2013-02-14T15:33:03-06:00 2012-06-30 930623286 AKT LLP 312 S JUNIPER STREET SUITE 100 ESCONDIDO CA 92025 990 2011-07-01 330122462 NAMI SAN DIEGO NAMI 6195845567 4480 30TH STREET SAN DIEGO CA 92116 SHANNON JACCARD 6195845567 2013-01-16 1 ELSA A ROMERO P00485021 7607461560 2013-01-16 2011 2016-03-07 17:11:31Z SHANNON JACCARD 4480 30TH STREET SAN DIEGO CA 92116 2182777 0 X WWW.NAMISANDIEGO.ORG X 1978 CA EDUCATION, SUPPORT & ADVOCACY TO IMPROVE THE QUALITY OF LIFE FOR EVERYONE AFFECTED BY MENTAL ILLNESS. 11 11 40 200 0 0 1617901 2166664 14093 2128 338 10 93288 -10769 1725620 2158033 0 0 0 0 674159 1082585 0 0 58126 1010621 994599 1684780 2077184 40840 80849 1021129 1180263 274000 352285 747129 827978 X 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. 1 0 125336 PROJECT PAYEE PROGRAM PROVIDES REPRESENTATIVE PAYEE SERVICES, PAYEE CASE MANAGEMENT SERVICES AND FLEXIBLE FUND MANAGEMENT SERVICES TO INDIVIDUALS WITH SERIOUS MENTAL ILLNESS BY RECEIVING AND PAYING OUT THEIR DISABILITY BENEFITS TO ASSURE THAT THE BENEFITS ARE USED TO MEET BASIC NEEDS. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO THROUGH MENTAL HEALTH SYSTEMS, INC. 52585 C.A.R.E. REPRESENTATIVE PAYEE PROGRAM PROVIDES BUDGET PLANNING, FUNDS MANAGEMENT AND CHECK WRITING SERVICES TO HIV POSITIVE INDIVIDUALS WITH MENTAL HEALTH ISSUES, DEVELOPMENTAL IMPAIRMENTS, OR OTHER DISABILITIES THAT IMPACT THEIR ABILITY TO MANAGE THEIR OWN FUNDS. THE SERVICES ARE PROVIDED IN COORDINATION WITH THE RESPECTIVE CASE MANAGEMENT PROGRAM. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO WITH THE RYAN WHITE C.A.R.E. ACT (RWCA) FUNDS. 48826 EMERGENCY FINANCIAL ASSISTANCE PROGRAM PROVIDES SHORT-TERM FINANCIAL ASSISTANCE FOR HIV POSITIVE CLIENTS WHO ARE FACING IMMINENT THREAT OF LOSING UTILITIES, HEALTH INSURANCE CONTINUATION, ADEQUATE FOOD, OR SERVICES FOR OTHER BASIC NEEDS. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO WITH THE RYAN WHITE C.A.R.E. ACT (RWCA) FUNDS. 181835 EMERGENCY HOUSING ASSISTANCE PROGRAM PROVIDES ASSISTANCE WITH SHORT-TERM HOUSING TO HIV POSITIVE INDIVIDUALS VIA PAYMENTS FOR HOTEL, RENT, AND SECURITY DEPOSITS. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO WITH THE RYAN WHITE C.A.R.E. ACT (RWCA) FUNDS. 161738 PARTIAL ASSISTANCE RENT SUBSIDY (PARS) IS A SHORT-TERM, PARTIAL RENTAL ASSISTANCE PROGRAM DESIGNED TO TRANSITION HIV POSITIVE CLIENTS TO MORE STABLE HOUSING ARRANGEMENTS. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO WITH THE RYAN WHITE C.A.R.E. ACT (RWCA) FUNDS. 432959 INTENSIVE CASE MANAGEMENT SUPPORT (ICM) PROVIDES TIMELY REIMBURSEMENTS TO THIRD PARTY AGENCIES THAT PROVIDE SERVICES TO HIV POSITIVE INDIVIDUALS THAT HAVE PROBLEMS WITH SUBSTANCE ABUSE AND HOUSING ISSUES. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO WITH THE RYAN WHITE C.A.R.E. ACT (RWCA) AND HOUSING AND URBAN DEVELOPMENT HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) FUNDS. 66254 FAMILY EDUCATION SERVICES PROGRAM PROVIDES COUNTYWIDE FAMILY EDUCATION ABOUT SERIOUS MENTAL ILLNESS. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO. 38365 THE CALIFORNIA ENDOWMENT (TCE/DPI) GRANT PROVIDES FUNDING FOR DIVERSE PARTICIPATION INITIATIVE TO ENHANCE NAMI'S CULTURAL CAPACITY, READINESS TO SERVE THE LATINO COMMUNITY AND OUTREACH INTO THE LATINO COMMUNITY. 173171 2128 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. 188943 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. 465793 THE HOPE TEAM PROVIDES CLIENTS AND FAMILY MEMBERS WHO VISIT THE COUNTY EMERGENCY PSYCHIATRIC UNITS (EPU), AND DESIGNATED MENTAL HEALTH CLINICS WITH ONSITE SUPPORT AND ASSISTANCE WITH RESOURCES FOR SUCCESSFUL RECOVERY AND REENTRY INTO THE COMMUNITY. THE HOPE TEAM CONSISTS OF TRAINED PEER SPECIALISTS, FAMILY MEMBER SPECIALIST, AND RN'S WHO HAVE LIVED EXPERIENCE WITH SERIOUS MENTAL ILLNESS. THE PROGRAM PROVIDES ASSISTANCE WITH REFERRALS TO COMMUNITY MENTAL HEALTH RECOVERY EDUCATION, AND SUPPORT PROGRAMS AS WELL AS HELP WITH COMMON COMMUNITY REENTRY RESOURCES AND ASSISTANCE FOR CLIENTS AND FAMILIES. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO. 1709058 2128 1935805 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 1 40 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X X SHERRY ROBINET 6193989852 4480 30TH STREET SAN DIEGO CA 92116 LISA PONFICK 2.00 X X 0 0 0 JOHN MCMANAMY 2.00 X X 0 0 0 LOUISE GROSZKRUGER 2.00 X X 0 0 0 ANNETTE WITT 2.00 X X 0 0 0 DONALD BERK 1.00 X 0 0 0 KRISTIN HAMSTROM CASEY 1.00 X 0 0 0 STAN COLLINS 1.00 X 0 0 0 STEVE KOH 1.00 X 0 0 0 DAVID MILLER 1.00 X 0 0 0 LINDSEY WINTHROP 1.00 X 0 0 0 ANDY KAISER 1.00 X 0 0 0 SHANNON JACCARD 40.00 X 52179 0 0 52179 0 0 0 0 0 0 0 4270 6982 169595 1939517 46300 2166664 OTHER REVENUE 900099 2128 2128 2128 10 10 13975 169595 24744 -10769 -10769 2158033 2128 0 -10759 69475 34737 17369 17369 878878 851829 2652 24397 47282 46181 1101 86950 83031 865 3054 18815 18815 42814 40885 347 1582 1708 418 1000 290 65458 60608 1396 3454 10017 8029 348 1640 14835 14466 293 76 2200 2200 15823 12526 577 2720 13895 13895 INTENSIVE CARE MANAGEME 390184 390184 0 0 EA, EH AND PARS MANAGEM 255991 255991 0 0 PROGRAM SERVICES 47420 47420 0 0 EQUIPMENT/BUILDING MAIN 43054 41777 133 1144 72385 47723 23363 1299 2077184 1935805 83253 58126 57468 51997 385745 482712 167928 250085 6846 8150 530201 142882 403142 387319 1021129 1180263 136876 117710 137124 234575 274000 352285 X 702319 774093 14168 23243 30642 30642 747129 827978 1021129 1180263 80849 0 X X 0 1 1 X 1 1 X 1680833 1784318 1404762 1617901 2166664 8654478 1680833 1784318 1404762 1617901 2166664 8654478 8654478 4839 4852 1155 338 10 11194 97376 125689 85648 93288 402001 9067673 16221 0.95440 0.99610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147142 147142 147142 147142 147142 147142 147142 147142 0.79180 0.20820 0 0 170000 170000 348665 131346 217319 11536 11536 0 387319 TRUST LIABILITY 234575 234575 2158033 2077184 80849 80849 2158033 0 2158033 0 2158033 2077184 0 2077184 0 2077184 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: 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, 2012. NAMI WALK 165390 165390 12747 ANNUAL DINNER 18180 4205 13975 409 9674 1914 183570 169595 13975 409 9674 14661 24744 -10769 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE HOPE TEAM PROVIDES CLIENTS AND FAMILY MEMBERS WHO VISIT THE COUNTY EMERGENCY PSYCHIATRIC UNITS (EPU), AND DESIGNATED MENTAL HEALTH CLINICS WITH ONSITE SUPPORT AND ASSISTANCE WITH RESOURCES FOR SUCCESSFUL RECOVERY AND REENTRY INTO THE COMMUNITY. THE HOPE TEAM CONSISTS OF TRAINED PEER SPECIALISTS, FAMILY MEMBER SPECIALIST, AND RN'S WHO HAVE LIVED EXPERIENCE WITH SERIOUS MENTAL ILLNESS. THE PROGRAM PROVIDES ASSISTANCE WITH REFERRALS TO COMMUNITY MENTAL HEALTH RECOVERY EDUCATION, AND SUPPORT PROGRAMS AS WELL AS HELP WITH COMMON COMMUNITY REENTRY RESOURCES AND ASSISTANCE FOR CLIENTS AND FAMILIES. THE PROGRAM IS FUNDED BY THE COUNTY OF SAN DIEGO. 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 NO CHANGE FROM PRIOR YEAR