Nami Multnomah

Nonprofit profile at a glance

EIN
930862647
IRS 990 coverage
2019–2024
Forms available
Form 990 2024
Location
Portland, OR, USA
Phone
5032285692
Rating
87
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$2,803,869
Expenses
$1,996,885
Assets
$2,425,308
Liabilities
$308,020

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • BETH EPPS (BOARD PRESIDENT)
  • KERRI MELDA (EXECUTIVE DIRECTOR)

Highest reported compensation

  • KERRI MELDA (EXECUTIVE DIRECTOR): $145,908 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the quality of life for individuals with mental illness and their families through support, education, and advocacy.

What it reported doing in 2024

Education, support & awareness programs - these programs include a variety of nami signature and other educational and support programs for individuals living with mental health conditions and their families. All of our nami signature classes and groups are taught/facilitated by trained nami multnomah volunteers with lived experience. Many of our classes offer culturally-specific options for the spanish-speaking, bipoc, lgbtq+ and veteran communities. Continued on schedule o.award-winning educational classes offered include:* nami family-to-family - for families and friends of adults with mental health challenges.* nami basics - for families of children with a mental health condition.* nami peer-to-peer - for peers who are interested in establishing and maintaining their wellness and recovery.* peer support specialist training - training for peers in recovery to work and support others who are working toward recovery.* nami family support groups - facilitated support groups for families, caregivers and loved ones of adults (18 and over) with mental health conditions.* nami connections recovery peer support groups - facilitated support groups for adults (18 and over) with mental health conditions.* nami parent support groups - facilitated support groups for families and caregivers of children (under age 18) with mental health conditions.* helpline - a mental health helpline, fielding more than 2,100 calls for assistance and connections to community resources every year.* ending the silence - an educational program designed specifically for use with middle school and high school students, families and staff.* first step - presentations in hospital psychiatric in-patient units to talk with peers and their families about recovery.* in our own voice - personal presentations to community groups, schools, churches, and businesses.* nami on campus - working to increase mental health awareness and education on local college and university campuses.* evening with the experts - presentations by local experts to the community, focusing on specific mental health topics.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 94
  • Accountability: 95
  • Sustainability: 64
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.6%; rating input score 66
  • Program expense ratio: 91.2%; rating input score 91
  • Fundraising efficiency: $955.48 raised per $1 spent on fundraising; rating input score 97; 97th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 28.8%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 1.21; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: 0.13; rating input score 54; 54th percentile among comparable filings
  • Officer compensation ratio: 7.3%; rating input score 40; 40th percentile among comparable filings

Growth

  • Program expense growth: 24.3% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 26.9% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: 35.7% per year; rating input score 100; 95th percentile among comparable filings

Details

  • Where the money goes: 65.6% of revenue deployed · 91.2% of spending went to programs
  • Governance: 6 of 6 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $1.8M in reported program spending
  • Leadership: top reported pay $146K · 7 people listed
  • Consistency: 32 of 32 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: CEO compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • Moderate — Sustainability: Officer compensation ratio scored 40/100.
  • Review — Sustainability: Liabilities to assets ratio scored 54/100.