Civic Intelligence

Nami San Mateo County

EIN 94-2650681 • 501(c)3 • San Mateo, CA

Profile

NAMI San Mateo County is dedicated to improving the quality of life for people with a mental illness and their families through support, education and advocacy.

1730 South Amphlett Blvd 308San Mateo, CA 94402

www.namisanmateo.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

92nd percentile

59%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

71%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$903,988

Up $336,127 (+59%) from 2023

Liabilities

Up

$20,961

Up $8,249 (+65%) from 2023

Net Assets

Up

$883,027

Up $327,878 (+59%) from 2023

Revenue

Up

$1,545,048

Up $643,648 (+71%) from 2023

Expenses

Up

$1,217,172

Up $271,071 (+29%) from 2023

Net Income

Up

$327,876

Up $372,577 (+833%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $305,741Liabilities 2011: $0Net Assets 2011: $305,7412011Assets 2012: $298,804Liabilities 2012: $0Net Assets 2012: $298,8042012Assets 2013: $304,260Liabilities 2013: $0Net Assets 2013: $304,2602013Assets 2014: $299,244Liabilities 2014: $0Net Assets 2014: $299,2442014Assets 2015: $281,543Liabilities 2015: $0Net Assets 2015: $281,5432015Assets 2016: $339,490Liabilities 2016: $0Net Assets 2016: $339,4902016Assets 2017: $291,475Liabilities 2017: $0Net Assets 2017: $291,4752017Assets 2018: $311,842Liabilities 2018: $0Net Assets 2018: $311,8422018Assets 2019: $346,372Liabilities 2019: $3,195Net Assets 2019: $343,1772019Assets 2020: $433,595Liabilities 2020: $10,662Net Assets 2020: $422,9332020Assets 2021: $460,298Liabilities 2021: $26,949Net Assets 2021: $433,3492021Assets 2022: $665,002Liabilities 2022: $65,152Net Assets 2022: $599,8502022Assets 2023: $567,861Liabilities 2023: $12,712Net Assets 2023: $555,1492023Assets 2024: $903,988Liabilities 2024: $20,961Net Assets 2024: $883,0272024

Highlighted filing

2024

Assets$903,988
Liabilities$20,961
Net Assets$883,027

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $121,832Expenses 2011: $101,927Net Income 2011: $19,9052011Revenue 2012: $89,694Expenses 2012: $96,631Net Income 2012: -$6,9372012Revenue 2013: $113,084Expenses 2013: $107,628Net Income 2013: $5,4562013Revenue 2014: $98,202Expenses 2014: $103,218Net Income 2014: -$5,0162014Revenue 2015: $131,273Expenses 2015: $148,974Net Income 2015: -$17,7012015Revenue 2016: $288,518Expenses 2016: $230,717Net Income 2016: $57,8012016Revenue 2017: $161,438Expenses 2017: $209,453Net Income 2017: -$48,0152017Revenue 2018: $279,819Expenses 2018: $259,452Net Income 2018: $20,3672018Revenue 2019: $355,480Expenses 2019: $324,145Net Income 2019: $31,3352019Revenue 2020: $539,531Expenses 2020: $459,775Net Income 2020: $79,7562020Revenue 2021: $298,507Expenses 2021: $288,091Net Income 2021: $10,4162021Revenue 2022: $660,891Expenses 2022: $494,390Net Income 2022: $166,5012022Revenue 2023: $901,400Expenses 2023: $946,101Net Income 2023: -$44,7012023Revenue 2024: $1,545,048Expenses 2024: $1,217,172Net Income 2024: $327,8762024

Highlighted filing

2024

Revenue$1,545,048
Expenses$1,217,172
Net Income$327,876

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.02$0.88$1.55$1.22$0.33
2023Summary only. Only limited summary data is available for this year.$0.57$0.01$0.56$0.90$0.95$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.07$0.60$0.66$0.49$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.03$0.43$0.30$0.29$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.01$0.42$0.54$0.46$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.34$0.36$0.32$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.28$0.26$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.16$0.21$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.29$0.23$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.13$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.10$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.11$0.11$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.09$0.10$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.12$0.10$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.2
Gross Receipts
$1,613,004
Mission and Program Overview

Mission

NAMI San Mateo County is dedicated to improving the quality of life for people with a mental illness and their families through support, education and advocacy.

Dedicated to improving the quality of life for people with mental illness and their families through support, education, and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$289,207$757,934▲ $468,727
Savings and Temporary Cash Investments$100,192$102,904▲ $2,712
Accounts Receivable$173,680$43,150▼ $130,530
Inventories for Sale or Use$2,332$0▼ $2,332
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$567,861$903,988▲ $336,127
Other Assets Total$2,450$0▼ $2,450
Liabilities
Other Liabilities$10,818$18,083▲ $7,265
Accounts Payable and Accrued Expenses$1,894$2,878▲ $984
Total Liabilities$12,712$20,961▲ $8,249
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$555,149$883,027▲ $327,878
Total Net Assets Fund Balance$555,149$883,027▲ $327,878
Total Liabilities and Net Assets / Fund Balance$567,861$903,988▲ $336,127
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert TaylorExecutive DirectorFT$141,003$5,640$146,643
Leslie DavisGrant/oper DirectorFT$133,720$5,320$139,040
Bianca ColemanDirector-$36,513-$36,513
Dr Jennifer HarrisonDirector-$14,400-$14,400

Board Members and Trustees

NameTitle
Lisa FuchsPresident
Kate PhillipsDirector
Yoko NgDirector
Elyse BrummerSecretary
Kim GariepyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,537,323
Program Service Revenue
$0
Investment Income
$3,647
Other Revenue
$4,078
All Other Contributions
$121,870
Change in Net Assets
$327,876

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,545,048
Total Revenue per Audited Statements
$1,545,048
Total Revenue per Form 990
$1,545,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$954,711
Other Expenses$262,461
Total Fundraising Expense$147,251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$466,315$393$1,119$467,827
Current Officers, Directors, Trustees, and Key Employees$201,713$38,775$112,025$352,513
Other Employee Benefits$48,646$4,629$5,775$59,050
Payroll Taxes$46,041$3,102$7,858$57,001
Occupancy$35,793$4,211$2,105$42,109
Other Expenses$29,778$3,921$1,235$34,934
Office Expenses$26,524$3,120$1,560$31,204
Fees for Services Other-$26,296-$26,296
Information Technology$17,132$1,966$983$20,081
Insurance-$18,652-$18,652
Pension Plan Contributions$12,840$1,551$3,929$18,320
Travel$12,406-$2,189$14,595
Fees for Services Accounting-$8,195-$8,195
Advertising$5,025--$5,025
Fees for Services Legal-$95-$95
Total Functional Expenses$952,042$117,879$147,251$1,217,172

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,217,172
Total Expenses per Audited Statements$1,217,172
Total Expenses per Form 990$1,217,172
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$70,763
Fundraising Direct Expenses$67,956
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
NAMI Walk$240,620-$6,582-
Gala 50th$70,763$70,763$24,060$46,703
Total Events$311,383$70,763$67,956$2,807
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Accrual$18,082
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
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, Part VI, Section B, Line 11B

The Form 990 was prepared by an outside CPA. The completed Form 990 wasprovided to the Executive Director for review. Following that review,any necessary changes were made and the Form 990 was processed for filing.

Form 990, Part VI, Section C, Line 18

The Organization makes its Form 1023 available according the federal and CA requirements.

Form 990, Part VI, Section C, Line 19

The Organization makes its governing documents, conflict of interest policyand financial statements available for public inspection according TO thefederal and CA requirements.

Filing and Contact Details

Filer

Filer Name
NAMI San Mateo County
EIN
94-2650681
Phone
6506380800
Address
1730 South Amphlett Blvd 308, San Mateo, CA 94402

Signing Officer

Name
Lisa Fuchs
Title
President
Signed
2025-10-03
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
62
Volunteers
100

Preparer

Firm
Morris & Associates Llp
Address
2200 POWELL ST STE 990, EMERYVILLE, CA 94608
Preparer
Kevin Lam
Phone
6505711738
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IRS990/Desc0Program Service Accomplishments:programs for people with any mental illness who are interestedin establishing and maintaining their wellness and recovery.During 2024, the Organization provided social and emotional support to community members through the following programs:NAMI Basics: The NAMI Basics Program is a free, 6-week course designedfor parents and other primary caregivers of children and adolescentsexperiencing emotional and behavioral difficulties. It is not necessarythat the child has received a specific diagnosis. Caregivers whosuspect their child is experiencing symptoms of mental illness canbenefit greatly from the course as they begin to navigate theevaluation and treatment process.NAMI Peer-to-Peer: Peer-to-Peer is a unique, experiential learning program for people with any serious mental illness who are interested in establishing and maintaining their wellness and recovery.NAMI Family-to-Family: The NAMI Family-to-Family Education Program is afree, 9-week course for family caregivers of individuals with mental illness. The course is taught by trained family members in English and Spanish. All instruction and course materials are free to class participants.NAMI Ending the Silence: NAMI Ending the Silence is an interactivepresentation for teens that includes a young adult living with mental illness whoshares their journey of recovery. Teens will have the opportunity toask questions and gain understanding of an often misunderstood topic.Through dialogue, we can help grow the movement to end stigma.NAMI In Our Own Voice: In Our Own Voice (IOOV) is a unique free publiceducation program developed by NAMI in which two trained individualspeakers share compelling personal stories about living with mentalillness and achieving recovery. IOOV is an opportunity for those whohave struggled with mental illness to gain confidence and to sharetheir individual experiences of recovery and transformation. IOOVpresentations are given to hospital psychiatric inpatient units,business and consumer groups, students, law enforcement officials, educators, providers, faith community members, politicians,professionals, inmates, and interested civic groups.NAMI Peer Pals: The Peer PALS program, developed by NAMI Santa ClaraCounty, matches PALS, or mentors, with individuals who can use thesupport of someone who has "been there." Because PALS share theexperience of mental illness in common with their peers, they are in aunique position to relate with and understand their peer's experience.PALS help individuals who are isolated with little or no contact withpersons outside their home and helps empower them to develop the tools,strategies and techniques to aid their recovery.NAMI Crisis Intervantion Training: The Crisis Intervention Training(CIT) Program is a free program designed to help law enforcementdeal with people with mental illness in our community. This is acollaborative effort with the San Mateo County Sheriff's Department,Behavioral Health and Recovery Services and NAMI San Mateo County.The Organization also continues to operate a Warmline.
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01966
IRS990/InformationTechnologyGrp/ProgramServicesAmt017132
IRS990/InformationTechnologyGrp/TotalAmt020081
IRS990/InsuranceGrp/ManagementAndGeneralAmt018652
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0311383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt070763

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