Transition House Inc.
700 Asp
Ste 2
Norman OK 73069
Tax Exempt Status Public Supported Charity
Mission Statement The mission of our agency is improving our community by providing tools for sustaining mental wellness with skills development, supportive care, and advocacy. Our vision is changing lives by creating pathways for mental wellness.
Contact Information
Contact Name Bonnie Peruttzi
Contact email transitionhouse@coxinet.net
Address 700 Asp
Ste 2
Norman, OK 73069
Phone (405) 360-7926
Fax 405-360-2339
County Cleveland County
How to Give
Donate with Credit Card http://www.thouse.org
Other ways to donate, support or volunteer
  • Go to http://www.thouse.org/help%20TH.html and  http://www.thouse.org/funding.html for the various ways to support Transition House, Inc.
  • Donations to Transition House, Inc., can be made through the website by selecting the "Donate" or "Subscribe" buttons that appears on each page.
  • If you would like to make a donation by check, please mail to:  Transition House, Inc., 700 Asp, Ste. 2, Norman, OK  73069.
Financial Summary
 
 
Projected Revenue $329,000.00
Projected Expenses $329,000.00
History and Background
Year Founded 1982
IRS Ruling Year 1982
State Registration Expiration Feb 2017
Statements
Mission The mission of our agency is improving our community by providing tools for sustaining mental wellness with skills development, supportive care, and advocacy. Our vision is changing lives by creating pathways for mental wellness.
Background Transition House began providing services to adults with serious mental illness in April 1982.  In the beginning, the only program offered was a Transitional Living Program(TLP).  Through this program, clients could live in the TLP apartments while working on their individual goals that would help them transition to community living within a year.  On average, about 30-40 people were served annually.   By 1988, we realized that follow up support was essential to help clients continue their recovery process once they transitioned to community living.  To help address the issues related to isolation - a key factor that triggers relapse in mental illness - TH developed the Community Outreach Program (COP).  This program provides on-going support to clients for as long as they need it through structured activities and drop-in services.   In 1995, the Drop-In Center opened.  This is a safe place for clients to gather, do groups and activities, and simply be.    One of the biggests keys to this agency's development is growth is that services evolve based on client needs.  Until recently, TH had a low staff turnover rate which allows clients to feel a sense of consistency in the support and caring they receive from TH throughout their recovery process. Financial shortfalls have impacted staff retention.  Efforts are being made to restore staff consistency.
Impact

Two years ago, Transition House, TH, faced a significant funding deficit. ODMHSAS (Department of Mental Health and Substance Abuse Services) raised TH’s funding cap and the budget was balanced.  Since that time:

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

  • 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. A reminder that when adequate funding is provided, staff can focus their time and energy on training, service delivery and program development. 

  • 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%.

  • 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.

  • 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

 

TH FY’17 Goals:

  • Update TH policies & procedures

  • Complete & publish the TH book - “road to recovery”

  • Continue development of the professionalism and serenity of TH

  • Continue advances of TH clinical practices

  • Advance intentional practices related to staff self-care and recognition

  • Advance intentional practices to strengthen the TH team

  • Secure resources to ensure basic client needs are met

 

Needs
  • To continue the on-going success of Transition House, it is critical that the agency continue to expand and diversify its funding sources for all of its programs.
  • Additional resources are needed to increase staff salaries to a competitive rate.
  • Continued Board development is critical and key in this process.
CEO/Executive Director Statement In August of 1986, I became the Executive Director of Transition House.  I have watched this amazing organization develop and grow with the changing needs of the people served by TH.  I have also watched people's lives transform as a result of being a part of programs.  Skills training, referrals, networking, and supportive counseling are very important parts of TH, but even more important are the connections.  TH is successful because those associated with the agency recognize that humans are most successful when they are valued, supported and have their strengths recognized.  At TH, we connect as humans - recognzing that although our clients are challenged with mental illness and often addiction issues - they are still people capable of change and recovery.  Together, change happens - I have the great joy of witnessing hope and recovery every day at TH.   Bonnie L. Peruttzi, MHR Executive Director TH
Board Chair Statement

As the President of the Board of Transition House I have seen first hand how quality mental health care can positively impact those struggling with serious mental illness and the larger community.  The staff at Transition House are highly qualified and dedicated individuals that tirelessly support the needs of TH clients and our community.  The TH board and staff daily face the challenges of securing funding for services and the struggle against stigma with determination and perseverance.   I am very proud to be part of an organization that provides quality care and services to members of our community who are often underserved and overlooked.  

Melia Alderman, Price College of Business, University of Oklahoma
TH Board President 

 

Area Served
Area Served
Geographic Area Served
Norman
TH is based in Norman, OK.  Clients in the Transitional Living Program can be referred from other locations, but will live in Norman once in the Program.  Community Outreach Program clients primarily live in Norman, OK.
Service Categories
Secondary Organizational Category Human Services/Half-Way House (Short-Term Residential Care)
Tertiary Organizational Category Employment/Vocational Rehabilitation
Programs
Description


Transitional Living Program (TLP)


This program of supervised apartment living promotes:


•the development of daily living skills


•socialization and recreational skills


•pre-vocational and vocational skills


•provides support during challenging times


Go to www.thouse.org, then click on the Programs page. For more, visit TLP details & TLP Client Handbook and/or call 405-360-7926.


To apply to the TLP, complete the TLP application.


Program Highlights:


Clients Served: Annual average = 34 clients


Referrals:   Clients are screened by staff prior to acceptance into the Transitional Living Program (TLP). If you would like to make a referral, or be considered for this program, complete the “TLP Application” packet forms and submit your completed documents to TH’s Clinical Director.


Program Elements:


  • Individualized Recovery Plans, Routine and Crisis Related Staff Support, Referrals, Resources, and Advocacy.

  • Weekly Recovery Coordinator meetings provide educational opportunities and support in developing life skills, managing environment, and decision making, as well as provide assistance in understanding and managing mental illness and recovery.

  • Daily groups and activities provide opportunities for support and education.

  • Housing provides space for three clients to live in one of four apartments while in the program.


Strategy
Population Served People/Families with of People with Psychological Disabilities
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Transitional Living Program Highlights: In FY '03, the Transitional Living Program served 26 consumers Consumers are required to be screened prior to acceptance. For information: Go to our website at www.thouse.org, then click on Screening Call the Clinical Director at 360-7926 Consumers Receive: Individualized rehabilitation plans Weekly Case Worker meetings Targeted Treatment Daily groups and activities Housing - up to three consumers can live in one of four apartments while in the program Consumers Gain: Support from staff Support from a peer group of other consumers involved in the agency's programs and/or are graduates of the Transitional Living Program Increased awareness of community resources Improved understanding of their mental illness and associated medications Options for coping with their life and environment Effective decision making skills Support in a crisis situation that can reduce the risk of rehospitalization Support in obtaining needed assistance
Description


Community Outreach Program(COP)


This program provides:


  • on-going socialization/recreational opportunities

  • on-going support

  • crisis intervention for mental health clients

    Services are provided through two program components:


  • Structured Activities

  • Drop-In Services


This program was originally designed to provide follow-up and on-going support to mental health clients who had participated in the Transitional Living Program.
 

Program Highlights:

Clients Served: Annual average = 105 clients

Focus: Emphasis is on diverse opportunities for socialization and support to help reduce the problems of isolation commonly associated with mental illness relapse.

 

Program Elements:

  • Structured Activities: Activities are planned by Recovery Coordinators for socialization. Limited transportation is provided for clients attending groups and activities. The Music Wellness Program offers opportunities for drum circles and other forms of musical expression.
  • Drop-In Services: As schedules allow, staff meets with clients who call or stop by the office. No appointments are needed. Transition House, Inc., provides use of phones, fax, copier, pc, and other services free to clients. Clients may receive referrals, resources, and advocacy to help meet their ongoing needs.

  • New to the COP:  the TH Wellness Project.  The Project began in January 2015 in an effort to empower personal well-being, improve mental wellness and increase life joy.  Participants are invited to engage in interactive discussions, education, and activities that promote personal well-being while empowering coping skills and mental wellness.  Desired Outcomes include:
    • Increase awareness of and examine barriers to mental wellness
    • Develop tools for better life balance, well-being, mental wellness and life joy
    • Improve healthy connections
    • Prevention, early intervention, and reduction of symptoms of mental illness 
Strategy
Population Served People/Families with of People with Psychological Disabilities
Description The Drop-In Center provides space for Transition House, Inc.,  groups, activities and socialization. Located at 700 Asp, Suite 4 Available for use by clients week days from 9:00 am to 5:00 pm Transitional Living Program clients may use the Center after hours with appropriate approval The Center is used for groups, activities, and provides a safe place to be. Furnished with WiFi/TV/DVD, computer, bathroom, and other items that make it a comfortable space for clients.
Strategy
Population Served People/Families with of People with Psychological Disabilities
Comments on Programs
CEO/Executive Director/Board Comments

The work being done through the programs of Transition House is unique and powerful. Historically, people come to TH typically at extremely low points in their life as they are coming to terms with their desire to seek recovery from their serious mental illness. The opportunities provided through the Transitional Living and Community Outreach Programs give hope, opportunity and support for people moving from a place of hopelessness to a place of personal empowerment, wellness and joy. Through individualized recovery plans, weekly meetings that provide support, advocacy and accountability, daily groups that focus on essential life skills development, and fun activities that enhance connectedness and inspire a desire to advance wellness – clients find that recovery from mental illness is possible. Even more, clients have been able to improve their personal wellness, serenity and joy.

After facing and overcoming financial challenges, TH turned the lessons learned into opportunities for development. Empowered and inspired by the lessons learned in working with clients combined with information from Dr. Brene Brown and others, TH realized that we could expand services to reach out to community members and university students to provide opportunities for improved wellness, life balance and prevention through a new pilot project – the TH Wellness Project. Still in its very early stages of development, TH has partnered with an OU professor from the Human Relations Department to offer a series of interactive discussions – one series for students, the other for community members. Through a special opportunity, students can get class credit for participating in the Wellness Project for a full semester. The Project vision is to empower personal well-being, improve mental wellness and increase life joy.  Participants are invited to engage in interactive discussions, education, and activities that promote personal well-being while empowering coping skills and mental wellness.  Other new initiatives inspired by our wellness classes include the Gifts of Hope Project and Transitionisms. Recognizing that joy is connected with gratitude, TH has invited clients to explore their creativity as a tool in their healing – and share gifts that are created through this process with people who support their recovery. Transitionisms are a collection of thoughts, affirmations and words of hope from the People of TH. These are shared through the TH website and social media in an effort to expand the reach of helping those seeking improved life joy and wellness.

 

 

 

 

CEO/Executive Director
CEO/Executive Director Bonnie Peruttzi, MHR
Start Date Aug 1986
Email transitionhouse@coxinet.net
Experience Bonnie has been Executive Director of Transition House since 1986.  She has a Bachelors degree in Psychology from SUNY Potsdam and  Masters in Human Relations from OU. 8 years previous work experience in the helping profession working with people assisting with smoking cessation and weight control and provided supportive counseling at a women's clinic.
Senior Staff
NameTitle
Ilene DicksionBusiness Manager
Mary Hopkins, BSW, MHRClinical Director
Staff
Number of Full-time Staff 5
Number of Part-time Staff 0
Number of Contract Staff 0
Number of Volunteers 3
Staff Retention Rate 100
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Ethnicity
Caucasian 4
Native American/American Indian 1
Staff Demographics - Gender
Male 1
Female 4
Organizational Plans
Fundraising Plan Under Development
Policy against commission-based compensation for fundraising consultant No
Communication Plan No
Strategic Plan Yes
Number of Years Strategic Plan Considers N/A
Management Succession Plan Under Development
Organization Policies and Procedures Under Development
Collaborations
  • Transition House is a contract agency of the Oklahoma Department of Mental Health and Substance Abuse Services.  As such, we are under their Standards and Criteria for services, provide them with monthly and annual reports, and have an annual site visit.
  • Transition House is funded by United Way of Norman and provides semi-annual reports indicated outcomes and financial status of the agency as it relates to the UW funding.
  • Transition House works closely with Central Oklahoma Community Mental Health Center and Griffin Memorial Hospital as it relates to additionally needed clinical services such as provision of psychiatric medications; Therapy; in-patient treatment, etc.
  • Transition House collaborates with a variety of other local service providers to assist clients in their recovery process - including but not limited to:  Variety Care, Food and Shelter, Thunderbird Clubhouse, Salvation Army, DHS, Community Action, Norman Housing Authority, plus others as appropriate and needed.
  • Transition House works with local faith based groups to secure additionally needed assistance for clients for food, clothing, medication cost assistance, etc.
  • Transition House is involved in the Cleveland County Health Improvement Plan Mental Health Task Force
Affiliations
AffiliationYear
United Way of Norman1986
Awards
Awards
Award/RecognitionOrganizationYear
Citizen of the YearNational Association of Social Workers2005
Risk Management Provisions
Commercial Auto
Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional
Directors and Officers Policy
Medical Health Insurance
Professional Liability
Special Event Liability
Workers Compensation and Employers' Liability
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Comments on Staff & Management
CEO/Executive Director/Board Comments
  • Transition House has been working to update the agency's policies and procedures.  Work has been completed on the Clinical Policies and Procedures and has been approved by the Board of Directors in July 2014.  Personnel Policies and Procedures have been updated and approved by the Board of Directors.  Work is continuing to complete the remaining Administrative Policies and Procedures that require updates.  We continue to work to complete these documents and have been making good progress.
  • Historically, Staff retention has not been an issue however with funding challenges, it is becoming increasingly challenging to maintain qualified staff in the Recovery Coordinator positions.  The plan is to continue to develop funding alternatives to support salary adjustments. 
     
Board Chair
Name Melia Alderman
Company Affiliation Price College of Business, University of Oklahoma
Term July 2016 to July 2017
Email melia@ou.edu
Board of Directors
List Current as of Oct 27, 2016
Board of Directors List
NameAffiliationStatus
Melia Alderman University of OklahomaVoting
J P Audas University of OklahomaVoting
Erica Bird Trustmark TitleVoting
Ron House RetiredVoting
Velma House RetiredVoting
Chief of Police Keith Humphrey Norman Police DepartmentVoting
Nicole Huneke First Bank & TrustVoting
Mary Lee No AffiliationVoting
John Richardson BOLD-MultimediaVoting
Angie Wright The University of OklahomaVoting
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 8
Board Demographics - Gender
Male 4
Female 6
Governance
Board Term Lengths 3 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 45 %
Board Orientation Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? Under Development
Standing Committees
Executive
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Marketing
Comments on Board & Governance
CEO/Executive Director/Board Comments Transition House’s Board development is making excellent progress. Challenges in 2012 set the Board development back, however lessons learned from the challenges has helped to advance Board development. Since that time, progress includes the development of a Board Agreement and an expanded commitment to the agency’s fund raising process. Board has assisted with the development of Personnel Policies and Procedures, Bylaws updates and is reviewing Clinical Policies and Procedures.  Leadership is working on developing a Board that is more engaged and active. Through this process, leadership is beginning to take a stronger position that holds Board members accountable to their Board Agreement. As a result, Board size has dropped as some have been asked to move off the Board. Current Board recruitment and development focuses on providing expectations to prospects prior to being voted onto the Board. The process of Committee development is taking longer since the Board size is smaller.
Current Fiscal Year
Fiscal Year July 01, 2016-June 30, 2017
Current Year Budgeted Total Income $329,000
Current Year Budgeted Total Expenses $329,000
Financial Documents
Audit2016
Audit2015
Audit2014
Audit2013
Audit2012
Audit2011
IRS Letter of Determination
Prior Three Years' Financial History
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Contributions------
Foundation and
Corporation Contributions
$20,835$12,210$18,155
Government Contributions$215,270$198,220$180,981
Federal$0----
State$215,270$198,220$169,762
Local$0--$11,219
Unspecified$0----
Individual Contributions$1,300$10,153$1,605
$49,000$46,000$66,000
$9,461$6,460$6,131
Investment Income, Net of Losses$330$218$375
Unrealized Gain/Loss$0----
Membership Dues$9,071$8,391$5,604
Special Events$21,550$19,756$14,129
Revenue In-Kind$0--$22,650
Other$3,615$2,776$3,666
Expense Allocation
Fiscal Year201620152014
Program Expense$269,810$247,491$259,871
Administration Expense$56,627$51,943$60,958
Fundraising Expense$6,662$6,122--
Payments to Affiliates------
Total Revenue/Total Expenses0.991.001.00
Program Expense/Total Expenses81%81%81%
Fundraising Expense/Contributed Revenue2%2%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$77,988$96,350$86,918
Current Assets$61,011$70,416$55,260
Long-Term Liabilities$7,421$8,914$10,399
Current Liabilities$8,572$24,026$11,737
Total Net Assets$61,995$63,410$64,782
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities7.122.934.71
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets10%9%12%
Funding Sources
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountGovt-State $215,270Govt - State $198,220Govt - State $169,762
Second Highest Funding Source & Dollar AmountIndirect Public Support $49,000Indirect Public Support $46,000Indirect Public Support $66,000
Third Highest Funding Source & Dollar AmountSpecial Events $21,550Special Events $19,756Revenue in Kind $22,650
Endowment? No
Credit Line? No
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Comments on Financials
CEO/Executive Director/Board Comments Transition House's Board of Directors is continuing to develop strategies for improved resource development.  TH's Board investment in this effort is improving and efforts continue to grow.
Foundation Staff Comments
All prior year financial information is from audited financial statements. 
 
Note: Organization had a prior period adjustment of $1,251.  We did not go back and restate 2015 financials.
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
 
Address 700 Asp
Ste 2
Norman, OK 73069
Primary Phone 405 360-7926
Give with Credit Card http://www.thouse.org
CEO/Executive Director Bonnie Peruttzi, MHR
Board Chair Melia Alderman
Board Chair Company Affiliation Price College of Business, University of Oklahoma

 

Related Information

United Way of Norman

United Way of Norman unites and strengthens our community by empowering each person to change lives.