENTAL HEALTH ASSOCIATION?
- The 990 for the year ended June 30, 2025 names JILL BOLSTER-WHITE.
- Who are the officers and directors of TRANSITIONS - MENTAL HEALTH ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 26 people; 9 received compensation from the organization, the highest $177,957 (JILL BOLSTER-WHITE, EXECUTIVE DIRECTOR).
- How much revenue does TRANSITIONS - MENTAL HEALTH ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $22,254,272, expenses of $22,398,780 and total assets of $21,858,516 at year end.
Other nonprofits in SN LUIS OBISP
- SAN LUIS OBISPO NONPROFIT HOUSING CORPORATION EIN 93-1038371 · last filed 990 for 2024
- SAN LUIS OBISPO INTERNATIONAL FILM FESTIVAL INC EIN 77-0367414 · last filed 990 for 2025
- THE GALA PRIDE AND DIVERSITY CENTER EIN 77-0372544 · last filed 990 for 2024
- SPOKES EIN 77-0457478 · last filed 990 for 2025
- CARRIZO PLAIN CONSERVANCY EIN 38-3920272 · last filed 990 for 2025
- SAN LUIS OBISPO RAILROAD MUSEUM EIN 77-0277323 · last filed 990 for 2025
- CC SOCCER CORPORATION EIN 20-3220305 · last filed 990-EZ for 2025
- CAROL AND WARREN SINSHEIMER FOUNDATION INC EIN 77-0457296 · last filed 990-PF for 2025