NAMI Sullivan County NY INC

Monticello, NY501(c)(3)Since 1976EIN 51-0197010Revenue $332K in FY2025

On file with the IRS20 Crystal Street, 12701-1380 · Monticello, NYTax-exempt since Jun 2000Publicly supported charity — 170(b)(1)(A)(vi)

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Advocacy and family support for people with mental illness

94¢ of each $1 spent went to programs.
Run by 25 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
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
2 of 6
filings with a surplus
Average deficit $10K a year · 3% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$66K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$88K
85% of total assets
Concern: liabilities are 85% of assets; over 80%.
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
$332K
-3% vs prior year
Spent
$354K
To programs
94%
Net assets
$16K
By yearFY2020–FY2025
Revenue
$332K
FY2025▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$288K
FY2021$304K
FY2022$315K
FY2023$332K
FY2024$344K
FY2025$332K
Expenses
$354K
FY2025▲ +0.9%
Tap a bar for its year
Expenses by fiscal year
FY2020$341K
FY2021$291K
FY2022$301K
FY2023$339K
FY2024$351K
FY2025$354K
Net assets
$16K
FY2025▼ -57%
Tap a bar for its year
Net assets by fiscal year
FY2020$25K
FY2021$37K
FY2022$51K
FY2023$43K
FY2024$37K
FY2025$16K

From the FY2025 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2000.

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

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $331K Management & general 6% · $23K

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

13 people listed on the 990; $66K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$65,997Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$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 · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
M Lori Schneider$65,997$64,574$61,750$58,000$55,850$53,100

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 15aNo

Programs and updates

Advocates for families affected by mental illness, providing support and resources.

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Provided by the organization

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2 programs · $331K · in their own filed words · FY2025
01

Rehabilitation programs for people recovering from mental illness as well as support & education for their families provide social and recreational programs

$236Kprogram expense
02

Service dollars associated with care management run by county to provide specific assitance to individuals with mental illness to assist with activities of daily living including but not limited to transportation, food and clothing.

$95Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 12 grants · $675K · 2020–2025
Unitemized GrantFY2025$94,527
Unitemized GrantFY2025$36,992
Unitemized GrantFY2024$108,792
Unitemized GrantFY2024$12,254
Unitemized GrantFY2023$94,549
Unitemized GrantFY2023$35,459
Unitemized GrantFY2022$86,450
Unitemized GrantFY2022$15,643
Unitemized GrantFY2021$86,258
Unitemized GrantFY2021$10,461
Unitemized GrantFY2020$93,650
Unitemized GrantFY2020$418

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$332K
Ln 12
Gifts and grantsLn 1h$332K
Other incomeLn 4–11$765
Money outPt IX
$354K
Ln 25
Programscol B$331K
Managementcol C$23K
Owns and owesPt X
$16K
net assets · Ln 32
Cash and savingsLn 1–2$40K
Total assetsLn 16$104K
LiabilitiesLn 26$88K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$332K
Other incomeLn 4–11$765
Total revenueLn 12$332K
Assets in detailPt X, end of year
CashLn 1$40K
Cash and savings togetherLn 1–2$40K
Land, buildings, equipmentLn 10c$23K
Other assetsLn 15$40K
Total assetsLn 16$104K
LiabilitiesLn 26$88K
Net assetsLn 32$16K
OperationsPt I, VI
EmployeesI 53
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$59K$40K
Land, buildings, equipmentLn 10c$23K$23K
Total assetsLn 16$135K$104K
LiabilitiesLn 26$98K$88K
Net assetsLn 32$37K$16K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$132K$132K
Other salaries and wagesLn 7$114K$103K$11K
Other employee benefitsLn 9$14K$12K$1K
Payroll taxesLn 10$10K$9K$967
Accounting feesLn 11c$10K$10K$630
Other fees for servicesLn 11g$7K$7K$151
Advertising and promotionLn 12$12K$12K
Office expensesLn 13$4K$4K$179
OccupancyLn 16$19K$18K$847
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$6K$4K$2K
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$16K$16K$645
Other expenses (24a–d)Ln 24$181$103$78
Total functional expensesLn 25$354K$331K$23K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $332K$354K−$21K$16K 990 PDF
FY2024 $344K$351K−$6K$37K 990 PDF
FY2023 $332K$339K−$8K$43K 990 PDF
FY2022 $315K$301K$13K$51K 990 PDF
FY2021 $304K$291K$13K$37K 990 PDF
FY2020 $288K$341K−$54K$25K 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 FY2025 990 (6 parts)
Part I · Summary $332,347 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $344,153$331,582
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $98$765
I-12 Total revenuePrior year $344,251$332,347
I-13 Grants and similar amounts paidPrior year $121,046$131,519
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $133,767$136,547
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $95,727$85,558
I-18 Total expensesPrior year $350,540$353,624
I-19 Revenue less expensesPrior year −$6,289−$21,277
Part VI · Governance 12 of 12 board members independent, 5 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 policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $332,347 across 4 lines filed
VIII-1f All other contributions, gifts and grants$331,582
VIII-1h Total contributions, gifts and grants$331,582
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $765$765
VIII-12 Total revenueExcluded from tax $765$332,347
Part IX · Statement of functional expenses $353,624 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $131,519$131,519
IX-7 Other salaries and wagesPrograms $102,734 · Management $10,778$113,512
IX-9 Other employee benefitsPrograms $12,155 · Management $1,378$13,533
IX-10 Payroll taxesPrograms $8,535 · Management $967$9,502
IX-11c Accounting feesPrograms $9,870 · Management $630$10,500
IX-11g Other fees for servicesPrograms $7,029 · Management $151$7,180
IX-12 Advertising and promotionPrograms $12,113$12,113
IX-13 Office expensesPrograms $4,292 · Management $179$4,471
IX-16 OccupancyPrograms $18,000 · Management $847$18,847
IX-17 TravelPrograms $4,762$4,762
IX-19 Conferences, conventions and meetingsPrograms $3,852 · Management $2,365$6,217
IX-22 Depreciation, depletion and amortizationManagement $4,930$4,930
IX-23 InsurancePrograms $15,712 · Management $645$16,357
IX-24 Other expenses (24a–d)Programs $103 · Management $78$181
IX-25 Total functional expensesPrograms $330,676 · Management $22,948 · Fundraising $0$353,624
Part X · Balance sheet $104,086 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $59,072$39,633
X-9 Prepaid expenses and deferred chargesStart of year $3,277$2,163
X-10c Land, buildings and equipment, netStart of year $23,152$22,708
X-15 Other assetsStart of year $49,482$39,582
X-16 Total assetsStart of year $134,983$104,086
X-17 Accounts payable and accrued expensesStart of year $48,306$48,127
X-24 Unsecured notes and loans payableStart of year $49,665$40,224
X-26 Total liabilitiesStart of year $97,971$88,351
X-27 Net assets without donor restrictionsStart of year −$518−$12,716
X-28 Net assets with donor restrictionsStart of year $37,530$28,451
X-32 Total net assets or fund balancesStart of year $37,012$15,735
X-33 Total liabilities and net assetsStart of year $134,983$104,086
Part XI · Reconciliation of net assets $15,735 net assets at year end
XI-1 Total revenue$332,347
XI-2 Total expenses$353,624
XI-3 Revenue less expenses−$21,277
XI-4 Net assets at start of year$37,012
XI-10 Net assets at end of year$15,735

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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