Civic Intelligence

Nami Orange County

990 • Fiscal year 2022 • EIN 95-3726369

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 16, 2023

Organization Profilewww.namioc.org

View Organization Page

1810 East 17th StreetSanta Ana, CA 92705

(714) 544-8488

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.07x

Higher debt load relative to assets than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.05x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

63rd percentile

15%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,360,551

Up $45,439 (+2.0%) from 2021

Net Assets

Up

$2,184,018

Up $419,328 (+24%) from 2021

Liabilities

Down

$176,533

Down $373,889 (-68%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin63rd percentile

Revenue

Up

$3,716,713

Up $473,862 (+15%) from 2021

Expenses

Up

$3,168,649

Up $135,310 (+4.5%) from 2021

Net Income

Up

$548,064

Up $338,552 (+162%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $141,220Liabilities 2011: $49,874Net Assets 2011: $91,3462011Assets 2012: $161,072Liabilities 2012: $47,597Net Assets 2012: $113,4752012Assets 2013: $278,764Liabilities 2013: $83,024Net Assets 2013: $195,7402013Assets 2014: $260,340Liabilities 2014: $59,013Net Assets 2014: $201,3272014Assets 2015: $224,447Liabilities 2015: $56,390Net Assets 2015: $168,0572015Assets 2016: $209,492Liabilities 2016: $63,428Net Assets 2016: $146,0642016Assets 2017: $872,502Liabilities 2017: $60,569Net Assets 2017: $811,9332017Assets 2018: $1,092,793Liabilities 2018: $74,498Net Assets 2018: $1,018,2952018Assets 2019: $1,671,939Liabilities 2019: $182,643Net Assets 2019: $1,489,2962019Assets 2020: $1,988,660Liabilities 2020: $455,700Net Assets 2020: $1,532,9602020Assets 2021: $2,315,112Liabilities 2021: $550,422Net Assets 2021: $1,764,6902021Assets 2022: $2,360,551Liabilities 2022: $176,533Net Assets 2022: $2,184,0182022Assets 2023: $2,422,895Liabilities 2023: $61,547Net Assets 2023: $2,361,3482023Assets 2024: $3,141,267Liabilities 2024: $1,270,154Net Assets 2024: $1,871,1132024Assets 2025: $3,816,812Liabilities 2025: $1,277,514Net Assets 2025: $2,539,2982025

Highlighted filing

2022

Assets$2,360,551
Liabilities$176,533
Net Assets$2,184,018
Open 2022 Filing

Operations Trend

Revenue Growth61st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $869,241Expenses 2011: $886,437Net Income 2011: -$17,1962011Revenue 2012: $590,701Expenses 2012: $568,572Net Income 2012: $22,1292012Revenue 2013: $770,422Expenses 2013: $688,157Net Income 2013: $82,2652013Revenue 2014: $849,150Expenses 2014: $843,563Net Income 2014: $5,5872014Revenue 2015: $998,592Expenses 2015: $1,031,862Net Income 2015: -$33,2702015Revenue 2016: $1,034,117Expenses 2016: $1,056,110Net Income 2016: -$21,9932016Revenue 2017: $1,733,774Expenses 2017: $1,067,905Net Income 2017: $665,8692017Revenue 2018: $1,529,736Expenses 2018: $1,320,016Net Income 2018: $209,7202018Revenue 2019: $2,231,406Expenses 2019: $1,787,940Net Income 2019: $443,4662019Revenue 2020: $1,903,123Expenses 2020: $1,888,254Net Income 2020: $14,8692020Revenue 2021: $3,242,851Expenses 2021: $3,033,339Net Income 2021: $209,5122021Revenue 2022: $3,716,713Expenses 2022: $3,168,649Net Income 2022: $548,0642022Revenue 2023: $3,308,578Expenses 2023: $3,131,248Net Income 2023: $177,3302023Revenue 2024: $10,631,616Expenses 2024: $10,522,109Net Income 2024: $109,5072024Revenue 2025: $12,342,194Expenses 2025: $11,707,096Net Income 2025: $635,0982025

Highlighted filing

2022

Revenue$3,716,713
Expenses$3,168,649
Net Income$548,064
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 16, 2023
Return Version
2021v4.1
Gross Receipts
$3,716,713
Mission and Program Overview

Mission

The mission of nami orange county is to provide emotional support, education and resources for families, and those affected by mental illness. In collaboration with the entire community, we advocate for a life of quality and dignity, one without discrimination, for all those persons affected by this illness.

The mission of NAMI Orange County is to provide emotional support, education and resources for families, and those affected by mental illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$676,285$858,840▲ $182,555
Accounts Receivable$375,000$321,132▼ $53,868
Prepaid Expenses and Deferred Charges$12,137$5,103▼ $7,034
Savings and Temporary Cash Investments-$0-
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-
Inventories for Sale or Use-$0-
Total Assets$2,315,112$2,360,551▲ $45,439
Other Assets Total$1,251,690$1,175,476▼ $76,214
Liabilities
Other Liabilities$262,500--
Accounts Payable and Accrued Expenses$287,922$176,533▼ $111,389
Total Liabilities$550,422$176,533▼ $373,889
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,641,663$2,081,256▲ $439,593
Net Assets With Donor Restrictions$123,027$102,762▼ $20,265
Total Net Assets Fund Balance$1,764,690$2,184,018▲ $419,328
Total Liabilities and Net Assets / Fund Balance$2,315,112$2,360,551▲ $45,439

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$56,828$56,828
Other Assets Org$29,995--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Steve PitmanPresident
Scott PalmerVice President
Amanda LaPeraDirector
Lynne ThiesDirector
Daniel GibbsSecretary
John DeloofTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$488,979
Program Service Revenue
$2,994,311
Investment Income
$23,547
Other Revenue
$209,876
All Other Contributions
$205,556
Change in Net Assets
$548,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,592,115
Other Expenses$576,534
Total Fundraising Expense$215,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,004,795$197,466$98,115$2,300,376
Payroll Taxes$170,161$16,816$8,302$195,279
All Other Expenses$68,333$66,029$5,532$139,894
Other Employee Benefits$70,720$15,366$10,374$96,460
Occupancy$46,881$31,231-$78,112
Information Technology$35,722$7,104-$42,826
Other Expenses$33,804$367$4,063$34,171
Insurance$19,308$9,981-$29,289
Advertising$23,199$1,414$696$25,309
Conferences and Meetings$7,177--$7,177
Travel--$1,338$1,338
Office Expenses-$964-$964
Fees for Services Accounting$600--$600
Interest-$5-$5
Total Functional Expenses$2,558,131$395,173$215,345$3,168,649
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$209,876
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Walk$192,216$192,216-$192,216
Annual Appeal$17,660$17,660-$17,660
Total Events$209,876$209,876-$209,876
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
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, Line 11B: Form 990 Review Process

“The Finance Committee, made up of certain members of the current Board of Directors, reviews a "draft" Form 990 provided by the CPA firm. Upon review and approval by the Finance Committee, the Board of Directors motions and approves that the tax returns are to be filed by the organization.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Periodically, all office employees and Board of Directors sign a new conflict of interest form and a meeting is held to discuss what constitutes a conflict of interest.”

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

“The current NAMIOC governing documents, conflict of interest policy and the financial statements are available to the public upon request at the principal office in Santa Ana, CA.”

Filing and Contact Details

Filer

Filer Name
NAMI Orange County
EIN
95-3726369
Phone
7145448488
Address
1810 East 17th Street, Santa Ana, CA 92705

Signing Officer

Name
Stephanie Rocha
Title
CFO
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
22
Volunteers
125

Preparer

Firm
Lavine & Associates CPAs Inc
Address
25201 Paseo De Alicia Ste 120, Laguna Hills, CA 92653
Preparer
R John Covert CPA
Phone
9493671935
Raw XML AppendixShowing 400 of 443 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0287922
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0176533
IRS990/AccountsReceivableGrp/BOYAmt0375000
IRS990/AccountsReceivableGrp/EOYAmt0321132
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The mission of NAMI Orange County is to provide emotional support, education and resources for families, and those affected by mental illness.
IRS990/AdvertisingGrp/FundraisingAmt0696
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01414
IRS990/AdvertisingGrp/ProgramServicesAmt023199
IRS990/AdvertisingGrp/TotalAmt025309
IRS990/AllOtherContributionsAmt0205556
IRS990/AllOtherExpensesGrp/FundraisingAmt05532
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt066029
IRS990/AllOtherExpensesGrp/ProgramServicesAmt068333
IRS990/AllOtherExpensesGrp/TotalAmt0139894
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Stephanie Rocha
IRS990/BooksInCareOfDetail/PhoneNum07145448488
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01810 East 17th Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092705
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0676285
IRS990/CashNonInterestBearingGrp/EOYAmt0858840
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07177
IRS990/ConferencesMeetingsGrp/TotalAmt07177
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0488979
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt023547
IRS990/CYOtherExpensesAmt0576534
IRS990/CYOtherRevenueAmt0209876
IRS990/CYProgramServiceRevenueAmt02994311
IRS990/CYRevenuesLessExpensesAmt0548064
IRS990/CYSalariesCompEmpBnftPaidAmt02592115
IRS990/CYTotalExpensesAmt03168649
IRS990/CYTotalFundraisingExpenseAmt0215345
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03716713
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0As the service provider for the Orange County WarmLine Programs, sponsored by the County of Orange and the Los Angeles DMH, NAMI Orange County handled calls received through this telephone based, non-crisis hot line for anyone struggling with mental health. Between NAMI OC Signature Programs, Transitional Age Youth & Young Adult Services, Crisis Intervention Training, plus our hospital programs with Hoag Hospital and Kaiser Permanente, we delivered 358 individual programs and served approx. 8,200 participants. Our Warmline Services handled 127,855 calls, chats and texts. Our Annual NAMIWalks was held on October 19th, with approx. 3,500 people in attendance.NAMI Orange County's Education and Presentation Programs: in person and virtual classes continued to be held on general mental health issues and symptoms, school outreach, and stigma reduction. NAMI Orange County provided support group sessions at numerous different locations for participants and community outreach events to individuals in many locations throughout Orange County. These classes, presentations, and outreach events provided community mental health information, education, and support.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0123027
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0102762
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02558131
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0600
IRS990/FeesForServicesAccountingGrp/TotalAmt0600
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt18.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Steve Pitman
IRS990/Form990PartVIISectionAGrp/PersonNm1John Deloof
IRS990/Form990PartVIISectionAGrp/PersonNm2Scott Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm3Daniel Gibbs
IRS990/Form990PartVIISectionAGrp/PersonNm4Lynne Thies
IRS990/Form990PartVIISectionAGrp/PersonNm5Amanda LaPera
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingGrossIncomeAmt0209876
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0283423
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03716713
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07104
IRS990/InformationTechnologyGrp/ProgramServicesAmt035722
IRS990/InformationTechnologyGrp/TotalAmt042826
IRS990/InsuranceGrp/ManagementAndGeneralAmt09981
IRS990/InsuranceGrp/ProgramServicesAmt019308
IRS990/InsuranceGrp/TotalAmt029289
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt05
IRS990/InterestGrp/TotalAmt05
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt023547
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023547
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt056828
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt056828
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of NAMI Orange County is to provide emotional support, education and resources for families, and those affected by mental illness.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01764690
IRS990/NetAssetsOrFundBalancesEOYAmt02184018
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0209876
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-128736
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01641663
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02081256
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt031231
IRS990/OccupancyGrp/ProgramServicesAmt046881
IRS990/OccupancyGrp/TotalAmt078112
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0964
IRS990/OfficeExpensesGrp/TotalAmt0964
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01251690
IRS990/OtherAssetsTotalGrp/EOYAmt01175476
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010374
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015366
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt070720
IRS990/OtherEmployeeBenefitsGrp/TotalAmt096460
IRS990/OtherExpensesGrp/Desc0Annual Walk Expenses
IRS990/OtherExpensesGrp/Desc1Computer/Software Expenses
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Program Supplies
IRS990/OtherExpensesGrp/FundraisingAmt086925
IRS990/OtherExpensesGrp/FundraisingAmt14063
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt033400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115030
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2367
IRS990/OtherExpensesGrp/ProgramServicesAmt044897
IRS990/OtherExpensesGrp/ProgramServicesAmt132534
IRS990/OtherExpensesGrp/ProgramServicesAmt233804
IRS990/OtherExpensesGrp/TotalAmt086925
IRS990/OtherExpensesGrp/TotalAmt182360
IRS990/OtherExpensesGrp/TotalAmt247564
IRS990/OtherExpensesGrp/TotalAmt334171
IRS990/OtherLiabilitiesGrp/BOYAmt0262500
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt098115
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0197466
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02004795
IRS990/OtherSalariesAndWagesGrp/TotalAmt02300376
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt08302
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016816
IRS990/PayrollTaxesGrp/ProgramServicesAmt0170161
IRS990/PayrollTaxesGrp/TotalAmt0195279
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012137
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05103
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0County of Orange (CIT)
IRS990/ProgramServiceRevenueGrp/Desc1County of Orange (FSS)
IRS990/ProgramServiceRevenueGrp/Desc2FEMA
IRS990/ProgramServiceRevenueGrp/Desc3Hospital Agreements
IRS990/ProgramServiceRevenueGrp/Desc4OC Warmline
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0181406
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1284955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2451748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3170003
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41540295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0181406
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1284955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2451748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3170003
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41540295
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0238534
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt020495
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0630235
IRS990/PYOtherRevenueAmt0107726
IRS990/PYProgramServiceRevenueAmt02876096
IRS990/PYRevenuesLessExpensesAmt0209512
IRS990/PYSalariesCompEmpBnftPaidAmt02403104
IRS990/PYTotalExpensesAmt03033339
IRS990/PYTotalRevenueAmt03242851
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0548064
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0488979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0238534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0130338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0695722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0602178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02155751
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020495
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02270
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt090998
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95950
IRS990ScheduleA/PublicSupportPY170Pct00.97380
IRS990ScheduleA/PublicSupportTotal170Amt02155751
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0488979
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0238534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0130338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0695722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0602178
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02155751
IRS990ScheduleA/TotalSupportAmt02246749
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056828
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt056828
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt129995
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Rounding
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Undeposited Funds
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01175476
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Walk
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Annual Appeal
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0192216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0209876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0192216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0209876
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0209876
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Finance Committee, made up of certain members of the current Board of Directors, reviews a "draft" Form 990 provided by the CPA firm. Upon review and approval by the Finance Committee, the Board of Directors motions and approves that the tax returns are to be filed by the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Periodically, all office employees and Board of Directors sign a new conflict of interest form and a meeting is held to discuss what constitutes a conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The current NAMIOC governing documents, conflict of interest policy and the financial statements are available to the public upon request at the principal office in Santa Ana, CA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02315112
IRS990/TotalAssetsEOYAmt02360551
IRS990/TotalAssetsGrp/BOYAmt02315112
IRS990/TotalAssetsGrp/EOYAmt02360551
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0488979
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0215345
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0395173
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02558131
IRS990/TotalFunctionalExpensesGrp/TotalAmt03168649
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0550422
IRS990/TotalLiabilitiesEOYAmt0176533
IRS990/TotalLiabilitiesGrp/BOYAmt0550422
IRS990/TotalLiabilitiesGrp/EOYAmt0176533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01764690
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02184018
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0365904
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0365904
IRS990/TotalProgramServiceExpensesAmt02558131
IRS990/TotalProgramServiceRevenueAmt02994311
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03017858
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03716713
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02315112
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02360551
IRS990/TravelGrp/FundraisingAmt01338
IRS990/TravelGrp/TotalAmt01338
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,360,551
Liabilities
$176,533
Net assets
$2,184,018
Revenue
$3,716,713
Expenses
$3,168,649
Net income
$548,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.82$1.28$2.54$12.3$11.7$0.64
2024Detailed filing. Detailed filing data is available for this year.$3.14$1.27$1.87$10.6$10.5$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.06$2.36$3.31$3.13$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.18$2.18$3.72$3.17$0.55
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.55$1.76$3.24$3.03$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.46$1.53$1.90$1.89$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.18$1.49$2.23$1.79$0.44
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.07$1.02$1.53$1.32$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.06$0.81$1.73$1.07$0.67
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.06$0.15$1.03$1.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.06$0.17$1.00$1.03$0.03
2014Summary only. Only limited summary data is available for this year.$0.26$0.06$0.20$0.85$0.84$0.01
2013Summary only. Only limited summary data is available for this year.$0.28$0.08$0.20$0.77$0.69$0.08
2012Summary only. Only limited summary data is available for this year.$0.16$0.05$0.11$0.59$0.57$0.02
2011Summary only. Only limited summary data is available for this year.$0.14$0.05$0.09$0.87$0.89$0.02