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Nonprofiteer
← NAMI SAN DIEGO

Form 990 for tax year 2023

Filed by NAMI SAN DIEGO.

Totals

Total revenue
$15,075,187
Total expenses
$14,430,030
Contributions and grants received
$11,942,464
Grants paid
$0
Program service revenue
$3,129,516
Investment income
$10,261
Other revenue
-$7,054
Total assets, end of year
$7,806,724
Total liabilities, end of year
$3,865,903
Net assets or fund balances, end of year
$3,940,821
Program services expenses (Part IX)
$12,633,628
Management and general expenses
$1,509,543
Fundraising expenses
$286,859
Program service expenses (Part III)
$12,633,628

Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $272,249

  • 1e · Government grants (contributions)

    $9,330,155

  • 1f · All other contributions, gifts and grants

    $2,340,060

  • 2a · Program service revenue: ERTC

    total $179,629 · related or exempt $179,629

  • 2b · Program service revenue: Fees & Contracts Gov Agencies

    total $2,945,948 · related or exempt $2,945,948

  • 2c · Program service revenue: OTHER PROGRAM REVENUE

    total $3,764 · related or exempt $3,764

  • 2d · Program service revenue: SOCIAL ENTERPRISE INCOME

    total $175 · related or exempt $175

  • 3 · Investment income

    total $12,304 · excluded $12,304

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $140,805

  • 6b · Less rental expenses

    real property $122,311

  • 6c · Rental income or loss

    real property $18,494

  • 6d · Net rental income or loss

    total $18,494 · related or exempt $18,494

  • 7b · Less cost or other basis and sales expenses

    other assets $2,043

  • 7c · Gain or loss

    other assets -$2,043

  • 7d · Net gain or loss

    total -$2,043 · excluded -$2,043

  • 8a · Fundraising events: gross income

    $12,480

  • 8a · Fundraising events: contributions included on line 1c

    $272,249

  • 8b · Fundraising events: direct expenses

    $38,028

  • 8c · Net income from fundraising events

    total -$25,548 · excluded -$25,548

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $526,598 · program services $123,815 · management and general $258,002 · fundraising $144,781

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,046,205 · program services $5,228,828 · management and general $770,582 · fundraising $46,795

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $487,332 · program services $402,734 · management and general $70,103 · fundraising $14,495

  • 10 · Payroll taxes

    total $537,991 · program services $442,400 · management and general $81,684 · fundraising $13,907

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $111,139 · program services $36,721 · management and general $69,385 · fundraising $5,033

  • 12 · Advertising and promotion

    total $54,150 · program services $51,237 · management and general $2,595 · fundraising $318

  • 13 · Office expenses

    total $93,309 · program services $87,633 · management and general $5,548 · fundraising $128

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,282,755 · program services $1,138,166 · management and general $124,557 · fundraising $20,032

  • 17 · Travel

    total $184,494 · program services $180,210 · management and general $4,141 · fundraising $143

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $12,715 · management and general $12,715

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $19,520 · program services $18,353 · management and general $1,167

  • 23 · Insurance

    total $65,015 · program services $54,890 · management and general $8,522 · fundraising $1,603

  • 24a · Other expenses: PROGRAM POOLS

    total $2,515,713 · program services $2,515,713

  • 24b · Other expenses: PROGRAM CONTRACTORS

    total $877,077 · program services $877,077

  • 24c · Other expenses: PROGRAM SERVICES

    total $680,698 · program services $657,649 · management and general $10,831 · fundraising $12,218

  • 24d · Other expenses: EQUIPMENT & MAINTENANCE

    total $644,444 · program services $582,175 · management and general $52,540 · fundraising $9,729

  • 24e · All other expenses

    total $290,875 · program services $236,027 · management and general $37,171 · fundraising $17,677

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $733,225 · end of year $245,282

  • 2 · Savings and temporary cash investments

    beginning of year $462,579 · end of year $287,886

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $2,001,696 · end of year $3,482,111

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $208,660 · end of year $248,441

  • 10a · Land, buildings and equipment: cost or other basis

    $1,359,800

  • 10b · Land, buildings and equipment: accumulated depreciation

    $37,393

  • 10c · Land, buildings and equipment, net

    beginning of year $1,174,170 · end of year $1,322,407

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $620,468 · end of year $2,220,597

  • 17 · Accounts payable and accrued expenses

    beginning of year $727,985 · end of year $761,951

  • 19 · Deferred revenue

    beginning of year $421,386 · end of year $343,070

  • 24 · Unsecured notes and loans payable

    end of year $287,834

  • 25 · Other liabilities

    beginning of year $755,763 · end of year $2,473,048

  • 27 · Net assets without donor restrictions

    beginning of year $3,123,206 · end of year $3,623,134

  • 28 · Net assets with donor restrictions

    beginning of year $172,458 · end of year $317,687

Mission and programs · 2023

Mission

NAMI San Diego (National Alliance on Mental Illness) was formed in February 1978. NAMI San Diegos mission is to support, educate, and advocate for individuals impacted by mental illness in San Diego and Imperial Counties. NAMI San Diego has a threefold mission:* Support people with mental illnesses and their families by helping them find coping mechanisms for their daily struggle with brain disorders.* Educate people who have mental illness, their families, and the general public about mental illness with the goal of dispelling ignorance and stigma.* Advocate for more research and an improved system of mental health services across the nation.At the heart of NAMI San Diegos mission is the sharing of information and striving to end the stigma associated with mental illness. To this end, they offer a Helpline, support groups, educational meetings, newsletters, a lending library and a number of classes on mental illness held at various locations throughout San Diego County.NAMI San Diego

Activities or mission (Part I)

support, educate, and advocate for individuals impacted by mental illness in San Diego and Imperial Counties.

  • NAMI San Diego has the following programs:NAMI San Diego AppsoscER - Your organized support companion before, during, and after a mental health crisis for individuals 18+. Provides information about navigating substance use and co-occurring disorders in San Diego County. oscER Jr - Your guide and support companion in a mental health crisis for individuals under 18.alfrEDU - A guide for navigating the special education system (IEP and 504 plans) and resources within California. https://namisandiego.org/oscer/Call Us:NAMI San Diego Helpline A non-crisis phone service. Provides education, information, and referrals to build callers ability to obtain services in San Diego County and cope with life situations. Call (619) 543-1434; [email protected] San Diego Warmline A non-crisis phone line that provides callers with information, referrals, support, and empathy. NAMI San Diego Warmline operates 7 days per week, except major holidays. Call (619) 295-1055. Operating hours 3:30 p.m. to 11:00 p.m.CalHOPE Our crisis counselors are available to support you when you experience a stressful event, a tragedy, natural disaster, human-caused disasters, or any other life stressors. Our services are free and confidential. Call (833) 842-4673. Operating hours M-F 8:00 a.m. to 4:00 p.m. (Program Closes December 31, 2023) Clubhouses (4 locations in San Diego County)Connection to Community Clubhouse (Downtown San Diego). The Clubhouse offers members living with mental illness and experiencing homelessness opportunities for friendship, employment, housing placement, education and access to other services including medical and psychiatric services in at the site. [email protected] Plaza Clubhouse (Chula Vista), Casa Del Centro (Central San Diego), Corner Clubhouse East (El Cajon). Member-driven programs for individuals living with serious mental illness (SMI) and/or co-occurring disorders. The mental health clubhouses serve the community by providing support through SSI advocacy, employment assistance, nutritional education, peer support services, case management and an opportunity to contribute to the growth of a community where members can feel safe.HousingIndependent Living Homes (San Diego and Vista). We offer two living independently homes for those with mental illness in need of affordable housing. Now accepting applications: Call 619-407-8410.TrainingsSmarts Advocacy Training and advocacy opportunities for people involved with the County of San Diego Behavioral Health Services. Sten Walker [email protected] Youth California A school-based training program addressing substance use disorder by providing youth leadership development and activism for youth of color & LGBTQ youth. https://elevateyouthca.org/about To schedule Khalif Kelly [email protected] Support Specialist Medi-Cal Peer Support Specialist Certification (PSSC) Training is an online, 80-hour state training offered through NAMI San Diego and Imperial Counties in partnership with NAMI California and approved by CalMHSA, meeting the training requirements for peer certification in California. [email protected] Family-to-Family An evidence-based Education Course for Families and Friends of individuals who experience mental illness. Please see website or email to register for courses. https://namisandiego.org/calendar/NAMI Basics covers the impact mental health conditions can have on your entire family as well as education, support, and advocacy information for you and your child (22 years and younger) through a six-week course. https://namisandiego.org/event-registration/?ee=20347Support GroupsNAMI Connection Recovery Support Groups Peer-led support groups for any adult who has experienced symptoms of mental illness available online: https://namisandiego.org/calendar/ Support Groups (Continued)NAMI Family Support Groups Peer-led support groups for any adult with a loved one who has experienced symptoms of a mental health condition. https://namisandiego.org/calendar/PresentationsNAMI In Our Own Voice Inspiring stories of recovery from mental health and substance use challenges. Provided online and in person in community settings. To schedule: [email protected] LINKS Imperial Valley Provides enhanced peer support and alcohol and other drug counseling services. Mario Rios [email protected] Peer LINKS San Diego for individuals who need help connecting to behavioral health treatment (mental health and/or substance use), resources or rebuilding their support network. We also coordinate care and offer help with obtaining benefits. https://namisandiego.org/services/peer-links/Next Steps This team provides clients and family members who visit the county Emergency Psychiatric Units and designated mental health clinics with onsite support. Melissa Peters [email protected] learn about NAMI programs in detail, please visit www.namisandiego.org Phone (858) 634 6580 E-mail: [email protected]

    Expenses $12,633,628 · Revenue $3,129,516

As filed on the 2023 return.

Listed in Part VII

  • Cathryn Nacario

    CEO

    Total calculated
    $179,832
    From this org
    $171,931
    From related orgs
    $0
    Other
    $7,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,931
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $7,901
    Filer's total
    $179,832

  • Janine Bol

    CFO

    Total calculated
    $141,380
    From this org
    $129,787
    From related orgs
    $0
    Other
    $11,593
    Hours/week
    40

  • Susan Skube

    COO

    Total calculated
    $138,484
    From this org
    $126,891
    From related orgs
    $0
    Other
    $11,593
    Hours/week
    40

  • Curtis Ochocki

    CDO

    Total calculated
    $108,751
    From this org
    $99,720
    From related orgs
    $0
    Other
    $9,031
    Hours/week
    40

  • Verna Grant

    DEPT DIRECTOR

    Total calculated
    $108,459
    From this org
    $100,192
    From related orgs
    $0
    Other
    $8,267
    Hours/week
    40

  • Erica Salcuni

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Gering

    Director

    Total calculated
    $0
    Hours/week
    1

  • Woody Woodaman

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Faiza Warsame

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Ricardo Soto

    Director

    Total calculated
    $0
    Hours/week
    1

  • Aaron Carr

    Treasurer

    Total calculated
    $0
    Hours/week
    1.5

  • Kathleen Lang

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Pamela Nichols

    President

    Total calculated
    $0
    Hours/week
    1.5

  • H Scott Kane

    Director

    Total calculated
    $0
    Hours/week
    1

  • Yuliana Gallegos-Rodriguez PhD

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Matthew Dix

    Director

    Total calculated
    $0
    Hours/week
    1

  • George Scolari

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349308845

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