TRANSITIONSMENTAL HEALTH ASSOCIATION

EIN: 953509040 501(c)(3) Unknown

SAN LUIS OBISPO, CA

Total Revenue
$22,254,272
Total Expenses
$22,398,780
Total Assets
$21,858,516
Net Assets
$9,908,866
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
CA
Principal Officer
JILL BOLSTER-WHITE
Phone
8055406500
Tax Period
2024-07-01 to 2025-06-30

TRANSITIONSMENTAL HEALTH ASSOCIATION, founded in 1979, is a mid-sized nonprofit in the Unknown sector that reported $22.3M in total revenue in fiscal year 2024.

Mission

HELP CHILDREN AND ADULTS WITH MENTAL ILLNESS LIVE, WORK AND GROW IN OUR COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,436,014
Program Service Revenue $1,876,447
Investment Income $-108,978
Other Revenue $50,789
TOTAL REVENUE $22,254,272

Expense Breakdown

Grants Paid $0
Salaries & Benefits $15,529,065
Fundraising Expenses $171,563
Program Expenses $19,266,192
Other Expenses $6,869,715
TOTAL EXPENSES $22,398,780

Year-over-Year Comparison

2024 2023 Change
Revenue $22,254,272 $20,747,316 +0.1%
Expenses $22,398,780 $19,215,469 +0.2%
Net Income $-144,508 $1,531,847 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
435
Volunteers
987

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$492,079
Total Directors
17
$0
Key Employees
1
$175,237
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES HAAS PRESIDENT 5.00
Officer Director
$0 $0 $0
TIM WILLIAMS VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
CAROL ARMSTRONG SECRETARY 3.00
Officer Director
$0 $0 $0
CINDY JOHNSON TREASURER 3.00
Officer Director
$0 $0 $0
CASEY APPELL BOARD MEMBER 1.00
Director
$0 $0 $0
DAVE BERNHARDT BOARD MEMBER 1.00
Director
$0 $0 $0
JOAN BORGER BOARD MEMBER 1.00
Director
$0 $0 $0
CAROLINE CERUSSI BOARD MEMBER 1.00
Director
$0 $0 $0
DR PETER GARCIA BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE JOBST BOARD MEMBER 1.00
Director
$0 $0 $0
LISA KATHERMAN BOARD MEMBER 1.00
Director
$0 $0 $0
MARIA LEGATO BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL MARTINEZ BOARD MEMBER 1.00
Director
$0 $0 $0
ADAM NEWTON BOARD MEMBER 1.00
Director
$0 $0 $0
JOY PEDERSEN BOARD MEMBER 1.00
Director
$0 $0 $0
HEATHER MACCUISH SMITH BOARD MEMBER - PART YEAR 1.00
Director
$0 $0 $0
MARY VERDIN BOARD MEMBER 1.00
Director
$0 $0 $0
JILL BOLSTER-WHITE EXECUTIVE DIRECTOR 40.00
Officer
$177,957 $29,783 $207,740
JEAN HANSON FINANCE DIRECTOR 40.00
Officer
$120,857 $18,640 $139,497
BARRY JOHNSON DEPUTY DIRECTOR 40.00
Officer
$123,982 $20,860 $144,842
JULIA TIDIK MEDICAL TEAM LEAD 40.00
Key Emp
$158,344 $16,893 $175,237
MEGHAN BOAZ-ALVAREZ CLINICAL DIRECTOR 40.00
Highest
$136,810 $7,386 $144,196
CHRISTINA HARNEY CLINICAL DIRECTOR 40.00
Highest
$135,618 $7,782 $143,400
ANNA YEACKLE LEAD CLINICIAN 40.00
Highest
$122,749 $19,248 $141,997
ANTHONY FOLINO TEAM LEADER 40.00
Highest
$115,368 $5,560 $120,928
ALLISON JENSEN PROGRAM MANAGER 40.00
Highest
$114,612 $13,492 $128,104
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $22,254,272 $22,398,780 $21,858,516 $-144,508
2024 No data No data No data No data
2023 $17,804,287 $17,085,753 $18,447,567 $718,534
2022 $15,941,605 $14,874,194 $16,725,271 $1,067,411
2021 $14,891,475 $14,744,081 $15,943,493 $147,394
2020 $15,146,400 $14,916,141 $15,427,600 $230,259
2019 $13,948,289 $14,033,510 $14,577,911 $-85,221
2018 $13,054,690 $13,467,012 $13,530,160 $-412,322
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