TRANSITION HOUSE INC Website pdfs/TH Annual Report FY'16.pdf · Transition House, Inc., FY'16 Impact Report . Our research indicates that clients who participate in Transition House

TRANSITION HOUSE, INC.

WE LISTEN. WE RESPECT. WE SUPPORT. WE EMPOWER.

Table of Contents

NARRATIVE INCLUDING GOALS AND OUTCOMES PAGES 1-2

TH IMPACT AND OUTCOMES PAGE 3-5

TH OVERVIEW FY'84 - FY'16 PAGE 6

TH PARTICIPATION OVERVIEW PAGE 7

TH CLIENTS SERVED FY'16 PAGE 8

TLP OUTCOMES & DEMOGRAPHICS FY'16 PAGE 9

TLP DIAGNOSIS AND CLIENT CHALLENGES OVERVIEW PAGE 10

COP OVERVIEW FY’16 PAGE 11

TH WELLNESS PROJECT PAGE 12

TH MONTHLY REPORT SUMMARY FY'16 PAGE 13

TH FINANCIAL OVERVIEW PAGE 14

TH YEAR END FINANCIAL STATEMENT FY’16 PAGE 15

TH FINANCIAL COMPILATION REPORT FY’16 FROM BECKY FLEMING, CPA PAGES 16-17

Please Note:

TH = Transition House TLP = Transitional Living Program

COP = Community Outreach Program

700 Asp, Ste. 2, Norman, OK 73069

405-360-7926 405-360-2339 (fax)

[email protected] www.thouse.org

TRANSITION HOUSE, INC. Changing Lives by Creating Pathways for Mental Wellness.

We Listen. We Respect. We Support. We Empower.

It has been 30 years since I began as Executive Director at Transition House. Though many things have changed, there are some constants. At TH, we believe in people. We believe recovery is possible and there is hope. We reluctantly accept that we cannot cure mental illness, force acceptance and/or impose the desire for recovery onto to anyone. Over the years, we have continued to find new ways to share support and information with people on their journey to wellness. Our approach has been one that requires active listening, mutual respect with healthy limits, kindness and support while maintaining integrity and honesty - all with a focus on empowering individuals to live a more well and joy filled life. The services have developed and evolved based on the needs of the people. The results - people who come to TH recognize that when they are ready, TH is the place that provides education, support, opportunities and hope for recovery from mental illness and advancement of wellness. In addition, we now provide opportunities for prevention and early intervention for community members and OU students through the TH Wellness Project.

KEY ACHIEVEMENTS: Two years ago, TH was facing a significant funding deficit. Thanks to ODMHSAS (Department of Mental Health and Substance

Abuse Services), our funding cap was increased and we were able to balance our budget. Since that time:

PEOPLE SERVED: TH has increased the number of people served by 59% - serving 92 people in FY’14 to 146 in FY’16

COSTS: Overall cost per unit of service decreased from $70/unit to $58/unit. This was significant growth during a time when we were re-

establishing our clinical team. As the number of people served increased, our cost per unit of service decreased. Yet another reminder that when adequate funding is provided, staff can focus their time and energy on training, service delivery and program development.

OUTCOMES: Also important are the outcomes. The following numbers reflect the average percentage of clients who had

improvements/maintenance in: Mental Illness Management: 77% Social/Recreational Skills: 78% Work Related Skills: 81% Community Living Skills: 81%.

GOALS FY’16: Agency Stabilization and Development

o Providing adequate salaries, benefits, training and support to staff to strengthen service development and reduce turnover. o Stabilization of resources to allow focus on ways to better serve clients and the community. o Creating practices that align with the TH Culture.

Community Visibility o Expanding TH’s community presence. o Further development of Transitionisms to increase social media presence while providing meaningful wellness related messages. o Further develop Gifts of Hope Project to share a gratitude component of the clients’ recovery work with those who support TH.

Community Outreach o Continue to develop the TH Wellness Project to broaden opportunities to educate and support community members and students seeking

healthier ways to advance their holistic wellness.

OUTCOMES FY’16: Staff members received a salary increase at the beginning of FY’16.

Additional training opportunities were provided to the staff since the TH training budget was increased. In addition to outside trainings, training DVD’s were purchased to increase training opportunities at a reduced cost.

Clinical staff participated in more routine consultation from their supervisor, plus received bi-weekly consultation with our COCMHC consultant.

Board members and community volunteers took a more active role in fund raising efforts. This allowed staff to focus more clinical work and program development.

As a team, we worked together to hold each other more accountable to the agency’s culture.

Staff achievements were recognized and celebrated: o Clinical Director Mary Hopkins, MHR led the Clinical Team’s development. In addition to her routine job responsibilities, Mary was active

in community networking and outreach and contributed to the development and implementation of the TH Wellness Project. She also completed her Masters in Human Relations.

o Recovery Coordinator (TLP focus) Kaitlyn Goodson supported clients who had multiple challenges related to their illness and enabled them to complete the Transitional Living Program requirements. Kaitlyn also created artwork for TH with our new logo and culture statement that is now on display.

o Recovery Coordinator (COP focus) Colton Snead, MHR increased support and services to Community Outreach Program clients. Using the book project as a tool to increase and strengthen connections, Colton was able to develop relationships with clients who had been hesitant to connect with him since to them, he was new to TH. Completing the contents of this book project was something that has been attempted multiple times but never completed. He also completed his Masters in Human Relations.

o Business Manager Ilene Dicksion continues to develop new methods that allows the business aspects of TH to be well organized and efficient. Ilene continues to provide efficient and timely information and reports that helps keeps the agency running smoothly.

o Executive Director Bonnie Peruttzi, MHR has been able to return to being more active in the community – taking on a leadership role with the CCHIP Mental Health Task Force as co-chair. Bonnie has worked closely with Mary and Dr. Katie Barwick-Snell on the development of the Wellness Project. She also develops and routinely posts Transitionisms on social media.

Transition House Annual Report FY'16 1

mailto:[email protected]

http://www.thouse.org/

IMPACT ON PEOPLE: The entire Clinical Team has done an outstanding job working with COCMHC staff to maintain the Treatment Team approach in working with our mutual clients. This has helped clients advance in their recovery while being more fully supported by those involved in their treatment. The result…

ADDITIONAL HIGHLIGHTS: Our Clinical Team gained experience and learned from challenging situations. We were reminded that when we work

with each other, keeping focus on our vision, mission and culture - people can advance their recovery and wellness. The following are some FY’16 highlights:

Treatment Teams: Treatment Team work with COCMHC (Central Oklahoma Community Mental Health Center) is happening more than ever and the cooperative team approach is effective. TH clients receive routine therapy from COCMHC staff which has been an important tool client’s recovery process. In addition, TH staff receives routine consultation from a clinician from COCMHC.

Connections: Community connections and collaboration continues to increase. TH continues to be involved with the CCM (Coordinated Case Management) meetings. Thanks to a Health Department initiative, the CCHIP (Cleveland County Health Improvement Plan) Mental Health Task Force has formed. TH is actively involved in the Task Force. In addition, TH hosted community networking luncheons – and to help promote wellness, combined them with Wellness Project gatherings so participants were able to benefit from the networking while learning ways to advance their personal wellness.

Volunteers: Volunteers made an impact on our agency. We had 2 practicum students from the OU School of Social Work – Daniel Hale and Molly Peyton, an OU Human Relations student – Kristal Hamm, and an OU volunteer – Alena Buczkowski.

New Logo: Thanks to the leadership of one of our Board Fellows, Conor Park, TH now has a new logo. This logo was developed with input from Staff, Board and most importantly the Clients. The new logo contains a butterfly which symbolizes recovery and transformation while the colors represent the sun, sky, earth and water. The clients were clear that the colors in each box needed to be gradient – coming from darkness into the light. They felt this to be a good representation of their recovery process and their experiences at TH.

New Furniture: Thanks to a grant from OEC, the TH apartments now have new living room furniture, dining room furniture and lockers for the bedrooms.

Advocacy: Clients courageously shared their stories in a variety of public forums to help reduce stigma and advance support for mental health treatment. A very special event this year was a meeting with Congressman Tom Cole who spent over an hour visiting with the People of TH.

The TH Book Project: As part of his Human Relations internship, TH Recovery Coordinator Colton Snead, MHR, worked with clients to create a book that represents their journey – Recovery Road. Our next step is formatting for printing. We hope to have the book printed in FY’17.

Transitionisms: In addition to the services directly provided through our programs, TH routinely shares Transitionisms on social media. Based on the feedback we’ve received, these thoughts, words of inspiration and hope provide daily opportunities for people to have their spirits lifted and reflect on statements related to recovery and wellness.

Gifts of Hope: An important part of well-being is gratitude. So many people, businesses and organizations support TH. Clients continue to create amazing Gifts of Hope that are shared as an expression of the gratitude we feel for the many who support TH.

June Bug Jam: June Bug Jam, our annual fund raising event and celebration of recovery and wellness, was particularly exciting this year. For the first time, our net earning exceeded $20,000. Gross earning was $22,760 with a net earning of $20,637.

Board & Advisory Council Support: The support of our Board of Directors had a significant impact on the agency’s successes this year. Thanks to Board members Josh Edge, Melia Alderman, Erica Bird, Ron House, J P Audas, Velma House, Mary Lee, Nim Razook, John Richardson, Patti Rogers, Leah Wall-Pollan, Angie Wright, Nicole Huneke, Keith Humphrey, and Jennifer Wilson-Burns, MSW. Thanks to Advisory Council members Steve Boyer and Charla Young, MSW. Thanks to Board Fellows Cody Thompson and Conor Park. Additional thanks to committee members who assisted with June Bug Jam, Elizabeth Heath and Paul Austin.

Working Together, Transition House is a place where people come to feel welcomed, supported and empowered. This is a place that allows people to

change their wellness and their lives. To all who have worked, funded, donated, supported, volunteered, and advocated -

Thank You for Being a Part of the Solution and Hope for Recovery from Mental Illness and Advancement of Wellness.

Bonnie L. Peruttzi, MHR


Transition House, Inc., FY'16 Impact Report

Our research indicates that clients who participate in Transition House programs experience improvements in their quality of life and necessary life skills that help them live more successful lives while feeling a greater sense of

belonging in the community.

Averaging the findings from Clinical Assessments and Client Surveys, the following reflects the average percent of actively engaged clients who

had improvements/stabilization in:

• Mental Illness Management: 77%• Social/Recreational Skills: 78%• Work Related Skills: 81%• Community Living Skills: 81%

This statement is validated by the TH Outcome Studies FY'16. The Comparison chart is an evaluation tool used by Transition House to assess overall impact of

services on clients' recovery from serious mental illness.

To improve reliability of outcomes, 13 areas were assessed as indicators. TH's clinical staff conducted clinical assessments on 34 TLP clients and 59 COP clients. In addition, 20 TH clients submitted anonymous self assessment

responses.

To further reduce potential bias, comparison between client input and staff assessment is reflected in the above chart.

The chart indicates improvement or maintenance of critical skills related to recovery from serious mental illness.

Below are areas assessed and used as indicators for findings:• Management of Mental Illness: Reduction of symptoms of their mental

illness; Ability to Cope with Emotions/Manage Behavior; Medication Compliance; Self-Esteem

• Housing Safety & Security: Maintain a safe and clean apartment• Physical Care & Wellness: Hygiene; Nutrition and Medical Care• Financial Stability: Money Management; Work Related Skills• Social & Interpersonal Relationships Skills: Experience Enjoyment in Life;

Healthy Social Interactions; Reduction of Isolation

Empowered advocates spoke with

Congressman Tom Cole.

They shared stories of hope for recovery while advocating for improvements in support of

mental health services.

76%

72%

78%

82%

76%

80%

83%

75%

80%

83%

86%

MENTAL

ILLNESS MGT

SOCIAL/REC. SKILLS

WORK RELATED

SKILLS

COM. LIVING

SKILLS

TH OUTCOME STUDIES FY'16 COMPARISON

COP CLINICIAN ASSESSMENTS TLP CLINICIAN ASSESSMENTS CLIENT SURVEY


Program Outcomes - FY'16

Annual Annual

July1-June 30 July1-June 30

Projected Outcomes Outcomes Projected Outcomes Outcomes

Community Living Needs:

83% will receive Food Stamps (if needed) 32 clients/ 94%

80% will show increase (or maintain) Living Skills 27 clients / 78%

50% will Secure or Maintain an Income while in the TLP (total %) 48%Quality of Life:

Secured 8 clients / 24%

Maintained 8 clients / 24%

Housing: Skills Development and Illness Management: 100% will have Safe & Secure Housing while in the TLP 34 clients / 100%

*50% Apply for & Secure Housing Assistance 13 clients / 38%

Skills Development & Illness Management:

at least 75% will have improvements in Community Living Skills 51 clients / 86%

Community Living Skills 25 clients / 75% Social/Recreational Skills 49 clients / 83%

Mental Illness Management 26 clients / 76% Mental Illness Management 47 clients / 80%

Work Related Skills 28 clients /83% Projected Outputs/Results: Clients Served

Social /Recreational Skills 27 clients / 80%

Projected Outputs/Results: Clients Served Monthly Average: 16

30 34 All Clients who attend social /recreational activities or groups: 68

TLP = Transitional Living Program

Monthly Average: 32

All Clients who have contacts with TH staff: 84

Monthly Average: 37

Clients who have 2 or more contacts with TH staff (monthly averages): 23

COP = Community Outreach Program

Transitional Living Program Community Outreach Program

Assessments were done on Clients who have 2 or more contacts with TH staff in a month:

COP Structured Activities:

Monthly Average Goal: 14 Annual Goal: 40

FY'16 FY'16

COP Client Engagement:

15/50% of the 30 clients (monthly average) will have 2 or more contacts with staff/month:

80% of the clients(with 2 or more contacts in a month) would maintain or improve their quality of life 49 clients / 83%

80% of the clients(with 2 or more contacts in a month) would have improvements/maintenance in: 51 clients / 86%

23 clients / 62%

Total COP Services (not including Wellness Project):

COP Drop-In Services:

Monthly Average Goal: 25 Annual Goal: 75Findings are based on: # and % of clients who show improvements in or are maintaining skills in the above listed areas as indicated in the Client Outcome Reports (completed by the TH Staff).

Note: All 34 TLP clients were assessed. 5 minimally engaged in the TLP which impacted their outcomes.

*Changes in the application process and restrictions as to who qualifies for housing assistance has decreased the number of qualified candidates for this benefits. Clients' criminal history and/or lack of needed paperwork can either delay Housing Assistance and/or disqualify them from assistance.

Findings are based on: # and % of clients who show improvements in or are maintaining skills in the above listed areas as indicated in the Clinical Assessments completed by the TH Staff.


Program Outcomes - FY'16

It is with Pride and Hope for Recovery that the People of Transition House share their thoughts about

the agency that has helped them on their journey to wellness and joy

"The TH has saved my life and given me tool to live on my own one day. I could still be homeless, in prison, or be dead. I am very grateful and thankful that TH has gone out of

there way to help me out and to help me grow up and recover from Mental Illness and to one day become a valued citizen of society. Thank you TH and all the staff who makes it possible for me to recover and to better my life and become someone. Thank You very

much, S."

"Learning things just need to make improvements and get past emotional issues"

"Keep up the blessed work!"

"Wonderful Program! I'm hopeful that the Program remains available for those in need for years to come!"

"Thanks for helping launch my career in selling my works of art. The profit for Mia and I was exceptional as nobody had sold any art there until my show. there were four before

me and I think I sold about $450.00 in the month I was there."

"I have been involved with many programs throughout my life, and received a variety of treatment plans.. no were have I felt more comfortable enough to be myself and focus on

my recovery.. thank you Transition House... "

"Hope to have more contact now I am back."

"Transition House gave me the opportunity to improve my life in every way possible and because of TH, I have found joy in my life that I had not felt in at least 20 years. I am

eternally grateful to have been a part of the magic of TH."

.


TH Overview FY'84 - FY'16

FY'84 FY'85 FY'86 FY'87 FY'88 FY'89 FY'90 FY'91 FY'92 FY'93 FY'94 FY'95 FY'96 FY'97 FY'98 FY'99 FY'00 FY'01 FY'02 FY'03 FY'04 FY'05 FY'06 FY'07 FY'08 FY'09 FY'10 FY'11 FY'12 FY'13 FY'14 FY'15 FY'16

TRANSITIONAL LIVING PROGRAM:

Number of Clients 35 32 31 37 32 30 31 34 34 36 29 36 34 42 44 36 32 29 29 26 26 26 29 29 30 39 29 29 27 34 26 36 34

Ave. Lgth of Stay n/a n/a n/a n/a 144 113 106 93 88 97 182 89 127 125 113 121 147 132 142 218 225 190 190 217 160 136 133 196 246 161 153 170 143

Employed n/a n/a n/a n/a 14 12 13 12 10 10 10 3 8 6 6 2 3 4 1 2 5 7 8 9 7 9 7 3 4 3 8 5 4

SSI/SSD/VA n/a n/a n/a n/a 10 6 5 6 10 9 13 20 12 16 17 17 15 10 21 17 13 11 9 11 9 16 11 10 11 7 5 8 12

School n/a n/a n/a n/a 2 3 1 1 2 1 1 2 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Average Age n/a n/a n/a n/a 32 32 32 31 34 36 36 37 35 34 36 32 35 34 36 36 39 39 43 42 42 42 45 43 41 42 41 35 41

Ref & Inquiry Calls n/a n/a n/a n/a 127 69 61 111 106 110 107 99 97 121 142 123 119 113 119 109 125 128 129 180 256 208 257 398 550 335 315 386 311

TLP DAYS 2,503 2,979 2,538 2,859 3,046 2,874 3,054 3,163 2,996 3,412 3,734 3,709 3,483 3,463 3,119 3,630 3,246 3,158 3,490 3,241 3,405 3,754 3,529 3,910 3,625 3,379 3,924 3,759 4,000 3,559 3,408 3,604 3,904

TLP Cost/Day $39 $36 $43 $40 $31 $36 $32 $33 $39 $34 $32 $33 $38 $39 $43 $38 $46 $51 $49 $54 $54 $51 $55 $58 $64 $69 $59 $62 $62 $68 $70 $65 $66

COMMUNITY OUTREACH PROGRAM: (beginning in FY'15, this includes participants in the TH Wellness Project)

COP Participants n/a n/a n/a n/a 47 45 65 74 93 105 75 73 76 95 91 89 89 93 81 97 99 92 90 95 92 83 95 92 85 81 75 110 140

COP Contacts n/a n/a n/a n/a 436 633 981 1,093 1,387 1,656 1,673 1,884 2,155 2,071 2,381 2,694 2,259 2,302 2,721 2,896 2,814 2,724 2,131 2,409 1,996 2,085 2,136 1,941 1,890 1,299 961 1,054 1,757

COP Cost/Contact n/a n/a n/a n/a $26 $38 $33 $29 $22 $22 $23 $22 $22 $23 $20 $20 $24 $26 $22 $21 $23 $24 $32 $26 $32 $31 $29 $32 $35 $53 $67 $59 $39

PROGRAMS OVERVIEW:

Total Units of Ser. 2,503 2,979 2,538 2,859 3,482 3,507 4,035 4,256 4,383 5,068 5,407 5,593 5,638 5,534 5,500 6,324 5,505 5,460 6,211 6,137 6,219 6,478 5,660 6,319 5,621 5,464 6,060 5,700 5,890 4,858 4,369 4,658 5,661

Overall Cost/Unit $39 $36 $43 $40 $30 $36 $32 $32 $29 $28 $28 $28 $30 $31 $33 $29 $37 $39 $37 $39 $40 $40 $48 $46 $52 $55 $48 $52 $54 $64 $70 $63 $58

SERVICE HOURS:

TLP: Individual n/a n/a n/a n/a 1,619 2,166 2,156 1,542 1,612 1,535 1,745 2,119 1,913 1,859 1,445 1,729 2,059 1,836 1,860 2,024 1,871 1,868 1,985 2,017 1,911 1,809 2,155 2,003 1,955 1,052 746 896 931

Crisis Int Hrs. n/a n/a n/a n/a 66 229 95 108 79 56 42 76 106 64 50 54 80 43 41 115 76 85 137 211 197 162 153 131 105 98 58 116 78

TLP: Group n/a n/a n/a n/a 790 1,257 929 644 956 957 1,022 1,134 951 1,239 1,204 1,178 1,075 963 852 1,117 1,213 1,097 1,512 1,522 1,403 1,239 935 946 976 802 770 1,348 1,125

COP n/a n/a n/a n/a 436 633 1,089 1,076 1,219 1,109 1,148 1,270 1,459 1,432 1,381 1,264 1,261 1,345 1,719 1,804 1,669 1,639 1,010 1,170 968 850 1,030 760 809 497 400 579 723

Ref./Screen/Intv. 546 432 415 371 318 286 438 512

Non-Direct n/a n/a n/a n/a 2,935 4,116 4,400 3,812 4,330 3,427 4,191 4,195 4,426 4,310 4,218 4,951 4,336 3,973 4,430 4,999 4,740 4,604 4,230 4,324 4,880 5,249 5,015 5,111 5,297 3,668 4,201 3,424 3,724

TOTAL HOURS: n/a n/a n/a n/a 5,780 8,172 8,574 7,074 8,115 7,027 8,106 8,718 8,749 8,840 8,248 9,122 8,731 8,117 8,861 9,944 9,492 8,506 8,735 9,033 9,162 9,694 9,566 9,233 9,407 8,792 8,897 8,959 9,501

FINANCIAL OVERVIEW:

Budget 115,984 122,522 117,867 117,205 108,870 126,065 130,350 136,500 141,000 157,400 160,000 167,850 181,650 183,100 183,650 187,600 197,100 210,350 228,900 237,300 240,700 259,525 274,300 295,000 300,000 303,500 284,500 287,700 329,195 $312,400 $301,800 $313,300 $322,000

Expenses 97,468 107,403 109,160 115,569 105,755 126,778 130,677 134,094 145,466 150,587 165,559 191,584 180,608 184,427 183,668 192,327 203,321 219,351 229,783 237,077 246,291 256,389 270,084 288,817 294,887 298,537 290,808 296,630 315,722 $310,020 $303,767 $295,275 $326,427

Income 93,758 109,909 100,193 107,079 112,384 128,789 134,171 137,781 138,689 152,358 169,898 193,656 179,251 183,600 185,654 194,917 211,692 218,209 234,892 233,069 239,254 257,735 266,796 306,703 297,082 300,706 292,068 292,709 324,866 $312,920 $294,451 $304,185 $330,432

DMHSAS $ 90,770 90,770 90,770 90,770 90,770 112,200 112,200 112,200 112,200 112,200 112,200 112,200 120,000 120,000 120,000 120,000 120,000 120,000 130,955 122,877 124,960 147,000 147,595 177,000 177,000 177,000 171,655 171,690 169,805 $169,973 $169,762 $198,220 $215,270

Client Fees 731 4,330 6,411 5,040 5,995 2,921 6,390 6,125 3,800 3,912 11,089 11,588 6,484 6,806 5,562 9,124 7,763 3,140 9,738 15,877 10,132 4,846 9,824 6,001 7,256 12,746 15,071 6,031 11,996 $3,857 $6,131 $6,460 $9,461

Donated Hrs to TH n/a n/a n/a n/a 109 1,375 1,571 261 1,226 615 1,101 1,116 1,248 1,285 1,125 1,438 1,594 1,062 833 2,010 588 631 733 1,180 968 1,107 1,119 899 966 175 595 689 1,040

In-Kind Donations n/a n/a n/a n/a 3,086 4,380 2,340 4,350 18,150 5,950 4,532 6,530 3,381 3,175 3,757 5,666 10,918 11,865 11,124 10,438 12,115 11,935 16,997 11,924 17,715 10,811 15,692 17,396 21,179 $10,914 $22,140 $11,936 $9,588

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

Units of Service FY'84-'16

TLP DAYS COP Contacts Total Units of Ser.

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

$350,000

Budget Overview FY'84 - '16

Expenses Income DMHSAS $


TH Participation Overview

PEOPLE SERVED: FY '16 FY '82 -'16 FY '88 -'16 FY'15-'16

Total People Served - TLP, COP, Wellness Project 146 1047

Total (unduplicated) - TLP & COP 111 1002

New Unduplicated - TLP & COP 40

Transitional Living Program - TLP (unduplicated) 34 699

New in Transitional Living Program 22

Participants in both Transitional Living and Community Outreach Program 28 456

% of Transitional Living clients who participated in Community Outreach 82% 65%

Community Outreach Program - COP (Total) 105 243 759

New in Community Outreach Program 40 303

% of Community Outreach clients who participated in Transitional Living 76% 456 60%

Duplicates Between Structured Activities Clients and Drop-In Clients 47

Community Outreach Program: Structured Activities Clients 68

Community Outreach Program: Drop-In Clients 84

TH Wellness Project - (Total) 35 45New in the TH Wellness Project 29

Community Members 22 23

University Students 13 22

TLP:34

20%

COP:10560%

Wellness Project:35

20%

TH Program Participation FY'16Total Unduplicated People Served = 146

TLP Only:24323%

COP Only:30529%

TLP & COP:45644%

Wellness Project:45, 4%

TH Program Participation FY'82 - '16Total Unduplicated Served = 1,047

35 32 3137 32 30 31 34 34 36

2936 34

42 4436 32 29 29 26 26 26 29 29 30

3929 29 27

3426

36 34

0 0 0 0

47 45

6574

93105

75 73 76

95 91 89 89 9381

97 9992 90 95 92

8395 92

85 8175

110

140

0

20

40

60

80

100

120

140

FY'84 FY'86 FY'88 FY'90 FY'92 FY'94 FY'96 FY'98 FY'00 FY'02 FY'04 FY'06 FY'08 FY'10 FY'12 FY'14 FY'16

People Served FY'84 - '16

Transitional Living Program Community Outreach Program

Transition House is the place that provides a sense of healthy connection, support,

validation and empowerment. It is the People who remind us of how important TH is in helping them find

hope, joy and wellness.

These numbers represent people. Many of whom had lost all hope. Through TH, lives are

restored, wellness is advanced.

Thanks to the Amazing People of Transition House

for reminding us all to believe!

Creating healthy connections, having fun. Empowering Hope and Wellness!


TH Clients Served in FY'16

TOTAL #

FY '16 # of TLP # of TLP of

Days People Contacts People Hours Contacts People Hours Contacts People Hours Contacts People Hours People

JULY 336 12 71 28 23 32 16 22 0 0 0 96 34 45 46

AUG. 369 12 83 24 27 41 27 34 7 7 7 122 45 67 57

SEPT. 295 12 85 26 25 24 11 21 65 20 22 171 49 67 61

OCT. 322 12 97 38 21 26 14 24 52 19 15 170 61 59 73

NOV. 281 12 55 23 14 15 8 12 35 16 17 101 42 42 54

DEC. 265 12 127 36 25 27 13 11 22 15 11 165 53 47 65

JAN. 294 10 123 37 27 52 18 11 3 3 4 158 44 42 54

FEB. 347 13 110 35 18 32 20 14 25 18 32 156 58 63 71

MAR. 333 14 145 39 31 43 14 23 18 12 14 188 53 68 67

APR. 350 12 141 37 27 34 15 29 16 9 13 170 48 69 60

MAY 354 15 108 31 36 35 17 23 8 6 9 131 42 67 57

JUNE 358 13 104 32 45 36 15 24 6 5 10 129 39 79 52

Annual Total: 3,904 34 1,249 84 317 397 68 245 257 35 151 1,757 140 713 146

Monthly Average: 325 12 104 32 26 33 16 20 21 13 13 146 47 59 60

Com. Outreach former TLP No TLP % former TLP .

Drop-In Comp. 84 71 13 85%

Structured Act. 68 46 22 68%

COP

Drop-In: Activities: Outreach Totals:(undupl.)

TLP

Wellness Project:

0

10

20

30

40

50

60

70

80

JULY AUG. SEPT. OCT. NOV. DEC. JAN. FEB. MAR. APR. MAY JUNE

Nu

mb

er

of

Clie

nts

Se

rve

d

Number of People Served in FY'16

TLP Drop-In: Activities:

Outreach Totals:(undupl.) TOTAL # Wellness Project

former TLP85%

No TLP15%

Community Outreach Program FY'16 Drop-In Component

former TLP No TLP

former TLP68%

No TLP32%

Structured Activities Component

former TLP No TLP

Note:

TH increased the number of people served from FY'14 to FY'16 by 59%


Client Age

Marital

Status Educ Vet Sex Race

Health

Issues Entry Diagnosis

Length of

Stay Tobacco Drugs of Choice

Age

First

Used

# Prior

Hosp. Referral Source

Arrest

past

year Arrest / Incarcerated Program Status

NHA

Benefits

after TL Entry Benefits

Current/ Exit

Benefits

Entry

Emp

Current/

Exit Emp.

Annual

Income -

Entry

Annual

Income -

Exit/Crt

1 24 NM 14 N F W N PTSD, Dep, Bipolar, Anxiety 81 Y Alcohol 20 7 COCMHC 1 Theft Did not complete N none FS None None $0 $0

2 35 D 12 N F W Y Major Dep DO, PTSD, Anxiety DO 325 Y Marijuana 16 3 COCMHC 0 N/A TLP Completed N none FS None None $0 $0

3 35 D 13 N M W Y

Maj. Dep DO/ psych features, Anxiety

DO, PTSD 176 Y N/A N/A 3 GMH 0 Bad Checks Did not complete N SSI/Med/FS SSI/Med/FS None None $8,796 $8,796

4 41 NM 12 N M W N Major Dep DO; Sub. Dep. 84 Y

Marijuana, Cocaine,

Crack, Meth, Alcohol 5 30 Hope 1 Alc Related Did not complete N SSI/Med/FS SSI/Med/FS None None $7,596 $7,593

5 57 S 16 Y M B Y Schizoaffective 46 Y N/A N/A 0 GMH 0 N/A Did not complete N SSDI/Med/FS SSDI/Med/FS None None $10,104 $10,104

6 44 S 11 N F NA N Bipolar; Sub. Abuse, BPD 47 Y Meth, Xanax, Alcohol 17 5 Hope 2 Drug related Did not complete N Med Med/FS None None $0 $0

7 53 NM 12 N M W Y Dep; Anxiety, PTSD 94 N Heroin, Alcohol 15 6 GMH 0 Theft Did not complete N FS FS None None $0 $0

8 32 D 13 N F W Y Bipolar w/ Psychosis 248 N N/A N/A 1 Priv. Dr. 0 N/A TLP Completed N none SSDI/Med/FS None None $0 $7,824

9 20 NM 13 N M W N ADHD; Oppositional Defiant DO 50 Y Marijuana 15 0 COCMHC 0 N/A Did not complete N SSDI/Med SSDI/Med PTE PTE $8,796 $8,796

10 35 D 12 N M W N Major Dep; Sub Abuse 70 Y Opiates 20 12 COCMHC 0 Drug related, Theft Did not complete N SSDI/Med/FS SSDI/Med/FS None None $8,796 $8,796

11 40 D 14 N F W Y PTSD; Anxiety DO 80 Y Marijuana 22 3 COCMHC 0 Drug related Did not complete N FS FS PTE None $10,159 $0

12 26 NM 13 N M W Y Dep DO w/ Psychosis, Anxiety DO, PTSD 87 Y Heroin 19 12 GMH 0 N/A TLP Completed N none FS None

Compet

itive $0 $15,000

13 55 S 12 N M W Y Dep DO; Sub. Abuse 45 Y Amphetamines 20 0 COCMHC 0 N/A Did not complete N FS FS None

Compet

itive $0 $10,000

14 23 NM 12 N M W N Dep DO 308 N N/A N/A 1 GMH 0 N/A TLP Completed Y none SSDI/Med/FS None None $0 $8,796

15 25 NM 13 N F W Y Bipolar; Sub. Abuse 76 N

Amphetamines, Alcohol,

Cannibis 14 4 COCMHC 1

Unauthorized use of

CC Did not complete N none FS None None $0 $0

16 61 D 20 N F W Y Dep DO 231 N N/A N/A 0 NRH 0 N/A TLP Completed N FS SSI/Med/FS None None $0 $16,308

17 43 NM 9 N M W Y Dep; Anxiety, Mood DO 149 Y Alcohol, Opiates 13 0 Self 0 Drug/Alc related TLP Completed Y FS FS None

Compet

itive $0 $10,400

18 41 S 13 N M W Y Bipolar; Alc abuse 275 Y Marijuana, Alcohol 15 22 GMH 0 N/A Did not complete N FS FS None None $0 $0

19 27 NM 12 N M W Y Bipolar psychotic feat.; Alcohol Abuse 149 Y Alcohol, Meth 14 7 GMH 0 Drug/Alc related Did not complete N FS SSDI/Med/FS None None $0 $8,796

20 47 D 12 N F W Y Schizoaff DO; Panic DO 70 Y Alcohol, Meth 21 3 COCMHC 0 Drug related Did not complete N SSDI/Med/FS SSDI/Med/FS None None $9,744 $9,744

21 52 NM 12 Y M B N Schizophrenia,Paranoid; Sub/Alc Abuse 14 N Alcohol, Amphetamines 17 5 GMH 0 N/A Did not complete N SSDI/Med/FS SSDI/Med/FS None None $8,796 $8,796

22 34 NM 12 N M W Y

Dep DO w/ psychotic features; Alc

Abuse 59 Y Alcohol 13 0 GMH 0 CM Assult and Battery Did not complete N none FS None None $0 $0

23 36 D 12 N M W Y

Bipolar DO w/ Psychotic Features: Alc

Abuse 157 Y Alcohol 15 4 COCMHC 0 N/A Did not complete N SSDI/Med/FS SSDI/Med/FS None None $8,796 $8,796

24 46 NM 14 Y M W Y Bipolar, Anxiety; Alc Abuse 368 Y Alcohol 9 3 Self 0 Alc related TLP Completed N FS FS None None $0 $0

25 39 D 13 Y M W N Bipolar; Alc/Sub Abuse, BPD 0 Y Marijuana, Alcohol 17 6 GMH 0 N/A In TLP at FY end N FS FS None $0 $0

26 50 W 11 Y M W N Dep DO, Alc Abuse 0 Y Alcohol 10 4 COCMHC 2 Alc rel/Child Support In TLP at FY end N none FS None $0 $0

27 25 NM 12 N M W N Dep DO, Gen Anxiety 0 N

Marijuana, Alcohol,

Opiates 16 10 COCMHC 0 Drug/Alc related In TLP at FY end N FS FS None $0 $0

28 44 NM 16 N M W Y Dep. DO; Alc Abuse 0 N Alcohol 12 8 COCMHC 0 N/A In TLP at FY end N none FS None $0 $0

29 57 D 8 N M W Y Dep DO, Comp Gambling 0 Y

Marijuana,

Alcohol,Amphetamines 15 1 GMH 0 N/A In TLP at FY end N FS FS None $0 $0

30 39 NM 11 N M W N Bipolar; Sub. Abuse 0 N Meth, Alcohol, Cannabis 30 1 GMH 0 Alc related In TLP at FY end N FS FS None $0 $0

31 45 NM 8 N M W Y Bipolar w/ Psychosis; Sub Abuse 0 Y Marijuana 12 3 GMH 0 Theft In TLP at FY end N FS FS None $0 $0

32 43 NM 12 N F W N Dysthymic DO, Avoidant Personality DO 0 N N/A N/A 0 COCMHC 0 N/A In TLP at FY end N FS FS None $0 $0

33 51 D 13 N M NA Y Major Dep, Anxiety DO 0 Y Alcohol, Marijuana 17 5 GMH 0 Theft In TLP at FY end N FS FS None $0 $0

34 54 D 14 N F W Y Depression 0 N N/A N/A 3 GMH 0 N/A In TLP at FY end N FS FS None $0 $0

Total Ave Ave Ave Ave Ave Ave Ave

34 41 NM: 17 13Vet/

Mil:5F: 10 W: 32 Y: 22 Co-Occurring DO=16 143 Y: 23 16 5 COCMHC=13 Y: 5 Y=18 TLP Completion: 7 N=22 Fd Stp=23 Fd Stp=33 Emp=2 Emp=4 $2,400 $4,369

Div: 12 M: 24 B: 2 N: 12 Diagnostic Imprs of CO=+6 days N:11 GMH=15 N: 29 N=16 Did not Complete: 17 Y=2 SS(D)I=8 SS(D)I=12 No=32 No=30

Sep.: 4 NA: 2 Bipolar=1 Self = 2 In TLP at FY end: 10 N/A=10 None=9

Wid: 1 Depression=8 Other = 4

Schizoaff=1 / Other = 2

History of Substance &/or

Alcohol Abuse: 27

Transitional Living Program Outcomes and Demographics FY'16


TLP Diagnosis and Client Challenges Overview

Depression27%

Schizo.6%

Bipolar6%

Co-Occurring47%

Other6%

Client Overview by Diagnosis FY'16

12

2 2

16

2

0

2

4

6

8

10

12

14

16

18

20

Depression Schizo. Bipolar Personality DO Co-Occurring Other

Diagnosis Comparisons FY'10-'16

I was once a child - beaten, misused, scared, lost.Then I grew up - they called me crazy, strange, scary, a drunk, an addict, useless, good for nothing.

My pain ran deep, I felt hopeless and alone.No one seemed to care, and honestly, neither did I.

All seemed lost and I wanted to die - I tried to die.When I awoke and my life was not over

I struggled to believe that there was a reason to go on.Someone said to try – to have faith and hope.

I once was a child, then an adult – your mother, your father, sister, brother, husband, wife, teacher, nurse…My life seemed normal – just like yours – then the illness began.

I struggle to be heard, yet I want no one to know.I have talent and gifts, wisdom and knowledge.

I want to share, to live, to love.I am a human being, not my illness.I struggle, I fall, I move on, I hold on.

One moment at a time, one day at a time, the darkness that was my life began to fade.I found hope, I began to believe.

There is hope, I can hope – you’ve shown me how.I can recover, I can live, not alone, but as so many others do - proud, successful, happy, fulfilled.

I don’t have to die to forget the pain, I can grow and share hope.I have an illness, I have addiction

I am still alive – with purpose and mission.I am alive – no longer alone…

Though every client in the TLP has a diagnosis of a severe mental illness, the challenges the clients face are often much more.

Here are some of the other issues clients in the Transitional Living Program (TLP)are facing while working towards their recovery. Of the 34 clients:

• 79% have a history of Substance and/or Alcohol Abuse and/or Addiction• 52% of those with a history of substance abuse/addiction began drinking and/or

using at age 15 or younger - 26% began at age 13 or younger• 47% were referred from in-patient treatment prior to entering the TLP (in FY'09 -

over 70% received in-patient treatment prior to entering the TLP)• 65% have health problems• 53% had legal issues - arrests, incarceration, etc.• 15% had been arrested within 12 months prior to entering the TLP• 24% had SS(D)I benefits prior to beginning the TLP • 94% were unemployed upon entering the TLP • 74% had no income upon entry into the TLP - average entry income = $2,400/year• 100% were homeless or staying in a temporary housing situation prior to TLP

As important as statistics and numbers are,it is also important to understand more about the People of TH.

Many clients have read these words and agree that these represent them as a collective. These words were part of the message the People of TH shared at the My Mind Matters event at the State

Capitol in the spring of 2016.


Community Outreach Program FY'16

# of Participants July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June Total: Average

Supportive Counseling 0 1 1 0 0 1 0 1 1 1 0 2 8 1Crisis Intervention 3 1 1 0 1 0 0 2 0 1 2 2 13 1Grocery Shopping 6 6 7 5 4 3 5 4 4 5 5 2 56 5

Community Living Support 4 2 1 1 1 0 3 1 0 1 1 1 16 1Social/Rec. Contact 30 35 28 39 23 38 37 40 38 35 32 32 407 34

Grocery/Social 3 3 1 1 0 0 3 3 6 6 5 0 31 3Grocery/Com Living 0 0 0 0 0 0 0 0 0 0 1 0 1 0

Wellness Project 0 7 20 19 16 15 3 18 12 9 6 5 130 11

Total: 34 45 24 61 42 53 44 58 53 48 42 39 105 45

# of Contacts July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June Total: Average

Supportive Counseling 0 3 1 0 0 1 0 1 1 1 0 2 10 1Crisis Intervention 4 4 1 0 1 0 0 2 0 1 2 6 21 2Grocery Shopping 9 8 12 10 9 6 10 6 8 10 6 11 105 9

Community Living Support 6 2 4 3 1 0 5 1 0 1 1 2 26 2Social/Rec. Contact 73 94 85 104 55 136 134 116 146 133 104 98 1,278 107

Grocery/Social 4 4 3 1 0 0 6 5 15 8 9 3 58 5Grocery/Com Living 0 0 0 0 0 0 0 0 0 0 1 1 2 0

Wellness Project 0 7 65 52 35 22 3 25 18 16 8 6 257 21

Total: 96 122 171 170 101 165 158 156 188 170 131 129 1,757 146

COP Activities Participants: 68 COP Drop-In Participants: 84 People participating in both components: 47 Total Unduplicated: 105

TH Wellness Project Participants: 35

34

45

24

61

42

53

44

5853

4842

39

0

10

20

30

40

50

60

70

July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June

# o

f P

arti

cip

ants

COP FY'16: # of Participants

96

122

171 170

101

165 158 156

188170

131 129

0

20

40

60

80

100

120

140

160

180

200

July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June

# o

f C

on

tact

s

COP FY'16: # of Contacts


TH Wellness Project FY'16

When we launched the TH Wellness Project in January 2015, we had our vision and made a commitment to ourselves to stay open to feedback so the project could develop as people needed. Though a lot of our early work was centered around the lessons learned from Dr. Brene Brown, we knew that for this to evolve into a meaningful endeavor, we needed to combine the influence of her work and others with our experiences, lessons learned and feedback. Our focus continues around exploring barriers to holistic wellness, self-care and life joy. Our vision remains broad: to improve the understanding of the components of personal wellness while increasing healthy life style behaviors.

Some highlights from FY'16:• We maintained the 16 week series structure with the Student Wellness Project. Class size dropped since we did not do as much outreach with students. The students participating really enjoyed the

small class structure and found it much more meaningful to their learning process.• The decision was made to alter the format for the Community Wellness Project. After some various attempts, we decided to meet every other week, alternating one time at lunch time and the other

in the early evening. We also decided to refer to this Community effort as a 'gathering' rather than as a class, meeting or group. • To broaden our reach in the community, we combined some of our gatherings with community networking efforts. This allowed people who typically would not attend the gathering to connect and

learn a little more about themselves in relation to their personal well being. • Of the 35 participants, 13 were involved through the Student class and 22 through the Community gatherings. • TH Staff continues to work closely with Dr. Katie Barwick-Snell from OU's Human Relations Department on the development of this project.

Below are some comments from students who participated in the class:• There are many valuable lessons to take away from the material this class has to offer you, if you are willing to sit through some hard conversations and really focus becoming the best version of

yourself possible. This class over the past school year has changed a lot about who I am, and why I am the way that I am.• The information that I have acquired has set me up for a life of success. • Being twenty years old and learning the valuable life lessons this early one will benefit me for the rest of my life. • More than anything my experience building my wellness plan has helped me establish a foundation for my next stage of life. • I don’t feel like I would have managed my time and stress without using this class as a resource this semester. • This class challenged me a lot to look back and the kinds of behaviors I had in the past and realize how far I have come with self-esteem, vulnerability and authenticity.• Being grateful for small everyday moments has really helped me on my wellness journey. • The wellness class was incredibly beneficial to me and it was a really good time in my life to be thoughtful about my own wellbeing. I hope that it can set precedence for healthy work-life balance and

that I can be an example of joyful living for my daughter.• Every day we met, we had to write a number describing how we felt that day or week. It didn’t matter rather you were having a good day or a bad day but by the time you walked out of class your day

changed. • Being a teacher and a volleyball coach, I’ve started to use some of the things we learned with my students and athletes. • This class teaches you how to not break yourself down even when you are already broken. It teaches you how to love yourself no matter what’s going on within this crazy world we live in. We have to

put ourselves first before anyone can come second!


TH Monthly Report Summary FY'16FY'16 July'15 Aug'15 Sept'15 Oct'15 Nov'15 Dec'15 Jan'16 Feb'16 Mar'16 Apr'16 May'16 Jun'16 TOTAL: Monthly Ave

Total Hours Of Direct Client Services: 263 252 278 295 204 271 274 317 313 276 275 273.95 3,290 274 931

Individual Basis (total hours): 70 79 66 80 70 83 71 105 83 79 75 71 931 78 1,125

Daily Living: 24 20 18 23 21 29 29 26 32 28 21 23 291 24 562

Pre-voc./Vocational: 0 1 3 3 1 1 2 6 1 3 1 4.5 24 2 161

Social Skills: 34 36 42 35 33 35 30 39 41 40 32 40.5 434 36 512

Crisis Intervention: 3 9 1 19 5 3 6 25 3 2 3 2 78 6 3,724

Treatment/Rehab. Plans: 10 14 3 1 11 16 5 9 8 8 20 1 105 9 2,487

Group Basis (total hours): 97 80 104 102 62 98 85 115 112 88 93 92 1,125 94

Daily Living: 49 41 59 51 28 43 48 46 48 45 46 52 552 46

Pre-Vocational/Vocational: 4 4 4 2 0 9 5 2 15 6 9 10 70 6

Social Skills: 44 36 42 49 34 47 32 67 49 38 38 30 503 42

Com. Outreach Program (total hours): 45 67 67 69 42 47 42 63 68 69 67 78.95 723 60

Structured Activities: 22 34 21 24 12 11 11 14 23 29 23 23.5 245 20

Drop-In: 23 27 25 21 14 25 27 18 31 27 36 45 317 26

Community Wellness Project: 0 0 10 7 7 2 1 10 6 3 6 10.45 60 5

Student Wellness Project: 0 7 12 18 10 10 3 23 8 11 3 0 101 8

Referrals, Screening, Interviewing (total hrs): 51 26 41 45 31 44 77 35 51 40 40 32 512 43

Total Hours Of Non-Direct Client Services: 322 311 260 320 246 229 375 378 371 299 303 311.5 3,724 310

Consultation: 217 207 166 215 116 152 218 248 204 180 181 189 2,290 191

Documentation & Activity Prep: 100 97 81 100 55 73 90 119 132 118 117 113.5 1,192 99

Training: 5 8 13 6 76 4 68 12 35 2 6 9 242 20

Total Hours Of Administrative/PR Work: 169 222 211 218 167 183 213 242 201 219 215 229 2,487 207

Meetings: 20 30 14 31 27 28 14 21 10 23 31 25.5 270 23

Community Contacts: 14 17 47 50 14 17 43 23 23 35 13 24.5 318 26

Administrative Duties: 136 175 151 138 126 139 157 199 168 161 172 179 1,899 158

Screening For TL Program: 126 126

Total #of Inquiries Received: 33 14 35 15 30 31 21 15 33 23 30 31 311 26

Total #of Referrals Received: 6 8 7 7 7 9 11 5 4 2 4 3 73 6

Total # Interviewed For Admission: 4 1 3 0 1 3 10 1 2 1 2 2 30 3

Total # Accepted: 2 1 2 1 1 2 4 1 2 1 2 1 20 2

Donations to T.H.: 0

Volunteer Hours: 13 21 152 84 57 63 134 187 149 136 36 10 1,040 87

In-Kind Donations Total Value: $600 $1,050 $963 $1,060 $795 $650 $625 $675 $1,170 $800 $600 $600 $9,588 $799

Total Service Hours: 9,501 Hours includes direct service & proportionate time from non-direct service hours:

Transitional Living Program Hours: 2,056 62% 4382 hours 3,724 46.12%Community Outreach Program Hours: 723 22% 1541 hours 16.22%

Referrals, Screening, Interviewing Hours: 512 16% 1091 hours 11.48%Administrative & Public Relations Hours: 2,487 2,487 hours 26.17%

(Total Non-Direct Client Services Hours:)

% of Time Spent in Each Area:

Transitional Living Program

46%

Community Outreach Program

12%Referrals, Screening, Interviewing

6%

Administrative & Public Relations

36%

Summary of Service Hours

TLP Individual10% TLP Group

12%COP6% Wellness

2%

Referrals, Screening5%Non-Direct Services

39%

Admin/PR26%

TH Service Hours


TH Financial Overview

Actual Total: Budgeted Total: Variance:

INCOME: $330,432.12 $322,000.00 $8,432.12

EXPENDITURES: $326,426.59 $322,000.00 $4,426.59

DIFFERENCE: $4,005.53 $0.00 $4,005.53

ADMINISTRATIVE: $55,206.61

> $61,701.51

FUND RAISING: $6,494.90

TRANSITIONAL LIVING (TLP): $208,677.57

> $264,725.08COMMUNITY OUTREACH (COP): $56,047.51

PROGRAM COSTS: ADMIN & F.R.: COMBINED:

TRANSITIONAL LIVING: $208,677.57 $48,638.08 $257,315.65

COMMUNITY OUTREACH: $56,047.51 $13,063.43 $69,110.94

SERVICE COST: FY 1'0 SERVICE TOTAL:

TRANSITIONAL LIVING: $65.91 per day of service Actual Days = 3,904

COMMUNITY OUTREACH: $39.33 per contact Contacts = 1,757

* Figures used in this report came from Transition House, Inc.'s year end financial statement.

Funding Sources Include: DMHSAS, United Way of Norman, Norman's Social & Voluntary Services Commission, OEC Foundation, Rotary Club, Bank of the West, Donations

through Businesses & Individuals, Client Fees

ADMIN:17%FUND RAISING:

2%

TLP: 64%

COP: 17%

FY'16 Expenditures

TLP:79%

COP:21%

Program Cost Comparison

$15

$35

$55

$75

FY'84 FY'87 FY'90 FY'93 FY'96 FY'99 FY'02 FY'05 FY'08 FY'11 FY'14

Program Costs - FY'84-'16

TLP Cost/Day COP Cost/Contact Overall Cost/Unit

DMHSAS97%

Clients1%

Other2%

Income Sources ComparisonFY'84

DMHSAS65%

Clients3%

Com. Support

17%

UW15%

Other32%

FY'16


Transition House FY'16 Year to Date Financial Report

INCOME: Admin: FR: TL: COP: Total:

July-June

2016 Budget

$ Over

Budget

% of

Budget

Contributions 0 0 0 0 0 0 0.00 250 (250.00) 0.0%

United Way/Norman 49,000 8,330 980 16,200 23,490 49,000 49,000.00 49,000 0.00 100.0%

Fund Raising

Fund Raising Exp. 3,500 (1,896.46) 3,500 (5,396.46) (54.19%)

Fund Raising Inc. 28,500 23,446.00 21,500 1,946.00 109.05%

FR Events - Total 21,550 3,663 431 0 17,455 21,550 21,549.54 25,000 (3,450.46) 86.2%

ODMHSAS

Unreimbursed services (4,785) (4,785.00) 0 (4,785.00) 100.0%

ODMHSAS contract-billed 220,055 220,055.00 210,000 10,055.00 104.79%

DMHSAS 215,270 36,596 4,305 174,369 0 215,270 215,270.00 210,000 5,270.00 102.51%

Other Gov. Grants 12,000 2,040 240 7,680 2,040 12,000 12,000.00 11,000 1,000.00 109.09%

Foundation Grants 8,835 1,502 177 5,655 1,502 8,835 8,835.37 8,000 835.37 110.44%

Donor Drive 9,072 1,542 181 1,011 6,336 9,072 9,071.50 8,000 1,071.50 113.39%

Restricted Donation-Vehicle 1,300 0 0 650 650 1,300 1,300.00 1,685 (385.00) 77.15%

Client Fees 9,461 1,608 189 7,663 0 9,461 9,460.60 6,800 2,660.60 139.13%

Interest 330 56 7 56 211 330 330.12 265 65.12 124.57%

Miscellaneous- 990T 3,615 615 72 0 2,928 3,615 3,614.99 2,000 1,614.99 180.75%

TOTAL 330,432 55,952 6,583 213,284 54,613 330,432 330,432.12 322,000 8,432.12 102.62%

EXPENSES:

Salaries 187,920 31,946 3,758 120,269 31,946 187,920 187,919.65 179,920 7,999.65 104.45%

Employees Health Ins. 28,206 4,795 564 18,052 4,795 28,206 28,205.51 30,000 (1,794.49) 94.02%

Worker's Comp. 4,854 825 97 3,107 825 4,854 4,854.00 5,100 (246.00) 95.18%

FICA/Pay.Tax/OES 16,647 2,830 333 10,654 2,830 16,647 16,646.92 15,765 881.92 105.59%

Legal/Accounting 4,925 837 99 3,152 837 4,925 4,925.00 4,800 125.00 102.6%

Office Supplies 1,091 185 22 698 185 1,091 1,090.86 1,500 (409.14) 72.72%

Telephone 3,034 516 61 1,942 516 3,034 3,033.69 3,200 (166.31) 94.8%

Postage 249 42 5 159 42 249 249.15 200 49.15 124.58%

Rent 42,450 7,217 849 27,168 7,217 42,450 42,450.00 42,300 150.00 100.36%

Utilities 11,149 1,895 223 7,135 1,895 11,149 11,148.69 13,070 (1,921.31) 85.3%

Household 5,294 900 106 3,388 900 5,294 5,294.00 1,250 4,044.00 423.52%

Maint/Rep-Property 10 2 0 6 2 10 10.00 500 (490.00) 2.0%

Maint/Rep-Equipment 4,835 822 97 3,094 822 4,835 4,834.98 2,500 2,334.98 193.4%

Staff Dev/Training 2,448 416 49 1,567 416 2,448 2,447.71 3,000 (552.29) 81.59%

Food 1,306 222 26 836 222 1,306 1,305.54 1,000 305.54 130.55%

Client Supplies 1,979 336 40 1,267 336 1,979 1,979.40 5,000 (3,020.60) 39.59%

Cable 1,107 188 22 708 188 1,107 1,106.67 1,100 6.67 100.61%

Vehicle 1,682 0 0 841 841 1,682 1,681.80 1,685 (3.20) 99.81%

Vehicle - Gas 365 62 7 234 62 365 365.45 1,000 (634.55) 36.55%

Vehicle - Maint/Repair 266 45 5 170 45 266 266.32 500 (233.68) 53.26%

Vehicle- Insurance/Tag 1,843 313 37 1,180 313 1,843 1,843.25 2,000 (156.75) 92.16%

Dues & Subscriptions 130 22 3 83 22 130 130.00 310 (180.00) 41.94%

Advertising 0 0 0 0 0 0 0.00 200 (200.00) 0.0%

General/Prof Liability 2,586 440 52 1,655 440 2,586 2,586.00 3,900 (1,314.00) 66.31%

Dir./Officers Liability 2,052 349 41 1,313 349 2,052 2,052.00 2,200 (148.00) 93.27%

TOTAL 326,427 55,207 6,495 208,678 56,048 326,427 326,426.59 322,000 4,426.59 101.38%

Dif. Between Inc vs Exp: 4,006 746 88 4,606 (1,434) 4,006 4,005.53 0 4,005.53 100.0%

Overall Program % 0.17 0.02 0.64 0.17 1.00 656858.71 644000.00 12858.71 102%


TH Financial Compilation Report FY'16BECKY FLEMING, C.P.A., INC.

TRANSITION HOUSE, INC. (Unaudited)

STATEMENT OF FINANCIAL POSITION AS OF JUNE 30, 2016 and 2015

ASSETS Jun-16 Jun-15

Cash in bank 37,431 30,970

Contracts receivable 19,690 28,050

Prepaid insurance 3,442 3,282

Pledges Receivable 300 5,500

Furniture, equipment, vehicles 64,612 64,612

Accumulated depreciation (56,192) (49,834)

Net capital assets 8,420 14,778

TOTAL ASSETS $69,283 $82,580

LIABILITIES AND NET ASSETS

LIABILITIES

Accounts payable 0 4,128

Payroll liabilities 10 10

Deferred grant revenue 0 6,835

Accrued vacation payable 7,048 7,034

Van loan, current portion 1,515 1,485

Van loan, less current portion 7,399 8,914

TOTAL LIABILITIES 15,972 28,406

Unrestricted 53,311 54,174

TOTAL LIABILITIES & NET ASSETS $69,283 $82,580

Twelve Prior Year

REVENUES, GAINS & OTHER SUPPORT Months Twelve Months

United Way allocation 49,000 46,000

21,554 19,756

Contract services 220,055 198,220

Unreimbursed contract services (4,785) 0

Net contract services 215,270 198,220

Grants and contributions 31,206 30,754

Client fees 9,461 6,460

Interest 330 219

Other Income 3,615 2,776

330,436 304,185

EXPENSES

Transitional living 212,030 192,281

Community outreach 56,320 54,079

Fundraising 6,628 6,011

Management and general 56,321 48,068

Total Expenses 331,299 300,439

CHANGE IN NET ASSETS (863) 3,746

BEGINNING NET ASSETS 54,174 50,428

ENDING NET ASSETS $53,311 $54,174

ACCOUNTANT'S COMPILATION REPORT

7920 108th Ave NE, Norman, OK 73026 Cell: 405.641.5794 Fax: 405.217.4575 Email: [email protected]

Fundraising, net of related expenses

See accompanying accountant's report

Total Revenues, Gains and Other Support

To the Board of Directors Transition House, Inc. Norman, Oklahoma

Management is responsible for the accompanying statements of Transition House, Inc. (a nonprofit organization), which comprise the statement of financial position as of June 30, 2016 and 2015, and the related statements of activities, functional expenses, and cash flows for the twelve months then ended in accordance with accounting principles generally accepted in the United States of America. We have performed a compilation of engagement in accordance with Statements and Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. We did not audit or review the financial statements, nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. Accordingly, we do not express an opinion, a conclusion, nor provide any form of assurance on these financial statements .

Management has elected to omit substantially all of the disclosures required by accounting principles generally accepted in the United States of America. If the omitted disclosures were included in the financial statements, they might influence the user's conclusions about the Organization's financial position, changes in net assets, and cash flows. Accordingly, these financial statements are not designed for those who are not informed about such matters.

We are not independent with respect to Transition House, Inc.

Thank Youto our Many Corporate & Individual Donors

for partnering with TH to Make a Difference!Together, we are Changing and Saving Lives!

Pictured are just a few of the Gifts of Hope recipients.


TH Financial Compilation Report FY'16

STATEMENT OF FUNCTIONAL EXPENSES

Mgt & Gen

Expenses

Fund

Raising

Transitional

Living

Community

Outreach

Total

Expenses

Total

Expenses

Mgt & Gen

Exp

Fund

RaisingTLP COP

Salaries and wages 31,948 3,759 120,277 31,949 187,933 169,581 27,132 3,392 108,532 30,525

Employee health benefits 4,795 564 18,052 4,795 28,206 24,947 3,992 499 15,966 4,490

Workers comp 825 97 3,107 825 4,854 4,952 793 99 3,169 891

Payroll taxes 2,830 333 10,654 2,830 16,647 17,408 2,786 348 11,141 3,133

Legal and accounting 837 99 3,152 837 4,925 4,565 730 91 2,922 822

Office supplies 183 22 689 183 1,077 1,126 179 23 721 203

Telephone 515 61 1,942 516 3,034 3,000 480 60 1,920 540

Postage 43 5 159 42 249 196 32 4 125 35

Rent 7,216 849 27,168 7,217 42,450 41,200 6,592 824 26,368 7,416

Utilities 1,896 223 7,135 1,895 11,149 11,386 1,822 228 7,287 2,049

Household 900 106 3388 900 5,294 506 81 10 324 91

Property maintenance 2 0 6 2 10 117 19 2 75 21

Equipment maintenance 822 97 3,094 822 4,835 1,390 222 28 890 250

Staff development 416 49 1,567 416 2,448 996 160 20 637 179

Food 222 26 836 222 1,306 711 114 14 455 128

Client supplies 336 40 1,267 336 1,979 1,692 270 34 1,083 305

Cable 189 22 708 188 1,107 1,033 165 21 661 186

Auto fuel 62 7 234 62 365 536 86 11 343 96

Auto maintenance 46 5 170 45 266 314 50 6 201 57

Auto insurance 313 37 1,180 313 1,843 2,989 478 60 1,913 538

Dues and subscriptions 22 3 83 22 130 280 45 6 179 50

Advertising 0 0 0 0 0 150 24 3 96 27

Property & Liability Insurance 439 52 1,655 440 2,586 3,553 568 71 2,274 640

D&O Insurance 349 41 1,313 349 2,052 2,110 338 42 1,350 380

Depreciation 1,081 127 4,068 1,081 6,357 5,475 875 110 3,504 986

Other expenses 0 0 0 0 0 0 0 0 0 0

Loan principal 0 0 0 0 0 0 0 0 0 0

Loan interest 34 4 126 33 197 226 35 5 145 41

Total Expenses $56,321 $6,628 $212,030 $56,320 $331,299 $300,439 $48,068 $6,011 192,281 $54,079

STATEMENT OF CASH FLOWS

Twelve

Months

Prior Year

Twelve Months

Cash received from grants and contributions 100,125 92,838

Cash received from contracts 223,630 171,600

Cash received from program fees 9,461 6,460

Cash received from investments 330 219

Other cash payments 3,615 2,776

Payments to employees (237,640) (216,888)

Payments for goods and services (88,635) (71,375)

Net cash from current activities 10,886 (14,370)

Cash flows from capital investing activities:

Principal payments (1,485) (1,455)

Cash payments for furniture & equipment (2,940) 0

Net cash from capital investing activities (4,425) (1,455)

Net change in cash 6,461 (15,825)

Beginning cash 30,970 46,795

Ending cash $37,431 $30,970

Change in net assets (863) 3,746

Depreciation 6,357 5,475

Change in assets and liabilities:

(Increase) decrease in receivables 13,560 (30,970)

(Increase) decrease in prepaid expenses (160) 2,602

Increase (decrease) in payables (1,173) (1,713)

Increase (decrease) in deferred revenues (6835) 6,490

Net cash from current activities $10,886 ($14,370)See accompanying accountant's report

FOR THE TWELVE MONTHS ENDED JUNE 30, 2016 and 2015

Reconciliation of change in net assets to net cash used by operations:

Cash flows from current activities:

FOR THE TWELVE MONTHS ENDED JUNE 30, 2016 and 2015

Current Year Prior Year


Documents

TRANSITION HOUSE INC Website pdfs/TH Annual Report FY'16.pdf · Transition House, Inc., FY'16 Impact Report . Our research indicates that clients who participate in Transition House