2015-02-03T11:12:50-06:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2013-07-01 042777012 NATIONAL ALLIANCE ON MENTAL ILLNESS OF MASSACHUSETTS INC NATI 6175808541 529 MAIN STREET NO 1M17 BOSTON MA 02129 STEPHEN ROSENFELD PRESIDENT 6175808541 2014-12-10 1 ROBERT DILLAN P01688008 6179848100 2014-12-10 2013 2016-02-25 16:41:14Z LAURIE MARTINELLI 529 MAIN STREET NO 1M17 BOSTON MA 02129 1161239 0 X WWW.NAMIMASS.ORG X 1982 MA TO IMPROVE THE QUALITY OF LIFE BOTH FOR THE PEOPLE LIVING WITH MENTAL ILLNESS AND THEIR FAMILIES. 17 17 19 300 0 0 1057698 1158655 0 0 2956 -1496 -52449 -101931 1008205 1055228 0 0 0 0 461095 499051 0 0 8495 394298 489583 855393 988634 152812 66594 1277956 1403175 203147 251953 1074809 1151222 TO IMPROVE THE QUALITY OF LIFE BOTH FOR THE PEOPLE WITH MENTAL ILLNESS AND THEIR FAMILIES. 0 0 269738 DMH GRANT - FAMILY SUPPORT AND EDUCATION. 632668 GENERAL ADVOCACY, LEGISLATIVE OUTREACH, AND AFFILIATE DEVELOPMENT. 902406 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 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 0 0 0 0 0 1 10 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 MA X LAURIE MARTINELLI 6175808541 529 MAIN STREET SUITE 1M17 BOSTON MA 02129 HOWARD TRACHTMAN DIRECTOR 1.00 X 0 0 0 ROBERT ANTONIONI TREASURER 1.00 X X 0 0 0 STEPHEN ROSENFELD PRESIDENT 10.00 X X 0 0 0 JANE MARTIN SECRETARY 2.00 X X 0 0 0 MARYLOU SUDDERS DIRECTOR 2.00 X 0 0 0 BERNICE DRUMHELLER DIRECTOR 1.00 X 0 0 0 CONSTANTINE SOURIS DIRECTOR 1.00 X 0 0 0 ANNE WHITMAN DIRECTOR (UNTIL 10/2013), VP 1.00 X X 0 0 0 MICHAEL FETCHO DIRECTOR 1.00 X 0 0 0 TOM SCURFIELD DIRECTOR 1.00 X 0 0 0 KATHLEEN CONSIDINE DIRECTOR 2.00 X 0 0 0 HANNAH MARTINEZ DIRECTOR 2.00 X 0 0 0 DEBRA PACHECO DIRECTOR 1.00 X 0 0 0 RONALD HOLMES DIRECTOR 1.00 X 0 0 0 MATHIEU BERMINGHAM DIRECTOR 1.00 X 0 0 0 KITTY DUKAKIS DIRECTOR 1.00 X 0 0 0 MARY JEAN GUIDETTE DIRECTOR 1.00 X 0 0 0 LAURIE MARTINELLI EXECUTIVE DIRECTOR 40.00 X 96578 0 0 LYNDA MICHAUD CUTRELL PRESIDENT (UNTIL 10/2013) 10.00 X 0 0 0 96578 0 0 0 0 0 0 0 39873 499387 269738 349657 3113 1158655 2584 2584 4080 -4080 -4080 -4080 0 499387 101931 -101931 -101931 1055228 0 0 -103427 X 96578 91750 4828 328952 314214 14738 35262 32862 2400 38259 36400 1859 10800 10800 167072 166721 351 750 750 89019 75246 5420 8353 9931 8828 1103 69436 61732 7562 142 22926 22926 28935 28935 7508 7508 6973 6973 MISCELLANEOUS EXPENSE 62042 62042 MOVING EXPENSES 12502 12502 NAMI CONTRIBUTIONS TO O 1689 1689 988634 902406 77733 8495 583319 654930 438913 440612 100000 53334 58370 147805 26607 12469 59439 20018 21775 39421 23542 36474 25430 18130 1277956 1403175 183148 176502 19999 75451 203147 251953 X 732607 782353 342202 368869 1074809 1151222 1277956 1403175 66594 9819 0 X X 0 1 X 1 0 X 762370 757164 942583 1057698 1158655 4678470 762370 757164 942583 1057698 1158655 4678470 135247 4543223 3846 2922 2345 2956 2584 14653 4693123 0.96810 0.95120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32400 32400 1090565 1122965 187297 46824 0 0 135740 136472 161176 187297 620685 931028 18900 27600 32400 32400 111300 33935 34118 40294 46824 155171 232757 18900 27600 32400 32400 111300 342202 168750 142083 368869 156089 273749 87636 342202 35566 122500 1977 156089 46840 41669 52943 35566 1.00000 0 0 1050 1050 58389 20018 38371 39421 AFFILIATES PAYABLES 46203 DEFERRED RENT 29248 75451 X 1166978 9819 9819 1157159 -101931 -101931 1055228 1090565 101931 101931 988634 0 988634 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S MISSION. PART X, LINE 2: THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATIONS 2011 THROUGH 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE -101,931. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 101,931. NAMI WALKS 417395 417395 3031 8398 4596 540 80528 BOD EVENT 81992 81992 4341 497 499387 499387 3031 8398 8937 540 81025 101931 -101931 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE LOCAL AFFILIATES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS, BASED ON VOTING RIGHTS, VOTE FOR LEADERSHIP POSITIONS AND BY-LAW CHANGES. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR FILING THE 990, AND PROVIDES A COPY PRIOR TO FILING FOR REVIEW BY THE BOARD MEMBERS UPON THEIR REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR ARE REQUIRED TO COMPLETE ANNUAL SUBMISSION STATEMENTS REGARDING ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICE CHARGES : PROGRAM SERVICE EXPENSES 1,052. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,052. PROFESSIONAL SERVICES: CONSULTING : PROGRAM SERVICE EXPENSES 122,808. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,808. PROFESSIONAL SERVICES: DATA : PROGRAM SERVICE EXPENSES 1,345. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,345. PROFESSIONAL SERVICES: OTHER SERVIC : PROGRAM SERVICE EXPENSES 24,558. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,558. PROFESSIONAL SERVICES: WEBSITE MAIN : PROGRAM SERVICE EXPENSES 2,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,806. DMH GRANT - CLIENTS AND CAREGIVERS : PROGRAM SERVICE EXPENSES 13,689. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,689. DMH GRANT - PROGRAM CONSULTANTS (UF : PROGRAM SERVICE EXPENSES 463. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 463. ADMIN & GENL - WEBSITE MAINTENANCE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 351. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351. FORM 990, PART XII, LINE 2C OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.