NAMI Santa Cruz County

You Are Not Alone

Watsonville, CA | www.namiscc.org

Learn how to support this organization

GuideStar Charity Check

EIN: 77-0002878

Contributions tax deductible
as of September 2024

IRS BMF 509(a)(1)
as of September 09, 2024

View summary

Charity Check report

Mission

NAMI Santa Cruz County provides education, support, hope, and healing for people affected by mental illness and their families. We advocate for sufficient resources to advance lives free of stigma or discrimination.

Ruling year info

1984

Executive Director

Therese Adams

Associate Director

Noeli Perez

Main address

35 Penny Lane Suite 2

Watsonville, CA 95076 USA

Show more contact info

EIN

77-0002878

Subject area info

Community mental health care

Support groups

Depression

Stress

Health care access

Show more subject areas

Population served info

Adults

Adolescents

Children

Preteens

People with psychosocial disabilities

Show more populations served

NTEE code info

Rehabilitative Medical Services (E50)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

Reports and documents

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Support Groups for Families

Four types of family support groups offered:

1) Support groups for family members who have a loved one 18+ with a mental health condition.

2) Support groups for parents/ caregivers of youth under 18 who experience mental health challenges.

3) Support groups for parents of Transition Aged Youth (TAY), ages 18-24, with a mental health condition.

4) Spanish support groups for family members supporting a loved one of any age.

Mental Health Classes for Families

NAMI Santa Cruz County offers classes for family members who have a child or adult loved-one with a mental health challenge.

Classes are offered in English and Spanish.

Support Groups and Classes for Peers

NAMI Santa Cruz County offers support groups and classes for adults who identify as a "peer," or someone with lived experience of a mental health condition.

We offer classes and support groups for adult peers in both English and Spanish.

Where we work

Awards

Partner of the Year 2023

Santa Cruz County Office of Education

Financials

NAMI Santa Cruz County

Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023

SOURCE: IRS Form 990

0.00

Average of 886.27 over 9 years

Months of cash in 2023

SOURCE: IRS Form 990

7.4

Average of 6.5 over 9 years

Fringe rate in 2023

SOURCE: IRS Form 990

16%

Average of 8% over 9 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

NAMI Santa Cruz County

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$27,890
Program Services	$16,881
Investments	$32
Special Events	$41,916
Sales	$0
Other	$0
Total Revenue	$86,719

Expenses
Grants	$0
Salaries & Employee Benefits	$0
Professional Fees	$46,672
Occupancy	$1,500
Printing, Publications, Postage, etc.	$14,094
Other Expenses	$23,108
Total Expenses	$85,374
Net Gain/Loss	$1,345

Revenue
Contributions	$70,781
Program Services	$26,835
Investments	$134
Special Events	$18,059
Sales	$0
Other	$83
Total Revenue	$115,892

Expenses
Grants	$0
Salaries & Employee Benefits	$5,064
Professional Fees	$66,663
Occupancy	$7,080
Printing, Publications, Postage, etc.	$16,309
Other Expenses	$44,717
Total Expenses	$139,833
Net Gain/Loss	($23,941)

Revenue
Contributions	$35,180
Program Services	$87,797
Investments	$82
Special Events	$29,515
Sales	$0
Other	$1,358
Total Revenue	$153,932

Expenses
Grants	$0
Salaries & Employee Benefits	$21,930
Professional Fees	$27,512
Occupancy	$3,125
Printing, Publications, Postage, etc.	$8,483
Other Expenses	$24,332
Total Expenses	$85,382
Net Gain/Loss	$68,550

Revenue
Contributions	$102,795
Government Grants	$0
Program Services	$130,325
Investments	$1,500
Special Events	$25,552
Sales	$0
Other	$0
Total Revenue	$260,172

Expenses
Program Services	$150,803
Administration	$54,723
Fundraising	$5,857
Total Expenses	$211,383
Net Gain/Loss	$48,789

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$2,866
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$146,930
Government Grants	$0
Program Services	$134,141
Investments	$3,415
Special Events	$23,806
Sales	$0
Other	$0
Total Revenue	$308,292

Expenses
Program Services	$282,031
Administration	$33,894
Fundraising	$79
Total Expenses	$316,004
Net Gain/Loss	($7,712)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$5,367
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$303,952
Government Grants	$0
Program Services	$128,500
Investments	$1,299
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$433,751

Expenses
Program Services	$317,359
Administration	$48,098
Fundraising	$0
Total Expenses	$365,457
Net Gain/Loss	$68,294

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$6,085
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$749,378
Government Grants	$15,000
Program Services	$140,619
Investments	$74
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$905,071

Expenses
Program Services	$495,058
Administration	$78,412
Fundraising	$0
Total Expenses	$573,470
Net Gain/Loss	$331,601

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$2,730
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$830,429
Government Grants	$0
Program Services	$251,080
Investments	$1,503
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$1,083,012

Expenses
Program Services	$527,527
Administration	$239,100
Fundraising	$119,411
Total Expenses	$886,038
Net Gain/Loss	$196,974

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$6,228
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

NAMI Santa Cruz County

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jan 01, 2015	Dec 31, 2015	Change
Contributions	$27,890
Cash & Equivalents	$129,334	$136,937	$7,603
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$8,208	$1,950	($6,258)
Total Assets	$137,542	$138,887	$1,345

Liabilities	Jan 01, 2015	Dec 31, 2015	Change
Total Liabilities	$0	$0	$0

Fund balance	Jan 01, 2015	Dec 31, 2015	Change
Net Assets	$137,542	$138,887	$1,345

Assets	Jan 01, 2016	Dec 31, 2016	Change
Contributions	$70,781
Cash & Equivalents	$136,937	$115,939	($20,998)
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$1,950	$800	($1,150)
Total Assets	$138,887	$116,739	($22,148)

Liabilities	Jan 01, 2016	Dec 31, 2016	Change
Total Liabilities	$0	$1,793	$1,793

Fund balance	Jan 01, 2016	Dec 31, 2016	Change
Net Assets	$138,887	$114,946	($23,941)

Assets	Jan 01, 2017	Jun 30, 2017	Change
Contributions	$35,180
Cash & Equivalents	$115,939	$140,610	$24,671
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$800	$45,355	$44,555
Total Assets	$116,739	$185,965	$69,226

Liabilities	Jan 01, 2017	Jun 30, 2017	Change
Total Liabilities	$1,793	$2,469	$676

Fund balance	Jan 01, 2017	Jun 30, 2017	Change
Net Assets	$114,946	$183,496	$68,550

Assets	Jul 01, 2018	Jun 30, 2019	Change
Contributions	$102,795
Cash & Equivalents	$266,207	$311,836	$45,629
Accounts Receivable	$4,500	$9,485	$4,985
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$270,707	$321,321	$50,614

Liabilities	Jul 01, 2018	Jun 30, 2019	Change
Accounts Payable	$82	$1,907	$1,825
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$82	$1,907	$1,825

Fund balance	Jul 01, 2018	Jun 30, 2019	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$270,625	$319,414	$48,789
Net Assets	$270,625	$319,414	$48,789

Assets	Jul 01, 2019	Jun 30, 2020	Change
Contributions	$146,930
Cash & Equivalents	$311,836	$289,781	($22,055)
Accounts Receivable	$9,485	$21,964	$12,479
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$321,321	$311,745	($9,576)

Liabilities	Jul 01, 2019	Jun 30, 2020	Change
Accounts Payable	$1,907	$43	($1,864)
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$1,907	$43	($1,864)

Fund balance	Jul 01, 2019	Jun 30, 2020	Change
Temporarily Restricted Net Assets	N/A	N/A	N/A
Permanently Restricted Net Assets	N/A	N/A	N/A
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$319,414	$311,702	($7,712)
Net Assets	$319,414	$311,702	($7,712)

Assets	Jul 01, 2020	Jun 30, 2021	Change
Contributions	$303,952
Cash & Equivalents	$289,781	$339,318	$49,537
Accounts Receivable	$21,964	$40,096	$18,132
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$1,313	$1,313
Total Assets	$311,745	$380,727	$68,982

Liabilities	Jul 01, 2020	Jun 30, 2021	Change
Accounts Payable	$43	$731	$688
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$43	$731	$688

Fund balance	Jul 01, 2020	Jun 30, 2021	Change
Temporarily Restricted Net Assets	N/A	N/A	N/A
Permanently Restricted Net Assets	N/A	N/A	N/A
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$311,702	$379,996	$68,294
Net Assets	$311,702	$379,996	$68,294

Assets	Jul 01, 2021	Jun 30, 2022	Change
Contributions	$749,378
Cash & Equivalents	$339,318	$534,427	$195,109
Accounts Receivable	$40,096	$34,399	($5,697)
Pledges & Grants Receivable	$0	$133,319	$133,319
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$1,313	$24,038	$22,725
Total Assets	$380,727	$726,183	$345,456

Liabilities	Jul 01, 2021	Jun 30, 2022	Change
Accounts Payable	$731	$14,587	$13,856
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$731	$14,587	$13,856

Fund balance	Jul 01, 2021	Jun 30, 2022	Change
Temporarily Restricted Net Assets	N/A	N/A	N/A
Permanently Restricted Net Assets	N/A	N/A	N/A
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$379,996	$711,596	$331,600
Net Assets	$379,996	$711,596	$331,600

Assets	Jul 01, 2022	Jun 30, 2023	Change
Contributions	$830,429
Cash & Equivalents	$534,427	$548,574	$14,147
Accounts Receivable	$34,399	$3,750	($30,649)
Pledges & Grants Receivable	$133,319	$56,823	($76,496)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$24,038	$299,423	$275,385
Total Assets	$726,183	$908,570	$182,387

Liabilities	Jul 01, 2022	Jun 30, 2023	Change
Accounts Payable	$14,587	$0	($14,587)
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$14,587	$0	($14,587)

Fund balance	Jul 01, 2022	Jun 30, 2023	Change
Temporarily Restricted Net Assets	N/A	N/A	N/A
Permanently Restricted Net Assets	N/A	N/A	N/A
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$711,596	$908,570	$196,974
Net Assets	$711,596	$908,570	$196,974

NAMI Santa Cruz County

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of NAMI Santa Cruz County’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jul 01 - Jun 30 View full report Download data

Business model indicators

Profitability	2019	2020	2021	2022	2023
Unrestricted surplus (deficit) before depreciation	$48,789	-$7,712	$68,294	$331,600	$196,974
As % of expenses	23.1%	-2.4%	18.7%	57.8%	22.2%
Unrestricted surplus (deficit) after depreciation	$48,789	-$7,712	$68,294	$331,600	$196,974
As % of expenses	23.1%	-2.4%	18.7%	57.8%	22.2%

Revenue composition
Total revenue (unrestricted & restricted)	$260,172	$308,292	$433,751	$905,071	$1,083,012
Total revenue, % change over prior year	0.0%	18.5%	40.7%	108.7%	19.7%
Program services revenue	50.1%	43.5%	29.6%	15.5%	23.2%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	0.6%	1.1%	0.3%	0.0%	0.1%
Government grants	0.0%	0.0%	0.0%	1.7%	0.0%
All other grants and contributions	49.3%	55.4%	70.1%	82.8%	76.7%
Other revenue	0.0%	0.0%	0.0%	0.0%	0.0%

Expense composition
Total expenses before depreciation	$211,383	$316,004	$365,457	$573,470	$886,038
Total expenses, % change over prior year	0.0%	49.5%	15.6%	56.9%	54.5%
Personnel	51.8%	63.5%	75.5%	80.4%	83.3%
Professional fees	7.2%	11.3%	0.0%	0.0%	0.0%
Occupancy	7.3%	5.0%	3.5%	2.3%	1.6%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	0.0%	0.0%	0.0%	0.0%	0.0%
All other expenses	33.7%	20.2%	21.0%	17.3%	15.1%

Full cost components (estimated)	2019	2020	2021	2022	2023
Total expenses (after depreciation)	$211,383	$316,004	$365,457	$573,470	$886,038
One month of savings	$17,615	$26,334	$30,455	$47,789	$73,837
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$0	$0	$0	$0	$0
Total full costs (estimated)	$228,998	$342,338	$395,912	$621,259	$959,875

Capital structure indicators

Liquidity	2019	2020	2021	2022	2023
Months of cash	17.7	11.0	11.1	11.2	7.4
Months of cash and investments	17.7	11.0	11.1	11.2	7.4
Months of estimated liquid unrestricted net assets	18.1	11.8	12.5	14.9	12.3

Balance sheet composition	2019	2020	2021	2022	2023
Cash	$311,836	$289,781	$339,318	$534,427	$548,574
Investments	$0	$0	$0	$0	$0
Receivables	$9,485	$21,964	$40,096	$167,718	$60,573
Gross land, buildings, equipment (LBE)	$0	$0	$0	$0	$0
Accumulated depreciation (as a % of LBE)	0.0%	0.0%	0.0%	0.0%	0.0%
Liabilities (as a % of assets)	0.6%	0.0%	0.2%	2.0%	0.0%
Unrestricted net assets	$319,414	$311,702	$379,996	$711,596	$908,570
Temporarily restricted net assets	$0	N/A	N/A	N/A	N/A
Permanently restricted net assets	$0	N/A	N/A	N/A	N/A
Total restricted net assets	$0	$0	$0	$0	$0
Total net assets	$319,414	$311,702	$379,996	$711,596	$908,570

Key data checks

Key data checks	2019	2020	2021	2022	2023
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination is not available for this organization

Form 1023/1024 is not available for this organization

Executive Director

Therese Adams

Associate Director

Noeli Perez

Number of employees

Source: IRS Form 990

NAMI Santa Cruz County

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

This organization has no recorded board members.

NAMI Santa Cruz County

You Are Not Alone

Mission

Is this your nonprofit?

Programs and results

Reports and documents

What we aim to solve

This profile needs more info.

Our programs

Support Groups for Families

Mental Health Classes for Families

Support Groups and Classes for Peers

Where we work

Awards

Financials

Revenue vs. expenses: breakdown

Liquidity in 2023 info

0.00

Months of cash in 2023 info

7.4

Fringe rate in 2023 info

16%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

NAMI Santa Cruz County

NAMI Santa Cruz County

NAMI Santa Cruz County

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

Executive Director

Therese Adams

Associate Director

Noeli Perez

Number of employees

NAMI Santa Cruz County

Compensation data

Liquidity in 2023

Months of cash in 2023

Fringe rate in 2023

Funding sources

Assets & liabilities