Civic Intelligence

Nami of Tulsa Inc

990EZ • Fiscal year 2017 • EIN 73-1351984

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 16, 2017

Organization ProfileNAMITULSA.ORG
708 S Boston AveTulsa, OK 74119

(918) 587-6264

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$16,961

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 48.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$79,241

Down $10,591 (-12%) from 2016

Net Assets

Down

$77,994

Down $10,525 (-12%) from 2016

Liabilities

Down

$1,247

Down $66 (-5.0%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin12th percentile

Revenue

Down

$34,990

Down $8,786 (-20%) from 2016

Expenses

Up

$45,515

Up $7,696 (+20%) from 2016

Net Income

Down

-$10,525

Down $16,482 (-277%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$300K$200K$100K$0Assets 2010: $73,394Liabilities 2010: $471Net Assets 2010: $72,9232010Assets 2011: $70,907Liabilities 2011: $476Net Assets 2011: $70,4312011Assets 2012: $74,510Liabilities 2012: $354Net Assets 2012: $74,1562012Assets 2013: $76,313Liabilities 2013: $407Net Assets 2013: $75,9062013Assets 2014: $81,483Liabilities 2014: $02014Assets 2015: $84,021Liabilities 2015: $0Net Assets 2015: $84,0212015Assets 2016: $89,832Liabilities 2016: $1,313Net Assets 2016: $88,5192016Assets 2017: $79,241Liabilities 2017: $1,247Net Assets 2017: $77,9942017Assets 2022: $133,124Liabilities 2022: $0Net Assets 2022: $133,1242022Assets 2023: $163,248Liabilities 2023: $0Net Assets 2023: $163,2482023Assets 2024: $230,204Liabilities 2024: $0Net Assets 2024: $230,2042024

Highlighted filing

2017

Assets$79,241
Liabilities$1,247
Net Assets$77,994
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $25,749Expenses 2010: $31,440Net Income 2010: -$5,6912010Revenue 2011: $29,190Expenses 2011: $31,682Net Income 2011: -$2,4922011Revenue 2012: $34,336Expenses 2012: $30,611Net Income 2012: $3,7252012Revenue 2013: $34,608Expenses 2013: $32,858Net Income 2013: $1,7502013Revenue 2014: $37,672Expenses 2014: $32,095Net Income 2014: $5,5772014Revenue 2015: $37,701Expenses 2015: $35,994Net Income 2015: $1,7072015Revenue 2016: $43,776Expenses 2016: $37,819Net Income 2016: $5,9572016Revenue 2017: $34,990Expenses 2017: $45,515Net Income 2017: -$10,5252017Revenue 2022: $102,291Expenses 2022: $50,630Net Income 2022: $51,6612022Revenue 2023: $72,082Expenses 2023: $41,143Net Income 2023: $30,9392023Revenue 2024: $92,148Expenses 2024: $39,740Net Income 2024: $52,4082024

Highlighted filing

2017

Revenue$34,990
Expenses$45,515
Net Income-$10,525
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 16, 2017
Return Version
2017v2.2
Gross Receipts
$34,990
Mission and Program Overview

Mission

Support, education, advocacy & resources

SUPPORT FOR MENTALL ILL

Program Services

DescriptionGrantsExpenses
SHORT TERM HOUSING AND SUPPORT THROUGH RED ROCK PACT TREADY AND CROSS ROADS CLUBHOUSE$22,050-
FAMILY EDUCATION CLASSES RELATIVE TO UNDERSTANDING MENTAL ILLNESSES$3,925-
GENERAL COMMUNITY EDUCATION RELATIVE TO MENTAL ILLNESS$1,284-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSELIE WELLEROffice ManagerPT$16,961-$16,961
STEVE BAKERPast PresidentPT$0--
AMY HOLMGRENPresidentPT$0--
JENNY SELLERSVice PresidentPT$0--
MARY E JONESSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Nami Tulsa
EIN
73-1351984
Address
708 S BOSTON AVE, TULSA, OK 74119

Signing Officer

Name
Amy Holmgren
Title
President
Phone
9185876264
Signed
2017-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Patricia a Collins CPA Pllc
Address
PO BOX 701026, TULSA, OK 74170-1026
Preparer
Patricia A Collins
Phone
9187437026
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amounttelephone 2,077supplies 372insurance 3,693banking 171auto expense 164other rents 360fees & permits 315conference expense 1,650monthly meetings 576payroll taxes 1,298web site 221miscellaneous 70special events 1,369dues & subscriptions 262training 960security 1,325donations 72”

Description of other assets Part II line 24

“Category beginning of year end of yearprepaid bulk mail 332 222prepaid insurance 1,675 1,265furniture & fixtures 2,359 2,999”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll taxes 1,124 1,247other current liabilities 189 0”

Raw XML Appendix168 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/PhoneNum09185876264
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0708 S BOSTON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085466
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074755
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06644
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10525
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03945
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt079241
IRS990EZ/GrossReceiptsAmt034990
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt01087
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01284
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088519
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077994
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077994
IRS990EZ/OccupancyRentUtltsAndMaintAmt07647
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt416961
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY HOLMGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY SELLERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY E JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROSELIE WELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OFFICE MANAGER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04366
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04486
IRS990EZ/OtherExpensesTotalAmt014955
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR MENTALL ILL
IRS990EZ/PrintingPublicationsPostageAmt02007
IRS990EZ/ProgramServiceRevenueAmt025975
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FAMILY EDUCATION CLASSES RELATIVE TO UNDERSTANDING MENTAL ILLNESSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SHORT TERM HOUSING AND SUPPORT THROUGH RED ROCK PACT TREADY AND CROSS ROADS CLUBHOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GENERAL COMMUNITY EDUCATION RELATIVE TO MENTAL ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03925
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt122050
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21284
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016961
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01313
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01247
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045515
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt034990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0160317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01088
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0148
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0114
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02496
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011424
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04621
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03816
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08437
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93620
IRS990ScheduleA/PublicSupportPY170Pct00.92920
IRS990ScheduleA/PublicSupportTotal170Amt0160317
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032132
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0160317
IRS990ScheduleA/TotalSupportAmt0171250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTTELEPHONE 2,077SUPPLIES 372INSURANCE 3,693BANKING 171AUTO EXPENSE 164OTHER RENTS 360FEES & PERMITS 315CONFERENCE EXPENSE 1,650MONTHLY MEETINGS 576PAYROLL TAXES 1,298WEB SITE 221MISCELLANEOUS 70SPECIAL EVENTS 1,369DUES & SUBSCRIPTIONS 262TRAINING 960SECURITY 1,325DONATIONS 72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARPREPAID BULK MAIL 332 222PREPAID INSURANCE 1,675 1,265FURNITURE & FIXTURES 2,359 2,999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAXES 1,124 1,247OTHER CURRENT LIABILITIES 189 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY HOLMGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09185876264
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI TULSA
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0731351984
ReturnHeader/Filer/USAddress/AddressLine1Txt0708 S BOSTON AVE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074119
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C3E898EF2129E40ABE7718E0A6AEF15637A04BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C3E898EF2129E40ABE7718E0A6AEF15637A04BF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId073754820180615xlauq4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-03-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.169.55.213
ReturnHeader/FilingSecurityInformation/IPDt02018-03-02
ReturnHeader/FilingSecurityInformation/IPTm011:10:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICIA A COLLINS CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 701026
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741701026
ReturnHeader/PreparerPersonGrp/PhoneNum09187437026
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia A Collins
ReturnHeader/ReturnTs02018-02-19T12:42:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,241
Liabilities
$1,247
Net assets
$77,994
Revenue
$34,990
Expenses
$45,515
Net income
-$10,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.92$0.40$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.72$0.41$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.02$0.51$0.52
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.35$0.46$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$0.44$0.38$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.38$0.36$0.02
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.38$0.32$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.35$0.33$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.74$0.34$0.31$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.70$0.29$0.32$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.26$0.31$0.06