Civic Intelligence

Nami Monterey County

990 • Fiscal year 2017 • EIN 77-0077138

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 12, 2018

Organization Profilewww.namimonterey.org
PO Box 1367Salinas, CA 93902

(831) 422-6264

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

31st percentile

-2.8%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

62nd percentile

8.2%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

335%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$294,689

Up $22,396 (+8.2%) from 2016

Net Assets

Up

$293,156

Up $20,863 (+7.7%) from 2016

Liabilities

$1,533

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin31st percentile

Revenue

Up

$204,396

Up $157,448 (+335%) from 2016

Expenses

Up

$210,092

Up $133,103 (+173%) from 2016

Net Income

Up

-$5,696

Up $24,345 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2012: $309,812Net Assets 2012: $309,8122012Assets 2013: $315,434Net Assets 2013: $315,4342013Assets 2014: $331,069Net Assets 2014: $331,0692014Assets 2015: $302,334Net Assets 2015: $302,3342015Assets 2016: $272,293Net Assets 2016: $272,2932016Assets 2017: $294,689Liabilities 2017: $1,533Net Assets 2017: $293,1562017Assets 2018: $295,384Liabilities 2018: $9,847Net Assets 2018: $285,5372018Assets 2019: $336,033Liabilities 2019: $6,077Net Assets 2019: $329,9562019Assets 2020: $348,058Liabilities 2020: $9,075Net Assets 2020: $338,9832020Assets 2021: $328,517Liabilities 2021: $1,231Net Assets 2021: $327,2862021Assets 2022: $368,569Liabilities 2022: $12,386Net Assets 2022: $356,1832022Assets 2023: $459,068Liabilities 2023: $2,271Net Assets 2023: $456,7972023Assets 2024: $562,313Liabilities 2024: $16,849Net Assets 2024: $545,4642024

Highlighted filing

2017

Assets$294,689
Liabilities$1,533
Net Assets$293,156
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $40,096Expenses 2012: $56,703Net Income 2012: -$16,6072012Revenue 2013: $46,551Expenses 2013: $40,929Net Income 2013: $5,6222013Revenue 2014: $69,708Expenses 2014: $54,073Net Income 2014: $15,6352014Revenue 2015: $39,150Expenses 2015: $67,885Net Income 2015: -$28,7352015Revenue 2016: $46,948Expenses 2016: $76,989Net Income 2016: -$30,0412016Revenue 2017: $204,396Expenses 2017: $210,092Net Income 2017: -$5,6962017Revenue 2018: $235,920Expenses 2018: $243,550Net Income 2018: -$7,6302018Revenue 2019: $251,861Expenses 2019: $208,447Net Income 2019: $43,4142019Revenue 2020: $231,949Expenses 2020: $222,766Net Income 2020: $9,1832020Revenue 2021: $166,796Expenses 2021: $177,754Net Income 2021: -$10,9582021Revenue 2022: $237,673Expenses 2022: $191,613Net Income 2022: $46,0602022Revenue 2023: $335,418Expenses 2023: $228,987Net Income 2023: $106,4312023Revenue 2024: $451,258Expenses 2024: $369,257Net Income 2024: $82,0012024

Highlighted filing

2017

Revenue$204,396
Expenses$210,092
Net Income-$5,696
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 12, 2018
Return Version
2016v3.0
Gross Receipts
$544,999
Mission and Program Overview

Mission

NAMI Monterey County offers hope and reduction of stigma associated with mental illness through education, advocacy, service access, and support for families and their loved ones living with mental illness. To this end, we seek to enhance the quality and fulfillment of their lives through wellness and recovery.

Community outreach and advocacy, education courses Peer to Peer (English/Spanish), Family to Family (English/Spanish), Provider Education, support groups, reduction of stigma, support for families with education on resources, volunteer training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$122,656$186,583▲ $63,927
Investments in Publicly Traded Securities$135,020$64,746▼ $70,274
Accounts Receivable-$29,282-
Cash and Non-Interest-Bearing Accounts$4,972$8,080▲ $3,108
Land, Buildings, and Equipment, Net$9,645$5,998▼ $3,647
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$272,293$294,689▲ $22,396
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$1,533-
Total Liabilities$0$1,533▲ $1,533
Net Assets / Fund Balance
Unrestricted Net Assets$272,293$293,156▲ $20,863
Total Net Assets Fund Balance$272,293$293,156▲ $20,863
Total Liabilities and Net Assets / Fund Balance$272,293$294,689▲ $22,396

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,330$6,311$10,641
Other Land Buildings$1,668$1,058$2,726
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Joe LivernoisPresident
Bonnie BufkinVice President
Albert SchranBoard Member
Maiko SchranBoard Member
Rosa GonzalezBoard Member
Sue Ellen StringerBoard Member
Donna AbbottSecretary
Laurie ClassenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$201,514
Program Service Revenue
$1,452
Investment Income
$1,430
Other Revenue
$0
All Other Contributions
$39,172
Change in Net Assets
$-5,696

Audited Revenue Reconciliation

Revenue per Audited Statements
$204,396
Revenue Not Reported on Form 990
$-333
Total Revenue per Audited Statements
$204,063
Total Revenue per Form 990
$204,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$134,252
Other Expenses$75,840
Total Fundraising Expense$1,077
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$97,472$13,949-$111,421
Occupancy$19,243$3,605-$22,848
Payroll Taxes$9,493$1,470-$10,963
Other Employee Benefits$9,975$173-$10,148
Office Expenses$5,975$3,468-$9,443
Fees for Services Accounting-$5,293-$5,293
Conferences and Meetings$3,441$1,258-$4,699
Depreciation Depletion$3,647$6-$3,653
Travel$2,712$306-$3,018
Insurance-$2,913-$2,913
Advertising$2,705--$2,705
Pension Plan Contributions$1,264$456-$1,720
Other Expenses$367$1,550$1,077$1,444
All Other Expenses$1,245--$1,245
Fees for Services Other-$756-$756
Information Technology$55--$55
Total Functional Expenses$171,069$37,946$1,077$210,092

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$210,092
Expenses per Audited Statements$210,091
Total Expenses per Audited Statements$210,091
Expenses Not Reported on Financial Statements$1
Other Expense Adjustments$1
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Rosa Gonzalez Rivas (board member) is the mother of Deanna Rivas (employee). Rosa does not vote on any issue involving Deanna Rivas.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is prepared by outside CPA and reviewed by the Treasurer and the board of directors before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“At an annual board retreat, Conflict of Interest Disclosure sheets are completed and signed by all board members.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation is reviewed annually when preparing for the budget to present to the county for consideration of a contract agreement for funding. Raises are reviewed by the Administrative Supervisor and the Executive Committee (President, Secretary, Treasurer).”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Those interested can contact the Organization to request its governing documents, Form 990, conflict of interest policy, and financial statements.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Form 990, Part VI, Section B, Line 15A

“The answer to this question 15a is N/A, not applicable. The computer tax program used to complete the organization's tax return does not allow N/A as an answer to this question. NAMI Monterey County does not presently employ an Executive Director. The President of the NAMI Monterey County Board of Directors acts in the capacity of an Executive Director as an unpaid volunteer.”

Filing and Contact Details

Filer

Filer Name
Nami Monterey County
EIN
77-0077138
Phone
8314226264
Address
PO Box 1367, Salinas, CA 93902

Signing Officer

Name
Laurie Classen
Title
Treasurer
Signed
2018-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Livernois
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
33

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $1”

Form 990, Part V, Question 1C

“The answer to question 1C is N/A, not applicable. The computer tax program used to complete the organization's tax return does not allow N/A as an answer to this question.”

Form 990, Part XII, Line 1

“The Organization made a change in their accounting method from cash to accrual during the year end August 31, 2017. This change was implemented to fulfill a requirement to have their financial statements audited in accordance to GAAP. This will continue to be a requirement for the Organization. This change resulted in a prior period adjustment to beginning net assets of $26,891 - see Form 990, Part XI, Line 8.”

Financial Statement Notes

Part X : FIN48 Footnote

“NAMI Monterey County was organized as a California nonprofit organization and is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and a similar provision in the California tax codes. In addition, NAMI Monterey County has been classified as an organization that is not a private foundation under Section 509(a)(2). As such, no part of the net earnings of the Organization may, in whole or in part, benefit from any private shareholder or individual. Income from certain activities not directly related to the Organizations tax exempt purpose is subject to taxation as unrelated business income. During the year ended August 31, 2017 and 2016, NAMI Monterey County had no net unrelated business taxable income.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Rounding $1”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Provide community bilingual outreach and education. Present informative speakers on issues surrounding mental illness. Provide 3,000 copies of educational newsletters. Conduct four 6 or 12-week courses that teach family members and care providers the necessary knowledge and skills to cope more effectively with their loved one's mental illness. Conduct ongoing support groups for individuals living with mental illness and for care providers who have mentally ill family members. Conduct two 10-week educational courses for individuals living with mental illness. Conduct two 5-week educational courses (or one-day abbreviated course) for professional care providers who work with individuals living with mental illness. Present educational information at community events, in English and in Spanish, to build awareness of the stigma associated with mental illness. Present to law enforcement groups to educate them on mental illness and how they can work more effectively with affected individuals and their families. Expand outreach into diverse groups focusing on Spanish speaking community, youth and senior citizens. Maintain bilingual phone line support for families of the mentally ill, which handles approximately 500 calls per year. Mail approximately 200 packets of bilingual educational resource material upon request to family members who seek to learn more about mental illness.
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IRS990/MissionDesc0Nami Monterey County offers hope and reduction of stigma associated with mental illness through education, advocacy, service access, and support for families and their loved ones living with mental illness. To this end, we seek to enhance the quality and fulfillment of their lives through wellness and recovery.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NAMI Monterey County was organized as a California nonprofit organization and is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and a similar provision in the California tax codes. In addition, NAMI Monterey County has been classified as an organization that is not a private foundation under Section 509(a)(2). As such, no part of the net earnings of the Organization may, in whole or in part, benefit from any private shareholder or individual. Income from certain activities not directly related to the Organizations tax exempt purpose is subject to taxation as unrelated business income. During the year ended August 31, 2017 and 2016, NAMI Monterey County had no net unrelated business taxable income.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Rounding $1
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rosa Gonzalez Rivas (board member) is the mother of Deanna Rivas (employee). Rosa does not vote on any issue involving Deanna Rivas.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is prepared by outside CPA and reviewed by the Treasurer and the board of directors before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At an annual board retreat, Conflict of Interest Disclosure sheets are completed and signed by all board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation is reviewed annually when preparing for the budget to present to the county for consideration of a contract agreement for funding. Raises are reviewed by the Administrative Supervisor and the Executive Committee (President, Secretary, Treasurer).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Those interested can contact the Organization to request its governing documents, Form 990, conflict of interest policy, and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding = $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The answer to question 1C is N/A, not applicable. The computer tax program used to complete the organization's tax return does not allow N/A as an answer to this question.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The answer to this question 15a is N/A, not applicable. The computer tax program used to complete the organization's tax return does not allow N/A as an answer to this question. NAMI Monterey County does not presently employ an Executive Director. The President of the NAMI Monterey County Board of Directors acts in the capacity of an Executive Director as an unpaid volunteer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9The Organization made a change in their accounting method from cash to accrual during the year end August 31, 2017. This change was implemented to fulfill a requirement to have their financial statements audited in accordance to GAAP. This will continue to be a requirement for the Organization. This change resulted in a prior period adjustment to beginning net assets of $26,891 - see Form 990, Part XI, Line 8.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part V, Question 1C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part XII, Line 1
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$294,689
Liabilities
$1,533
Net assets
$293,156
Revenue
$204,396
Expenses
$210,092
Net income
-$5,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.62$0.17$5.45$4.51$3.69$0.82
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.02$4.57$3.35$2.29$1.06
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.12$3.56$2.38$1.92$0.46
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.01$3.27$1.67$1.78$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.09$3.39$2.32$2.23$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.36$0.06$3.30$2.52$2.08$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.10$2.86$2.36$2.44$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.02$2.93$2.04$2.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.72$2.72$0.47$0.77$0.30
2015Detailed filing. Detailed filing data is available for this year.$3.02$3.02$0.39$0.68$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.31$3.31$0.70$0.54$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$3.15$0.47$0.41$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$3.10$0.40$0.57$0.17