Civic Intelligence

Nami Monterey County

990 • Fiscal year 2023 • EIN 77-0077138

Sep 01, 2022 to Aug 31, 2023 • Filed on Mar 27, 2024

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

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.01x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$15,840

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

41%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$459,068

Up $90,499 (+25%) from 2022

Net Assets

Up

$456,797

Up $100,614 (+28%) from 2022

Liabilities

Down

$2,271

Down $10,115 (-82%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin82nd percentile

Revenue

Up

$335,418

Up $97,745 (+41%) from 2022

Expenses

Up

$228,987

Up $37,374 (+20%) from 2022

Net Income

Up

$106,431

Up $60,371 (+131%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$459,068
Liabilities$2,271
Net Assets$456,797
Open 2023 Filing

Operations Trend

Revenue Growth77th 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

2023

Revenue$335,418
Expenses$228,987
Net Income$106,431
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Mar 27, 2024
Return Version
2022v5.0
Gross Receipts
$335,418
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
Investments in Publicly Traded Securities$232,787$226,969▼ $5,818
Savings and Temporary Cash Investments$44,401$116,008▲ $71,607
Cash and Non-Interest-Bearing Accounts$52,889$78,893▲ $26,004
Accounts Receivable$36,915$33,333▼ $3,582
Land, Buildings, and Equipment, Net$127$2,415▲ $2,288
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$368,569$459,068▲ $90,499
Other Assets Total$1,450$1,450→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,386$2,271▼ $10,115
Total Liabilities$12,386$2,271▼ $10,115
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$356,183$456,797▲ $100,614
Total Net Assets Fund Balance$356,183$456,797▲ $100,614
Total Liabilities and Net Assets / Fund Balance$368,569$459,068▲ $90,499

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,415$10,909$13,324
Other Land Buildings-$2,726$2,726
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleBaseTotal
Jeanette CamachoTreasurer$15,840$15,840

Board Members and Trustees

NameTitle
Joe LivernoisPresident
Mary Gomez-AaronsVice President
Andrea BoutelleDirector
Cynthia LauranceCo-Secretary
Janet MartinezSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$323,210
Program Service Revenue
$530
Investment Income
$11,678
Other Revenue
$0
All Other Contributions
$123,210
Change in Net Assets
$106,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$165,755
Other Expenses$63,232
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,326$15,542-$121,868
Occupancy$17,871$4,277-$22,148
Current Officers, Directors, Trustees, and Key Employees$7,920$7,920-$15,840
Other Employee Benefits$13,241$2,178-$15,419
Payroll Taxes$10,659$1,969-$12,628
Fees for Services Accounting$4,597$4,598-$9,195
Office Expenses$4,231$2,686-$6,917
Insurance-$2,795-$2,795
Advertising$2,403$170-$2,573
Other Expenses$1,730$1,517-$1,517
All Other Expenses-$1,340-$1,340
Conferences and Meetings$573$686-$1,259
Fees for Services Other$226$727-$953
Fees for Service Investment Mgmnt Fees-$707-$707
Depreciation Depletion-$395-$395
Travel$271$104-$375
Total Functional Expenses$178,594$50,393$0$228,987
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Section B, Line 11B

“The 990 is presented to the Board for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

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

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

“NAMI Monterey County does not at present have key employees. The President of the NAMI Monterey County Board of Directors acts in the capacity of an Executive Director as an unpaid volunteer. Staff compensation is reviewed annually when preparing for the budget. Raises are reviewed by the Office Manager and the Executive Committee (President, Vice-President, Secretary, Treasurer)”

Form 990, Part VI, Section C, Line 19

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

990, Part VI, Section B, Q15a

“NAMI Monterey County does not at present 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
Jeanette Camacho
Title
Treasurer
Signed
2024-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Livernois
Formed
1984
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
5
Volunteers
4

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0106326
IRS990/OtherSalariesAndWagesGrp/TotalAmt0121868
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01969
IRS990/PayrollTaxesGrp/ProgramServicesAmt010659
IRS990/PayrollTaxesGrp/TotalAmt012628
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Joe Livernois
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IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYOtherExpensesAmt062583
IRS990/PYProgramServiceRevenueAmt01069
IRS990/PYRevenuesLessExpensesAmt046060
IRS990/PYSalariesCompEmpBnftPaidAmt0129030
IRS990/PYTotalExpensesAmt0191613
IRS990/PYTotalRevenueAmt0237673
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0106431
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0530
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt044401
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0116008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0323750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0232944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0163145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0227776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0246124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01193739
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04729
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04254
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05887
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030199
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89360
IRS990ScheduleA/PublicSupportPY170Pct00.89380
IRS990ScheduleA/PublicSupportTotal170Amt01093697
IRS990ScheduleA/SubstantialContributorsTotAmt0100042
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0323750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0232944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0163145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0227776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0246124
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01193739
IRS990ScheduleA/TotalSupportAmt01223938
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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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/BookValueAmt02415
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010909
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013324
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02726
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02726
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02415
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/ExplanationTxt2NAMI Monterey County does not at present have key employees. The President of the NAMI Monterey County Board of Directors acts in the capacity of an Executive Director as an unpaid volunteer. Staff compensation is reviewed annually when preparing for the budget. Raises are reviewed by the Office Manager and the Executive Committee (President, Vice-President, Secretary, Treasurer)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization makes its financial statements, conflict of interest policy, and governing documents available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NAMI Monterey County does not at present 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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990, Part VI, Section B, Q15a
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0368569
IRS990/TotalAssetsGrp/EOYAmt0459068
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IRS990/TotalContributionsAmt0323210
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050393
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0178594
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228987
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012386
IRS990/TotalLiabilitiesEOYAmt02271
IRS990/TotalLiabilitiesGrp/BOYAmt012386
IRS990/TotalLiabilitiesGrp/EOYAmt02271
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0356183
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0456797
IRS990/TotalProgramServiceExpensesAmt0178594
IRS990/TotalProgramServiceRevenueAmt0530
IRS990/TotalReportableCompFromOrgAmt015840
IRS990/TotalRevenueGrp/ExclusionAmt011678
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0530
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0335418
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0368569
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0459068
IRS990/TravelGrp/ManagementAndGeneralAmt0104
IRS990/TravelGrp/ProgramServicesAmt0271
IRS990/TravelGrp/TotalAmt0375
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1367
IRS990/USAddress/CityNm0Salinas
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093902
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.namimonterey.org

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,068
Liabilities
$2,271
Net assets
$456,797
Revenue
$335,418
Expenses
$228,987
Net income
$106,431
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