Civic Intelligence

Nami of San Joaquin County

990EZ • Fiscal year 2019 • EIN 68-0050622

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 30, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$109,360

Up $15,111 (+16%) from 2018

Net Assets

Up

$109,360

Up $15,111 (+16%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$46,704

Down $8,556 (-15%) from 2018

Expenses

Down

$31,593

Down $21,775 (-41%) from 2018

Net Income

Up

$15,111

Up $13,219 (+699%) from 2018

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

2019

Assets$109,360
Liabilities-
Net Assets$109,360

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

2019

Revenue$46,704
Expenses$31,593
Net Income$15,111
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 30, 2020
Return Version
2019v5.0
Gross Receipts
$46,704
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$31,593-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDNA EALEYPresident-$0--
MICHAEL FIELDSVice President-$0--
CHARLES EPROSONSecretary-$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
2020-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Groom Accounting Corporation
Address
7540 Shoreline Dr Ste L, Stockton, CA 95219-5434
Preparer
Stephen J Groom CPA
Phone
2094782012
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1292

Other Expenses.1009

Depreciation $291

Other Expenses.1

Educational/outreach program $25874

Other Expenses.2

MEMBERS ACTIVITIES $1500

Other Expenses.3

Electronic communication $1256

Other Expenses.4

STORAGE UNIT $863

Other Expenses.5

MEETINGS $160

Other Expenses.6

ADVOCACY $61

Other Expenses.7

Taxes, license & fees $35

Other Expenses.9

BANK CHARGES $16

Other Assets.1002

Furniture and Fixtures - Beginning $728 Furniture and Fixtures - Ending $437

Raw XML Appendix181 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/BooksInCareOfDetail/PersonNm0EDNA EALEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02095985746
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 448
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093521
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108923
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04138
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015111
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0224
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt094249
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109360
IRS990EZ/FundraisingGrossIncomeAmt05559
IRS990EZ/GrossReceiptsAmt046704
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01449
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01177
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094249
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109360
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094249
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0109360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDNA EALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL FIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES EPROSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0728
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0437
IRS990EZ/OtherExpensesTotalAmt031348
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/PrintingPublicationsPostageAmt021
IRS990EZ/ProgramServiceRevenueAmt034381
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE EDUCATION, SUPPORT AND ADVOCACY PROGRAMS TO FAMILIES AND INDIVIDUALS AFFECTED BY SERIOUS MENTAL ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031593
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt05559
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031593
IRS990EZ/TotalProgramServiceExpensesAmt031593
IRS990EZ/TotalRevenueAmt046704
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087863
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01449
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0302
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023625
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0302
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02115
IRS990ScheduleA/InvestmentIncomeCYPct00.01860
IRS990ScheduleA/InvestmentIncomePYPct00.00510
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98140
IRS990ScheduleA/PublicSupportPY509Pct00.99490
IRS990ScheduleA/PublicSupportTotal509Amt0111488
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025749
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032528
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035114
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012782
IRS990ScheduleA/Total509Grp/TotalAmt0111488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013084
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0113603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUCATIONAL/OUTREACH PROGRAM $25874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS ACTIVITIES $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ELECTRONIC COMMUNICATION $1256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE UNIT $863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEETINGS $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADVOCACY $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES, LICENSE & FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Furniture and Fixtures - Beginning $728 Furniture and Fixtures - Ending $437
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1002
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDNA EALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-30
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/PreparerFirmEIN0844034696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Groom Accounting Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07540 Shoreline Dr Ste L
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952195434
ReturnHeader/PreparerPersonGrp/PhoneNum02094782012
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J GROOM CPA
ReturnHeader/ReturnTs02020-11-30T10:57:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
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