NAMI California FY2021 filing

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NAMI California is a Grass Roots Organization of Families and Individuals whose lives have been affected by serious mental illness. We advocate for lives of quality and respect, without discrimination and stigma, for all constituents. We provide leadership in advocacy, legislation, policy development, education and support throughout California.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$311K 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

FY2021 · 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 6
filings with a surplus
Average surplus $600K a year · 11% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$311K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 7.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $14K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$765K
21% of total assets
Looks good: liabilities are 21% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.2M
+42% vs prior year
Spent
$2.7M
To programs
86%
Net assets
$2.9M
By yearFY2020–FY2025
Revenue
$3.2M
FY2021▲ +42%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$3.2M
FY2022$6.2M
FY2023$6.9M
FY2024$11.5M
FY2025$4.2M
Expenses
$2.7M
FY2021▲ +49%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.8M
FY2021$2.7M
FY2022$5.7M
FY2023$4.7M
FY2024$10.4M
FY2025$5.1M
Net assets
$2.9M
FY2021▲ +28%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.3M
FY2021$2.9M
FY2022$3.1M
FY2023$5.4M
FY2024$6.6M
FY2025$5.7M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Apr 1981.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $2.4M Management & general 13% · $356K Fundraising 1% · $25K

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

14 people listed on the 990; $311K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Chief Executive Officer
$180,004Pt VII · Sec A
Chief Operating Officer
$130,670Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jessica Cruz Mpahs$240,868$235,469$214,651$170,378——
Jessica Cruz————$180,004$180,004
Steven Kite$174,089$170,757$139,719$127,350$130,670$130,670

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.

See NAMI California 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 15aYes

Programs and updates

Advocates for mental illness recovery, providing education and support across California.

Questions for NAMI California

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3 programs · $2.4M · in their own filed words · FY2020
01

Programs and Other Contract Funding

Supports the values of the california mental health services act:community collaboration, cultural competence, CLIENT/FAMILY-DRIVEN mental health system for children, transition age youth, adults, older adults, family-driven system of care for children and youth, wellness focus, including recovery and resilience, and integrated mental…

$2.2Mprogram expense
02

Legislative Advocacy

Nami california is active in sacramento ensuring that the family and consumer voice are heard and focus on mental health policy legislation.

$135Kprogram expense
03

Conference

This annual event attracts more than 600 people to bring forth information about treatment modalities that foster recovery, self-help programs, and FAMILY/COMMUNITY support service.

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 · received and paid
Grants received · FY2025
NAMI NationalFY2025$12K
Total grants receivedfrom 2 funders$14K
Grants paid · 92 grants · $15.6M · 2019–2024
Individual RecipientFY2024$271,430
MhaccFY2024$213,714
NAMI Santa Cruz CoFY2024$198,633
Individual RecipientFY2024$139,064
Individual RecipientFY2024$79,695
Individual RecipientFY2024$78,270
NAMI San Joaquin CoFY2024$68,107
Individual RecipientFY2024$50,500
NAMI Fresno CountyFY2024$45,500
Individual RecipientFY2024$43,614
Individual RecipientFY2024$43,500
NAMI Kern CountyFY2024$36,798
NAMI Solano CountyFY2024$28,000
VariousFY2024$20,044
NAMI Shasta CountyFY2024$20,000
NAMI Humboldt CoFY2024$20,000
Individual RecipientFY2024$19,712
NAMI Sonoma CountyFY2024$18,750
See all 92 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.2M
Ln 12
Gifts and grantsLn 1h$3.0M
Fees for servicesLn 2g$90K
Investment incomeLn 3$56K
Money outPt IX
$2.7M
Ln 25
Programscol B$2.4M
Managementcol C$356K
Fundraisingcol D$25K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$3.6M
LiabilitiesLn 26$765K
PeoplePt VI, VII
14
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.0M
Government grantsLn 1e$2.7M
Fees for servicesLn 2g$90K
Investment incomeLn 3$56K
Gains on assetsLn 7$18K
Total revenueLn 12$3.2M
Assets in detailPt X, end of year
CashLn 1$111K
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$1.7M
Accounts receivableLn 4$529K
Prepaid expenses and deferred chargesLn 9$53K
Land, buildings, equipmentLn 10c$66K
InvestmentsLn 11–13$1.3M
Total assetsLn 16$3.6M
LiabilitiesLn 26$765K
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 554
VolunteersI 612
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$12K
Share of the $1.3M endowmentSch D 1g0.86%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$1.3M$1.1M$1.1M$1.0M$941K
Given inLn 1b$100K
SpentLn 1d–1f$662
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.2M$1.7M
InvestmentsLn 11–13$1.1M$1.3M
Land, buildings, equipmentLn 10c$23K$66K
Total assetsLn 16$2.5M$3.6M
LiabilitiesLn 26$269K$765K
Net assetsLn 32$2.3M$2.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.1M$1.1M
Pay of current officers, directors and key staffLn 5$190K$149K$41K
Other salaries and wagesLn 7$719K$565K$154K
Pension plan contributionsLn 8$16K$10K$5K
Other employee benefitsLn 9$111K$75K$36K
Payroll taxesLn 10$74K$60K$15K
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$14K$14K
Lobbying feesLn 11d$72K$72K
Investment management feesLn 11f$12K$12K
Other fees for servicesLn 11g$196K$125K$65K$6K
Office expensesLn 13$50K$6K$32K$12K
Information technologyLn 14$2K$527$2K
OccupancyLn 16$96K$96K
TravelLn 17$6K$202$5K
InterestLn 20$56$4$45$7
Depreciation, depletion and amortizationLn 22$13K$13K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$29K$4K$19K$6K
All other expensesLn 24e$387$170K−$170K$51
Total functional expensesLn 25$2.7M$2.4M$356K$25K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 18, 2026 $4.2M$5.1M−$947K$5.7M 990 PDF
FY2024Filed with the IRS May 15, 2025 $11.5M$10.4M$1.1M$6.6M 990 PDF
FY2023Filed with the IRS Apr 30, 2024 $6.9M$4.7M$2.2M$5.4M 990 PDF
FY2022Filed with the IRS May 11, 2023 $6.2M$5.7M$410K$3.1M 990 PDF
FY2021 ViewingFiled with the IRS May 13, 2022 $3.2M$2.7M$434K$2.9M 990 PDF
FY2020Filed with the IRS Feb 26, 2021 $2.2M$1.8M$396K$2.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $3,183,389 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,176,968$3,037,466
I-9 Program service revenuePrior year $44,337$90,242
I-10 Investment incomePrior year $16,435$55,681
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $2,237,740$3,183,389
I-13 Grants and similar amounts paidPrior year $122,860$1,131,538
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,080,911$1,109,769
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $637,793$507,721
I-18 Total expensesPrior year $1,841,564$2,749,028
I-19 Revenue less expensesPrior year $396,176$434,361
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,183,389 across 7 lines filed
VIII-1e Government grants$2,722,012
VIII-1f All other contributions, gifts and grants$315,454
VIII-1h Total contributions, gifts and grants$3,037,466
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $90,242$90,242
VIII-3 Investment incomeExcluded from tax $37,834$37,834
VIII-7 Net gain or loss on sales of assetsRelated to mission −$2,620 · Excluded from tax $20,467$17,847
VIII-12 Total revenueRelated to mission $87,622 · Unrelated business $0 · Excluded from tax $58,301$3,183,389
Part IX · Statement of functional expenses $2,749,028 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $1,131,538$1,131,538
IX-5 Pay of current officers, directors and key staffPrograms $148,978 · Management $40,618$189,596
IX-7 Other salaries and wagesPrograms $565,122 · Management $154,080$719,202
IX-8 Pension plan contributionsPrograms $10,321 · Management $5,279$15,600
IX-9 Other employee benefitsPrograms $74,907 · Management $36,213$111,120
IX-10 Payroll taxesPrograms $59,631 · Management $14,620$74,251
IX-11b Legal feesManagement $10,413$10,413
IX-11c Accounting feesManagement $14,460$14,460
IX-11d Lobbying feesPrograms $72,500$72,500
IX-11f Investment management feesManagement $11,522$11,522
IX-11g Other fees for servicesPrograms $124,570 · Management $65,014 · Fundraising $6,446$196,030
IX-13 Office expensesPrograms $5,697 · Management $32,198 · Fundraising $11,839$49,734
IX-14 Information technologyPrograms $527 · Management $1,653$2,180
IX-16 OccupancyManagement $95,577$95,577
IX-17 TravelPrograms $202 · Management $5,442$5,644
IX-20 InterestPrograms $4 · Management $45 · Fundraising $7$56
IX-22 Depreciation, depletion and amortizationManagement $12,610$12,610
IX-23 InsuranceManagement $7,574$7,574
IX-24 Other expenses (24a–d)Programs $3,763 · Management $18,856 · Fundraising $6,415$29,034
IX-24e All other expensesPrograms $170,323 · Management −$169,987 · Fundraising $51$387
IX-25 Total functional expensesPrograms $2,368,083 · Management $356,187 · Fundraising $24,758$2,749,028
Part X · Balance sheet $3,648,314 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $208,028$111,098
X-2 Savings and temporary cash investmentsStart of year $956,460$1,572,087
X-4 Accounts receivableStart of year $227,940$529,187
X-9 Prepaid expenses and deferred chargesStart of year $38,256$52,563
X-10c Land, buildings and equipment, netStart of year $23,165$65,624
X-11 Publicly traded securitiesStart of year $1,069,056$1,317,755
X-16 Total assetsStart of year $2,522,905$3,648,314
X-17 Accounts payable and accrued expensesStart of year $171,048$613,868
X-19 Deferred revenueStart of year $96,465$112,791
X-25 Other liabilitiesStart of year $1,244$38,608
X-26 Total liabilitiesStart of year $268,757$765,267
X-27 Net assets without donor restrictionsStart of year $2,122,396$2,641,125
X-28 Net assets with donor restrictionsStart of year $131,752$241,922
X-32 Total net assets or fund balancesStart of year $2,254,148$2,883,047
X-33 Total liabilities and net assetsStart of year $2,522,905$3,648,314
Part XI · Reconciliation of net assets $2,883,047 net assets at year end
XI-1 Total revenue$3,183,389
XI-2 Total expenses$2,749,028
XI-3 Revenue less expenses$434,361
XI-4 Net assets at start of year$2,254,148
XI-5 Net unrealized gains (losses) on investments$194,538
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,883,047

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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