Civic Intelligence

Nami Arizona

990 • Fiscal year 2015 • EIN 86-0464872

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

5025 E Washington St Ste 112Phoenix, AZ 85034

(602) 244-8166

Siviq Scores

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

Liabilities / Assets

77th percentile

0.11x

Higher debt load relative to assets than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

98th percentile

$87,335

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 36.2% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$135,663

Up $35,544 (+36%) from 2014

Net Assets

Up

$121,128

Up $51,619 (+74%) from 2014

Liabilities

Down

$14,535

Down $16,075 (-53%) from 2014

Revenue

Up

$241,075

Up $69,276 (+40%) from 2014

Expenses

Up

$189,456

Up $23,230 (+14%) from 2014

Net Income

Up

$51,619

Up $46,046 (+826%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $101,105Liabilities 2012: $2,9872012Assets 2013: $67,057Liabilities 2013: $3,121Net Assets 2013: $63,9362013Assets 2014: $100,119Liabilities 2014: $30,610Net Assets 2014: $69,5092014Assets 2015: $135,663Liabilities 2015: $14,535Net Assets 2015: $121,1282015Assets 2016: $163,367Liabilities 2016: $12,722Net Assets 2016: $150,6452016Assets 2017: $199,550Liabilities 2017: $28,995Net Assets 2017: $170,5552017Assets 2018: $225,394Liabilities 2018: $23,881Net Assets 2018: $201,5132018Assets 2019: $237,475Liabilities 2019: $54,161Net Assets 2019: $183,3142019Assets 2020: $230,303Liabilities 2020: $13,698Net Assets 2020: $216,6052020Assets 2021: $238,416Liabilities 2021: $15,488Net Assets 2021: $222,9282021Assets 2022: $317,368Liabilities 2022: $15,100Net Assets 2022: $302,2682022Assets 2023: $328,675Liabilities 2023: $19,532Net Assets 2023: $309,1432023Assets 2024: $283,622Liabilities 2024: $16,519Net Assets 2024: $267,1032024

Highlighted filing

2015

Assets$135,663
Liabilities$14,535
Net Assets$121,128

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $84,046Expenses 2012: $92,659Net Income 2012: -$8,6132012Revenue 2013: $92,204Expenses 2013: $126,386Net Income 2013: -$34,1822013Revenue 2014: $171,799Expenses 2014: $166,226Net Income 2014: $5,5732014Revenue 2015: $241,075Expenses 2015: $189,456Net Income 2015: $51,6192015Revenue 2016: $241,669Expenses 2016: $212,152Net Income 2016: $29,5172016Revenue 2017: $251,067Expenses 2017: $231,157Net Income 2017: $19,9102017Revenue 2018: $263,350Expenses 2018: $232,392Net Income 2018: $30,9582018Revenue 2019: $195,391Expenses 2019: $213,590Net Income 2019: -$18,1992019Revenue 2020: $265,285Expenses 2020: $231,994Net Income 2020: $33,2912020Revenue 2021: $269,237Expenses 2021: $262,914Net Income 2021: $6,3232021Revenue 2022: $348,992Expenses 2022: $264,652Net Income 2022: $84,3402022Revenue 2023: $364,830Expenses 2023: $357,955Net Income 2023: $6,8752023Revenue 2024: $383,611Expenses 2024: $425,651Net Income 2024: -$42,0402024

Highlighted filing

2015

Revenue$241,075
Expenses$189,456
Net Income$51,619
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$241,075
Mission and Program Overview

Mission

Grassroots advocacy, support, education on behalf of mentally ill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$34,446$65,819▲ $31,373
Cash and Non-Interest-Bearing Accounts$57,513$64,966▲ $7,453
Land, Buildings, and Equipment, Net$2,055$1,646▼ $409
Total Assets$100,119$135,663▲ $35,544
Other Assets Total$6,105$3,232▼ $2,873
Liabilities
Other Liabilities-$9,693-
Accounts Payable and Accrued Expenses$30,610$4,842▼ $25,768
Total Liabilities$30,610$14,535▼ $16,075
Net Assets / Fund Balance
Unrestricted Net Assets$69,509$121,128▲ $51,619
Total Net Assets Fund Balance$69,509$121,128▲ $51,619
Total Liabilities and Net Assets / Fund Balance$100,119$135,663▲ $35,544

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,646$40,441$42,087
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jim DunnExecutive DiFT$87,335$87,335
Sherry CandelariaBoard Member-$981$981
Kay BrownBoard Member-$595$595

Board Members and Trustees

NameTitle
Vicki JohnsonPresident
Barbara LangBoard Member
Joshua N MozellBoard Member
Kathy GerhartBoard Member
Gina BoyerSecretary
Robert SorceTreasurer
Cheryl FanningVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$169,775
Program Service Revenue
$64,719
Investment Income
$30
Other Revenue
$6,551
All Other Contributions
$16,788
Change in Net Assets
$51,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$105,551
Other Expenses$83,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$78,602$8,733-$87,335
Fees for Services Other$37,843--$37,843
Occupancy$8,100$2,700-$10,800
Other Salaries and Wages$9,004$1,001-$10,005
Fees for Services Accounting$7,341$2,447-$9,788
Insurance$7,349$1,411-$8,760
Payroll Taxes$7,390$821-$8,211
Travel$2,948$118-$3,066
Office Expenses$2,526$530-$3,056
Conferences and Meetings$1,704$568-$2,272
Advertising$784--$784
Depreciation Depletion-$409-$409
All Other Expenses$246$108-$354
Other Expenses$136$34-$170
Interest-$6-$6
Total Functional Expenses$169,232$20,224$0$189,456
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$9,693
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 11B

Financial statements and the form 990 is reviewed by the board president and the executive committe officers.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Nami Arizona
EIN
86-0464872
Phone
6022448166
Address
5025 E WASHINGTON ST STE 112, PHOENIX, AZ 85034

Signing Officer

Name
Jim Dunn
Title
Executive Director
Phone
6022448166
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Dunn
Formed
1983
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
8
Employees
2

Preparer

Firm
Matthew B Mcclure CPA Pllc
Address
4531 N 16TH ST 124, PHOENIX, AZ 85016-5344
Preparer
Matt Mcclure
Phone
6023341898
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contractors (adhs '15) 37,843 0 0

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IRS990/ProgSrvcAccomActy2Grp/Desc0COLLABORATIVE PARTNERING WITH ALL THREE BRANCHES OF ARIZONA STATE GOVERNMENT AND STATEWIDE LAW ENFORCEMENT CULMINATES IN CONTINUOUS OPPORTUNITY TO POSITIVELY TRANSFORM PUBLIC HEALTHCARE SYSTEM FACILITATING GROUND-BRAKING INTEGRATED CARE INNOVATION WHICH INCLUDE PEER AND FAMILY PARTICIPATION IN ALL ASPECTS OF SYSTEM DESIGN, DEVELOPMENT, ADMINISTRATION, AND OVERSIGHT.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0111146
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt080534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0175795
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt099
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02751
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03452
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt010994
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINANCIAL STATEMENTS AND THE FORM 990 IS REVIEWED BY THE BOARD PRESIDENT AND THE EXECUTIVE COMMITTE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0121128
IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06022448166
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI ARIZONA
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ReturnHeader/Filer/PhoneNum06022448166
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ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462878454
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEW B MCCLURE CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04531 N 16TH ST 124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850165344
ReturnHeader/PreparerPersonGrp/PhoneNum06023341898
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATT MCCLURE
ReturnHeader/ReturnTs02016-05-16T14:29:49-05:00

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