Civic Intelligence

Nami Pomona Valley

990EZ • Fiscal year 2016 • EIN 95-3935762

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

462 N Indian Hill Blvd Ste AClaremont, CA 91711

(909) 625-2383

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

86th percentile

$29,823

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-4.8%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$29,699

Down $12,588 (-30%) from 2015

Net Assets

Down

$28,408

Down $13,879 (-33%) from 2015

Liabilities

$1,291

No earlier filing loaded for comparison.

Revenue

Down

$127,314

Down $6,406 (-4.8%) from 2015

Expenses

Up

$141,193

Up $38,364 (+37%) from 2015

Net Income

Down

-$13,879

Down $44,770 (-145%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $19,985Liabilities 2012: $10,021Net Assets 2012: $9,9642012Assets 2013: $21,042Net Assets 2013: $21,0422013Assets 2014: $21,396Liabilities 2014: $10,000Net Assets 2014: $11,3962014Assets 2015: $42,287Net Assets 2015: $42,2872015Assets 2016: $29,699Liabilities 2016: $1,291Net Assets 2016: $28,4082016Assets 2017: $29,140Net Assets 2017: $29,1402017Assets 2018: $3,589Net Assets 2018: $3,5892018Assets 2019: $6,217Liabilities 2019: $1,028Net Assets 2019: $5,1892019Assets 2020: $20,792Liabilities 2020: $10,990Net Assets 2020: $9,8022020Assets 2021: $33,149Liabilities 2021: $950Net Assets 2021: $32,1992021Assets 2022: $15,393Liabilities 2022: $950Net Assets 2022: $14,4432022Assets 2023: $4,437Liabilities 2023: $950Net Assets 2023: $3,4872023Assets 2024: $3,362Liabilities 2024: $950Net Assets 2024: $2,4122024

Highlighted filing

2016

Assets$29,699
Liabilities$1,291
Net Assets$28,408

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $328,740Expenses 2012: $328,826Net Income 2012: -$862012Revenue 2013: $125,243Expenses 2013: $114,165Net Income 2013: $11,0782013Revenue 2014: $140,144Expenses 2014: $149,790Net Income 2014: -$9,6462014Revenue 2015: $133,720Expenses 2015: $102,829Net Income 2015: $30,8912015Revenue 2016: $127,314Expenses 2016: $141,193Net Income 2016: -$13,8792016Revenue 2017: $105,283Expenses 2017: $104,551Net Income 2017: $7322017Revenue 2018: $63,240Expenses 2018: $88,791Net Income 2018: -$25,5512018Revenue 2019: $97,637Expenses 2019: $96,037Net Income 2019: $1,6002019Revenue 2020: $73,110Expenses 2020: $68,497Net Income 2020: $4,6132020Revenue 2021: $52,423Expenses 2021: $30,026Net Income 2021: $22,3972021Revenue 2022: $24,374Expenses 2022: $42,130Net Income 2022: -$17,7562022Revenue 2023: $50Expenses 2023: $11,006Net Income 2023: -$10,9562023Revenue 2024: $0Expenses 2024: $1,075Net Income 2024: -$1,0752024

Highlighted filing

2016

Revenue$127,314
Expenses$141,193
Net Income-$13,879
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$127,314
Mission and Program Overview

Mission

To improve the lives of people affected by mental illness and their loved ones through education, support and advocacy.

Program Services

DescriptionGrantsExpenses
TO IMPROVE THE LIVES OF PEOPLE AFFECTED BY MENTAL ILLNESS AND THEIR LOVED ONES THROUGH EDUCATION, SUPPORT AND ADVOCACY.$78,645-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORA ILLIGExecutive DirectorFT$29,823-$29,823
JAMES CURTISPresident-$0--
LINDA WRIGHT-LEEVice President-$0--
ANNE ODGERSTreasurer-$0--
AMY CUSTERSecretary-$0--
SHARON HEASTONCoordinator-$0--
ELDON HEASTONPub Pol Chair-$0--
ANABEL FRANCOSpan Outreach-$0--
CONNIE WOOLCOCKConsumer Progra-$0--
CHRISTINA VERASpec Prog Chair-$0--
MONA SPARKS JOHNSONMember At Large-$0--
AMANDA ALONZOMember At Large-$0--
JUAN STRICKLANMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Nami Pomona Valley
EIN
95-3935762
Phone
9096252383
Address
462 N INDIAN HILL BLVD STE A, CLAREMONT, CA 91711

Signing Officer

Name
Lora Illig
Title
Executive Director
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Short Rubin Dewinter Sanderson
Address
1037 PARK VIEW DR, COVINA, CA 91724-3750
Preparer
Craig R Rubin
Phone
6269320100
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $6808

Other Expenses.1005

Travel $99

Other Expenses.1007

Conferences, Conventions, and Meetings $4847

Other Expenses.1012

Insurance $1378

Other Expenses.1

Interfaith Outreach $7126

Other Expenses.2

Other Contract Services $6639

Other Expenses.3

Other Program Expenses $4974

Other Expenses.4

Donations $4005

Other Expenses.5

PayPal Fees $1082

Other Expenses.6

Membership Dues $1002

Other Expenses.7

School Outreach $971

Other Expenses.8

Other General Business $621

Other Expenses.9

Grant Expense $240

Other Expenses.11

Taxes and Licenses $70

Other Expenses.12

Special Events $21

Other Assets.1005

Accounts Receivable - Beginning $21026 Accounts Receivable - Ending $24141

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $194 Prepaid Expenses and Deferred Charges - Ending $0

Total Liabilities.1

Payroll Taxes Payable - Beginning $0 Payroll Taxes Payable - Ending $1291

Raw XML Appendix222 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $6808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $99
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interfaith Outreach $7126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Contract Services $6639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Program Expenses $4974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donations $4005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PayPal Fees $1082
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORA ILLIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI POMONA VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0953935762
ReturnHeader/Filer/PhoneNum09096252383
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917243750
ReturnHeader/PreparerPersonGrp/PhoneNum06269320100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig R Rubin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-09T13:00:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings