NAMI Chicago FY2022 filing

Tax-deductible

Chicago, IL501(c)(3)Since 1979EIN 36-3075407Revenue $5.8M in FY2022

On file with the IRSnamichicago.org224 W Hill St Ste 410, 60610-2926 · Chicago, ILTax-exempt since Aug 1980Publicly supported charity — 170(b)(1)(A)(vi)

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501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$351K paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $724K a year · 11% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$351K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$630K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.8M
+56% vs prior year
Spent
$5.5M
To programs
69%
Net assets
$2.7M
By yearFY2020–FY2025
Revenue
$5.8M
FY2022▲ +56%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.1M
FY2021$3.7M
FY2022$5.8M
FY2023$9.8M
FY2024$6.6M
FY2025$11.2M
Expenses
$5.5M
FY2022▲ +44%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.8M
FY2021$3.8M
FY2022$5.5M
FY2023$6.0M
FY2024$7.3M
FY2025$10.4M
Net assets
$2.7M
FY2022▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.4M
FY2021$2.7M
FY2022$2.7M
FY2023$7.5M
FY2024$7.2M
FY2025$7.6M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1980.

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

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $3.8M Management & general 24% · $1.3M Fundraising 7% · $405K

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

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Who runs it and what they're paid

14 people listed on the 990; $351K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Chief Executive Officer
$215,745Pt VII · Sec A
Chief Operating Officer
$135,385Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer Acting Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Alexa James$279,616$261,533$224,730$215,745$191,557$180,000
Jennifer Mcgowan-Tomke$246,744——$135,385——
Jennifer L Mcgowan-Tomke—$184,410————
Tamara Mahal$178,149—————
Paviella D Foster—$130,615————
Liliana Rocha$117,625—————
Benjamin Frank$110,252—————
Jim Poole$109,872—————

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.

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates, advocates, and connects people facing mental health challenges.

Provided by the organization

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3 programs · $3.8M · in their own filed words · FY2021
01

Program service accomplishments nami chicago continues to support our community in many ways. From july 2021 to june 2022 this INCLUDED1911 trainees for workplace wellness including 5 community based organizations, 4 first RESPONDER/GOVERNMENT agencies, 5 healthcare providers, and 2 non-profits 10,310 calls completed through nami…

$2.3Mprogram expense
02

In-home recovery support- nami chicago has been contacted illinois DHS to provide peer support services to residents moving out of specialized mental health rehabilitation facilities SMHRF and skilled nursing facilities SNF into independent community living under the williams and colbert consent decrees.

$1.1Mprogram expense
03

Through a subcontract with trilogy, a community mental health trilogy, nami chicago has been contracted by the illinois DHS to provide outreach and peer support to the residents at illinois nursing facilities categorized as specialized mental health rehabilitation facilities smhrfs and skilled nursing facilities snfs in cook county.

$355Kprogram 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
Total grants receivedfrom 1 funder$5K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$5.8M
Ln 12
Gifts and grantsLn 1h$5.0M
Other incomeLn 4–11$816K
Investment incomeLn 3$84
Money outPt IX
$5.5M
Ln 25
Programscol B$3.8M
Managementcol C$1.3M
Fundraisingcol D$405K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$230K
Total assetsLn 16$3.4M
LiabilitiesLn 26$630K
PeoplePt VI, VII
14
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.0M
Government grantsLn 1e$4.2M
Investment incomeLn 3$84
Other incomeLn 4–11$816K
Total revenueLn 12$5.8M
Assets in detailPt X, end of year
CashLn 1$230K
Cash and savings togetherLn 1–2$230K
InvestmentsLn 11–13$1.4M
Land, buildings, equipmentLn 10c$77K
Other assetsLn 15$36K
Total assetsLn 16$3.4M
LiabilitiesLn 26$630K
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 5104
VolunteersI 614
Fiscal year endsHeaderJune
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 FY22End FY22
Cash and savingsLn 1–2$1.5M$230K
InvestmentsLn 11–13$1.6M$1.4M
Land, buildings, equipmentLn 10c$91K$77K
Total assetsLn 16$3.7M$3.4M
LiabilitiesLn 26$980K$630K
Net assetsLn 32$2.7M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$351K$243K$82K$26K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$3.5M$2.4M$805K$256K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$262K$181K$61K$19K
Payroll taxesLn 10$297K$206K$69K$22K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$145K$100K$34K$11K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$219K$152K$51K$16K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$17K$17K
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$717K$485K$181K$52K
All other expensesLn 24e$42K$29K$10K$3K
Total functional expensesLn 25$5.5M$3.8M$1.3M$405K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $11.2M$10.4M$755K$7.6M 990 PDF
FY2024 $6.6M$7.3M−$633K$7.2M 990 PDF
FY2023 $9.8M$6.0M$3.7M$7.5M 990 PDF
FY2022 Viewing $5.8M$5.5M$264K$2.7M 990 PDF
FY2021 $3.7M$3.8M−$102K$2.7M 990 PDF
FY2020 $3.1M$2.8M$316K$2.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $5,769,883 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,336,445$4,953,673
I-9 Program service revenue$0
I-10 Investment incomePrior year $354$84
I-11 Other revenuePrior year $372,748$816,126
I-12 Total revenuePrior year $3,709,547$5,769,883
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,978,120$4,365,724
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $833,856$1,139,731
I-18 Total expensesPrior year $3,811,976$5,505,455
I-19 Revenue less expensesPrior year −$102,429$264,428
Part VI · Governance 12 of 12 board members independent, 1 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsYes
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 $5,769,883 across 8 lines filed
VIII-1b Membership dues$1,060
VIII-1e Government grants$4,189,519
VIII-1f All other contributions, gifts and grants$763,094
VIII-1h Total contributions, gifts and grants$4,953,673
VIII-3 Investment incomeExcluded from tax $84$84
VIII-8 Net income from fundraising eventsExcluded from tax $462,427$462,427
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $353,699$353,699
VIII-12 Total revenueRelated to mission $353,699 · Excluded from tax $462,511$5,769,883
Part IX · Statement of functional expenses $5,505,455 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $243,331 · Management $81,826 · Fundraising $25,973$351,130
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $2,395,094 · Management $805,413 · Fundraising $255,649$3,456,156
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $181,368 · Management $60,990 · Fundraising $19,359$261,717
IX-10 Payroll taxesPrograms $205,626 · Management $69,147 · Fundraising $21,948$296,721
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $100,356 · Management $33,747 · Fundraising $10,711$144,814
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $151,805 · Management $51,049 · Fundraising $16,204$219,058
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $16,718$16,718
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $484,808 · Management $180,936 · Fundraising $51,747$717,491
IX-24e All other expensesPrograms $28,864 · Management $9,706 · Fundraising $3,080$41,650
IX-25 Total functional expensesPrograms $3,791,252 · Management $1,309,532 · Fundraising $404,671$5,505,455
Part X · Balance sheet $3,358,878 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,455,011$229,715
X-4 Accounts receivableStart of year $465,187$1,608,585
X-9 Prepaid expenses and deferred chargesStart of year $26,634$37,704
X-10c Land, buildings and equipment, netStart of year $91,358$76,524
X-11 Publicly traded securitiesStart of year $1,488,645$1,266,891
X-12 Other securitiesStart of year $107,358$103,549
X-15 Other assetsStart of year $35,910$35,910
X-16 Total assetsStart of year $3,670,103$3,358,878
X-17 Accounts payable and accrued expensesStart of year $139,853$305,310
X-19 Deferred revenueStart of year $431,810$245,534
X-25 Other liabilitiesStart of year $408,097$78,827
X-26 Total liabilitiesStart of year $979,760$629,671
X-27 Net assets without donor restrictionsStart of year $2,393,989$2,729,207
X-32 Total net assets or fund balancesStart of year $2,690,343$2,729,207
X-33 Total liabilities and net assetsStart of year $3,670,103$3,358,878
Part XI · Reconciliation of net assets $2,729,207 net assets at year end
XI-1 Total revenue$5,769,883
XI-2 Total expenses$5,505,455
XI-3 Revenue less expenses$264,428
XI-4 Net assets at start of year$2,690,343
XI-5 Net unrealized gains (losses) on investments−$225,564
XI-10 Net assets at end of year$2,729,207

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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