Nami Orange County

Nonprofit profile at a glance

EIN
953726369
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Santa Ana, CA, USA
Phone
7145448488
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$12,342,194
Expenses
$11,707,096
Assets
$3,816,812
Liabilities
$1,277,514

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

Leadership & pay

10 people listed

Executive titles in this filing

  • STEVE PITMAN (PRESIDENT)
  • AMY DURHAM (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • AMY DURHAM (CHIEF EXECUTIVE OFFICER): $191,546 total reported compensation
  • STEPHANIE ROCHA (CHIEF FINANCIAL OFFICER): $172,017 total reported compensation
  • ARNA VODENOS (WARMLINE DIRECTOR): $162,175 total reported compensation

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

Overview

Mission

The mission of nami orange county is to provide emotional support, education and resources for families, and those affected by mental illness. In collaboration with the entire community, we advocate for a life of quality and dignity, one without discrimination, for all those persons affected by this illness.

What it reported doing in 2024

Families family- to- family family-to-family (f2f) is a no-cost, 12-week educational program for loved ones of those living with a mental health condition to improve their coping and problem-solving abilities. Basics basics is a no-cost, 6-week education program for parents and family of children and teens who are experiencing symptoms of a mental health condition or who have a diagnosis to learn the facts about mental health conditions. Family support group family support groups are peer-led support groups for family members, caregivers and loved ones of individuals living with a mental health condition. Gain insight from the challenges and successes of others facing similar circumstances. Peers peer- to- peer peer-to-peer (p2p) is a no-cost, 10-week educational program for adults (18+) with a mental health condition who are looking to better understand their condition and journey toward recovery. P2p is taught by a trained team of people who have experience living with a mental health condition. The program includes presentations, discussion, and interactive exercises. Connection recovery support group connection recovery support group is a no-cost support group for adults living with a mental health condition. These groups are led by nami-trained facilitators with lived experience. Connection recovery support groups are unique because they follow a structured model to ensure that all group participants have an opportunity to be heard. The groups meet on a bi-weekly, weekly or monthly basis. Peer connector the peer connector program matches a person with a trained mentor, with lived experience, that can either be a family member or individual for 12 weeks of one-on-one connection. Day-to day situations drive weekly discussions with mentors. The peer connector program is designed to provide participants with individualized support, education, and skill-building knowledge that helps participants strengthen relationships community-base with their families, increase cooperation, and understand how to navigate the services. Teens & young adults nami on campus college (ncc) nami on campus college (ncc) clubs are student-led clubs that tackle mental health issues on campus by engaging the students through support, advocacy, promoting of services, and educating the campus community. The clubs aim to address the mental health concerns of students on campus to promote a positive and supportive college experience. Nami on campus high school (nchs) nami on campus high school (nchs) clubs are student-led clubs that raise mental health awareness and reduce stigma on campus through peer-led activities and education. All students are welcome to join - those with their own mental health experiences, those with family members with a condition, or students interested in mental health advocacy. Ending the silence ending the silence is an engaging presentation that helps audience members learn about the warning signs of mental health conditions and what steps to take if you or a loved one are showing symptoms of a mental illness. Three presentations are offered: one for middle school through high school aged students, one for school staff and one for parents. Media masterclass our media masterclass is a course designed to give teens and young adults (ages 16 - 24) an opportunity to learn the basics of podcasting, building an online brand, and using their social platforms to spread positive messages about mental wellness. Mental well-being webinars virtual events that cover mental health topics such as managing stress & anxiety, mindfulness, self-care, coping with grief and more! Providers & crisis responders provider education provider education is a no-cost, 15-hour program of in-service training taught by a team of an adult with mental illness, a family member, and a mental health professional. Nami provider education introduces mental health professionals to the unique perspectives of individuals living with a mental health condition and thei

Operating model

Revenue model
Earned-program. 94% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% 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.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 70
  • Accountability: 90
  • Sustainability: 38
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.4%; rating input score 84
  • Program expense ratio: 89.3%; rating input score 89
  • Fundraising efficiency: $1.47 raised per $1 spent on fundraising; rating input score 4; 4th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 83.3%; rating input score 83; 17th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.1%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 0.33; rating input score 8; 8th percentile among comparable filings
  • Liabilities to assets ratio: 0.33; rating input score 43; 43rd percentile among comparable filings
  • Officer compensation ratio: 5.8%; rating input score 44; 44th percentile among comparable filings

Growth

  • Program expense growth: 26.6% per year; rating input score 100; 94th percentile among comparable filings
  • Revenue growth: 24.7% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 18.7% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 84.4% of revenue deployed · 89.3% of spending went to programs
  • Governance: 5 of 6 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $10.5M in reported program spending
  • Leadership: top reported pay $192K · 10 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • 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.

  • High — Financial Efficiency: Fundraising efficiency scored 4/100.
  • High — Sustainability: Total-asset coverage ratio scored 8/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 43/100.
  • Moderate — Sustainability: Officer compensation ratio scored 44/100.