NAMI Monterey County FY2023 filing

Tax-deductible

Salinas, CA501(c)(3)Since 1984EIN 77-0077138Revenue $335K in FY2023

On file with the IRSnamimonterey.org152 W Gabilan St, 93901-2659 · Salinas, CATax-exempt since Jul 1991Publicly supported charity — 170(b)(1)(A)(vi)

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NAMI Monterey County provides advocacy, education, support, and public awareness so that all individuals and families affected by mental illness can build better lives.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$16K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $77K a year · 21% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$16K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $50K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 6 voting members
Looks good: 5 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$335K
+41% vs prior year
Spent
$229K
To programs
78%
Net assets
$457K
By yearFY2020–FY2025
Revenue
$335K
FY2023▲ +41%
Tap a bar for its year
Revenue by fiscal year
FY2020$232K
FY2021$167K
FY2022$238K
FY2023$335K
FY2024$451K
FY2025$597K
Expenses
$229K
FY2023▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$223K
FY2021Not on file
FY2022$192K
FY2023$229K
FY2024$369K
FY2025$455K
Net assets
$457K
FY2023▲ +28%
Tap a bar for its year
Net assets by fiscal year
FY2020$339K
FY2021$327K
FY2022$356K
FY2023$457K
FY2024$545K
FY2025$691K

From the FY2023 Form 990 (year ending August 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1991.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $179K Management & general 22% · $50K

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

6 people listed on the 990; $16K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$15,840Pt VII · Sec A
President
$0Pt VII · Sec A
Co-Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Colleen Beye$105,074————
Jeanette Camacho - Tr End 825$24,624————
Jeanette Camacho—$21,768$15,840$13,392$5,952

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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

Provides education, support, and resources to families and individuals, reducing stigma and improving access to care.

Questions for NAMI Monterey County

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Provided by the organization

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1 program · $179K · in their own filed words · FY2022
01

Provide bilingual outreach and education on mental illness. Present informative speakers on issues surrounding mental illness. Provide hard and digital copies of educational newsletters. Conduct four 6 or 12-week courses that teach family members and care providers the necessary knowledge and skills to cope more effectively with their…

$179Kprogram expense

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
Total grants receivedfrom 2 funders$50K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$335K
Ln 12
Gifts and grantsLn 1h$323K
Investment incomeLn 3$12K
Fees for servicesLn 2g$530
Money outPt IX
$229K
Ln 25
Programscol B$179K
Managementcol C$50K
Owns and owesPt X
$457K
net assets · Ln 32
Cash and savingsLn 1–2$195K
Total assetsLn 16$459K
LiabilitiesLn 26$2K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$323K
Government grantsLn 1e$200K
Fees for servicesLn 2g$530
Investment incomeLn 3$12K
Gains on assetsLn 7$0
Total revenueLn 12$335K
Assets in detailPt X, end of year
CashLn 1$79K
SavingsLn 2$116K
Cash and savings togetherLn 1–2$195K
InvestmentsLn 11–13$227K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$1K
Total assetsLn 16$459K
LiabilitiesLn 26$2K
Net assetsLn 32$457K
OperationsPt I, VI
EmployeesI 59
VolunteersI 630
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$97K$195K
InvestmentsLn 11–13$233K$227K
Land, buildings, equipmentLn 10c$127$2K
Total assetsLn 16$369K$459K
LiabilitiesLn 26$12K$2K
Net assetsLn 32$356K$457K
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$16K$8K$8K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$122K$106K$16K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$15K$13K$2K
Payroll taxesLn 10$13K$11K$2K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$9K$5K$5K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$707$707
Other fees for servicesLn 11g$953$226$727
Advertising and promotionLn 12$3K$2K$170
Office expensesLn 13$7K$4K$3K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$22K$18K$4K
TravelLn 17$375$271$104
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$1K$573$686
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$395$395
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$15K$10K$4K
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$229K$179K$50K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $597K$455K$142K$691K 990 PDF
FY2024 $451K$369K$82K$545K 990 PDF
FY2023 Viewing $335K$229K$106K$457K 990 PDF
FY2022 $238K$192K$46K$356K 990 PDF
FY2021 $167K$327K 990 PDF
FY2020 $232K$223K$9K$339K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $335,418 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $231,875$323,210
I-9 Program service revenuePrior year $1,069$530
I-10 Investment incomePrior year $4,729$11,678
I-11 Other revenue$0
I-12 Total revenuePrior year $237,673$335,418
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $129,030$165,755
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $62,583$63,232
I-18 Total expensesPrior year $191,613$228,987
I-19 Revenue less expensesPrior year $46,060$106,431
Part VI · Governance 5 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members5
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $335,418 across 10 lines filed
VIII-1e Government grants$200,000
VIII-1f All other contributions, gifts and grants$123,210
VIII-1h Total contributions, gifts and grants$323,210
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $530$530
VIII-3 Investment incomeExcluded from tax $11,678$11,678
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 events$0
VIII-12 Total revenueRelated to mission $530 · Excluded from tax $11,678$335,418
Part IX · Statement of functional expenses $228,987 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 staffPrograms $7,920 · Management $7,920$15,840
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $106,326 · Management $15,542$121,868
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $13,241 · Management $2,178$15,419
IX-10 Payroll taxesPrograms $10,659 · Management $1,969$12,628
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $4,597 · Management $4,598$9,195
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $707$707
IX-11g Other fees for servicesPrograms $226 · Management $727$953
IX-12 Advertising and promotionPrograms $2,403 · Management $170$2,573
IX-13 Office expensesPrograms $4,231 · Management $2,686$6,917
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $17,871 · Management $4,277$22,148
IX-17 TravelPrograms $271 · Management $104$375
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $573 · Management $686$1,259
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $395$395
IX-23 InsuranceManagement $2,795$2,795
IX-24 Other expenses (24a–d)Programs $10,276 · Management $4,299$14,575
IX-24e All other expensesManagement $1,340$1,340
IX-25 Total functional expensesPrograms $178,594 · Management $50,393 · Fundraising $0$228,987
Part X · Balance sheet $459,068 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $52,889$78,893
X-2 Savings and temporary cash investmentsStart of year $44,401$116,008
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $36,915$33,333
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $127$2,415
X-11 Publicly traded securitiesStart of year $232,787$226,969
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $1,450$1,450
X-16 Total assetsStart of year $368,569$459,068
X-17 Accounts payable and accrued expensesStart of year $12,386$2,271
X-26 Total liabilitiesStart of year $12,386$2,271
X-27 Net assets without donor restrictionsStart of year $356,183$456,797
X-32 Total net assets or fund balancesStart of year $356,183$456,797
X-33 Total liabilities and net assetsStart of year $368,569$459,068
Part XI · Reconciliation of net assets $456,797 net assets at year end
XI-1 Total revenue$335,418
XI-2 Total expenses$228,987
XI-3 Revenue less expenses$106,431
XI-4 Net assets at start of year$356,183
XI-5 Net unrealized gains (losses) on investments−$5,817
XI-10 Net assets at end of year$456,797

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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