Civic Intelligence

Nami Texas Inc.

990 • Fiscal year 2018 • EIN 74-2380175

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

PO Box 300817Austin, TX 78703

(512) 693-2000

Siviq Scores

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

Liabilities / Assets

76th percentile

0.26x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.12x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

61st percentile

8.2%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

77th percentile

$70,380

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$264,483

Up $40,035 (+18%) from 2017

Net Assets

Up

$196,886

Up $44,849 (+29%) from 2017

Liabilities

Down

$67,597

Down $4,814 (-6.6%) from 2017

Revenue

Up

$550,073

Up $159,312 (+41%) from 2017

Expenses

Down

$505,224

Down $2,643 (-0.5%) from 2017

Net Income

Up

$44,849

Up $161,955 (+138%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $637,812Liabilities 2011: $98,286Net Assets 2011: $539,5262011Assets 2012: $570,654Liabilities 2012: $198,178Net Assets 2012: $372,4762012Assets 2013: $384,562Liabilities 2013: $33,549Net Assets 2013: $351,0132013Assets 2014: $203,225Liabilities 2014: $8,548Net Assets 2014: $194,6772014Assets 2015: $235,105Liabilities 2015: $7,165Net Assets 2015: $227,9402015Assets 2016: $287,058Liabilities 2016: $17,915Net Assets 2016: $269,1432016Assets 2017: $224,448Liabilities 2017: $72,411Net Assets 2017: $152,0372017Assets 2018: $264,483Liabilities 2018: $67,597Net Assets 2018: $196,8862018Assets 2019: $395,088Liabilities 2019: $274,560Net Assets 2019: $120,5282019Assets 2020: $476,371Liabilities 2020: $184,157Net Assets 2020: $292,2142020Assets 2021: $859,014Liabilities 2021: $199,774Net Assets 2021: $659,2402021Assets 2022: $1,184,514Liabilities 2022: $212,131Net Assets 2022: $972,3832022Assets 2023: $1,270,748Liabilities 2023: $370,435Net Assets 2023: $900,3132023Assets 2024: $1,333,567Liabilities 2024: $391,935Net Assets 2024: $941,6322024

Highlighted filing

2018

Assets$264,483
Liabilities$67,597
Net Assets$196,886

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $766,237Expenses 2011: $996,604Net Income 2011: -$230,3672011Revenue 2012: $1,335,609Expenses 2012: $1,299,798Net Income 2012: $35,8112012Revenue 2013: $1,145,850Expenses 2013: $1,167,313Net Income 2013: -$21,4632013Revenue 2014: $340,805Expenses 2014: $497,141Net Income 2014: -$156,3362014Revenue 2015: $200,824Expenses 2015: $167,561Net Income 2015: $33,2632015Revenue 2016: $356,217Expenses 2016: $315,014Net Income 2016: $41,2032016Revenue 2017: $390,761Expenses 2017: $507,867Net Income 2017: -$117,1062017Revenue 2018: $550,073Expenses 2018: $505,224Net Income 2018: $44,8492018Revenue 2019: $545,437Expenses 2019: $621,795Net Income 2019: -$76,3582019Revenue 2020: $549,492Expenses 2020: $487,102Net Income 2020: $62,3902020Revenue 2021: $927,667Expenses 2021: $560,641Net Income 2021: $367,0262021Revenue 2022: $919,258Expenses 2022: $606,115Net Income 2022: $313,1432022Revenue 2023: $734,087Expenses 2023: $806,157Net Income 2023: -$72,0702023Revenue 2024: $851,142Expenses 2024: $859,823Net Income 2024: -$8,6812024

Highlighted filing

2018

Revenue$550,073
Expenses$505,224
Net Income$44,849
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$550,073
Mission and Program Overview

Mission

To help improve the quality of life for people affected by mental illness through education

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$37,497$123,628▲ $86,131
Savings and Temporary Cash Investments-$91,486-
Cash and Non-Interest-Bearing Accounts$186,473$48,986▼ $137,487
Land, Buildings, and Equipment, Net$478$383▼ $95
Total Assets$224,448$264,483▲ $40,035
Liabilities
Other Liabilities-$64,231-
Accounts Payable and Accrued Expenses$72,411$3,366▼ $69,045
Total Liabilities$72,411$67,597▼ $4,814
Net Assets / Fund Balance
Unrestricted Net Assets$152,037$196,886▲ $44,849
Total Net Assets Fund Balance$152,037$196,886▲ $44,849
Total Liabilities and Net Assets / Fund Balance$224,448$264,483▲ $40,035

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$383$285$668
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly DoggettExecutive DirectorFT$69,374$1,006$70,380

Board Members and Trustees

NameTitle
John DornheimPresident
Yvonne BroachVice President
Aimee Mobley-TurneyDirector
Andrew HornerDirector
Elise BanksDirector
Harold Hal MeyerDirector
Herb CotnerDirector
Jess FloresDirector
Linda CantuDirector
Linda DenkeDirector
Sherry CusumanoDirector
Cynthia SwainSecretary
Bill MatthewsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$410,270
Program Service Revenue
$134,453
Investment Income
$49
Other Revenue
$5,301
All Other Contributions
$354,341
Change in Net Assets
$44,849

Audited Revenue Reconciliation

Revenue per Audited Statements
$550,073
Total Revenue per Audited Statements
$550,073
Total Revenue per Form 990
$550,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$284,809
Other Expenses$220,415
Total Fundraising Expense$33,715
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$130,898$17,776$12,928$161,602
Current Officers, Directors, Trustees, and Key Employees$61,614$8,367$6,085$76,066
Conferences and Meetings$48,486$0$0$48,486
Other Employee Benefits$20,533$2,788$2,028$25,349
Payroll Taxes$17,652$2,397$1,743$21,792
Fees for Services Accounting$9,984$1,356$986$12,326
Travel$9,513$1,292$939$11,744
Fees for Services Other$7,105$965$702$8,772
Office Expenses$6,444$820$595$7,859
All Other Expenses$3,325$778$563$4,666
Advertising$3,347$455$331$4,133
Occupancy$1,670$227$165$2,062
Other Expenses$1,072$0$0$1,072
Insurance$595$81$59$735
Interest$454$62$45$561
Depreciation Depletion$77$10$8$95
Total Functional Expenses$434,135$37,374$33,715$505,224

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$505,224
Total Expenses per Audited Statements$505,224
Total Expenses per Form 990$505,224
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Texas Suicide Prevention$63,590
Due to Affiliates$641
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
NAMI Texas Inc
EIN
74-2380175
Phone
5126932000
Address
PO Box 300817, Austin, TX 78703

Signing Officer

Name
Greg Hansch
Title
Executive Director
Phone
5126932000
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Hansch
Formed
1984
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
12

Preparer

Firm
Montemayor Britton Bender PC
Address
2525 Wallingwood Drive Bldg 1 Ste 2, Austin, TX 78746
Preparer
Sean Bender CPA
Phone
5124420380
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization has members that pay dues and exercise privileges.

Pt VI, Line 7A

Members in good standing nominate and elect the Board of Directors.

Pt VI, Line 7B

Members in good standing may elect to amend the bylaws. A 2/3 majority vote at an Annual or Special meeting is required to amend or revise the bylaws.

Pt VI, Line 11B

Board members are provided training on board policies including the conflict of interest policy. Board members are required to disclose any potential conflicts of interest for the board to consider prior to voting.

Pt VI, Line 12C

The organization meets regularly to review and discuss operations and to review the conflict of interest and the whistleblower policies. The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Pt VI, Line 15A

The executive committee serves as the compensation committee and is made up of independent persons. The executive committee reviews the Executive Director's compensation as part of the budget process and recommends the annual budget to the board of directors for their approval.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0820
IRS990/OfficeExpensesGrp/ProgramServicesAmt06444
IRS990/OfficeExpensesGrp/TotalAmt07859
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02028
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02788
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020533
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025349
IRS990/OtherExpensesGrp/Desc0Public Policy & Advocacy
IRS990/OtherExpensesGrp/Desc1Fundraising
IRS990/OtherExpensesGrp/Desc2Affiliates
IRS990/OtherExpensesGrp/Desc3Trainings
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt16538
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt04018
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt2107348
IRS990/OtherExpensesGrp/ProgramServicesAmt31072
IRS990/OtherExpensesGrp/TotalAmt04018
IRS990/OtherExpensesGrp/TotalAmt16538
IRS990/OtherExpensesGrp/TotalAmt2107348
IRS990/OtherExpensesGrp/TotalAmt31072
IRS990/OtherLiabilitiesGrp/EOYAmt064231
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt05301
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05301
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt05301
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012928
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017776
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0130898
IRS990/OtherSalariesAndWagesGrp/TotalAmt0161602
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01743
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02397
IRS990/PayrollTaxesGrp/ProgramServicesAmt017652
IRS990/PayrollTaxesGrp/TotalAmt021792
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Greg Hansch
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Training & Program Services
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0134453
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0277082
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036
IRS990/PYOtherExpensesAmt0252762
IRS990/PYProgramServiceRevenueAmt0113643
IRS990/PYRevenuesLessExpensesAmt0-117106
IRS990/PYSalariesCompEmpBnftPaidAmt0255105
IRS990/PYTotalExpensesAmt0507867
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0390761
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt044849
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0134453
IRS990/SavingsAndTempCashInvstGrp/EOYAmt091486
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Other Income 2018: 5301.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0410270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0387725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0356183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0168015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0340757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01662950
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0202
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0265693
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05301
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05301
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94380
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01574688
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt088262
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0410270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0387725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0356183
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0168015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0340757
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01662950
IRS990ScheduleA/TotalSupportAmt01668453
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0383
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0285
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0668
IRS990ScheduleD/ExpensesSubtotalAmt0505224
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0641
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt163590
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Affiliates
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Texas Suicide Prevention
IRS990ScheduleD/RevenueSubtotalAmt0550073
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0383
IRS990ScheduleD/TotalExpensesPerForm990Amt0505224
IRS990ScheduleD/TotalLiabilityAmt064231

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.39$0.94$0.85$0.86$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.37$0.90$0.73$0.81$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.21$0.97$0.92$0.61$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.20$0.66$0.93$0.56$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.18$0.29$0.55$0.49$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.27$0.12$0.55$0.62$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.07$0.20$0.55$0.51$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.07$0.15$0.39$0.51$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.02$0.27$0.36$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$0.20$0.17$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$0.34$0.50$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.35$1.15$1.17$0.02
2012Summary only. Only limited summary data is available for this year.$0.57$0.20$0.37$1.34$1.30$0.04
2011Summary only. Only limited summary data is available for this year.$0.64$0.10$0.54$0.77$1.00$0.23