Nami Monterey County

EIN: 770077138 501(c)(3)

Salinas, CA

Total Revenue
$597,161
Total Expenses
$454,931
Total Assets
$1,018,872
Net Assets
$690,597
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
CA
Principal Officer
Joe Livernois
Phone
8314226264
Tax Period
2024-09-01 to 2025-08-31

Nami Monterey County, founded in 1984, is a small nonprofit that reported $597K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $142K, a strong 24% operating margin.

Mission

NAMI Monterey County provides advocacy, education, support, and public awareness so that all individuals and families affected by mental illness can build better lives.

Program Service Accomplishments

Program 1
Expenses: $277,405 Revenue: $551

Provided peer and family support groups in English and Spanish, an LGBTQ+ support group, and educational newsletters. Conducted eight-week educational courses for individuals living with mental...

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Provided peer and family support groups in English and Spanish, an LGBTQ+ support group, and educational newsletters. Conducted eight-week educational courses for individuals living with mental illness and for family members. Presented mental health education in English and Spanish at community events to reduce stigma and promote resilience; supported NAMI on Campus clubs at high schools and colleges, delivered the Ending the Silence program to middle and high school students; and provided Sharing Your Story with Law Enforcement presentations for police officers and first responders. The organization also operated a warm line offering information, referrals, support, and hope to individuals and families affected by mental illness.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $583,763
Program Service Revenue $551
Investment Income $12,847
Other Revenue $0
TOTAL REVENUE $597,161

Expense Breakdown

Grants Paid $0
Salaries & Benefits $299,004
Fundraising Expenses $0
Program Expenses $277,405
Other Expenses $155,927
TOTAL EXPENSES $454,931

Year-over-Year Comparison

2024 2023 Change
Revenue $597,161 $451,258 +0.3%
Expenses $454,931 $369,257 +0.2%
Net Income $142,230 $82,001 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
8
Employees
9
Volunteers
30

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$129,698
Total Directors
9
$24,624
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Colleen Beye Executive Direc 40.00
Officer
$105,074 $0 $105,074
Jeanette Camacho - tr end 825 Treasurer 2.00
Officer Director
$24,624 $0 $24,624
Joe Livernois President 2.00
Officer Director
$0 $0 $0
Cynthia Laurence Director 2.00
Director
$0 $0 $0
Andrea Boutelle Director 2.00
Director
$0 $0 $0
Alexandra Keller Secretary 2.00
Officer Director
$0 $0 $0
Angela Smith Director 2.00
Director
$0 $0 $0
Savannah Gamotan Director 2.00
Director
$0 $0 $0
Matthew Salyer Treasurer 2.00
Director
$0 $0 $0
Mary Gomez-Aarons Vice President 2.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $597,161 $454,931 $1,018,872 $142,230
2024 $451,258 $369,257 $562,313 $82,001
2023 $335,418 $228,987 $459,068 $106,431
2022 $237,673 $191,613 $368,569 $46,060
2020 $231,949 $222,766 $348,058 $9,183
2019 $251,861 $208,447 $336,033 $43,414
2018 $235,920 $243,550 $295,384 $-7,630
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