NAMI San Mateo County

EIN: 942650681 501(c)(3)

San Mateo, CA

Total Revenue
$901,400
Total Expenses
$946,101
Total Assets
$567,861
Net Assets
$555,149
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
CA
Principal Officer
Robert Taylor
Phone
6506380800
Tax Period
2023-01-01 to 2023-12-31

NAMI San Mateo County, founded in 1974, is a small nonprofit that reported $901K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

Dedicated to improving the quality of life for people with mental illness and their families through support, education, and advocacy.

Program Service Accomplishments

Program 1
Expenses: $752,159

During 2023, the Organization provided social and emoational support to community members through the following programs:NAMI Basics: The NAMI Basics Program is a free, 6-week course designed for...

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During 2023, the Organization provided social and emoational support to community members through the following programs:NAMI Basics: The NAMI Basics Program is a free, 6-week course designed for parents and other primary caregivers of children and adolescents experiencing emotional and behavioral difficulties. It is not necessary that the child has received a specific diagnosis. Caregivers who suspect their child is experiencing symptoms of mental illness can benefit greatly from the course as they begin to navigate the evaluation and treatment process. NAMI Peer-to-Peer: Peer-to-Peer is a unique, experiential learning program for people with any serious mental illness who are interested in establishing and maintaining their wellness and recovery. NAMI Family-to-Family: The NAMI Family-to-Family Educa&on Program is a free, 9-week course for family caregivers of individuals with severe mental illnesses. The course is taught by trained family members in English and Spanish. All instruction and course materials are free to class participants.NAMI Ending the Silence: NAMI Ending the Silence is a interactive presentation that includes a young adult living with mental illness who shares their journey of recovery. Teens will have the opportunity to ask questions and gain understanding of an often misunderstood topic. Through dialogue, we can help grow the movement to end stigma.NAMI In Our Own Voice: In Our Own Voice (IOOV) is a unique public education program developed by NAMI, in which two trained individual speakers share compelling personal stories about living with mental illness and achieving recovery. IOOV is an opportunity for those who have struggled with mental illness to gain confidence and to share their individual experiences of recovery and transformation. IOOV presenta&ons are given to hospital psychiatric inpatient units, business and consumer groups, students, law enforcement officials, educators, providers, faith community members, politicians, professionals, inmates, and interested civic groups.NAMI Peer Pals: The Peer PALS program, developed by NAMI Santa Clara County, matches PALS, or mentors, with individuals who can use the support of someone who has "been there." Because PALS share the experience of mental illness in common with their peers, they are in a unique position to relate with and understand their peer's experience. PALS helps individuals who are isolated with little or no contact with persons outside their home and helps empower them to develop the tools, strategies and techniques to aid their recovery. NAMI Crisis Intervantion Training: The Crisis Interven&on Training (CIT) Program is a mandatory program designed to help law enforcement deal with people with mental illness in our community. This is a collabora&ve effort with the San Mateo County Sheriff's Department, Behavioral Health and Recovery Services and NAMI San Mateo County. The Organization also continues to operate a Warmline staffed by volunteers.

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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 (2023)

Revenue Breakdown

Contributions & Grants $900,315
Program Service Revenue $0
Investment Income $447
Other Revenue $638
TOTAL REVENUE $901,400

Expense Breakdown

Grants Paid $0
Salaries & Benefits $597,849
Fundraising Expenses $99,874
Program Expenses $752,159
Other Expenses $348,252
TOTAL EXPENSES $946,101

Year-over-Year Comparison

2023 2022 Change
Revenue $901,400 $660,891 +0.4%
Expenses $946,101 $494,390 +0.9%
Net Income $-44,701 $166,501 -1.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
N/A

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
6
$159,727
Total Directors
7
$18,855
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kim Gariepy Treasurer 4.00
Officer Director
$0 $0 $0
Kate Phillips Director 4.00
Officer Director
$0 $0 $0
John Butler Secretary 4.00
Officer Director
$4,855 $0 $4,855
Chris Rasmussen President 4.00
Director
$0 $0 $0
Dr Jennifer Harrison Director 2.00
Director
$14,000 $0 $14,000
Yoko Ng Director 2.00
Director
$0 $0 $0
Bianca Coleman Vice President 4.00
Officer Director
$0 $0 $0
Leslie Davis Interim Exec. Dir. 50.00
Officer
$50,622 $0 $50,622
Robert Taylor Executive Director 50.00
Officer
$93,626 $10,624 $104,250
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 No data No data No data No data
2023 $901,400 $946,101 $567,861 $-44,701
2023 $901,400 $946,101 $567,861 $-44,701
2022 $660,891 $494,390 $665,002 $166,501
2021 $298,507 $288,091 $460,298 $10,416
2020 $539,531 $459,775 $433,595 $79,756
2019 $355,480 $324,145 $346,372 $31,335
2018 $279,819 $259,452 $311,842 $20,367
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