2024-08-15T14:17:20-05:00 2023-09-30 882730877 CHERRY BEKAERT ADVISORY LLC 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2022-10-01 541448142 NATIONAL ASSOCIATION OF STATE MENTAL HEALTH PROGRAM DIRECTORS RESEARCH INSTIT NATI 7037388160 3141 FAIRVIEW PARK DRIVE 650 FALLS CHURCH VA 22042 TIMOTHY R KNETTLER CEO 7037388160 2024-08-14 1 0 BREE-ANN WEIDNER P01319397 3015899000 2022 2024-08-08 14:25:15Z TIMOTHY R KNETTLER 3141 FAIRVIEW PARK DRIVE 650 FALLS CHURCH VA 22042 3219545 0 X NRI-INC.ORG X 1987 VA 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 15 15 20 15 0 0 1500630 1545120 1747856 1612516 19303 61853 0 56 3267789 3219545 0 0 0 0 1998337 2122942 0 0 0 782911 883857 2781248 3006799 486541 212746 4169621 4748112 1900824 2229499 2268797 2518613 X 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. 0 1 1311660 1358443 THE PERFORMANCE QUALITY IMPROVEMENT (PQI) PROGRAMSEE SCHEDULE O FOR COMPLETE DESCRIPTION 543893 TRANSFORMATION TRANSFER INITIATIVE ("TTI")SEE SCHEDULE O FOR COMPLETE DESCRIPTION 246921 STATE PROGRAM IMPROVEMENT TECHNICAL ASSISTANCE PROGRAMSEE SCHEDULE O FOR COMPLETE DESCRIPTION 855803 254073 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). 855803 254073 2958277 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ANU GARG 7037388186 3141 FAIRVIEW PARK DRIVE 650 FALLS CHURCH VA 22042 LYNDA ZELLER PRESIDENT 1.00 X X 0 0 0 DAVID SHERN PAST PRESIDENT 1.00 X X 0 0 0 LISA CLEMENTS VICE PRESIDENT 1.00 X X 0 0 0 DENA STONER TREASURER 1.00 X X 0 0 0 ANN SULLIVAN SECRETARY 1.00 X 0 0 0 WENDY MORRIS DIRECTOR 1.00 X 0 0 0 STEPHANIE WOODARD DIRECTOR 1.00 X 0 0 0 SHERI DAWSON DIRECTOR 1.00 X 0 0 0 JUDY FITZGERALD DIRECTOR 1.00 X 0 0 0 RON MANDERSCHEID DIRECTOR 1.00 X 0 0 0 JOSEPH PARKS DIRECTOR 1.00 X 0 0 0 KEN ROGERS DIRECTOR 1.00 X 0 0 0 MATT SALO DIRECTOR 1.00 X 0 0 0 KATHERINE WARBURTON DIRECTOR 1.00 X 0 0 0 BARBARA BAZRON DIRECTOR 1.00 X 0 0 0 TIMOTHY KNETTLER CEO 40.00 X 260954 0 16548 ANU GARG CONTROLLER 40.00 X 109329 0 3643 THEODORE LUTTERMAN SENIOR DIRECTOR OF FEDERAL PROGRAMS 40.00 X 181399 0 11249 GLORIMAR ORTIZ SENIOR DIRECTOR 40.00 X 133804 0 12543 JENNIFER BRONSON SENIOR DIRECTOR (1/1-11/18/22) 40.00 X 123984 0 4457 809470 0 48440 5 0 1 0 NTIVA 7900 WESTPARK DRIVE SUITE A100 MCLEAN VA 22102 IT SERVICES 110715 1 1493262 51858 1545120 BHPMS REVENUE 900099 1358443 1358443 RESEARCH CONTRACT FEES 900099 254073 254073 1612516 61853 61853 MISCELLANEOUS 900099 56 56 56 3219545 1612516 0 61909 X 539231 256679 282552 1019166 978034 41132 51880 50531 1349 381150 322721 58429 131515 106191 25324 70912 70912 7593 7593 385001 240365 144636 64242 34836 29406 168930 168930 33211 33211 3180 3180 8669 8669 13571 13571 UNALLOWED DIRECT COSTS 41288 41288 COMMUNICATIONS 40843 4584 36259 BOARD EXPENSES 28172 28172 MAINTENANCE/REPAIRS 18245 18245 927945 -927945 3006799 2958277 48522 0 2149874 1247338 2539 2542 751613 990797 28364 24747 417155 411539 14285 5616 1209656 2179404 13290 297668 4169621 4748112 412032 456927 1450403 1455309 38389 317263 1900824 2229499 X 2268797 2518613 2268797 2518613 4169621 4748112 X 212746 37067 3 X 0 1 X 1 0 X 1157660 495176 1214745 1500630 1545120 5913331 1157660 495176 1214745 1500630 1545120 5913331 1022250 4891081 40691 25099 19427 19303 61853 166373 56 56 6079760 9901238 0.80450 0.51340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2022 AMOUNT: $ 56. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21283 19540 1743 118168 115771 2397 277704 276228 1476 5616 SECURITY DEPOSITS 13290 RIGHT-OF-USE-OPERATING 284146 COUNTRYWIDE HOME LOAN 232 297668 LEASE LIABILITIES 317263 317263 X 3249019 37067 37067 3211952 7593 7593 3219545 2999206 0 2999206 7593 7593 3006799 PART X, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 TIMOTHY KNETTLER CEO 260954 0 0 0 0 0 16548 0 0 0 277502 0 0 0 THEODORE LUTTERMAN SENIOR DIRECTOR OF FEDERAL PROGRAMS 181399 0 0 0 0 0 11249 0 0 0 192648 0 0 0 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.