NAMI New York State INC

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To support, advance and defend the rights, interests and welfare of mentally ill persons in New York State.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Run by 50 volunteers and 8 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $124K a year · 12% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$95K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
8 mo
of spending, in cash
Plus $2.0M in investments, Pt X · Ln 11–13
Looks good: 7.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $21K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$567K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-5% vs prior year
Spent
$1.2M
To programs
84%
Net assets
$2.5M
By yearFY2020–FY2024
Revenue
$1.1M
FY2024▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2020$842K
FY2021$957K
FY2022$1.2M
FY2023$1.2M
FY2024$1.1M
Expenses
$1.2M
FY2024▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2020$818K
FY2021$804K
FY2022$839K
FY2023$1.0M
FY2024$1.2M
Net assets
$2.5M
FY2024▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.0M
FY2021$2.2M
FY2022$2.2M
FY2023$2.6M
FY2024$2.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $994K Management & general 16% · $193K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

17 people listed on the 990; $95K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$94,599Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Sharon Horton’s $95K as Executive Di is at the 22nd percentile of top reported officer pay among 1683 $1–10M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Sharon Horton$94,599$103,016$18,839——
Wendy Burch———$70,718$87,180

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See NAMI New York State INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for the rights and welfare of New Yorkers with mental illness.

Questions for NAMI New York State INC

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1 program · $994K · in their own filed words · FY2024
01

Programs to provide education about mental illness and to provide informational brochures and publications.

$994Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
NAMI NationalFY2025$21K
Total grants receivedfrom 1 funder$21K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$895K
Fees for servicesLn 2g$108K
Investment incomeLn 3$96K
Money outPt IX
$1.2M
Ln 25
Programscol B$994K
Managementcol C$193K
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$773K
Total assetsLn 16$3.1M
LiabilitiesLn 26$567K
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$895K
Government grantsLn 1e$668K
Fees for servicesLn 2g$108K
Investment incomeLn 3$96K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$173K
SavingsLn 2$600K
Cash and savings togetherLn 1–2$773K
Accounts receivableLn 4$11K
Prepaid expenses and deferred chargesLn 9$5K
InvestmentsLn 11–13$2.0M
Other assetsLn 15$333K
Total assetsLn 16$3.1M
LiabilitiesLn 26$567K
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 58
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$740K$773K
InvestmentsLn 11–13$1.8M$2.0M
Total assetsLn 16$3.0M$3.1M
LiabilitiesLn 26$428K$567K
Net assetsLn 32$2.6M$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$525K$446K$79K
Other employee benefitsLn 9$82K$69K$12K
Payroll taxesLn 10$57K$49K$9K
Accounting feesLn 11c$9K$5K$4K
Other fees for servicesLn 11g$56K$31K$25K
Office expensesLn 13$20K$18K$2K
Information technologyLn 14$5K$4K$1K
OccupancyLn 16$55K$38K$16K
TravelLn 17$31K$27K$5K
Conferences, conventions and meetingsLn 19$174K$172K$1K
InterestLn 20$416$416
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$621$311$310
Other expenses (24a–d)Ln 24$149K$126K$24K
All other expensesLn 24e$18K$8K$10K
Total functional expensesLn 25$1.2M$994K$193K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Oct 31, 2025 $1.1M$1.2M−$88K$2.5M 990 PDF
FY2023Filed with the IRS Aug 30, 2024 $1.2M$1.0M$138K$2.6M 990 PDF
FY2022Filed with the IRS Jul 11, 2023 $1.2M$839K$389K$2.2M 990 PDF
FY2021Filed with the IRS May 6, 2022 $957K$804K$154K$2.2M 990 PDF
FY2020Filed with the IRS Jun 1, 2021 $842K$818K$24K$2.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,099,309 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $992,297$895,094
I-9 Program service revenuePrior year $104,843$108,396
I-10 Investment incomePrior year $62,320$95,819
I-11 Other revenue$0
I-12 Total revenuePrior year $1,159,460$1,099,309
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $535,713$663,512
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $485,371$523,673
I-18 Total expensesPrior year $1,021,084$1,187,185
I-19 Revenue less expensesPrior year $138,376−$87,876
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,099,309 across 7 lines filed
VIII-1b Membership dues$15,285
VIII-1e Government grants$667,651
VIII-1f All other contributions, gifts and grants$212,158
VIII-1h Total contributions, gifts and grants$895,094
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $108,396$108,396
VIII-3 Investment incomeExcluded from tax $95,819$95,819
VIII-12 Total revenueRelated to mission $108,396 · Excluded from tax $95,819$1,099,309
Part IX · Statement of functional expenses $1,187,185 across 15 lines filed
IX-7 Other salaries and wagesPrograms $446,058 · Management $78,716$524,774
IX-9 Other employee benefitsPrograms $69,311 · Management $12,231$81,542
IX-10 Payroll taxesPrograms $48,617 · Management $8,579$57,196
IX-11c Accounting feesPrograms $5,194 · Management $4,081$9,275
IX-11g Other fees for servicesPrograms $31,338 · Management $24,620$55,958
IX-13 Office expensesPrograms $18,283 · Management $1,571$19,854
IX-14 Information technologyPrograms $3,771 · Management $1,257$5,028
IX-16 OccupancyPrograms $38,428 · Management $16,469$54,897
IX-17 TravelPrograms $26,617 · Management $4,697$31,314
IX-19 Conferences, conventions and meetingsPrograms $172,363 · Management $1,153$173,516
IX-20 InterestManagement $416$416
IX-22 Depreciation, depletion and amortizationManagement $5,032$5,032
IX-23 InsurancePrograms $311 · Management $310$621
IX-24 Other expenses (24a–d)Programs $125,843 · Management $23,576$149,419
IX-24e All other expensesPrograms $8,102 · Management $10,241$18,343
IX-25 Total functional expensesPrograms $994,236 · Management $192,949 · Fundraising $0$1,187,185
Part X · Balance sheet $3,081,867 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $49,716$173,220
X-2 Savings and temporary cash investmentsStart of year $690,273$600,266
X-4 Accounts receivableStart of year $24,294$11,244
X-9 Prepaid expenses and deferred chargesStart of year $19,348$5,067
X-11 Publicly traded securitiesStart of year $1,836,080$1,958,836
X-15 Other assetsStart of year $380,741$333,234
X-16 Total assetsStart of year $3,000,452$3,081,867
X-17 Accounts payable and accrued expensesStart of year $34,063$54,975
X-19 Deferred revenueStart of year $27,393$184,756
X-25 Other liabilitiesStart of year $366,292$327,264
X-26 Total liabilitiesStart of year $427,748$566,995
X-27 Net assets without donor restrictionsStart of year $2,572,704$2,514,872
X-32 Total net assets or fund balancesStart of year $2,572,704$2,514,872
X-33 Total liabilities and net assetsStart of year $3,000,452$3,081,867
Part XI · Reconciliation of net assets $2,514,872 net assets at year end
XI-1 Total revenue$1,099,309
XI-2 Total expenses$1,187,185
XI-3 Revenue less expenses−$87,876
XI-4 Net assets at start of year$2,572,704
XI-5 Net unrealized gains (losses) on investments$50,618
XI-7 Investment expenses−$20,574
XI-10 Net assets at end of year$2,514,872

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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