TRANSITIONSMENTAL HEALTH ASSOCIATION Charity Report

Public IRS 990 nonprofit record

TRANSITIONSMENTAL HEALTH ASSOCIATION

EIN 95-3509040 · Unknown (Z99)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

86.57%of revenue went to mission work86.0% of expenses · Program services

0.77%of revenue went to fundraising0.8% of expenses

$100.65spent for every $100 of revenueSpending was higher than revenue this year.

13.31%of revenue went to management and office costs13.2% of expenses

$0.98in assets for every $1 spent this yearSome assets cannot be spent right away.

91.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $144,508 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $207,740 for JILL BOLSTER-WHITE (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$22,254,272

Mission workProgram services$19,266,19286.57% of revenue86.0% of expenses

ManagementOffice and general costs$2,961,02513.31% of revenue13.2% of expenses

FundraisingAsking for donations$171,5630.77% of revenue0.8% of expenses

Total expenses$22,398,780100.65% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 86.0% mission · 13.2% management · 0.8% fundraisingTotal expenses: 100.65% of revenue

2023Expense mix: 85.3% mission · 13.9% management · 0.8% fundraisingTotal expenses: 92.62% of revenue

2022Expense mix: 86.3% mission · 12.9% management · 0.9% fundraisingTotal expenses: 95.96% of revenue

2021Expense mix: 87.0% mission · 12.5% management · 0.5% fundraisingTotal expenses: 93.30% of revenue

2020Expense mix: 89.1% mission · 10.2% management · 0.7% fundraisingTotal expenses: 99.01% of revenue

2019Expense mix: 89.0% mission · 10.2% management · 0.9% fundraisingTotal expenses: 98.48% of revenue

2018Expense mix: 89.4% mission · 10.1% management · 0.5% fundraisingTotal expenses: 100.61% of revenue

2017Expense mix: 89.0% mission · 10.7% management · 0.3% fundraisingTotal expenses: 103.16% of revenue

Money in and money out

Revenue$22,254,272

Expenses$22,398,780

Annual shortfall $144,508 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$19,266,192 · 86.0% of expenses

Management and office costs$2,961,025 · 13.2% of expenses

Fundraising$171,563 · 0.8% of expenses

See all reported dollar amounts

Revenue$22,254,272

Expenses$22,398,780

Assets$21,858,516

Income$24,282,870

Contributions$20,436,014

Mission work (program services)$19,266,192

Fundraising$171,563

Management and general$2,961,025

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JILL BOLSTER-WHITEEXECUTIVE DIRECTOR · 40 hrs/week $207,740Base $177,957 · Other $29,783

JULIA TIDIKMEDICAL TEAM LEAD · 40 hrs/week $175,237Base $158,344 · Other $16,893

BARRY JOHNSONDEPUTY DIRECTOR · 40 hrs/week $144,842Base $123,982 · Other $20,860

MEGHAN BOAZ-ALVAREZCLINICAL DIRECTOR · 40 hrs/week $144,196Base $136,810 · Other $7,386

CHRISTINA HARNEYCLINICAL DIRECTOR · 40 hrs/week $143,400Base $135,618 · Other $7,782

ANNA YEACKLELEAD CLINICIAN · 40 hrs/week $141,997Base $122,749 · Other $19,248

JEAN HANSONFINANCE DIRECTOR · 40 hrs/week $139,497Base $120,857 · Other $18,640

ALLISON JENSENPROGRAM MANAGER · 40 hrs/week $128,104Base $114,612 · Other $13,492

ANTHONY FOLINOTEAM LEADER · 40 hrs/week $120,928Base $115,368 · Other $5,560

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

JILL BOLSTER-WHITEEXECUTIVE DIRECTOR

JULIA TIDIKMEDICAL TEAM LEAD

BARRY JOHNSONDEPUTY DIRECTOR

MEGHAN BOAZ-ALVAREZCLINICAL DIRECTOR

CHRISTINA HARNEYCLINICAL DIRECTOR

ANNA YEACKLELEAD CLINICIAN

JEAN HANSONFINANCE DIRECTOR

ALLISON JENSENPROGRAM MANAGER

ANTHONY FOLINOTEAM LEADER

MICHAEL MARTINEZBOARD MEMBER

STEVE JOBSTBOARD MEMBER

MARY VERDINBOARD MEMBER

MARIA LEGATOBOARD MEMBER

LISA KATHERMANBOARD MEMBER

ADAM NEWTONBOARD MEMBER

TIM WILLIAMSVICE PRESIDENT

JOY PEDERSENBOARD MEMBER

JOAN BORGERBOARD MEMBER

JAMES HAASPRESIDENT

HEATHER MACCUISH SMITHBOARD MEMBER - PART YEAR

DR PETER GARCIABOARD MEMBER

DAVE BERNHARDTBOARD MEMBER

CINDY JOHNSONTREASURER

CASEY APPELLBOARD MEMBER

CAROLINE CERUSSIBOARD MEMBER

CAROL ARMSTRONGSECRETARY

About this charity

Recognized since: January 1999
Location: 784 HIGH ST, SN LUIS OBISP, CA 93401-5243
County: San Luis Obispo
In care of: % TRAN
Primary officer: JILL BOLSTER-WHITE, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(805) 540-6500

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: GLENN BURDETTE
NTEE classification: Unknown (Z99)
IRS tax category: Unknown