2018-05-15T11:40:59-05:00 2017-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2017-01-01 431201653 NAMI NAMI 7035247600 3803 North Fairfax Drive No 100 Arlington VA 22203 David Levy Chief Financial Officer 7035247600 2018-05-15 1 Lori A Collingsworth P00639819 7038930300 2018-05-14 2017 2022-09-23 18:48:47Z National Alliance on Mental Illness Mary Giliberti 3803 North Fairfax Drive No 100 Arlington VA 22203 17498235 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 88 91 0 0 11374695 13034302 2153441 2080955 159249 149063 147100 163364 13834485 15427684 423130 453975 0 0 7205801 7652309 0 0 2044369 5129348 5623844 12758279 13730128 1076206 1697556 13043996 15275135 1879924 1795269 11164072 13479866 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 6470809 131375 506787 Public Awareness, Partnerships and Outreach: Throughout the year, NAMI launched campaigns and strategic partnerships to raise public awareness of mental illness and inspire action. Such campaigns fought stigma, provided support, educated the public and advocated for equal care. Here are some highlights: Lokai, a socially responsible lifestyle brand, sponsored NAMI for a month via their Limited-Edition Orange Lokai bracelet. Using their influence, this popular brand spread a message of hope and inspiration over social media.See Schedule O for additional Public Awareness, Partnerships and Outreach Accomplishments in 2017. 2266075 3000 Public Policy and Advocacy:NAMI is the preeminent voice on Capitol Hill and in State Legislatures across the country advocating on behalf of those living with mental illness and their families. NAMI promotes common sense solutions to local, state and national public policy landscapes by fighting for early intervention, community support services and access to affordable mental health care. Highlights from 2017 include the following: NAMI's grassroots advocacy helped defeat the Graham-Cassidy Bill, also known as health reform, by sending over 194,000 emails to Congress. See Schedule O for additional Public Policy and Advocacy Accomplishments in 2017. 2075674 319600 1702212 Information, Support and Education: NAMI's support and education programs, delivered by NAMI State Organizations and NAMI Affiliates throughout the country, help people affected by mental illness to realize their full potential, cope with the stresses of life, work productively and meaningfully contribute to the world. See Schedule O for Information, Support and Education Accomplishments in 2017. 10812558 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 73 0 1 88 1 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 Marilyn Ricci President Partial Year 10.00 X X 0 0 0 Janet Edelman First Vice President Partial Year 10.00 X X 0 0 0 Ron Morton Second Vice President Partial Year 10.00 X X 0 0 0 Lacey Berumen Director, First Vice President 10.00 X X 0 0 0 Victoria Gonzalez Director, Second Vice President 10.00 X X 0 0 0 Adrienne Kennedy Director, Secretary 10.00 X X 0 0 0 Steve Pitman Director, President 10.00 X X 0 0 0 Bob Spada Director, Treasurer 10.00 X X 0 0 0 Jim Hayes Director 5.00 X 0 0 0 Gloria Walker Director 5.00 X 0 0 0 Charma Dudley Director 5.00 X 0 0 0 Barbara Ricci Director 5.00 X 0 0 0 Catherine Roach Director 5.00 X 0 0 0 Shirley Holloway Director 5.00 X 0 0 0 David Stafford Director 5.00 X 0 0 0 Jacqueline Martinez Director 5.00 X 0 0 0 Carlos Larrauri Director Partial Year 5.00 X 0 0 0 Amanda Lipp Director Partial Year 5.00 X 0 0 0 Micah Pearson Director Partial Year 5.00 X 0 0 0 Mary Giliberti Chief Executive Officer 50.00 X 198678 0 32366 Cheri Villa Chief Operating Officer 50.00 X 160468 0 30348 David Levy Chief Financial Officer 50.00 X 135409 0 7470 Charles Harman Chief Development Officer 50.00 X 152465 0 30791 Andrew Sperling Director of Legislative Advocacy 50.00 X 144697 0 29025 James Stewart Chief Information Officer 50.00 X 145656 0 7162 Ron Honberg Senior Policy Advisor 50.00 X 139460 0 16803 Katrina Gay National Director, Strategic Partnerships 50.00 X 135175 0 26415 1212008 0 180380 18 0 1 0 Hilton Washington 1919 Connecticut Ave Washington DC 20009 2017 Convention 250526 Allen Interactions Inc 1120 Centre Pointe Drive Suite 800 Mendota Heights MN 55120 Multimedia Development 250000 Master Print Inc 8401 Terminal Road Newington VA 22122 Publication Printing & Fullfillment 212622 Mal Warwick 2550 Ninth St Ste 103 Berkeley CA 94710 Direct Mail Services 138888 Action Mailing & Printing Solutions 3165 W Heartland Drive Liberty MO 64068 Direct Mail Services 128730 8 83924 325337 12625041 562305 13034302 Walks 900099 1035369 1035369 Government Contracts 900099 506787 506787 Conference 611710 431603 396283 35320 Other program income 900099 107196 107196 2080955 149406 149406 1840422 1840765 -343 -343 -343 393150 229786 163364 163364 15427684 2208999 0 184383 X 453975 453975 564739 390531 123088 51120 5733514 3964871 1249642 519001 202400 139965 44113 18322 698270 482871 152191 63208 453386 313528 98817 41041 55193 38571 16622 38415 38415 1000 1000 35565 35565 1463929 970658 246123 247148 1587707 596957 369024 621726 369711 69562 295299 4850 697872 27957 669879 36 440801 347394 14395 79012 396435 370300 4405 21730 347151 347151 Dues and subscriptions 122322 69036 33191 20095 Temporary labor 48703 17217 12916 18570 Taxes and registrations 19040 2639 16401 Overhead allocation 0 2555526 -2894036 338510 13730128 10812558 873201 2044369 2970771 4225534 276863 226475 119497 113526 369316 440333 3499061 2735310 595838 763751 8664301 9458342 510 274 46900 46900 13043996 15275135 1208902 1303440 40506 7160 630516 484669 1879924 1795269 X 6087016 7475751 4287997 5195056 789059 809059 11164072 13479866 13043996 15275135 1697556 618238 0 X X 0 1 X 1 0 X 8605802 11226125 7934069 11374695 13034302 52174993 8605802 11226125 7934069 11374695 13034302 52174993 1749472 50425521 97025 113210 106849 121721 149406 588211 52763204 11207080 0.95570 0.95110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000 0 1000 16693563 16694563 984728 246182 0 0 689118 714837 786268 984728 3174951 4762427 52116 41018 44285 1000 138419 172280 178709 196567 246182 793738 1190607 1000 1000 919301 20000 129590 14500 1054391 864258 55043 919301 898863 1500 -22105 14000 864258 706008 265202 19270 91617 898863 639625 66383 706008 0.00000 0.76730 0.23270 0 0 821889 649298 172591 2677172 2086012 591160 763751 Charitable Gift Annuities 160446 Deferred Rent and Lease Incentive 324223 484669 X 16010357 618238 618238 15392119 35565 35565 15427684 13694563 0 13694563 35565 35565 13730128 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 National Alliance on Mental Illness of New York City (NAMI-NYC) 505 8th Ave WTE 1103 New York NY 10018 133077692 501(c)(3) 75000 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 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 Alaska 144 West 15th Avenue Anchorage AK 99508 920111673 501(c)(3) 23000 N/A N/A Program- Chapter grants NAMI Montana PO Box 1021 Helena MT 59624 810441706 501(c)(3) 23000 N/A N/A Program- Chapter grants NAMI New Mexico 6001 Marble Street NE Suite B Albuquerque NM 87110 850333255 501(c)(3) 23000 N/A N/A Program- Chapter grants NAMI Oregon 4701 SE 24th Ave Suite E Portland OR 97202 930875209 501(c)(3) 23000 N/A N/A Program- Chapter grants NAMI Texas Fountain Park Plaza 2800 IH-355 Suite 140 Austin TX 78704 742380175 501(c)(3) 23000 N/A N/A Program- Chapter grants NAMI California 1010 Hurley Way Suite 195 Sacramento CA 95825 942676057 501(c)(3) 18000 N/A N/A Program- Chapter grants NAMI Washington 500 NE 108th Avenue Suite 800 Bellevue WA 98004 911689067 501(c)(3) 15000 N/A N/A Program- Chapter grants NAMI Wyoming 133 W 6th St Casper WY 82601 830277780 501(c)(3) 10000 N/A N/A Program- Chapter grants 11 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 194242 0 4000 0 436 0 9180 0 23186 0 231044 0 0 0 Cheri Villa Chief Operating Officer 157026 0 3131 0 311 0 7186 0 23162 0 190816 0 0 0 Charles Harman Chief Development Officer 148719 0 3154 0 592 0 7275 0 23516 0 183256 0 0 0 Andrew Sperling Director of Legislative Advocacy 141234 0 2934 0 529 0 6733 0 22292 0 173722 0 0 0 James Stewart Chief Information Officer 142684 0 2800 0 172 0 6164 0 998 0 152818 0 0 0 Ron Honberg Senior Policy Advisor 135228 0 2810 0 1422 0 6323 0 10480 0 156263 0 0 0 Katrina Gay National Director, Strategic Partner 131990 0 2712 0 473 0 6259 0 20156 0 161590 0 0 0 X 16 562305 Traded 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: Additional Public Awareness, Partnerships and Outreach highlights in 2017: During Mental Health Month in May, NAMI Ambassadors, StigmaFree Company and Brand Partners amplified messages of awareness and drove action, resulting in nearly 117 million impressions. During National Minority Mental Health Awareness Month in July, NAMI highlighted the reality of living with mental illness in diverse communities. The NAMI Blog featured a dozen articles and personal essays that confronted stigma and raised awareness. During Mental Illness Awareness Week in October, NAMI featured blogs, personal stories and graphics dispelling stigma about five mental illnesses. Social media growth this week was equivalent to what the organization typically sees in a month. NAMI supported the Be Vocal initiative, which elevated stories of people with lived experience through the launch of the documentary "Beyond Silence." This powerful film follows the lives of three individuals who show how speaking up is key to living well with a mental health condition. NAMI launched a video-led group discussion tool as part of StigmaFree Company. The video empowers supervisors and employees to create a StigmaFree culture in their workplaces. Plus, the following companies joined the StigmaFree Company movement: Awe, Mental Happy, Norkol, Stance and tumblr. HOSA-Future Health Professionals selected NAMI as their service project for 2017. HOSA worked with NAMI to help expand mental health education and awareness among its 225,000 young adult members. NAMI partnered with Jack and Jill of America, Inc., a membership organization of mothers dedicated to developing the next generation of African American leaders. Through working with NAMI State Organizations and Affiliates, this partnership is helping raise mental health awareness and educate young people in diverse communities. NAMI was the beneficiary of 100 Women in Finance's 16th Annual Gala. The event broke the organization's previous fundraising record, raising $2.6 million. At the gala, NAMI unveiled a new video on "The Reality of Caregiving and Mental Health Conditions." NAMI will use the transformative donation to improve the delivery of programs to caregivers and their families. NAMI teamed up with the following celebrity influencers: Utkarsh Ambudkar, Maria Bamford, Andrea Barber, April Mendez Brooks, Sterling K. Brown, Corinne Foxx, Naomi Judd, Dawn McCoy, Stefania Owen, Alessandra Torresani, Wil Wheaton, Dewanda Wise and Chris Woods. Form 990, Part III, Line 4b, Public Policy and Advocacy : Public Policy and Advocacy Highlights from 2017 include the following: During the 2017 NAMI National Convention, Hill Day inspired 1,066 advocates to visit their senators and representatives and speak on important mental health-related issues. NAMI CEO Mary Giliberti served as a non-federal member of the Department of Health and Human Service's Interdepartmental Serious Mental Illness Coordinating Committee. The committee submitted a report to Congress calling for better crisis care to avoid criminalization, the end to solitary confinement, increased access to mental health care for veterans and nationwide first episode psychosis programs. NAMI released its third parity report, The Doctor is Out. The report found that, despite the federal parity law, people lack equal access to mental health providers compared to other medical providers. The Stanley Center for Psychiatric Research at the Broad Institute and NAMI hosted a summit focused on exploring and discussing key issues relating to the advancement of neuroscience research. The discussion included overarching themes of developing collaborative approaches, learning from setbacks and seeking ways for greater innovation. Form 990, Part III, Line 4c, Information, Support and Education: Progran Accomplishments from 2017: Attending in-person classes can be difficult for busy individuals and families, so NAMI began offering NAMI Homefront classes online. In addition, NAMI edited and updated 80,000,000 pages of program manuals. To reach more communities, NAMI translated the NAMI Family & Friends eBook into Arabic, Chinese (Simplified), Farsi, Korean, Spanish and Vietnamese. More than 68,000 participants attended NAMIWalks nationwide to promote awareness and wellness. NAMI and Alpha Kappa Alpha, the nation's oldest sorority founded by African-American women, continued to partner on a shared goal of raising awareness of mental illness in the African-American community. In 2017, Alpha Kappa Alpha had a record-breaking 1,400 walkers participate in NAMIWalks, raising over $1 million. The funds raised by Walks help NAMI State Organizations and NAMI Affiliates provide educational and support programs at no cost to those impacted by mental illness and their families. NAMI began a nationwide expansion of the flagship teen program NAMI Ending the Silence, thanks to a $1 million donation from Former Second Lady of the United States, Tipper Gore. The gift will enable NAMI Affiliates throughout the country to adopt this vital early intervention program so more middle and high school students can access it. The NAMI HelpLine (800-950-NAMI) recruited and trained about 90 volunteers, who responded to more than 25,000 requests from individuals needing support, referral and information. NAMI partnered with Google to bring essential screening questionnaires to the public. These tools-often a crucial step toward getting proper diagnosis and treatment-will empower and educate millions about depression and posttraumatic stress disorder. NAMI developed informative tip sheets to support young adults experiencing first episode psychosis. Collectively, these sheets were downloaded 14,250 times in 2017. The 2017 NAMI National welcomed 1,675 attendees to Washington, D.C., for 40,175 hours of learning and connecting. NAMI presented the 2017 Scientific Research Award to Sophia Vinogradov, M.D. Dr. Vinogradov works to delay or prevent illness advancement in adolescents who show early signs of schizophrenia and young adults who are in early psychosis. NAMI's Ask the Expert webinar series covered the opioid epidemic, health disparities in individuals with mental illness, supporting children with mental health conditions and Ketamine as a treatment for depression. Combined, these webinars had 1,200 viewers. 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 IX, line 11g Subcontractors: Program service expenses 970,658. Management and general expenses 246,123. Fundraising expenses 247,148. Total expenses 1,463,929. 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.