Civic Intelligence

Nami of San Joaquin County

990EZ • Fiscal year 2018 • EIN 68-0050622

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

PO Box 448Stockton, CA 95201

(209) 598-5746

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$94,249

Up $1,892 (+2.0%) from 2017

Net Assets

Up

$94,249

Up $1,892 (+2.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,260

Down $9,035 (-14%) from 2017

Expenses

Up

$53,368

Up $6,153 (+13%) from 2017

Net Income

Down

$1,892

Down $15,188 (-89%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $37,923Liabilities 2011: $02011Assets 2012: $41,898Net Assets 2012: $41,8982012Assets 2013: $39,946Net Assets 2013: $39,9462013Assets 2014: $59,913Net Assets 2014: $59,9132014Assets 2015: $52,184Net Assets 2015: $52,1842015Assets 2016: $75,277Net Assets 2016: $75,2772016Assets 2017: $92,357Net Assets 2017: $92,3572017Assets 2018: $94,249Net Assets 2018: $94,2492018Assets 2019: $109,360Net Assets 2019: $109,3602019Assets 2020: $104,296Net Assets 2020: $104,2962020Assets 2021: $152,044Net Assets 2021: $152,0442021Assets 2022: $169,721Net Assets 2022: $169,7212022Assets 2023: $152,021Liabilities 2023: $02023Assets 2024: $158,116Net Assets 2024: $158,1162024

Highlighted filing

2018

Assets$94,249
Liabilities-
Net Assets$94,249

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $32,715Expenses 2011: $27,672Net Income 2011: $5,0432011Revenue 2012: $27,435Expenses 2012: $23,460Net Income 2012: $3,9752012Revenue 2013: $38,023Expenses 2013: $39,975Net Income 2013: -$1,9522013Revenue 2014: $58,107Expenses 2014: $38,140Net Income 2014: $19,9672014Revenue 2015: $28,084Expenses 2015: $35,813Net Income 2015: -$7,7292015Revenue 2016: $63,304Expenses 2016: $40,211Net Income 2016: $23,0932016Revenue 2017: $64,295Expenses 2017: $47,215Net Income 2017: $17,0802017Revenue 2018: $55,260Expenses 2018: $53,368Net Income 2018: $1,8922018Revenue 2019: $46,704Expenses 2019: $31,593Net Income 2019: $15,1112019Revenue 2020: $61,276Expenses 2020: $66,340Net Income 2020: -$5,0642020Revenue 2021: $102,124Expenses 2021: $54,376Net Income 2021: $47,7482021Revenue 2022: $90,478Expenses 2022: $72,801Net Income 2022: $17,6772022Revenue 2023: $76,436Expenses 2023: $94,136Net Income 2023: -$17,7002023Revenue 2024: $164,002Expenses 2024: $157,907Net Income 2024: $6,0952024

Highlighted filing

2018

Revenue$55,260
Expenses$53,368
Net Income$1,892
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$55,260
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.

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATION, SUPPORT AND ADVOCACY PROGRAMS TO FAMILIES AND INDIVIDUALS AFFECTED BY SERIOUS MENTAL ILLNESS$53,368-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDNA EALEYPresident-$0--
MICHAEL FIELDSVice President-$0--
ADRIANNA FURUZAWATreasurer-$0--
MIKE MILLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Nami San Joaquin County
EIN
68-0050622
Phone
2095985746
Address
PO BOX 448, STOCKTON, CA 95201

Signing Officer

Name
Edna Ealey
Title
President
Signed
2019-11-13
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 $2877

Other Expenses.1009

Depreciation $485

Other Expenses.1012

Insurance $2030

Other Expenses.1

Educational/outreach program $38143

Other Expenses.2

MEMBERS ACTIVITIES $1500

Other Expenses.3

Electronic communication $1373

Other Expenses.5

STORAGE UNIT $453

Other Expenses.6

MEETINGS $358

Other Expenses.7

BANK CHARGES $95

Other Expenses.8

ADVOCACY $94

Other Expenses.9

Taxes, license & fees $45

Other Assets.1002

Furniture and Fixtures - Beginning $1213 Furniture and Fixtures - Ending $728

Other Assets.1006

Pledges and Grants Receivable - Beginning $3000 Pledges and Grants Receivable - Ending $0

Raw XML Appendix197 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0728
IRS990EZ/OtherExpensesTotalAmt047453
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NAMI 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/PrintingPublicationsPostageAmt01255
IRS990EZ/ProgramServiceRevenueAmt029507
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053368
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0715
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053368
IRS990EZ/TotalProgramServiceExpensesAmt053368
IRS990EZ/TotalRevenueAmt055260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025034
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026219
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118206
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0116
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt033893
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0130
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0116
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0782
IRS990ScheduleA/InvestmentIncomeCYPct00.00510
IRS990ScheduleA/InvestmentIncomePYPct00.00530
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.99470
IRS990ScheduleA/PublicSupportTotal509Amt0152099
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt0152099
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046042
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152881
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/ExplanationTxt0Office Expenses $2877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL/OUTREACH PROGRAM $38143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS ACTIVITIES $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ELECTRONIC COMMUNICATION $1373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STORAGE UNIT $453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETINGS $358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ADVOCACY $94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES, LICENSE & FEES $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Furniture and Fixtures - Beginning $1213 Furniture and Fixtures - Ending $728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Pledges and Grants Receivable - Beginning $3000 Pledges and Grants Receivable - Ending $0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1006
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDNA EALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI SAN JOAQUIN COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0680050622
ReturnHeader/Filer/PhoneNum02095985746
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 448
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453651064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen J Groom CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07540 Shoreline Dr Ste L
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094782012
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J GROOM CPA
ReturnHeader/ReturnTs02019-11-13T16:09:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2018Detailed filing. Detailed filing data is available for this year.$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