Nami Tri-valley

Nonprofit profile at a glance

EIN
721610675
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Livermore, CA, USA
Phone
9253444480
Rating
54
Verdict
MIXED
Rating confidence
Moderate
Sector
Mental Health Treatment F31 Psychiatric, Mental Health Hospital

Reported finances

Revenue
$59,019
Expenses
$70,113
Assets
$91,810
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • MARSHA MCINNIS (PRESIDENT)
  • ROSEMARIE THORNE (1ST VICE PRESIDENT)
  • ARMINE MATENTSIAN (2ND VICE PRESIDENT)

People named in this filing

  • MARSHA MCINNIS (PRESIDENT)
  • ROSEMARIE THORNE (1ST VICE PRESIDENT)
  • ARMINE MATENTSIAN (2ND VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Support & education for mentally ill

What it reported doing in 2025

Provide support and education for the mentally ill and their caregivers.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 87% 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

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 14
  • Transparency & Controls: 100
  • Sustainability: 41
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 15.7%; rating input score 16
  • Program expense ratio: 11.4%; rating input score 11

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -18.8%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 1.31; rating input score 55; 55th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 35% per year; rating input score 100; 88th percentile among comparable filings
  • Revenue growth: 9.9% per year; rating input score 100; 80th percentile among comparable filings
  • Asset growth: 11.3% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 15.7% of revenue deployed · 11.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $8K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • 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 — Financial Efficiency: Mission deployment rate scored 16/100.
  • High — Financial Efficiency: Program expense ratio scored 11/100.
  • High — Sustainability: Operating margin scored 22/100.
  • Review — Sustainability: Total-asset coverage ratio scored 55/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.