Nami of San Joaquin County

990EZ • Fiscal year 2014 • EIN 68-0050622

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 08, 2015

Organization Profile N/A

PO Box 448Stockton, CA 95201

(209) 518-7999

Siviq Scores

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

No value available

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

Source year 2014

No value available

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

Source year 2014

34%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

50%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

53%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$59,913

Up $19,967 (+50%) from 2013

Net Assets

$59,913

Up $19,967 (+50%) from 2013

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin86th percentile

Revenue

$58,107

Up $20,084 (+53%) from 2013

Expenses

Down

$38,140

Down $1,835 (-4.6%) from 2013

Net Income

$19,967

Up $21,919 (+1123%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

Highlighted filing

2014

Assets$59,913

Liabilities-

Net Assets$59,913

Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

Highlighted filing

2014

Revenue$58,107

Expenses$38,140

Net Income$19,967

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Jun 8, 2015
Return Version: 2014v5.0
Gross Receipts: $58,212

Mission and Program Overview

Mission

Nami of san joaquin county provides education, support and advocacy to families and individuals whose lives have been affected by serious mental illness.to promote wellness, recovery, and resiliance through support, education and advocacy.

Nami of san joaquin county provides education, support and advocacy to families and individuals whose lives have been affected by serious mental illness to promote wellness, recovery, and resiliance through support, education and advocacy.

Program Services

Description	Grants	Expenses
TO PROVIDE EDUCATION, SUPPORT AND ADVOCACY PROGRAMS TO FAMILIES AND INDIVIDUALS AFFECTED BY SERIOUS MENTAL ILLNESS	$38,140	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM H SIMITH	Vice President	-	$0	-	-
TASSO KANDRIS	President	-	$0	-	-
ELIZABETH HESS	Treasurer	-	$0	-	-
PAMELA SWIFT	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Nami San Joaquin County
EIN: 68-0050622
Phone: 2095187999
Address: PO BOX 448, STOCKTON, CA 95201

Signing Officer

Name: Elizabeth Hess
Title: Treasurer
Signed: 2015-06-08
Discuss with paid preparer: Yes

Preparer

Firm: Stephen J Groom CPA
Address: 7540 Shoreline Dr Ste L, Stockton, CA 95219
Preparer: Stephen J Groom CPA
Phone: 2094782012

Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1415”

Other Expenses.1012

“Insurance $1550”

Other Expenses.1

“Educational/outreach program $27501”

Other Expenses.2

“MEMBERS ACTIVITIES $1547”

Other Expenses.4

“Electronic communication $1106”

Other Expenses.5

“ADVOCACY $1101”

Other Expenses.6

“MEETINGS $556”

Other Expenses.7

“RESEARCH DONATION $500”

Other Expenses.9

“BANK CHARGES $17”

Other Expenses.10

“MISCELLANEOUS $10”

Raw XML Appendix180 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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IRS990EZ/BooksInCareOfDetail/PersonNm	0	ELIZABETH HESS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2094683755
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 448
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	95201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	39946
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	59913
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	33622
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	19967
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1260
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	39946
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IRS990EZ/FundraisingGrossIncomeAmt	0	10268
IRS990EZ/GrossReceiptsAmt	0	58212
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	116
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	2036
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	39946
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	59913
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	39946
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	59913
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	WILLIAM H SIMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	TASSO KANDRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ELIZABETH HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	PAMELA SWIFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	35303
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	NAMI OF SAN JOAQUIN COUNTY PROVIDES EDUCATION, SUPPORT AND ADVOCACY TO FAMILIES AND INDIVIDUALS WHOSE LIVES HAVE BEEN AFFECTED BY SERIOUS MENTAL ILLNESS TO PROMOTE WELLNESS, RECOVERY, AND RESILIANCE THROUGH SUPPORT, EDUCATION AND ADVOCACY.
IRS990EZ/PrintingPublicationsPostageAmt	0	1577
IRS990EZ/ProgramServiceRevenueAmt	0	12170
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO PROVIDE EDUCATION, SUPPORT AND ADVOCACY PROGRAMS TO FAMILIES AND INDIVIDUALS AFFECTED BY SERIOUS MENTAL ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	38140
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	105
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	10163
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	38140
IRS990EZ/TotalProgramServiceExpensesAmt	0	38140
IRS990EZ/TotalRevenueAmt	0	58107
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	35658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	12975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	16554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	21651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	17815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	104653
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	23
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	50
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	149
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	10268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	11301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	11198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	11765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	10303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	54835
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	116
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	23
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	50
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	149
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	446
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00280
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99720
IRS990ScheduleA/PublicSupportTotal509Amt	0	159488
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	45926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	24276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	27752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	33416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	28118
IRS990ScheduleA/Total509Grp/TotalAmt	0	159488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	46042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	24299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	27802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	33524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	28267
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	159934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Office Expenses $1415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Insurance $1550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	EDUCATIONAL/OUTREACH PROGRAM $27501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	MEMBERS ACTIVITIES $1547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ELECTRONIC COMMUNICATION $1106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ADVOCACY $1101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	MEETINGS $556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	RESEARCH DONATION $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	BANK CHARGES $17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	MISCELLANEOUS $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	Other Expenses.10
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ELIZABETH HESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	NAMI SAN JOAQUIN COUNTY
ReturnHeader/Filer/BusinessNameControlTxt	0	NAMI
ReturnHeader/Filer/EIN	0	680050622
ReturnHeader/Filer/PhoneNum	0	2095187999
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 448
ReturnHeader/Filer/USAddress/CityNm	0	STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Stephen J Groom CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	7540 Shoreline Dr Ste L
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	95219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2094782012
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STEPHEN J GROOM CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-06-08T09:40:13-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $59,913
Liabilities: -
Net assets: $59,913
Revenue: $58,107
Expenses: $38,140
Net income: $19,967

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.58		$1.58	$1.64	$1.58	$0.06
2023Summary only. Only limited summary data is available for this year.	$1.52	$0.00		$0.76	$0.94	$0.18
2022Detailed filing. Detailed filing data is available for this year.	$1.70		$1.70	$0.90	$0.73	$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.52		$1.52	$1.02	$0.54	$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.04		$1.04	$0.61	$0.66	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$1.09		$1.09	$0.47	$0.32	$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.94		$0.94	$0.55	$0.53	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$0.92		$0.92	$0.64	$0.47	$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.75		$0.75	$0.63	$0.40	$0.23
2015Detailed filing. Detailed filing data is available for this year.	$0.52		$0.52	$0.28	$0.36	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$0.60		$0.60	$0.58	$0.38	$0.20
2013Detailed filing. Detailed filing data is available for this year.	$0.40		$0.40	$0.38	$0.40	$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.42		$0.42	$0.27	$0.23	$0.04
2011Summary only. Only limited summary data is available for this year.	$0.38	$0.00		$0.33	$0.28	$0.05