Civic Intelligence

Nami Monterey County

990 • Fiscal year 2018 • EIN 77-0077138

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 07, 2019

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

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.04x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

33rd percentile

-3.2%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$295,384

Up $695 (+0.2%) from 2017

Net Assets

Down

$285,537

Down $7,619 (-2.6%) from 2017

Liabilities

Up

$9,847

Up $8,314 (+542%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin33rd percentile

Revenue

Up

$235,920

Up $31,524 (+15%) from 2017

Expenses

Up

$243,550

Up $33,458 (+16%) from 2017

Net Income

Down

-$7,630

Down $1,934 (-34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2018

Assets$295,384
Liabilities$9,847
Net Assets$285,537
Open 2018 Filing

Operations Trend

Revenue Growth68th 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

2018

Revenue$235,920
Expenses$243,550
Net Income-$7,630
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 7, 2019
Return Version
2017v2.2
Gross Receipts
$312,655
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, access to resources, support and education for families, volunteer training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$186,583$160,495▼ $26,088
Investments in Publicly Traded Securities$64,746$75,267▲ $10,521
Cash and Non-Interest-Bearing Accounts$8,080$31,940▲ $23,860
Accounts Receivable$29,282$14,641▼ $14,641
Land, Buildings, and Equipment, Net$5,998$13,041▲ $7,043
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$294,689$295,384▲ $695
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,533$9,847▲ $8,314
Total Liabilities$1,533$9,847▲ $8,314
Net Assets / Fund Balance
Unrestricted Net Assets$293,156$285,537▼ $7,619
Total Net Assets Fund Balance$293,156$285,537▼ $7,619
Total Liabilities and Net Assets / Fund Balance$294,689$295,384▲ $695

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,849$9,454$21,303
Other Land Buildings$1,192$1,534$2,726
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Joe LivernoisPresident
Bonnie BufkinVice President
Rory Gomez-AaronsBoard Member
Sue Ellen StringerBoard Member
Donna AbbottSecretary
Laurie ClassenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$232,700
Program Service Revenue
$1,290
Investment Income
$1,930
Other Revenue
$0
All Other Contributions
$57,000
Change in Net Assets
$-7,630

Audited Revenue Reconciliation

Revenue per Audited Statements
$235,920
Revenue Not Reported on Form 990
$12
Total Revenue per Audited Statements
$235,932
Total Revenue per Form 990
$235,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$136,852
Other Expenses$106,698
Total Fundraising Expense$774
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$112,879--$112,879
Fees for Services Accounting-$29,101-$29,101
Occupancy$22,047$1,592-$23,639
Other Employee Benefits$10,910--$10,910
Payroll Taxes$10,893--$10,893
Office Expenses$5,425$4,373-$9,798
Fees for Services Other$8,175$781-$8,956
Insurance$100$4,381-$4,481
Depreciation Depletion$3,619$18-$3,637
All Other Expenses$1,323$275$774$2,372
Travel$2,263$86-$2,349
Pension Plan Contributions$2,170--$2,170
Other Expenses$2,084$1,100-$1,100
Conferences and Meetings$1,054--$1,054
Advertising$958--$958
Total Functional Expenses$199,668$43,108$774$243,550

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$243,551
Expenses per Audited Statements$243,550
Total Expenses per Form 990$243,550
Expenses Not Reported on Form 990$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
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4: Description of Significant Changes to Organizational Documents

“The Organization's Bylaws were amended to be more consistent with the wording of NAMI National's Bylaws during the year.”

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

“The 990 is presented to the Board for review prior to 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

“Staff compensation is reviewed annually when preparing for the budget. Raises are reviewed by the Administrative Supervisor and the Executive Committee (President, Vice-President, Secretary, Treasurer).”

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

“The Organization makes its financial statements, conflict of interest policy, and governing documents available upon request.”

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
2019-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Livernois
Formed
1984
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
8
Volunteers
44

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 Decreases

“Rounding = -$1”

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 Organization's tax-exempt purpose is subject to taxation as unrelated business income. During the year ended August 31, 2018, NAMI Monterey County had no net unrelated business taxable income.”

Part XII, Line 2D: Other expenses and losses per audited 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 bilingual outreach and education on mental illness. 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 (approximately 500 calls per year) for individuals affected by mental illness. 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/OccupancyGrp/TotalAmt023639
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04373
IRS990/OfficeExpensesGrp/ProgramServicesAmt05425
IRS990/OfficeExpensesGrp/TotalAmt09798
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010910
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010910
IRS990/OtherExpensesGrp/Desc0Educational Materials
IRS990/OtherExpensesGrp/Desc1Training
IRS990/OtherExpensesGrp/Desc2Newsletter
IRS990/OtherExpensesGrp/Desc3Maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01401
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11100
IRS990/OtherExpensesGrp/ProgramServicesAmt013702
IRS990/OtherExpensesGrp/ProgramServicesAmt12066
IRS990/OtherExpensesGrp/ProgramServicesAmt22084
IRS990/OtherExpensesGrp/TotalAmt013702
IRS990/OtherExpensesGrp/TotalAmt13467
IRS990/OtherExpensesGrp/TotalAmt22084
IRS990/OtherExpensesGrp/TotalAmt31100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0112879
IRS990/OtherSalariesAndWagesGrp/TotalAmt0112879
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt010893
IRS990/PayrollTaxesGrp/TotalAmt010893
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02170
IRS990/PensionPlanContributionsGrp/TotalAmt02170
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Joe Livernois
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621400
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01290
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01290
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0201514
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01430
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt075840
IRS990/PYProgramServiceRevenueAmt01452
IRS990/PYRevenuesLessExpensesAmt0-5696
IRS990/PYSalariesCompEmpBnftPaidAmt0134252
IRS990/PYTotalExpensesAmt0210092
IRS990/PYTotalRevenueAmt0204396
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-7630
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01290
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0186583
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0233990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0202966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt052467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0574726
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05024
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015852
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90310
IRS990ScheduleA/PublicSupportPY170Pct00.89460
IRS990ScheduleA/PublicSupportTotal170Amt0533350
IRS990ScheduleA/SubstantialContributorsTotAmt041376
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0233990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0202966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt052467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057206
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0574726
IRS990ScheduleA/TotalSupportAmt0590578
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt011849
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09454
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021303
IRS990ScheduleD/ExpensesNotReportedAmt01
IRS990ScheduleD/ExpensesSubtotalAmt0243550
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012
IRS990ScheduleD/OtherExpensesIncludedAmt01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01192
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01534
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02726
IRS990ScheduleD/RevenueNotReportedAmt012
IRS990ScheduleD/RevenueSubtotalAmt0235920
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 Organization's tax-exempt purpose is subject to taxation as unrelated business income. During the year ended August 31, 2018, 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 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013041
IRS990ScheduleD/TotalExpensesPerForm990Amt0243550
IRS990ScheduleD/TotalRevenuePerForm990Amt0235920
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0235932
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0243551
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization's Bylaws were amended to be more consistent with the wording of NAMI National's Bylaws during the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is presented to the Board for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At an annual board retreat, Conflict of Interest Disclosure sheets are completed and signed by all board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff compensation is reviewed annually when preparing for the budget. Raises are reviewed by the Administrative Supervisor and the Executive Committee (President, Vice-President, Secretary, Treasurer).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization makes its financial statements, conflict of interest policy, and governing documents available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rounding = -$1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The 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/FormAndLineReferenceDesc0Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents
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 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 15a
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0294689
IRS990/TotalAssetsEOYAmt0295384
IRS990/TotalAssetsGrp/BOYAmt0294689
IRS990/TotalAssetsGrp/EOYAmt0295384
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0232700
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0774
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043108
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0199668
IRS990/TotalFunctionalExpensesGrp/TotalAmt0243550
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01533
IRS990/TotalLiabilitiesEOYAmt09847
IRS990/TotalLiabilitiesGrp/BOYAmt01533
IRS990/TotalLiabilitiesGrp/EOYAmt09847
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0293156
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0285537
IRS990/TotalProgramServiceExpensesAmt0199668
IRS990/TotalProgramServiceRevenueAmt01290
IRS990/TotalRevenueGrp/ExclusionAmt01930
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01290

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,384
Liabilities
$9,847
Net assets
$285,537
Revenue
$235,920
Expenses
$243,550
Net income
-$7,630
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