Civic Intelligence

Nami Kentucky Inc

EIN 61-1140329 • 501(c)3 • Lexington, KY

Profile

To provide educational programs for families of mentally ill persons.

1351 Newtown Pike Bldg 1Lexington, KY 40511

www.namiky.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-21%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

305%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$123,001

Down $31,996 (-21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$123,001

Down $31,996 (-21%) from 2024

Revenue

Up

$122,177

Up $92,034 (+305%) from 2024

Expenses

Up

$152,188

Up $11,064 (+7.8%) from 2024

Net Income

Up

-$30,011

Up $80,970 (+73%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $26,415Liabilities 2011: $5,7362011Assets 2012: $39,268Liabilities 2012: $15,317Net Assets 2012: $23,9512012Assets 2013: $64,130Liabilities 2013: $18,242Net Assets 2013: $45,8882013Assets 2014: $265,870Liabilities 2014: $18,756Net Assets 2014: $247,1142014Assets 2015: $272,884Liabilities 2015: $17,759Net Assets 2015: $255,1252015Assets 2016: $306,418Liabilities 2016: $26,467Net Assets 2016: $279,9512016Assets 2017: $379,665Liabilities 2017: $23,150Net Assets 2017: $356,5152017Assets 2018: $404,587Liabilities 2018: $20,645Net Assets 2018: $383,9422018Assets 2019: $417,675Liabilities 2019: $19,607Net Assets 2019: $398,0682019Assets 2020: $360,171Liabilities 2020: $17,705Net Assets 2020: $342,4662020Assets 2021: $325,971Liabilities 2021: $17,212Net Assets 2021: $308,7592021Assets 2022: $184,990Liabilities 2022: $7,169Net Assets 2022: $177,8212022Assets 2023: $260,462Liabilities 2023: $0Net Assets 2023: $260,4622023Assets 2024: $154,997Liabilities 2024: $0Net Assets 2024: $154,9972024Assets 2025: $123,001Liabilities 2025: $0Net Assets 2025: $123,0012025

Highlighted filing

2025

Assets$123,001
Liabilities$0
Net Assets$123,001

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $150,533Expenses 2011: $145,020Net Income 2011: $5,5132011Revenue 2012: $144,691Expenses 2012: $141,419Net Income 2012: $3,2722012Revenue 2013: $173,517Expenses 2013: $162,343Net Income 2013: $11,1742013Revenue 2014: $372,176Expenses 2014: $175,796Net Income 2014: $196,3802014Revenue 2015: $221,579Expenses 2015: $213,568Net Income 2015: $8,0112015Revenue 2016: $301,770Expenses 2016: $269,261Net Income 2016: $32,5092016Revenue 2017: $371,259Expenses 2017: $313,436Net Income 2017: $57,8232017Revenue 2018: $310,603Expenses 2018: $289,610Net Income 2018: $20,9932018Revenue 2019: $225,904Expenses 2019: $220,084Net Income 2019: $5,8202019Revenue 2020: $168,363Expenses 2020: $211,328Net Income 2020: -$42,9652020Revenue 2021: $91,091Expenses 2021: $180,589Net Income 2021: -$89,4982021Revenue 2022: $38,881Expenses 2022: $150,619Net Income 2022: -$111,7382022Revenue 2023: $260,839Expenses 2023: $183,127Net Income 2023: $77,7122023Revenue 2024: $30,143Expenses 2024: $141,124Net Income 2024: -$110,9812024Revenue 2025: $122,177Expenses 2025: $152,188Net Income 2025: -$30,0112025

Highlighted filing

2025

Revenue$122,177
Expenses$152,188
Net Income-$30,011

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$1.22$1.52$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.30$1.41$1.11
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$2.61$1.83$0.78
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.07$1.78$0.39$1.51$1.12
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.17$3.09$0.91$1.81$0.89
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.18$3.42$1.68$2.11$0.43
2019Detailed filing. Detailed filing data is available for this year.$4.18$0.20$3.98$2.26$2.20$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.05$0.21$3.84$3.11$2.90$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.23$3.57$3.71$3.13$0.58
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.26$2.80$3.02$2.69$0.33
2015Summary only. Only limited summary data is available for this year.$2.73$0.18$2.55$2.22$2.14$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.19$2.47$3.72$1.76$1.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.18$0.46$1.74$1.62$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.15$0.24$1.45$1.41$0.03
2011Summary only. Only limited summary data is available for this year.$0.26$0.06$1.51$1.45$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 17, 2025
Return Version
2024v5.2
Gross Receipts
$170,852
Mission and Program Overview

Mission

To provide educational programs for families of mentally ill persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$154,997$123,001▼ $31,996
Investments in Publicly Traded Securities$139,658$94,581▼ $45,077
Cash and Non-Interest-Bearing Accounts$12,387$25,468▲ $13,081
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$154,997$123,001▼ $31,996
Other Assets Total$2,952$2,952→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$154,997$123,001▼ $31,996
Total Liabilities and Net Assets / Fund Balance$154,997$123,001▼ $31,996

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$14,879$14,879
Compensation and Service Providers

Board Members and Trustees

NameTitle
Peter J TaylorBoard Chair
Lee ConradChair Elect
Jon LarsonVice Chair
Celeste RobinsonDirector
Jana WilsonDirector
Johnathan C GayDirector
John WilsonDirector At-large
Will LindseySecretary
Terell Edwin ColemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,269
Program Service Revenue
$0
Investment Income
$16,908
Other Revenue
$0
All Other Contributions
$104,246
Change in Net Assets
$-30,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$76,865
Other Expenses$74,823
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,122$2,963-$71,085
Fees for Services Accounting-$12,000-$12,000
Conferences and Meetings$10,512--$10,512
Insurance-$7,440-$7,440
Payroll Taxes$5,539$241-$5,780
Travel$2,820--$2,820
Occupancy$1,027$1,027-$2,054
Office Expenses$753$772-$1,525
Advertising$1,112--$1,112
Other Expenses$939--$939
Grants to Domestic Orgs$500--$500
Fees for Services Other-$316-$316
All Other Expenses$188--$188
Total Functional Expenses$127,429$24,759$0$152,188
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
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

An electronic copy of the form 990 is provided to each voting member of the governing body at least 2 weeks prior to the filing of the return. Following the resolution of any questions or other matters that have arisen, the e-file authorization form is signed by an officer and the form 990 is electronically filed.

Form 990, Part VI, Section C, Line 19

All documents requiring public disclosure by the internal revenue service are made available upon request.

Filing and Contact Details

Filer

Filer Name
Nami Kentucky Inc
EIN
61-1140329
Phone
8592256264
Address
1351 NEWTOWN PIKE BLDG 1, LEXINGTON, KY 40511

Signing Officer

Name
Lee Conrad
Title
Board Chair
Phone
8592256264
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Conrad
Formed
1985
Legal Domicile
Ky
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
10

Preparer

Firm
Besten & Dieruf Pllc
Address
190 MARKET STREET, LEXINGTON, KY 40507
Preparer
Jonathan M Tennent CPA
Phone
8592544427
Raw XML Appendix394 raw XML fields

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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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012581
IRS990/PYOtherExpensesAmt066958
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-110981
IRS990/PYSalariesCompEmpBnftPaidAmt074166
IRS990/PYTotalExpensesAmt0141124
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030143
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-30011
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0154997
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0123001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0105269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0253587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0423675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06865
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010458
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032497
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt017040
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03358
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt035960
IRS990ScheduleA/OtherIncome170Grp/TotalAmt039318
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IRS990ScheduleA/PublicSupportPY170Pct00.80190
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0105269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0253587
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020562
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0423675
IRS990ScheduleA/TotalSupportAmt0495490
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014879
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014879
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AT LEAST 2 WEEKS PRIOR TO THE FILING OF THE RETURN. FOLLOWING THE RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, THE E-FILE AUTHORIZATION FORM IS SIGNED BY AN OFFICER AND THE FORM 990 IS ELECTRONICALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS REQUIRING PUBLIC DISCLOSURE BY THE INTERNAL REVENUE SERVICE ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0154997
IRS990/TotalAssetsEOYAmt0123001
IRS990/TotalAssetsGrp/BOYAmt0154997
IRS990/TotalAssetsGrp/EOYAmt0123001
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0105269
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024759
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127429
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152188
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0154997
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0123001
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0127429
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016908
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122177
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0154997
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0123001
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02820
IRS990/TravelGrp/TotalAmt02820
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt01351 NEWTOWN PIKE BLDG 1
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040511
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.NAMIKY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE CONRAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08592256264
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI KENTUCKY INC
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0611140329
ReturnHeader/Filer/PhoneNum08592256264
ReturnHeader/Filer/USAddress/AddressLine1Txt01351 NEWTOWN PIKE BLDG 1
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040511
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453048812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BESTEN & DIERUF PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 MARKET STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08592544427
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN M TENNENT CPA
ReturnHeader/ReturnTs02025-11-07T09:43:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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