Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
77th percentile
Faster revenue growth than 77% of similar nonprofits.
Balance Sheet
Assets
Up$73,323
Up $5,594 (+8.3%) from 2019
Net Assets
Up$73,323
Up $5,596 (+8.3%) from 2019
Liabilities
Down$0
Down $2 (-100%) from 2019
Revenue And Expenses
Revenue
Up$19,425
Up $2,711 (+16%) from 2019
Expenses
Down$11,515
Down $2,347 (-17%) from 2019
Net Income
Up$7,910
Up $5,058 (+177%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Nov 1, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $19,425
Mission and Program Overview
Mission
Support & education for mentally ill
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE SUPPORT AND EDUCATION FOR THE MENTALLY ILL AND THEIR CAREGIVERS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GWEN LEWIS | President | - | $0 | - | - |
| ROSEMARIE THORNE | 1st Vice President | - | $0 | - | - |
| ARMINE MATENTSIAN | Treasurer | - | $0 | - | - |
| CYNDI HACKETT | Secretary | - | $0 | - | - |
| MARSHA MCINNIS | 2nd Vice President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Nami Tri-valley
- EIN
- 72-1610675
- Address
- PO BOX 5563, PLEASANTON, CA 94566
Signing Officer
- Name
- Armine Matentsian
- Title
- Treasurer
- Phone
- 9259805331
- Signed
- 2021-11-01
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Rochelle Margucci Enrolled Agent
- Address
- 3041 Rumsey St, West Sacramento, CA 95691
- Preparer
- Rochelle Margucci
- Phone
- 9163728577
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description amountaffiliate fees 726conference 348e & o insurance 1,425marketing 128supplies 2,065meeting refreshments & supplies 142nami connections 6,373po box rental 118see schedule for breakdown of expenses”
Other changes in net assets or fund balances Part I line 20
“Description amountchange to fund balance see sch o (2,315)rounding 1to adjust for income of $ 2315 incorrectly shown in prior years return. Funds that were to be held for another group were incorrectly added to income shown in nami tri-valley. To correct fund balance to reflect release of funds to that group”
Description of total liabilities Part II line 26
“Category beginning of year end of yearrounding 2 0”
Raw XML Appendix178 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ARMINE MATENTSIAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9259805331 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 5563 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PLEASANTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94566 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 67729 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 73323 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 17502 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7910 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 150 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 67729 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 73323 |
| IRS990EZ/GrossReceiptsAmt | 0 | 19425 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 244 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 1679 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 67727 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 73323 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 67727 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 73323 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 40 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GWEN LEWIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROSEMARIE THORNE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ARMINE MATENTSIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CYNDI HACKETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MARSHA MCINNIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | 1ST VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | 2ND VICE PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -2314 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11325 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SUPPORT & EDUCATION FOR MENTALLY ILL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE SUPPORT AND EDUCATION FOR THE MENTALLY ILL AND THEIR CAREGIVERS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 11515 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 19425 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NAMI-TRIVALLEY.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 19180 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 16031 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24732 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 27334 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3982 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 91259 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 244 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 683 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 939 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 2335 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 2335 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 244 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 683 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 4 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 939 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.01000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.01000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99010 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99310 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 93594 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 19180 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 16031 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 27067 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 27334 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3982 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 93594 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 19424 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 16714 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 27075 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 27334 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3986 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 94533 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTAFFILIATE FEES 726CONFERENCE 348E & O INSURANCE 1,425MARKETING 128SUPPLIES 2,065MEETING REFRESHMENTS & SUPPLIES 142NAMI CONNECTIONS 6,373PO BOX RENTAL 118SEE SCHEDULE FOR BREAKDOWN OF EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTCHANGE TO FUND BALANCE SEE SCH O (2,315)ROUNDING 1TO ADJUST FOR INCOME OF $ 2315 INCORRECTLY SHOWN IN PRIOR YEARS RETURN. FUNDS THAT WERE TO BE HELD FOR ANOTHER GROUP WERE INCORRECTLY ADDED TO INCOME SHOWN IN NAMI TRI-VALLEY. TO CORRECT FUND BALANCE TO REFLECT RELEASE OF FUNDS TO THAT GROUP |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CATEGORY BEGINNING OF YEAR END OF YEARROUNDING 2 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ARMINE MATENTSIAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9259805331 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NAMI TRI-VALLEY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NAMI |
| ReturnHeader/Filer/EIN | 0 | 721610675 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 5563 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PLEASANTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94566 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 464396223 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Rochelle Margucci Enrolled Agent |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3041 Rumsey St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | West Sacramento |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95691 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9163728577 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-11-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Rochelle Margucci |
| ReturnHeader/ReturnTs | 0 | 2021-11-02T21:10:45-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ARMINE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MATENTSIAN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $73,323
- Liabilities
- $0
- Net assets
- $73,323
- Revenue
- $19,425
- Expenses
- $11,515
- Net income
- $7,910