Nami Yolo County

Nonprofit profile at a glance

EIN
205888425
IRS 990 coverage
2019–2023
Forms available
Form 990 2023, Form 990-EZ 2018, Form 990-N 2015
Location
Davis, CA, USA
Phone
5307568181
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Mental Health, Crisis Intervention N.E.C.

Official website

Reported finances

Revenue
$332,630
Expenses
$328,460
Assets
$658,898
Liabilities
$44,569

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • STACIE FRERICHS (PRESIDENT)
  • JEN BOSCHEE-DANZER (EXECUTIVE DIRECTOR)

Highest reported compensation

  • JEN BOSCHEE-DANZER (EXECUTIVE DIRECTOR): $93,696 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization's primary purpose is to provide advocacy, support, education, and public awareness, so that individuals and families who are affected by mental illness can build better lives.

What it reported doing in 2023

Nami yolo county served over 800 individuals affected by mental illness through evidence-based programs including support groups, educational courses, and community outreach designed to increase awareness and end stigma surrounding mental health conditions. Serving residents throughout yolo county, a variety of free support groups and educational courses are offered both for those living with a mental health condition and for family members or loved ones who provide them with care and support. These are led by trained leaders with lived experience, where participants benefit from others' experiences, discover their inner strengths, gain hope, develop supportive relationships, and empower themselves by sharing their own experiences in a non-judgmental space. Nami yolo county's programs include outreach presentations to the community that help people learn about mental illness, identify the signs and symptoms of mental illness, and end the stigma associated with mental health conditions.

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 - The filed numbers largely add up and most voting board members are independent. 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: 51
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 43
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 52.7%; rating input score 53
  • Program expense ratio: 53.4%; rating input score 53
  • Fundraising efficiency: $9.57 raised per $1 spent on fundraising; rating input score 38; 38th 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; 63rd 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: Pass
    • 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: 1.3%; rating input score 44; 44th percentile among comparable filings
  • Total-asset coverage ratio: 2.01; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 28.5%; rating input score 12; 12th percentile among comparable filings

Growth

  • Program expense growth: 14.5% per year; rating input score 100; 77th percentile among comparable filings
  • Revenue growth: 11.6% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 25.4% per year; rating input score 100; 88th percentile among comparable filings

Details

  • Where the money goes: 52.7% of revenue deployed · 53.4% of spending went to programs
  • Governance: 6 of 6 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $175K in reported program spending
  • Leadership: top reported pay $94K · 7 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 4 filing years from 2019 to 2023
  • 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.
  • 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 — Financial Efficiency: Mission deployment rate scored 53/100.
  • Review — Financial Efficiency: Program expense ratio scored 53/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 38/100.
  • Moderate — Sustainability: Operating margin scored 44/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 12/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.