Civic Intelligence

Nami - Billings

990 • Fiscal year 2020 • EIN 81-0507324

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

3333 2nd Ave NBillings, MT 59101

(406) 256-2001

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

56th percentile

9.5%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-16%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$733,876

Up $63,875 (+9.5%) from 2019

Net Assets

Up

$733,731

Up $63,871 (+9.5%) from 2019

Liabilities

Up

$145

Up $4 (+2.8%) from 2019

Revenue

Down

$132,419

Down $25,177 (-16%) from 2019

Expenses

Up

$68,622

Up $984 (+1.5%) from 2019

Net Income

Down

$63,797

Down $26,161 (-29%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $754,411Liabilities 2010: $7,505Net Assets 2010: $746,9062010Assets 2011: $690,974Liabilities 2011: $9,455Net Assets 2011: $681,5192011Assets 2012: $687,785Liabilities 2012: $6,521Net Assets 2012: $681,2642012Assets 2013: $679,817Liabilities 2013: $2,132Net Assets 2013: $677,6852013Assets 2014: $667,549Liabilities 2014: $2,096Net Assets 2014: $665,4532014Assets 2015: $617,300Liabilities 2015: $1,481Net Assets 2015: $615,8192015Assets 2016: $612,476Liabilities 2016: $1,454Net Assets 2016: $611,0222016Assets 2017: $643,785Liabilities 2017: $96Net Assets 2017: $643,6892017Assets 2018: $580,967Liabilities 2018: $240Net Assets 2018: $580,7272018Assets 2019: $670,001Liabilities 2019: $141Net Assets 2019: $669,8602019Assets 2020: $733,876Liabilities 2020: $145Net Assets 2020: $733,7312020Assets 2021: $713,050Liabilities 2021: $190Net Assets 2021: $712,8602021Assets 2022: $629,785Liabilities 2022: $708Net Assets 2022: $629,0772022Assets 2023: $687,984Liabilities 2023: $815Net Assets 2023: $687,1692023Assets 2024: $710,785Liabilities 2024: $3,630Net Assets 2024: $707,1552024

Highlighted filing

2020

Assets$733,876
Liabilities$145
Net Assets$733,731

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $99,0572010Expenses 2011: $107,9272011Revenue 2012: $85,132Expenses 2012: $97,590Net Income 2012: -$12,4582012Revenue 2013: $80,708Expenses 2013: $96,670Net Income 2013: -$15,9622013Revenue 2014: $88,786Expenses 2014: $86,324Net Income 2014: $2,4622014Revenue 2015: $72,405Expenses 2015: $93,100Net Income 2015: -$20,6952015Revenue 2016: $54,522Expenses 2016: $62,242Net Income 2016: -$7,7202016Revenue 2017: $88,221Expenses 2017: $55,434Net Income 2017: $32,7872017Revenue 2018: -$12,655Expenses 2018: $50,133Net Income 2018: -$62,7882018Revenue 2019: $157,596Expenses 2019: $67,638Net Income 2019: $89,9582019Revenue 2020: $132,419Expenses 2020: $68,622Net Income 2020: $63,7972020Revenue 2021: $58,814Expenses 2021: $79,607Net Income 2021: -$20,7932021Revenue 2022: $83,966Expenses 2022: $167,749Net Income 2022: -$83,7832022Revenue 2023: $194,921Expenses 2023: $136,828Net Income 2023: $58,0932023Revenue 2024: $158,114Expenses 2024: $142,382Net Income 2024: $15,7322024

Highlighted filing

2020

Revenue$132,419
Expenses$68,622
Net Income$63,797
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Gross Receipts
$132,419
Mission and Program Overview

Mission

Nami-Billings works to educate,

Nami-Billings works to educate, advocate and support all those affected by mental illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$641,200$711,753▲ $70,553
Cash and Non-Interest-Bearing Accounts$27,043$15,474▼ $11,569
Savings and Temporary Cash Investments$1,518$6,409▲ $4,891
Land, Buildings, and Equipment, Net$240$240→ $0
Total Assets$670,001$733,876▲ $63,875
Liabilities
Accounts Payable and Accrued Expenses$141$145▲ $4
Total Liabilities$141$145▲ $4
Net Assets / Fund Balance
Net Assets With Donor Restrictions$641,200$711,753▲ $70,553
Net Assets Without Donor Restrictions$28,660$21,978▼ $6,682
Total Net Assets Fund Balance$669,860$733,731▲ $63,871
Total Liabilities and Net Assets / Fund Balance$670,001$733,876▲ $63,875

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$240$2,226-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$556,797---$556,797
2019$556,797---$556,797
2018$588,936-▼ $2,034$30,105$556,797
2017$588,936---$588,936
2016$607,296-▲ $26,154$40,002$588,936
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sheryl ScheferPresident
Kristianne WilsonVice President
Cade HelmerBoard Member
Carr FloydBoard Member
Katie WolvertonBoard Member
Patty YoderBoard Member
Roger BarnhardtBoard Member
Terry BallBoard Member
Tom MoserBoard Member
Paul HolleySecretary
Bryan RoachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,371
Program Service Revenue
$0
Investment Income
$87,048
Other Revenue
$0
All Other Contributions
$27,746
Change in Net Assets
$63,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,367
Salaries, Compensation, and Employee Benefits$29,255
Total Fundraising Expense$193
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$29,255$0$0$29,255
Occupancy$0$17,370$0$17,370
Fees for Service Investment Mgmnt Fees$5,604$0$193$5,797
Information Technology$5,597$0$0$5,597
Office Expenses$2,768$2,624$0$5,392
Insurance$3,239$0$0$3,239
Fees for Services Accounting$1,625$0$0$1,625
Payments to Affiliates$347$0$0$347
Total Functional Expenses$48,435$19,994$193$68,622
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
NAMI-Billings
EIN
81-0507324
Phone
4062562001
Address
3333 2nd Ave N, Billings, MT 59101

Signing Officer

Name
Sheryl Scheafer
Title
President
Phone
4062562001
Signed
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
69

Preparer

Firm
Alexa's Accounting LLC
Address
5348 Chicago Road, Billings, MT 59105
Preparer
Alexa D Coolahan
Phone
4068606201
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Categories of Membership are open door(consumer) and general(all others). Both categoreis have the same rights. Membership is open to all persons sympathetic to the purposes of the organization and may be obtained by application and payment of dues for the current year.

Pt VI, Line 7A

Members nominate the Board of Directors

Pt VI, Line 11B

The Executive Director reviews the Form 990 with the Accountant and then presents it to the Board of Directors and allows for comments before the form 990 is filed each year.

Pt VI, Line 12C

The Board of Directors reviews the policy and annually discusses any potential conflicts of interest. A statement is signed yearly by each member of the Board of Directors stating that they do not have any conflicts of interest. If a conflict is determined to exist, the person abstains from voting and may be asked to leave the room based on the circumstances of the conflict, as decided by the Board of Directors.

Pt VI, Line 19

The documents are available to the public upon request.

Financial Statement Notes

Pt V, Line 4

Per the endowment policy, the organization may use up to 7% of the value of the account annually for operating expenses, further limited to maintain the historical value of the endowment fund. In 2020 the organization used 5% of the endowment for operation.

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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0132419
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01518
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0132419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0157596
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0-12656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt088221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0408193
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018348
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt052164
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88670
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.82500
IRS990ScheduleA/PublicSupportTotal170Amt0408193
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0132419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0157596
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0-12656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt088221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042613
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0408193
IRS990ScheduleA/TotalSupportAmt0460357
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0556797
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0556797
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0556797
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0556797
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0588936
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0556797
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2034
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt030105
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0588936
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0588936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04512
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0607296
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0588936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt040002
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0240
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02226
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02466
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Per the endowment policy, the organization may use up to 7% of the value of the account annually for operating expenses, further limited to maintain the historical value of the endowment fund. In 2020 the organization used 5% of the endowment for operation.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0240
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Categories of Membership are open door(consumer) and general(all others). Both categoreis have the same rights. Membership is open to all persons sympathetic to the purposes of the organization and may be obtained by application and payment of dues for the current year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members nominate the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Director reviews the Form 990 with the Accountant and then presents it to the Board of Directors and allows for comments before the form 990 is filed each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Directors reviews the policy and annually discusses any potential conflicts of interest. A statement is signed yearly by each member of the Board of Directors stating that they do not have any conflicts of interest. If a conflict is determined to exist, the person abstains from voting and may be asked to leave the room based on the circumstances of the conflict, as decided by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0670001
IRS990/TotalAssetsEOYAmt0733876
IRS990/TotalAssetsGrp/BOYAmt0670001
IRS990/TotalAssetsGrp/EOYAmt0733876
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt045371
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0193
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019994
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048435
IRS990/TotalFunctionalExpensesGrp/TotalAmt068622
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0141
IRS990/TotalLiabilitiesEOYAmt0145
IRS990/TotalLiabilitiesGrp/BOYAmt0141
IRS990/TotalLiabilitiesGrp/EOYAmt0145
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0669860
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0733731
IRS990/TotalProgramServiceExpensesAmt048435
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt087048
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132419
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt069
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0670001
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0733876
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03333 2nd Ave N STE 150
IRS990/USAddress/CityNm0Billings
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059101
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.namibillings.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sheryl Scheafer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04062562001
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI-Billings
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0810507324
ReturnHeader/Filer/PhoneNum04062562001
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 2nd Ave N
ReturnHeader/Filer/USAddress/CityNm0Billings
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059101

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$0.04$7.07$1.58$1.42$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.01$6.87$1.95$1.37$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.01$6.29$0.84$1.68$0.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$0.59$0.80$0.21
2020Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$1.32$0.69$0.64
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$0.00$6.70$1.58$0.68$0.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.13$0.50$0.63
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$0.00$6.44$0.88$0.55$0.33
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.01$6.11$0.55$0.62$0.08
2015Detailed filing. Detailed filing data is available for this year.$6.17$0.01$6.16$0.72$0.93$0.21
2014Detailed filing. Detailed filing data is available for this year.$6.68$0.02$6.65$0.89$0.86$0.02
2013Detailed filing. Detailed filing data is available for this year.$6.80$0.02$6.78$0.81$0.97$0.16
2012Summary only. Only limited summary data is available for this year.$6.88$0.07$6.81$0.85$0.98$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$0.09$6.82$1.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$0.08$7.47$0.99