Civic Intelligence

Nami San Francisco

990 • Fiscal year 2017 • EIN 94-2914709

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

711 Van Ness AveSan Francisco, CA 94102

(415) 474-7310

Siviq Scores

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

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

94th percentile

$56,158

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

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

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Down

$128,146

Down $27,446 (-18%) from 2016

Net Assets

Down

$118,146

Down $37,446 (-24%) from 2016

Liabilities

Up

$10,000

Up $10,000 from 2016

Revenue

Down

$192,497

Down $21,744 (-10%) from 2016

Expenses

Down

$200,925

Down $31,637 (-14%) from 2016

Net Income

Up

-$8,428

Up $9,893 (+54%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2010: $115,247Liabilities 2010: $0Net Assets 2010: $115,2472010Assets 2011: $100,264Liabilities 2011: $603Net Assets 2011: $99,6612011Assets 2012: $138,184Liabilities 2012: $877Net Assets 2012: $137,3072012Assets 2013: $128,773Liabilities 2013: -$458Net Assets 2013: $129,2312013Assets 2014: $173,989Liabilities 2014: -$1,472Net Assets 2014: $175,4612014Assets 2015: $171,649Liabilities 2015: $984Net Assets 2015: $170,6652015Assets 2016: $155,592Liabilities 2016: $0Net Assets 2016: $155,5922016Assets 2017: $128,146Liabilities 2017: $10,000Net Assets 2017: $118,1462017Assets 2018: $25,458Liabilities 2018: $0Net Assets 2018: $25,4582018Assets 2019: $41,213Liabilities 2019: $0Net Assets 2019: $41,2132019Assets 2021: $7,683Liabilities 2021: $0Net Assets 2021: $7,6832021Assets 2022: $106,951Liabilities 2022: $6,136Net Assets 2022: $100,8152022Assets 2023: $98,701Liabilities 2023: $0Net Assets 2023: $98,7012023Assets 2024: $418,864Liabilities 2024: $14,326Net Assets 2024: $404,5382024Assets 2025: $573,400Liabilities 2025: $13,310Net Assets 2025: $560,0902025

Highlighted filing

2017

Assets$128,146
Liabilities$10,000
Net Assets$118,146

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $55,628Expenses 2010: $59,726Net Income 2010: -$4,0982010Revenue 2011: $67,426Expenses 2011: $74,948Net Income 2011: -$7,5222011Revenue 2012: $111,034Expenses 2012: $77,347Net Income 2012: $33,6872012Revenue 2013: $82,876Expenses 2013: $100,024Net Income 2013: -$17,1482013Revenue 2014: $231,638Expenses 2014: $185,153Net Income 2014: $46,4852014Revenue 2015: $220,790Expenses 2015: $225,500Net Income 2015: -$4,7102015Revenue 2016: $214,241Expenses 2016: $232,562Net Income 2016: -$18,3212016Revenue 2017: $192,497Expenses 2017: $200,925Net Income 2017: -$8,4282017Revenue 2018: $198,376Expenses 2018: $251,464Net Income 2018: -$53,0882018Revenue 2019: $216,024Expenses 2019: $200,269Net Income 2019: $15,7552019Revenue 2021: $199,538Expenses 2021: $213,285Net Income 2021: -$13,7472021Revenue 2022: $552,010Expenses 2022: $449,877Net Income 2022: $102,1332022Revenue 2023: $646,822Expenses 2023: $653,283Net Income 2023: -$6,4612023Revenue 2024: $704,883Expenses 2024: $399,046Net Income 2024: $305,8372024Revenue 2025: $980,934Expenses 2025: $825,382Net Income 2025: $155,5522025

Highlighted filing

2017

Revenue$192,497
Expenses$200,925
Net Income-$8,428
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$264,497
Mission and Program Overview

Mission

The national alliance on mental illness (nami) is the nation's largest grassroots organization dedicated to improving the lives of individuals living with a mental health condition and their families. With organizations and affiliates in every state, nami effectively provides advocacy, support, and education for millions of americans.

To advocate for a life of quality and dignity by providing education, resources, and emotional support to families & those affected by mental illness (brain disorders)and strive to end discrimination & stigma through broader education & collaboration with the whole community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,545$78,546▲ $65,001
Investments in Publicly Traded Securities$76,375$0▼ $76,375
Pledges and Grants Receivable$49,614$47,407▼ $2,207
Savings and Temporary Cash Investments$13,367$0▼ $13,367
Prepaid Expenses and Deferred Charges$2,154$1,993▼ $161
Land, Buildings, and Equipment, Net$337$0▼ $337
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$155,592$128,146▼ $27,446
Other Assets Total$200$200→ $0
Liabilities
Accounts Payable and Accrued Expenses-$10,000-
Total Liabilities$0$10,000▲ $10,000
Net Assets / Fund Balance
Unrestricted Net Assets$155,592$118,146▼ $37,446
Total Net Assets Fund Balance$155,592$118,146▼ $37,446
Total Liabilities and Net Assets / Fund Balance$155,592$128,146▼ $27,446

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,741$3,741
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Anne FischerExecutive DirectorFT$56,158$56,158

Board Members and Trustees

NameTitle
Giff Boyce SmithPresident
Karen GilbertSecretary
Steven SorokaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,013
Program Service Revenue
$0
Investment Income
$45,877
Other Revenue
$-16,393
All Other Contributions
$28,459
Change in Net Assets
$-8,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$165,764
Other Expenses$35,161
Total Fundraising Expense$20,782
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$69,096$6,933$10,340$86,369
Current Officers, Directors, Trustees, and Key Employees$44,926$4,493$6,739$56,158
Payroll Taxes$10,164$102$2,439$12,705
Other Employee Benefits$8,426$842$1,264$10,532
All Other Expenses$5,608$3,129-$8,737
Insurance$1,978$2,966-$4,944
Office Expenses$148$2,006-$2,154
Other Expenses$2,109--$2,109
Travel$654--$654
Depreciation Depletion-$337-$337
Total Functional Expenses$159,335$20,808$20,782$200,925
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,393
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$23,000-$8,720-
Total Events$23,000-$16,393$-16,393
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft of income tax returns is sent to board president and treasurer for review before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Nami San Francisco
EIN
94-2914709
Address
711 VAN NESS AVE, SAN FRANCISCO, CA 94102

Signing Officer

Name
Anne Fischer
Title
Executive Director
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
3

Preparer

Firm
Cathy Root & Associates
Address
1970 Broadway Ste 525, Oakland, CA 94612
Preparer
Cathy Root CPA
Phone
5108589588
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-8428
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0163805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0219879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0215617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0255281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0934523
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt045877
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02564
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05173
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06357
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02935
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt062906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01870
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02935
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt062906
IRS990ScheduleA/InvestmentIncomeCYPct00.06300
IRS990ScheduleA/InvestmentIncomePYPct00.02210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93700
IRS990ScheduleA/PublicSupportPY509Pct00.97790
IRS990ScheduleA/PublicSupportTotal509Amt0936393
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0163805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0221749
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0215617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0255281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079941
IRS990ScheduleA/Total509Grp/TotalAmt0936393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0209682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0224313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0220790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0261638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082876
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0999299
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03741
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03741
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016393
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05598
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05598
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-16393
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08720
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08720
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02075
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02075
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft of income tax returns is sent to board president and treasurer for review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0155592
IRS990/TotalAssetsEOYAmt0128146
IRS990/TotalAssetsGrp/BOYAmt0155592
IRS990/TotalAssetsGrp/EOYAmt0128146
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0163013
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020782
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020808
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159335
IRS990/TotalFunctionalExpensesGrp/TotalAmt0200925
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt010000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt010000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155592
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0118146
IRS990/TotalProgramServiceExpensesAmt0159335
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt056158
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045877
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0192497
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0155592
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0128146
IRS990/TravelGrp/ProgramServicesAmt0654
IRS990/TravelGrp/TotalAmt0654
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0155592
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0118146
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.NAMISF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE FISCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI SAN FRANCISCO
ReturnHeader/Filer/BusinessNameControlTxt0NAMI

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.73$0.13$5.60$9.81$8.25$1.56
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.14$4.05$7.05$3.99$3.06
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$6.47$6.53$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.06$1.01$5.52$4.50$1.02
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.00$2.13$0.14
2019Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$2.16$2.00$0.16
2018Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$1.98$2.51$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.10$1.18$1.92$2.01$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$2.14$2.33$0.18
2015Summary only. Only limited summary data is available for this year.$1.72$0.01$1.71$2.21$2.26$0.05
2014Summary only. Only limited summary data is available for this year.$1.74$0.01$1.75$2.32$1.85$0.46
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.83$1.00$0.17
2012Summary only. Only limited summary data is available for this year.$1.38$0.01$1.37$1.11$0.77$0.34
2011Summary only. Only limited summary data is available for this year.$1.00$0.01$1.00$0.67$0.75$0.08
2010Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.56$0.60$0.04