Civic Intelligence

Nami Ohio

990 • Fiscal year 2018 • EIN 31-1073968

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

1225 Dublin Rd 125Columbus, OH 43215

(614) 224-2700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.10x

Higher debt load relative to assets than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.07x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$80,992

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

24th percentile

-4.9%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,556,929

Down $79,567 (-4.9%) from 2017

Net Assets

Up

$1,407,568

Up $55,130 (+4.1%) from 2017

Liabilities

Down

$149,361

Down $134,697 (-47%) from 2017

Revenue

Up

$2,070,455

Up $168,834 (+8.9%) from 2017

Expenses

Up

$2,015,325

Up $138,282 (+7.4%) from 2017

Net Income

Up

$55,130

Up $30,552 (+124%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,093,283Liabilities 2010: $139,959Net Assets 2010: $953,3242010Assets 2012: $1,242,548Liabilities 2012: $184,305Net Assets 2012: $1,058,2432012Assets 2013: $1,271,764Liabilities 2013: $152,526Net Assets 2013: $1,119,2382013Assets 2014: $1,269,409Liabilities 2014: $85,253Net Assets 2014: $1,184,1562014Assets 2015: $1,332,080Liabilities 2015: $95,770Net Assets 2015: $1,236,3102015Assets 2016: $1,444,018Liabilities 2016: $119,332Net Assets 2016: $1,324,6862016Assets 2017: $1,636,496Liabilities 2017: $284,058Net Assets 2017: $1,352,4382017Assets 2018: $1,556,929Liabilities 2018: $149,361Net Assets 2018: $1,407,5682018Assets 2019: $1,872,203Liabilities 2019: $305,918Net Assets 2019: $1,566,2852019Assets 2020: $2,355,778Liabilities 2020: $590,858Net Assets 2020: $1,764,9202020Assets 2021: $2,775,577Liabilities 2021: $629,004Net Assets 2021: $2,146,5732021Assets 2022: $2,813,025Liabilities 2022: $583,720Net Assets 2022: $2,229,3052022Assets 2023: $3,243,765Liabilities 2023: $861,011Net Assets 2023: $2,382,7542023Assets 2024: $3,100,000Liabilities 2024: $850,000Net Assets 2024: $2,250,0002024

Highlighted filing

2018

Assets$1,556,929
Liabilities$149,361
Net Assets$1,407,568

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,815,3272010Expenses 2012: $1,807,6532012Expenses 2013: $1,443,5022013Revenue 2014: $1,508,539Expenses 2014: $1,460,279Net Income 2014: $48,2602014Revenue 2015: $1,665,949Expenses 2015: $1,611,366Net Income 2015: $54,5832015Revenue 2016: $1,773,920Expenses 2016: $1,695,308Net Income 2016: $78,6122016Revenue 2017: $1,901,621Expenses 2017: $1,877,043Net Income 2017: $24,5782017Revenue 2018: $2,070,455Expenses 2018: $2,015,325Net Income 2018: $55,1302018Revenue 2019: $2,061,681Expenses 2019: $1,902,964Net Income 2019: $158,7172019Revenue 2020: $1,961,257Expenses 2020: $1,831,319Net Income 2020: $129,9382020Revenue 2021: $2,864,792Expenses 2021: $2,612,439Net Income 2021: $252,3532021Revenue 2022: $3,004,656Expenses 2022: $2,793,365Net Income 2022: $211,2912022Revenue 2023: $3,512,522Expenses 2023: $3,353,978Net Income 2023: $158,5442023Revenue 2024: $3,480,000Expenses 2024: $3,605,926Net Income 2024: -$125,9262024

Highlighted filing

2018

Revenue$2,070,455
Expenses$2,015,325
Net Income$55,130
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$2,070,455
Mission and Program Overview

Mission

The agency provides mutual support, education, and adovacacy to improve the quality of life, ensure dignity and respect for persons with serious brain disorders, and to support their families through their work of its members and nearly 60 local affiliates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$972,365$1,015,297▲ $42,932
Investments in Publicly Traded Securities$461,097$433,039▼ $28,058
Accounts Receivable$177,194$93,341▼ $83,853
Land, Buildings, and Equipment, Net$15,280$5,692▼ $9,588
Prepaid Expenses and Deferred Charges$4,010$3,010▼ $1,000
Total Assets$1,636,496$1,556,929▼ $79,567
Other Assets Total$6,550$6,550→ $0
Liabilities
Accounts Payable and Accrued Expenses$94,438$82,142▼ $12,296
Deferred Revenue$189,620$67,219▼ $122,401
Total Liabilities$284,058$149,361▼ $134,697
Net Assets / Fund Balance
Unrestricted Net Assets$1,351,438$1,406,568▲ $55,130
Permanently Rstr Net Assets$1,000$1,000→ $0
Total Net Assets Fund Balance$1,352,438$1,407,568▲ $55,130
Total Liabilities and Net Assets / Fund Balance$1,636,496$1,556,929▼ $79,567

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,692$101,968$107,660
Leasehold Improvements-$7,270$7,270

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$438,447-▲ $22,650-$461,097
2015$446,853-▼ $8,406-$438,447
2014$445,474-▲ $24,609-$446,853
2013$423,576-▲ $23,516-$445,474
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Terry RussellExecutive DiFT$80,992$80,992
Revenue and Support

Revenue Composition

Contributions and Grants
$1,978,986
Program Service Revenue
$66,305
Investment Income
$25,164
Other Revenue
$0
All Other Contributions
$144,799
Change in Net Assets
$55,130

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,070,455
Total Revenue per Audited Statements
$2,070,455
Total Revenue per Form 990
$2,070,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,336,484
Salaries, Compensation, and Employee Benefits$678,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$477,132$20,416-$497,548
All Other Expenses$210,654$49,670-$260,324
Conferences and Meetings$160,183$35,569-$195,752
Other Expenses$100,000$7,261-$100,000
Office Expenses$60,416$27,131-$87,547
Current Officers, Directors, Trustees, and Key Employees$80,992--$80,992
Travel$63,329$16,978-$80,307
Occupancy$62,052$10,295-$72,347
Payroll Taxes$44,099$1,613-$45,712
Other Employee Benefits$36,372$1,330-$37,702
Pension Plan Contributions$16,291$596-$16,887
Fees for Services Other$9,670$2,060-$11,730
Depreciation Depletion-$9,589-$9,589
Insurance$3,999$1,402-$5,401
Total Functional Expenses$1,831,415$183,910$0$2,015,325

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,015,325
Total Expenses per Audited Statements$2,015,325
Total Expenses per Form 990$2,015,325
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization containes both voting and non-voting members. Voting members are members of the public who are family, consumers, or friends of a person with a mental illness who accept the mission of the organization and pay annual dues. The voting members are grouped into local affiliate groups for voting purposes. Non voting members (associates) are entitled to all the rights of the voting members except for the right to vote and hold office.

Form 990, Page 6, Part VI, Line 7A

Voting members of the organization are entitled to nominate and elect members of the board of trustees. The election of trustees occurs at the annual meeting from a listing of candidates compiled by a nominating committee, consisting of voting members.

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by a public accounting firm. The 990 is then reviewed by the director of operations. Once reviewed, it is then distributed to all members of the board for their approval prior to filing.

Form 990, Page 6, Part VI, Line 12C

The executive director working in concert with the board of trustees, monitors and enforces the conflict of interest policy. Members are required to disclose conflicts as defined in the policy at the earliest possible moment or, at the latest, during discussion of any proposal so affected. Conflicts are recorded in the minutes of the meeting in which they are disclosed.

Form 990, Page 6, Part VI, Line 15A

Compensation is set by the board of trustees based on their review of comparable salaries at similar organizations and market factors. Compensation decisions and deliberations are documented by the organization.

Form 990, Page 6, Part VI, Line 15B

Compensation is set by the board of trustees based on their review of comparable salaries at similar organizations and market factors. Compensation decisions and deliberations are documented by the organization.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy, and financial statements of the organization are not made available to the public. Form 990 is the primary form of disclosure for the organization.

Filing and Contact Details

Filer

Filer Name
Nami Ohio
EIN
31-1073968
Phone
6142242700
Address
1225 DUBLIN RD 125, COLUMBUS, OH 43215

Signing Officer

Name
Terry Russell
Title
Executive Director
Phone
6142242700
Signed
2019-05-14

Organization Details

Principal Officer
Terry Russell
Formed
1983
Legal Domicile
Oh
Voting Board Members
30
Independent Board Members
30
Employees
12
Volunteers
100

Preparer

Firm
Hhh CPA Group LLC
Address
1250 OLD HENDERSON RD, COLUMBUS, OH 43220-3606
Preparer
Brian Schneider
Phone
6144514644
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The agency provides mutual support, education, and adovacacy to improve the quality of life, ensure dignity and respect for persons with serious brain disorders, and to support their families through their work of its members and nearly 60 local affiliates.

Form 990, Page 2, Part III, Line 4A

Responsibilities. Currently, nami oversees 10 regional advocates and 197 parent advocates.

Form 990, Page 2, Part III, Line 4D

Nami ohio also provides a variety of other programs to promote their mission of education, advocacy, and support for mentally ill persons and family members.

Form 990, Part IX, Line 24E

Ag - cit training 63,000 0 0 stepping up 39,276 0 0 miscellaneous 0 19,807 0 family to family expense 16,818 0 0 news briefs 7,769 7,769 0 connections training 13,692 0 0 management fees 12,000 0 0 equipment 5,685 6,041 0 telephone 7,608 3,862 0 model b affiliate 10,653 0 0 peer to peer 9,382 0 0 postage 6,102 1,689 0 support group training 6,877 0 0 basics 4,884 0 0 education/support 0 3,424 0 utilities 1,500 1,500 0 ets;pta;kidshop 2,901 0 0 rv expense 0 2,330 0 bank service charges 0 2,245 0 vet to vet 1,604 0 0 membership dues 0 1,003 0 ioov 903 0 0 total 210,654 49,670 0

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IRS990/Desc0PAC - NAMI IS THE STATE'S COORDINATOR FOR THE PARENT ADVOCACY CONNECTION (PAC), A STATEWIDE ADVOCACY PROGRAM DEVELOPED IN CONCERT WITH THREE OTHER ADVOCACY ORGANIZATIONS WITH THE PURPOSE OF PROVIDING INDIVIDUAL ADVOCACY TO FAMILIES SERVED BY THE PUBLIC MENTAL HEALTH SYSTEM. PAC IS A CRITICAL COMPONENT OF THE ACCESS TO BETTER CARE INITIATIVE WHICH IS DESIGNED TO MEET THE BEHAVIORAL HEALTH NEEDS OF THE CHILDREN IN OHIO WHO ARE AT RISK FOR OUT OF HOME PLACEMENT OR WHOSE PARENTS MIGHT OTHERWISE HAVE TO RELINQUISH CUSTODY OF THEIR CHILDREN IN ORDER TO QUALIFY FOR INTENSIVE TREATMENT SERVICES. AS THE PROJECT COORDINATOR, NAMI'S RESPONSIBILITIES INCLUDE RECRUITING AND SCREENING APPLICATIONS OF POTENTIAL ADVOCATES, PROVIDING EXTENSIVE TRAINING TO PARENT ADVOCATES, AND OVERSEEING ALL FISCAL RESPONSIBILITIES. CURRENTLY, NAMI OVERSEES 10 REGIONAL ADVOCATES AND 197 PARENT ADVOCATES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt151ST VICE PRE
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IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
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IRS990/PrincipalOfficerNm0TERRY RUSSELL
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.10$0.85$2.25$3.48$3.61$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.86$2.38$3.51$3.35$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.58$2.23$3.00$2.79$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.63$2.15$2.86$2.61$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.59$1.76$1.96$1.83$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.31$1.57$2.06$1.90$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.15$1.41$2.07$2.02$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.28$1.35$1.90$1.88$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.12$1.32$1.77$1.70$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.10$1.24$1.67$1.61$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.09$1.18$1.51$1.46$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.15$1.12$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.18$1.06$1.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.14$0.95$1.82