Civic Intelligence

Nami Lane County

EIN 93-0821866 • 501(c)3 • Springfield, OR

Profile

The mission of nami lane county is to improve the quality of life for individuals living with mental health challenges and their families, friends, and loved ones through support, education, and advocacy.

129 9th StreetSpringfield, OR 97477

namilane.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.14x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.47x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

28th percentile

-5.1%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

26th percentile

-3.7%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

1.2%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,017,143

Down $21,792 (-2.1%) from 2023

Liabilities

Down

$78,296

Down $70,738 (-47%) from 2023

Net Assets

Up

$938,847

Up $48,946 (+5.5%) from 2023

Revenue

Down

$314,929

Down $976 (-0.3%) from 2023

Expenses

Down

$275,686

Down $56,459 (-17%) from 2023

Net Income

Up

$39,243

Up $55,483 (+342%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $127,942Liabilities 2011: $11,5852011Assets 2012: $121,363Liabilities 2012: $4,5802012Assets 2013: $325,766Liabilities 2013: $11,296Net Assets 2013: $314,4702013Assets 2014: $372,396Liabilities 2014: $12,1152014Assets 2015: $371,472Liabilities 2015: $15,328Net Assets 2015: $356,1442015Assets 2016: $426,928Liabilities 2016: $2,903Net Assets 2016: $424,0252016Assets 2017: $511,593Liabilities 2017: $10,368Net Assets 2017: $501,2252017Assets 2018: $487,401Liabilities 2018: $5,843Net Assets 2018: $481,5582018Assets 2019: $626,833Liabilities 2019: $4,476Net Assets 2019: $622,3572019Assets 2020: $1,162,261Liabilities 2020: $375,423Net Assets 2020: $786,8382020Assets 2021: $1,240,731Liabilities 2021: $297,714Net Assets 2021: $943,0172021Assets 2022: $1,079,085Liabilities 2022: $225,270Net Assets 2022: $853,8152022Assets 2023: $1,038,935Liabilities 2023: $149,034Net Assets 2023: $889,9012023Assets 2024: $1,017,143Liabilities 2024: $78,296Net Assets 2024: $938,8472024

Highlighted filing

2024

Assets$1,017,143
Liabilities$78,296
Net Assets$938,847

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $84,195Expenses 2011: $104,895Net Income 2011: -$20,7002011Revenue 2012: $120,046Expenses 2012: $119,620Net Income 2012: $4262012Revenue 2013: $293,343Expenses 2013: $117,113Net Income 2013: $176,2302013Revenue 2014: $188,920Expenses 2014: $143,109Net Income 2014: $45,8112014Revenue 2015: $222,437Expenses 2015: $219,862Net Income 2015: $2,5752015Revenue 2016: $266,655Expenses 2016: $218,002Net Income 2016: $48,6532016Revenue 2017: $235,916Expenses 2017: $213,260Net Income 2017: $22,6562017Revenue 2018: $265,471Expenses 2018: $217,648Net Income 2018: $47,8232018Revenue 2019: $281,436Expenses 2019: $235,726Net Income 2019: $45,7102019Revenue 2020: $352,123Expenses 2020: $219,177Net Income 2020: $132,9462020Revenue 2021: $585,570Expenses 2021: $272,845Net Income 2021: $312,7252021Revenue 2022: $312,075Expenses 2022: $298,521Net Income 2022: $13,5542022Revenue 2023: $315,905Expenses 2023: $332,145Net Income 2023: -$16,2402023Revenue 2024: $314,929Expenses 2024: $275,686Net Income 2024: $39,2432024

Highlighted filing

2024

Revenue$314,929
Expenses$275,686
Net Income$39,243

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.08$0.94$0.31$0.28$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.15$0.89$0.32$0.33$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.23$0.85$0.31$0.30$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.30$0.94$0.59$0.27$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.38$0.79$0.35$0.22$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.62$0.28$0.24$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.01$0.48$0.27$0.22$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.01$0.50$0.24$0.21$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.42$0.27$0.22$0.05
2015Summary only. Only limited summary data is available for this year.$0.37$0.02$0.36$0.22$0.22$0.00
2014Summary only. Only limited summary data is available for this year.$0.37$0.01$0.19$0.14$0.05
2013Summary only. Only limited summary data is available for this year.$0.33$0.01$0.31$0.29$0.12$0.18
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.12$0.00
2011Summary only. Only limited summary data is available for this year.$0.13$0.01$0.08$0.10$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 28, 2023
Return Version
2022v5.0
Gross Receipts
$381,501
Mission and Program Overview

Mission

To improve the quality of life for individuals living with mental health conditions and their families, friends and loved ones residing in lane county, oregon through support, education and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$493,909$488,587▼ $5,322
Investments in Publicly Traded Securities$614,328$463,729▼ $150,599
Cash and Non-Interest-Bearing Accounts$113,397$107,672▼ $5,725
Total Assets$1,240,731$1,079,085▼ $161,646
Other Assets Total$19,097$19,097→ $0
Liabilities
Deferred Revenue$292,000$219,000▼ $73,000
Accounts Payable and Accrued Expenses$5,714$6,270▲ $556
Total Liabilities$297,714$225,270▼ $72,444
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$943,017$853,815▼ $89,202
Total Net Assets Fund Balance$943,017$853,815▼ $89,202
Total Liabilities and Net Assets / Fund Balance$1,240,731$1,079,085▼ $161,646

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$426,537$33,815$460,352
Land$62,050-$62,050

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$614,328-▼ $96,189$54,410$463,729
2021$554,096$2,024▲ $107,427$49,219$614,328
2020$519,914$4,337▲ $80,913$51,068$554,096
2019$422,341$2,008▲ $112,235$16,670$519,914
2018$463,178$2,620▼ $30,962$12,495$422,341
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer MacleanExecutive DiFT$92,371$92,371
Sarah MerkleDevelopmentFT$56,382$56,382

Board Members and Trustees

NameTitle
Dan IsaacsonPresident
Alex SpeldrichBoard Member
Anne WahtoBoard Member
Matt GressBoard Member
Shawn LockeryBoard Member
Shawn MurphySecretary
Tony IversonTreasurer
Chaine MabrayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$208,456
Program Service Revenue
$102,292
Investment Income
$6,805
Other Revenue
$-5,478
All Other Contributions
$105,549
Change in Net Assets
$13,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$214,647
Other Expenses$83,874
Total Fundraising Expense$63,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$62,560$37,968$48,224$148,752
Other Employee Benefits$14,062$6,977$8,819$29,858
Other Salaries and Wages$15,727$874$874$17,475
Payroll Taxes$7,577$3,760$4,752$16,089
Office Expenses-$13,611-$13,611
Occupancy-$12,312-$12,312
Depreciation Depletion$1,250$10,743-$11,993
Insurance-$9,749-$9,749
Fees for Services Other-$5,117-$5,117
Fees for Services Accounting-$5,000-$5,000
Advertising-$2,925-$2,925
Pension Plan Contributions$1,165$578$730$2,473
Conferences and Meetings-$2,076-$2,076
Payments to Affiliates-$2,006-$2,006
Travel-$1,909-$1,909
Other Expenses$1,590$4,377-$1,590
All Other Expenses-$1,045-$1,045
Total Functional Expenses$114,095$121,027$63,399$298,521
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,001
Fundraising Gross Income$523
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nami Walks$26,613-$3,686-
Total Events$26,613-$6,001$-6,001
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

Form 990, Page 6, Part VI, Line 11B

The annual form 990 is presented to the finance committee for its review and then sent to all board members. The finance director then presents a summary to the board at its next meeting.

Form 990, Page 6, Part VI, Line 12C

Board members review and sign a "conflict of interest" policy statement quarterly at meetings of the board. These are reviewed by the president to assure that no conflict of interest exists.

Form 990, Page 6, Part VI, Line 15A

A.the board performs an annual review of the executive director in accordance with the nami lane county employee compensation policy and procedures. Individuals who have worked with the ed both inside and outside the organization complete a performance questionnaire and/or interview. Performance is evaluated by comparing the duties and responsibilities outlined in their job responsibilities, the results they achieve, and performance evaluation criteria. The review includes a comparative analysis of all full-time staff job descriptions and salaries at the local, state and national levels.

Form 990, Page 6, Part VI, Line 19

Documents available upon request

Filing and Contact Details

Filer

Filer Name
Nami Lane County
EIN
93-0821866
Phone
5413437688
Address
129 9TH STREET, SPRINGFIELD, OR 97477

Signing Officer

Name
Tony Iverson
Title
Treasurer
Phone
2187667823
Signed
2023-07-28

Organization Details

Principal Officer
Tony Iverson
Formed
1979
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
100

Preparer

Firm
Emge & Whyte
Address
2505 W 11TH AVE, EUGENE, OR 97402-3315
Preparer
Kris Zito
Phone
5414852100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

A.sie - the support-information education program provides individuals and families with mutual support skills, information on community resources, and mental health education. In 2022, we provided classes and support group meetings attended 940 times by people seeking formal education or personal support. We also responded to 185 calls, emails, or visits from people requesting specific information. B.socialization program - provides activities for individuals living with a mental health condition and/or their families to reduce isolation and enhance discussion with peers and within and between families with ill members. In 2022, there were approximately 940 contacts in these activities. C.client assistance program - provides basic needs assistance to individuals that have a mental health condition by providing free clothing, personal hygiene items, and food. 940 individuals.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

To allow perpetual operations of nami lane county

Raw XML AppendixShowing 400 of 469 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0A.SIE - THE SUPPORT-INFORMATION EDUCATION PROGRAM PROVIDES INDIVIDUALS AND FAMILIES WITH MUTUAL SUPPORT SKILLS, INFORMATION ON COMMUNITY RESOURCES, AND MENTAL HEALTH EDUCATION. IN 2022, WE PROVIDED CLASSES AND SUPPORT GROUP MEETINGS ATTENDED 940 TIMES BY PEOPLE SEEKING FORMAL EDUCATION OR PERSONAL SUPPORT. WE ALSO RESPONDED TO 185 CALLS, EMAILS, OR VISITS FROM PEOPLE REQUESTING SPECIFIC INFORMATION. B.SOCIALIZATION PROGRAM - PROVIDES ACTIVITIES FOR INDIVIDUALS LIVING WITH A MENTAL HEALTH CONDITION AND/OR THEIR FAMILIES TO REDUCE ISOLATION AND ENHANCE DISCUSSION WITH PEERS AND WITHIN AND BETWEEN FAMILIES WITH ILL MEMBERS. IN 2022, THERE WERE APPROXIMATELY 940 CONTACTS IN THESE ACTIVITIES. C.CLIENT ASSISTANCE PROGRAM - PROVIDES BASIC NEEDS ASSISTANCE TO INDIVIDUALS THAT HAVE A MENTAL HEALTH CONDITION BY PROVIDING FREE CLOTHING, PERSONAL HYGIENE ITEMS, AND FOOD. 940 INDIVIDUALS.
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IRS990/MissionDesc0TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS AND THEIR FAMILIES, FRIENDS AND LOVED ONES RESIDING IN LANE COUNTY, OREGON THROUGH SUPPORT, EDUCATION AND ADVOCACY.
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IRS990/OtherExpensesGrp/Desc0SMALL TOOLS & EQUIPMENT
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
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IRS990/RevenueAmt0102292
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 21,998
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/TotalSupportAmt0805742
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IRS990ScheduleD/LandGrp/BookValueAmt062050
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt062050
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO ALLOW PERPETUAL OPERATIONS OF NAMI LANE COUNTY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0488587
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt026613
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NAMI WALKS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A.SIE - THE SUPPORT-INFORMATION EDUCATION PROGRAM PROVIDES INDIVIDUALS AND FAMILIES WITH MUTUAL SUPPORT SKILLS, INFORMATION ON COMMUNITY RESOURCES, AND MENTAL HEALTH EDUCATION. IN 2022, WE PROVIDED CLASSES AND SUPPORT GROUP MEETINGS ATTENDED 940 TIMES BY PEOPLE SEEKING FORMAL EDUCATION OR PERSONAL SUPPORT. WE ALSO RESPONDED TO 185 CALLS, EMAILS, OR VISITS FROM PEOPLE REQUESTING SPECIFIC INFORMATION. B.SOCIALIZATION PROGRAM - PROVIDES ACTIVITIES FOR INDIVIDUALS LIVING WITH A MENTAL HEALTH CONDITION AND/OR THEIR FAMILIES TO REDUCE ISOLATION AND ENHANCE DISCUSSION WITH PEERS AND WITHIN AND BETWEEN FAMILIES WITH ILL MEMBERS. IN 2022, THERE WERE APPROXIMATELY 940 CONTACTS IN THESE ACTIVITIES. C.CLIENT ASSISTANCE PROGRAM - PROVIDES BASIC NEEDS ASSISTANCE TO INDIVIDUALS THAT HAVE A MENTAL HEALTH CONDITION BY PROVIDING FREE CLOTHING, PERSONAL HYGIENE ITEMS, AND FOOD. 940 INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ANNUAL FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR ITS REVIEW AND THEN SENT TO ALL BOARD MEMBERS. THE FINANCE DIRECTOR THEN PRESENTS A SUMMARY TO THE BOARD AT ITS NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS REVIEW AND SIGN A "CONFLICT OF INTEREST" POLICY STATEMENT QUARTERLY AT MEETINGS OF THE BOARD. THESE ARE REVIEWED BY THE PRESIDENT TO ASSURE THAT NO CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A.THE BOARD PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR IN ACCORDANCE WITH THE NAMI LANE COUNTY EMPLOYEE COMPENSATION POLICY AND PROCEDURES. INDIVIDUALS WHO HAVE WORKED WITH THE ED BOTH INSIDE AND OUTSIDE THE ORGANIZATION COMPLETE A PERFORMANCE QUESTIONNAIRE AND/OR INTERVIEW. PERFORMANCE IS EVALUATED BY COMPARING THE DUTIES AND RESPONSIBILITIES OUTLINED IN THEIR JOB RESPONSIBILITIES, THE RESULTS THEY ACHIEVE, AND PERFORMANCE EVALUATION CRITERIA. THE REVIEW INCLUDES A COMPARATIVE ANALYSIS OF ALL FULL-TIME STAFF JOB DESCRIPTIONS AND SALARIES AT THE LOCAL, STATE AND NATIONAL LEVELS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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