NAMI Sonoma County

Nonprofit profile at a glance

EIN
680041644
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Santa Rosa, CA, USA
Phone
7075276662
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$566,063
Expenses
$436,172
Assets
$674,944
Liabilities
$13,137

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

Leadership & pay

11 people listed

Executive titles in this filing

  • Mark Beiting (President Emirt)
  • Peggy Ledner-Spaulding (Vice President)
  • Cindy Alloway (Co-President)
  • Honor Jackson (Co-President)

Highest reported compensation

  • Mary Frances Walsh (Executive Dir.): $106,416 total reported compensation

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

Overview

Mission

NAMI Sonoma County's mission is to build better lives for individuals and families affected by mental illness throughout Sonoma County by providing education, support, and advocacy.

What it reported doing in 2024

NAMI Sonoma County helps individuals and families affected by mental illness to build a better quality of life by providing education, support, awareness, and advocacy.In the year ending 6/30/2025, our programs and services provided: 860 First-Time Warmline Callers provided with one-to-one 1:1 information, support and resource referrals 1,800 Total Warmline Calls, including follow-ups 90 Families Supported after Mental Health Crisis, on referral from the countys Mobile Crisis Support Team 107 Family Support Groups Offered to Community 920 Family Members Attended a Family Support Group 97 Connection Recovery Support Groups Offered to Community Members living with Mental Health Challenges 1,290 Adults with Mental Health Challenges Attended a Connection Support Group 3 NAMI Family-to-Family Classes (22.50 hours per class), an education program for family members supporting a loved one with serious mental illness 32 Family Members fully completed the Family-to-Family education program 1 NAMI Peer-to-Peer Class (total of 18.00 hours per class), an education program for adults living with mental health challenges 5 Adults experiencing mental health challenges completed the Peer-to-Peer program 20 New NAMI Program Leaders certified to lead NAMI education and/or support programs after completing two-day trainings 22 Mental Health Presentations for community organizations and schools 16 QPR (Question, Persuade, Refer) Suicide Prevention Trainings for community members 252 Individuals Completed QPR Gatekeeper Training 12 Monthly E-Newsletters 2,800 E-News Subscribers Held 2nd Annual NAMIWALKS Sonoma County Awareness Event in Santa Rosa, featuring 8 community leaders speaking on mental health in our community, 21 community organizations sharing resources, and 200+ attendees

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 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. Program spending has declined or grown slowly and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 92
  • Accountability: 84
  • Sustainability: 63
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.9%; rating input score 65
  • Program expense ratio: 82.8%; rating input score 83
  • Fundraising efficiency: $61.41 raised per $1 spent on fundraising; rating input score 81; 81st 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: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 90.9%; rating input score 91; 23rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 22.9%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 1.55; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 63; 63rd percentile among comparable filings
  • Officer compensation ratio: 24.4%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: -3.6% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: 1.1% per year; rating input score 100; 19th percentile among comparable filings
  • Asset growth: -1.4% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: 64.9% of revenue deployed · 82.8% of spending went to programs
  • Governance: 10 of 11 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $361K in reported program spending
  • Leadership: top reported pay $106K · 11 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 10 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

Key Signals

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

  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.