Form 990 for tax year 2022

Totals

Total revenue

$24,822,103

Total expenses

$24,042,838

Contributions and grants received

$22,758,645

Grants paid

$0

Program service revenue

$1,832,286

Investment income

$173,575

Other revenue

$57,597

Total assets, end of year

$39,044,257

Total liabilities, end of year

$15,841,156

Net assets or fund balances, end of year

$23,203,101

Program services expenses (Part IX)

$20,726,367

Management and general expenses

$3,174,279

Fundraising expenses

$142,192

Program service expenses (Part III)

$20,726,367

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• MANZANITA HOUSE (SHORT-TERM CRISIS RESIDENTIAL) - SALINAS & MONTEREY ARE LICENSED BY THE STATE OF CALIFORNIA, DEPARTMENT OF SOCIAL SERVICES COMMUNITY CARE LICENSING (CCL) AS "SOCIAL REHABILITATION FACILITIES AND CERTIFIED BY THE DEPARTMENT OF HEALTH CARE SERVICES AS A SHORT-TERM CRISIS RESIDENTIAL TREATMENT SERVICE FACILITIES FOR ADULT CLIENTS OF THE MONTEREY COUNTY BEHAVIORAL HEALTH SYSTEM EXPERIENCING AN ACUTE PSYCHIATRIC EPISODE OR CRISIS. MANZANITA OFFERS COMMUNITY-BASED REHABILITATIVE SERVICES IN A NON-INSTITUTIONAL RESIDENTIAL SETTING. SERVICE PROVISION ALSO INCLUDES MEDICATION SUPPORT.

  Expenses $3,818,077 · Revenue $31,337

• THE MCHOME PROGRAM IS A FULL-SERVICE PARTNERSHIP, WHICH PROVIDES WRAP-AROUND SERVICES, AND OUTREACH FOR ADULTS WITH A PSYCHIATRIC DISABILITY WHO ARE HOMELESS OR AT HIGH RISK OF HOMELESSNESS. THE PROGRAM ASSISTS ADULTS WITH MENTAL ILLNESS TO MOVE OFF THE STREET INTO HOUSING AND EMPLOYMENT AND/OR ON BENEFITS THROUGH OUTREACH, ASSESSMENTS, INTENSIVE CASE MANAGEMENT SERVICES, MENTAL HEALTH SERVICES, MEDICATION SUPPORT, AND ASSISTANCE WITH DAILY LIVING SKILLS.

  Expenses $2,847,054 · Revenue $53,420

• COMMUNITY HOUSING IS A PERMANENT SUPPORTIVE HOUSING PROGRAM, WHICH PROVIDES AFFORDABLE HOUSING PLACEMENTS FOR COMMUNITY INDEPENDENT LIVING FOR ADULTS WITH SERIOUS AND PERSISTENT, LONG TERM PSYCHIATRIC DISABILITIES. THE PROGRAM ALSO PROVIDES SUPPORTIVE SERVICES FOR THESE CLIENTS.

  Expenses $1,833,890 · Revenue $464,874

• BRIDGE HOUSE RESIDENTIAL IS A TRANSITIONAL RESIDENTIAL TREATMENT PROGRAM FOR ADULTS WITH CO-OCCURRING SERIOUS MENTAL ILLNESSES AND SUBSTANCE USE DISORDERS. THE PROGRAM IS LICENSED BY THE CALIFORNIA DEPT. OF SOCIAL SERVICES COMMUNITY CARE LICENSING AS A SOCIAL REHABILITATION FACILITY AND CERTIFIED BY THE DEPARTMENT OF HEALTHCARE SERVICES FOR TRANSITIONAL RESIDENTIAL TREATMENT.

  Expenses $1,679,208 · Revenue $54,603

• SHELTER COVE IS A SUPPORTED TRANSITIONAL HOUSING PROGRAM, WHICH PROVIDES HOUSING TO 39 VERY LOW-INCOME INDIVIDUALS ALL OF WHOM ARE HOMELESS OR AT-RISK OF HOMELESSNESS, AND HAVE A SERIOUS MENTAL HEALTH DIAGNOSIS THAT SUBSTANTIALLY INTERFERES WITH THEIR FUNCTIONAL ABILITY TO CARRY OUT PRIMARY ASPECTS OF DAILY LIVING IN THE COMMUNITY. ALL CLIENTS RECEIVE SUPPORTIVE SERVICES.

  Expenses $1,265,679 · Revenue $103,219

• THE ASSERTIVE COMMUNITY TREATMENT (ACT) PROGRAM IS A FULL-SERVICE PARTNERSHIP (FSP) SERVING ADULTS WITH SERIOUS MENTAL ILLNESSES AND/OR SERIOUS FUNCTIONING IMPAIRMENTS WHO MEET ACT/FSP LEVEL OF CARE. THE ACT TEAM BRINGS COMMUNITY BASED MENTAL HEALTH SERVICES TO CONSUMERS WHO ARE UNDERSERVED AND UNABLE TO ACCESS OR EFFECTIVELY UTILIZE CLINIC-BASED TREATMENT TO MEET THEIR MENTAL HEALTH NEEDS. PRIORITY ADMISSION: LATINO/A CONSUMERS WHO ARE HOUSED OR HOMELESS AND RESIDING IN SALINAS VALLEY AND SOUTH MONTEREY COUNTY. SERVICES ARE PROVIDED IN COMMUNITY SETTINGS AS NEEDED, AND INCLUDE MEDICATION SUPPORT SERVICES.

  Expenses $1,260,693

• CHOICES DAY TREATMENT INTENSIVE PROGRAM IS A STRUCTURED, MULTI-DISCIPLINARY PROGRAM OF THERAPY THAT IS AN ALTERNATIVE TO HOSPITALIZATION OR A STEP DOWN FROM PSYCHIATRIC HOSPITALIZATION, AVOIDING CLIENTS' PLACEMENT IN A MORE RESTRICTIVE SETTING, BY MAINTAINING CLIENTS IN A COMMUNITY SETTING. SERVICES INCLUDE: MENTAL HEALTH EVALUATION, TREATMENT PLAN DEVELOPMENT, TREATMENT, CASE MANAGEMENT, MEDICATION SUPPORT SERVICES, AND DISCHARGE PLANNING. THE PROGRAM IS STRUCTURED AS A THERAPEUTIC MILIEU AND INCLUDES DAILY COMMUNITY MEETINGS, PROCESS GROUPS, SKILL BUILDING GROUPS, INDIVIDUAL THERAPY, ALONG WITH ADJUNCTIVE THERAPIES FOR PHYSICAL AND SOCIAL HEALTH, CASE MANAGEMENT, AND COMMUNITY RESOURCE OUTINGS.

  Expenses $918,879

• SANDY SHORES IS A FULL SERVICE PARTNERSHIP (FSP) PERMANENT SUPPORTIVE HOUSING PROGRAM, WHICH PROVIDES AFFORDABLE HOUSING FOR 28 VERY LOW-INCOME INDIVIDUALS ALL OF WHOM WERE HOMELESS AND HAVE A SERIOUS MENTAL HEALTH DIAGNOSIS THAT SUBSTANTIALLY INTERFERES WITH THEIR FUNCTIONAL ABILITY TO CARRY OUT PRIMARY ASPECTS OF DAILY LIVING IN THE COMMUNITY. THE PROGRAM ALSO PROVIDES SUPPORTIVE SERVICES FOR THESE CLIENTS.

  Expenses $862,549 · Revenue $102,530

• OMNI RESOURCES CENTER IS A CLIENT DRIVEN WELLNESS AND RECOVERY CENTER THAT OFFERS PEER SUPPORT, PEER-RUN GROUPS, EDUCATIONAL AND SELF-HEALING ACTIVITIES. THE CENTER ALSO INCLUDES THE ACTIVITIES: 1) SUCCESS OVER STIGMA WHICH PROVIDES COMMUNITY ADVOCACY & EDUCATIONAL OUTREACH DESIGNED TO MAKE POSITIVE CHANGES IN THE PUBLIC PERCEPTION OF MENTAL ILLNESS; 2) SUPPORTED EDUCATION SERVICES, INCLUDING ASSISTANCE WITH CLASS ENROLLMENT, COORDINATION OF SERVICES WITH THE EDUCATIONAL INSTITUTION, AND ONGOING SUPPORT WHILE CONSUMERS ARE PURSUING THEIR EDUCATIONAL ENDEAVORS.

  Expenses $847,640

• WELLNESS NAVIGATION: PEER PARTNERS FOR HEALTH (PPH) & TRANSPORTATION COACHING PROGRAM (TCP) & PPH TRANSITIONAL AGE YOUTH (TAY) & PPH PRIMARY CARE INTEGRATION. PPH IS A CONSUMER DRIVEN SERVICE OFFERING PEER SUPPORT WITH MENTAL HEALTH RECOVERY, SOCIAL INCLUSION, AND INTEGRATION INTO COMMUNITY RESOURCES. REFERRALS ARE GUIDED BY PERSONS SERVED IDENTIFYING A NEED FOR RECOVERY SKILLS BUILDING AND PEER SUPPORT. WELLNESS NAVIGATORS SERVE TO CREATE A WELCOMING AND RECOVERY-ORIENTED ENVIRONMENT WHERE INDIVIDUALS ACCESSING SERVICES AT THE MONTEREY COUNTY BEHAVIORAL HEALTH BUREAU OUTPATIENT CLINICS CAN FEEL WELCOME AND SUPPORTED BY SOMEONE WHO MAY HAVE A SIMILAR EXPERIENCE. TRANSPORTATION COACHING SERVES TO ADDRESS THE NEEDS OF CLIENTS AS EXPRESSED IN THEIR INDIVIDUAL TRANSPORTATION NEEDS ASSESSMENTS. PPH PRIMARY CARE INTEGRATION ALLOWS FOR WELLNESS NAVIGATORS TO PROVIDE SUPPORT FOR ADULT SYSTEM OF CARE CLIENTS IN THE COUNTY PRIMARY CARE CLINICS SPECIFICALLY. PPH TAY WELLNESS NAVIGATORS PROVIDE PEER SUPPORT FOR MONTEREY COUNTY BEHAVIORAL HEALTH BUREAU AVANZA TRANSITION AGE YOUTH (TAY) CONSUMERS WITH SERIOUS MENTAL ILLNESS/FIRST EPISODE PSYCHOSIS WHO ARE IN NEED OF BEHAVIORAL HEALTH SERVICES AND SUPPORTS; THIS EXPANSION UTILIZES THE COORDINATED SPECIALTY CARE ("CSC") MODEL.

  Expenses $667,173

• DUAL RECOVERY SERVICES KEEP IT REAL - IS AN OUTPATIENT PROGRAM FOR ADULTS WITH CO-OCCURRING SERIOUS MENTAL ILLNESSES AND SUBSTANCE USE DISORDERS. THE GOAL IS TO HELP CLIENTS DEVELOP THE DUAL RECOVERY SKILLS NECESSARY TO ADJUST TO COMMUNITY LIVING AND/OR MAINTAIN HOUSING, AS WELL AS SUCCESSFUL COMMUNITY INTEGRATION.

  Expenses $578,311

• SEES VOCATIONAL, IN CONJUNCTION WITH DEPARTMENT OF REHABILITATION (DOR), PREPARES AND ASSISTS ADULTS WITH PSYCHIATRIC DISABILITY TO OBTAIN AND MAINTAIN MEANINGFUL EMPLOYMENT. THE SEES PROGRAM PROVIDES CONSUMERS THE OPPORTUNITIES TO EXPLORE JOB READINESS AND FINANCIAL CONSIDERATIONS. SERVICES INCLUDE CAREER COACHING, RESUME BUILDING, INTERVIEWING PRACTICE, AND STRATEGIES FOR CREATING OPEN COMMUNICATION WITH EMPLOYERS AND COWORKERS.

  Expenses $541,157

• SUNFLOWER HOUSING, LLC AND SUNFLOWER GARDENS IS AN INTENSIVE PERMANENT AND TRANSITIONAL SUPPORTIVE HOUSING PROGRAM, WHICH PROVIDES A FULL-SERVICE PARTNERSHIP (FSP) LEVEL OF SERVICES TO 23 VERY LOW-INCOME INDIVIDUALS WITH A SERIOUS MENTAL HEALTH DIAGNOSIS, ALL OF WHOM ARE HOMELESS OR AT HIGH RISK OF HOMELESSNESS. ALL CLIENTS ARE IN NEED OF INTENSIVE CASE MANAGEMENT, MEDICATION SUPPORT, AND ASSISTANCE WITH DAILY LIVING SKILLS IN ORDER TO LIVE INDEPENDENTLY.

  Expenses $963,680 · Revenue $115,549

• MEDICATION SUPPORT SERVICES ARE PROVIDED BY AN INTERIM PSYCHIATRIST, REGISTERED NURSE, CERTIFIED NURSE SPECIALIST, LICENSED VOCATIONAL NURSE, NURSE PRACTITIONER, PHYSICIAN ASSISTANT OR PSYCHIATRIC TECHNICIAN. THIS SERVICE ALLOWS CONSUMERS TO TAKE AN ACTIVE ROLE IN MAKING CHOICES ABOUT THEIR MENTAL HEALTH CARE AND HELPS THEM MAKE SPECIFIC, DELIBERATE, AND INFORMED DECISIONS ABOUT THEIR TREATMENT OPTIONS AND MENTAL HEALTH CARE.

  Expenses $446,278

• THE WELLNESS & RECOVERY ACADEMY IS A DAY REHABILITATION PROGRAM, SERVING CONSUMERS WITH SERIOUS MENTAL ILLNESSES AND SUBSTANCE USE DISORDERS. PROGRAM SERVICES INCLUDE SKILLS BUILDING GROUPS, GROUP THERAPY, COMMUNITY MEETINGS, PROCESS GROUPS, THERAPEUTIC MILIEU, SERVICE PLAN DEVELOPMENT, COMMUNITY OUTINGS, AND ADJUNCTIVE THERAPIES.

  Expenses $404,088

• LUPINE GARDENS HOUSING PROVIDES A FULL-SERVICE PARTNERSHIP (FSP) LEVEL OF SERVICE AND PERMANENT HOUSING FOR INDIVIDUALS DIAGNOSED WITH A SERIOUS MENTAL ILLNESS, ALL OF WHOM ARE HOMELESS OR AT RISK OF HOMELESSNESS. ALL CLIENTS ARE IN NEED OF INTENSIVE CASE MANAGEMENT, MEDICATION SUPPORT, AND ASSISTANCE WITH DAILY LIVING SKILLS IN ORDER TO LIVE INDEPENDENTLY.

  Expenses $369,974 · Revenue $23,652

• WORKFORCE EDUCATION & TRAINING (WET) PROMOTES SUCCESSFUL EMPLOYMENT OF CONSUMERS AND FAMILY MEMBERS IN THE PUBLIC MENTAL HEALTH SYSTEM IN MONTEREY COUNTY. THE PROGRAM PROVIDES OUTREACH, RECRUITMENT, EMPLOYMENT SUPPORT SERVICES, JOB ANALYSIS, TRAINING, AND JOB COACHING FOR MENTAL HEALTH CONSUMERS OR FAMILY MEMBERS TO PROMOTE A DIVERSE AND STABLE MENTAL HEALTH WORKFORCE, AND COLLABORATION WITH COMMUNITY.

  Expenses $169,089

• ROCKROSE GARDENS IS A PERMANENT SUPPORTIVE HOUSING PROGRAM, PROVIDING HOUSING TO 20 VERY LOW-INCOME INDIVIDUALS WITH A SERIOUS MENTAL HEALTH DIAGNOSIS, 9 OF THESE INDIVIDUALS ARE HOMELESS OR AT-RISK OF HOMELESSNESS. THE PROGRAM PROVIDES CASE MANAGEMENT, AND MENTAL HEALTH SERVICES FOR RESIDENTS FOR COMMUNITY INDEPENDENT LIVING.

  Expenses $154,474

• OUTREACH AND AFTERCARE PROGRAM PROVIDES OUTREACH SERVICES TO ADULTS WITH CO-OCCURRING SERIOUS MENTAL ILLNESS AND SUBSTANCE USE DISORDERS LIVING IN THE COMMUNITY WHO ARE AT RISK AND/OR IN NEED OF DUAL RECOVERY OR OTHER SUBSTANCE USE TREATMENT PROGRAM. THE INDIVIDUALS ARE NOT RECEIVING SERVICES FROM THE MONTEREY COUNTY HEALTH CARE SYSTEM. THE PROGRAM AIMS TO ASSIST CLIENTS WITH DEVELOPING THE RECOVERY SKILLS NECESSARY TO MAINTAIN SUCCESSFUL COMMUNITY INTEGRATION AND HOUSING IN THE COMMUNITY.

  Expenses $93,298

• SIERRA HEALTH COVID-19 MITIGATION GRANT IS A PASS-THROUGH FEDERAL GRANT TO SUPPORT INTERIM CLIENTS AND STAFF IN ADDRESSING COVID RELATED NEEDS SUCH AS THE PURCHASE OF COVID-19 TESTS, PPE, AND THE TIME OF THE HEALTH & SAFETY OFFICER TO IMPLEMENT AND RUN A COVID EDUCATION AND SAFETY PROGRAM

  Expenses $74,865

• PRIVATE PAY INCLUDES BOARD DESIGNATED DONATIONS AND OTHER PRIVATE DONATIONS TO EXPAND SERVICES TO CLIENTS WHO HAVE COMMERCIAL HEALTH INSURANCE AND WHO ARE NOT PART OF THE COUNTY OF MONTEREY MENTAL HEALTH SYSTEM IN ORDER TO ENSURE THAT ALL IN OUR COMMUNITY HAVE ACCESS TO MENTAL HEALTH SERVICES.

  Expenses $43,112

• HOUSING MANAGEMENT PROVIDES HOUSING SUPPORT TO ALL CLIENTS AT INTERIM PROPERTIES AND 6 ENTITIES - CATALYST HOUSING INC.; MARIPOSA HOUSING INC.; DELA VINA HOUSING INC.; LUPINE HOUSING INC.; ROCKROSE CORPORATION; AND SUNFLOWER HOUSING LLC.

  Expenses $887,199 · Revenue $883,102

• SUN ROSE HOUSING, LLC, WHICH IS STILL UNDER CONSTRUCTION (AS OF JUNE 2023), IS AN INTENSIVE PERMANENT AND TRANSITIONAL SUPPORTIVE HOUSING PROGRAM, WHICH PROVIDES A FULL-SERVICE PARTNERSHIP (FSP) LEVEL OF SERVICES TO 17 VERY LOW-INCOME INDIVIDUALS WITH A SERIOUS MENTAL HEALTH DIAGNOSIS, ALL OF WHOM ARE HOMELESS OR AT HIGH RISK OF HOMELESSNESS. ALL CLIENTS ARE IN NEED OF INTENSIVE CASE MANAGEMENT, MEDICATION SUPPORT, AND ASSISTANCE WITH DAILY LIVING SKILLS IN ORDER TO LIVE INDEPENDENTLY. THE PROPERTY WAS PLACED IN SERVICE ON SEPTEMBER 13, 2023.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• CATALYST HOUSING INC

  501(C)(3) · HOUSING FOR VERY LOW INCOME/MENTALLY ILL INDIVIDUALS · CA

• MARIPOSA HOUSING INC

  501(C)(3) · HOUSING FOR MENTALLY ILL INDIVIDUALS · CA

• LUPINE HOUSING INC

  501(C)(3) · HOUSING FOR VERY LOW INCOME/MENTALLY ILL · CA

• DELA VINA HOUSING INC

  501(C)(3) · HOUSING FOR VERY LOW INCOME/MENTALLY ILL · CA

• ROCKROSE HOUSING CORPORATION

  501(C)(3) · HOUSING FOR MENTALLY ILL INDIVIDUALS · CA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2022

Filed

14 May 2024

IRS schema version

2022v5.0

Source object

202431369349308803

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