2012-04-06T09:20:07-05:00 2011-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2011-01-01 431201653 NAMI NAMI 7035247600 3803 North Fairfax Drive No 100 Arlington VA 22203 Peggy Stedman 7035247600 2012-04-06 1 Darrin S Rogers CPA P00618433 7038930300 2012-04-06 2011 2016-02-24 21:20:13Z Michael Fitzpatrick 3803 North Fairfax Drive No 100 Arlington VA 22203 11442083 0 X www.nami.org X 1979 MO Dedicated to improving the lives of persons and their families living with serious mental illness. 16 16 92 726 0 0 7142990 8004972 1889540 2069233 117587 160485 271249 200950 9421366 10435640 336547 69583 0 0 6166663 6329455 0 0 1191279 4395831 3730642 10899041 10129680 -1477675 305960 9904946 10239488 2266243 2259178 7638703 7980310 X Through support, education, advocacy, and research, NAMI serves the nation and our communities by empowering consumers and families to confront the profound injustices brought by serious mental illness. 0 0 4845915 57583 2579854 Program and Membership Support: NAMI program services provide awareness. NAMI's array of support and public education efforts are focused on educating America about mental illness, offering resources to those in need and insisting that mental illness become a top national priority. Mental Illness Awareness Week, National Minority Mental Health Month and NAMIWalks - the number one mental health awareness and fund-raising program in America - engage individuals in communities across the country. We continue to expand relationships and respond to requests with key leaders in all media outlets through which NAMI messages and priorities are driven. NAMI StigmaBusters' campaign advocates unite to fight inaccurate and harmful representations of mental illness in the media and public arena. NAMI is the authoritative source of information on mental illness for Americans and serves to drive a positive transformation of personal and public culture with print, radio and television impressions each year that carry messages of treatment and recovery; NAMI's website which receives over 7 million unique visitors annually and hosts 165 discussion groups; three national magazines, including one in Spanish and 35 specialty e-newsletters every quarter; NAMI FaithNet and Sharing Hope provide specific outreach to faith communities while an online Veterans Resource Center seeks to address the growing needs of veterans. NAMI Walks engages more than 100,000 participants who walk in 45 states to raise funds and change minds...one step at a time. NAMI's Information HelpLine responds to 55,000 requests annually. NAMI develops and distributes 200,000 brochures each year nationwide. For NAMI state organizations and local affiliates, the National office also serves as a clearinghouse and coordinator of state and local activities, ideas, and products - to provide resources and technical assistance when needed. 1297357 5000 1093356 Education, Training and Peer Support Programs: NAMI offers an array of peer education and training programs and services for consumers, family members, providers, and the general public. NAMI's education and support programs provide relevant information, valuable insight, and the opportunity to engage in support networks. These programs draw on the lived experience of mental health consumers and family members who have learned to live well with their illnesses and have been extensively trained to help others, as well as the expertise of mental heath professionals and educators.Family-to-Family is a free, 12-week course for families, partners and friends of individuals with serious mental illness taught by more than 3,500 trained NAMI family members and caregivers of individuals living with mental illness. The course equips families to understand and work effectively with their own emotional responses to the impact of mental illness in the family. Many family members describe their experience in the program as life-changing. NAMI Family Support Group Program is a free, monthly meeting of caregivers of individuals with a mental illness where family members can talk frankly about their challenges and help one another through their learned wisdom. These meetings are facilitated by trained NAMI members in affiliates across the country, and participants are encouraged to share actively in the work of the group.NAMI Basics is a free, six-week, peer-directed education program developed specifically for parents and other family caregivers of children and adolescents who have either been diagnosed with a serious mental illness/serious emotional disturbance or who are experiencing symptoms but have not yet been diagnosed.Peer-to-Peer is a free, 10-week, peer-led, recovery education course open to any person with a serious mental illness. Peer-to-Peer emphasizes recovery from mental illness as a feasible, supportable goal and challenges the stigma often wrongly associated with mental illness.NAMI Connection is a free, weekly, 90-minute recovery support group for people living with mental illness where people learn from one another's experiences, share coping strategies and offer mutual encouragement and understanding. The groups provide an ongoing opportunity to discuss the challenges of living with mental illness and the techniques for maintaining wellness. All groups are facilitated by peers living in recovery.In Our Own Voice is a unique public education presentation that offers insight into the hope and recovery possible for people living with mental illness. Trained individuals living with mental illness lead a brief, yet comprehensive and interactive, presentation about mental illness.The NAMI Provider Education Program offers 15 hours of in-service training to line staff at public mental health agencies, taught by a trained five member team of family members, individuals living with mental illness and a mental health provider who is either a family member or individual living with mental illness. 1698255 7000 826456 Policy/Advocacy: NAMI is recognized as the preeminent voice on Capitol Hill and in state houses across the country for the millions of Americans living with serious mental illness. NAMI advocates have fought for policy changes that raise the bar on mental illness care and promote treatment and research on par with other illnesses. NAMI's advocacy provides a unique voice for people who live with mental illness and their families in state and federal public and private-sector policies that facilitate research, end discrimination, reduce barriers to successful life in the community and promote timely, comprehensive and effective mental health services and supports. NAMI and grassroots leaders work steadily to influence critical national policy debates as they unfold. The NAMI Policy Team provides advocacy and resources for the NAMI Affiliate grassroots on a wide range of federal and state policy and legal issues impacting people living with serious mental illnesses and their families. Child and Adolescent Action Center works with families who have children and adolescents experiencing mental illnesses. The Multicultural Action Center works to bring education on mental illness and support to diverse and underserved communities. 7841527 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 98 0 92 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL CA CT FL IL GA KS MA MD MN ME MI MO MS ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WI WV X X The Organization 7035247600 3803 North Fairfax Drive No 100 Arlington VA 22203 Kevin Sullivan 15.00 X X 0 0 0 Keris Jan Myrick 10.00 X X 0 0 0 Sheila Amdur 10.00 X X 0 0 0 Henry Acosta 10.00 X X 0 0 0 Guyla Daley 10.00 X X 0 0 0 Ralph Nelson 10.00 X X 0 0 0 Carol Caruso 10.00 X X 0 0 0 Jim Payne 10.00 X X 0 0 0 Linda Jensen 5.00 X 0 0 0 Clarice Raichel 5.00 X 0 0 0 Ron Morton 5.00 X 0 0 0 Moe Armstrong 5.00 X 0 0 0 Lynda Cutrell 5.00 X 0 0 0 Michael Weaver 5.00 X 0 0 0 Clarence Jordan 5.00 X 0 0 0 David Lushbaugh 5.00 X 0 0 0 Janet Edelman 5.00 X 0 0 0 Marilyn Ricci 5.00 X 0 0 0 Kim Bolado 5.00 X 0 0 0 Michael Fitzpatrick 40.00 X 212671 0 21764 Deborah Borton 40.00 X 139874 0 6349 Peggy Stedman 40.00 X 127846 0 6468 Ken Duckworth 40.00 X 124044 0 6683 Charles Harman 40.00 X 136800 0 22340 Katrina Gay 40.00 X 116682 0 21418 Jean-Michel Texier 40.00 X 119113 0 13141 Ronald Honberg 40.00 X 124044 0 16144 Andrew Sperling 40.00 X 131179 0 17445 1232253 0 131752 13 0 1 0 Century Direct 3000 47th Avenue 3rd Floor Long Island City NY 11101 Printing/Mail Service 379246 Hilton Chicago 720 South Michigan Avenue Chicago IL 60605 Hotel/Meeting 210847 Royle Printing 745 S Bird Street Sun Prairie WI 53590 Printing 130064 St Louis Airport Hilton 1330 Natural Bridge Road St Louis MO 63134 Hotel/Meeting 121055 Avectra 7901 Jones Branch Drive McLean VA 22102 Software Developer 117665 5 127408 309906 7567658 87383 8004972 Walks 900099 875983 875983 Contracts 900099 767505 767505 Registrations 900099 425745 425745 2069233 127800 127800 996943 964258 32685 32685 32685 205529 42185 163344 163344 Other Revenue 900099 37606 37606 37606 10435640 2270183 0 160485 41500 41500 28083 28083 514972 204952 274855 35165 4719719 3694816 536181 488722 189523 146184 27511 15828 512881 387397 85842 39642 392360 289035 65440 37885 30721 11348 19373 29020 29020 24526 24526 329980 262286 23124 44570 1162267 813021 81215 268031 232273 109269 108628 14376 662701 592 662084 25 442759 389849 3525 49385 333355 314706 2309 16340 178700 178700 51901 13745 38156 Taxes and Fees 110645 15507 94644 494 Misc. and OH Alloc. 62246 1069618 -1165227 157855 Dues and subscriptions 61871 31942 6968 22961 Temporary Labor 17677 17677 10129680 7841527 1096874 1191279 2085871 2465158 680698 815562 700000 76797 404011 1063156 92260 57549 253454 276144 1966343 1031871 850989 934472 4786008 4501230 4755 2520 46900 46900 9904946 10239488 972176 1089901 256381 135978 1037686 1033299 2266243 2259178 X 4440434 4629555 2658106 2805992 540163 544763 7638703 7980310 9904946 10239488 X 305960 35647 X X 0 1 1 X 1 1 X 11073154 10996723 9624666 7142990 8004972 46842505 11073154 10996723 9624666 7142990 8004972 46842505 13952575 32889930 975607 350423 277316 110768 127800 1841914 72710 51406 69537 44006 37606 275265 48959684 10072648 0.67180 0.61830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43441 43441 10086239 10129680 656484 164121 0 0 439953 778368 695673 656484 2570478 3855717 20717 48963 41878 43441 154999 109988 194592 173918 164121 642619 963929 584135 4600 15602 13893 590444 393545 151867 50880 12157 584135 325477 35918 38572 6422 393545 490750 6900 -168758 3415 325477 0.07740 0.92260 0 0 801794 179602 622192 1164549 852269 312280 934472 Charitable Gift Annunities 265903 Deferred Rent and Lease Incentive 767396 1033299 10435640 10129680 305960 35647 35647 341607 10471287 35647 35647 10435640 0 10435640 10129680 0 10129680 0 10129680 Description of Intended Use of Endowment Funds: 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. Description of Uncertain Tax Positions Under FIN 48: Part X: Management evaluated the Organization's tax positions and concluded that the Organization's financial statements do not include any uncertain tax positions. 1 NAMI Montgomery Co MD 521150412 501(c)(3) 5000 Chapter grant 1 Research awards 1 25000 Scholarship 8 3083 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: NAMI monitors use of grant funds through review of financial and performance report of grantees. X X X X X 0 0 0 0 0 0 0 0 0 Michael Fitzpatrick 207404 0 5267 0 0 0 9191 0 12573 0 234435 0 0 0 Charles Harman 136800 0 0 0 0 0 6680 0 15660 0 159140 0 0 0 X 14 78503 Market price 0 1 0 Form 990, Part VI, Section A, line 4 There were some minor changes to NAMI's Bylaws in 2011. It was reviewed by attorney for compliance to Missouri laws and approved by the Board. 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 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 Executive Director'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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 35,647. Form 990, Part XI, 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.