Civic Intelligence

Nami San Mateo County

990 • Fiscal year 2017 • EIN 94-2650681

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

1650 Borel Place No 130San Mateo, CA 94402

(650) 638-0800

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$63,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 39.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$291,475

Down $48,015 (-14%) from 2016

Net Assets

Down

$291,475

Down $48,015 (-14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$161,438

Down $127,080 (-44%) from 2016

Expenses

Down

$209,453

Down $21,264 (-9.2%) from 2016

Net Income

Down

-$48,015

Down $105,816 (-183%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$291,475
Liabilities$0
Net Assets$291,475

Operations Trend

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

2017

Revenue$161,438
Expenses$209,453
Net Income-$48,015
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$165,320
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$209,163$209,640▲ $477
Cash and Non-Interest-Bearing Accounts$128,345$79,853▼ $48,492
Inventories for Sale or Use$1,982$1,982→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$339,490$291,475▼ $48,015
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$339,490$291,475▼ $48,015
Total Net Assets Fund Balance$339,490$291,475▼ $48,015
Total Liabilities and Net Assets / Fund Balance$339,490$291,475▼ $48,015

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$12,000$12,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Helene ZimmermanExecutor DirecotrFT$60,000$3,000$63,000

Board Members and Trustees

NameTitle
Jerry ThompsonPresident
Sharon RothVice President
Alan CochranDirector
Armando SandovalDirector
Bobby LaneDirector
Christopher JumpDirector
Danny DeslooverDirector
David KorthDirector
Ginny TraubDirector
Kathy SternDirector
Mark HansonDirector
William KearnsDirector
Carol GoshoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,558
Program Service Revenue
$0
Investment Income
$5,405
Other Revenue
$-2,525
All Other Contributions
$104,758
Change in Net Assets
$-48,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,434
Other Expenses$99,019
Total Fundraising Expense$41,137
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$31,500$15,750$15,750$63,000
Other Salaries and Wages$18,499$9,250$9,250$36,999
Occupancy$15,466$7,733$7,733$30,932
Payroll Taxes$5,217$2,609$2,609$10,435
All Other Expenses$1,443$4,326$404$6,173
Insurance$2,253$1,127$1,127$4,507
Other Expenses$3,217$582$582$4,381
Information Technology$923$461$461$1,845
Fees for Services Other$786$393$393$1,572
Conferences and Meetings$766--$766
Total Functional Expenses$123,256$45,060$41,137$209,453
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,525
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nami Walk$26,699-$2,525-
Total Events$26,699-$2,525$-2,525
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
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 A, Line 6

A member may be one individual or a family of individuals living in one household that is counted as one for the purposes of paying dues and voting. Members are members of nami california and nami.

Form 990, Part VI, Section A, Line 7A

Members have all the rights and obligations of members in nami california, including voting rights in nami the director may be elected at any regular meetings of the members. Directors elected by the members shall be nonminated and elected in accordance with the procedures set forth in article v of the organization's bylaws.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the president and treasurer before filing.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Nami San Mateo County
EIN
94-2650681
Phone
6506380800
Address
1650 BOREL PLACE NO 130, SAN MATEO, CA 94402

Signing Officer

Name
Jerry Thompson
Title
President
Phone
6506380800
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Thompson
Formed
1974
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
23
Volunteers
50

Preparer

Firm
Lindquist Von Husen & Joyce Llp
Address
90 NEW MONTGOMERY STREET 11TH FLOOR, SAN FRANCISCO, CA 94105
Preparer
Alexis H Wong
Phone
4159579999
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IRS990/OtherExpensesGrp/TotalAmt029671
IRS990/OtherExpensesGrp/TotalAmt111313
IRS990/OtherExpensesGrp/TotalAmt27859
IRS990/OtherExpensesGrp/TotalAmt34381
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09250
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09250
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018499
IRS990/OtherSalariesAndWagesGrp/TotalAmt036999
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02609
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02609
IRS990/PayrollTaxesGrp/ProgramServicesAmt05217
IRS990/PayrollTaxesGrp/TotalAmt010435
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JERRY THOMPSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CRISIS INTERVENTION TRAINING - PROVIDE EDUCATION TO POLICE & SHERIFF'S OFFICERS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01000
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE CLEARINGHOUSE OF INFORMATION, HEALTH FAIRS, WARM LINE CALLS, SPEAKING ENGAGEMENTS AND REFERRALS FOR SUPPORT OF MENTALLY ILL AND THEIR FAMILIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt052256
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SALE OF JEWELRY AND CARDS
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt04928
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0283477
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05041
IRS990/PYOtherExpensesAmt0128332
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt057801
IRS990/PYSalariesCompEmpBnftPaidAmt0102385
IRS990/PYTotalExpensesAmt0230717
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0288518
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-48015
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0209163
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0209640
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0158558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0263340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0595511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0477
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0409
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0513
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0898
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04928
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04677
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09605
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0477
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0409
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0513
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0672
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02969
IRS990ScheduleA/InvestmentIncomeCYPct00.00470
IRS990ScheduleA/InvestmentIncomePYPct00.00700
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt019397
IRS990ScheduleA/OtherIncome509Grp/TotalAmt019397
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96440
IRS990ScheduleA/PublicSupportPY509Pct00.95800
IRS990ScheduleA/PublicSupportTotal509Amt0605116
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0163486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0268017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060760
IRS990ScheduleA/Total509Grp/TotalAmt0605116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0163963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0287823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061658
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0627482
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt026699
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt026699
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02525
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NAMI WALK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026699
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2525
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02525
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02525
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MEMBER MAY BE ONE INDIVIDUAL OR A FAMILY OF INDIVIDUALS LIVING IN ONE HOUSEHOLD THAT IS COUNTED AS ONE FOR THE PURPOSES OF PAYING DUES AND VOTING. MEMBERS ARE MEMBERS OF NAMI CALIFORNIA AND NAMI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS HAVE ALL THE RIGHTS AND OBLIGATIONS OF MEMBERS IN NAMI CALIFORNIA, INCLUDING VOTING RIGHTS IN NAMI THE DIRECTOR MAY BE ELECTED AT ANY REGULAR MEETINGS OF THE MEMBERS. DIRECTORS ELECTED BY THE MEMBERS SHALL BE NONMINATED AND ELECTED IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN ARTICLE V OF THE ORGANIZATION'S BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0339490
IRS990/TotalAssetsEOYAmt0291475
IRS990/TotalAssetsGrp/BOYAmt0339490
IRS990/TotalAssetsGrp/EOYAmt0291475
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0158558
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt041137
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045060
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123256

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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
2017Detailed filing. Detailed filing data is available for this year.$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