Civic Intelligence

Nami Florida Inc.

990 • Fiscal year 2015 • EIN 59-2859337

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 05, 2016

PO Box 961Tallahassee, FL 32302

(850) 671-4445

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.84x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

0.58x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

91st percentile

98%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$78,698

Up $38,964 (+98%) from 2014

Net Assets

Up

$12,731

Up $33,105 (+162%) from 2014

Liabilities

Up

$65,967

Up $5,859 (+9.7%) from 2014

Revenue

Up

$113,021

Up $23,023 (+26%) from 2014

Expenses

Down

$79,916

Down $3,104 (-3.7%) from 2014

Net Income

Up

$33,105

Up $26,127 (+374%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2012: $53,441Liabilities 2012: $33,911Net Assets 2012: $19,5302012Assets 2013: $8,867Liabilities 2013: $36,219Net Assets 2013: -$27,3522013Assets 2014: $39,734Liabilities 2014: $60,108Net Assets 2014: -$20,3742014Assets 2015: $78,698Liabilities 2015: $65,967Net Assets 2015: $12,7312015Assets 2016: $78,070Liabilities 2016: $65,723Net Assets 2016: $12,3472016Assets 2017: $72,170Liabilities 2017: $45,194Net Assets 2017: $26,9762017Assets 2018: $75,205Liabilities 2018: $43,509Net Assets 2018: $31,6962018Assets 2019: $87,878Liabilities 2019: $34,002Net Assets 2019: $53,8762019Assets 2020: $236,982Liabilities 2020: $34,004Net Assets 2020: $202,9782020Assets 2021: $391,865Liabilities 2021: $515Net Assets 2021: $391,3502021Assets 2022: $425,517Liabilities 2022: $10,000Net Assets 2022: $415,5172022Assets 2023: $372,032Liabilities 2023: $34,481Net Assets 2023: $337,5512023Assets 2024: $154,013Liabilities 2024: $5,107Net Assets 2024: $148,9062024

Highlighted filing

2015

Assets$78,698
Liabilities$65,967
Net Assets$12,731

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $333,049Expenses 2012: $343,571Net Income 2012: -$10,5222012Revenue 2013: $137,075Expenses 2013: $183,957Net Income 2013: -$46,8822013Revenue 2014: $89,998Expenses 2014: $83,020Net Income 2014: $6,9782014Revenue 2015: $113,021Expenses 2015: $79,916Net Income 2015: $33,1052015Revenue 2016: $131,535Expenses 2016: $131,919Net Income 2016: -$3842016Revenue 2017: $226,334Expenses 2017: $211,705Net Income 2017: $14,6292017Revenue 2018: $159,127Expenses 2018: $154,407Net Income 2018: $4,7202018Revenue 2019: $114,251Expenses 2019: $91,397Net Income 2019: $22,8542019Revenue 2020: $255,744Expenses 2020: $106,643Net Income 2020: $149,1012020Revenue 2021: $310,738Expenses 2021: $122,366Net Income 2021: $188,3722021Revenue 2022: $339,651Expenses 2022: $315,484Net Income 2022: $24,1672022Revenue 2023: $467,054Expenses 2023: $543,440Net Income 2023: -$76,3862023Revenue 2024: $293,696Expenses 2024: $482,341Net Income 2024: -$188,6452024

Highlighted filing

2015

Revenue$113,021
Expenses$79,916
Net Income$33,105
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 5, 2016
Return Version
2015v2.1
Gross Receipts
$113,021
Mission and Program Overview

Mission

Helping to improve the quality of life for individuals and their families affected by mental illness through education, training, information, referral, advocacy and government relations.

Helping to improve the quality of life for individuals and their families affected by mental illness through education, training, information,referral, advocacy and government relations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,038$75,535▲ $41,497
Loans From Officers Directors$25,000$25,000→ $0
Accounts Receivable$5,696--
Land, Buildings, and Equipment, Net-$2,262-
Total Assets$39,734$78,698▲ $38,964
Other Assets Total-$901-
Liabilities
Deferred Revenue$25,000$28,758▲ $3,758
Accounts Payable and Accrued Expenses$8,195$8,562▲ $367
Other Liabilities$1,913$3,647▲ $1,734
Total Liabilities$60,108$65,967▲ $5,859
Net Assets / Fund Balance
Unrestricted Net Assets$-20,374$12,731▲ $33,105
Total Net Assets Fund Balance$-20,374$12,731▲ $33,105
Total Liabilities and Net Assets / Fund Balance$39,734$78,698▲ $38,964

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,262$25,767$28,029
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Rajiv TandonPresident
David SchmidtDirector
Imelda MedinaDirector
Kyaien O Conner PhdmphDirector
Linda GregorySecretary
Diana WilliamsTreasurer
Diana SchmidtVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$111,937
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,084
All Other Contributions
$86,294
Change in Net Assets
$33,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$50,231
Other Expenses$29,685
Total Fundraising Expense$6,289
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$29,264$3,569$2,855$35,688
Fees for Services Accounting$9,943$1,213$970$12,126
Other Employee Benefits$9,531$1,065$852$11,448
Payroll Taxes$2,537$310$248$3,095
Occupancy$2,019$246$197$2,462
Office Expenses$1,539$188$150$1,877
All Other Expenses$1,412$136$109$1,657
Insurance$1,291$158$126$1,575
Other Expenses$1,092$133$106$1,331
Depreciation Depletion$206--$206
Travel$20$2$2$24
Total Functional Expenses$65,765$7,862$6,289$79,916
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$25,000$25,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card-boa$1,472
Payroll Liabilities$1,252
Accrued Vacation$923
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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 11B

Cfo meets with cpa prior to filing 990

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

Nami regularly monitors and enforces compliance with it's conflict of interest policy through self-disclosure.

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

The organization determines compensation based on the compensation paid by other similar organizations in the area for the same position.

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

The board determines the compensation of other officers & key employees.

Form 990, Page 6, Part VI, Line 19

Nami financial statements, conflict of interest policy & forms 990 are available upon request.

Filing and Contact Details

Filer

Filer Name
Nami Florida Inc
EIN
59-2859337
Phone
8506714445
Address
PO BOX 961, TALLAHASSEE, FL 32302

Signing Officer

Name
Diana Williams
Title
Treasurer
Phone
8506714445
Signed
2016-08-05

Organization Details

Formed
1984
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
13

Preparer

Firm
Law Redd Crona & Munroe Pa
Address
2075 CENTRE POINTE BLVD SUITE 200, TALLAHASSEE, FL 32308-4893
Preparer
Peter G Munroe CPA
Phone
8508786189
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt08645
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt09729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0149
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0959537
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089998
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0137073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0332919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0286526
IRS990ScheduleA/Total509Grp/TotalAmt0959537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0137075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0333049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0286543
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0959686
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/BookValueAmt02262
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025767
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01472
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11252
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2923
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD-BOA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED VACATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02262
IRS990ScheduleD/TotalLiabilityAmt03647
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt025000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATING EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt025000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0LOAN PAYABLE - TANDON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt025000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CFO MEETS WITH CPA PRIOR TO FILING 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAMI REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH IT'S CONFLICT OF INTEREST POLICY THROUGH SELF-DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DETERMINES COMPENSATION BASED ON THE COMPENSATION PAID BY OTHER SIMILAR ORGANIZATIONS IN THE AREA FOR THE SAME POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DETERMINES THE COMPENSATION OF OTHER OFFICERS & KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NAMI FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY & FORMS 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt039734
IRS990/TotalAssetsEOYAmt078698
IRS990/TotalAssetsGrp/BOYAmt039734
IRS990/TotalAssetsGrp/EOYAmt078698
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0111937
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06289
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07862
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065765
IRS990/TotalFunctionalExpensesGrp/TotalAmt079916
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060108
IRS990/TotalLiabilitiesEOYAmt065967
IRS990/TotalLiabilitiesGrp/BOYAmt060108
IRS990/TotalLiabilitiesGrp/EOYAmt065967
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-20374
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012731
IRS990/TotalProgramServiceExpensesAmt065765
IRS990/TotalRevenueGrp/ExclusionAmt01084
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113021
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt039734
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt078698
IRS990/TravelGrp/FundraisingAmt02
IRS990/TravelGrp/ManagementAndGeneralAmt02
IRS990/TravelGrp/ProgramServicesAmt020
IRS990/TravelGrp/TotalAmt024
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-20374
IRS990/UnrestrictedNetAssetsGrp/EOYAmt012731
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.NAMIFL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08506714445
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI FLORIDA INC
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0592859337
ReturnHeader/Filer/PhoneNum08506714445
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 961
ReturnHeader/Filer/USAddress/CityNm0TALLAHASSEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592221664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAW REDD CRONA & MUNROE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02075 CENTRE POINTE BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0323084893

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.05$1.49$2.94$4.82$1.89
2023Summary only. Only limited summary data is available for this year.$3.72$0.34$3.38$4.67$5.43$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.10$4.16$3.40$3.15$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.01$3.91$3.11$1.22$1.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.34$2.03$2.56$1.07$1.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.34$0.54$1.14$0.91$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.44$0.32$1.59$1.54$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.45$0.27$2.26$2.12$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.66$0.12$1.32$1.32$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.66$0.13$1.13$0.80$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.60$0.20$0.90$0.83$0.07
2013Summary only. Only limited summary data is available for this year.$0.09$0.36$0.27$1.37$1.84$0.47
2012Summary only. Only limited summary data is available for this year.$0.53$0.34$0.20$3.33$3.44$0.11