Civic Intelligence

Nami - Oregon

990 • Fiscal year 2018 • EIN 93-0875209

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 04, 2019

4701 SE 24th Avenue Suite EPortland, OR 97202

(503) 230-8009

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$83,117

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$782,371

Up $172,906 (+28%) from 2017

Net Assets

Up

$776,798

Up $178,675 (+30%) from 2017

Liabilities

Down

$5,573

Down $5,769 (-51%) from 2017

Revenue

Up

$705,046

Up $191,104 (+37%) from 2017

Expenses

Up

$545,603

Up $76,040 (+16%) from 2017

Net Income

Up

$159,443

Up $115,064 (+259%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $185,347Liabilities 2011: $19,392Net Assets 2011: $165,9552011Assets 2012: $205,109Liabilities 2012: $21,811Net Assets 2012: $183,2982012Assets 2013: $281,467Liabilities 2013: $7,977Net Assets 2013: $273,4902013Assets 2014: $348,103Liabilities 2014: $7,487Net Assets 2014: $340,6162014Assets 2015: $492,126Liabilities 2015: $7,792Net Assets 2015: $484,3342015Assets 2016: $559,972Liabilities 2016: $6,228Net Assets 2016: $553,7442016Assets 2017: $609,465Liabilities 2017: $11,342Net Assets 2017: $598,1232017Assets 2018: $782,371Liabilities 2018: $5,573Net Assets 2018: $776,7982018Assets 2019: $1,046,991Liabilities 2019: $22,628Net Assets 2019: $1,024,3632019Assets 2020: $1,306,837Liabilities 2020: $81,871Net Assets 2020: $1,224,9662020Assets 2021: $1,484,645Liabilities 2021: $55,357Net Assets 2021: $1,429,2882021Assets 2022: $2,995,880Liabilities 2022: $902,969Net Assets 2022: $2,092,9112022Assets 2023: $3,417,238Liabilities 2023: $906,966Net Assets 2023: $2,510,2722023Assets 2024: $3,855,493Liabilities 2024: $887,733Net Assets 2024: $2,967,7602024

Highlighted filing

2018

Assets$782,371
Liabilities$5,573
Net Assets$776,798

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2011: $378,354Expenses 2011: $362,116Net Income 2011: $16,2382011Expenses 2012: $356,5472012Revenue 2013: $475,938Expenses 2013: $385,745Net Income 2013: $90,1932013Revenue 2014: $492,678Expenses 2014: $431,182Net Income 2014: $61,4962014Revenue 2015: $576,599Expenses 2015: $432,881Net Income 2015: $143,7182015Revenue 2016: $478,913Expenses 2016: $429,658Net Income 2016: $49,2552016Revenue 2017: $513,942Expenses 2017: $469,563Net Income 2017: $44,3792017Revenue 2018: $705,046Expenses 2018: $545,603Net Income 2018: $159,4432018Revenue 2019: $797,672Expenses 2019: $554,860Net Income 2019: $242,8122019Revenue 2020: $758,079Expenses 2020: $560,693Net Income 2020: $197,3862020Revenue 2021: $888,127Expenses 2021: $688,977Net Income 2021: $199,1502021Revenue 2022: $1,237,922Expenses 2022: $570,105Net Income 2022: $667,8172022Revenue 2023: $1,037,535Expenses 2023: $623,131Net Income 2023: $414,4042023Revenue 2024: $1,193,506Expenses 2024: $739,524Net Income 2024: $453,9822024

Highlighted filing

2018

Revenue$705,046
Expenses$545,603
Net Income$159,443
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 4, 2019
Return Version
2018v3.1
Gross Receipts
$748,217
Mission and Program Overview

Mission

Through the education, support, advocacy and outreach programs, nami oregon is dedicated to improving the quality of life of individuals living with mental illness, as well as their families and loved ones.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$506,239$430,705▼ $75,534
Cash and Non-Interest-Bearing Accounts$35,025$265,464▲ $230,439
Accounts Receivable-$28,260-
Pledges and Grants Receivable$36,818$28,042▼ $8,776
Land, Buildings, and Equipment, Net$2,415$3,172▲ $757
Prepaid Expenses and Deferred Charges$751$495▼ $256
Total Assets$609,465$782,371▲ $172,906
Other Assets Total$28,217$26,233▼ $1,984
Liabilities
Accounts Payable and Accrued Expenses$11,342$5,573▼ $5,769
Total Liabilities$11,342$5,573▼ $5,769
Net Assets / Fund Balance
Unrestricted Net Assets$478,678$595,680▲ $117,002
Temporarily Rstr Net Assets$119,445$181,118▲ $61,673
Total Net Assets Fund Balance$598,123$776,798▲ $178,675
Total Liabilities and Net Assets / Fund Balance$609,465$782,371▲ $172,906

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,172$16,108$19,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris BouneffExecutive DiFT$79,920$3,197$83,117

Board Members and Trustees

NameTitle
Robin Henderson PsydPresident
Andrew GroverBoard Member
Christy MacielBoard Member
Fawn HakertBoard Member
George Fussell MdBoard Member
Harris MatarazzoBoard Member
Marcia HilleBoard Member
Rebecca S FullerBoard Member
Rogelio ZavalaBoard Member
John PankSecretary
Dave WrightTreasurer
Brian Little DoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$647,941
Program Service Revenue
$68,316
Investment Income
$991
Other Revenue
$-12,202
All Other Contributions
$322,860
Change in Net Assets
$159,443

Audited Revenue Reconciliation

Revenue per Audited Statements
$705,046
Revenue Not Reported on Form 990
$17,412
Total Revenue per Audited Statements
$722,458
Total Revenue per Form 990
$705,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$321,900
Salaries, Compensation, and Employee Benefits$202,657
Total Fundraising Expense$38,531
Grants and Similar Amounts Paid$21,046
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,822$15,636$21,777$102,235
Current Officers, Directors, Trustees, and Key Employees$73,143$8,312$1,662$83,117
Fees for Services Lobbying$73,000--$73,000
Conferences and Meetings$50,640$810$640$52,090
Office Expenses$30,763$4,173$7,996$42,932
Payments to Affiliates$24,870--$24,870
Grants to Domestic Orgs$21,046--$21,046
Occupancy$11,828$2,057$2,035$15,920
Fees for Services Other$12,871$2,717-$15,588
Fees for Services Accounting-$15,227-$15,227
Fees for Services Legal-$14,818-$14,818
Payroll Taxes$11,053$2,027$845$13,925
Advertising$11,135--$11,135
Information Technology$4,773$670$663$6,106
Other Expenses$2,068$2,897$766$4,965
Insurance$401$2,996-$3,397
Pension Plan Contributions$918$384$2,078$3,380
Depreciation Depletion$402$70$69$541
Total Functional Expenses$429,830$77,242$38,531$545,603

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$563,829
Expenses per Audited Statements$545,603
Total Expenses per Form 990$545,603
Expenses Not Reported on Form 990$18,226
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,171
Fundraising Gross Income$30,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Namiwalks$177,496-$8,039-
Smith Dinner &$57,745$30,700-$30,700
Total Events$235,241$30,700$43,171$-12,471
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has members.

Form 990, Page 6, Part VI, Line 7A

Members may elect board members and are asked to ratify board members who are named to the board between annual meetings.

Form 990, Page 6, Part VI, Line 7B

Members may also take direct action to overturn a decision of a board member or remove a member from the board.

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

The executive director and treasurer review the draft 990 prepared by independent paid preparer. Thereafter, corrections are provided by management to the paid preparer and the final return is reviewed by the executive director and treasurer prior to filing of the final form 990 with the irs.

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

Each director, principal officer and member of a committee with board delegated powers annually signs a statement affirming their knowledge and understanding of the conflict of interest policy. Each voting member of the board annually signs a statement declaring they are an independent director. If at any time during the year the information in the annual statement changes materially, the director shall disclose such changes and revise the annual disclosure form. The executive committee shall enforce compliance with this policy by reviewing annual statements and taking such other actions as are necessary for effective oversight.

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

Compensation for the executive director is subject to a review and approval process by independent board members on an annual basis using comparable data for similar positions in comparable organizations. The process and decisions are documented in writing.

Form 990, Page 6, Part VI, Line 19

The conflict of interest policy and audited financial statements for the most recently completed year are available to the public upon request. Articles of incorporation and by-laws are normally not provided.

Filing and Contact Details

Filer

Filer Name
Nami Oregon
EIN
93-0875209
Phone
5032308009
Address
4701 SE 24TH AVENUE SUITE E, PORTLAND, OR 97202

Signing Officer

Name
Chris Bouneff
Title
Executive Director
Phone
5032308009
Signed
2019-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Bouneff
Formed
1985
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
85

Preparer

Firm
Richman & Associates LLC
Address
1 SW COLUMBIA ST STE 400, PORTLAND, OR 97204-2005
Preparer
James E Richman
Phone
5032953780
Supplemental Narrative

Additional Explanations

Form 990, Part III

Line 4a continued. Nami oregon held 1,387 nami signature programs in 2018, serving 13,294 people. Trained volunteers also fielded 1,700 helpline calls from individuals and families about treatment and support services in their local communities across oregon. Line 4b continued. That will lead to more positive mental health and health care outcomes. They also advocate with local mental health authorities, county commissioners, city leaders, law enforcement and others in local communities.

Form 990, Part XI, Line 9

Transfer of net assets from affiliate 20,046

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Special event expenses 18,226

Schedule D, Page 4, Part XII, Line 2D

Special event expenses 18,226

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IRS990/Desc0EDUCATION AND SUPPORT - NAMI OREGON OFFERS AN ARRAY OF PEER EDUCATION AND TRAINING PROGRAMS AND SERVICES FOR INDIVIDUALS LIVING WITH MENTAL ILLNESS, FAMILY MEMBERS, PROVIDERS AND THE GENERAL PUBLIC AT NO COST TO PARTICIPANTS SEEKING CRITICAL INFORMATION AND SUPPORT NOT FOUND ELSEWHERE IN THE MENTAL HEALTH AND ADDICTION SYSTEM. THESE PROGRAMS DRAW ON THE LIVED EXPERIENCE OF MENTAL HEALTH CONSUMERS AND FAMILY MEMBERS WHO HAVE LEARNED TO LIVE WELL WITH THEIR ILLNESSES AND HAVE BEEN EXTENSIVELY TRAINED TO HELP OTHERS. NAMI OREGON HELD TEACHER AND FACILITATOR TRAININGS FOR ITS CORE EDUCATION AND SUPPORT GROUP PROGRAMS, CONNECTION PEER SUPPORT GROUP, FAMILY SUPPORT GROUP, FAMILY- TO-FAMILY, PEER-TO-PEER, IN OUR OWN VOICE, BASICS, ENDING THE SILENCE, AND DE FAMILIA A FAMILIA DE NAMI. CONTINUED ON SCHEDULE O.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCACY/POLICY - NAMI OREGON IS THE LARGEST MEMBERSHIP-BASED MENTAL HEALTH ORGANIZATION IN THE STATE OF OREGON AND IS RECOGNIZED AS THE LEADING VOICE ON MENTAL HEALTH ISSUES AMONG STATE LAWMAKERS AND AMONG LOCAL MENTAL HEALTH POLICYMAKERS ACROSS THE STATE. NAMI ADVOCATES CONTINUE TO FIGHT FOR POLICY CHANGES AND HEALTH CARE TRANSFORMATION THAT RAISES THE BAR ON MENTAL HEALTH TREATMENT AND SUPPORT SERVICES THAT PROMOTE RECOVERY AND TIMELY ACCESS TO SERVICES AND SUPPORTS, REDUCE BARRIERS TO EFFECTIVE TREATMENT, AND PRESERVE FAMILIES AND COMMUNITIES. NAMI GRASSROOTS ADVOCATES AND VOLUNTEERS ARE ACTIVE WITH THEIR STATE LEGISLATORS, INFORMING THEM OF POSITIVE DEVELOPMENTS IN THE MENTAL HEALTH SYSTEM AND ADVOCATING FOR IMPROVEMENTS CONTINUED ON SCHEDULE O.
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IRS990/ProgSrvcAccomActy3Grp/Desc0OUTREACH - NAMI OREGON'S ARRAY OF SUPPORT AND PUBUC EDUCATION EFFORTS ARE FOCUSED ON EDUCATING OREGONIANS ABOUT MENTAL ILLNESS, TREATMENT, SUPPORT SERVICES AND RECOVERY. WE ARE THE DESIGNATED OUTREACH PARTNER FOR OREGON THROUGH THE FEDERAL NATIONAL INSTITUTE ON MENTAL HEALTH, WHICH GIVES NAMI OREGON ACCESS TO THE LATEST RESEARCH AND SCIENCE-BASED PUBUCATIONS THAT STAFF AND VOLUNTEERS DISTRIBUTE AT COMMUNITY PRESENTATIONS, HEALTH FAIRS, AND OTHER PUBLIC EVENTS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.89$2.97$1.19$0.74$0.45
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.91$2.51$1.04$0.62$0.41
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.90$2.09$1.24$0.57$0.67
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.06$1.43$0.89$0.69$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.08$1.22$0.76$0.56$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.02$0.80$0.55$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.78$0.71$0.55$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$0.51$0.47$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.48$0.43$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$0.58$0.43$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.34$0.49$0.43$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$0.48$0.39$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.02$0.18$0.36
2011Summary only. Only limited summary data is available for this year.$0.19$0.02$0.17$0.38$0.36$0.02