2019-05-30T16:00:48-05:00 2018-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2018-01-01 431201653 NAMI NAMI 7035247600 3803 North Fairfax Drive No 100 Arlington VA 22203 David Levy Chief Financial Officer 7035247600 2019-05-23 1 Lori A Collingsworth P00639819 7038930300 2019-05-22 72.214.41.82 2019-05-30 17:00:12 ED P 5757F712A8161F6F3964D64EA127352BD3BB441C ECEE9D0F9FA27E6B6A8A3848667CA5FDB2C7423A 2018 2019-02-21 02:37:17Z National Alliance on Mental Illness Mary Giliberti 3803 North Fairfax Drive No 100 Arlington VA 22203 21675866 0 X www.nami.org X 1979 MO Dedicated to improving the lives of persons and their families living with serious mental illness. 16 16 99 71 0 57422 13034302 15078323 2080955 1974708 149063 515781 163364 113177 15427684 17681989 453975 600479 0 0 7652309 8522700 0 0 2293552 5623844 6393859 13730128 15517038 1697556 2164951 15275135 16483191 1795269 1742871 13479866 14740320 X NAMI, the National Alliance on Mental Illness, is the nation's largest grassroots mental health organization dedicated to building better lives for the millions of Americans affected by mental illness. See Schedule O for full Mission. 0 0 8105750 235010 406598 Public Awareness, Partnerships and Outreach: NAMI is the grassroots voice for individuals with mental illness and their families. We achieve impact through powerful campaigns and partnerships that fight stigma and champion change. 34 Ambassadors and Influencers: Iconic personalities from film, sports, music and entertainment shared their mental health stories in 2018, capturing wider attention and support for NAMI's mission.See Schedule O for additional Public Awareness, Partnerships and Outreach highlights in 2018 2222128 650 Public Policy and Advocacy: NAMI advocates bring the power of lived experience to the halls of Congress and state capitols nationwide. We fight every day to promote innovation, improve care and support recovery for people with mental illness. Increasing Funding for Mental Health Priorities: NAMI advocates successfully called for increased federal funding for mental health research, services and supports. Substantial gains in 2018 will fuel new brain research, more supported housing and mental health block grant programs, and improved mental health care for military veterans. See Schedule O for additional Public Policy and Advocacy Accomplishments in 2018. 2093888 364819 1642982 Information, Support and Education: Next door and across the nation, NAMI provides free education and support for youth, adults and families. We are determined that no one with mental illness will walk alone. 7 Million Web Visitors: In 2018, NAMI's website had the greatest share of voice among mental health websites. More than half of those who visit our website are 18 to 34 years old, a strong sign that our focus on youth and early intervention is succeeding.See Schedule O for additional Information, Support and Education Accomplishments in 2018. Field Advancement:NAMI leads the mental health movement through an extraordinary network of people who strive for excellence every day. We embrace new tools and technologies to improve the efficiency and quality of everything we do.Nearly 600 Affiliates Strong: NAMI local affiliates across the country met new standards of excellence through our reaffiliation process, building a more powerful network to serve millions with mental illness.Harnessing Big Data: NAMI partnered with Salesforce.com, the world's leading provider of customer relationship management software, to create a CRM system for our unique needs. The new system will help us improve community-based services, learn more about our constituents and streamline outreach to our nationwide bank of advocates. 75,000+ Walk for Mental Health: NAMIWalks saw record participation in 2018, with 88 events bringing in $12 million in gifts from 100,000+ supporters.The Year of Listening: Throughout 2018, NAMI hosted surveys, listening sessions and focus groups with staff and volunteers to lay the foundation for a new strategic plan that will launch in 2020. More than 50,000 survey responses and 50 live and virtual focus groups sparked a nationwide conversation on NAMI's future. 12421766 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 63 0 1 99 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL CA CT FL IL GA KS MA MD MN ME MI MO MS ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WI WV X X The Organization 7035247600 3803 North Fairfax Drive No 100 Arlington VA 22203 Adrienne Kennedy President 25.00 X X 0 0 0 Steve Pitman President through 6/30/18/ Director 25.00 X X 0 0 0 Lacey Berumen Director, First Vice President 25.00 X X 0 0 0 Shirley Holloway Second Vice President 25.00 X X 0 0 0 Victoria Gonzalez Director, Second VP, through 6/30/18 25.00 X X 0 0 0 Barbara Ricci Treasurer 25.00 X X 0 0 0 Bob Spada Director, Treasurer, through 6/30/18 25.00 X X 0 0 0 David Stafford Secretary 25.00 X X 0 0 0 Jim Hayes Director 15.00 X 0 0 0 Gloria Walker Director, through 6/30/18 15.00 X 0 0 0 Charma Dudley Director 15.00 X 0 0 0 Catherine Roach Director 15.00 X 0 0 0 Jacqueline Martinez Director 15.00 X 0 0 0 Carlos Larrauri Director 15.00 X 0 0 0 Amanda Lipp Director 15.00 X 0 0 0 Micah Pearson Director 15.00 X 0 0 0 Joyce A Campbell Director 15.00 X 0 0 0 Vanessa Fernandes Director 15.00 X 0 0 0 Stacey Owens Director 15.00 X 0 0 0 Mary Giliberti Chief Executive Officer 50.00 X 202095 0 39583 Cheri Villa Chief Operating Officer 50.00 X 163910 0 10817 David Levy Chief Financial Officer 50.00 X 137605 0 37344 Charles Harman Chief Development Officer 50.00 X 156391 0 35961 Andrew Sperling Director, Legislative Affairs 50.00 X 146462 0 37675 James Stewart Chief Information Officer 50.00 X 148555 0 7557 Katrina Gay Nat'l Dir., Strategic Partnerships 50.00 X 137560 0 31491 William Jarred Nat'l Dir., Marketing/Communications 50.00 X 137486 0 14116 1230064 0 214544 18 0 1 0 Fionta 1150 18th St NW Suite 200 Washington DC 20036 CRM System 496926 Sheraton New Orleans 500 Canal St New orleans LA 70130 2018 Convention 391914 Allen Interactions Inc 1120 Centre Pointe Drive Suite 800 Mendota Heights MN 55120 Multimedia Development 330200 Master Print Inc 8401 Terminal Road Newington VA 22122 Publication Printing & Fullfillment 314079 Community Wealth Partners 1825 K St NW Washington DC 20006 Strategic Plan Development 261116 10 66263 362140 14649920 336205 15078323 Walks 900099 1083047 1083047 Conference 611710 470244 431939 38305 Government Contracts 900099 406598 406598 Other program income 900099 14819 14819 1974708 209012 209012 4009905 3703136 306769 306769 306769 403918 290741 113177 113177 17681989 2049580 0 554086 600479 600479 591354 415889 117093 58372 6410821 4508611 1269401 632809 212457 149418 42068 20971 803298 564944 159060 79294 504770 354995 99949 49826 64640 41874 22766 52158 52158 850 850 41358 41358 1457927 985748 210841 261338 1723242 648645 434708 639889 464033 191165 257987 14881 724587 30932 693616 39 654317 554916 15562 83839 578162 503688 18652 55822 350626 150370 200256 Dues and subscriptions 184649 113766 45074 25809 Temporary labor 62271 24013 31611 6647 UBIT Taxes 16521 16521 Overhead allocation 0 2581463 -2945479 364016 18518 18518 15517038 12421766 801720 2293552 4225534 3459023 226475 162426 113526 117139 440333 499738 4732717 3084827 763751 1647890 9458342 10401272 274 39 46900 195664 15275135 16483191 1303440 1374922 7160 15020 484669 352929 1795269 1742871 X 7475751 7859001 5195056 5877189 809059 1004130 13479866 14740320 15275135 16483191 2164951 -904497 0 X X 0 1 X 1 0 X 11226125 7934069 11374695 13034302 15078323 58647514 11226125 7934069 11374695 13034302 15078323 58647514 1336092 57311422 113210 106849 121721 149406 209012 700198 59347712 11702229 0.96570 0.95570 X 850 0 850 15474830 15475680 923784 230946 0 0 714837 786268 984728 923784 3409617 5114426 41018 44285 1000 850 87153 178709 196567 246182 230946 852404 1278606 1000 850 1850 1054391 30000 -64261 16000 1004130 919301 20000 129590 14500 1054391 864258 55043 919301 898863 1500 -22105 14000 864258 706008 265202 19270 91617 898863 0.00000 1.00000 0.00000 0 0 822994 733421 89573 3909723 2351406 1558317 1647890 Charitable Gift Annuities 133117 Deferred Rent and Lease Incentive 219812 352929 X 28024142 -904497 11288008 10383511 17640631 41358 41358 17681989 26763688 11288008 11288008 15475680 41358 41358 15517038 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. Part X, Line 2: Management evaluated NAMI's tax positions and concluded that NAMI's financial statements do not include any uncertain tax positions. 1 University of Texas 110 Inner Campus Dr Stop K5300 Austin TX 78712 746000203 115 25257 N/A N/A Program The Regents of University of Michigan 1000 Victors Way Ann Arbor MI 48108 386006309 501(c)(3) 60000 N/A N/A Research grant NAMI Wyoming 133 W 6th St Casper WY 82601 830277780 501(c)(3) 12945 N/A N/A Research grant NAMI Washington 1107 NE 45th St Suite 230 Seattle WA 98105 911689067 501(c)(3) 13000 N/A N/A Program- Chapter grants NAMI Virginia PO Box Richmond VA 23226 541267632 501(c)(3) 5000 N/A N/A Program- Chapter grants NAMI Utah 1600 W 2200 S 202 West Valley City UT 84119 870432972 501(c)(3) 5000 N/A N/A Program- Chapter grants NAMI Oregon 4701 SE 24th Ave Suite E Portland OR 97202 930875209 501(c)(3) 5000 N/A N/A Program- Chapter grants NAMI Oklahoma 3812 N Santa Fe Ave Suite 305 Oklahoma City OK 73118 731248588 501(c)(3) 5000 N/A N/A Program- Chapter grants NAMI Missouri 3405 West Truman Blvd Suite 102 Jefferson City MO 65109 431398666 501(c)(3) 5000 N/A N/A Program- Chapter grants NAMI Iowa 3839 Merle Hay Rd Ste229 Des Moines IA 50310 237084780 501(c)(3) 7000 N/A N/A Program- Chapter grants NAMI Indiana Inc 921 East 86th St Suite 130 Indianapolis IN 46240 351640701 501(c)(3) 75000 N/A N/A Program- Chapter grants NAMI Georgia 4120 Presidential Parkway Suite 200 200 Atlanta GA 30340 581466482 501(c)(3) 12000 N/A N/A Program- Chapter grants NAMI Fresno 7545 N Del Mar Ave 105 Fresno CA 93711 770319190 501(c)(3) 6000 N/A N/A Program- Chapter grants NAMI California 1010 Hurley Way Suite 195 Sacramento CA 95825 942676057 501(c)(3) 5000 N/A N/A Program- Chapter grants NAMI Alabama 1401 I-85 Parkway Suite A Montgomery AL 36106 630977897 501(c)(3) 5000 N/A N/A Program- Chapter grants McLean Hospital 115 Mill Street Mail Stop 126 Belmont MA 02478 042697981 501(c)(3) 60000 N/A N/A Research grant 15 0 Part I, Line 2: NAMI monitors use of grant funds through review of financial and performance report of grantees. X X X X X 0 0 0 0 0 0 0 0 0 Mary Giliberti Chief Executive Officer 197613 0 4080 0 402 0 9364 0 30219 0 241678 0 0 0 Cheri Villa Chief Operating Officer 160166 0 3194 0 550 0 9772 0 1045 0 174727 0 0 0 David Levy Chief Financial Officer 134035 0 2856 0 714 0 6555 0 30789 0 174949 0 0 0 Charles Harman Chief Development Officer 152616 0 3218 0 557 0 7419 0 28542 0 192352 0 0 0 Andrew Sperling Director, Legislative Affairs 142970 0 2992 0 500 0 6868 0 30807 0 184137 0 0 0 James Stewart Chief Information Officer 145537 0 2856 0 162 0 6555 0 1002 0 156112 0 0 0 Katrina Gay Nat'l Dir., Strategic Partnerships 134344 0 2766 0 450 0 6383 0 25108 0 169051 0 0 0 William Jarred Nat'l Dir., Marketing/Communications 134557 0 2700 0 229 0 2582 0 11534 0 151602 0 0 0 X 20 327505 Traded Market Value X Supplies 2 8700 Fair Market Value 0 1 0 Form 990, Part III, Line 1, Organization Mission: Millions of people in the United States, 1 in 5 or nearly 60 million, face the day-to-day reality of living with a mental health condition. NAMI, the National Alliance on Mental Illness, is the nation's largest grassroots mental health organization dedicated to providing advocacy, education, support and public awareness so that individuals and families affected by mental illness can build better lives. Below are some of NAMI's accomplishments in the past year. Form 990, Part III, Line 4a, Public Awareness, Partnerships and Outreach: NAMI is the grassroots voice for individuals with mental illness and their families. We achieve impact through powerful campaigns and partnerships that fight stigma and champion change. 34 Ambassadors and Influencers: Iconic personalities from film, sports, music and entertainment shared their mental health stories in 2018, capturing wider attention and support for NAMI's mission. 32 Brand Partners: Many of the world's best-known companies aligned with NAMI, taking active steps to reduce workplace stigma and support the movement for mental health parity. National Strategy, Local Impact: Retail giant Hudson's Bay Company, parent company of Lord & Taylor, named NAMI a "best in class" mental health charity. As a national partner for NAMIWalks, Lord & Taylor hosted store-based Charity Days, with a share of funds raised staying in local communities. Green Sneakers for Mental Health: Kenneth Cole launched the first branded merchandise supporting NAMI. 527,000 Social Media Followers: NAMI's social media following grew by more than 25% through national campaigns such as #CureStigma, which drew more than 10 million visits across multiple channels. Stigma-fighting public service announcements aired on more than 600 TV stations nationwide. The Authoritative Voice on Mental Health: NAMI senior leaders fielded hundreds of interview requests as media coverage of mental health soared. Speaking at a June event hosted by the Washington Post, NAMI CEO Mary Giliberti described serious mental illness as "the greatest health disparity no one is talking about." During Suicide Prevention Month in September, more than 4,500 published articles mentioned NAMI. Form 990, Part III, Line 4b, Public Policy and Advocacy : NAMI advocates bring the power of lived experience to the halls of Congress and state capitols nationwide. We fight every day to promote innovation, improve care and support recovery for people with mental illness. Increasing Funding for Mental Health Priorities: NAMI advocates successfully called for increased federal funding for mental health research, services and supports. Substantial gains in 2018 will fuel new brain research, more supported housing and mental health block grant programs, and improved mental health care for military veterans. Fighting Rollbacks on Mental Health Parity: In May, NAMI published Mental Health Parity at Risk, a report exposing how health insurance plans routinely discriminated against people with mental illness before the Affordable Care Act enacted patient protections. In September, we joined 6 other organizations in filing a federal lawsuit to oppose new regulations that would weaken protections and take us back to a time when people with mental illness were routinely denied coverage, charged more, or forced to accept unfair limits on mental health care. Ending Barriers to Inpatient Care: NAMI fought for modification of the Medicaid Institutions for Mental Disease (IMD) exclusion, an outdated federal rule that created roadblocks to care for adults with serious mental illness. Now, all states can request a waiver to the exclusion, allowing Medicaid billing for inpatient care in facilities with 16 or more beds. Progress for Early Intervention: We pressed for the expansion of First Episode Psychosis programs, which provide coordinated, evidence-based care for young adults facing an early episode of psychosis. There are now 250 programs nationwide - up from only 12 in 2008. Building our Advocacy Base: Through our NAMI Smarts for Advocacy training program, we helped more than 1,000 new advocates gain the confidence and skill to share their lived experience with policymakers. #VOTE4MENTALHEALTH: NAMI launched a new, non-partisan website to educate all voters on mental health issues, helping them see the impact that elected officials have on mental health services in their communities. More than 265,000 unique visitors visited the site to learn how to elevate their voices through the ballot box. Form 990, Part III, Line 4c, Information, Support and Education: Next door and across the nation, NAMI provides free education and support for youth, adults and families. We are determined that no one with mental illness will walk alone. 7 Million Web Visitors: In 2018, NAMI's website had the greatest share of voice among mental health websites. More than half of those who visit our website are 18 to 34 years old, a strong sign that our focus on youth and early intervention is succeeding. 31,000 Calls to Our National Helpline: Volunteers in Washington, D.C. used powerful new software to link callers with mental health resources near their homes. Local NAMI affiliates answered thousands more calls, providing the compassionate support that individuals and families need. 375,000+ Find Education and Support: NAMI programs and support groups served a growing audience, delivering information and hope in clear, engaging, culturally relevant language. More than 12,000 volunteers with lived experience of mental illness reached people in their communities with evidence-based education and personal support. A Warm Welcome: An all-new, 4-hour seminar known as NAMI Family & Friends launched in summer 2018, offering people an even easier way to connect with our mission and resources. More than 150 local sessions were hosted in just 5 months. Recovery Within Reach: Our popular NAMI Peer-To-Peer course re-launched in 2018 with an even stronger focus on helping adults with mental illness build on their own inner resilience. This free, confidential, 8-session course is led by peers with mental health conditions who offer perspectives on goal setting, accountability, relationships, communication and much more. Engaging Communities of Color: In 2018, NAMI welcomed Mocha Moms as our newest partner in serving African American families facing mental health struggles. Mocha Moms joins longtime partners Jack & Jill of America and Alpha Kappa Alpha sorority in bringing NAMI resources to communities of color and drawing powerful new voices to our movement. 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 A, line 7b Revisions or amendments may be proposed by any voting member, or by any Director. Any such proposed amendments shall be submitted in writing by United States Postal Service, either by registered mail, certified mail, Express Mail or Priority Mail, or any other USPS service offering Return Receipts or Signature Confirmation to a Bylaws Committee not less than ninety (90) days prior to the date of the next annual meeting. Each voting member shall receive all proposed revisions or amendments to the Bylaws not less than thirty (30) days prior to the next annual meeting. A two-thirds majority of the voting power of the membership voting shall be required to amend the Bylaws. Form 990, Part VI, Section B, line 11b 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 Chief Financial Officer'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 XII, 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.