Transition House FY2020 filing

Santa Barbara, CA · Public charity (501(c)(3)) · Since 1986 · Housing

✓ Tax-deductible Latest data FY2020
Revenue
$3.3M
Spent
$3.4M
To programs
86%
Net assets
$4.8M
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Form 990 for the fiscal year ending December 2020 (IRS tax year 2020).

Figures match the IRS filing checked 8/17/26 · see original: IRS

Status and standing

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Foundation funders?
7 funders, incl. Santa Barbara Foundation
$366K in the latest grant year.
Spent on programs?
86% to programs
Form 990 Part IX, latest filing.
Size and trend
$1–10M
Legal name (IRS)Hdr · item CTransition House
EINHdr · item D77-0099755
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFApr 1986
Year of formationHdr · item L1986
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CSanta Barbara, CA
NTEE classificationIRS BMFHousing (L410)
WebsiteHdr · item Jwww.transitionhouse.com

Where the money goes

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.86 Management & general $0.08 Fundraising $0.06
Program services86%$2.9M
Management & general8%$259K
Fundraising6%$218K
Total functional expensesLn 25$3.4M

Financial health

Revenue & expenses by yearFY2020–FY2024
Revenue
$3.3M
FY2020
Expenses
$3.4M
FY2020
Program efficiency
86%
of spending reaches programs
Operating runway
10.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
-4%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$11.5M
FY2020
Total liabilities
$6.7M
FY2020
Revenue less expensesPt I · Ln 19−$124K
Total assetsPt X · Ln 16$11.5M
Program-expense ratioPt IX · col B86%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 415

Balance Sheet

Part X · end of year
CashLn 1$756K
Total assetsLn 16$11.5M
Total liabilitiesLn 26$6.7M
Total net assetsLn 32$4.8M
Months of cash on handcomputed2.7

Statement of Revenue

Part VIII
Contributions & grants$2.8M · 86%
Other revenue$284K · 9%
Program service revenue$145K · 4%
Investment income$35K · 1%
Contributions & grants86%$2.8M
Other revenue9%$284K
Program service revenue4%$145K
Investment income1%$35K
— government grantsLn 1e$944K
Total revenueLn 12$3.3M

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.7M · Operating expenses (Pt IX) $3.4M · Less non-cash grants $117K · Cash operating expenses/yr $3.3M
10.0 months
Where the money goes
Program services
Program services $2.9M · Total expenses $3.4M
86%
Management & General
Management & general $259K · Total expenses $3.4M
8%
Fundraising
Fundraising $218K · Total expenses $3.4M
6%
Cost to raise $1
Fundraising expense $218K · Solicited contributions $1.8M
$0.12 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $2.8M · Total revenue $3.3M
86%
Government reliance
Government grants $944K · Total revenue $3.3M
29%
Earned-income share
Program service revenue $145K · Total revenue $3.3M
4%
Investment reliance
Investment income $35K · Total revenue $3.3M
+1%
Program self-sufficiency
Program service revenue $145K · Total expenses $3.4M
4%
Growth & trend
Revenue growth (YoY)
This year $3.3M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $4.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $3.3M · Expenses $3.4M
-4%
Liabilities-to-Assets
Total liabilities — · Total assets $11.5M
—
Net-asset ratio
Net assets $4.8M · Total assets $11.5M
42%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $2.0M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $11.5M
17%
People & payroll
Highest Reported Total Compensation
Individual Kathleen Baushke · Reported title Executive Director · Highest reported compensation $143K · Total expenses $3.4M
4%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $1.7M · Total expenses $3.4M
50%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 86%——
Overhead ratio 8%——
Fundraising cost ratio 8%——
Investment management fee ratio 0%——
Legal fee ratio 0%——
Accounting fee ratio 0.9%——
Fundraising fee ratio 0%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$142,621Pt VII · Sec A
Finance Director
$99,606Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Kathleen Baushke’s $172K as Executive Director is at the 79th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kathleen Baushke$171,983$164,523$157,980$157,913$142,621
Natalie Owens$119,495$119,646$126,083$107,822$99,606
Debbie Michael$119,455$103,979$111,165$104,242—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Transition House executive salaries →

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Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a15
Independent voting membersPt VI · Ln 1b15
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Mission and programs

Helps homeless families with children achieve self-sufficiency and dignity through housing and life tools.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

3 program services account for $2.9M of program spending, described in the organization's own filed words · FY2020.
01

Family Homeless Shelter and Housing ProgramsTransition House Family Homeless Shelter is Santa Barbara's only comprehensive shelter and anti-poverty program that exclusively serves families with children.

$2.3Mprogram expense
02

Programs for Homeless ChildrenBecause of disadvantages homeless children face, they are three-to-four times more likely to become homeless as adults than their housed peers. Transition House has crafted a variety of children's programs aimed to intervene in the cycle of family homelessness.

$457Kprogram expense
03

Homelessness Prevention Program

The Family Support Center Transition House offers anti-poverty services, emergency rental assistance and case management to local families that are at risk of losing their housing. The Family Support Center offers free classes in English as a Second Language, beginning computer skills, career development, parenting, life skills, and…

$114Kprogram expense

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Funders

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 7 funders →

Filing history

YearRevenueExpensesChangeFiling
FY2024 Latest $7.4M$4.6M+9% 990 PDF
FY2023 $6.8M$4.2M+54% 990 PDF
FY2022 $4.4M$4.0M-0.9% 990 PDF
FY2021 $4.4M$3.4M+36% 990 PDF
FY2020 Viewing $3.3M$3.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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