NAMI NATIONAL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NAMI NATIONAL (EIN 43-1201653)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-06
- IRS object ID
- 201220979349300107
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-06T09:20:07-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582676261 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1 |
| City | Vienna | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431201653 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAMI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NAMI | NameControl |
| Phone | 7035247600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 North Fairfax Drive No 100 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peggy Stedman | Name |
| Title | Chief Financial Officer | Title |
| Phone | 7035247600 | Phone |
| Date Signed | 2012-04-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Darrin S Rogers CPA | Name |
| PTIN | P00618433 | PTIN |
| Phone | 7038930300 | Phone |
| Date Prepared | 2012-04-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael Fitzpatrick | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 North Fairfax Drive No 100 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11442083 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.nami.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | Dedicated to improving the lives of persons and their families living with serious mental illness. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 92 | TotalNbrEmployees |
| Total Nbr Volunteers | 726 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7142990 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8004972 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1889540 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2069233 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 117587 | InvestmentIncomePriorYear |
| Investment Income Current Year | 160485 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 271249 | OtherRevenuePriorYear |
| Other Revenue Current Year | 200950 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9421366 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10435640 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 336547 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 69583 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6166663 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6329455 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1191279 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4395831 | OtherExpensePriorYear |
| Other Expenses Current Year | 3730642 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10899041 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10129680 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1477675 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 305960 | RevenuesLessExpensesCY |
| Total Assets BOY | 9904946 | TotalAssetsBOY |
| Total Assets EOY | 10239488 | TotalAssetsEOY |
| Total Liabilities BOY | 2266243 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2259178 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7638703 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7980310 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Through support, education, advocacy, and research, NAMI serves the nation and our communities by empowering consumers and families to confront the profound injustices brought by serious mental illness. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4845915 | Expense |
| Grants | 57583 | Grants |
| Revenue | 2579854 | Revenue |
| Description | Program and Membership Support: NAMI program services provide awareness. NAMI's array of support and public education efforts are focused on educating America about mental illness, offering resources to those in need and insisting that mental illness become a top national priority. Mental Illness Awareness Week, National Minority Mental Health Month and NAMIWalks - the number one mental health awareness and fund-raising program in America - engage individuals in communities across the country. We continue to expand relationships and respond to requests with key leaders in all media outlets through which NAMI messages and priorities are driven. NAMI StigmaBusters' campaign advocates unite to fight inaccurate and harmful representations of mental illness in the media and public arena. NAMI is the authoritative source of information on mental illness for Americans and serves to drive a positive transformation of personal and public culture with print, radio and television impressions each year that carry messages of treatment and recovery; NAMI's website which receives over 7 million unique visitors annually and hosts 165 discussion groups; three national magazines, including one in Spanish and 35 specialty e-newsletters every quarter; NAMI FaithNet and Sharing Hope provide specific outreach to faith communities while an online Veterans Resource Center seeks to address the growing needs of veterans. NAMI Walks engages more than 100,000 participants who walk in 45 states to raise funds and change minds...one step at a time. NAMI's Information HelpLine responds to 55,000 requests annually. NAMI develops and distributes 200,000 brochures each year nationwide. For NAMI state organizations and local affiliates, the National office also serves as a clearinghouse and coordinator of state and local activities, ideas, and products - to provide resources and technical assistance when needed. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1297357 | Expense |
| Grants | 5000 | Grants |
| Revenue | 1093356 | Revenue |
| Description | Education, Training and Peer Support Programs: NAMI offers an array of peer education and training programs and services for consumers, family members, providers, and the general public. NAMI's education and support programs provide relevant information, valuable insight, and the opportunity to engage in support networks. These programs draw on the lived experience of mental health consumers and family members who have learned to live well with their illnesses and have been extensively trained to help others, as well as the expertise of mental heath professionals and educators.Family-to-Family is a free, 12-week course for families, partners and friends of individuals with serious mental illness taught by more than 3,500 trained NAMI family members and caregivers of individuals living with mental illness. The course equips families to understand and work effectively with their own emotional responses to the impact of mental illness in the family. Many family members describe their experience in the program as life-changing. NAMI Family Support Group Program is a free, monthly meeting of caregivers of individuals with a mental illness where family members can talk frankly about their challenges and help one another through their learned wisdom. These meetings are facilitated by trained NAMI members in affiliates across the country, and participants are encouraged to share actively in the work of the group.NAMI Basics is a free, six-week, peer-directed education program developed specifically for parents and other family caregivers of children and adolescents who have either been diagnosed with a serious mental illness/serious emotional disturbance or who are experiencing symptoms but have not yet been diagnosed.Peer-to-Peer is a free, 10-week, peer-led, recovery education course open to any person with a serious mental illness. Peer-to-Peer emphasizes recovery from mental illness as a feasible, supportable goal and challenges the stigma often wrongly associated with mental illness.NAMI Connection is a free, weekly, 90-minute recovery support group for people living with mental illness where people learn from one another's experiences, share coping strategies and offer mutual encouragement and understanding. The groups provide an ongoing opportunity to discuss the challenges of living with mental illness and the techniques for maintaining wellness. All groups are facilitated by peers living in recovery.In Our Own Voice is a unique public education presentation that offers insight into the hope and recovery possible for people living with mental illness. Trained individuals living with mental illness lead a brief, yet comprehensive and interactive, presentation about mental illness.The NAMI Provider Education Program offers 15 hours of in-service training to line staff at public mental health agencies, taught by a trained five member team of family members, individuals living with mental illness and a mental health provider who is either a family member or individual living with mental illness. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1698255 | Expense |
| Grants | 7000 | Grants |
| Revenue | 826456 | Revenue |
| Description | Policy/Advocacy: NAMI is recognized as the preeminent voice on Capitol Hill and in state houses across the country for the millions of Americans living with serious mental illness. NAMI advocates have fought for policy changes that raise the bar on mental illness care and promote treatment and research on par with other illnesses. NAMI's advocacy provides a unique voice for people who live with mental illness and their families in state and federal public and private-sector policies that facilitate research, end discrimination, reduce barriers to successful life in the community and promote timely, comprehensive and effective mental health services and supports. NAMI and grassroots leaders work steadily to influence critical national policy debates as they unfold. The NAMI Policy Team provides advocacy and resources for the NAMI Affiliate grassroots on a wide range of federal and state policy and legal issues impacting people living with serious mental illnesses and their families. Child and Adolescent Action Center works with families who have children and adolescents experiencing mental illnesses. The Multicultural Action Center works to bring education on mental illness and support to diverse and underserved communities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7841527 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 98 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 92 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035247600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 North Fairfax Drive No 100 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Kevin Sullivan | |||||||
| President | 15.00 | X | X | 0 | 0 | 0 | |
| Keris Jan Myrick | |||||||
| First Vice President | 10.00 | X | X | 0 | 0 | 0 | |
| Sheila Amdur | |||||||
| Second Vice President - Outgoing | 10.00 | X | X | 0 | 0 | 0 | |
| Henry Acosta | |||||||
| Second Vice President - Incoming | 10.00 | X | X | 0 | 0 | 0 | |
| Guyla Daley | |||||||
| Treasurer - Outgoing | 10.00 | X | X | 0 | 0 | 0 | |
| Ralph Nelson | |||||||
| Treasurer - Incoming | 10.00 | X | X | 0 | 0 | 0 | |
| Carol Caruso | |||||||
| Secretary - Outgoing | 10.00 | X | X | 0 | 0 | 0 | |
| Jim Payne | |||||||
| Secretary - Incoming | 10.00 | X | X | 0 | 0 | 0 | |
| Linda Jensen | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Clarice Raichel | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Ron Morton | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Moe Armstrong | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Lynda Cutrell | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Michael Weaver | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Clarence Jordan | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| David Lushbaugh | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Janet Edelman | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Marilyn Ricci | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Kim Bolado | |||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||
| Michael Fitzpatrick | |||||||
| Executive Director | 40.00 | X | 212671 | 0 | 21764 | ||
| Deborah Borton | |||||||
| Chief Operating Officer | 40.00 | X | 139874 | 0 | 6349 | ||
| Peggy Stedman | |||||||
| Chief Financial Officer | 40.00 | X | 127846 | 0 | 6468 | ||
| Ken Duckworth | |||||||
| Medical Director | 40.00 | 124044 | 0 | 6683 | X | ||
| Charles Harman | |||||||
| Director of External Relations | 40.00 | 136800 | 0 | 22340 | X | ||
| Katrina Gay | |||||||
| Director of Communications | 40.00 | 116682 | 0 | 21418 | X | ||
| Jean-Michel Texier | |||||||
| Chief Information Officer | 40.00 | 119113 | 0 | 13141 | X | ||
| Ronald Honberg | |||||||
| Director of Policy | 40.00 | 124044 | 0 | 16144 | X | ||
| Andrew Sperling | |||||||
| Director of Federal Policy | 40.00 | 131179 | 0 | 17445 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1232253 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 131752 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Century Direct | |||||
| 3000 47th Avenue 3rd Floor | Long Island City | NY | 11101 | Printing/Mail Service | 379246 |
| Hilton Chicago | |||||
| 720 South Michigan Avenue | Chicago | IL | 60605 | Hotel/Meeting | 210847 |
| Royle Printing | |||||
| 745 S Bird Street | Sun Prairie | WI | 53590 | Printing | 130064 |
| St Louis Airport Hilton | |||||
| 1330 Natural Bridge Road | St Louis | MO | 63134 | Hotel/Meeting | 121055 |
| Avectra | |||||
| 7901 Jones Branch Drive | McLean | VA | 22102 | Software Developer | 117665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 127408 | FederatedCampaigns |
| Membership Dues | 309906 | MembershipDues |
| All Other Contributions | 7567658 | AllOtherContributions |
| Noncash Contributions | 87383 | NoncashContributions |
| Total Contributions | 8004972 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Walks | 900099 | 875983 | 875983 |
| Contracts | 900099 | 767505 | 767505 |
| Registrations | 900099 | 425745 | 425745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2069233 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 127800 | TotalRevenueColumn |
| Exclusion | $127,800 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 996943 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 964258 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32685 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32685 | TotalRevenueColumn |
| Exclusion | $32,685 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 205529 | GrossSalesOfInventory |
| Cost Of Goods Sold | 42185 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163344 | TotalRevenueColumn |
| Related Or Exempt Function Income | 163344 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 37606 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37606 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 37606 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10435640 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2270183 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $160,485 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41500 | Total |
| Program Services | 41500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28083 | Total |
| Program Services | 28083 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514972 | Total |
| Program Services | 204952 | ProgramServices |
| Management And General | 274855 | ManagementAndGeneral |
| Fundraising | 35165 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4719719 | Total |
| Program Services | 3694816 | ProgramServices |
| Management And General | 536181 | ManagementAndGeneral |
| Fundraising | 488722 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189523 | Total |
| Program Services | 146184 | ProgramServices |
| Management And General | 27511 | ManagementAndGeneral |
| Fundraising | 15828 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512881 | Total |
| Program Services | 387397 | ProgramServices |
| Management And General | 85842 | ManagementAndGeneral |
| Fundraising | 39642 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392360 | Total |
| Program Services | 289035 | ProgramServices |
| Management And General | 65440 | ManagementAndGeneral |
| Fundraising | 37885 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30721 | Total |
| Program Services | 11348 | ProgramServices |
| Management And General | 19373 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29020 | Total |
| Management And General | 29020 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24526 | Total |
| Management And General | 24526 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329980 | Total |
| Program Services | 262286 | ProgramServices |
| Management And General | 23124 | ManagementAndGeneral |
| Fundraising | 44570 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1162267 | Total |
| Program Services | 813021 | ProgramServices |
| Management And General | 81215 | ManagementAndGeneral |
| Fundraising | 268031 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232273 | Total |
| Program Services | 109269 | ProgramServices |
| Management And General | 108628 | ManagementAndGeneral |
| Fundraising | 14376 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662701 | Total |
| Program Services | 592 | ProgramServices |
| Management And General | 662084 | ManagementAndGeneral |
| Fundraising | 25 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442759 | Total |
| Program Services | 389849 | ProgramServices |
| Management And General | 3525 | ManagementAndGeneral |
| Fundraising | 49385 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333355 | Total |
| Program Services | 314706 | ProgramServices |
| Management And General | 2309 | ManagementAndGeneral |
| Fundraising | 16340 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178700 | Total |
| Management And General | 178700 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51901 | Total |
| Program Services | 13745 | ProgramServices |
| Management And General | 38156 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Taxes and Fees | 110645 | 15507 | 94644 | 494 |
| Misc. and OH Alloc. | 62246 | 1069618 | -1165227 | 157855 |
| Dues and subscriptions | 61871 | 31942 | 6968 | 22961 |
| Temporary Labor | 17677 | 17677 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10129680 | Total |
| Program Services | 7841527 | ProgramServices |
| Management And General | 1096874 | ManagementAndGeneral |
| Fundraising | 1191279 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2085871 | BOY |
| EOY | 2465158 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 680698 | BOY |
| EOY | 815562 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700000 | BOY |
| EOY | 76797 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404011 | BOY |
| EOY | 1063156 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92260 | BOY |
| EOY | 57549 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253454 | BOY |
| EOY | 276144 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1966343 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1031871 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 850989 | BOY |
| EOY | 934472 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4786008 | BOY |
| EOY | 4501230 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4755 | BOY |
| EOY | 2520 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46900 | BOY |
| EOY | 46900 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9904946 | BOY |
| EOY | 10239488 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 972176 | BOY |
| EOY | 1089901 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256381 | BOY |
| EOY | 135978 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1037686 | BOY |
| EOY | 1033299 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2266243 | BOY |
| EOY | 2259178 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4440434 | BOY |
| EOY | 4629555 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2658106 | BOY |
| EOY | 2805992 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 540163 | BOY |
| EOY | 544763 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7638703 | BOY |
| EOY | 7980310 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9904946 | BOY |
| EOY | 10239488 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 305960 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 35647 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11073154 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10996723 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9624666 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7142990 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8004972 | CurrentTaxYear |
| Total | 46842505 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11073154 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10996723 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9624666 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7142990 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8004972 | CurrentTaxYear |
| Total | 46842505 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13952575 | AmountsSubstContributorsTotal |
| Public Support Total170 | 32889930 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 975607 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 350423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 277316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127800 | CurrentTaxYear |
| Total | 1841914 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 72710 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51406 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69537 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44006 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37606 | CurrentTaxYear |
| Total | 275265 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 48959684 | TotalSupport |
| Gross Receipts From Admissions Etc | 10072648 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.67180 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61830 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 43441 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 43441 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10086239 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10129680 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 656484 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 164121 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 439953 | CurrentYearMinus3 |
| Current Year Minus2 | 778368 | CurrentYearMinus2 |
| Current Year Minus1 | 695673 | CurrentYearMinus1 |
| Current Year | 656484 | CurrentYear |
| Total | 2570478 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,855,717 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 20717 | CurrentYearMinus3 |
| Current Year Minus2 | 48963 | CurrentYearMinus2 |
| Current Year Minus1 | 41878 | CurrentYearMinus1 |
| Current Year | 43441 | CurrentYear |
| Total | 154999 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 109988 | CurrentYearMinus3 |
| Current Year Minus2 | 194592 | CurrentYearMinus2 |
| Current Year Minus1 | 173918 | CurrentYearMinus1 |
| Current Year | 164121 | CurrentYear |
| Total | 642619 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $963,929 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 584135 | BeginningOfYearBalance |
| Contributions | 4600 | Contributions |
| Investment Earnings Or Losses | 15602 | InvestmentEarningsOrLosses |
| Other Expenditures | 13893 | OtherExpenditures |
| End Of Year Balance | 590444 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 393545 | BeginningOfYearBalance |
| Contributions | 151867 | Contributions |
| Investment Earnings Or Losses | 50880 | InvestmentEarningsOrLosses |
| Other Expenditures | 12157 | OtherExpenditures |
| End Of Year Balance | 584135 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 325477 | BeginningOfYearBalance |
| Contributions | 35918 | Contributions |
| Investment Earnings Or Losses | 38572 | InvestmentEarningsOrLosses |
| Other Expenditures | 6422 | OtherExpenditures |
| End Of Year Balance | 393545 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 490750 | BeginningOfYearBalance |
| Contributions | 6900 | Contributions |
| Investment Earnings Or Losses | -168758 | InvestmentEarningsOrLosses |
| Other Expenditures | 3415 | OtherExpenditures |
| End Of Year Balance | 325477 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07740 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.92260 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 801794 | OtherCostOrOtherBasis |
| Depreciation | 179602 | Depreciation |
| Book Value | 622192 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1164549 | OtherCostOrOtherBasis |
| Depreciation | 852269 | Depreciation |
| Book Value | 312280 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 934472 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Charitable Gift Annunities | $265,903 |
| Deferred Rent and Lease Incentive | $767,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1033299 | TotalOfAmounts |
| Total Revenue | 10435640 | TotalRevenue |
| Total Expenses | 10129680 | TotalExpenses |
| Excess Or Deficit For Year | 305960 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 35647 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 35647 | TotalAdjustments |
| Excess Or Deficit Per FS | 341607 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10471287 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 35647 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 35647 | RevenueNotRptdF990 |
| Revenue Subtotal | 10435640 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10435640 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10129680 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10129680 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10129680 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Funding for the payment of obligations and mission-related expenses, administrative expenses and the growth of financial surplus while seeking to maintain the purchasing power of the endowment funds. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | Management evaluated the Organization's tax positions and concluded that the Organization's financial statements do not include any uncertain tax positions. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAMI Montgomery Co MD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 521150412 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 5000 | AmountOfCashGrant |
| Purpose Of Grant | Chapter grant | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Research awards | 1 | 25000 |
| Scholarship | 8 | 3083 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: NAMI monitors use of grant funds through review of financial and performance report of grantees. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Fitzpatrick | |||||||||||||
| 207404 | 0 | 5267 | 0 | 0 | 0 | 9191 | 0 | 12573 | 0 | 234435 | 0 | 0 | 0 |
| Charles Harman | |||||||||||||
| 136800 | 0 | 0 | 0 | 0 | 0 | 6680 | 0 | 15660 | 0 | 159140 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 78503 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 4 | There were some minor changes to NAMI's Bylaws in 2011. It was reviewed by attorney for compliance to Missouri laws and approved by the Board. | |
| Form 990, Part VI, Section A, line 6 | NAMI is a member organization. NAMI membership takes three forms: (1) individual members, who belong to local affiliates and whose enrollment determines their respective affiliate's voting power, (2) affiliates, the local NAMI presence and major voting unit within the organization, and (3) state organizations, which each have a vote and serve to support and coordinate the affiliates within their respective states. The affiliates and state organizations vote to elect the NAMI national board of directors and to amend the NAMI bylaws. | |
| Form 990, Part VI, Section A, line 7a | The annual meeting of the members of NAMI shall be held in the summer unless otherwise directed by the Board of Directors, on such dates and at such place as the Board of Directors shall designate. Voting members representing 20% of the voting power of the membership shall constitute a quorum at any meeting of the members. Voting members shall designate delegates to vote at the annual meeting. Voting members may be represented by written proxy. The delegates shall act by majority vote at any meeting of the voting members at which a quorum is present, except as may be specifically provided to the contrary elsewhere in the Bylaws. Voting may be conducted by absentee ballot, or onsite. All affiliates and state organizations in good standing are eligible to vote. Those delegates whose affiliate or state organization is in good standing but who did not meet the credentialing deadlines may seek to vote on site. Every effort will be made to make this possible, assuming verification of the individual's role and identity can be confirmed. | |
| Form 990, Part VI, Section B, line 11 | The entire board receives a copy of the return and meets to review, discuss and approve the return for filing. | |
| Form 990, Part VI, Section B, line 12c | Any employee of NAMI who believes they may have a conflict of interest must indicate those conflicts in writing and send them to the Executive Director's confidential attention for resolution. The NAMI board monitors potential conflicts of interest by requiring an annual disclosure statement from each member which must be reviewed and updated quarterly, based on updated vendor and donor information, prior to each board meeting. Board members discuss their disclosures quarterly and determine what recusal or other action may be appropriate and under what circumstances. This process is codified in the board's operating policies and procedures manual. | |
| Form 990, Part VI, Section B, line 15 | The salary for the Executive Director is determined and approved by the Board of Directors. Salary decisions for all employees are made using comparability data for similar positions in comparable organizations. | |
| Form 990, Part VI, Section C, line 18 | NAMI makes its Form 1023 available upon request. NAMI makes available a public disclosure copy of its Federal Form 990 on its website and upon request. | |
| Form 990, Part VI, Section C, line 19 | NAMI makes its governing documents, conflict of interest policy, strategic plan and audited financial statements available for view online. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 35,647. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XI, Line 2c | NAMI's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process is consistent with previous years. |