Nami Monterey County (EIN 770077138) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

Joe Livernois

Phone

8314226264

Tax Period

2023-09-01 to 2024-08-31

Nami Monterey County, founded in 1984, is a small nonprofit that reported $451K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $82K, a strong 18% operating margin.

Mission

Community outreach and advocacy, education courses Peer to Peer (English/Spanish), Family to Family (English/Spanish), Provider Education, support groups, reduction of stigma, access to resources, support and education for families, volunteer training.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $438,085

Program Service Revenue $653

Investment Income $12,520

Other Revenue $0

TOTAL REVENUE $451,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $253,381

Fundraising Expenses $0

Program Expenses $220,390

Other Expenses $115,876

TOTAL EXPENSES $369,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$451,258	$335,418	+0.3%
Expenses	$369,257	$228,987	+0.6%
Net Income	$82,001	$106,431	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$21,768

Total Directors

$21,768

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeanette Camacho	Treasurer	2.00	Officer Director	$21,768	$0	$21,768
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
Janet Martinez	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
Rosa Gonzalez Rivas	Director	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
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

Nami Monterey County