NAMI SAN DIEGO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NAMI SAN DIEGO (EIN 33-0122462)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201441339349304659
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T15:21:15-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930623286 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 S JUNIPER STREET SUITE 100 | AddressLine1 |
| City | ESCONDIDO | City |
| State | CA | State |
| ZIP Code | 92025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330122462 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAMI SAN DIEGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NAMI | NameControl |
| Phone | 8586346580 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5095 MURPHY CANYON ROAD NO 320 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHANNON JACCARD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8586346580 | Phone |
| Date Signed | 2014-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELSA A ROMERO | Name |
| PTIN | P00485021 | PTIN |
| Phone | 7607461560 | Phone |
| Date Prepared | 2014-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | SHANNON JACCARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5095 MURPHY CANYON ROAD NO 320 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3223125 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NAMISANDIEGO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | EDUCATION, SUPPORT & ADVOCACY TO IMPROVE THE QUALITY OF LIFE FOR EVERYONE AFFECTED BY MENTAL ILLNESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 44 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2166664 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2342705 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2128 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4939 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10 | InvestmentIncomePriorYear |
| Investment Income Current Year | 462723 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -10769 | OtherRevenuePriorYear |
| Other Revenue Current Year | -71438 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2158033 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2738929 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1082585 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1211803 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 62293 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 994599 | OtherExpensePriorYear |
| Other Expenses Current Year | 981395 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2077184 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2193198 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 80849 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 545731 | RevenuesLessExpensesCY |
| Total Assets BOY | 1180263 | TotalAssetsBOY |
| Total Assets EOY | 1736647 | TotalAssetsEOY |
| Total Liabilities BOY | 352285 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 362938 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 827978 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1373709 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AT THE HEART OF NAMI SAN DIEGO'S MISSION IS THE SHARING OF INFORMATION AND STRIVING TO END THE STIGMA ASSOCIATED WITH MENTAL ILLNESS. TO THIS END, WE OFFER A HELPLINE, SUPPORT GROUPS, EDUCATIONAL MEETINGS, NEWSLETTERS, A LENDING LIBRARY, AND A NUMBER OF CLASSES ON MENTAL ILLNESS HELD AT VARIOUS LOCATIONS THROUGHOUT SAN DIEGO COUNTY.WE HAVE A THREEFOLD MISSION:SUPPORT PEOPLE WITH MENTAL ILLNESSES AND THEIR FAMILIES BY HELPING THEM FIND COPING MECHANISMS FOR THEIR DAILY STRUGGLE WITH BRAIN DISORDERS. EDUCATE PEOPLE WHO HAVE MENTAL ILLNESS, THEIR FAMILIES, AND THE GENERAL PUBLIC ABOUT MENTAL ILLNESS WITH THE GOAL OF DISPELLING IGNORANCE AND STIGMA. ADVOCATE FOR MORE RESEARCH AND AN IMPROVED SYSTEM OF MENTAL HEALTH SERVICES ACROSS THE NATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 638442 | Expense |
| Description | HOPE CONNECTIONS PROVIDED PEER AND FAMILY COACHING AND SUPPORT AT THE COUNTY OF SAN DIEGO PSYCHIATRIC HOSPITAL, 3 COUNTY MENTAL HEALTH CLINICS, AND THROUGHOUT THE COMMUNITY SERVING 2979 PEER AND FAMILY MEMBERS. FAMILY AND PEER EDUCATION PROGRAMS PROVIDE A "BEST PRACTICES" 12 WEEK COURSE FOR FAMILY AND FRIENDS OF PEOPLE LIVING WITH MENTAL ILLNESS. THIS YEAR THERE WERE 384 GRADUATES. COURSES WERE OFFERED IN SPANISH, VIETNAMESE AND ARABIC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 301093 | Expense |
| Description | COMMUNITY DEVELOPMENT PROGRAMS INCLUDE A HELPLINE THAT REACHED 5,000 INDIVIDUALS; "IN OUR OWN VOICE" REACHED 2,277 INDIVIDUALS WHO LEARNED ABOUT MENTAL ILLNESS THROUGH THE PERSONAL STORY OF INDIVIDUALS RECOVERING FROM MENTAL ILLNESS; "ENDING THE SILENCE" TOUCHED 1200 MIDDLE AND HIGH SCHOOL STUDENTS WHO LEARNED BASIC FACTS ABOUT MENTAL ILLNESS, HOW TO IDENTIFY IT AND HOW TO HELP THEMSELVES OR A FELLOW CLASSMATE; "FRIENDS IN THE LOBBY", THAT REACHED 700 FAMILY MEMBERS IN 7 AREA HOSPITALS; "ELDER MULTICULTURAL ACCESS AND SUPPORT PROGRAM" WHERE 200 SENIOR CITIZEN'S LIVES WERE IMPROVED THROUGH THE PROVISION OF TRANSLATION AND TRANSPORTATION SERVICES, ADVOCACY, SOCIAL RECREATION SERVICES, REFERRALS AND SUPPORT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 977800 | Expense |
| Description | FINANCIAL SERVICES PROGRAMS PROMOTED RESIDENTIAL STABILITY, SO THOSE CLIENTS WHO ARE IN SPECIFIC CASE MANAGEMENT PROGRAMS CAN MAINTAIN CARE AND TREATMENT ROUTINES. THE SERVICES INCLUDE SHORT-TERM HOUSING ASSISTANCE, PARTIAL RENT ASSISTANCE, AND SHORT-TERM ASSISTANCE WITH UTILITIES, HEALTH INSURANCE COVERAGE, OR OTHER BASIC NEEDS, INVOICE AND PAYMENT COORDINATION FOR CLIENTS IN RESIDENTIAL REHABILITATION FACILITIES, AND REPRESENTATIVE PAYEE SERVICES TO MANAGE DISABILITY FUNDS FOR INDIVIDUALS WHO CURRENTLY ARE NOT ABLE TO DO SO. THESE PROGRAMS SERVE 715 CLIENTS ANNUALLY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 118111 | Expense |
| Revenue | 4939 | Revenue |
| Description | OTHER PROGRAMS PROVIDE EDUCATION, ADVOCACY, AND REFERRALS TO INDIVIDUALS AND THE COMMUNITY ABOUT MENTAL ILLNESSES, MENTAL HEALTH TREATMENT, AND RELATED ISSUES. THE ALBRIGHT INFORMATION AND REFERRAL CENTER IS STAFFED BY FAMILY MEMBERS AND CLIENT VOLUNTEERS TO ANSWER CALLER AND VISITOR QUESTIONS AND TO PROVIDE UNDERSTANDING AND SUPPORT TO ALL AFFECTED BY MENTAL ILLNESSES. THE CENTER HOUSES A LENDING LIBRARY OF BOOKS AND OTHER MEDIA. NAMI ALSO PROVIDES FAMILY-TO-FAMILY, PEER-TO-PEER, AND SCHIZOPHRENIA EDUCATION CLASSES, NAMI SUPPORT GROUPS AND NAMI C.A.R.E. GROUPS, PARENTS AND TEACHERS AS ALLIES, IN OUR OWN VOICE, AND OTHER AWARENESS PROGRAMS ON A REGULAR BASIS. APPROXIMATELY 16,000 ATTENDED WORKSHOPS AND RESOURCE FAIRS.NAMI SAN DIEGO FAMILY AND PEER SUPPORT HELPLINE. PROVIDES EDUCATION, INFORMATION, AND REFERRALS TO BUILD CALLERS' ABILITY TO OBTAIN PROPER SERVICES AND COPE WITH LIFE SITUATIONS. APPROXIMATELY 100,000 PEOPLE USED OUR HELPLINE WEBSITE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 118111 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 4939 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2035446 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 44 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARLA M TRAPP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8586346580 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5095 MURPHY CANYON ROAD SUITE 320 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANNETTE WITT | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| JOHN MCMANAMY | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| LOUISE GROSZKRUGER | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| ANDY KAISER | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| DONALD BERK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STAN COLLINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KRISTIN HAMSTROM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLIE HEARN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE KOH MD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID MILLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LINDSEY WINTHROP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHANNON JACCARD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 70000 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 70000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 3962 | FederatedCampaigns |
| Membership Dues | 5460 | MembershipDues |
| Fundraising Events | 214617 | FundraisingEvents |
| Government Grants | 2028139 | GovernmentGrants |
| All Other Contributions | 90527 | AllOtherContributions |
| Total Contributions | 2342705 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4939 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4939 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4939 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41 | TotalRevenueColumn |
| Exclusion | $41 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 850000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 387318 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 462682 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 462682 | TotalRevenueColumn |
| Exclusion | $462,682 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 25440 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 214617 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 96878 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -71438 | TotalRevenueColumn |
| Exclusion | -$71,438 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2738929 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4939 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $391,285 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81000 | Total |
| Program Services | 64512 | ProgramServices |
| Management And General | 4212 | ManagementAndGeneral |
| Fundraising | 12276 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 985831 | Total |
| Program Services | 934768 | ProgramServices |
| Management And General | 20797 | ManagementAndGeneral |
| Fundraising | 30266 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44663 | Total |
| Program Services | 42213 | ProgramServices |
| Management And General | 816 | ManagementAndGeneral |
| Fundraising | 1634 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100309 | Total |
| Program Services | 95444 | ProgramServices |
| Management And General | 933 | ManagementAndGeneral |
| Fundraising | 3932 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20351 | Total |
| Program Services | 19360 | ProgramServices |
| Management And General | 227 | ManagementAndGeneral |
| Fundraising | 764 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124963 | Total |
| Program Services | 78292 | ProgramServices |
| Management And General | 45833 | ManagementAndGeneral |
| Fundraising | 838 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5108 | Total |
| Program Services | 2858 | ProgramServices |
| Management And General | 2250 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62090 | Total |
| Program Services | 56626 | ProgramServices |
| Management And General | 1539 | ManagementAndGeneral |
| Fundraising | 3925 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33331 | Total |
| Program Services | 29542 | ProgramServices |
| Management And General | 1026 | ManagementAndGeneral |
| Fundraising | 2763 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25657 | Total |
| Program Services | 25532 | ProgramServices |
| Fundraising | 125 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11897 | Total |
| Program Services | 11401 | ProgramServices |
| Fundraising | 496 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM POOLS | 577862 | 577862 | 0 | 0 |
| STAFF, VOLUNTEER, BOARD | 43068 | 39606 | 3457 | 5 |
| MISCELLANEOUS | 31424 | 17919 | 10280 | 3225 |
| EQUIPMENT/BUILDING MAIN | 25017 | 23395 | 550 | 1072 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20627 | Total |
| Program Services | 16116 | ProgramServices |
| Management And General | 3539 | ManagementAndGeneral |
| Fundraising | 972 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2193198 | Total |
| Program Services | 2035446 | ProgramServices |
| Management And General | 95459 | ManagementAndGeneral |
| Fundraising | 62293 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51997 | BOY |
| EOY | 22311 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482712 | BOY |
| EOY | 1373384 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250085 | BOY |
| EOY | 329561 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8150 | BOY |
| EOY | 11391 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387319 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1180263 | BOY |
| EOY | 1736647 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117710 | BOY |
| EOY | 158436 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234575 | BOY |
| EOY | 204502 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352285 | BOY |
| EOY | 362938 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 774093 | BOY |
| EOY | 1340463 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23243 | BOY |
| EOY | 2604 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30642 | BOY |
| EOY | 30642 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827978 | BOY |
| EOY | 1373709 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1180263 | BOY |
| EOY | 1736647 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 545731 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1784318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1404762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1617901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2166664 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2342705 | CurrentTaxYear |
| Total | 9316350 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1784318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1404762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1617901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2166664 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2342705 | CurrentTaxYear |
| Total | 9316350 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 9316350 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4852 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1155 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 338 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41 | CurrentTaxYear |
| Total | 6396 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 85648 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 93288 | CurrentTaxYearMinus2Years |
| Total | 304625 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9627371 | TotalSupport |
| Gross Receipts From Admissions Etc | 21160 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96770 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95440 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147142 | BeginningOfYearBalance |
| End Of Year Balance | 147142 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147142 | BeginningOfYearBalance |
| End Of Year Balance | 147142 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147142 | BeginningOfYearBalance |
| End Of Year Balance | 147142 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147142 | BeginningOfYearBalance |
| End Of Year Balance | 147142 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147142 | BeginningOfYearBalance |
| End Of Year Balance | 147142 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.79180 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.20820 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUST LIABILITY | Description |
| Amount | $204,502 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 204502 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2738929 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2738929 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2738929 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2193198 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2193198 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2193198 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE PERMANENTLY RESTRICTED ASSETS ARE HELD IN A SCHOLARSHIP ENDOWMENT FUND. THE UNRESTRICTED NET ASSETS ARE IN A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE ORGANIZATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2013. . |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NAMI WALK | NameOfEvent1 |
| Gross Receipts Event1 | 155701 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 155701 | CharitableContributionsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 37690 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNUAL DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 25846 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11371 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 14475 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 14669 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 0 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 58510 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 47545 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 10965 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 44519 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 240057 | GrossReceiptsTotal |
| Charitable Contributions Total | 214617 | CharitableContributionsTotal |
| Gross Revenue Total Events | 25440 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 14669 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 82209 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 96878 | DirectExpenseSummaryEvents |
| Net Income Summary | -71438 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS PAYING MEMBERS WHO VOTE FOR THE BOARD OF DIRECTORS AT THE ANNUAL MEMBERSHIP MEETING EACH YEAR IN DECEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS SENT TO THE GOVERNING BODY FOR REVIEW PRIOR TO SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD MEMBERS ANNUALLY AND EACH BOARD MEMBER MUST SIGN OFF ANNUALLY. NEW BOARD MEMBERS MUST SIGN AND RETURN A COPY OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS THE EXECUTIVE DIRECTORS SALARY IN EXECUTIVE SESSION ANNUALLY. THE BOARD CONSIDERS SALARIES OF OTHER SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ANNUAL REPORT ON OUR WEBSITE CONTAINS THE MOST RECENT AUDITED FINANICAL STATEMENTS. THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THERE HAVE NOT BEEN ANY CHANGES FROM THE PRIOR YEAR. |
Comments