Civic Intelligence

Nami Monterey County

990 • Fiscal year 2019 • EIN 77-0077138

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 14, 2020

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

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$336,033

Up $40,649 (+14%) from 2018

Net Assets

Up

$329,956

Up $44,419 (+16%) from 2018

Liabilities

Down

$6,077

Down $3,770 (-38%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin73rd percentile

Revenue

Up

$251,861

Up $15,941 (+6.8%) from 2018

Expenses

Down

$208,447

Down $35,103 (-14%) from 2018

Net Income

Up

$43,414

Up $51,044 (+669%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2019

Assets$336,033
Liabilities$6,077
Net Assets$329,956
Open 2019 Filing

Operations Trend

Revenue Growth59th 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

2019

Revenue$251,861
Expenses$208,447
Net Income$43,414
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 14, 2020
Return Version
2018v3.1
Gross Receipts
$251,861
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$160,495$195,625▲ $35,130
Investments in Publicly Traded Securities$75,267$67,880▼ $7,387
Accounts Receivable$14,641$34,282▲ $19,641
Cash and Non-Interest-Bearing Accounts$31,940$30,310▼ $1,630
Land, Buildings, and Equipment, Net$13,041$7,936▼ $5,105
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$295,384$336,033▲ $40,649
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$9,847$6,077▼ $3,770
Total Liabilities$9,847$6,077▼ $3,770
Net Assets / Fund Balance
Unrestricted Net Assets$285,537$329,956▲ $44,419
Total Net Assets Fund Balance$285,537$329,956▲ $44,419
Total Liabilities and Net Assets / Fund Balance$295,384$336,033▲ $40,649

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,085$14,218$21,303
Other Land Buildings$851$1,875$2,726
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Joe LivernoisPresident
Rory Gomez-AaronsVice President
Sue Ellen StringerDirector
Rosa Rivas GonzalesFormer Director
Bonnie BufkinFormer VP
Donna AbbottSecretary
Laurie ClassenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,629
Program Service Revenue
$1,495
Investment Income
$5,737
Other Revenue
$0
All Other Contributions
$68,929
Change in Net Assets
$43,414

Audited Revenue Reconciliation

Revenue per Audited Statements
$251,861
Revenue Not Reported on Form 990
$1,005
Total Revenue per Audited Statements
$252,866
Total Revenue per Form 990
$251,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$113,758
Other Expenses$94,689
Total Fundraising Expense$1,441
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,046$23,251-$91,297
Occupancy$21,783$1,336-$23,119
Fees for Services Accounting-$21,300-$21,300
Office Expenses$11,960$2,176-$14,136
Other Employee Benefits$8,508$4,070-$12,578
Payroll Taxes$7,216$2,534-$9,750
Fees for Services Other$5,495$543-$6,038
Depreciation Depletion-$5,105-$5,105
Insurance-$4,621-$4,621
Advertising$2,326$493-$2,819
Travel$2,234--$2,234
Conferences and Meetings$1,454--$1,454
Other Expenses$1,286$135$1,116$1,421
All Other Expenses-$1,350-$1,350
Pension Plan Contributions$133--$133
Total Functional Expenses$137,737$69,269$1,441$208,447

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$208,447
Total Expenses per Audited Statements$208,447
Total Expenses per Form 990$208,447
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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 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 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 and 15B

“The answer to this question 15a and 15b 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 or other key employees. 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
2020-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Livernois
Formed
1984
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
30

Preparer

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

Financial Statement Notes

Part X : FIN48 Footnote

“NAMI Monterey County was organized as a California nonprofit organization and is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and from state income taxes under California Revenue and Taxation Code Section 23701(d). In addition, NAMI Monterey County has been classified as an organization that is not a private foundation under IRC Section 509(a)(2). As such, no part of the net earnings of the Organization may, in whole or in part, benefit 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, 2019, NAMI Monterey County has no net unrelated business taxable income.”

Raw XML AppendixShowing 400 of 451 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09847
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06077
IRS990/AccountsReceivableGrp/BOYAmt014641
IRS990/AccountsReceivableGrp/EOYAmt034282
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Community 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0493
IRS990/AdvertisingGrp/ProgramServicesAmt02326
IRS990/AdvertisingGrp/TotalAmt02819
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt068929
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01350
IRS990/AllOtherExpensesGrp/TotalAmt01350
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Laurie Classen
IRS990/BooksInCareOfDetail/PhoneNum08314226264
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01020 Merrill St Suite 1015
IRS990/BooksInCareOfDetail/USAddress/CityNm0Salinas
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093901
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt031940
IRS990/CashNonInterestBearingGrp/EOYAmt030310
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01454
IRS990/ConferencesMeetingsGrp/TotalAmt01454
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0244629
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05737
IRS990/CYOtherExpensesAmt094689
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01495
IRS990/CYRevenuesLessExpensesAmt043414
IRS990/CYSalariesCompEmpBnftPaidAmt0113758
IRS990/CYTotalExpensesAmt0208447
IRS990/CYTotalFundraisingExpenseAmt01441
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0251861
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05105
IRS990/DepreciationDepletionGrp/TotalAmt05105
IRS990/Desc0Provide bilingual outreach and education on mental illness. Present informative speakers on issues surrounding mental illness. Provide hard and digital 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. 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 attempting to reach 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0137737
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021300
IRS990/FeesForServicesAccountingGrp/TotalAmt021300
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0543
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05495
IRS990/FeesForServicesOtherGrp/TotalAmt06038
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Joe Livernois
IRS990/Form990PartVIISectionAGrp/PersonNm1Rosa Rivas Gonzales
IRS990/Form990PartVIISectionAGrp/PersonNm2Laurie Classen
IRS990/Form990PartVIISectionAGrp/PersonNm3Donna Abbott
IRS990/Form990PartVIISectionAGrp/PersonNm4Sue Ellen Stringer
IRS990/Form990PartVIISectionAGrp/PersonNm5Bonnie Bufkin
IRS990/Form990PartVIISectionAGrp/PersonNm6Rory Gomez-Aarons
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Former Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Former VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0175700
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0251861
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04621
IRS990/InsuranceGrp/TotalAmt04621
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt05737
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05737
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt075267
IRS990/InvestmentsPubTradedSecGrp/EOYAmt067880
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016093
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013041
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07936
IRS990/LandBldgEquipCostOrOtherBssAmt024029
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0285537
IRS990/NetAssetsOrFundBalancesEOYAmt0329956
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01005
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01336
IRS990/OccupancyGrp/ProgramServicesAmt021783
IRS990/OccupancyGrp/TotalAmt023119
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02176
IRS990/OfficeExpensesGrp/ProgramServicesAmt011960
IRS990/OfficeExpensesGrp/TotalAmt014136
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04070
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08508
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012578
IRS990/OtherExpensesGrp/Desc0Educational Materials
IRS990/OtherExpensesGrp/Desc1Dues and memberships
IRS990/OtherExpensesGrp/Desc2Training
IRS990/OtherExpensesGrp/Desc3Other
IRS990/OtherExpensesGrp/FundraisingAmt0325
IRS990/OtherExpensesGrp/FundraisingAmt11116
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01907
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1448
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2135
IRS990/OtherExpensesGrp/ProgramServicesAmt04710
IRS990/OtherExpensesGrp/ProgramServicesAmt1407
IRS990/OtherExpensesGrp/ProgramServicesAmt22179
IRS990/OtherExpensesGrp/ProgramServicesAmt31286
IRS990/OtherExpensesGrp/TotalAmt05035
IRS990/OtherExpensesGrp/TotalAmt13430
IRS990/OtherExpensesGrp/TotalAmt22627
IRS990/OtherExpensesGrp/TotalAmt31421
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023251
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt068046
IRS990/OtherSalariesAndWagesGrp/TotalAmt091297
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02534
IRS990/PayrollTaxesGrp/ProgramServicesAmt07216
IRS990/PayrollTaxesGrp/TotalAmt09750
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0133
IRS990/PensionPlanContributionsGrp/TotalAmt0133
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Joe Livernois
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621400
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01495
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0232700
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01930
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0106698
IRS990/PYProgramServiceRevenueAmt01290
IRS990/PYRevenuesLessExpensesAmt0-7630
IRS990/PYSalariesCompEmpBnftPaidAmt0136852
IRS990/PYTotalExpensesAmt0243550
IRS990/PYTotalRevenueAmt0235920
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt043414
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01495
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0160495
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0195625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0246124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0233990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0202966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0763644
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04266
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016715
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91670
IRS990ScheduleA/PublicSupportPY170Pct00.90310
IRS990ScheduleA/PublicSupportTotal170Amt0715358
IRS990ScheduleA/SubstantialContributorsTotAmt048286
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0246124
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0233990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0202966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028097
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0763644
IRS990ScheduleA/TotalSupportAmt0780359
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/BookValueAmt07085
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014218
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021303
IRS990ScheduleD/ExpensesSubtotalAmt0208447
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01005
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0851
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01875
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02726
IRS990ScheduleD/RevenueNotReportedAmt01005
IRS990ScheduleD/RevenueSubtotalAmt0251861
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NAMI Monterey County was organized as a California nonprofit organization and is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and from state income taxes under California Revenue and Taxation Code Section 23701(d). In addition, NAMI Monterey County has been classified as an organization that is not a private foundation under IRC Section 509(a)(2). As such, no part of the net earnings of the Organization may, in whole or in part, benefit 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, 2019, NAMI Monterey County has no net unrelated business taxable income.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07936
IRS990ScheduleD/TotalExpensesPerForm990Amt0208447
IRS990ScheduleD/TotalRevenuePerForm990Amt0251861
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0252866
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0208447
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is presented to the Board for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1At an annual board retreat, Conflict of Interest Disclosure sheets are completed and signed by all board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization makes its financial statements, conflict of interest policy, and governing documents available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The answer to this question 15a and 15b 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 or other key employees. 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 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a and 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0295384
IRS990/TotalAssetsEOYAmt0336033
IRS990/TotalAssetsGrp/BOYAmt0295384
IRS990/TotalAssetsGrp/EOYAmt0336033
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0244629
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01441
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137737
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208447
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09847
IRS990/TotalLiabilitiesEOYAmt06077
IRS990/TotalLiabilitiesGrp/BOYAmt09847
IRS990/TotalLiabilitiesGrp/EOYAmt06077
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0285537

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$336,033
Liabilities
$6,077
Net assets
$329,956
Revenue
$251,861
Expenses
$208,447
Net income
$43,414
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