Civic Intelligence

Nami California

EIN 94-2676057 • 501(c)3 • Sacramento, CA

Profile

NAMI California is a Grass Roots Organization of Families and Individuals whose lives have been affected by serious mental illness. We advocate for lives of quality and respect, without discrimination and stigma, for all constituents.

425 University Avenue 222Sacramento, CA 95825

www.namica.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.29x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.31x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

95th percentile

84%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$8,848,037

Up $1,319,314 (+18%) from 2023

Liabilities

Up

$2,294,111

Up $141,680 (+6.6%) from 2023

Net Assets

Up

$6,553,926

Up $1,177,634 (+22%) from 2023

Revenue

Up

$11,476,041

Up $4,547,156 (+66%) from 2023

Expenses

Up

$10,407,544

Up $5,718,726 (+122%) from 2023

Net Income

Down

$1,068,497

Down $1,171,570 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $1,510,251Liabilities 2011: $187,671Net Assets 2011: $1,322,5802011Assets 2012: $1,895,948Liabilities 2012: $587,642Net Assets 2012: $1,308,3062012Assets 2013: $2,138,364Liabilities 2013: $499,651Net Assets 2013: $1,638,7132013Assets 2014: $2,324,332Liabilities 2014: $695,704Net Assets 2014: $1,628,6282014Assets 2015: $1,858,014Liabilities 2015: $236,916Net Assets 2015: $1,621,0982015Assets 2016: $1,840,589Liabilities 2016: $260,095Net Assets 2016: $1,580,4942016Assets 2017: $1,898,859Liabilities 2017: $220,487Net Assets 2017: $1,678,3722017Assets 2018: $2,022,551Liabilities 2018: $220,034Net Assets 2018: $1,802,5172018Assets 2019: $2,128,742Liabilities 2019: $293,807Net Assets 2019: $1,834,9352019Assets 2020: $2,522,905Liabilities 2020: $268,757Net Assets 2020: $2,254,1482020Assets 2021: $3,648,314Liabilities 2021: $765,267Net Assets 2021: $2,883,0472021Assets 2022: $4,082,312Liabilities 2022: $1,024,863Net Assets 2022: $3,057,4492022Assets 2023: $7,528,723Liabilities 2023: $2,152,431Net Assets 2023: $5,376,2922023Assets 2024: $8,848,037Liabilities 2024: $2,294,111Net Assets 2024: $6,553,9262024

Highlighted filing

2024

Assets$8,848,037
Liabilities$2,294,111
Net Assets$6,553,926

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,201,157Expenses 2011: $1,195,239Net Income 2011: $5,9182011Revenue 2012: $1,719,219Expenses 2012: $1,731,250Net Income 2012: -$12,0312012Revenue 2013: $2,618,868Expenses 2013: $2,288,461Net Income 2013: $330,4072013Revenue 2014: $3,013,138Expenses 2014: $3,023,223Net Income 2014: -$10,0852014Revenue 2015: $2,057,027Expenses 2015: $2,064,197Net Income 2015: -$7,1702015Revenue 2016: $1,614,629Expenses 2016: $1,655,233Net Income 2016: -$40,6042016Revenue 2017: $1,482,333Expenses 2017: $1,384,456Net Income 2017: $97,8772017Revenue 2018: $2,015,123Expenses 2018: $1,868,713Net Income 2018: $146,4102018Revenue 2019: $2,147,605Expenses 2019: $2,128,449Net Income 2019: $19,1562019Revenue 2020: $2,237,740Expenses 2020: $1,841,564Net Income 2020: $396,1762020Revenue 2021: $3,183,389Expenses 2021: $2,749,028Net Income 2021: $434,3612021Revenue 2022: $6,153,087Expenses 2022: $5,743,213Net Income 2022: $409,8742022Revenue 2023: $6,928,885Expenses 2023: $4,688,818Net Income 2023: $2,240,0672023Revenue 2024: $11,476,041Expenses 2024: $10,407,544Net Income 2024: $1,068,4972024

Highlighted filing

2024

Revenue$11,476,041
Expenses$10,407,544
Net Income$1,068,497

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.85$2.29$6.55$11.5$10.4$1.07
2023Detailed filing. Detailed filing data is available for this year.$7.53$2.15$5.38$6.93$4.69$2.24
2022Detailed filing. Detailed filing data is available for this year.$4.08$1.02$3.06$6.15$5.74$0.41
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.77$2.88$3.18$2.75$0.43
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.27$2.25$2.24$1.84$0.40
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.29$1.83$2.15$2.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.22$1.80$2.02$1.87$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.22$1.68$1.48$1.38$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.26$1.58$1.61$1.66$0.04
2015Summary only. Only limited summary data is available for this year.$1.86$0.24$1.62$2.06$2.06$0.01
2014Summary only. Only limited summary data is available for this year.$2.32$0.70$1.63$3.01$3.02$0.01
2013Summary only. Only limited summary data is available for this year.$2.14$0.50$1.64$2.62$2.29$0.33
2012Summary only. Only limited summary data is available for this year.$1.90$0.59$1.31$1.72$1.73$0.01
2011Summary only. Only limited summary data is available for this year.$1.51$0.19$1.32$1.20$1.20$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$11,865,270
Mission and Program Overview

Mission

NAMI California is a Grass Roots Organization of Families and Individuals whose lives have been affected by serious mental illness. We advocate for lives of quality and respect, without discrimination and stigma, for all constituents. We provide leadership in advocacy, legislation, policy development, education and support throughout California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,808,770$3,809,372▲ $602
Accounts Receivable$1,859,869$2,941,377▲ $1,081,508
Investments in Publicly Traded Securities$1,278,867$1,425,919▲ $147,052
Intangible Assets$360,593$320,955▼ $39,638
Cash and Non-Interest-Bearing Accounts$144,827$215,798▲ $70,971
Prepaid Expenses and Deferred Charges$15,705$81,071▲ $65,366
Land, Buildings, and Equipment, Net$60,092$53,545▼ $6,547
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-
Inventories for Sale or Use-$0-
Total Assets$7,528,723$8,848,037▲ $1,319,314
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$801,888$1,897,515▲ $1,095,627
Other Liabilities$397,660$320,955▼ $76,705
Deferred Revenue$952,883$75,641▼ $877,242
Total Liabilities$2,152,431$2,294,111▲ $141,680
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,262,824$3,531,883▲ $1,269,059
Net Assets Without Donor Restrictions$3,113,468$3,022,043▼ $91,425
Total Net Assets Fund Balance$5,376,292$6,553,926▲ $1,177,634
Total Liabilities and Net Assets / Fund Balance$7,528,723$8,848,037▲ $1,319,314

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$53,545$88,563$142,108
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica Cruz MPAHSCEOFT$223,346$18,763$242,109
Steven KiteCOOFT$163,557$17,913$181,470

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Randle CommunicationsPublic relations500 Capitol Mall 1950, Sacramento, CA 95814$183,754
Platinum Advisors LLCGovernment relations1215 K Street 1150, Sacramento, CA 95814$126,000
Revenue and Support

Revenue Composition

Contributions and Grants
$11,178,007
Program Service Revenue
$139,306
Investment Income
$158,728
Other Revenue
$0
All Other Contributions
$2,892,761
Change in Net Assets
$1,068,497

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,476,041
Revenue Not Reported on Form 990
$109,137
Total Revenue per Audited Statements
$11,585,178
Total Revenue per Form 990
$11,476,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,242,684
Salaries, Compensation, and Employee Benefits$2,079,639
Other Expenses$1,085,221
Total Fundraising Expense$890,190
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,242,684--$7,242,684
Other Salaries and Wages$867,928$250,342$362,194$1,480,464
Fees for Services Other$198,183$25,672$107,854$331,709
Occupancy$147,892$22,891$108,214$278,997
Current Officers, Directors, Trustees, and Key Employees$135,980$41,826$57,664$235,470
Other Employee Benefits$122,177$47,887$55,445$225,509
Payroll Taxes$74,872$29,346$33,978$138,196
Fees for Services Lobbying$75,280$9,752$40,968$126,000
Travel$25,726$16,337$55,857$97,920
Fees for Services Accounting$42,311$5,481$23,026$70,818
Information Technology$27,930$3,618$15,200$46,748
Insurance$10,783$5,980$3,981$20,744
Office Expenses$7,612$2,006$8,075$17,693
Depreciation Depletion$10,570$1,967$4,154$16,691
Fees for Services Legal$2,992$388$1,628$5,008
Other Expenses$1,749$227$952$2,928
Advertising$1,460$189$795$2,444
Total Functional Expenses$9,032,207$485,147$890,190$10,407,544

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,407,544
Total Expenses per Audited Statements$10,407,544
Total Expenses per Form 990$10,407,544
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MhaccCastro Valley, CA-Coordination/Training/Counseling$2,783,191
NAMI San DiegoSan Diego, CA-Coordination/Training/Counseling$967,191
NAMI Orange CountyLake Forest, CA-Coordination/Training$670,780
NAMI Santa Cruz CoSanta Cruz, CA--$632,172
NAMI Greater Los AngelesLos Angeles, CA-Coordination/Training$399,335
NAMI San MateoSan Mateo, CA--$381,597
NAMI Westside Los AngelesLos Angeles, CA--$337,041
NAMI Urban Los AngelesLos Angeles, CA--$327,631
NAMI SacramentoSacramento, CA-Coordination/Training$305,061
NAMI Fresno CountyFresno, CA-Coordination/Training/Counseling$134,442
NAMI Contra CostaConcord, CA-Coordination/Training$107,316
NAMI Mt San JacintoSan Jacinto, CA-Coordination/Training/Counseling$35,653
NAMI Kern CountyBakersfield, CA-Coordination/Training$28,831
NAMI San Joaquin CoStockton, CA--$27,502
NAMI El Dorado CoEl Dorado, CA-Coordination/Training$20,000
NAMI Solano CountyFairfield, CA--$9,530
NAMI Ventura CountyCamarillo, CA--$8,890
NAMI AlamedaOakland, CA-Coordination/Training/Counseling$7,875
NAMI San FranciscoSan Francisco, CA-Coordination/Training/Counseling$7,000
NAMI Sonoma CountySanta Rosa, CA--$7,000
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
Yes
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
Operating Lease Liability$320,955
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 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
Yes
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, Part VI, Section A, Line 6

The authorized number of directors shall be as set by resolution of the Directors, but not less than twelve (12) or more than thirteen (13). Each Director shall hold office for a term of three (3) years and until his successor shall have been elected and qualified. No Director shall serve more than two (2) full consecutive terms. Any former Director may serve again after an absence of one (1) year. A partial term is not counted towards the two full consecutive terms. The Board of Directors shall be NAMI California members and consist of at least seventy fiver (75) percent persons who have or have had mental illness, or parents or other relatives of persons with a mental illness.

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

All NAMI California Members in good standing (Membership Dues current) are eligible to vote. One vote may be cast per membership. Manner of Voting: Election ballots for the NAMI California Board of Directors may be cast by members of record as of the meeting date in three ways: - Electronically - By authorizing the Board of Directors to vote by Proxy - Cumulative voting shall not be permittedQuorum: Ten (10%) percent of the Members of the corporation shall constitute a Quorum for the transaction of NAMI California business at a meeting of the members. Appointment of Board Members if no meeting by Quorum is achieved: Newly created directorships resulting from an increase in the number of directors and vacancies occurring in the Board for any reason my be filled by a vote of a majority of the Directors then in office. A director elected to fill a vacancy caused by resignation, death or removal shall be elected to hold office for the unexpired term of the Director's predecessor.

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

Board of Directors hold four meetings a year including the annual meeting to determine new Board Members. Board actions including all resolutions and motions are decided at these meetings and at notices board conference calls held between meetings.

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

Form 990 is prepared by a firm of certified public accountants and is reviewed by the NAMI California senior management team. Form 990 is subsequently reviewed and approved by the Finance Committee prior to filing.

Form 990, Part VI, Section B, Line 12C

Potential conflicts of interest are brought to the attention of the Board of Directors by the Chief Executive Officer, other Members of the Board of Directors and Affiliate Members. Additionally Board of Directors must sign a conflict of interest policy.

Form 990, Part VI, Section B, Line 15B

Compensation policy requires annual review of the performance and compensation (including benefits). The Executive Committee will use comparable date from the Northern California Nonprofit Organizations' annual compensation and benefits survey or other outside compensation consultants to determine salary and benefits. The Board of Directors then approves the annual evaluation and salary adjustment. Compensation policy for Chief Executive Officer requires annual review of the performance and compensation (including benefits).

Form 990, Part VI, Section C, Line 19

The following documents will be made available to the general public upon request at the administration offices: IRS Form 1023, NAMI California governing documents, conflict of interest policy, annual audit report.

Filing and Contact Details

Filer

Filer Name
NAMI California
EIN
94-2676057
Phone
9165670163
Address
425 University Avenue 222, Sacramento, CA 95825

Signing Officer

Name
Jessica Cruz MPAHS
Title
CEO
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Cruz
Formed
1979
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
54
Volunteers
12

Preparer

Firm
Balarsky & Beebout CPAs
Address
6920 Fair Oaks Blvd Ste 205, Carmichael, CA 95608
Preparer
Steven J Olds CPA
Phone
9169212600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: NAMI California Criminal Justice Programs include Crisis Intervention Training (CIT) to increase positive outcomes between city police and the homeless community, persons with mental health needs and high-risk youth populations; inmate rehabilitation and re-entry program that provides services to link offenders to a range of community-based, rehabilitation services that include mental health care; and inmate health and mental health program. OTHER PROGRAM SERVICES 5: NAMI California has 52 Affiliates throughout the state of California. Each of the affiliates has different needs based on its size, location, and availability of community resources. Each of the affiliates holds regular meetings, offers education and support programs for families and consumers, and provides different types of community education (Speaker's Bureau, Educational Material, etc.). In addition, each affiliate offers other education programs based on where it is located, its size (from 10 to approximately 500 members), its existing community resources, and the resources available to the affiliate. In order to appropriately support the affiliates, it is essential that NAMI California supports what the affiliate are doing and assists them, whenever possible, in carrying out their goals. NAMI California, therefore, offers a range of programs and services that every affiliate may elect to provide at a local level. NAMI California is very active in seeking funding to make all programs available to every affiliate. NAMI Peer-to-Peer Recovery Education:This course offers people with mental illness information that will assist them in learning how to "live well with mental illness." The nine-week program uses a combination of lecture, interactive exercises and structured group process to promote awareness, provide information, and offer opportunities to reflect on the impact of mental illness as it expresses itself uniquely through each participant's life. The curriculum includes comprehensive information on the biological bases of mental illness; personal and interpersonal awareness; effectiveness and coping skills; relapse prevention; and information on addictions, spirituality, and basic self care. This course is available in Spanish. NAMI Family-to-Family education:This course places emphasis on family healing, providing insights into and resolution of the profound distress experienced by families and their close relatives as they struggle to cope with serious and persistent mental illness. The 12-week curriculum offers a wide range of information about mental illness, and assists caregivers in understanding how the experience of living with mental illness affects their family member. this course is available in Spanish.NAMI California is also working to increase use of technology for registration, participation data management, and seminar evaluation which will in turn increase training, education and support opportunities for families. NAMI Support Groups:The NAMI Support group model offers a set of key structures and group processes for facilitators to use in common support group scenarios, Facilitator training is available; however, affiliates are not required to receive this specific training in order to provide support groups at the local level.NAMI on Campus High School (NCHS):Clubs are student-led clubs that raise mental health awareness and reduce stigma on campus through peer led activities and education. Student leaders will be empowered with toolkits, material, templates, and resources to make running the club a fun and educational process.NAMI Provider Education:This program is designed for mental health service providers and their staff and is co-taught by consumers, professionals, and family members. This 10-week course presents a penetrating, subjective view of family and consumer experiences to providers and line staff at public agencies who work directly with people with severe and persistent mental illness. The co

Financial Statement Notes

Part X : FIN48 Footnote

The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires that management report information regarding its exposure to various tax positions taken by NAMI California. Management has determined whether any tax positions have met the recognition threshold and have measured the exposure to those tax positions and believes that NAMI California has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. No interest or penalties from federal or state tax authorities have been recorded in the accompanying financial statements.

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