Civic Intelligence

Nami Citrus Inc.

990EZ • Fiscal year 2024 • EIN 65-1034169

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 21, 2025

PO Box 580Lecanto, FL 34460

(844) 687-6266

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$81,232

Up $13,048 (+19%) from 2023

Net Assets

Up

$81,152

Up $13,076 (+19%) from 2023

Liabilities

Down

$80

Down $28 (-26%) from 2023

Revenue

Up

$85,237

Up $30,646 (+56%) from 2023

Expenses

Up

$72,161

Up $11,762 (+19%) from 2023

Net Income

Up

$13,076

Up $18,884 (+325%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2019: $108,007Liabilities 2019: $55,000Net Assets 2019: $53,0072019Assets 2023: $68,184Liabilities 2023: $108Net Assets 2023: $68,0762023Assets 2024: $81,232Liabilities 2024: $80Net Assets 2024: $81,1522024Assets 2025: $80,284Liabilities 2025: $762Net Assets 2025: $79,5222025

Highlighted filing

2024

Assets$81,232
Liabilities$80
Net Assets$81,152

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $38,694Expenses 2019: $13,844Net Income 2019: $24,8502019Revenue 2023: $54,591Expenses 2023: $60,399Net Income 2023: -$5,8082023Revenue 2024: $85,237Expenses 2024: $72,161Net Income 2024: $13,0762024Revenue 2025: $69,947Expenses 2025: $71,577Net Income 2025: -$1,6302025

Highlighted filing

2024

Revenue$85,237
Expenses$72,161
Net Income$13,076
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 21, 2025
Return Version
2024v5.1
Gross Receipts
$85,237
Mission and Program Overview

Mission

Nami works to educate, advocate, listen and lead to improve the lives of people with mental illness and their loved ones.

Program Services

DescriptionGrantsExpenses
MENTAL HEALTH AWARENESS PROGRAMS FOR INDIVIDUALS INCITRUS COUNTY, WITH SUPPORT FOR FAMILIES AND PEERS.$0$49,490
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL MONTGOMERYPresidentPT$0--
GORDON ROESSLERVice-President/TreasurerPT$0--
DANIELLE STEVENSDirectorPT$0--
PERI MIARECKI-LEPOERSecretaryPT$0--
LEAH WELLSDirectorPT$0--
MEGAN CROSSMANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Nami Citrus Inc
EIN
65-1034169
Phone
8446876266
Address
PO BOX 580, LECANTO, FL 34460

Signing Officer

Name
Gordon Roessler
Title
Treasurer
Phone
8446876266
Signed
2025-02-21

Preparer

Firm
Wells Business Solutions LLC
Address
217 N Apopka Ave, Inverness, FL 34450
Preparer
Suzie Aguilera
Phone
3524234290
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Travel and meetings 2893.

Form 990EZ, Part I, Line 16

INSURANCE 430.

Form 990EZ, Part I, Line 16

Dues and memberships 420.

Form 990EZ, Part I, Line 16

Registrations, licenses, fees 208.

Form 990EZ, Part I, Line 16

Depreciation 0.

Form 990EZ, Part I, Line 16

PAYROLL FEES 204.

Form 990EZ, Part I, Line 16

MEALS 115.

Form 990EZ, Part I, Line 16

CONTRACT SERVICES 7137.

Form 990EZ, Part I, Line 16

OUTREACH 3266.

Form 990EZ, Part I, Line 16

EVENT EXPENSES 1312.

Form 990EZ, Part I, Line 16

OFFICE EXPENSE 536.

Form 990EZ, Part I, Line 16

SPONSORSHIP EXPENSE 310.

Form 990EZ, Part I, Line 16

PAYPAL FEES 67.

Form 990EZ, Part I, Line 16

GIFTS 657.

Raw XML Appendix201 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GORDON ROESSLER TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum08132302848
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 832
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INVERNESS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034451
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068184
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081232
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt082674
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013076
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068184
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081232
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt085237
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02175
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0388
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068076
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081152
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068076
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081152
IRS990EZ/OccupancyRentUtltsAndMaintAmt02055
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GORDON ROESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIELLE STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PERI MIARECKI-LEPOER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEAH WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGAN CROSSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NAMI WORKS TO EDUCATE, ADVOCATE, LISTEN AND LEAD TO IMPROVE THE LIVES OF PEOPLE WITH MENTAL ILLNESS AND THEIR LOVED ONES.
IRS990EZ/PrintingPublicationsPostageAmt09807
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MENTAL HEALTH AWARENESS PROGRAMS FOR INDIVIDUALS INCITRUS COUNTY, WITH SUPPORT FOR FAMILIES AND PEERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049490
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt038064
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0108
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt080
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072161
IRS990EZ/TotalProgramServiceExpensesAmt049490
IRS990EZ/TotalRevenueAmt085237
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0179444
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02575
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98590
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0179444
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028684
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09802
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0179444
IRS990ScheduleA/TotalSupportAmt0182019
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRAVEL AND MEETINGS 2893.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND MEMBERSHIPS 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REGISTRATIONS, LICENSES, FEES 208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYROLL FEES 204.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS 115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTRACT SERVICES 7137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OUTREACH 3266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EVENT EXPENSES 1312.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICE EXPENSE 536.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SPONSORSHIP EXPENSE 310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYPAL FEES 67.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GIFTS 657.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON ROESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08446876266
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI CITRUS INC
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0651034169
ReturnHeader/Filer/PhoneNum08446876266
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 580
ReturnHeader/Filer/USAddress/CityNm0LECANTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034460
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812762490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wells Business Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0217 N Apopka Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Inverness
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034450
ReturnHeader/PreparerPersonGrp/PhoneNum03524234290
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzie Aguilera
ReturnHeader/ReturnTs02025-03-26T09:25:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Filings