2015-05-07T14:20:50-05:00 2014-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2014-01-01 431201653 NAMI NAMI 7035247600 3803 North Fairfax Drive No 100 Arlington VA 22203 David Levy Chief Financial Officer 7035247600 2015-05-07 1 Lori A Collingsworth P00639819 7038930300 2015-05-07 2014 2016-02-25 16:41:14Z Mary Giliberti 3803 North Fairfax Drive No 100 Arlington VA 22203 14234598 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 88 115 0 0 8605802 11226125 1682509 1783555 197675 207676 189938 156515 10675924 13373871 83775 121200 0 0 6735617 6801607 0 0 1376853 3729434 3888264 10548826 10811071 127098 2562800 11119478 13458474 2532809 2345759 8586669 11112715 X NAMI is the National Alliance on Mental Illness, 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 Mission continuation. 0 0 5359464 83550 1706785 Program & Membership Support:NAMI offers an array of support and education programs that help build better lives for the millions of Americans affected by mental illness. In recent years, NAMI has both strengthened and broadened the programs it offers, reflecting the organization's strategy to build a movement, focus on youth and strengthen the organization. See Schedule O for Program & Membership Support accomplishments in 2014. 1256255 21650 138143 Education, Training & Support:NAMI offers an array of peer education and support programs to help individuals, and family members, who are living with emotional and behavioral difficulties and other symptoms of mental illness. More than 230,000 people participated in NAMI sponsored education classes and 3,000 teachers were trained in 2014. See Schedule O for Education, Training & Support accomplishments in 2014. 1496845 16000 Policy/Advocacy:NAMI is recognized as 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. See Schedule O for Policy/Advocacy accomplishments in 2014. 8112564 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 99 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 Jim Payne President and First VP 10.00 X X 0 0 0 Linda Jensen Second VP 10.00 X X 0 0 0 Ralph Nelson Treasurer and First VP 10.00 X X 0 0 0 Marilyn Ricci Secretary and Second VP 10.00 X X 0 0 0 Gary Mihelish Treasurer 10.00 X X 0 0 0 Lacey Beurmen Director 5.00 X 0 0 0 Kym Bolado Part Year Director 5.00 X 0 0 0 Joyce Burland Director 5.00 X 0 0 0 Carol Caruso Director 5.00 X 0 0 0 Janet Edelman Director 5.00 X 0 0 0 Dana Foglesong Director and Secretary 10.00 X X 0 0 0 Victoria Gonzalez Director 5.00 X 0 0 0 Ron Morton Director 5.00 X 0 0 0 Gloria Walker Director 5.00 X 0 0 0 Michael Weaver Director 5.00 X 0 0 0 Jim Hayes Part Year Director 5.00 X 0 0 0 Adrienne Kennedy Part Year Director 5.00 X 0 0 0 Keris Myrick Part Year President 10.00 X X 0 0 0 Mary Giliberti Executive Director 50.00 X 172557 0 25268 Deborah N Borton Chief Operating Officer 50.00 X 148461 0 8815 David Levy Chief Financial Officer 50.00 X 114944 0 22321 Jean Michel Texier Part Year Chief Information Officer 50.00 X 97178 0 17320 Charles R Harman National Director, Stategic Alliances 50.00 X 146330 0 27475 Andrew Sperling Director, Federal Policy 50.00 X 138353 0 21203 Ronald Honberg National Director, Policy 50.00 X 131390 0 20731 Kenneth Duckworth Medical Director 20.00 X 124877 0 7606 Katrina Gay National Director, Communications 50.00 X 125635 0 26076 1199725 0 176815 14 0 1 0 Action Mailing & Printing Solutions 3165 W Heartland Drive Liberty MO 64068 Printing/Mail Service 327373 Simple A 815A Brazos Street Suite 115 Austin TX 78701 Website Development 214670 Master Print Inc 8401 Terminal Rd Newington VA 22122 Publication Fullfillment/Printing 197024 Marriott Wardman Park Hotel 2660 Woodley Rd NW Washington DC 20008 Convention Site 179967 Research Foundation for Mental Hygiene 150 Broadway Suite 301 Menands NY 12204 Research 138315 7 99380 390525 10736220 227061 11226125 Walks 900099 956732 956732 Conference 611710 417146 340376 76770 Contracts 900099 409677 409677 1783555 103692 103692 9518 9518 828287 724303 103984 103984 103984 243355 136424 106931 106931 Honorariums 900099 20955 20955 Other Revenue 900099 19111 10257 8854 40066 13373871 1844928 0 302818 108050 108050 13150 13150 606864 227331 342696 36837 5003552 3814844 634950 553758 185244 144109 20263 20872 579933 436546 79927 63460 426014 308896 72020 45098 51112 6006 45106 25196 25196 28707 28707 666397 567386 38247 60764 1025989 627497 100607 297885 213778 69204 136539 8035 672323 10540 661783 446761 394751 1603 50407 293927 263654 786 29487 359358 359358 Dues and subscriptions 62159 30134 4284 27741 Miscellaneous 25767 19798 1130 4839 Taxes and registrations 16790 1328 15308 154 Overhead allocation 0 1069340 -1246856 177516 10811071 8112564 1321654 1376853 3067295 4697929 800588 379380 46701 87341 259751 246642 2706711 1703386 1020329 1003325 5876698 6995977 1216 980 46900 46900 11119478 13458474 1507136 1415632 111230 93170 914443 836957 2532809 2345759 X 5256600 5790895 2782806 4521761 547263 800059 8586669 11112715 11119478 13458474 2562800 -36754 0 X X 0 1 X 1 0 X 7142990 8004972 8375875 8605802 11226125 43355764 7142990 8004972 8375875 8605802 11226125 43355764 3676190 39679574 110768 127800 98337 97025 113210 547140 44006 37606 49188 23296 40066 194162 44097066 9713403 0.89980 0.86020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 52116 52116 10730248 10782364 689118 172280 0 0 656484 656035 675604 689118 2677241 4015862 43441 48459 52798 52116 196814 164121 164009 168901 172280 669311 1003967 547263 252796 23153 23153 800059 544763 2500 69608 69608 547263 590444 5943 51624 544763 584135 4600 15602 13893 590444 393545 151867 50880 12157 584135 0.00000 1.00000 0.00000 0 0 804900 411554 393346 1901811 1291832 609979 1003325 Charitable Gift Annuities 204729 Deferred Rent and Lease Incentive 632228 836957 X 13337117 -36754 -36754 13373871 0 13373871 10811071 0 10811071 0 10811071 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 NAMI Wisconsin Inc 4233 W Beltline Highway Madison WI 53711 391397227 501(c)(3) 6350 0 N/A N/A Chapter grant- programs NAMI of Greater Toledo 2753 W Central Ave Toledo OH 43606 341723306 501(c)(3) 5350 0 N/A N/A Chapter grant- programs NAMI Louisiana Inc PO Box 40517 Baton Rouge LA 708350517 721114966 501(c)(3) 5000 0 N/A N/A Chapter grant- programs Alliance for the Mentally Ill of Maryland Inc aka NAMI Maryland 10630 Little Patuxent Pkwy Suite 475 Columbia MD 21044 521295484 501(c)(3) 7000 0 N/A N/A Chapter grant- programs NAMI Mt San Jacinto Inc PO Box 716 San Jacinto CA 92583 953709350 501(c)(3) 6000 0 N/A N/A Chapter grant- programs NAMI San Diego 4480 30th Street San Diego CA 92116 330122462 501(c)(3) 6000 0 N/A N/A Chapter grant- programs 6 0 Scholarships to attend NAMI events 3 650 0 N/A N/A NAMI Scientific Research Award 1 12500 0 N/A N/A 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 Executive Director 172557 0 0 0 0 0 8550 0 16718 0 197825 0 0 0 Deborah N Borton Chief Operating Officer 146961 0 1500 0 0 0 7325 0 1490 0 157276 0 0 0 Charles R Harman National Director, Stategic Alliance 144830 0 1500 0 0 0 7047 0 20428 0 173805 0 0 0 Andrew Sperling Director, Federal Policy 136853 0 1500 0 0 0 6471 0 14732 0 159556 0 0 0 Ronald Honberg National Director, Policy 129890 0 1500 0 0 0 6198 0 14533 0 152121 0 0 0 Katrina Gay National Director, Communications 124135 0 1500 0 0 0 6070 0 20006 0 151711 0 0 0 X 14 227061 Traded Market Value 0 1 0 Form 990, Part III, Line 1, Continuation of Organization Mission: Since its inception in 1979, NAMI has established itself as the most formidable grassroots mental health advocacy organization in the country. NAMI provides advocacy, education, support and public awareness so that all individuals and families affected by mental illness can build better lives. NAMI is the foundation for hundreds of NAMI State Organizations, NAMI Affiliates and volunteer leaders who work in local communities across the country to raise awareness and provide essential and free education, advocacy and support group programs. NAMI's website, www.nami.org, features the latest information on mental illnesses, medication and treatment and resources for support and advocacy. Other features include online discussion groups and fact sheets. Form 990, Part III, Line 4a, Program & Membership Support: Accomplishments in 2014 include: NAMI on Campus program continued to grow at a rapid pace in 2014, with 82 active clubs (up from 53 last year) and 219 clubs in the process of being formed. Each active NAMI on Campus club received a toolkit with resources to educate the campus community and a challenge to engage at least 3 other campus clubs to "Take the Pledge" to know the 10 common warning signs of emerging mental illness and how to help a friend. 2014 marked the second year for "Build It Together" a year-long initiative directed by NAMI's Multicultural Action Center that provides technical assistance to NAMI State Organizations to enhance their capacity to foster leadership development, strategic planning, and communications in diverse communities. The five Build it Together states (Kentucky, Louisiana, Massachusetts, Minnesota and Wisconsin) made significant progress towards implementing their diversity plans. Participating State Organizations' pre- and post-participation assessment results demonstrated overall progress towards cultural competence. NAMI also prepared to launch a partnership with Alpha Kappa Alpha, the nation's oldest sorority founded by African American college-trained women, to expand mental health education, awareness, and support activities on college campuses and in local communities. NAMIWalks continued to grow in 2014. Eighty-two events engaged more than 170,000 walkers and supporters who raised nearly $10.4 million to support the programs of NAMI State and local organizations. The funds raised will be used to provide educational and support programs at no cost to those impacted by mental illness and their families. The NAMI Information HelpLine responded to nearly 200,000 requests in 2014 from individuals needing support, referral and information. More than 60 fact sheets on a variety of topics are available along with referrals to NAMI's network of NAMI Affiliates in communities across the country. www.nami.org/helpline o (800) 950-NAMI (6264) NAMI's National Day of Action, held in conjunction with NAMI's Convention, saw participants demanding comprehensive mental health legislation generate over 200 meetings with Congressional offices, 6,082 emails to Congress, 23,108 original Tweets of #Act4Mental Health, and over 422,000 "likes" on an Instagram photo of Demi Lovato holding a NAMI folder with "#Act4MentalHealth." Form 990, Part III, Line 4b, Education, Training & Support: 2014 accomplishments for some of NAMI's programs include: NAMI Homefront: 106 people, representing 12 different states, have been trained via webinar and in-person to teach this free, 6-session educational program for families, caregivers and friends of military service members and vets with mental health conditions. The program is taught by trained family members of service members/veterans living with mental health conditions. Eleven states are represented: Illinois, Maine, Maryland, Michigan, Missouri, New York, North Carolina, Ohio, South Carolina, Virginia and Washington. The first NAMI Homefront course taught in the Syracuse VA Medical Center graduated 21 military and Veteran family members in September. Classes were also completed in New York City, Pendleton, South Carolina and on base at Fort Bragg in North Carolina. NAMI In Our Own Voice (IOOV): A California study on patient satisfaction scores before and after the implementation of regular IOOV presentations in the in-patient unit of the John George Psychiatric Hospital show the impact of the IOOV program. Patient satisfaction scores saw a dramatic increase of 30% after beginning regular IOOV presentations, reaching 85% in the final month of the study. These results are encouraging for other hospitals that are considering regular IOOV presentations in in-patient units. Form 990, Part III, Line 4c, Policy/Advocacy: Accomplishments in 2014 include: Releasing Road to Recovery: Employment and Mental Illness (www.nami.org/work), an in-depth report detailing the struggles people with mental illness face gaining and maintaining employment, and models to address those issues. NAMI Smarts for Advocacy held three teacher training sessions in 2014 and trained 50 teachers from 15 different states. The program also taught advocacy skills to 1,378 individuals through 97 workshops in 19 states. NAMI continues to be visible at external conferences focused on CIT and community policing. Laura Usher, NAMI's CIT Program Manager, presented at the 2014 CIT International Conference on "CIT: To Legislate or Not Legislate?" Laura and former NAMI Board President Anand Pandya presented on "Mental Health Interventions in the Aftermath of a Mass Casualty Event" at the annual conference of the International Association of Chiefs of Police. This presentation was focused on the work done with the Newtown Ct. Police Department through NAMI's grant with the COPS Office at the U.S. Department of Justice. Laura Usher and former NAMI Board member Risdon Slate published an article in the journal Federal Probation entitled "Health Coverage for People in the Justice System: the Potential Impact of Obamacare." NAMI's "Coverage for Care" survey assessing the experiences of consumers and families with health insurance generated 2,748 responses. This data, coupled with information from an analysis of mental health benefits in plans offered through state health insurance marketplaces will serve as the basis for a report entitled A Long Road Ahead: Achieving True Parity in Mental Health and Substance Use Care on the status of mental health parity to be released in March 2015. 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 11 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.