NATIONAL ASSN OF STATE MENTL HEALTH PROG DIRECTORS RESEARCH INSTIT INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSN OF STATE MENTL HEALTH PROG DIRECTORS RESEARCH INSTIT INC (EIN 54-1448142)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202402289349302880
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T14:17:20-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6116 EXECUTIVE BLVD STE 600 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541448142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF STATE MENTAL | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH PROGRAM DIRECTORS RESEARCH INSTIT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7037388160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3141 FAIRVIEW PARK DRIVE 650 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY R KNETTLER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7037388160 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BREE-ANN WEIDNER | PreparerPersonNm |
| PTIN | P01319397 | PTIN |
| Phone | 3015899000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY R KNETTLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3141 FAIRVIEW PARK DRIVE 650 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,219,545 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NRI-INC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | NRI PRODUCTS AND SERVICES SUPPORT AND ENABLE ACTIONS THAT IMPROVE MENTAL HEALTH AND WELLNESS. NRI PURSUES ITS MISSION ACCORDING TO THE FOLLOWING CORE VALUES: - LACK OF BIAS- LIFE-ENHANCING VALUE- INSIGHT | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,500,630 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,545,120 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,747,856 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,612,516 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,303 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,853 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $56 | CYOtherRevenueAmt |
| PY Total Revenue | $3,267,789 | PYTotalRevenueAmt |
| CY Total Revenue | $3,219,545 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,998,337 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,122,942 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $782,911 | PYOtherExpensesAmt |
| CY Other Expenses | $883,857 | CYOtherExpensesAmt |
| PY Total Expenses | $2,781,248 | PYTotalExpensesAmt |
| CY Total Expenses | $3,006,799 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $486,541 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $212,746 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,169,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,748,112 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,900,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,229,499 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,268,797 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,518,613 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ASCERTAIN, DEVELOP, AND DISTRIBUTE INFORMATION, DATA, STATISTICS, PERFORMANCE MEASURES, AND KNOWLEDGE ABOUT PUBLIC AND PRIVATE MENTAL HEALTH SERVICE DELIVERY SYSTEMS FOR THE EDUCATION OF THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,311,660 | ExpenseAmt |
| Revenue | $1,358,443 | RevenueAmt |
| Desc | THE PERFORMANCE QUALITY IMPROVEMENT (PQI) PROGRAMSEE SCHEDULE O FOR COMPLETE DESCRIPTION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $543,893 | ExpenseAmt |
| Desc | TRANSFORMATION TRANSFER INITIATIVE ("TTI")SEE SCHEDULE O FOR COMPLETE DESCRIPTION | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $246,921 | ExpenseAmt |
| Desc | STATE PROGRAM IMPROVEMENT TECHNICAL ASSISTANCE PROGRAMSEE SCHEDULE O FOR COMPLETE DESCRIPTION | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $855,803 | ExpenseAmt |
| Revenue | $254,073 | RevenueAmt |
| Desc | A) THROUGH OUR STATE PROFILING SYSTEM, NRI TRACKS STATE MENTAL HEALTH AGENCY HIGH PRIORITY ISSUES IDENTIFIED BY STATE BEHAVIORAL HEALTH AGENCY LEADERS. DATING BACK TO 1996, OUR STATE PROFILING SYSTEM DATABASE PROVIDES DETAILED DESCRIPTIONS ABOUT EACH STATE MENTAL HEALTH AGENCY'S ORGANIZATION AND STRUCTURE, SERVICE SYSTEMS, ELIGIBLE POPULATIONS, EMERGING POLICY ISSUES, INFORMATION ABOUT THE CLIENTS SERVED BY PUBLIC SYSTEMS, FINANCING OF PUBLIC SERVICES, STATE USE OF TECHNOLOGY AND INFORMATION MANAGEMENT SYSTEMS, AND ADDITIONAL SPECIAL TOPICAL AREAS IDENTIFIED BY STATE LEADERS.B) TECHNICAL ASSISTANCE COALITION. THE PURPOSE OF THIS SUBCONTRACT ISSUED THROUGH THE NATIONAL ASSOCIATION OF STATE MENTAL HEALTH PROGRAM DIRECTORS IS TO USE VARIOUS REPORTS AND DATA TO ASSIST THE SAMHSA IN IMPLEMENTING THEIR STRATEGIC INITIATIVES AND IMPLEMENTATION OF HEALTH REFORM.C) EARLY PSYCHOSIS INTERVENTION NETWORK (EPINET). AS SUBCONTRACTOR TO WESTAT, THE INSTITUTE CO-LEADS AIM S OF THE ENDCC PROJECT: MEASURE CURATION AND HARMONIZATION.D) AS A SUBCONTRACTOR TO WESTAT, NRI SERVES ON THE CFRI ADVISORY GROUP. NRI PRODUCES QUANTITATIVE AND QUALITATIVE ANALYTICAL REPORTS AS REQUESTED BY SAMHSA.E) AS A SUBCONTRACTOR TO THE AMERICAN PSYCHIATRIC ASSOCIATION, NRI ASSISTS WITH THE DISSEMINATION OF EVIDENCE-BASED PRACTICES AND PROVIDES SUBJECT MATTER EXPERTISE REGARDING NATIONAL MOVEMENTS, FUNDING, AND IMPLEMENTATION TO IMPROVE CARE FOR THOSE WITH SMI (SERIOUS MENTAL ILLNESS). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $855,803 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $254,073 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,958,277 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANU GARG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037388186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3141 FAIRVIEW PARK DRIVE 650 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LYNDA ZELLER | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID SHERN | ||||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA CLEMENTS | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENA STONER | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANN SULLIVAN | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY MORRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE WOODARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERI DAWSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY FITZGERALD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON MANDERSCHEID | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH PARKS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN ROGERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT SALO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE WARBURTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BAZRON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY KNETTLER | ||||||||
| CEO | 40.00 | Yes (X) | $260,954 | $0 | $16,548 | |||
| ANU GARG | ||||||||
| CONTROLLER | 40.00 | Yes (X) | $109,329 | $0 | $3,643 | |||
| THEODORE LUTTERMAN | ||||||||
| SENIOR DIRECTOR OF FEDERAL PROGRAMS | 40.00 | $181,399 | $0 | $11,249 | Yes (X) | |||
| GLORIMAR ORTIZ | ||||||||
| SENIOR DIRECTOR | 40.00 | $133,804 | $0 | $12,543 | Yes (X) | |||
| JENNIFER BRONSON | ||||||||
| SENIOR DIRECTOR (1/1-11/18/22) | 40.00 | $123,984 | $0 | $4,457 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $809,470 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,440 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NTIVA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 WESTPARK DRIVE SUITE A100 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT SERVICES | ServicesDesc |
| Compensation | $110,715 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,493,262 | GovernmentGrantsAmt |
| All Other Contributions | $51,858 | AllOtherContributionsAmt |
| Total Contributions | $1,545,120 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BHPMS REVENUE | 900099 | $1,358,443 | $1,358,443 |
| RESEARCH CONTRACT FEES | 900099 | $254,073 | $254,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,612,516 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,853 | TotalRevenueColumnAmt |
| Exclusion | $61,853 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $56 | TotalRevenueColumnAmt |
| Exclusion | $56 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,219,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,612,516 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,231 | TotalAmt |
| Program Services | $256,679 | ProgramServicesAmt |
| Management And General | $282,552 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,166 | TotalAmt |
| Program Services | $978,034 | ProgramServicesAmt |
| Management And General | $41,132 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,880 | TotalAmt |
| Program Services | $50,531 | ProgramServicesAmt |
| Management And General | $1,349 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,150 | TotalAmt |
| Program Services | $322,721 | ProgramServicesAmt |
| Management And General | $58,429 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,515 | TotalAmt |
| Program Services | $106,191 | ProgramServicesAmt |
| Management And General | $25,324 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,912 | TotalAmt |
| Management And General | $70,912 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,593 | TotalAmt |
| Management And General | $7,593 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,001 | TotalAmt |
| Program Services | $240,365 | ProgramServicesAmt |
| Management And General | $144,636 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,242 | TotalAmt |
| Program Services | $34,836 | ProgramServicesAmt |
| Management And General | $29,406 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,930 | TotalAmt |
| Management And General | $168,930 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,211 | TotalAmt |
| Program Services | $33,211 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,180 | TotalAmt |
| Program Services | $3,180 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,669 | TotalAmt |
| Management And General | $8,669 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,571 | TotalAmt |
| Management And General | $13,571 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| UNALLOWED DIRECT COSTS | $41,288 | $41,288 | |
| COMMUNICATIONS | $40,843 | $36,259 | $4,584 |
| BOARD EXPENSES | $28,172 | $28,172 | |
| MAINTENANCE/REPAIRS | $18,245 | $18,245 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Program Services | $927,945 | ProgramServicesAmt |
| Management And General | -$927,945 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,006,799 | TotalAmt |
| Program Services | $2,958,277 | ProgramServicesAmt |
| Management And General | $48,522 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,149,874 | BOYAmt |
| EOY | $1,247,338 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,539 | BOYAmt |
| EOY | $2,542 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,613 | BOYAmt |
| EOY | $990,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,364 | BOYAmt |
| EOY | $24,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $417,155 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $411,539 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,285 | BOYAmt |
| EOY | $5,616 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,209,656 | BOYAmt |
| EOY | $2,179,404 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,290 | BOYAmt |
| EOY | $297,668 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,169,621 | BOYAmt |
| EOY | $4,748,112 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,032 | BOYAmt |
| EOY | $456,927 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450,403 | BOYAmt |
| EOY | $1,455,309 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,389 | BOYAmt |
| EOY | $317,263 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,900,824 | BOYAmt |
| EOY | $2,229,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,268,797 | BOYAmt |
| EOY | $2,518,613 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,268,797 | BOYAmt |
| EOY | $2,518,613 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,169,621 | BOYAmt |
| EOY | $4,748,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $212,746 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,067 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,157,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $495,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,214,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,500,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,545,120 | CurrentTaxYearAmt |
| Total | $5,913,331 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,157,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $495,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,214,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,500,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,545,120 | CurrentTaxYearAmt |
| Total | $5,913,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,022,250 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,891,081 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,853 | CurrentTaxYearAmt |
| Total | $166,373 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $56 | CurrentTaxYearAmt |
| Total | $56 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,079,760 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,901,238 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2022 AMOUNT: $ 56. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,283 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,540 | DepreciationAmt |
| Book Value | $1,743 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,168 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,771 | DepreciationAmt |
| Book Value | $2,397 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $277,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $276,228 | DepreciationAmt |
| Book Value | $1,476 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,616 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $13,290 |
| RIGHT-OF-USE-OPERATING | $284,146 |
| COUNTRYWIDE HOME LOAN | $232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $297,668 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $317,263 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $317,263 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,249,019 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $37,067 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $37,067 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,211,952 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,593 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,593 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,219,545 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,999,206 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,999,206 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,593 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,593 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,006,799 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ("U.S. GAAP") ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THE INSTITUTE CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT SEPTEMBER 30, 2023. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE INSTITUTE HAD NO UNCERTAIN INCOME TAX POSITIONS AT SEPTEMBER 30, 2023. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY KNETTLER | ||||||||||||||
| CEO | $260,954 | $0 | $0 | $0 | $0 | $0 | $16,548 | $0 | $0 | $0 | $277,502 | $0 | $0 | $0 |
| THEODORE LUTTERMAN | ||||||||||||||
| SENIOR DIRECTOR OF FEDERAL PROGRAMS | $181,399 | $0 | $0 | $0 | $0 | $0 | $11,249 | $0 | $0 | $0 | $192,648 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE PROJECT THROUGH THE UNIVERSITY OF CALIFORNIA TO EXAMINE IF OLDER AGE AND VETERAN STATUS ARE ASSOCIATED WITH DIFFERENCES IN MEDICAL CONDITIONS, DISABILITIES, MENTAL, SUBSTANCE USE DISORDERS AND TREATMENT RATES AMONG PEOPLE IN PRISON WAS COMPLETED. PERFORMANCE OF SUSTAINABILITY STUDIES FOR FIRST EPISODE PSYCHOSIS/NAVIGAE (FEP) MODEL FOR THE KENT COUNTY CMH AUTHORITY WAS COMPLETED IN THE 2021 FISCAL TAX YEAR. |
| FORM 990, PART III, LINE 4A | THE PERFORMANCE QUALITY IMPROVEMENT (PQI) PROGRAM SERVES NEARLY 200 FREE-STANDING PSYCHIATRIC HOSPITALS IN THEIR PURSUIT OF QUALITY METRICS AND IMPROVEMENT OF CARE. DURING 2023, THE PQI PROGRAM PROVIDED MONTHLY E-NEWSLETTERS AND EDUCATIONAL WEBINARS FOCUSED ON IMPROVEMENT TOOLS, CLINICAL BEST PRACTICES, AND EXTERNAL REQUIREMENTS. THE PQI PROGRAM ALSO PROVIDES COMPARISON REPORTS TO ASSIST THE PSYCHIATRIC HOSPITALS WITH MONITORING PERFORMANCE LEVELS ON KEY INDICATORS OF QUALITY OF CARE. FINALLY, PQI RELEASED PUBLICATIONS THAT APPLIED INFERENTIAL ANALYTICS THAT FOCUS ON IDENTIFYING THE PREDICTORS OF RESTRAINT USE AMONG YOUTH TREATED IN STATE HOSPITALS, AND TO A RESEARCH THAT FOCUS ON THE COMPARISON OF THE USE OF RESTRAINT AMONG PATIENTS SERVED IN STATE AND PRIVATE HOSPITALS. |
| FORM 990, PART III, LINE 4B | THE PURPOSE OF THIS SUBCONTRACT WITH NASMHPD IS TO SUPPORT STATE MENTAL HEALTH AUTHORITIES IN PLANNING FOR AND EXPANDING COMMUNITY MENTAL HEALTH SERVICES AND IN MEETING THE CHALLENGES OF SYSTEM CHANGES REQUIRED AS A RESULT OF HEALTH CARE REFORM. SELECTED STATES ARE USED AS A RESOURCE FOR TRANSFORMATION ACTIVITIES BY VIRTUE OF THEIR SUCCESSFUL INITIATIVES AND COLLABORATION DURING THE TTI PROCESS. |
| FORM 990, PART III, LINE 4C | AS A SUBCONTRACTOR TO JBS INTERNATIONAL, NRI PROVIDES SUPPORT TO THE STATE PROGRAM IMPROVEMENT TECHNICAL ASSISTANCE PROGRAM WITH THE SUBSTANCE ABUSE AND MENTAL HEALTH ADMINISTRATION (SAMHSA). ACTIVITIES PERFORMED INCLUDE TECHNICAL ASSISTANCE, TRAINING AND CONSULTATION TO STATES AND TERRITORIES IN SUPPORT OF EFFECTIVE AND EFFICIENT USE OF THE COMMUNITY MENTAL HEALTH SERVICES BLOCK GRANT (MHBG) AND SUBSTANCE ABUSE PREVENTION AND TREATMENT BLOCK GRANT (SABG). THIS INCLUDES IDENTIFYING EXPERTS AND RESOURCES TO MEET THE EVOLVING NEEDS OF STATES AND TERRITORIES RELATED TO THE USE OF THE MHBG AND SABG. ALSO DISSEMINATING AND SUPPORTING THE ADOPTION OF PROMISING, BEST AND EVIDENCE-BASED PRACTICES COMPATIBLE WITH USE OF MHBG AND SABG FUNDS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEW THE 990 PRIOR TO ITS FILING AND ALL OTHER BOARD MEMBERS RECEIVE A PUBLIC DISCLOSURE COPY TO PROTECT DONOR PRIVACY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE NRI REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS (BOD'S) AND KEY EMPLOYEES (EXECUTIVE DIRECTOR) RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY, AND SIGN AN ACKNOWLEDGEMENT OF RECEIPT FORM. IN ADDITION, THEY ARE REQUIRED TO DISCLOSE IN WRITING IF THEY DO OR DO NOT HAVE A CONFLICT OF INTEREST AS OUTLINED IN THE POLICY. THE EXECUTIVE DIRECTOR CONFIRMS THAT ALL ACKNOWLEDGEMENT FORMS ARE RECEIVED BY THE BOD MEMBERS AND THAT THERE ARE NO CONFLICTS DISCLOSED. DURING THE YEAR, FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT. AN INTERESTED BOARD MEMBER, OFFICER, OR EMPLOYEE MEMBER SHALL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE OF THE BOARD OF DIRECTORS, OR OF ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION DOES INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. DURING THE MOST RECENT BOD MEETING, A COMPENSATION SURVEY WAS SUBMITTED TO THE BOD THAT INCLUDED A REVIEW OF EXECUTIVE DIRECTOR SALARIES FROM FORM 990S OF SIMILAR ORGANIZATIONS AND OTHER SURVEYS. THE BOD REVIEWS AND DISCUSSES THIS INFORMATION AND IT IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990, IRS DETERMINATION LETTER, AND FORM 1023, TAX EXEMPTION APPLICATION, ARE AVAILABLE FOR PUBLIC INSPECTION. THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND FINANCIAL STATEMENTS ARE AVAILABLE ON NRI'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS AND TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 240,365. MANAGEMENT AND GENERAL EXPENSES 92,686. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 333,051. AUDIT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37,325. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,325. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,625. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,625. |
| FORM 990, PART XI, LINE 9: | ROUNDING 3. |
Comments