NAMI Orange County EIN 95-3726369

NAMI Orange County

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Offers support, education, and resources for individuals and families impacted by mental illness. For fiscal year 2025 it reported $12.3M in revenue, $11.7M in expenses, and $2.5M in net assets.Pt I

Founded
1980
Type
Public charity (501(c)(3)) · Nonprofit
Location
Fountain Vly, CA
Website
www.namioc.org
Filings
6 on file (2020–2025)
Revenue
$12.3MFY2025
Expenses
$11.7M
Net assets
$2.5M
People
10
Filings
6
Updates
0
More identity details & actions ⌄
EIN  95-3726369 Public charity (501(c)(3)) Fountain Vly, CA Founded 1980
Form 990 (PDF)
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Figures match the IRS filing checked 7/21/26 · see original: IRS
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Size
$10–100M
What they do
Offers support, education, and resources for individuals and families impacted by mental illness.
Leadership
Amy Durham · Chief Executive Officer · $182K
Money in and out
$12.3M revenue, $11.7M expenses
Bottom line
89% program efficiency
Where the money goes · FY2025
Total revenue
$12.3M
Pt VIII · Ln 12
Total expenses
$11.7M
Pt IX · Ln 25
Net assets
$2.5M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $635K
Where spending went · Part IX cols B–D
Program services $0.89 Management & general $0.07 Fundraising $0.04
Program efficiency
89%
of spending reaches programs▲ +1% vs prior filing year
Operating runway
2.8mo
months of highly liquid reserves at operating expense rate▲ +27% vs prior filing year
Surplus margin
+5%
revenue over expenses, this year▲ +400% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$12.3M
FY2025▲ +16%
Expenses
$11.7M
FY2025▲ +11%
Total assets
$3.8M
FY2025▲ +22%
Total liabilities
$1.3M
FY2025▲ +0.6%
Total revenue
$12.3M
Pt VIII · Ln 12
Total expenses
$11.7M
Pt IX · Ln 25
Net assets
$2.5M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$635K
Total assetsPt X · Ln 16$3.8M
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

3 program services account for $9.0M of program spending, described in the organization's own filed words · FY2024.
01

Oc warmline -the oc warmline is a free and confidential telephone service providing emotional support and resources to orange county residents, available 24 hours a day, 7 days a week. If you, a family member, or a loved one are experiencing mental health concerns, substance abuse, loneliness or are in need of community resources, the oc…

$7.6Mprogram expense
02

NAMI by Your Side

Nami would pair trained peer support mentors with caloptima health members to provide tailored, social support and resource navigation beginning during a hospital inpatient stay or emergency room visit and lasting up to six months post-discharge, based on members' needs.

$837Kprogram expense
03

Calhope -digital mental health support for youth, young adults, and FAMILIES.A groundbreaking new program providing free, safe, and confidential mental health support for young people and families across the state with two easy-to-use mobile apps: brightlife kids and SOLUNA.CALHOPE schools initiativecalhope schools provides mental health…

$594Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CNAMI Orange County
EINHdr · item D95-3726369
Principal addressHdr · item CFountain Vly, CA
WebsiteHdr · item Jwww.namioc.org
Year of formationHdr · item L1980
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFJun 1982

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a6
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Chief Executive Officer
$182,218Pt VII · Sec A
Chief Financial Officer
$162,120Pt VII · Sec A
Warmline Director
$143,051Pt VII · Sec A
Peer Services Director
$138,685Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Pres/Co-Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024
Amy Durham$182,218$167,570
Stephanie Rocha$162,120$152,172
Arna Vodenos$143,051
Deborah Diaz De Leon$138,685

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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Statement of Revenue

Part VIII
Program service revenue$11.7M · 95%
Contributions & grants$651K · 5%
Program service revenue95%$11.7M
Contributions & grants5%$651K
Investment income$57K
Total revenueLn 12$12.3M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.07 Fundraising $0.04
Program services89%$10.5M
Management & general7%$804K
Fundraising4%$443K
Total functional expensesLn 25$11.7M

Balance Sheet

Part X · end of year
CashLn 1$1.4M
Total assetsLn 16$3.8M
Total liabilitiesLn 26$1.3M
Total net assetsLn 32$2.5M
Months of cash on handcomputed1.4

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.7M · Operating expenses/yr $11.7M
2.8 months
Where the money goes
Program services
Program services $10.5M · Total expenses $11.7M
89%
Management & General
Management & general $804K · Total expenses $11.7M
7%
Fundraising
Fundraising $443K · Total expenses $11.7M
4%
Cost to raise $1
Fundraising expense (3-yr avg) $427K · Solicited contributions (3-yr avg) $310K
$1.38 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $651K · Total revenue $12.3M
5%
Government reliance
Government grants — · Total revenue $12.3M
Earned-income share
Program service revenue $11.7M · Total revenue $12.3M
95%
Investment reliance
Investment income $57K · Total revenue $12.3M
+0.5%
Program self-sufficiency
Program service revenue $11.7M · Total expenses $11.7M
100%
Growth & trend
Revenue growth (YoY)
This year $12.3M · Prior year $10.6M
+16%
Revenue CAGR
FY2019 $1.9M · FY2024 $12.3M
+45%
Net-asset trend (YoY)
End of year $2.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $12.3M · Expenses $11.7M
+5%
Liabilities-to-Assets
Total liabilities — · Total assets $3.8M
Net-asset ratio
Net assets $2.5M · Total assets $3.8M
67%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $1.4M · Total assets (Pt X, ln 16) $3.8M
36%
People & payroll
Highest Reported Total Compensation
Individual Amy Durham · Reported title CHIEF EXECUTIVE OFFICER · Highest reported compensation $182K · Total expenses $11.7M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $8.6M · Total expenses $11.7M
73%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 89%
Overhead ratio 7%
Fundraising cost ratio 68%
Revenue growth 16%
Legal fee ratio 0.02%
Fundraising fee ratio 0.1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2025
NAMI NationalFY2025$9K
Total grants receivedfrom 1 funder$9K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$12.3M revenue · viewing · ⤓ 990 PDF
FY2024$10.6M revenue · ⤓ 990 PDF
FY2023$3.3M revenue · ⤓ 990 PDF
FY2022$3.7M revenue · ⤓ 990 PDF
FY2021$3.2M revenue · ⤓ 990 PDF
FY2020$1.9M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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