Nami Valley of the Sun

Nonprofit profile at a glance

EIN
860586718
IRS 990 coverage
2016–2025
Forms available
Form 990 2025
Location
Phoenix, AZ, USA
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$507,912
Expenses
$452,223
Assets
$706,504
Liabilities
$25,102

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

Leadership & pay

8 people listed

Executive titles in this filing

  • Blythe Fitzharris (President)
  • Forest Melton (Vice President)

Highest reported compensation

  • Kristina Sabetta (Director): $115,670 total reported compensation

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

Overview

Mission

NAMI Valley of the Sun is dedicated to improving the quality of life for people with mental illness and their families through support, education, and advocacy.NAMI Valley of the Sun serves as a grassroots, family and peer-based organization dedicated to educating and supporting those affected. NAMI Valley of the Sun provides public awareness, education, and support through educational programs, support groups, community forums and presentations, health fairs, and employee training programs that increase awareness and encourage understanding of the effects of mental illness on the individual, family, and community.NAMI shapes the public mental health policy landscape for people with mental illness and their families by providing grassroots volunteer leaders with the tools, resources, and skill necessary to improve the quality of mental health care.

What it reported doing in 2025

NAMI Valley of the Sun is dedicated to improving the quality of life for people with mental illness and their families through support, education and advocacy. During 2025, we reached 3,082 students through our NAMI Ending the Silence programs and 3,455 individuals through our NAMI-In Our Own Voice presentations. We supported 2,846 individuals living with mental health conditions through our NAMI Connection Support Groups, and an additional 1,576 individuals through our NAMI Family Support Groups. We also had 126 graduates from our NAMI Peer-to Peer, NAMI Family-to-Family, and NAMI Basics classes. WE also provided information and assistance to 89,034 individuals and family members through outreach effort.In total, we reached close to 100,000 individuals in 2025.

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
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 - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 92
  • Accountability: 88
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61%; rating input score 61
  • Program expense ratio: 67%; rating input score 67
  • Fundraising efficiency: $11.57 raised per $1 spent on fundraising; rating input score 40; 40th 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: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 11%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 1.56; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 25.6%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: 31.6% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 9.1% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 7.9% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 61% of revenue deployed · 67% of spending went to programs
  • Governance: 10 of 10 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $303K in reported program spending
  • Leadership: top reported pay $116K · 8 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 9 filing years from 2016 to 2025
  • 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.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 40/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Operating margin scored 58/100.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.