Civic Intelligence

National Alliance on Mental Illness Of

990 • Fiscal year 2022 • EIN 93-0967313

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 30, 2022

10202 SE 32nd Avenue Suite 501Milwaukie, OR 97222

(503) 344-5050

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

37th percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-18%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$718,102

Down $6,421 (-0.9%) from 2021

Net Assets

Down

$716,377

Down $4,036 (-0.6%) from 2021

Liabilities

Down

$1,725

Down $2,385 (-58%) from 2021

Revenue

Down

$448,803

Down $100,189 (-18%) from 2021

Expenses

Up

$377,974

Up $61,963 (+20%) from 2021

Net Income

Down

$70,829

Down $162,152 (-70%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $275,366Liabilities 2010: $0Net Assets 2010: $275,3662010Assets 2011: $281,461Liabilities 2011: $02011Assets 2012: $326,546Liabilities 2012: $0Net Assets 2012: $326,5462012Assets 2013: $348,353Net Assets 2013: $348,3532013Assets 2014: $305,833Liabilities 2014: $863Net Assets 2014: $304,9702014Assets 2015: $306,916Liabilities 2015: $65Net Assets 2015: $306,8512015Assets 2016: $328,328Liabilities 2016: $1,024Net Assets 2016: $327,3042016Assets 2017: $392,490Liabilities 2017: $1,944Net Assets 2017: $390,5462017Assets 2018: $439,129Liabilities 2018: $4,124Net Assets 2018: $435,0052018Assets 2019: $500,542Liabilities 2019: $9,707Net Assets 2019: $490,8352019Assets 2020: $536,959Liabilities 2020: $27,891Net Assets 2020: $509,0682020Assets 2021: $724,523Liabilities 2021: $4,110Net Assets 2021: $720,4132021Assets 2022: $718,102Liabilities 2022: $1,725Net Assets 2022: $716,3772022Assets 2023: $676,412Liabilities 2023: $7,847Net Assets 2023: $668,5652023Assets 2024: $709,661Liabilities 2024: $15,339Net Assets 2024: $694,3222024Assets 2025: $590,418Liabilities 2025: $3,581Net Assets 2025: $586,8372025

Highlighted filing

2022

Assets$718,102
Liabilities$1,725
Net Assets$716,377

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $27,432Expenses 2010: $28,190Net Income 2010: -$7582010Revenue 2011: $146,817Expenses 2011: $140,722Net Income 2011: $6,0952011Revenue 2012: $191,785Expenses 2012: $146,700Net Income 2012: $45,0852012Revenue 2013: $194,313Expenses 2013: $173,057Net Income 2013: $21,2562013Revenue 2014: $170,770Expenses 2014: $213,841Net Income 2014: -$43,0712014Revenue 2015: $201,769Expenses 2015: $199,888Net Income 2015: $1,8812015Revenue 2016: $233,198Expenses 2016: $212,745Net Income 2016: $20,4532016Revenue 2017: $274,535Expenses 2017: $212,739Net Income 2017: $61,7962017Revenue 2018: $238,661Expenses 2018: $200,317Net Income 2018: $38,3442018Revenue 2019: $348,477Expenses 2019: $295,833Net Income 2019: $52,6442019Revenue 2020: $339,407Expenses 2020: $319,898Net Income 2020: $19,5092020Revenue 2021: $548,992Expenses 2021: $316,011Net Income 2021: $232,9812021Revenue 2022: $448,803Expenses 2022: $377,974Net Income 2022: $70,8292022Revenue 2023: $212,108Expenses 2023: $316,308Net Income 2023: -$104,2002023Revenue 2024: $463,179Expenses 2024: $449,250Net Income 2024: $13,9292024Revenue 2025: $413,101Expenses 2025: $528,906Net Income 2025: -$115,8052025

Highlighted filing

2022

Revenue$448,803
Expenses$377,974
Net Income$70,829
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 30, 2022
Return Version
2021v4.0
Gross Receipts
$448,803
Mission and Program Overview

Mission

Improve the quality of life for all whose lives are affected by mental health issues through support, education, advocacy and outreach.

Nami clackamas is a grassroots organization dedicated to improving the quality of life for everyone impacted by mental health issues through education, support and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$326,441$388,303▲ $61,862
Cash and Non-Interest-Bearing Accounts$208,181$209,165▲ $984
Investments in Publicly Traded Securities$131,313$119,314▼ $11,999
Land, Buildings, and Equipment, Net$2,200$1,320▼ $880
Total Assets$668,135$718,102▲ $49,967
Liabilities
Other Liabilities$4,110$1,725▼ $2,385
Total Liabilities$4,110$1,725▼ $2,385
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$606,139$658,491▲ $52,352
Net Assets With Donor Restrictions$57,886$57,886→ $0
Total Net Assets Fund Balance$664,025$716,377▲ $52,352
Total Liabilities and Net Assets / Fund Balance$668,135$718,102▲ $49,967

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,320$12,535$13,855
Compensation and Service Providers

Board Members and Trustees

NameTitle
LA'VERNE ADAMSPresident
Judie JamisonDirector
Judy StelleDirector
Lee EbyDirector
Pamela BlackwellDirector
Rachel ToddDirector
Robert SelanderDirector
Mary ClarkSecretary
Nathan TrimplerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$439,525
Program Service Revenue
$0
Investment Income
$8,840
Other Revenue
$438
All Other Contributions
$304,774
Change in Net Assets
$70,829

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$35,088
Total Noncash Contributions1$35,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$233,923
Other Expenses$144,051
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$213,806--$213,806
Fees for Services Other$47,349--$47,349
Occupancy$42,536--$42,536
Payroll Taxes$17,317--$17,317
Fees for Services Accounting-$11,197-$11,197
Office Expenses$9,193--$9,193
Advertising$5,104--$5,104
Insurance-$4,377-$4,377
Information Technology$2,809--$2,809
Other Employee Benefits$2,800--$2,800
All Other Expenses$2,799--$2,799
Fees for Service Investment Mgmnt Fees-$1,864-$1,864
Other Expenses$1,056--$1,056
Depreciation Depletion$880--$880
Travel$15--$15
Total Functional Expenses$360,536$17,438$0$377,974
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
Credit Card Payable$1,725
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

Form 990 was reviewed by the board of directors before filing the tax return.

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

The organization has a written conflicts policy that the executive direcotr circulates to the board members annually to review and sign a conflict of interest form.

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

The board determines the executive director's compensation adhering to the nami clackamas compensation policy

Form 990, Page 6, Part VI, Line 19

Governing and financial documents are available upon request at the organization's officers

Filing and Contact Details

Filer

Filer Name
Nami Clackamas
EIN
93-0967313
Phone
5033445050
Address
10202 SE 32ND AVENUE SUITE 501, MILWAUKIE, OR 97222

Signing Officer

Name
Nathan Trimpler
Title
Treasurer
Phone
5032308009
Signed
2022-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
LA'VERNE ADAMS
Formed
1978
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
11
Volunteers
86

Preparer

Firm
Rogers Financial Services
Address
2895 S BEAVERCREEK RD STE 200, OREGON CITY, OR 97045
Preparer
Greg Rogers
Phone
5036557153
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers assist in awareness campaigns and fundraising efforts. Fiscal year hours for the volunteers was 2,600 hours. The organization's facilities are provided by providence milwaukie hospital. The fair market value of the lease is 35,088.

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

Organization is committed to improving the quality of life of those afflicted with mental illness.

Form 990, Part IX, Line 11G

Outside services 47,349 0 0

Raw XML AppendixShowing 400 of 401 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/ProgSrvcAccomActy2Grp/Desc0PEER RESOURCE CONNECTION SERVICES (PERC) PAIRS A PERSON AFFECTED BY MENTAL ILLNESS WITH ANOTHER TRAINED INDIVIDUAL WITH EXPERIENCE IN MENTAL ILLNESS TO WORK ONE-ON-ONE TO IDENTIFY COMMUNITY RESOURCES, APPLY FOR PROGRAMS THAT THEY MAY QUALIFY FOR INCLUDING REDUCED AND FREE MEDICATIONS, AND OFFER THE SUPPORT AND INSIGHT OF A PERSON WHO HAS SIMILAR LIFE EXPERIENCES.
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT GROUPS ARE FREE, DROP IN, PEER-LED GROUPS FOR ADULTS LIVING WITH MENTAL ILLNESS AND THOSE WHO LOVE AND CARE ABOUT THEM. PARTICIPANTS GAIN INSIGHT FROM HEARING THE CHALLENGES AND SUCCESSES OF OTHERS. GROUPS ARE LED BY NAMI-TRAINED FACILITATORS WHO HAVE EXPERIENCES SIMILAR TO THOSE WHO ARE ATTENDING.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ORGANIZATION IS COMMITTED TO IMPROVING THE QUALITY OF LIFE OF THOSE AFFLICTED WITH MENTAL ILLNESS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0313187
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0522658
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02139
IRS990/PYOtherExpensesAmt0146965
IRS990/PYOtherRevenueAmt024195
IRS990/PYRevenuesLessExpensesAmt0176593
IRS990/PYSalariesCompEmpBnftPaidAmt0225434
IRS990/PYTotalExpensesAmt0372399
IRS990/PYTotalRevenueAmt0548992
IRS990/ReconcilationRevenueExpnssAmt070829
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0326441
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0388303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0439525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0419334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0356065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0362542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0229956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01807422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0499
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02139
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02642
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013447
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt027343
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99260
IRS990ScheduleA/PublicSupportPY170Pct00.99090
IRS990ScheduleA/PublicSupportTotal170Amt01807422
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0439525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0419334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0356065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0362542
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0229956
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01807422
IRS990ScheduleA/TotalSupportAmt01820869
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/EquipmentGrp/BookValueAmt01320
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012535
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013855
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01320
IRS990ScheduleD/TotalLiabilityAmt01725
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt035088
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS ASSIST IN AWARENESS CAMPAIGNS AND FUNDRAISING EFFORTS. FISCAL YEAR HOURS FOR THE VOLUNTEERS WAS 2,600 HOURS. THE ORGANIZATION'S FACILITIES ARE PROVIDED BY PROVIDENCE MILWAUKIE HOSPITAL. THE FAIR MARKET VALUE OF THE LEASE IS 35,088.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION IS COMMITTED TO IMPROVING THE QUALITY OF LIFE OF THOSE AFFLICTED WITH MENTAL ILLNESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A WRITTEN CONFLICTS POLICY THAT THE EXECUTIVE DIRECOTR CIRCULATES TO THE BOARD MEMBERS ANNUALLY TO REVIEW AND SIGN A CONFLICT OF INTEREST FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION ADHERING TO THE NAMI CLACKAMAS COMPENSATION POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OUTSIDE SERVICES 47,349 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0668135
IRS990/TotalAssetsEOYAmt0718102
IRS990/TotalAssetsGrp/BOYAmt0668135
IRS990/TotalAssetsGrp/EOYAmt0718102
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0439525
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017438
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0360536
IRS990/TotalFunctionalExpensesGrp/TotalAmt0377974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04110
IRS990/TotalLiabilitiesEOYAmt01725
IRS990/TotalLiabilitiesGrp/BOYAmt04110
IRS990/TotalLiabilitiesGrp/EOYAmt01725
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0664025
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0716377
IRS990/TotalOtherProgSrvcExpenseAmt0313187
IRS990/TotalProgramServiceExpensesAmt0360536
IRS990/TotalRevenueGrp/ExclusionAmt0499
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08779
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0448803
IRS990/TotalVolunteersCnt086
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0668135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0718102
IRS990/TravelGrp/ProgramServicesAmt015
IRS990/TravelGrp/TotalAmt015
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.NAMICC.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATHAN TRIMPLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05032308009
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI CLACKAMAS
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0930967313
ReturnHeader/Filer/PhoneNum05033445050
ReturnHeader/Filer/USAddress/AddressLine1Txt010202 SE 32ND AVENUE SUITE 501
ReturnHeader/Filer/USAddress/CityNm0MILWAUKIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205021417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGERS FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02895 S BEAVERCREEK RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREGON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097045
ReturnHeader/PreparerPersonGrp/PhoneNum05036557153
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG ROGERS
ReturnHeader/ReturnTs02022-10-06T12:17:13-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRIMPLER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.04$5.87$4.13$5.29$1.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$0.15$6.94$4.63$4.49$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.08$6.69$2.12$3.16$1.04
2022Detailed filing. Detailed filing data is available for this year.$7.18$0.02$7.16$4.49$3.78$0.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$0.04$7.20$5.49$3.16$2.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.28$5.09$3.39$3.20$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.10$4.91$3.48$2.96$0.53
2018Summary only. Only limited summary data is available for this year.$4.39$0.04$4.35$2.39$2.00$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.02$3.91$2.75$2.13$0.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.01$3.27$2.33$2.13$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$2.02$2.00$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.01$3.05$1.71$2.14$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$3.48$1.94$1.73$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.00$3.27$1.92$1.47$0.45
2011Summary only. Only limited summary data is available for this year.$2.81$0.00$1.47$1.41$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.27$0.28$0.01