Civic Intelligence

Nami Lane County

990 • Fiscal year 2023 • EIN 93-0821866

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

129 9th StreetSpringfield, OR 97477

(541) 343-7688

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.47x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

68th percentile

$100,316

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 31.8% of source-year revenue.

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

Asset Growth

24th percentile

-3.7%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

40th percentile

1.2%

Faster revenue growth than 40% of similar nonprofits.

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

Assets

Down

$1,038,935

Down $40,150 (-3.7%) from 2022

Net Assets

Up

$889,901

Up $36,086 (+4.2%) from 2022

Liabilities

Down

$149,034

Down $76,236 (-34%) from 2022

Revenue

Up

$315,905

Up $3,830 (+1.2%) from 2022

Expenses

Up

$332,145

Up $33,624 (+11%) from 2022

Net Income

Down

-$16,240

Down $29,794 (-220%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$1,038,935
Liabilities$149,034
Net Assets$889,901

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$315,905
Expenses$332,145
Net Income-$16,240
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$547,921
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$488,587$476,186▼ $12,401
Investments in Publicly Traded Securities$463,729$325,438▼ $138,291
Savings and Temporary Cash Investments-$150,222-
Cash and Non-Interest-Bearing Accounts$107,672$81,214▼ $26,458
Accounts Receivable-$5,875-
Total Assets$1,079,085$1,038,935▼ $40,150
Other Assets Total$19,097--
Liabilities
Deferred Revenue$219,000$146,000▼ $73,000
Accounts Payable and Accrued Expenses$6,270$3,034▼ $3,236
Total Liabilities$225,270$149,034▼ $76,236
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$853,815$889,901▲ $36,086
Total Net Assets Fund Balance$853,815$889,901▲ $36,086
Total Liabilities and Net Assets / Fund Balance$1,079,085$1,038,935▼ $40,150

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$414,136$46,216$460,352
Land$62,050-$62,050

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$463,729-▲ $60,120$198,410$325,439
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer MacleanExecutive DiFT$100,316$100,316

Board Members and Trustees

NameTitle
Dan IsaacsonPresident
Alex SpeldrichBoard Member
Anne WahtoBoard Member
Giselle FullerBoard Member
Matt GressBoard Member
Rachel KahnBoard Member
Shannon PimmBoard Member
Shawn LockeryBoard Member
Shawn MurphySecretary
Tony IversonTreasurer
Chaine MabrayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$222,822
Program Service Revenue
$111,049
Investment Income
$-9,057
Other Revenue
$-8,909
All Other Contributions
$113,762
Change in Net Assets
$-16,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$250,315
Other Expenses$81,830
Total Fundraising Expense$62,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$25,079$35,111$40,126$100,316
Other Salaries and Wages$67,327$7,256$13,010$87,593
Other Employee Benefits$29,450$3,174$5,691$38,315
Payroll Taxes$14,537$1,567$2,809$18,913
Depreciation Depletion-$12,401-$12,401
Occupancy$175$11,803-$11,978
Insurance-$10,348-$10,348
Fees for Services Other-$9,090-$9,090
Fees for Services Accounting-$8,100-$8,100
Office Expenses-$7,240-$7,240
Pension Plan Contributions$3,980$429$769$5,178
Advertising-$4,088-$4,088
Travel-$3,698-$3,698
All Other Expenses-$2,829-$2,829
Other Expenses$2,010$1,676-$1,676
Payments to Affiliates-$1,000-$1,000
Total Functional Expenses$142,558$127,182$62,405$332,145
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,909
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nami Walks$34,963-$2,835-
Total Events$34,963-$8,909$-8,909
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
Shawn Murphy
Title
Treasurer
Phone
5419125777
Signed
2024-11-14

Organization Details

Principal Officer
Shawn Murphy
Formed
1979
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
100

Preparer

Firm
Griggs Zito LLC
Address
1144 GATEWAY LOOP STE 122, SPRINGFIELD, OR 97477-7749
Preparer
Kris Zito
Phone
5416540850
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 2023, we provided classes and support group meetings attended 983 times by people seeking formal education or personal support. We also responded to 1,955 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 2023, there were approximately 983 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. 772 individuals.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

To allow perpetual operations of nami lane county

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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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0889901
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IRS990/OccupancyGrp/ProgramServicesAmt0175
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07240
IRS990/OfficeExpensesGrp/TotalAmt07240
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05691
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03174
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029450
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038315
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1STAFF & VOLUNTEER DEV
IRS990/OtherExpensesGrp/Desc2STIPENDS
IRS990/OtherExpensesGrp/Desc3COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12198
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21676
IRS990/OtherExpensesGrp/ProgramServicesAmt02010
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IRS990/OtherExpensesGrp/TotalAmt22010
IRS990/OtherExpensesGrp/TotalAmt31676
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013010
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07256
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt067327
IRS990/OtherSalariesAndWagesGrp/TotalAmt087593
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt01000
IRS990/PaymentsToAffiliatesGrp/TotalAmt01000
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02809
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01567
IRS990/PayrollTaxesGrp/ProgramServicesAmt014537
IRS990/PayrollTaxesGrp/TotalAmt018913
IRS990/PensionPlanContributionsGrp/FundraisingAmt0769
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0429
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03980
IRS990/PensionPlanContributionsGrp/TotalAmt05178
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SHAWN MURPHY
IRS990/PriorPeriodAdjustmentsAmt0-17074
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES & SALES
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IRS990/PYContributionsGrantsAmt0208456
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06805
IRS990/PYOtherExpensesAmt083874
IRS990/PYOtherRevenueAmt0-5478
IRS990/PYProgramServiceRevenueAmt0102292
IRS990/PYRevenuesLessExpensesAmt013554
IRS990/PYSalariesCompEmpBnftPaidAmt0214647
IRS990/PYTotalExpensesAmt0298521
IRS990/PYTotalRevenueAmt0312075
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16240
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0111049
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0150222
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 5,428
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0222822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0208456
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0176008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0134174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0132031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0873491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011467
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07170
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058286
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0676127
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0523
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04905
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05428
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77670
IRS990ScheduleA/PublicSupportPY170Pct00.77600
IRS990ScheduleA/PublicSupportTotal170Amt0727918
IRS990ScheduleA/SubstantialContributorsTotAmt0145573
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0222822
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0134174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0132031
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0873491
IRS990ScheduleA/TotalSupportAmt0937205
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0414136
IRS990ScheduleD/BuildingsGrp/DepreciationAmt046216
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0460352
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0463729
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0325439
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt060120
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0198410
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0614328
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0463729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-96189
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt054410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0554096
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0614328
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0107427
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt049219
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0519914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0554096
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt051068
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0422341
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02008
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0519914
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112235
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt016670
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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/TotalBookValueLandBuildingsAmt0476186
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt034963
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034963
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08909
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NAMI WALKS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06074
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06074
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034963
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8909
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02835
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02835
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 2023, WE PROVIDED CLASSES AND SUPPORT GROUP MEETINGS ATTENDED 983 TIMES BY PEOPLE SEEKING FORMAL EDUCATION OR PERSONAL SUPPORT. WE ALSO RESPONDED TO 1,955 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 2023, THERE WERE APPROXIMATELY 983 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. 772 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
IRS990/SchoolOperatingInd0false

Document Assets

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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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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