2026-03-12T08:55:36-05:00 2025-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-10-01 541448142 National Association of State Mental Health Program Directors Research Instit NATI 7037388160 3141 Fairview Park Drive 370 Falls Church VA 220424539 Carrie Slatton-Hodges Executive Director/CEO 7037388160 2026-03-11 1 1 Yong Zhang CPA P01249785 7038930300 2026-03-11 2024 2025-03-06 01:10:19Z X Carrie Slatton-Hodges 3141 Fairview Park Drive 370 Falls Church VA 220424539 3821913 0 X nri-inc.org X 1987 VA Research and analysis in Behaviour Health with a mission to make sure that no person's life shall be limited by mental illness or addiction. 17 15 20 15 0 0 1314178 1275071 2004315 1974913 149759 122772 0 0 3468252 3372756 0 0 0 0 2477091 2680396 0 0 0 768307 741366 3245398 3421762 222854 -49006 5066830 4566924 2190506 1676549 2876324 2890375 X See Schedule O 0 0 1314316 1580734 Behavioral Healthcare Performance Measurement System (BHPMS)- Data processing and reporting services to psychiatric facilities with recommendations for improvement. 711528 Transformation Transfer Initiative (TTI)- A subcontract with the National Association of State Mental Health Program State Mental Health Program Directors (NASMHPD) to support State Mental Health Authorities in planning for and expanding community health services. 100780 Technical Assistance Coalition (TAC)-A subcontract with the National Association of State Mental Health Program State Mental Health Program Directors (NASMHPD) to assist the Substance Abuse Mental Health Service Administration in implementing their strategic initiatives and implementation of health reform 1274260 394179 Other Federal Projects:A: JBS International Inc - A subcontract with JBS International Inc. for State Program Improvement Technical Assistance.B: Center for Financing Reform and Innovation (CFRI) - A subcontract with WESTAT to analyze and research financing strategies in improving behavior health. C: American Psychiatric Association (APA) - Establishing a Clinical Support System for Serious Mental Illness (CSS-SMI). D: BJA-OJP - A subcontract with WESTAT to analyze and research financing strategies in improving behavior health. E: National Training and Technical Assistance Center for Early Serious Mental Illness (ESMI) - Developing a national training and technical assistance (TTA) center for addressing early serious mental illness (ESMI), including first episode psychosis (FEP) and clinical high risk for psychosis (CHRP). 1274260 394179 3400884 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 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 1 11 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Anu Garg Controller 7037388160 3141 Fairview Park Drive 370 Falls Church VA 220424539 Timothy Knettler CEO/Executive Director (To 02/25) 40.00 X X 284046 0 17374 Carrie Slatton-Hodges CEO/Executive Director (From 02/25) 40.00 X 0 0 0 Dena Stoner Board President 2.00 X X 0 0 0 Ann Sullivan Board Vice-President 2.00 X X 0 0 0 Valerie Mielke Board Secretary 1.00 X X 0 0 0 Katherine Warburton Board Treasurer 1.00 X X 0 0 0 Barbara Bazron Member at-large 1.00 X 0 0 0 Marie Williams Member at-large 1.00 X 0 0 0 Wendy Bailey Member at-large 1.00 X 0 0 0 Drew Adkins Member at-large 1.00 X 0 0 0 Ebony Clarke Member at-large 1.00 X 0 0 0 Melissa Beck Member at-large 1.00 X 0 0 0 Lindsey Browning Member at-large 1.00 X 0 0 0 Ron Manderscheid Member at-large 1.00 X 0 0 0 Joe Parks Member at-large 1.00 X 0 0 0 Kevin Martone Member at-large 1.00 X 0 0 0 Sarah Desmarais Member at-large 1.00 X 0 0 0 Theodore Lutterman Senior Director 40.00 X 203386 0 12112 Glorimar Ortiz Senior Director 40.00 X 157881 0 23924 Anu Garg Controller 40.00 X 145731 0 31457 Kristin Neylon Associate Director 40.00 X 123238 0 7394 Brijette F Morris Associate Director 40.00 X 104201 0 18219 Mihran Kazanjian Associate Director 40.00 X 113627 0 17481 1132110 0 127961 10 0 1 0 Ntiva PO Box 360864 Pittsburg PA 152516864 IT managed services 120361 1 1275071 1275071 BHPMS Revenue 900099 1580933 1580933 Research Contract Fees 900099 393980 393980 1974913 122502 122502 449427 449157 270 270 270 3372756 1974913 0 122772 794661 672485 122176 1173381 992978 180403 66628 56384 10244 477984 404495 73489 167742 141952 25790 32060 32060 12214 12214 234441 87943 146498 48048 18669 29379 121492 48171 73321 143975 143975 37612 22587 15025 2077 2077 746 746 18440 18440 Miscellaneous Expenses 59369 1523 57846 Taxes, Licenses and Due 19033 6392 12641 Maintenance and Repairs 11859 11859 Overhead costs Allocati 0 945228 -945228 3421762 3400884 20878 0 1874540 1395562 2546 2550 603666 367950 26950 40656 417155 417155 746 0 2420491 2566775 137891 193431 5066830 4566924 390760 286825 1652095 1185027 147651 204697 2190506 1676549 X 2876324 2890375 2876324 2890375 5066830 4566924 -49006 63057 0 X X 0 1 X 1 1 1 X 1214745 1500630 1545120 1314178 1275071 6849744 1214745 1500630 1545120 1314178 1275071 6849744 6849744 19427 19303 61853 124429 122502 347514 7197258 8844218 0.95170 0.96040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21283 21283 0 303267 315917 -12650 92605 79955 12650 0 Lease liabilities 204697 204697 X 3423599 63057 63057 3360542 12214 12214 3372756 3409548 0 3409548 12214 12214 3421762 Part X, Line 2: Management has determined that no significant uncertain tax positions qualify for either recognition or disclosure in the financial statements. X X X 0 0 0 0 0 0 0 0 0 Timothy Knettler CEO/Executive Director (To 02/25) 282560 0 0 0 1486 0 17043 0 331 0 301420 0 0 0 Theodore Lutterman Senior Director 201862 0 0 0 1524 0 12112 0 0 0 215498 0 0 0 Glorimar Ortiz Senior Director 157605 0 0 0 276 0 9750 0 14174 0 181805 0 0 0 Anu Garg Controller 145439 0 0 0 292 0 8744 0 22713 0 177188 0 0 0 Form 990, Part III, Line 1 NRI offers the highest quality, unbiased relevant data and research services to stakeholders of behavioral health services. Our comprehensive products and services support and enable actions that improve mental health and wellness, provide life enhancing value and insight, and greatly increase the opportunity for persons with behavioral health issues to access treatment. We have crafted our organization's mission, vision, and values to keep up with this ever-changing behavioral healthcare landscape. Form 990, Part VI, Section B, line 11b The Executive Committee of the Board of Directors review the 990 prior to its filing and all other board members receive a public disclosure copy to protect donor privacy. Form 990, Part VI, Section B, line 12c The NRI regularly and consistently monitors and enforces compliance with the conflict of interest policy. On an annual basis, the Board of Directors (BOD's) and Officers/ Key Employees (CEO/ Executive Director) receive a copy of the conflict-of-interest policy, and sign an acknowledgement of receipt form. In addition, they are required to disclose in writing if they do or do not have a conflict of interest as outlined in the policy. The Executive Director confirms that all acknowledgment forms are received by the BOD members and that there are no conflicts disclosed. During the year, following full disclosure of a possible conflict of interest, the Board of Directors shall determine whether a conflict of interest exists and, if so, the board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict. An interested board member, officer, or employee member shall not participate in any discussion or debate of the Board of Directors, or of any committee or subcommittee thereof in which the subject of discussion is a contract, transaction, or situation in which there may be a perceived or actual conflict of interest. Form 990, Part VI, Section B, line 15 The process for determining compensation for the Organization's CEO, Executive Director, Top Management Official, Other Officers of Key Employees of the Organization does include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. During the most recent BOD meeting, A compensation survey was submitted to the BOD that included a review of Executive Director salaries from Form 990s of similar organizations and other surveys. The BOD reviews and discusses this information and it is documented in the board minutes. Form 990, Part VI, Section C, line 19 The Form 990, IRS determination letter, and Form 1023, tax exemption application, are available for public inspection. The governing documents are available upon request and financial statements are available on NRI's website. Form 990, Part XII, Line 2c The process has been consistent with prior years.