NAMI - Ventura County FY2020 filing

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To improve the lives of persons living with serious mental illness and their families by providing support, education, and advocacy.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $6K a year · 2% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
8 mo
of spending, in cash
Looks good: 8.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $78K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$875
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$394K
Spent
$301K
To programs
82%
Net assets
$212K
By yearFY2020–FY2024
Revenue
$394K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$394K
FY2021$358K
FY2022$259K
FY2023$163K
FY2024$173K
Expenses
$301K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$301K
FY2021$274K
FY2022$288K
FY2023$269K
FY2024$245K
Net assets
$212K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$212K
FY2021$296K
FY2022$267K
FY2023$162K
FY2024−$31K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $247K Management & general 18% · $54K Fundraising 0% · $483

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
See NAMI - Ventura County executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports, educates, and advocates for individuals with serious mental illness and their families.

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2 programs · $247K · in their own filed words · FY2020
01

Education PROGRAMS(1)FAMILY to family education course is a twelve week course for family members whose relative suffers from a mental illness. There is no cost to the participants taking the course. (2) spanish family to family education course is a twelve week course for the family members whose relatives suffers from a mental illness.

$247Kprogram expense
02

Outreach PROGRAMS(1)TO provide support and education to families and persons affected by major mental illness such as schizophrenia, bipolar disorder and major depression, 2)ADVOCATE for persons with major illness in the community, in treatment settings and in jail, and advocate for legislation on the national, state, and local levels…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
NAMI NationalFY2024$50K
Total grants receivedfrom 3 funders$78K
See all 3 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$394K
Ln 12
Gifts and grantsLn 1h$322K
Other incomeLn 4–11$72K
Investment incomeLn 3$48
Money outPt IX
$301K
Ln 25
Programscol B$247K
Managementcol C$54K
Fundraisingcol D$483
Owns and owesPt X
$212K
net assets · Ln 32
Cash and savingsLn 1–2$213K
Total assetsLn 16$213K
LiabilitiesLn 26$875
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$322K
Government grantsLn 1e$83K
Investment incomeLn 3$48
Other incomeLn 4–11$72K
Gains on assetsLn 7$0
Total revenueLn 12$394K
Assets in detailPt X, end of year
CashLn 1$89K
SavingsLn 2$124K
Cash and savings togetherLn 1–2$213K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$213K
LiabilitiesLn 26$875
Net assetsLn 32$212K
OperationsPt I, VI
EmployeesI 53
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$119K$213K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$119K$213K
LiabilitiesLn 26$0$875
Net assetsLn 32$119K$212K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$144K$144K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$36K$36K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$13K$13K
Advertising and promotionLn 12$0
Office expensesLn 13$17K$12K$5K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$35K$35K
TravelLn 17$215$215
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$28K$28K
Other expenses (24a–d)Ln 24$20K$5K$15K
All other expensesLn 24e$6K$3K$3K$483
Total functional expensesLn 25$301K$247K$54K$483

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $173K$245K−$72K−$31K 990 PDF
FY2023Filed with the IRS Nov 12, 2024 $163K$269K−$106K$162K 990 PDF
FY2022Filed with the IRS Nov 14, 2023 $259K$288K−$29K$267K 990 PDF
FY2021Filed with the IRS Nov 11, 2022 $358K$274K$84K$296K 990 PDF
FY2020 ViewingFiled with the IRS Nov 15, 2021 $394K$301K$93K$212K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $394,069 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $124,689$322,045
I-9 Program service revenue$0
I-10 Investment incomePrior year $760$48
I-11 Other revenuePrior year $29,323$71,976
I-12 Total revenuePrior year $154,772$394,069
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $124,442$179,900
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $125,503$121,066
I-18 Total expensesPrior year $249,945$300,966
I-19 Revenue less expensesPrior year −$95,173$93,103
Part VI · Governance 7 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $394,069 across 9 lines filed
VIII-1e Government grants$83,481
VIII-1f All other contributions, gifts and grants$238,564
VIII-1h Total contributions, gifts and grants$322,045
VIII-3 Investment incomeRelated to mission $48$48
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $71,976$71,976
VIII-12 Total revenueRelated to mission $48 · Excluded from tax $71,976$394,069
Part IX · Statement of functional expenses $300,966 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $143,898$143,898
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $36,002$36,002
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $2,400$2,400
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $12,634$12,634
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $11,525 · Management $5,219$16,744
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $34,656$34,656
IX-17 TravelPrograms $215$215
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $28,238$28,238
IX-24 Other expenses (24a–d)Programs $4,724 · Management $15,209$19,933
IX-24e All other expensesPrograms $3,193 · Management $2,570 · Fundraising $483$6,246
IX-25 Total functional expensesPrograms $246,847 · Management $53,636 · Fundraising $483$300,966
Part X · Balance sheet $213,046 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $63,662$89,420
X-2 Savings and temporary cash investmentsStart of year $55,406$123,626
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $119,068$213,046
X-25 Other liabilities$875
X-26 Total liabilitiesStart of year $0$875
X-27 Net assets without donor restrictionsStart of year $60,513$153,616
X-28 Net assets with donor restrictionsStart of year $58,555$58,555
X-32 Total net assets or fund balancesStart of year $119,068$212,171
X-33 Total liabilities and net assetsStart of year $119,068$213,046
Part XI · Reconciliation of net assets $212,171 net assets at year end
XI-1 Total revenue$394,069
XI-2 Total expenses$300,966
XI-3 Revenue less expenses$93,103
XI-4 Net assets at start of year$119,068
XI-10 Net assets at end of year$212,171

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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