Civic Intelligence

Nami Central Virginia

990 • Fiscal year 2022 • EIN 52-1206413

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

P O Box 18086Richmond, VA 23226

(804) 285-1749

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$74,319

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 61.6% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

14th percentile

-36%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$137,942

Down $76,241 (-36%) from 2021

Net Assets

Down

$135,582

Down $75,421 (-36%) from 2021

Liabilities

Down

$2,360

Down $820 (-26%) from 2021

Revenue

Down

$120,550

Down $31,692 (-21%) from 2021

Expenses

Up

$188,210

Up $17,505 (+10%) from 2021

Net Income

Down

-$67,660

Down $49,197 (-266%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $131,031Liabilities 2011: $4,8222011Assets 2012: $139,219Liabilities 2012: $5,3122012Assets 2013: $179,560Liabilities 2013: $10,5312013Assets 2014: $188,007Liabilities 2014: $6,2192014Assets 2015: $186,626Liabilities 2015: $7,4962015Assets 2016: $220,094Liabilities 2016: $5,091Net Assets 2016: $215,0032016Assets 2017: $252,577Liabilities 2017: $596Net Assets 2017: $251,9812017Assets 2018: $285,186Liabilities 2018: $1,613Net Assets 2018: $283,5732018Assets 2019: $230,295Liabilities 2019: $2,058Net Assets 2019: $228,2372019Assets 2020: $236,306Liabilities 2020: $6,840Net Assets 2020: $229,4662020Assets 2021: $214,183Liabilities 2021: $3,180Net Assets 2021: $211,0032021Assets 2022: $137,942Liabilities 2022: $2,360Net Assets 2022: $135,5822022Assets 2023: $133,624Liabilities 2023: $863Net Assets 2023: $132,7612023Assets 2024: $33,205Liabilities 2024: $1,037Net Assets 2024: $32,1682024

Highlighted filing

2022

Assets$137,942
Liabilities$2,360
Net Assets$135,582

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $87,831Expenses 2011: $42,892Net Income 2011: $44,9392011Revenue 2012: $77,713Expenses 2012: $70,105Net Income 2012: $7,6082012Revenue 2013: $136,700Expenses 2013: $101,488Net Income 2013: $35,2122013Revenue 2014: $144,658Expenses 2014: $131,899Net Income 2014: $12,7592014Revenue 2015: $158,203Expenses 2015: $160,861Net Income 2015: -$2,6582015Revenue 2016: $188,351Expenses 2016: $152,478Net Income 2016: $35,8732016Revenue 2017: $199,817Expenses 2017: $162,839Net Income 2017: $36,9782017Revenue 2018: $204,253Expenses 2018: $170,721Net Income 2018: $33,5322018Revenue 2019: $167,393Expenses 2019: $223,349Net Income 2019: -$55,9562019Revenue 2020: $195,639Expenses 2020: $197,562Net Income 2020: -$1,9232020Revenue 2021: $152,242Expenses 2021: $170,705Net Income 2021: -$18,4632021Revenue 2022: $120,550Expenses 2022: $188,210Net Income 2022: -$67,6602022Revenue 2023: $177,676Expenses 2023: $186,366Net Income 2023: -$8,6902023Revenue 2024: $110,860Expenses 2024: $208,046Net Income 2024: -$97,1862024

Highlighted filing

2022

Revenue$120,550
Expenses$188,210
Net Income-$67,660
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$120,550
Mission and Program Overview

Mission

To promote recovery and improvement of the lives of central virginians with mental illnesses through advocacy and education as well as support and awareness initiatives

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$94,960$88,005▼ $6,955
Cash and Non-Interest-Bearing Accounts$118,206$49,434▼ $68,772
Land, Buildings, and Equipment, Net$1,017$503▼ $514
Total Assets$214,183$137,942▼ $76,241
Liabilities
Other Liabilities$3,180$2,360▼ $820
Total Liabilities$3,180$2,360▼ $820
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$211,003$135,582▼ $75,421
Total Net Assets Fund Balance$211,003$135,582▼ $75,421
Total Liabilities and Net Assets / Fund Balance$214,183$137,942▼ $76,241

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$503$5,107$5,610
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jamie FisherExecutive DirectorFT$74,319$74,319

Board Members and Trustees

NameTitle
Linda McleodChair
Tj GilbertFirst Chair
April SpencerDirector
Barbara Leo RhoneDirector
Brenda HoganDirector
Erin MahoneDirector
James HarrisDirector
Jason HelmingerDirector
Jeffery OppelmanDirector
Kathy LumpkinDirector
Maria CarltonDirector
Walter CrenshawDirector
Mary Beth FoxSecretary
Joe FisherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,685
Program Service Revenue
$0
Investment Income
$865
Other Revenue
$0
All Other Contributions
$107,370
Change in Net Assets
$-67,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$135,163
Other Expenses$53,047
Total Fundraising Expense$174
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$94,844$15,612-$110,456
Occupancy$20,466$3,262-$23,728
Other Employee Benefits$10,562$1,720-$12,282
Payroll Taxes$7,323$1,192-$8,515
Insurance$6,804$1,108-$7,912
Fees for Services Other-$5,930-$5,930
Office Expenses$4,222$286-$4,508
Other Salaries and Wages$3,910--$3,910
Advertising-$3,490-$3,490
Travel$424$2,451-$2,875
All Other Expenses$180$1,167-$1,347
Other Expenses$585$427$174$759
Depreciation Depletion-$514-$514
Total Functional Expenses$150,877$37,159$174$188,210
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mastercard$2,236
Payroll Liabilities$124
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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 governing body review Part VI line 11

The tax return is submitted to the governing body prior to filing.

Conflict of interest policy compliance Part VI line 12C

The organization has a written conflict of interest policy that is reviewed by the board and the board is required to investigate and rule on any questions of conflict of interest

CEO executive director top management comp Part VI line 15A

Compensation is reviewed and determined by the officers and board of directors and is reviewed annually

Other officer or key employee compensation Part VI line 15B

Any compensation is determined by the board and officers and is reviewed annually

Form 990 availability to public Part VI line 18

The tax return is made available to the public upon written request

Governing documents etc available to public Part VI line 19

The governing documents and financial statements are available to the public upon written request

Filing and Contact Details

Filer

Filer Name
Nami Central Virginia
EIN
52-1206413
Address
P O BOX 18086, RICHMOND, VA 23226

Signing Officer

Name
Joe Fisher
Title
Treasurer
Phone
8042851749
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
100

Preparer

Firm
Compass CPAs of Virginia
Address
9201 Arboretum Pkway Suite 140, North Chesterfield, VA 23236
Preparer
Judy Nester CPA
Phone
8043776952
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Meals 793payroll fees 86 total 879

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IRS990/OccupancyGrp/TotalAmt023728
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0286
IRS990/OfficeExpensesGrp/ProgramServicesAmt04222
IRS990/OfficeExpensesGrp/TotalAmt04508
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01720
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010562
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012282
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2EVENT ACTIVITIES
IRS990/OtherExpensesGrp/FundraisingAmt0174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0427
IRS990/OtherExpensesGrp/ProgramServicesAmt01557
IRS990/OtherExpensesGrp/ProgramServicesAmt1585
IRS990/OtherExpensesGrp/TotalAmt0427
IRS990/OtherExpensesGrp/TotalAmt11557
IRS990/OtherExpensesGrp/TotalAmt2759
IRS990/OtherLiabilitiesGrp/BOYAmt03180
IRS990/OtherLiabilitiesGrp/EOYAmt02360
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03910
IRS990/OtherSalariesAndWagesGrp/TotalAmt03910
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01192
IRS990/PayrollTaxesGrp/ProgramServicesAmt07323
IRS990/PayrollTaxesGrp/TotalAmt08515
IRS990/PoliticalCampaignActyInd0false
IRS990/PriorPeriodAdjustmentsAmt0-4061
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION PROGRAMS FOR PEOPLE LIVING WITH MENTAL ILLNESS AND THEIR FAMILES: PEER TO PEER (P2P) PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046772
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION PROGRAMS FOR PEOPLE LIVING WITH MENTAL ILLNESS AND THEIR FAMILIES: IN OUR OWN VOICE (IOOV) PROGRAM
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt045263
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0121803
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06067
IRS990/PYOtherExpensesAmt060740
IRS990/PYOtherRevenueAmt024372
IRS990/PYRevenuesLessExpensesAmt0-18463
IRS990/PYSalariesCompEmpBnftPaidAmt0109965
IRS990/PYTotalExpensesAmt0170705
IRS990/PYTotalRevenueAmt0152242
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-67660
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt094960
IRS990/SavingsAndTempCashInvstGrp/EOYAmt088005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0119685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0121803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0171461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0163384
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0203738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0780071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02005
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0437
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04447
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0515
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04447
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07404
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04062
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04062
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98550
IRS990ScheduleA/PublicSupportPY509Pct00.98570
IRS990ScheduleA/PublicSupportTotal509Amt0780071
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0119685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0121803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0171461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0163384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0203738
IRS990ScheduleA/Total509Grp/TotalAmt0780071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0119685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0171898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0167831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0204253
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0791537
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0503
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05107
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05610
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MASTERCARD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0503
IRS990ScheduleD/TotalLiabilityAmt02360
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS SUBMITTED TO THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REVIEWED BY THE BOARD AND THE BOARD IS REQUIRED TO INVESTIGATE AND RULE ON ANY QUESTIONS OF CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED AND DETERMINED BY THE OFFICERS AND BOARD OF DIRECTORS AND IS REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY COMPENSATION IS DETERMINED BY THE BOARD AND OFFICERS AND IS REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TAX RETURN IS MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS 793PAYROLL FEES 86 TOTAL 879
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0214183
IRS990/TotalAssetsEOYAmt0137942
IRS990/TotalAssetsGrp/BOYAmt0214183

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.32$1.11$2.08$0.97
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$1.78$1.86$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.02$1.36$1.21$1.88$0.68
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.03$2.11$1.52$1.71$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.07$2.29$1.96$1.98$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.30$0.02$2.28$1.67$2.23$0.56
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.02$2.84$2.04$1.71$0.34
2017Detailed filing. Detailed filing data is available for this year.$2.53$0.01$2.52$2.00$1.63$0.37
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.05$2.15$1.88$1.52$0.36
2015Summary only. Only limited summary data is available for this year.$1.87$0.07$1.58$1.61$0.03
2014Summary only. Only limited summary data is available for this year.$1.88$0.06$1.45$1.32$0.13
2013Summary only. Only limited summary data is available for this year.$1.80$0.11$1.37$1.01$0.35
2012Summary only. Only limited summary data is available for this year.$1.39$0.05$0.78$0.70$0.08
2011Summary only. Only limited summary data is available for this year.$1.31$0.05$0.88$0.43$0.45