Civic Intelligence

Nami of Montgomery County Ohio

990EZ • Fiscal year 2018 • EIN 31-1202912

Jan 01, 2018 to Dec 31, 2018 • Filed on May 24, 2019

409 East Monument Ave Suite 102Dayton, OH 45402

(937) 299-3667

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

94th percentile

$55,848

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 50.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

2.6%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$15,559

Down $5,390 (-26%) from 2017

Net Assets

Down

$15,559

Down $5,390 (-26%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$110,292

Up $2,788 (+2.6%) from 2017

Expenses

Up

$115,682

Up $22,634 (+24%) from 2017

Net Income

Down

-$5,390

Down $19,846 (-137%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $64,496Net Assets 2014: $64,4962014Assets 2015: $18,709Liabilities 2015: $0Net Assets 2015: $18,7092015Assets 2016: $6,493Liabilities 2016: $0Net Assets 2016: $6,4932016Assets 2017: $20,949Net Assets 2017: $20,9492017Assets 2018: $15,559Net Assets 2018: $15,5592018Assets 2019: $26,797Net Assets 2019: $26,7972019Assets 2020: $63,724Liabilities 2020: $6,729Net Assets 2020: $56,9952020Assets 2021: $57,181Liabilities 2021: $987Net Assets 2021: $56,1942021Assets 2023: $83,057Liabilities 2023: $21,257Net Assets 2023: $61,8002023Assets 2024: $125,504Liabilities 2024: $22,870Net Assets 2024: $102,6342024

Highlighted filing

2018

Assets$15,559
Liabilities-
Net Assets$15,559

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $78,764Expenses 2014: $88,094Net Income 2014: -$9,3302014Revenue 2015: $71,420Expenses 2015: $117,207Net Income 2015: -$45,7872015Revenue 2016: $83,983Expenses 2016: $96,199Net Income 2016: -$12,2162016Revenue 2017: $107,504Expenses 2017: $93,048Net Income 2017: $14,4562017Revenue 2018: $110,292Expenses 2018: $115,682Net Income 2018: -$5,3902018Revenue 2019: $141,891Expenses 2019: $130,653Net Income 2019: $11,2382019Revenue 2020: $148,818Expenses 2020: $118,620Net Income 2020: $30,1982020Revenue 2021: $109,179Expenses 2021: $109,980Net Income 2021: -$8012021Revenue 2023: $207,499Expenses 2023: $188,126Net Income 2023: $19,3732023Revenue 2024: $263,840Expenses 2024: $223,006Net Income 2024: $40,8342024

Highlighted filing

2018

Revenue$110,292
Expenses$115,682
Net Income-$5,390
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 24, 2019
Return Version
2018v3.1
Gross Receipts
$110,292
Mission and Program Overview

Mission

The national alliance on mental illness (nami) is the nation's largest grassroots mental health organization, established in 1979 for mental health clients and their families as a self-help organization dedicated to providing support, education and advocacy to anyone affected by persistent biologically based brain disorders or mental illnesses. Nami-montgomery county is a chapter of nami ohio joining around 60 other state affiliates. The state coalition represents an important link in efforts to improve the quality of life for those with mental illness by implementing and integrating services and policies determined at the national level

Program Services

DescriptionGrantsExpenses
NAMI OF MONTGOMERY COUNTY OHIO IS DEDICATED TO IMPROVING THE LIVES OF FAMILY MEMBERS, FRIENDS AND PERSONS WITH MENTAL ILLNESS THROUGH EDUCATION, OUTREACH, REFERRAL SUPPORT AND ADVOCACY-$115,682
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA STAGLESExecutive DiFT$55,848-$55,848
CATHERINE MORRISPresident-$0--
LEE DUNHAMSecretary-$0--
BRANFORD BROWNBoard Member-$0--
ROGER REEBBoard Member-$0--
RON VALERINBoard Member-$0--
LINDA TROUTMANBoard Member-$0--
PATTY TACKETTBoard Member-$0--
VICTOR KNAPPBoard Member-$0--
CASSANDRA HARTMANBoard Member-$0--
JOHN KELLERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Nami Montgomery County Ohio
EIN
31-1202912
Phone
9372993667
Address
409 EAST MONUMENT AVE SUITE 102, DAYTON, OH 45402

Signing Officer

Name
Catherine Morris
Title
President
Phone
9372993667
Signed
2019-05-24

Preparer

Firm
Manning & Associates Cpas LLC
Address
PO BOX 13449, DAYTON, OH 45413-0449
Preparer
John M Keller CPA
Phone
9378983167
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 2,669 office supplies 5,170 insurance exp 3,033 bank charges 161 clothing 198 furniture 84 meals and entertainment 835 membership 66 misc 1,377 other 1,782 parking 2 computer and internet 513 rent 910 nami walk in kind 8,000 total 24,800

Form 990-ez, Part II, Line 24

Certificate of deposit 4,591 4,618 total 4,591 4,618

Form 990-ez, Part III

The national alliance on mental illness (nami) is the nation's largest grassroots mental health organization, established in 1979 for mental health clients and their families as a self-help organization dedicated to providing support, education and advocacy to anyone affected by persistent biologically based brain disorders or mental illnesses. Nami-montgomery county is a chapter of nami ohio joining around 60 other state affiliates. The state coalition represents an important link in efforts to improve the quality of life for those with mental illness by implementing and integrating services and policies determined at the national level

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 2,669 OFFICE SUPPLIES 5,170 INSURANCE EXP 3,033 BANK CHARGES 161 CLOTHING 198 FURNITURE 84 MEALS AND ENTERTAINMENT 835 MEMBERSHIP 66 MISC 1,377 OTHER 1,782 PARKING 2 COMPUTER AND INTERNET 513 RENT 910 NAMI WALK IN KIND 8,000 TOTAL 24,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CERTIFICATE OF DEPOSIT 4,591 4,618 TOTAL 4,591 4,618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) IS THE NATION'S LARGEST GRASSROOTS MENTAL HEALTH ORGANIZATION, ESTABLISHED IN 1979 FOR MENTAL HEALTH CLIENTS AND THEIR FAMILIES AS A SELF-HELP ORGANIZATION DEDICATED TO PROVIDING SUPPORT, EDUCATION AND ADVOCACY TO ANYONE AFFECTED BY PERSISTENT BIOLOGICALLY BASED BRAIN DISORDERS OR MENTAL ILLNESSES. NAMI-MONTGOMERY COUNTY IS A CHAPTER OF NAMI OHIO JOINING AROUND 60 OTHER STATE AFFILIATES. THE STATE COALITION REPRESENTS AN IMPORTANT LINK IN EFFORTS TO IMPROVE THE QUALITY OF LIFE FOR THOSE WITH MENTAL ILLNESS BY IMPLEMENTING AND INTEGRATING SERVICES AND POLICIES DETERMINED AT THE NATIONAL LEVEL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09372993667
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ReturnHeader/Filer/EIN0311202912
ReturnHeader/Filer/PhoneNum09372993667
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-24T14:22:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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