Civic Intelligence

Nami - Billings

990 • Fiscal year 2024 • EIN 81-0507324

Jan 01, 2024 to Dec 31, 2024 • Filed on May 08, 2025

955 Broadwater SquareBillings, MT 59101

(406) 256-2001

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.02x

Higher debt load relative to revenue than 54% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

60th percentile

9.9%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

48th percentile

3.3%

Faster asset growth than 48% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$710,785

Up $22,801 (+3.3%) from 2023

Net Assets

Up

$707,155

Up $19,986 (+2.9%) from 2023

Liabilities

Up

$3,630

Up $2,815 (+345%) from 2023

Revenue

Down

$158,114

Down $36,807 (-19%) from 2023

Expenses

Up

$142,382

Up $5,554 (+4.1%) from 2023

Net Income

Down

$15,732

Down $42,361 (-73%) from 2023

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

2024

Assets$710,785
Liabilities$3,630
Net Assets$707,155

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

2024

Revenue$158,114
Expenses$142,382
Net Income$15,732
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$158,114
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$659,457$690,643▲ $31,186
Cash and Non-Interest-Bearing Accounts$21,625$13,231▼ $8,394
Land, Buildings, and Equipment, Net$5,441$5,441→ $0
Savings and Temporary Cash Investments$1,461$1,470▲ $9
Total Assets$687,984$710,785▲ $22,801
Liabilities
Accounts Payable and Accrued Expenses$815$3,630▲ $2,815
Total Liabilities$815$3,630▲ $2,815
Net Assets / Fund Balance
Net Assets With Donor Restrictions$687,169$707,155▲ $19,986
Total Net Assets Fund Balance$687,169$707,155▲ $19,986
Total Liabilities and Net Assets / Fund Balance$687,984$710,785▲ $22,801

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,441$2,226-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$606,543---$606,543
2023$606,543---$606,543
2022$703,761-▼ $97,218-$606,543
2021$716,644-▼ $12,883-$703,761
2020$641,200-▲ $75,444-$716,644
Compensation and Service Providers

Board Members and Trustees

NameTitle
Greg TitensorPresident
Christina GarzaVice President
Adam LauwersBoard Member
Annette BachellerBoard Member
Laurie YamamotoBoard Member
Patty YoderBoard Member
Rod OstermillerBoard Member
Tony GaffkeBoard Member
Pat LowthianSecretary
Jennifer SchaafTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,212
Program Service Revenue
$0
Investment Income
$78,902
Other Revenue
$0
All Other Contributions
$51,707
Change in Net Assets
$15,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$80,113
Other Expenses$62,269
Total Fundraising Expense$100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$80,113$0$0$80,113
Occupancy$0$23,879$0$23,879
Other Expenses$0$9,653$0$9,653
Office Expenses$1,373$7,577$0$8,950
Fees for Service Investment Mgmnt Fees$0$7,417$0$7,417
Advertising$5,722$0$0$5,722
Insurance$0$3,917$0$3,917
Fees for Services Accounting$0$1,940$0$1,940
Payments to Affiliates$540$0$0$540
Fees for Services Legal$0$151$0$151
Total Functional Expenses$87,748$54,534$100$142,382
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
955 Broadwater Square, Billings, MT 59101

Signing Officer

Name
Gregory Titensor
Title
President
Phone
4062562001
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Yoder
Formed
1997
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
46

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 2023 the organization used 6% of the endowment for operation.

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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0158114
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01461
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt048585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt058815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0132419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0360937
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012431
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027914
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92820
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.94350
IRS990ScheduleA/PublicSupportTotal170Amt0360937
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052634
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt068484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt058815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0132419
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0360937
IRS990ScheduleA/TotalSupportAmt0388851
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0606543
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0606543
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0606543
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0606543
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0703761
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0606543
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-97218
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0716644
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0703761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-12883
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0641200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0716644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075444
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05441
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02226
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt07667
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 2023 the organization used 6% of the endowment for operation.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05441
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/TotalAssetsBOYAmt0687984
IRS990/TotalAssetsEOYAmt0710785
IRS990/TotalAssetsGrp/BOYAmt0687984
IRS990/TotalAssetsGrp/EOYAmt0710785
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt079212
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0100
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054534
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087748
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142382
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0815
IRS990/TotalLiabilitiesEOYAmt03630
IRS990/TotalLiabilitiesGrp/BOYAmt0815
IRS990/TotalLiabilitiesGrp/EOYAmt03630
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0687169
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0707155
IRS990/TotalProgramServiceExpensesAmt087748
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt078902
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0158114
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt046
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0687984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0710785
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0955 Broadwater Square
IRS990/USAddress/CityNm0Billings
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059101
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.namibillings.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory Titensor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04062562001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI-Billings
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0810507324
ReturnHeader/Filer/PhoneNum04062562001
ReturnHeader/Filer/USAddress/AddressLine1Txt0955 Broadwater Square
ReturnHeader/Filer/USAddress/CityNm0Billings
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271662981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexa's Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05348 Chicago Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Billings
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059105

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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