Bonita House Inc
Nonprofit profile at a glance
- EIN
- 941735133
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Berkeley, CA, USA
- Phone
- 5108997445
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $13,676,596
- Expenses
- $13,923,166
- Assets
- $7,212,200
- Liabilities
- $4,549,095
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- MICHAEL PENNER (PRESIDENT (THRU 6/25))
- LAURA WEISSBERGER (EXECUTIVE DIRECTOR)
Highest reported compensation
- LAURA WEISSBERGER (EXECUTIVE DIRECTOR): $214,542 total reported compensation
- JEFF BEAL (CATT CLINICAL PROGRAM MANAGER): $175,407 total reported compensation
- SUSAN ALEXMAN (DIRECTOR OF SOCIAL SERVICES): $146,162 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To empower people living with mental health and co-occurring substance use challenges to achieve recovery, self-sufficiency, and deeply connected, meaningful lives within their communities.we do this by: delivering culturally responsive and high-quality care when and where it is needed, regardless of a person's background or circumstances. Viewing mental illness and substance use disorders with the same level of understanding as other physical health conditions. Offering a continuum of support that is strengths/evidence-based, client-centered, recovery-focused and trauma-informed. Providing clinical services that address the vital conditions that impact health, such as housing, employment, and transportation. Creating a wonderful organizational culture focused on employee value, continuous learning, and staff well-being.
What it reported doing in 2024
Supported independent living this outpatient mental health program offers accessible, community-based mental health and substance use treatment for adults in alameda county, including psychosocial rehabilitation, medication management, and case-management tailored to each individual's goals and needs. Our outpatient team specializes in treating co-occurring disorders, recognizing that mental health and substance use challenges are often deeply interconnected and best addressed together. Services are delivered through a harm-reduction, recovery-oriented lens by a diverse team that reflects the communities we serve. Whether a client is taking their first step toward treatment or continuing a long journey of recovery, we meet them with respect, consistency, and the full range of clinical support needed to build a stable and fulfilling life. In fy24-25, we served 156 patients through our outpatient treatment programs. Permanent supporting housing program provides long-term permanent housing to up to 33 low-income adults who are homeless, or at risk of homelessness, and living with serious mental health challenges. Services are designed to help clients experience independent, healthy, and satisfying lives in the communities of their choice.the calworks (California work opportunity and responsibility to kids) phoenix skills program serves individuals whose mental health or substance use challenges have made finding and keeping work feel out of reach, the calworks phoenix skills program offers a different path. In partnership with alameda county's calworks program, bonita house integrates evidence-based behavioral health services, including strengths-based case management, individual placement and support (ips) employment services, and skills training, with hands-on vocational support to help participants secure and sustain meaningful employment. We don't treat work and wellness as separate goals. By addressing behavioral health barriers and building vocational skills together, we help clients move toward financial stability, independence, and long-term well-being. In fy20242025, bonita house served 56 clients and exceeded our job placement targets by 42%, placing 31 clients in full-time w-2 positions.the bridges to recovery in-home outreach team (ihot) program serves individuals living with serious mental illness who have fallen through the cracks of the traditional behavioral health system, bonita house's ihot meets people where they are. Using trauma-informed and culturally responsive strategies, our outreach specialists go directly into the community to engage adults who are clinically eligible for mental health and substance use treatment but are not currently receiving services. Through persistent, relationship-based outreach, warm handoffs to ongoing care providers, and structured follow-up, ihot bridges the gap from first contact to sustained recovery. Since 2016, we have connected more than 1,500 individuals to the services they need outreaching 100% of new referrals within 48 hours and attempting to link every eligible client to an initial service within 90 days. In fy24-25, we served 112 ihot clients.
Operating model
- Revenue model
- Earned-program. 77% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 79
- Accountability: 100
- Sustainability: 21
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.6%; rating input score 88
- Program expense ratio: 86%; rating input score 86
- Fundraising efficiency: $137.47 raised per $1 spent on fundraising; rating input score 88; 88th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -1.8%; rating input score 24; 24th percentile among comparable filings
- Total-asset coverage ratio: 0.52; rating input score 16; 16th percentile among comparable filings
- Liabilities to assets ratio: 0.63; rating input score 21; 21st percentile among comparable filings
- Officer compensation ratio: 9.3%; rating input score 23; 23rd percentile among comparable filings
Growth
- Program expense growth: 6.9% per year; rating input score 100; 55th percentile among comparable filings
- Revenue growth: 5.6% per year; rating input score 100; 49th percentile among comparable filings
- Asset growth: 1.5% per year; rating input score 100; 16th percentile among comparable filings
Details
- Where the money goes: 87.6% of revenue deployed · 86% of spending went to programs
- Governance: 4 of 4 board members independent · 9 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $12M in reported program spending
- Leadership: top reported pay $215K · 18 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 4 contractors listed · $497K reported
- Consistency: 34 of 34 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 9 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 24/100.
- High — Sustainability: Total-asset coverage ratio scored 16/100.
- High — Sustainability: Liabilities to assets ratio scored 21/100.
- High — Sustainability: Officer compensation ratio scored 23/100.