Civic Intelligence

Nami Southern Santa Barbara County

EIN 81-3442977 • Santa Barbara, CA

Pub. 78 Eligible990-N CoverageNTEE F80

Profile

Nami provides advocacy, education, support, public awareness so all affected by mental illness can live better lives.

617 Garden StSanta Barbara, CA 93101

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$361,217

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$361,217

No earlier filing loaded for comparison.

Operations

Revenue

$372,374

No earlier filing loaded for comparison.

Expenses

$43,118

No earlier filing loaded for comparison.

Net Income

$329,256

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2025: $361,217Liabilities 2025: $0Net Assets 2025: $361,2172025

Highlighted filing

2025

Assets$361,217
Liabilities$0
Net Assets$361,217
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2025: $372,374Expenses 2025: $43,118Net Income 2025: $329,2562025

Highlighted filing

2025

Revenue$372,374
Expenses$43,118
Net Income$329,256
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$361,217
Liabilities
$0
Net assets
$361,217
Revenue
$372,374
Expenses
$43,118
Net income
$329,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$3.72$0.43$3.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 21, 2026
Return Version
2025v4.1
Gross Receipts
$372,374
Mission and Program Overview

Mission

Nami provides advocacy, education, support, public awareness so all affected by mental illness can live better lives.

Nami provides advocacy, education, support, public awareness so all affected by mental illness can live better lives

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$31,961$361,217▲ $329,256
Total Assets$31,961$361,217▲ $329,256
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,961$361,217▲ $329,256
Total Net Assets Fund Balance$31,961$361,217▲ $329,256
Total Liabilities and Net Assets / Fund Balance$31,961$361,217▲ $329,256
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom FranklinPresident
MARIAN McKENZIEVice President
Cheryl SmithDirector
Julie Kessler SolomonDirector
Leonard MarcusDirector
Melissa HippleDirector
Ramona WinnerDirector
Tristine RainerDirector
Margaret BernalSecretary
Pamela WilkinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$369,787
Program Service Revenue
$0
Investment Income
$2,587
Other Revenue
$0
All Other Contributions
$368,593
Change in Net Assets
$329,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,118
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$9,000$3,000$0$12,000
Advertising$10,495$0$0$10,495
Office Expenses$2,573$858$0$3,431
Conferences and Meetings$2,677$0$0$2,677
Insurance$0$785$0$785
Other Expenses$0$25$0$25
Total Functional Expenses$34,645$8,473$0$43,118
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Nami Santa Barbara County
EIN
81-3442977
Phone
8058848440
Address
617 GARDEN ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Pamela Wilkinson
Title
Treasurer
Phone
8058848440
Signed
2026-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Wilkinson
Formed
1982
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Howard Hudson & Co CPA
Address
225 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101
Preparer
Howard Hudson
Phone
8059634447
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“Minutes of all board meetings are maintained by the board secretary.”

Pt VI, Line 8B

“Minutes of any committee meetings are maintained by the board secretary.”

Pt VI, Line 11B

“A draft of the form 990 is submitted to the board treasurer for review by the board prior to its submission.”

Pt VI, Line 19

“The organizations financial statements are available to the general public upon request of any individual or organization.”

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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059634447
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD HUDSON
ReturnHeader/ReturnTs02026-04-07T09:21:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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