NAMI NATIONAL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NAMI NATIONAL (EIN 43-1201653)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-29
- IRS object ID
- 201401199349300535
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-29T14:36:54-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1 |
| City | Vienna | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431201653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAMI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAMI | BusinessNameControlTxt |
| Phone | 7035247600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 North Fairfax Drive No 100 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Levy | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 7035247600 | PhoneNum |
| Signature | 2014-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2014-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael Fitzpatrick | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 North Fairfax Drive No 100 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,912,588 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nami.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | Dedicated to improving the lives of persons and their families living with serious mental illness. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 93 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,375,875 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,605,802 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,460,671 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,682,509 | CYProgramServiceRevenueAmt |
| PY Investment Income | $354,670 | PYInvestmentIncomeAmt |
| CY Investment Income | $197,675 | CYInvestmentIncomeAmt |
| PY Other Revenue | $215,127 | PYOtherRevenueAmt |
| CY Other Revenue | $189,938 | CYOtherRevenueAmt |
| PY Total Revenue | $10,406,343 | PYTotalRevenueAmt |
| CY Total Revenue | $10,675,924 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,990 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $83,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,383,091 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,735,617 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,185,135 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,673,609 | PYOtherExpensesAmt |
| CY Other Expenses | $3,729,434 | CYOtherExpensesAmt |
| PY Total Expenses | $10,120,690 | PYTotalExpensesAmt |
| CY Total Expenses | $10,548,826 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $285,653 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $127,098 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,439,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,119,478 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,197,288 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,532,809 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,242,205 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,586,669 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,290,846 | ExpenseAmt |
| Grant | $56,850 | GrantAmt |
| Revenue | $1,664,133 | RevenueAmt |
| Desc | 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 increased its programs for specific communities, reflecting the organization's strategy to broaden its base for organizational service and growth, both generationally and in diversity. See Schedule O for additional Program & Membership Support accomplishments in 2013. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,032,229 | ExpenseAmt |
| Grant | $3,000 | GrantAmt |
| Desc | 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 185,000 people participated in a NAMI sponsored education class in 2013. NAMI offers help and a sense of community for parents, family caregivers, veterans, health care providers and persons living with mental illness. NAMI provides training, curricula, materials and technical assistance to thousands of volunteer teachers, trainers and facilitators who are committed to bringing these programs into their local communities. See Schedule O for additional Education, Training & Support accomplishments in 2013. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,688,159 | ExpenseAmt |
| Grant | $23,925 | GrantAmt |
| Revenue | $183,589 | RevenueAmt |
| Desc | 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 additional Policy/Advocacy accomplishments in 2013. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,011,234 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 170 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 93 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035247600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3803 North Fairfax Drive No 100 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Keris Myrick | |||||||
| President | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kevin Sullivan | |||||||
| First VP (Outgoing) | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jim Payne | |||||||
| First VP (Incoming) | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Linda Jensen | |||||||
| Second VP | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ralph Nelson | |||||||
| Treasurer | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Marilyn Ricci | |||||||
| Secretary (Incoming) | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Clarence Jordan | |||||||
| Secretary (Outgoing) | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lacey Berumen | |||||||
| Director (Incoming) | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Kym Bolado | |||||||
| Director | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Joyce Burland | |||||||
| Director (Incoming) | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Caruso | |||||||
| Director | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Janet Edelman | |||||||
| Director | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Dana Foglesong | |||||||
| Director (Incoming) | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Victoria Gonzales | |||||||
| Director | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Gary Mihelish | |||||||
| Director | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Ron Morton | |||||||
| Director | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Gloria Walker | |||||||
| Director | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Weaver | |||||||
| Director | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Clarice Raichel | |||||||
| Director (Outgoing) | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Moe Armstrong | |||||||
| Director (Outgoing) | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Fitzpatrick | |||||||
| Executive Director | 50.00 | Yes (X) | $207,045 | $0 | $26,170 | ||
| Deborah Borton | |||||||
| Chief Operating Officer | 50.00 | Yes (X) | $146,818 | $0 | $7,853 | ||
| David Levy | |||||||
| Chief Financial Officer | 50.00 | Yes (X) | $112,556 | $0 | $18,095 | ||
| Jean-Michel Texier | |||||||
| Chief Information Officer | 50.00 | Yes (X) | $124,706 | $0 | $19,158 | ||
| Charles Harman | |||||||
| Nat'l Dir. of Strat. Alliances & Dev. | 50.00 | $145,800 | $0 | $24,956 | Yes (X) | ||
| Andrew Sperling | |||||||
| Director of Legislative Affairs | 50.00 | $137,302 | $0 | $19,763 | Yes (X) | ||
| Ronald Honberg | |||||||
| Nat'l Dir. of Policy & Legal Affairs | 50.00 | $129,727 | $0 | $18,865 | Yes (X) | ||
| Ken Duckworth | |||||||
| Medical Director | 20.00 | $125,253 | $0 | $7,869 | Yes (X) | ||
| Katrina Gay | |||||||
| National Director, Communications | 50.00 | $124,444 | $0 | $24,145 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,253,651 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $166,874 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | Province Or StateContractorAddress/ForeignAddress/ProvinceOrState | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| Action Mailing & Printing Solutions | ||||||||||
| 3165 W Heartland Drive | Liberty | MO | 64068 | Printing/Mail Service | $399,905 | |||||
| Avectra | ||||||||||
| 7901 Jones Branch Drive | McLean | VA | 22102 | Software Developer | $169,288 | |||||
| Century Direct | ||||||||||
| 3000 47th Avenue 3rd Floor | Long Island | NY | 111013415 | Printing/Mail Service | $164,928 | |||||
| ArtezInteractive | ||||||||||
| Software Developer | $108,128 | 215 Spadina Avenue | Toronto | Ontario | CA | M5T 2CT | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $124,630 | FederatedCampaignsAmt |
| Membership Dues | $393,572 | MembershipDuesAmt |
| All Other Contributions | $8,087,600 | AllOtherContributionsAmt |
| Noncash Contributions | $132,888 | NoncashContributionsAmt |
| Total Contributions | $8,605,802 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Walks | 900099 | $1,059,498 | $1,059,498 | |
| Conference | 900099 | $398,570 | $378,400 | $20,170 |
| Contracts | 900099 | $224,441 | $224,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,682,509 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,821 | TotalRevenueColumnAmt |
| Exclusion | $94,821 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,204 | TotalRevenueColumnAmt |
| Exclusion | $2,204 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $326,084 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $223,230 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,854 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,854 | TotalRevenueColumnAmt |
| Exclusion | $102,854 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $177,872 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,434 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $164,438 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Honorariums | 900099 | $19,850 | $19,850 | |
| Other Revenue | 900099 | $3,446 | $1,095 | $2,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,296 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,675,924 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,847,722 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $222,400 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,400 | TotalAmt |
| Program Services | $68,400 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,375 | TotalAmt |
| Program Services | $5,375 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,401 | TotalAmt |
| Program Services | $250,982 | ProgramServicesAmt |
| Management And General | $369,146 | ManagementAndGeneralAmt |
| Fundraising | $42,273 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,911,179 | TotalAmt |
| Program Services | $3,833,935 | ProgramServicesAmt |
| Management And General | $614,831 | ManagementAndGeneralAmt |
| Fundraising | $462,413 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,961 | TotalAmt |
| Program Services | $133,511 | ProgramServicesAmt |
| Management And General | $24,370 | ManagementAndGeneralAmt |
| Fundraising | $15,080 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,996 | TotalAmt |
| Program Services | $440,524 | ProgramServicesAmt |
| Management And General | $82,388 | ManagementAndGeneralAmt |
| Fundraising | $48,084 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,080 | TotalAmt |
| Program Services | $305,842 | ProgramServicesAmt |
| Management And General | $73,980 | ManagementAndGeneralAmt |
| Fundraising | $38,258 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,801 | TotalAmt |
| Program Services | $5,021 | ProgramServicesAmt |
| Management And General | $16,780 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,390 | TotalAmt |
| Program Services | $5,847 | ProgramServicesAmt |
| Management And General | $19,543 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,082 | TotalAmt |
| Program Services | $6,006 | ProgramServicesAmt |
| Management And General | $20,076 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,457 | TotalAmt |
| Program Services | $372,485 | ProgramServicesAmt |
| Management And General | $32,911 | ManagementAndGeneralAmt |
| Fundraising | $42,061 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,915 | TotalAmt |
| Program Services | $672,336 | ProgramServicesAmt |
| Management And General | $166,249 | ManagementAndGeneralAmt |
| Fundraising | $300,330 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,008 | TotalAmt |
| Program Services | $51,766 | ProgramServicesAmt |
| Management And General | $131,864 | ManagementAndGeneralAmt |
| Fundraising | $16,378 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,215 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $656,215 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,071 | TotalAmt |
| Program Services | $408,786 | ProgramServicesAmt |
| Management And General | $4,252 | ManagementAndGeneralAmt |
| Fundraising | $38,033 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,926 | TotalAmt |
| Program Services | $293,000 | ProgramServicesAmt |
| Management And General | $6,293 | ManagementAndGeneralAmt |
| Fundraising | $5,633 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,356 | TotalAmt |
| Management And General | $337,356 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues and subscriptions | $71,156 | $45,524 | $2,260 | $23,372 |
| Miscellaneous | $20,894 | $21,287 | -$3,112 | $2,719 |
| Taxes and registrations | $18,163 | $3,989 | $14,150 | $24 |
| Overhead allocation | $0 | $1,066,618 | -$1,217,095 | $150,477 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,548,826 | TotalAmt |
| Program Services | $8,011,234 | ProgramServicesAmt |
| Management And General | $1,352,457 | ManagementAndGeneralAmt |
| Fundraising | $1,185,135 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,657,843 | BOYAmt |
| EOY | $3,067,295 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,808 | BOYAmt |
| EOY | $800,588 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,888 | BOYAmt |
| EOY | $46,701 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,591 | BOYAmt |
| EOY | $259,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,364,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,344,263 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,165,159 | BOYAmt |
| EOY | $1,020,329 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,654,853 | BOYAmt |
| EOY | $5,876,698 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,451 | BOYAmt |
| EOY | $1,216 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,900 | BOYAmt |
| EOY | $46,900 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,439,493 | BOYAmt |
| EOY | $11,119,478 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,129,504 | BOYAmt |
| EOY | $1,507,136 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,155 | BOYAmt |
| EOY | $111,230 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,629 | BOYAmt |
| EOY | $914,443 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,197,288 | BOYAmt |
| EOY | $2,532,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,187,239 | BOYAmt |
| EOY | $5,256,600 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,510,203 | BOYAmt |
| EOY | $2,782,806 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,763 | BOYAmt |
| EOY | $547,263 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,242,205 | BOYAmt |
| EOY | $8,586,669 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,439,493 | BOYAmt |
| EOY | $11,119,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $127,098 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $217,366 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,624,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,142,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,004,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,375,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,605,802 | CurrentTaxYearAmt |
| Total | $41,754,305 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,624,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,142,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,004,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,375,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,605,802 | CurrentTaxYearAmt |
| Total | $41,754,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,031,796 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,722,509 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $277,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $127,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,025 | CurrentTaxYearAmt |
| Total | $711,246 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,296 | CurrentTaxYearAmt |
| Total | $223,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,689,184 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,812,433 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $52,798 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $52,798 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,459,272 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,512,070 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $675,604 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $168,901 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $695,673 | CurrentYearMinus3Amt |
| Current Year Minus2 | $656,484 | CurrentYearMinus2Amt |
| Current Year Minus1 | $656,035 | CurrentYearMinus1Amt |
| Current Year | $675,604 | CurrentYearAmt |
| Total | $2,683,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,025,694 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $41,878 | CurrentYearMinus3Amt |
| Current Year Minus2 | $43,441 | CurrentYearMinus2Amt |
| Current Year Minus1 | $48,459 | CurrentYearMinus1Amt |
| Current Year | $52,798 | CurrentYearAmt |
| Total | $186,576 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $173,918 | CurrentYearMinus3Amt |
| Current Year Minus2 | $164,121 | CurrentYearMinus2Amt |
| Current Year Minus1 | $164,009 | CurrentYearMinus1Amt |
| Current Year | $168,901 | CurrentYearAmt |
| Total | $670,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,006,424 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $544,763 | BeginningYearBalanceAmt |
| Contributions | $2,500 | ContributionsAmt |
| Investment Earnings Or Losses | $69,608 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $69,608 | OtherExpendituresAmt |
| End Year Balance | $547,263 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $590,444 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,943 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,624 | OtherExpendituresAmt |
| End Year Balance | $544,763 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $584,135 | BeginningYearBalanceAmt |
| Contributions | $4,600 | ContributionsAmt |
| Investment Earnings Or Losses | $15,602 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,893 | OtherExpendituresAmt |
| End Year Balance | $590,444 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $393,545 | BeginningYearBalanceAmt |
| Contributions | $151,867 | ContributionsAmt |
| Investment Earnings Or Losses | $50,880 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,157 | OtherExpendituresAmt |
| End Year Balance | $584,135 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $325,477 | BeginningYearBalanceAmt |
| Contributions | $35,918 | ContributionsAmt |
| Investment Earnings Or Losses | $38,572 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,422 | OtherExpendituresAmt |
| End Year Balance | $393,545 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $804,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $334,193 | DepreciationAmt |
| Book Value | $470,707 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,559,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,010,070 | DepreciationAmt |
| Book Value | $549,622 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,020,329 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Charitable Gift Annuities | $218,705 |
| Deferred Rent and Lease Incentive | $695,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $914,443 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,893,290 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $217,366 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $217,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,675,924 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,675,924 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,548,826 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,548,826 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,548,826 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Research Award | TypeOfAssistanceTxt |
| Region | East Asia and the Pacific | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $10,000 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire Transfer | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | This was a research award decided by a Scientific Committee for Research into Mental Illness. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAMI Wisconsin Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4233 W Beltline Highway | AddressLine1 |
| City | Madison | City |
| State | WI | State |
| ZIP Code | 53711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 391397227 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $5,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | Veteran's Programs | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships to attend NAMI events | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $5,375 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | NAMI monitors use of grant funds through review of financial and performance report of grantees. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Fitzpatrick | ||||||||||||||
| Executive Director | $207,045 | $0 | $0 | $0 | $0 | $0 | $10,739 | $0 | $15,431 | $0 | $233,215 | $0 | $0 | $0 |
| Deborah Borton | ||||||||||||||
| Chief Operating Officer | $146,818 | $0 | $0 | $0 | $0 | $0 | $6,613 | $0 | $1,240 | $0 | $154,671 | $0 | $0 | $0 |
| Charles Harman | ||||||||||||||
| Nat'l Dir. of Strat. Alliances & Dev | $145,800 | $0 | $0 | $0 | $0 | $0 | $7,051 | $0 | $17,905 | $0 | $170,756 | $0 | $0 | $0 |
| Andrew Sperling | ||||||||||||||
| Director of Legislative Affairs | $137,302 | $0 | $0 | $0 | $0 | $0 | $6,471 | $0 | $13,292 | $0 | $157,065 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $132,888 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1, Description 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 advocates for access to services, treatment, supports and research and is steadfast in its commitment to raise awareness and build a community for hope for all of those in need. 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: | NAMI on Campus program continued to grow at a rapid pace at colleges and universities. At the end of 2013, NAMI had 53 active clubs, with 173 clubs in the process of being formed. Sixty seven additional college students have expressed interest in forming a club on their campus. In addition, NAMI developed education resources specifically for the North-American Intrafraternity Conference and National Pan Hellenic Council, which represent fraternities and sororities nation-wide. NAMI also continued its support for StrengthofUs.org, an online social community for teens and young adults living with mental illness where they can connect while learning about services, supports and handling the unique challenges and opportunities of transition age years. In 2013, NAMI's Multicultural Action Center launched a year-long capacity-building initiative, "Building Together," in which technical assistance was provided to six NAMI State Organizations for leadership development, strategic planning, and communications for diversity. The Multicultural Action Center also launched "Compartiendo Esperzana," a bilingual program for the Latino community, based on NAMI's "Sharing Hope" program for the African American community. NAMIWalks enjoyed great success in 2013. More than 85 events engaged more than 150,000 walkers and supporters who raised more than $10 million to support local programs. The funds raised will be used to provide educational and support programs at no cost to those impacted by mental illness. The NAMI Information HelpLine responded to nearly 200,000 requests in 2013 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 (800) 950-NAMI (6264) The fall 2013 edition of the Advocate featured a message to NAMI from President Barak Obama, acknowledging the "long and sometimes lonely battle to change the way we treat mental illness in this country." The President expressed his deepest thanks to NAMI for all that the organization does. NAMI's "You Are Not Alone" Public Education Campaign on Mental Illness won the PR News award in "On a Shoe-String Campaign" category. The campaign utilized Web publishing and social media to solicit and promote first-hand written and video testimony from individuals and families affected by mental illness-to fight stigma, inspire others and educate the broader public. The NAMI campaign is considered one of the "best of the best" in communications strategies that will have large cultural impact and be referred to in years to come. |
| Form 990, Part III, Line 4b, Education, Training & Support: | NAMI achieved tremendous milestones in its education programs in 2013. The federal government added NAMI Family-to-Family to the National Registry of Evidence-Based Mental Health Programs. The NAMI Family-to-Family program leads to positive life changes for participants that enable them to feel more in control of their own lives. This is a major accomplishment for any program, but for a course that is provided by trained volunteers with the "lived experience," it is an even greater feat. The results of the study are an endorsement of the quality of the program as well as the competence of the volunteer teachers who have committed their time and energy to adhering to the integrity and fidelity of the model in which they were trained. Other 2013 accomplishments included the launch of NAMI Ending the Silence to inform teens about the signs and symptoms of mental illness and to help combat the stigma and end the silence around mental health issues in this group. The program sends presenters into high school classrooms and is designed to give students an opportunity to learn about mental illness from the lived experience of individuals and family members and short videos. The program is active in 15 states. The NAMI Homefront program was launched in order to more directly serve family members of active military personnel and veterans with symptoms of mental illness. The new program is a six-session adaptation of the evidence-based NAMI Family-to-Family program. In 2014, NAMI will begin to implement this new program in six states. Trained teachers in the program have family members who themselves are service members or veterans who live with mental illness. The program will be held in VA facilities in Maryland, Ohio, New York, North Carolina, South Carolina and Illinois. Future plans include a free online option for presenting the program. NAMI released grants to help eight NAMI State Organizations expand their NAMI Parents and Teachers as Allies programs. This two-hour in-service program helps school professionals identify the warning signs of early-onset mental illnesses in children and adolescents in schools and shares the lived experiences of young persons living with mental illness and their family. NAMI has trained and certified over 3,100 new volunteer teachers who, in turn, have educated more than 120,000 families and individuals through our peer-led programs. A total of 114 VA hospitals and medical centers in 47 states are hosting NAMI classes to provide education, resources, and information about mental illness families of veterans. NAMI has trained more than 525 volunteers who live with mental illness to present their own story in NAMI in Our Own Voice, to over 50,000 audience members. This program is an opportunity for those who have struggled with mental illness to gain confidence and to share their individual experiences of recovery and transformation. Presentations are given to consumer groups, students, law enforcement officials, educators, providers, faith community members, politicians, professionals, inmates, and interested civic groups. |
| Form 990, Part III, Line 4c, Policy/Advocacy: | Accomplishments in 2013 include: NAMI issued its state legislation report, State Legislation 2013: Trends, Themes and Best Practices in Mental Health Legislation. The report surveys legislation enacted by state legislatures in 2013 and summarizes trends, themes and best practices in mental health legislation. The report is intended as a resource for state NAMI leaders as they prepare state legislative advocacy strategies for 2014. NAMI published updated content on Supported Employment to include resources on employment and mental illness, psychiatric disability and reasonable accommodation and models of supported employment. NAMI continues to work on behalf of individuals living with mental illness who come in contact with the criminal justice system. The past year represented the 25th anniversary of the first police Crisis Intervention Team (CIT), which NAMI helped establish in Memphis. Today, there are more than 2,000 CIT programs nationwide. NAMI's CIT Center provides information and technical assistance to law enforcement, mental health professionals and other stakeholders, working to divert people from jails or prisons into treatment. NAMI also worked with a coalition of criminal justice and mental health groups to reauthorize the Mentally Ill Offender Treatment and Crime Reduction Act, federal legislation that supports a variety of approaches to jail diversion and community reentry for individuals in the justice system with mental illness and co-occurring substance use disorders. NAMI's "Got You Covered" was launched to educate on the opportunities and challenges of health care reform implementation. The campaign includes a series of fact sheets and toolkits to help people understand how health care reform impacts those living with mental illness. NAMI participated in an invitation-only White House Interagency Task Force Meeting on Military and Veterans Mental Health and provided feedback and recommendations improving mental health and substance abuse treatment services for veterans, service members and their families. NAMI continues to develop the Resiliency Program: Empowering Women Veterans with emphasis on cultivating relationships with key veterans service organizations and various other stakeholders. The Resiliency Project is a pilot program aimed at developing a model outreach program to improve access to services and benefits for women veterans suffering with post-deployment stress and/or trauma-related mental health disorders. Improved access to services and benefits is expected to foster emotional empowerment by enhancing the ability of women veterans to respond to or bounce back from the stress of war in a healthy and functional way, and successfully transition from military to civilian life. NAMI is increasing its capacity to provide support and resources to female veterans through our grassroots. A second national NAMI Smarts teacher training was held. A total of 26 teachers were trained from 13 states, with a total of 24 states implementing the program. NAMI Smarts is a hands-on advocacy training program that helps people living with mental illness, friends and family transform their passion and lived experience into skillful grassroots advocacy. NAMI released a report describing the importance of Medicaid in mental health service delivery and making the case for Medicaid expansion as the best opportunity states have to strengthen their mental health systems. Up to 30 percent of currently uninsured adults who would receive health care coverage through state Medicaid expansions are individuals living with mental illness. The report included policy recommendations and a number of state-specific appendices with information and statistics about Medicaid mental health services. |
| 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. |
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