Civic Intelligence

Nami Pomona Valley

990EZ • Fiscal year 2017 • EIN 95-3935762

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 19, 2018

3115 N Garey AvenuePomona, CA 91767

(909) 625-2383

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

43rd percentile

0.7%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Assets

Down

$29,140

Down $559 (-1.9%) from 2016

Net Assets

Up

$29,140

Up $732 (+2.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$105,283

Down $22,031 (-17%) from 2016

Expenses

Down

$104,551

Down $36,642 (-26%) from 2016

Net Income

Up

$732

Up $14,611 (+105%) from 2016

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

2017

Assets$29,140
Liabilities-
Net Assets$29,140

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

2017

Revenue$105,283
Expenses$104,551
Net Income$732
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 19, 2018
Return Version
2017v2.2
Gross Receipts
$105,283
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.$42,683-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
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--
LORA ILLIGExecutive DirectorFT$0--
Filing and Contact Details

Filer

Filer Name
Nami Pomona Valley
EIN
95-3935762
Phone
9096252383
Address
3115 N GAREY AVENUE, POMONA, CA 91767

Signing Officer

Name
Eldon Heaston
Title
Pub Pol Chair
Signed
2018-09-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $9179

Other Expenses.1005

Travel $565

Other Expenses.1007

Conferences, Conventions, and Meetings $3439

Other Expenses.1012

Insurance $2123

Other Expenses.1

Other Contract Services $7844

Other Expenses.2

Taxes and Licenses $4998

Other Expenses.3

Other Program Expenses $4892

Other Expenses.4

Fund Development $2450

Other Expenses.6

School Outreach $365

Other Expenses.7

Membership Dues $360

Other Expenses.8

Grant Expense $270

Other Expenses.9

PayPal Fees $161

Other Expenses.11

Fed State Compliance $25

Other Expenses.12

Other General Business $12

Other Assets.1005

Accounts Receivable - Beginning $24141 Accounts Receivable - Ending $3040

Other Assets.1

PREPAID EXPENSES - Beginning $0 PREPAID EXPENSES - Ending $28

Total Liabilities.1

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

Raw XML Appendix211 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12LORA ILLIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0894
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042683
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0127309
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportAmt0631704
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $9179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $3439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Contract Services $7844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes and Licenses $4998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Program Expenses $4892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fund Development $2450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Outreach $365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership Dues $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Grant Expense $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PayPal Fees $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Fed State Compliance $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other General Business $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Receivable - Beginning $24141 Accounts Receivable - Ending $3040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PREPAID EXPENSES - Beginning $0 PREPAID EXPENSES - Ending $28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Payroll Taxes Payable - Beginning $1291 Payroll Taxes Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELDON HEASTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PUB POL CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI POMONA VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0953935762
ReturnHeader/Filer/PhoneNum09096252383
ReturnHeader/Filer/USAddress/AddressLine1Txt03115 N GAREY AVENUE
ReturnHeader/Filer/USAddress/CityNm0POMONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091767
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813709413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN SHORT RUBIN DEWINTER SANDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 PARK VIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917243750
ReturnHeader/PreparerPersonGrp/PhoneNum06269320100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joanne Hoffman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-27T16:54:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings