HomeMy WebLinkAboutTMHA 2024-25 HSG ApplicationHuman Services Grant Application
2024-25 Application Questions
Part 1 Basic Information
1. Organization Name *
Transitions-Mental Health Association
2. Fiscal Agent (if different than above)*
n/a
3. Project/Program Name *
Growing Grounds Downtown
4. Requested Amount *
$20,000
5. Name of Person Completing Application *
Michael Kaplan
6. Name of Person for Grant Communication and Contract for Grant Cycle (if different from above)*
Michael Kaplan
7. Organization Mailing Address *
784 High Street, San Luis Obispo 93401
8. Phone *
805-540-6513
9. Email *
mkaplan@t-mha.org
Part 2 Organizational Information
1. Purpose/Mission Statement *
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.
2. Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
TMHA’s philosophical approach to service delivery is to create a supportive, structured environment that is responsive to the needs and
preferences of clients and their families, focusing on increased self-determination. The emphasis of the many programs run by TMHA is to
facilitate the learning of vital independent living skills, and to build a framework for community re-entry through empowerment and
experience. 32% of the staff we hire have lived experience with mental illness, and these individuals hold positions that include program
manager, peer specialist, mental health advocate, homeless outreach worker, accounting and retail sales.
TMHA services include Mental Health Services Act (MHSA) Full Service Partnerships intensive treatment programs, adult and adolescent
mental health treatment programs and housing, vocational and employment services, homeless services, case management, clinical and
therapy support, social rehabilitation programs, wellness centers, support groups, public outreach and mental health education, and family
advocacy services. TMHA also operates the Growing Grounds Farm and Nursery and the Growing Grounds Downtown store in San Luis
Obispo; two social enterprise businesses that provide employment for over 90 disabled people annually. In 2010, TMHA assumed operation
of the Central Coast Hotline (formerly SLO Hotline), a 24-hour suicide prevention and mental health crisis line that accepts over 10,000 calls
each year and recently added a texting component.
3. Name of Executive Director *
Jill Bolster-White
4. Name of Board President or Chair *
James (JT) Haas
5. Number of paid staff (full or part-time)*
270
6. Number of volunteers *
1,170
7. Describe the community(ies) your organization supports *
TMHA serves adults and transitional age youth living with mental illness, many of whom are at-risk of homelessness. We also provide
services to this population’s family members.
8. Approximate Annual Budget *
$20,633,000
9. Major Sources of Funding *
Contracts with County Government agencies, including San Luis Obispo Behavioral Health Department, San Luis Obispo Department of
Social Services, and Santa Barbara County Behavioral Wellness. In addition, we raise over $2 million each year in grants and private
donations.
Part 3 Project/Program Information
14. In the table below include a minimum of four (4) metrics or performance outcomes that
relate to the implementation/success of the project. Examples include: # of SLO City
residents served, # of referrals provided to individuals seeking social services.
Methods of Evaluation Indicators of Success / Measurable Outcomes
Number of clients participating in the program With this grant, GGD will provide employment and vocational
training to 24 clients.
Percentage of clients served who go into job development 40% of GGD client employees will access TMHA Supportive
Employment Services.
Percentage of clients who go into job development and gain
employment
40% of clients who go into job development will gain
employment.
During the grant period, clients will demonstrate the use of
learned practices, as well as the understanding of conditions and
requirements in order to obtain and maintain employment.
During the grant period, clients will demonstrate the use of
learned practices, as well as the understanding of conditions and
requirements in order to obtain and maintain employment, by a
minimum increase of 25%.
1. Please provide an executive summary of proposed project/program *
A great deal has been written in recent years about the link between mental illness, poverty, and homelessness. According to The California
Association of Social Rehabilitation Agencies (CASRA) adults with severe and persistent mental illness have a 92% state-wide unemployment
rate. Anyone who has gone through a period of unemployment understands the frustration and humiliation that comes with the inability
to support oneself. Adults living with mental and emotional disorders already feel marginalized by society. We hear repeatedly from our
clients that they desire work in order to lead a "normal life." Yet there are few legitimate opportunities, despite a healthy economy.
Growing Grounds Enterprises represents a notable first step in California's Central Coast for mentally disabled adults to return to work.
The Growing Grounds Downtown Store (GGD), located across from the Mission in the City of San Luis Obispo, is one of three Growing
Grounds social enterprises. Each year, the GGD provides vocational training and paid employment to 20 TMHA clients. A HRC grant would
allow us to add another 4 clients, with a focus on individuals who are at risk of homelessness.
2. Total Project Cost?*
$294,764.00
3. Requested Project Amount *
$20,000.00
4. Please provide a detailed description of proposed project/program *
For 40 years, Transitions-Mental Health Association (TMHA) has operated the Growing Grounds Farm and Nursery of San Luis Obispo, one
of California's most compassionate, proactive forms of treatment for adults challenged by mental illness. A combination of vocational
training and therapeutic horticulture, the farm provides a disenfranchised population with true employment opportunities. Our employees
are diagnosed with persistent illnesses such as schizophrenia, bipolar disorder, anxiety disorder or major depression. The vast majority of
our clients are on SSI ($1,133/month), and several are on General Relief ($355/month).
Growing Grounds Farm proved to be such a successful program that TMHA established a second farm in Santa Maria in 2000. In 2005, we
added Growing Grounds Downtown, a retail outlet in the commercial section of San Luis Obispo. These three social enterprises now work
in concert with our Supported Employment Programs to create a structured, multi-step on-the-job training service. There are no other
programs in San Luis Obispo County that provide this unique combination of paid employment and vocational training. The Growing
Grounds Enterprises (GGE) Program:
• Covers two counties, three locations, serves over 140 clients annually, and represents nearly $485,000 in annual produce, flower, and
nursery sales.
• Provides the best ground-floor opportunity in both Northern Santa Barbara and San Luis Obispo Counties for mentally disabled adults
to return to work.
• Offers the only multi-level vocational training program for adults with mental illness in Central California, providing each client with a
well-defined path of advancement and responsibility. That path leads from the fields to the nurseries, to preparing and creating products
for the farm and shop, to the upkeep and support of the downtown outlet, to conducting business with paying customers, to a transitional
point of “graduation” that leads to job opportunities in the local community, through our agency ’s Supported Employment Programs (SEP)
of San Luis Obispo and Northern Santa Barbara Counties.
• Strives to be a fixture in the community through local nurseries, landscapers, farmers markets, on-site farm stands, and our retail
location.
• Represents a replicable, excellent practice for employing, training, and assisting adults with mental illness rise out of poverty and live
independently.
The Growing Grounds Enterprises is composed of three distinct levels: employment on one of the farms; employment with a direct
customer service component at the downtown retail outlet, Santa Maria farm stand or delivery service; and employment within the greater
community of San Luis Obispo and Santa Barbara Counties through a quartet of Supported Employment Programs (SEP) that are a
collaboration between TMHA and California’s Department of Rehabilitation.
Each client is hired at the Growing Grounds Downtown Store for a 4 month period, with 3 hours of shifts each week. During this period,
they receive:
• Vocational training in all aspects of marketing, presentation and selling.
• Training in work readiness, such as personal responsibility for a work schedule, arranging for transportation, wearing suitable attire
and being punctual.
• Opportunities for job advancement and increased responsibility.
• Individual meetings with program staff to discuss and create personal milestones.
• A safe, supervised environment for strengthening social skills among peers.
• Input from Supported Employment Program (SEP) Vocational Specialists who work one-on-one with individuals.
• SEP Job Coaching, Job Development, Benefits Counseling, Job Readiness Training, and Vocational Assessment.
• Individualized time-unlimited job support.
• A job and a paycheck.
For nearly 40 years, we have accomplished our goal of providing employment and training for our clients. But something equally important
has occurred: the three unique entities comprising our program have grown into legitimate businesses that have taken their place within
the communities of California's Central Coast. Our Downtown Store has become a well-loved outlet for succulents, pots, air plants, and
other home decorations. The fact that our social enterprises have forged a meaningful role in the larger community indicates that we are
accomplishing one of our most significant goals: reducing the stigma of mental illness and integrating our clients into the community at
large.
In providing clients with the opportunity to acquire jobs and skills, we have seen increased health and well-being and a decreased use of
expensive and traumatic community intervention. We have witnessed positive results as clients move into other jobs and re-establish their
lives in the community. Recovery, growth and independence are crucial to our agency ’s mission, and our experience with Growing Grounds
Enterprises demonstrates that all three goals are achievable when you empower clients to realize personal milestones through
employment.
5. Describe the community/population the project/program will support.*
Our employees are diagnosed with persistent illnesses such as schizophrenia, bipolar disorder, anxiety disorder or major depression. The
vast majority of our clients are on SSI ($1,133/month), and several are on General Relief ($355/month). Many are at risk of homelessness,
while others live in one of TMHA’s supported housing programs.
6. The HRC has identified homeless prevention including affordable and alternative housing, supportive services, and
transitional housing as the main funding priority. Does your grant request meet this funding priority?*
Yes
No
7. Which other priority of the non-ranked HRC funding priorities does your request support? Please check the appropriate
boxes:*
Hunger and malnutrition prevention
Supportive physical and mental health services for those in need
Services for seniors and/or people with disabilities in need
Supportive and developmental services for children and youth in need
Services encouraging diversity, equity, and inclusivity in marginalized communities
8. Provide timeline for project *
Growing Grounds Downtown Store is an ongoing operation. We anticipate hiring additional clients who are at risk of homelessness upon a
grant award.
9. Identify any partnerships/collaborations that are supporting this project/program and their roles *
Both the California Department of Rehabilitation and the San Luis Obispo Behavioral Health Department are regular collaborators on our
vocational program.
10. Describe your plan for sustainability beyond the City’s one-year award funding *
As mentioned previously, our Growing Grounds programs have been in operation for 40 years. Through a combination of contracts with
County Behavioral Health and the Department of Rehabilitation, revenue from sales, and grants and private donations, the Growing
Grounds Store has remained in operation for nearly 20 years.
11. Describe the plan for promoting this project, program, or service within the City of San Luis Obispo *
As a social enterprise business, Growing Grounds Downtown is regularly promoting itself to the residents of San Luis Obispo. This includes
a robust social media presence, regular mailings via Constant Contact, and the occasional paid advertisement. If a Grant-in-Service is
awarded to the program, we will promote this through social media, and the marquee in front of TMHA headquarters which is passed each
day by over 14,000 cars.
12. Est. Number of people served through this project/program *
24
13. Est. Number of SLO City Residents served through this project/program *
17
Attachments
Copy of Organization’s most recent complete fiscal year financial statement (for the previous year because it is the
middle of the current fiscal year) including a statement of financial position/balance sheet, statement of revenue &
expenses/income statement, profit & loss.
Financial Statement *
TMHA - Financial Statement.pdf 264.8KB
1-page Organization Chart *
TMHA Org Chart.pdf 3.78MB
Document Certifying Federal Tax-Exempt Status *
TMHA-IRS501c3.pdf 158.09KB
1-page detailed budget for the program including how the total requested amount of grant would be spent.
Budget *
TMHA - GGD HRC Grant Budget Proposal.pdf 22.55KB
1-page DEI statement that includes:
Applicants’ understanding and application of DEI
Affirming language that creates access and a sense of belonging in our community apart from grant
Explain how this project will advance DEI in the City of SLO
DEI Statement *
TMHA Diversity Statement.pdf 185.15KB
HOMELESS
SERVICES
PROGRAMS (HSP)
H o u s i ng N O W
P e r m a n e n t S u p p o r t i v e
H o u s i n g
Transitions-Mental Health Association Organization Chart
Revised 1-31-24
J i l l B o l s t e r -W h i t e
E X E C U T I V E D I R E C T O R B a r r y J o h n s o n
D E P U T Y D I R E C T O R
K r i s t e n A l e x a n d e r
H R D I R E C T O R
J e a n i e H a n s o n
F I N A N C E D I R E C T O R
M i c h a e l K a p l a n
COMMUNITY ENGAGEMENT
DIRECTOR
V i v i e n D e v a n e y -F r i c e
O P E R A T I O N S
D I R E C T O R
M e g h a n B o a z A l v a r e z
C L I N I C A L D I R E C T O R
M a r k L a m o r e
HOUSING & HOMELESS
SERVICES DIRECTOR
S h a w n I s o n
EDUCATION &
ADVOCACY DIRECTOR
D a n C a n o
V O C ATION AL SE RV ICES
DI RE C TOR
C h r i s t i n a H a r n e y
S B C OUNTY C LINICAL
D IR E C TO R
COMMUNITY
RESIDENTIAL
PROGRAMS (CRP)
C o mmu ni t y H o u s i ng
B i s h o p S t r e e t S t ud i o s
F S P H o u s i n g
S Y Ap ar t m e n t s
F i na nc e Ma n a g e rs
P a y r o l l C o o r d i na t o r
F i n a n c e C oo r d i n a to r
A c c ou nt i ng C o o di n a t or
H R M a n a g e r
H R C o o r d i na t o r
O f f i c e C o o r d i n a t o r s
O f f i c e M a in t e n a nc e
P e r f o r m an c e M e a s u re s
& O u t c o m e s
C om m u n it y R es ou r c e
C o o rd i n a to r
F u n d ra i s i n g Ev en t s
Sp ec i a l i st
O utr ea ch & Pre se nta t i o n s
C oo r d i n a t or
H i g h S c h o o l P r e s e n te r
SE T
B H E E T
P A A T
T A R P
BEHAVIORAL
HEALTH
NAVIGATION (BHN)
H o p e H ou se (S LO )
S a f e H a v e n (A G )
L i f e Ho u s e (A t a s )
SLO COUNTY
WELLNESS
CENTERS
FAMILY SERVICES
ADULT TREATMENT
PROGRAM (ATP)
GROWING
GROUNDS
ENTERPRISES
SUPPORTED
EMPLOYMENT
PROGRAM (SEP)
D o w n to w n /R e t ai l (S L O )
N u r s e ry (S LO )
F a r m (S M)
WORKFORCE
INVESTMENT GRANT
(WIG)
SB COUNTY
WELLNESS
CENTERS
W C - S an t a M a r i a
W C - L o m p o c
SUPPORTIVE
COMMUNITY
SERVICES (SCS)
FAMILY SERVICES
P a r t ne r s i n H o p e
LIVED EXPERIENCE
ADVOCACY
DEVELOPMENT
(LEAD)
QUALITY ASSURANCE
BRIEF THERAPY
CLINIC (BTC)
CENTRAL COAST
HOTLINE
YOUTH TREATMENT
PROGRAM (YTP)
FULL SERVICE
PARTNERSHIP (FSP)
HOMELESS
OUTREACH TEAM
(HOT)
R o b R e y n d e r s
P R O P E R T Y M A N A G E R
H o u s i n g A s si s ta nt
M a i nt e n a n c e
HOUSING,
DISABILITY, AND
ADVOCACY
PROGRAMS
H DA P
H HA P
P AT H
H E P
C o m m u n i t y A c t i on T e a m
M o b il e C r i s i s Un i t (M CU )
P e o p l e ’s S e l f -H e l p
H o u s i n g (P S H H )
I T D E P A R T M E N T
D a v i s F o l e y
T r av i s W o lf
El i z a b e t h Ro w l ey
M i r y am M o ct e z u m a
J u a n G a l v a n
L i br a r y O ut r e a c h T ea m
(L O T )
F o re n s i c R e -E nt r y (F R S )
EXECUTIVE TEAM
Executive Director (Jill Bolster-White)
Executive Assistant (Loretta Doukas)
HUMAN RESOURCES
HR Director (Kristen Alexander)
HR Manager (Meg Madsen)
HR Coordinator (Marino Corona)
FINANCE TEAM
Finance Director (Jeanie Hanson)
Finance Manager (Adrianne Mosesian)
Finance Manager (Jo Delker)
Payroll Coordinator (Andrew Dolan)
Finance Coordinator (Lorie Apilado)
Accounting Coordinator (Vacant)
COMMUNITY ENGAGEMENT
TEAM
Community Engagement Director (Michael Kaplan)
Community Resource Coordinator (Clara Cobb)
Fundraising Events Specialist (Eileen Calandro)
Graphic Design Specialist (Ten Crandall)
Outreach & Presentations Coordinator (Kendra Belch)
High School Program Presenter (Shannon McDermott)
PROPERTY MANAGEMENT
Property Manager (Rob Reynders)
Housing Assistant (Steve Stoner)
Maintenance (George Lepper)
OPERATIONS TEAM
Operations Director (Vivien Devaney-Frice)
Office Coordinator (Heather Hiramatsu)
Office Coordinator (Brandy Billington)
Office Maintenance (Sharon Samuel)
Performance Measures & Outcomes (Madeleine Smith)
CLINICAL TEAM
Clinical Director (Meghan Boaz Alvarez)
Medical Team Lead (Julia Tidik, NP)
Psychiatrists (Victor Perez MD, David Powles MD
Registered Nurse (Sheli Sebo, Karla Esquivel)
Medication Manager (Shakora Holt, Don Clutter)
Medical Assistant (Meghan Carter)
HOMELESS OUTREACH
TEAM/HOT FSP
Team Leader (Miriam Vargas)
Therapists (Candance McGuiness, Vacant)
HOT Outreach Workers (Dan Keller, Ceddric Bermudez)
Registered Nurse (Sheli Sebo, Karla Esquivel)
Case Managers (Brandon Ginkel, Andrea Magnia)
Medication Manager (Don Clutter)
Clinician (Ixchel Morfin)
Program Mentor (Samuel Moreno)
Library Outreach Team (LOT)
Social Worker (Margaret Shepard Moore)
Outreach Worker (Kevin Casbeer)
Forensic Re-Entry Services (FRS)
Case Managers (Jonas Ricasata, Nicole Goodwin)
ADULT FULL SERVICE
PARTNERSHIP (FSP)
Team Leader (AJ Folino)
Lead Clinician (Jyana Wechsler, PsyD)
Therapists (Nikki Williams, Meggan Rodarte,
Thomas Wylie)
Psychiatrists (Victor Perez MD, David Powles MD)
Medication Manager (Shakora Holt)
Medical Assistant (Meghan Carter)
Medical Support Scribe (Jordan Hopkins)
Clinical Intern (Vacant)
Case Managers (Jennifer Eisen-Kearns, Kathleen
Gamboni, Risa Marble, Vacant)
WIG Intern (Cruz Garcia)
YOUTH TREATMENT
PROGRAM (YTP)
Program Manager (Alley Jensen)
Assistant Manager (Laila Ness-PM, Vacant-AM)
Lead Clinician (Anna Yeackle)
Medication Manager (Cassidy Craine)
Milieu Social Worker (Michaela Roy)
Residential Youth Counselors (Paloma Basulto, Max
Grundmeier, Jess Moody, Tania Moeller, Vanessa
Vasquez-Jones, Briana Ornelas-Parrish, Michelle
Pellegrin, Olivia Boles, Anthony Benitez, Fernanda
DeLeon, Ray Tavarez, Landon Benado, Marissa
Magana, Kevin Casbeer, Kallie Kidder, Lando Flores,
Fermin Loza - relief)
QUALITY ASSURANCE
QA Manager (Chad Kever)
QA Assurance Coordinator (Aspen Snyder)
HOUSING & HOMELESS SERVICES
Housing & Homeless Services Director (Mark Lamore)BRIEF THERAPY CLINIC (BTC)
Therapist Interns (Natalie Smith, Paul Ebo, Isabella
Ruiz, Lindsey Melendrez)
CENTRAL COAST HOTLINE
Program Manager (Melanie Barket)
Program Coordinator (Mary Mills, Gibar Colin)
Texting Program Coordinator (Roberto Cueva)
Crisis Line Specialists (Chi Lao, Sam Rankin, Amanda
Rafferty, Julia Byllesby, Christa Hudson, Kimberly
DeClercq, Hailey Johnson, Lisa Jouet, Kristin Nuzzolillo,
Griffin Spaulding)
COMMUNITY RESIDENTIAL
PROGRAMS (CRP)
Program Manager (Cody LaMacchia-Meeks)
Assistant Manager (Jennifer Newman)
Community Housing (CH)
Housing Assistant-PT (Vacant)
Residential Case Managers (Kenia Alba, Lauren Humphrey,
Marissa Magana)
Supply Delivery Driver (Mario Perez)
Bishop Street Studios (BSS)
Case Managers (Marissa Magana, Lorraine Espana)
FSP Housing-SLO
Residential Case Managers (Danielle Nelson, Vacant)
FSP Housing-Atascadero (SYA)
Residential Case Managers (Abgail Hanley-Cox)
Independent Living Skills Specialist-PT (Brian McCurley)
HOMELESS SERVICES
PROGRAMS (HSP)
Program Manager (Crystal Racicot)
Assistant Manager (Chanda Miller)
HousingNOW Program
Therapist (Lori Eister)
Registered Nurse (Monica Diaz)
Support Specialist (John Byers)
Alcohol & Drug Case Managers (Hayley Taylor, Laurie
Gardner)
Permanent Supportive Housing (PSH)
Residential Case Managers (Joe Eister, Aubri Walker)
EDUCATION & ADVOCACY
Education & Advocacy Director (Shawn Ison)
BEHAVIORAL HEALTH
NAVIGATION (BHN)
Program Manager (Trista Ochoa)
Lead Behavioral Health Navigators (Brooke Klever, Vacant
- TAY)
BHN Service Enhancement Team (SET) (Anthony Clementi,
Juan Jose Cabrera)
Peer Advocacy & Advisory Team (PAAT) Assistant
(Stephanie Carlotti)
BHN Behavioral Health Education & Engagement Team
(BHEET) (Will Dison, Maria Velazquez)
Transition Assistance and Relapse Prevention (TARP) -
John Crippen, Morgan Ferris)
WIG Intern (Fernando Ruelas, Lauryn Mineta)
FAMILY SERVICES
Program Manager (Vacant)
Family Support Specialist-Adult (Vivian Soul,
Fernando Vasquez)
Family Support Specialist-Youth (Ana O’Sullivan,
Gwen McNamara, Esme Vasquez)
WIG Intern (Olivia de la Torre)
ADULT TRANSITIONAL
PROGRAM (ATP)
Program Manager (Tom Quintana)
Assistant Program Manager (Julie Baker)
Residential Adult Counselors (Phil Hill, Greg Dorman,
Katy Hansen, Eric Urbain, Jose Camacho, Joe Stewart,
Natalia Ruiz, Abe Kaplan, Caroline Fink, Valerie Kert)
SLO COUNTY WELLNESS
PROGRAMS
Program Manager (Tonya DeRose)
Administrative Assistant (Judy Creason)
Education Assistant (Victoria Meredith)
Hope House (SLO)
SLO WC Hope House Supervisor (Lizzy Novikoff)
SLO WC Hope House Asst. Supervisor (Cate Armstrong)
SLO WC Hope House Support Aide (Bess Nicolds)
Safe Haven (Arroyo Grande)
AG WC Safe Haven Supervisor (Tony Arnold)
AG WC Safe Haven Asst. Supervisor (Rin Hardin)
AG WC Safe Haven Support Aide (Emma Sullivan)
Life House (Atascadero)
Atas WC Life House Supervisor (Laurie Trejo)
Atas WC Life House Asst. Supervisor (Tracey Johnson)
Atas WC Life House Support Aide (Chas Katherman)
Atas WC Life House WIG Intern (Sarah Fishman)
VOCATIONAL SERVICES
Vocational Services Director (Dan Cano)
GROWING GROUNDS
ENTERPRISES
Program Manager (Anna Wiens)
Growing Grounds Downtown/Retail Store (SLO)
Program Supervisor/Job Coach (Annaliese Foote)
Assistant Program Supervisor (Lela Whittier)
Retail Sales Associate/Job Coach (Misty Celaya, Barbara
Sarkin)
Relief Retail Sales Associate/Job Coach (Vacant)
Growing Grounds Nursery (SLO)
Assistant Program Manager-Nursery (Nick Deinhart)
Assistant Program Manager-Recovery (Quentin Smith)
Nursery Sales Rep/Delivery Driver (Steve Kingan)
Nursery Assistant/Driver (Vacant)
Nursery Assistant (Stephen Wilkerson)
Growing Grounds Farm (Santa Maria)
Assistant Manager (Keith Bartlett)
Program Supervisor (Sterling Snow)
Wellness Coordinator (Vacant)
WIG Intern (Larry Sanders, Jaylyn Tell, Skylar Cress)
SUPPORTED EMPLOYMENT
Program Manager (Analee Prater)
Assessment Specialist (Vacant)
Vocational Specialist (Megan Murchison, David
Wheeler, Natalia Stilleson, John Wood, Amelia
Stephens)
Job Coach (Jean Kish, Joe Reyes, Angela Gariboldi)
WIG Coordinator (Lindsey Hamill)
WORKFORCE INVESTMENT
GRANT (WIG)
SB COUNTY PROGRAMS
SB County Clinical Director (Christina Harney)
Administration Coordinator (Amanda Rafferty)
SUPPORTIVE COMMUNITY
SERVICES (SCS)
Team Leader (Eric Blanco)
Office Coordinator Maritza Jaramillo)
Rehabilitation Specialist (Cathleen Rafferty, Sara
Carroll, Shelley Gossner, Paige Masson, Tina Saucedo)
Clinical Rehabilitation Specialist (Pam Sutliff)
Clinical Supervision (Sheli Sebo)
Lead Clinician (Vacant)
Registered Nurse (Marci Smith)
Medication Support (Savannah Williams, Brittany
Rodriguez)
Peer Rehabilitation Specialists (Vacant)
WIG Intern (Olga Guzman)
SB COUNTY WELLNESS
PROGRAMS
Program Manager (Denise Manriquez)
Wellness Center (Santa Maria)
Program Supervisor (Gabriela Chavez)
Assistant Program Supervisor (Juan Casas Salazar)
Support Hosts (Garrett Nance, Lonnie Elbek, Vacant)
Wellness Center (Lompoc)
Program Supervisor (Vacant)
Assistant Center Supervisor/LEAD Advocate (Silvia
Ortega)
Support Hosts (Jennifer Salazar, Vacant, Vacant)
LIVED EXPERIENCE ADVOCACY
DEVELOPMENT (LEAD)
LEAD Outreach & Presentation Project Coordinator
(Sandy Rives)
LEAD Coordinator Assistant (Mira Green)
LEAD Research Assistant (Vacant)
PARTNERS IN HOPE
Program Manager (Vacant)
Family Support Specialists (Maria Perez, Zandra Alfaro-
Olea)
HOUSING, DISABILITY AND
ADVOCACY PROGRAMS
Program Manager (Melissa Reed)
Housing Disability Advocacy Program (HDAP)
HDAP Case Managers (Joseph Stallings, Alexandra
Gomes)
Homeless Housing Assistance Prevention (HHAP)
Housing Navigator (Genevieve Andrews)
Projects for Assistance in Transition from Homelessness
(PATH)
PATH Outreach Worker/HSP Support Staff (Seth Maule)
Community Action Team (CAT)
CAT Case Manager (Danica Brookover)
Homeless Encampment Program (HEP)
Homeless Encampment Case Manager (Vacant)
Mobile Crisis Unit (MCU)
MCU Case Manager (Scott Giem)
Transitions -Mental Health AssociationAudited Financial StatementsYear Ended June 30, 2022GLENN BURDETTE
Transitions-Mental Health AssociationConsolidated Statement of Financial PositionJune 30,2022AssetsCurrent assets:Cash and cash equivalents $ 2,048,142Grants receivable, net of allowance 2,201,674Promises to give 500Accounts receivable 26,766Inventories 95,632Prepaid expenses 406,172Total current assetsOther assets:Property and equipment, net of accumulated depreciation and amortizationTotat assetsLiabilities and Net AssetsCurrent liabilities:Accounts payableAccrued payroll and related expensesAccrued vacationOther accrued liabilitiesDeferred revenueNotes payable, current portion, net of unamortized debt issuance costsTotal current liabilitiesLong-term liabilities:Notes payable, net of current portion and unamortized debt issuance costsTotal long-term liabilitiesTotal liabiiitiesNet assets:Without donor restrictionsWith donor restrictionsTotal net assetsTotal liabitities and net assets_$$$4,778,88611,946,38516,725,27190,543381,047359,797129,244121,014360,2641,441,9094,936,1254,936,1256,378,0346,742,5413,604,696^0,347,23716,725,271The accompanying notes are an integral part of these financial statements.6
Transitions-Mental Health AssociationConsolidated Statement of ActivitiesYear Ended June 30,2022Revenues and support:Federal grantsState and local grantsContract incomeClient rentsContributionsFundraising events, net of direct costs of $1,991Interest incomeGain on extinguishment of debtOther revenueNursery revenue, net of cost of goods soldTotal revenues and supportNet assets released from restrictionsExpenses:Program servicesSupporting services:General and administrativeFundraisingTotal expensesChange in net assetsNet assets - beginning of the yearNet assets - end of yearWithout DonorRestrictions$ 1,992,721195,28910,364,1551,553,963494,19248,572797702,965101,903297,74515,752,302241,57312,975,1721,862,02076,96814,914,1601,079,7155,662,826$ 6,742,541With DonorRestricted$81,710147,559229,269(241,573)(12,304)3,617,000$ 3,604,696Total$ 1,992,721276,99910,364,1551,553,963641,75148,572797702,965101,903297,74515,981/57112,975,1721,862,02076,96814,914.1601,067,4119,279,826$ 10,347,237The accompanying notes are an integral part of these financiai statements.7
Transitions-Mental Health Association
Consolidated Statement of Functional Expenses
Year Ended June 30,2022
Program Services
Advertising and pre-employment
Client expenses
Computers and information technoiogy
Contracted employees
Cost of goods sold
COV1D-19 expenses
Credit card fees
Depreciation and amortization
Dues and subscriptions
Fundraising
Furniture and equipment
insurance
interest
Marketing and public relations
Occupancy fee
Office supplies
Other expenses
Postage and printing
Professional fees
Program supplies
Rent
Rent subsidies
Repairs and maintenance
Salaries, wages, and related expenses
Staff development and training
Stipends
Taxes and licenses
Telephone
Transportation
Utilities
Total expenses by function
Less expenses included with revenues
on the statement of activities:
Cost of goods sold
Direct costs offundraising
Housing
Services
$ 1,207
93,252
2/526
6,701
123,266
1,183
14,714
46,851
41,521
55,053
300
97/411
11,927
12/735
81
8,092
19/328
1/505,708
91
126,106
1,565,550
3,366
19/307
54,892
35,560
243,931
4,090,659
Community
Wellness and
Education
$ 2/120
38,733
37,553
7,097
13,525
19/190
9,048
1/452
23,258
6,041
2,229
24,756
23,358
7,441
2/782
38,729
28,244
31,746
7,303
1/934,630
20,220
5,457
38/759
48,682
13,609
2,385,962
Mental Health
Treatment
Services
$ 4,795
98,261
52,043
59,978
16,708
106,709
8,715
5,051
1,036
53,785
47,660
296
43,989
34,801
14,981
3/296
137,596
17,537
88,627
301
10,389
3,965,195
27,812
58,979
71,778
23,023
4,953,341
Vocational
Services
$ 1,891
25,815
25,567
74,887
309,429
3,645
9,457
36,220
12,535
6,275
19,929
16,179
1,059
9,324
5,551
5/620
848
11,454
2,432
16,700
6,299
1,202,682
1,249
938
16,489
20,569
11,596
1,854,639
(309,429)
Total Program
Services
$ 10,013
256,061
117,689
134,865
309,429
34,151
9,457
279,720
41,623
35,088
49,339
138,493
124/933
3,884
175,480
75/637
40,777
7,007
195,871
67,541
1,642/781
392
150,097
8,668/057
52,647
5/457
20,245
169,119
176,589
292,159
13,284,601
(309,429)
General and
Administrative
$ 2,905
9,576
1,388
157,951
56/717
11,870
61
16,298
70,547
7,898
113/695
21,648
6,866
295,738
509
184
1,017,242
18,480
1,800
35,441
9,541
5,665
1,862,020
Fund raising
$
128
5,835
9,806
3,831
11,248
1,519
4,380
60
2,765
8
681
6,249
330
3,612
27,913
129
437
28
78,959
(1,991)
Total
$ 12,918
256/061
127,265
134/865
309,429
35,667
15,292
447/477
102,171
58,206
49,400
156,310
199/860
11/842
291,940
97/293
41,458
20,122
491/939
71,662
1,642,781
392
150,281
9,713,212
71,256
7,257
55,686
179,097
182,282
292,159
15,225/580
(309,429)
(1,991)
Tota! expenses included in the
expense section on the
statement of activities $ 4,090,659 $ 2,385,962 $ 4,953,341 $ 1/545,210 $ 12,975/172 $ 1/862,020 $ 76,968 $ 14,914/160
The accompanying notes are an integral part of these financial statements.
Transitions-Mental Health AssociationConsolidated Statement of Cash FlowsYear Ended June 30,2022Cash flows from operating activities:Change in net assetsAdjustments to reconcile change in net assets tonet cash provided by operating activities:Depreciation and amortization expenseLoss on disposal of propertyGain on extinguishment of debtChanges in operating assets and liabilities:Grants receivablePromises to give, net of allowanceAccounts receivableInventoriesPrepaid expensesAccounts payableAccrued payroll and related expensesAccrued vacationAccrued unemployment InsuranceOther accrued liabilitiesDeferred revenueTotal adjustmentsNet cash provided by operating activitiesCash flows from investing activities:Purchase of property and equipment$447,47714,714(702,965)(82,018)19,372(4,670)11,913(84,134)(163,766)(29,972)(15,387)(48,220)(66,056)90,981(768,720)$ 1,067,411Net cash used in investing activitiesCash flows from financing acttulties:Repayments on notes payableNet cash used in financing activitiesNet decrease in cash and cash equivalentsCash and cash equivalents - beginning of yearCash and cash equivalents - end of yearSupplemental disclosures of cash flow information:Cash paid for interest during the yearNon-cash transactions:Issuance of notes payable for property and equipment(211,439)(612,731)454,680(768,720)(211,439)1$$(525,479)2,573,6212,048,142199,860861,191The accompanying notes are an integral part of these financial statements.9
Transitions-Mental Health Association
Preliminary FY25 Budget - Growing Grounds Downtown
FTE
Project
Expense
SLO HRC
Grant Budget
Requested
Other
Funding
Cost of Goods Sold 127,500 - 127,500
Personnel
Salaries & Wages
Division Director 0.11 10,967 - 10,967
Program Manager 0.34 30,324 1,000 29,324
Program Supervisor 0.70 35,165 1,000 34,165
Retail Sales Assoc and Job Coach 0.40 16,313 5,000 11,313
Retail Sales Associate 0.60 25,732 - 25,732
Transitional Sales Associate/Client Wages 0.18 6,215 5,000 1,215
Stipends/Honorarium - - -
Total Salary and Wages 124,716 12,000 112,716
PR Benefits
Medical/Dental 11,160 - 11,160
403 B Match 4,855 - 4,855
Workers Comp Insurance 5,684 - 5,684
Unemployment Insurance 1,158 - 1,158
Benefits 22,857 - 22,857
PR Taxes 9,541 1,000 8,541
Total Personnel 157,114 13,000 144,114
Occupancy 12,000 3,000 9,000
Professional Fees - - -
Client Expense - - -
General and Administrative Expenses
Taxes, Licenses & Fees 500 - 500
Staff Training 500 - 500
Credit Card and Other Service Charges 6,000 2,000 4,000
Dues and Subscriptions 432 - 432
Technology 500 - 500
Insurance 3,348 1,000 2,348
Office & Program Expense 2,160 - 2,160
Other Expenses 216 - 216
Pre-employment 150 150
Marketing & Public Relations 500 - 500
Printed Material & Postage 300 - 300
Repairs and Maintenance 1,500 - 1,500
Telecommunication 2,750 1,000 1,750
Transportation 1,500 - 2,376
Utilities 1,800 - 1,800
Admin Allocation 26,778 - 26,778
Total General and Administrative Expenses 48,934 4,000 45,810
Total Expenditures 345,548 20,000 326,424
In the summer of 2022, TMHA conducted a Diversity, Equity, and Inclusion (DEI) Survey. Data from the
survey indicated that many employees do not report discriminatory events for a variety of reasons. In order to
understand the types of biases and microaggressions staff experience, close the gap between issues that occur
and issues that are reported, and foster a more welcoming and inclusive workplace through prevention and
education, the Identity-based Incident Reporting Form was created. Staff, clients, vendors, and community
members can report incidents of identity-based harm, such as microaggressions, through the Identity-based
Incident Reporting Form. Identity-based harm includes actions that automatically or unintentionally stereotype,
exclude, show bias, disrespect, or diminish the value of anyone in our community based on their identity (such
as race, color, ethnicity, national origin, sex, gender identity, or expression, sexual orientation, disability, age,
or religion). For more information, please visit: https://www.t-mha.org/diversity.php
TMHA provides services to a chronically underserved population: adults living with mental illness. We are
constantly advancing their cause—and that of DEI—with every program we provide. With regards to this
Growing Grounds Downtown proposal, we made this point in an earlier section: Adults living with mental and
emotional disorders already feel marginalized by society. We hear repeatedly from our clients that they desire
work in order to lead a "normal life." Yet there are few legitimate opportunities, despite a healthy economy.
Growing Grounds Enterprises represents a notable first step in California's Central Coast for mentally disabled
adults to return to work.