Nami of San Joaquin County

990EZ • Fiscal year 2015 • EIN 68-0050622

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 23, 2016

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 2015

No value available

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

Source year 2015

-28%

Higher net margin than 13% of similar nonprofits.

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

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

-13%

Faster asset growth than 26% of similar nonprofits.

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

-52%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$52,184

Down $7,729 (-13%) from 2014

Net Assets

Down

$52,184

Down $7,729 (-13%) from 2014

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin13th percentile

Revenue

Down

$28,084

Down $30,023 (-52%) from 2014

Expenses

Down

$35,813

Down $2,327 (-6.1%) from 2014

Net Income

Down

-$7,729

Down $27,696 (-139%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2015

Assets$52,184

Liabilities-

Net Assets$52,184

Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2015

Revenue$28,084

Expenses$35,813

Net Income-$7,729

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Aug 23, 2016
Return Version: 2015v2.0
Gross Receipts: $28,084

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	$35,813	-

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM H SMITH	Vice President	-	$0	-	-
JENNIE MONTOYA	President	-	$0	-	-
ELIZABETH HESS	Treasurer	-	$0	-	-
RON SHAW	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: 2016-08-23
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 $2015”

Other Expenses.1012

“Insurance $1450”

Other Expenses.1

“Educational/outreach program $24011”

Other Expenses.2

“MEMBERS ACTIVITIES $1902”

Other Expenses.4

“ADVOCACY $1567”

Other Expenses.5

“Electronic communication $1005”

Other Expenses.6

“MISCELLANEOUS $746”

Other Expenses.7

“RESEARCH DONATION $500”

Other Expenses.8

“MEETINGS $185”

Other Expenses.9

“BANK CHARGES $18”

Raw XML Appendix182 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	59913
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	52184
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IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	1942
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
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IRS990EZ/ExcessOrDeficitForYearAmt	0	-7729
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IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
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IRS990EZ/FundraisingGrossIncomeAmt	0	9219
IRS990EZ/GrossReceiptsAmt	0	28084
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	302
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	1621
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	59913
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	52184
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	59913
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	52184
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
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 SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JENNIE MONTOYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ELIZABETH HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	RON SHAW
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	33399
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	1854
IRS990EZ/ProgramServiceRevenueAmt	0	15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO PROVIDE EDUCATION, SUPPORT AND ADVOCACY PROGRAMS TO FAMILIES AND INDIVIDUALS AFFECTED BY SERIOUS MENTAL ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	35813
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	9219
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	35813
IRS990EZ/TotalProgramServiceExpensesAmt	0	35813
IRS990EZ/TotalRevenueAmt	0	28084
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	3563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	35658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	12975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	16554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	21651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	90401
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	302
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	23
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	50
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	108
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	9219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	10268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	11301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	11198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	11765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	53751
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	302
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	116
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	23
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	50
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	599
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00410
IRS990ScheduleA/InvestmentIncomePYPct	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	0.99590
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99720
IRS990ScheduleA/PublicSupportTotal509Amt	0	144152
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	12782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	45926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	24276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	27752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	33416
IRS990ScheduleA/Total509Grp/TotalAmt	0	144152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	13084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	46042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	24299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	27802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	33524
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	144751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Office Expenses $2015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Insurance $1450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	EDUCATIONAL/OUTREACH PROGRAM $24011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	MEMBERS ACTIVITIES $1902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	ADVOCACY $1567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	ELECTRONIC COMMUNICATION $1005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	MISCELLANEOUS $746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	RESEARCH DONATION $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	MEETINGS $185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	BANK CHARGES $18
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.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	Other Expenses.9
ReturnHeader/BuildTS	0	2016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ELIZABETH HESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-08-23
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	2016-08-23T14:00:56-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $52,184
Liabilities: -
Net assets: $52,184
Revenue: $28,084
Expenses: $35,813
Net income: -$7,729

	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