Civic Intelligence

Nami Lehigh Valley

990 • Fiscal year 2020 • EIN 91-1846073

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

802 West Broad StreetBethlehem, PA 18018

(610) 882-2102

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$49,065

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

73rd percentile

9.7%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$344,636

Up $6,928 (+2.1%) from 2019

Net Assets

Down

$336,903

Down $805 (-0.2%) from 2019

Liabilities

Up

$7,733

Up $7,733 from 2019

Revenue

Up

$216,599

Up $19,073 (+9.7%) from 2019

Expenses

Up

$217,399

Up $23,294 (+12%) from 2019

Net Income

Down

-$800

Down $4,221 (-123%) from 2019

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: $186,096Liabilities 2012: $997Net Assets 2012: $185,0992012Assets 2013: $210,583Liabilities 2013: $5,225Net Assets 2013: $205,3582013Assets 2014: $227,611Liabilities 2014: $2,640Net Assets 2014: $224,9712014Assets 2015: $228,872Liabilities 2015: $15,889Net Assets 2015: $212,9832015Assets 2016: $262,362Liabilities 2016: $24,796Net Assets 2016: $237,5662016Assets 2017: $326,943Liabilities 2017: $2,950Net Assets 2017: $323,9932017Assets 2018: $333,520Liabilities 2018: $1,794Net Assets 2018: $331,7262018Assets 2019: $337,708Liabilities 2019: $0Net Assets 2019: $337,7082019Assets 2020: $344,636Liabilities 2020: $7,733Net Assets 2020: $336,9032020Assets 2021: $353,733Liabilities 2021: $11,954Net Assets 2021: $341,7792021Assets 2022: $384,905Liabilities 2022: $57,562Net Assets 2022: $327,3432022Assets 2023: $358,076Liabilities 2023: $8,742Net Assets 2023: $349,3342023Assets 2024: $312,971Liabilities 2024: $1,580Net Assets 2024: $311,3912024Assets 2025: $343,251Liabilities 2025: $24,329Net Assets 2025: $318,9222025

Highlighted filing

2020

Assets$344,636
Liabilities$7,733
Net Assets$336,903

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $76,025Expenses 2012: $71,968Net Income 2012: $4,0572012Revenue 2013: $80,763Expenses 2013: $60,518Net Income 2013: $20,2452013Revenue 2014: $95,584Expenses 2014: $75,944Net Income 2014: $19,6402014Revenue 2015: $106,238Expenses 2015: $118,541Net Income 2015: -$12,3032015Revenue 2016: $162,223Expenses 2016: $137,609Net Income 2016: $24,6142016Revenue 2017: $222,101Expenses 2017: $133,872Net Income 2017: $88,2292017Revenue 2018: $187,011Expenses 2018: $182,009Net Income 2018: $5,0022018Revenue 2019: $197,526Expenses 2019: $194,105Net Income 2019: $3,4212019Revenue 2020: $216,599Expenses 2020: $217,399Net Income 2020: -$8002020Revenue 2021: $219,350Expenses 2021: $214,475Net Income 2021: $4,8752021Revenue 2022: $235,018Expenses 2022: $249,453Net Income 2022: -$14,4352022Revenue 2023: $301,193Expenses 2023: $279,203Net Income 2023: $21,9902023Revenue 2024: $381,206Expenses 2024: $419,149Net Income 2024: -$37,9432024Revenue 2025: $458,080Expenses 2025: $446,065Net Income 2025: $12,0152025

Highlighted filing

2020

Revenue$216,599
Expenses$217,399
Net Income-$800
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$216,599
Mission and Program Overview

Mission

Organizations mission is to improve the lives of individuals and families affected by mental illness and for their family members and friends through recovery-focused support, education and advocacy.

Organizations mission is to improve the lives of individuals and families affected by mental illness through recovery focused support, education and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$337,708$336,903▼ $805
Land, Buildings, and Equipment, Net$156,672$147,396▼ $9,276
Investments in Publicly Traded Securities-$93,325-
Cash and Non-Interest-Bearing Accounts$80,421$46,011▼ $34,410
Pledges and Grants Receivable$32,599$38,308▲ $5,709
Savings and Temporary Cash Investments$68,016$15,548▼ $52,468
Prepaid Expenses and Deferred Charges-$4,048-
Total Assets$337,708$344,636▲ $6,928
Liabilities
Accounts Payable and Accrued Expenses-$7,081-
Unsecured Notes Loans Payable-$652-
Total Liabilities$0$7,733▲ $7,733
Net Assets / Fund Balance
Total Net Assets Fund Balance$337,708$336,903▼ $805
Total Liabilities and Net Assets / Fund Balance$337,708$344,636▲ $6,928

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$63,142$88,623-
Other Land Buildings$-4--
Land$14,900--
Equipment$260$20,995-
Leasehold Improvements$69,098$36,677-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maggie MurphyExecutive DirectorFT$49,065$49,065

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$213,242
Program Service Revenue
$0
Investment Income
$3,357
Other Revenue
$0
All Other Contributions
$44,731
Change in Net Assets
$-800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,751
Salaries, Compensation, and Employee Benefits$90,648
Total Fundraising Expense$19,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$49,065--$49,065
Other Salaries and Wages$35,015--$35,015
All Other Expenses$32,952$1,238$765$34,955
Other Expenses$4,308$539$15,044$15,044
Occupancy$10,435$1,305$1,305$13,045
Depreciation Depletion$7,420$926$926$9,272
Insurance$6,977$872$872$8,721
Payroll Taxes$6,568--$6,568
Fees for Services Accounting-$5,581-$5,581
Conferences and Meetings$4,869--$4,869
Information Technology$3,016$377$377$3,770
Total Functional Expenses$186,733$10,838$19,828$217,399
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run Walk$15,069$15,069-$15,069
Dinner$7,275$7,275-$7,275
Total Events$22,344$22,344-$22,344
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
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
Yes
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

Members or stockholder classes and rights Part VI line 6

Members and related rights of members are detailed in the organizations bylaws which are available for inspection upon request.

Member election for additional members Part VI line 7A

This is governed by the organizations bylaws.

Form 990 governing body review Part VI line 11

Form 990 reviewed by an board member designated by the organization prior to submission.

Conflict of interest policy compliance Part VI line 12C

Board members and employees self report on conflicts of interest. Organization reviews financial statements and related data periodically to ensure no transactions have occurred with related parties.

CEO executive director top management comp Part VI line 15A

Salaries are set mainly by organizations budget and are aligned with comparable salaries

Governing documents etc available to public Part VI line 19

Governing documents are made available by request. Annual tax filings are available on guidestar.com

Filing and Contact Details

Filer

Filer Name
Nami Lehigh Valley
EIN
91-1846073
Address
802 WEST BROAD STREET, Bethlehem, PA 18018

Signing Officer

Name
Diane Gilroy
Title
President
Phone
6108822102
Signed
2020-11-02
Discuss with paid preparer
No

Organization Details

Formed
1996
Legal Domicile
Pa
Voting Board Members
72
Independent Board Members
72
Employees
3
Volunteers
96

Preparer

Firm
Gregory K Lauray and Co
Address
P O BOX 1860, Bethlehem, PA 18016
Preparer
Gregory K Lauray CPA
Phone
6106949080
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Rounding error

List of other expenses Part IX line 24E

See supplemental schedule attached to return.

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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04048
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0197458
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt068
IRS990/PYOtherExpensesAmt0115905
IRS990/PYRevenuesLessExpensesAmt03421
IRS990/PYSalariesCompEmpBnftPaidAmt078200
IRS990/PYTotalExpensesAmt0194105
IRS990/PYTotalRevenueAmt0197526
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-800
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0337708
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0336903
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068016
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0197458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0186968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0222131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0162171
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0855931
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0855931
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0197458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0186968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0222131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0162171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087203
IRS990ScheduleA/Total509Grp/TotalAmt0855931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0197458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0186968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0222131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0162171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087203
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0855931
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt063142
IRS990ScheduleD/BuildingsGrp/DepreciationAmt088623
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0151765
IRS990ScheduleD/EquipmentGrp/BookValueAmt0260
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020995
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt021255
IRS990ScheduleD/LandGrp/BookValueAmt014900
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt014900
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt069098
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt036677
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0105775
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-4
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0-4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0147396
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Run Walk
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022344
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022344
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members and related rights of members are detailed in the organizations bylaws which are available for inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This is governed by the organizations bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 reviewed by an board member designated by the organization prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board members and employees self report on conflicts of interest. Organization reviews financial statements and related data periodically to ensure no transactions have occurred with related parties.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Salaries are set mainly by organizations budget and are aligned with comparable salaries
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents are made available by request. Annual tax filings are available on guidestar.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding error
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7See supplemental schedule attached to return.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0337708
IRS990/TotalAssetsEOYAmt0344636
IRS990/TotalAssetsGrp/BOYAmt0337708
IRS990/TotalAssetsGrp/EOYAmt0344636
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0213242
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019828
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010838
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186733
IRS990/TotalFunctionalExpensesGrp/TotalAmt0217399
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt07733
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt07733
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0337708
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0336903
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0186733
IRS990/TotalReportableCompFromOrgAmt049065
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03357
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216599
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt096
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0337708
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0344636
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0652
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt072
IRS990/VotingMembersIndependentCnt072
IRS990/WebsiteAddressTxt0WWW.NAMI-LV.ORG

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.43$0.24$3.19$4.58$4.46$0.12
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.02$3.11$3.81$4.19$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.09$3.49$3.01$2.79$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.58$3.27$2.35$2.49$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.12$3.42$2.19$2.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.08$3.37$2.17$2.17$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$1.98$1.94$0.03
2018Summary only. Only limited summary data is available for this year.$3.34$0.02$3.32$1.87$1.82$0.05
2017Summary only. Only limited summary data is available for this year.$3.27$0.03$3.24$2.22$1.34$0.88
2016Summary only. Only limited summary data is available for this year.$2.62$0.25$2.38$1.62$1.38$0.25
2015Summary only. Only limited summary data is available for this year.$2.29$0.16$2.13$1.06$1.19$0.12
2014Summary only. Only limited summary data is available for this year.$2.28$0.03$2.25$0.96$0.76$0.20
2013Summary only. Only limited summary data is available for this year.$2.11$0.05$2.05$0.81$0.61$0.20
2012Summary only. Only limited summary data is available for this year.$1.86$0.01$1.85$0.76$0.72$0.04