2026-02-26T16:56:49-06:00 2025-06-30 GARY MCGEE & CO LLP 222 SW COLUMBIA ST STE 200 PORTLAND OR 97201 990 2024-07-01 930862647 NAMI MULTNOMAH NAMI 5032285692 464 SE 185TH AVENUE 315 PORTLAND OR 97233 KERRI MELDA EXECUTIVE DIRECTOR 5032285692 2026-02-26 1 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z KERRI MELDA 464 SE 185TH AVENUE 315 PORTLAND OR 97233 2803869 0 X WWW.NAMIMULTNOMAH.ORG X 1983 OR NAMI MULTNOMAH IS THE MULTNOMAH COUNTY AFFILIATE FOR THE NATIONAL ALLIANCE ON MENTAL ILLNESS. OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH MENTAL ILLNESS AND THEIR FAMILIES THROUGH SUPPORT, EDUCATION, AND ADVOCACY. WE AIM TO PROVIDE A PLATFORM THAT ALLOWS PERSONS AFFECTED BY MENTAL ILLNESS TO HAVE A POWERFUL VOICE IN THE LOCAL MENTAL HEALTH COMMUNITY.NAMI MULTNOMAH PROVIDES FREE, PEER-LED EDUCATION PROGRAMS, SUPPORT GROUPS, AND ADVOCACY INITIATIVES THAT ACTIVELY SUPPORT COMMUNITY MENTAL HEALTH. WE PASSIONATELY PROMOTE IMPROVED ACCESS TO SERVICES, INCREASED OPPORTUNITIES FOR RECOVERY, REDUCED STIGMA AND DISCRIMINATION, AND INCREASED PUBLIC UNDERSTANDING OF MENTAL ILLNESS. WE STRONGLY BELIEVE IN OUR PEER-LED SERVICES. WE KNOW WHAT YOU ARE GOING THROUGH AND WE ARE HERE TO HELP. 6 6 41 85 0 0 2471252 2755606 60 0 6267 48263 0 0 2477579 2803869 0 34007 0 0 1616870 1655057 0 0 2884 299850 307821 1916720 1996885 560859 806984 1511793 2425308 204910 308020 1306883 2117288 X TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH MENTAL ILLNESS AND THEIR FAMILIES THROUGH SUPPORT, EDUCATION, AND ADVOCACY. 0 0 862698 30830 FAMILY SUPPORT SERVICES - OUR FAMILY PARTNERS PROVIDE DIRECT SUPPORT AND EDUCATIONAL TRAINING TO PARENTS AND CARETAKERS OF SCHOOL-AGE DEPENDENTS WITH BEHAVIORAL HEALTH CONDITIONS. * WRAP-AROUND SERVICES/YOUTH INTENSIVE CARE COORDINATION - DIRECT SUPPORT TO FAMILIES PARTICIPATING IN MULTNOMAH COUNTY'S WRAPAROUND AND YICC PROGRAMS, WHOSE CHILDREN ARE INVOLVED WITH MULTIPLE SERVICE SYSTEMS SUPPORTING THE YOUTH'S MENTAL HEALTH.* AGILE FUNDING - DIRECT SUPPORT TO FAMILIES TO PREVENT CHILD WELFARE INVOLVEMENT. 675864 3177 PEER SUPPORT SERVICES - OUR PEER SUPPORT SPECIALISTS OFFER ONE-ON-ONE AND GROUP SUPPORT TO ADULT PEERS ON THEIR JOURNEY TO MENTAL HEALTH RECOVERY.* NAMI CONNECTS - OFFERING PEER MENTOR SUPPORTS IN LOCAL EMERGENCY DEPARTMENTS TO PATIENTS EXPERIENCING BEHAVIORAL HEALTH CRISES.* VETERANS BEHAVIORAL HEALTH PEER SUPPORT SERVICES - OFFERING PEER SUPPORT TO VETERANS ON THEIR JOURNEY TOWARD RECOVERY.CONTINUED ON SCHEDULE O.* NAMI BRIDGES - OFFERING PEER SUPPORT TO INDIVIDUALS IN THE VETERAN AND LGBTQ+ COMMUNITIES LOOKING FOR SUPPORT IN CONNECTING WITH COMMUNITY MENTAL HEALTH RESOURCES (FOCUSING ON HOUSELESS POPULATIONS, AND THOSE CURRENTLY WITHOUT ANY EXISTING MENTAL HEALTH SERVICES OR SUPPORTS). 282819 EDUCATION, SUPPORT & AWARENESS PROGRAMS - THESE PROGRAMS INCLUDE A VARIETY OF NAMI SIGNATURE AND OTHER EDUCATIONAL AND SUPPORT PROGRAMS FOR INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS AND THEIR FAMILIES. ALL OF OUR NAMI SIGNATURE CLASSES AND GROUPS ARE TAUGHT/FACILITATED BY TRAINED NAMI MULTNOMAH VOLUNTEERS WITH LIVED EXPERIENCE. MANY OF OUR CLASSES OFFER CULTURALLY-SPECIFIC OPTIONS FOR THE SPANISH-SPEAKING, BIPOC, LGBTQ+ AND VETERAN COMMUNITIES. CONTINUED ON SCHEDULE O.AWARD-WINNING EDUCATIONAL CLASSES OFFERED INCLUDE:* NAMI FAMILY-TO-FAMILY - FOR FAMILIES AND FRIENDS OF ADULTS WITH MENTAL HEALTH CHALLENGES.* NAMI BASICS - FOR FAMILIES OF CHILDREN WITH A MENTAL HEALTH CONDITION.* NAMI PEER-TO-PEER - FOR PEERS WHO ARE INTERESTED IN ESTABLISHING AND MAINTAINING THEIR WELLNESS AND RECOVERY.* PEER SUPPORT SPECIALIST TRAINING - TRAINING FOR PEERS IN RECOVERY TO WORK AND SUPPORT OTHERS WHO ARE WORKING TOWARD RECOVERY.* NAMI FAMILY SUPPORT GROUPS - FACILITATED SUPPORT GROUPS FOR FAMILIES, CAREGIVERS AND LOVED ONES OF ADULTS (18 AND OVER) WITH MENTAL HEALTH CONDITIONS.* NAMI CONNECTIONS RECOVERY PEER SUPPORT GROUPS - FACILITATED SUPPORT GROUPS FOR ADULTS (18 AND OVER) WITH MENTAL HEALTH CONDITIONS.* NAMI PARENT SUPPORT GROUPS - FACILITATED SUPPORT GROUPS FOR FAMILIES AND CAREGIVERS OF CHILDREN (UNDER AGE 18) WITH MENTAL HEALTH CONDITIONS.* HELPLINE - A MENTAL HEALTH HELPLINE, FIELDING MORE THAN 2,100 CALLS FOR ASSISTANCE AND CONNECTIONS TO COMMUNITY RESOURCES EVERY YEAR.* ENDING THE SILENCE - AN EDUCATIONAL PROGRAM DESIGNED SPECIFICALLY FOR USE WITH MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS, FAMILIES AND STAFF.* FIRST STEP - PRESENTATIONS IN HOSPITAL PSYCHIATRIC IN-PATIENT UNITS TO TALK WITH PEERS AND THEIR FAMILIES ABOUT RECOVERY.* IN OUR OWN VOICE - PERSONAL PRESENTATIONS TO COMMUNITY GROUPS, SCHOOLS, CHURCHES, AND BUSINESSES.* NAMI ON CAMPUS - WORKING TO INCREASE MENTAL HEALTH AWARENESS AND EDUCATION ON LOCAL COLLEGE AND UNIVERSITY CAMPUSES.* EVENING WITH THE EXPERTS - PRESENTATIONS BY LOCAL EXPERTS TO THE COMMUNITY, FOCUSING ON SPECIFIC MENTAL HEALTH TOPICS. 1821381 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 41 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OR X THE BOOKKEEPING COLLABORATIVE LLC 5037046298 1002 SE 50TH AVENUE PORTLAND OR 97215 BETH EPPS BOARD PRESIDENT 2.00 X X 0 0 0 TONY LEINEWEBER BOARD TREASURER 2.00 X X 0 0 0 SYLVIA ZINGESER BOARD SECRETARY 2.00 X X 0 0 0 LIEUTENANT CHRIS BURLEY BOARD MEMBER 2.00 X 0 0 0 FELESIA OTIS BOARD MEMBER 2.00 X 0 0 0 LORENA MOSQUEDA BOARD MEMBER 2.00 X 0 0 0 KERRI MELDA EXECUTIVE DIRECTOR 40.00 X 132074 0 13834 132074 0 13834 1 0 0 0 0 475 1548170 1206961 75256 2755606 48263 48263 2803869 0 0 48263 34007 34007 163672 147305 14825 1542 1130834 1050222 80281 331 18481 17539 942 212539 200089 12450 129531 126190 3205 136 40719 40719 56349 53670 2439 240 344 344 78039 62290 15730 19 44414 38988 5426 35573 34160 1413 3555 3167 388 11764 7910 3854 SUPPLIES 16837 11208 5355 274 STAFF TRAINING & DEV. 16578 16549 29 OTHER EXPENSES 3649 665 2678 306 ALLOCATION OF INDIRECT 0 17078 -17114 36 1996885 1821381 172620 2884 495596 663488 577537 1141472 224154 207021 42083 9552 6198 3398 2800 2800 160309 324825 9314 76150 1511793 2425308 67371 63478 128225 157950 9314 86592 204910 308020 X 1150279 1728760 156604 388528 1306883 2117288 1511793 2425308 806984 3421 0 X 0 1 X 1 0 X 933032 1153823 1577817 2471252 2755606 8891530 933032 1153823 1577817 2471252 2755606 8891530 1435554 7455976 1149 815 5870 6267 48263 62364 8953894 60 0.83270 0.98250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3398 3398 0 2800 2800 2800 LEASE LIABILITY - OPERATING LEASE 86592 86592 2813290 3421 6000 9421 2803869 0 2803869 2002885 6000 6000 1996885 0 1996885 1 RENT / UTILITY ASSISTANCE 22 14657 GIFT CARDS 8 7178 EDUCATION 4 5799 214 FMV TABLETS ACTIVITIES/CAMPS/ OTHER ITEMS 8 2787 235 FMV GYM MAT HOUSEHOLD ITEMS 12 3137 FMV ESSENTIAL GOODS SUCH AS FURNITURE, BEDDING, ETC. PART I, LINE 2: DIRECT CLIENT ASSISTANCE IS OFFERED THROUGH 3 PROGRAMS: AGILE FUNDING (COMBINED FUNDING FROM HEALTHSHARE AND DHS: ON BEHALF OF A FAMILY, COMMUNITY PARTNERS (E.G., SERVICE COORDINATORS, CASE MANAGERS) COMPLETE AND SUBMIT A REQUEST FOR AGILE FUNDING TO NAMI MULTNOMAH. THE FORM INCLUDES FAMILY INFORMATION, NEED, IDENTIFICATION OF UNSUCCESSFUL ATTEMPTS TO SECURE OTHER FUNDING TO MEET THE NEED, AND REQUEST FOR AGILE FUNDING. OUR STAFF MEET WITH FAMILIES TO CLARIFY THEIR NEEDS AND REQUESTS, THE REQUEST IS BROUGHT TO ONE OF TWO MULTNOMAH COUNTY COMMITTEES FOR APPROVAL (WRAPAROUND COMMITTEE, CHILDREN'S CROSS SYSTEM COMMITTEE). ONCE A COMMITTEE APPROVES A REQUEST, OUR STAFF WORK WITH THE FAMILY TO MAKE NEEDED PURCHASES OR PAYMENTS. ALL REQUESTS, APPROVALS/DENIALS, AND PURCHASES ARE TRACKED THROUGH QUICKBOOKS AND FAMCARE (OUR CASE MANAGEMENT DATA SYSTEM). SOCIAL DETERMINANTS OF HEALTH (SDOH) FUNDING (FUNDING THROUGH OHA VBHPSS): NAMI MULTNOMAH VETERAN STAFF PROVIDE VETERAN BEHAVIORAL HEALTH PEER SUPPORT SERVICES (VBHPSS) TO VETERANS IN THE COMMUNITY WORKING TOWARD MENTAL HEALTH RECOVERY. AS PART OF PEER SUPPORT, STAFF WORK WITH PEERS TO DEVELOP A RECOVERY PLAN WITH IDENTIFIED STRENGTHS, NEEDS AND GOALS. THE PROJECT HAS FUNDING TO ALLOW FOR PURCHASES TO SUPPORT NEEDS IDENTIFIED IN THE PLAN, OR DURING ONGOING PEER SUPPORT. REQUESTS ARE SUBMITTED TO AND APPROVED BY THE PROJECT DIRECTOR, AND MUST COINCIDE WITH MEETING ONE OF THE SOCIAL DETERMINANTS OF HEALTH. ALL APPROVED REQUESTS AND PURCHASES ARE TRACKED THROUGH QUICKBOOKS AND FAMCARE (OUR CASE MANAGEMENT DATA SYSTEM). BRIDGES - PEER SUPPORT PILOT FOR CULTURALLY SPECIFIC SUPPORTS: NAMI MULTNOMAH PEER SUPPORT SPECIALISTS CONDUCT STREET OUTREACH TO HOUSELESS INDIVIDUALS WITH BEHAVIORAL HEALTH NEEDS, PROVIDING ON-SITE PEER SUPPORT AND CONNECTIONS TO COMMUNITY RESOURCES. PURCHASES OF TENTS, SLEEPING BAGS, AND SLEEPING PADS ARE MADE IN ADVANCE AND DISTRIBUTED TO INDIVIDUALS AS NEEDED. ALL APPROVED PURCHASES ARE TRACKED THROUGH QUICKBOOKS. X 1 75256 QUOTED PRICE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON OR ENTITY MAY BECOME A MEMBER OF THIS ORGANIZATION UPON THE PAYMENT OF ANNUAL MEMBERSHIP DUES, PAYABLE TO THE ORGANIZATION ON OR BEFORE EACH ANNUAL MEMBERSHIP MEETING OR AT SUCH OTHER TIME AS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL BE ENTITLED TO VOTE ON OR APPROVE THE ELECTION OF DIRECTORS AT THE ANNUAL MEETING. ANY MEMBER MAY SUBMIT A WRITTEN REQUEST TO THE BOARD OF DIRECTORS TO CONSIDER ANY MATTER AFFECTING THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B DURING THE FISCAL YEAR, THE ORGANIZATION DID NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 BEFORE IT IS PRESENTED TO THE FULL BOARD AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL CONFLICT OF INTEREST STATEMENTS AND TAKING OTHER ACTIONS AS NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.