Nami-Virginia FY2021 filing

Tax-deductible

Richmond, VA501(c)(3)EIN 54-1267632Revenue $811K in FY2021

On file with the IRSnamivirginia.orgPo Box 8260, 23226-0260 · Richmond, VATax-exempt since Aug 1991Publicly supported charity — 170(b)(1)(A)(vi)

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To promote and improve the quality of life of virginians with serious mental illness through support, education and advocacy.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
5 of 6
filings with a surplus
Average surplus $159K a year · 17% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
13 mo
of spending, in cash
Looks good: 12.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$19K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$811K
-18% vs prior year
Spent
$641K
To programs
76%
Net assets
$942K
By yearFY2020–FY2025
Revenue
$811K
FY2021▼ -18%
Tap a bar for its year
Revenue by fiscal year
FY2020$989K
FY2021$811K
FY2022$961K
FY2023$1.4M
FY2024$683K
FY2025$790K
Expenses
$641K
FY2021▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2020$743K
FY2021$641K
FY2022$695K
FY2023$913K
FY2024$890K
FY2025$782K
Net assets
$942K
FY2021▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2020$772K
FY2021$942K
FY2022$1.2M
FY2023$1.7M
FY2024$1.5M
FY2025$1.5M

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1991.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $489K Management & general 12% · $79K Fundraising 11% · $73K

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

19 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
1st Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
At-Large Member
$0Pt VII · Sec A
2nd Vice President
$0Pt VII · Sec A
At-Large Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Nami-Virginia executive salaries →

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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports, educates, and advocates for Virginians with serious mental illness to improve their quality of life.

Questions for Nami-Virginia

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Provided by the organization

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3 programs · $489K · in their own filed words · FY2020
01

Education, Training, and Support Programs

Nami virginia offers an array of educational, training, and support programs for individuals affected by mental illness and their families and caregivers. Programs include family to family (F2F), a free eight session evidence-based course for families, partners, and caregivers.

$375Kprogram expense
02

Affiliate Growth

In an effort to reach every community in the state, nami - virginia provides ongoing support to its 14 affiliates, emerging affiliates, and new communities interested in implementing nami's missions and programs.

$62Kprogram expense
03

Public Advocacy

Nami virginia is a key voice informing the virginia legislature about mental illness and about the lives of many thousands of virginians who struggle daily with mental health challenges. Nami - virginia educates legislators and their staff about the need for better access to effective services and treatments.

$52Kprogram 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$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$811K
Ln 12
Gifts and grantsLn 1h$860K
Investment incomeLn 3$2K
Money outPt IX
$641K
Ln 25
Programscol B$489K
Managementcol C$79K
Fundraisingcol D$73K
Owns and owesPt X
$942K
net assets · Ln 32
Cash and savingsLn 1–2$671K
Total assetsLn 16$960K
LiabilitiesLn 26$19K
PeoplePt VI, VII
19
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$860K
Government grantsLn 1e$390K
Fundraising eventsLn 1c$191K
Investment incomeLn 3$2K
Total revenueLn 12$811K
Assets in detailPt X, end of year
CashLn 1$671K
Cash and savings togetherLn 1–2$671K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$212K
Total assetsLn 16$960K
LiabilitiesLn 26$19K
Net assetsLn 32$942K
OperationsPt I, VI
EmployeesI 511
VolunteersI 6410
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 FY21End FY21
Cash and savingsLn 1–2$586K$671K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$864K$960K
LiabilitiesLn 26$92K$19K
Net assetsLn 32$772K$942K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$75K$49K$14K$13K
Other salaries and wagesLn 7$308K$245K$23K$40K
Pension plan contributionsLn 8$6K$4K$643$439
Other employee benefitsLn 9$47K$45K−$126$2K
Payroll taxesLn 10$32K$24K$3K$4K
Accounting feesLn 11c$39K$21K$18K
Advertising and promotionLn 12$1K$1K$225
Office expensesLn 13$55K$43K$5K$7K
Information technologyLn 14$13K$11K$2K$333
OccupancyLn 16$29K$15K$8K$5K
TravelLn 17$216$11$205
Conferences, conventions and meetingsLn 19$10K$7K$2K$795
InsuranceLn 23$8K$4K$4K
Other expenses (24a–d)Ln 24$21K$20K$505$24
All other expensesLn 24e$30$30
Total functional expensesLn 25$641K$489K$79K$73K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $790K$782K$8K$1.5M 990 PDF
FY2024 $683K$890K−$208K$1.5M 990 PDF
FY2023 $1.4M$913K$473K$1.7M 990 PDF
FY2022 $961K$695K$266K$1.2M 990 PDF
FY2021 Viewing $811K$641K$170K$942K 990 PDF
FY2020 $989K$743K$246K$772K 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 FY2021 990 (6 parts)
Part I · Summary $810,981 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,027,490$859,737
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $6,565$2,328
I-11 Other revenuePrior year −$45,361−$51,084
I-12 Total revenuePrior year $988,694$810,981
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $458,965$466,473
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $283,664$174,441
I-18 Total expensesPrior year $742,629$640,914
I-19 Revenue less expensesPrior year $246,065$170,067
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
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 $810,981 across 10 lines filed
VIII-1a Federated campaigns$2,144
VIII-1b Membership dues$8,016
VIII-1c Fundraising events$190,681
VIII-1e Government grants$389,723
VIII-1f All other contributions, gifts and grants$269,173
VIII-1h Total contributions, gifts and grants$859,737
VIII-3 Investment incomeExcluded from tax $2,328$2,328
VIII-8 Net income from fundraising eventsExcluded from tax −$53,178−$53,178
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,094$2,094
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$48,756$810,981
Part IX · Statement of functional expenses $640,914 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $48,649 · Management $13,602 · Fundraising $12,707$74,958
IX-7 Other salaries and wagesPrograms $245,088 · Management $22,993 · Fundraising $39,670$307,751
IX-8 Pension plan contributionsPrograms $4,464 · Management $643 · Fundraising $439$5,546
IX-9 Other employee benefitsPrograms $44,778 · Management −$126 · Fundraising $1,946$46,598
IX-10 Payroll taxesPrograms $24,269 · Management $3,024 · Fundraising $4,327$31,620
IX-11c Accounting feesPrograms $20,950 · Management $18,050$39,000
IX-12 Advertising and promotionPrograms $1,098 · Fundraising $225$1,323
IX-13 Office expensesPrograms $42,833 · Management $5,098 · Fundraising $6,921$54,852
IX-14 Information technologyPrograms $10,942 · Management $1,544 · Fundraising $333$12,819
IX-16 OccupancyPrograms $15,087 · Management $8,246 · Fundraising $5,294$28,627
IX-17 TravelPrograms $11 · Management $205$216
IX-19 Conferences, conventions and meetingsPrograms $6,995 · Management $1,777 · Fundraising $795$9,567
IX-23 InsurancePrograms $3,899 · Management $3,604$7,503
IX-24 Other expenses (24a–d)Programs $19,975 · Management $505 · Fundraising $24$20,504
IX-24e All other expensesManagement $30$30
IX-25 Total functional expensesPrograms $489,038 · Management $79,195 · Fundraising $72,681$640,914
Part X · Balance sheet $960,327 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $586,335$670,665
X-3 Pledges and grants receivableStart of year $54,031$60,517
X-9 Prepaid expenses and deferred chargesStart of year $13,654$17,592
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $62,777$211,553
X-16 Total assetsStart of year $863,838$960,327
X-17 Accounts payable and accrued expensesStart of year $26,636$15,895
X-25 Other liabilitiesStart of year $65,450$2,613
X-26 Total liabilitiesStart of year $92,086$18,508
X-27 Net assets without donor restrictionsStart of year $557,650$778,053
X-28 Net assets with donor restrictionsStart of year $214,102$163,766
X-32 Total net assets or fund balancesStart of year $771,752$941,819
X-33 Total liabilities and net assetsStart of year $863,838$960,327
Part XI · Reconciliation of net assets $941,819 net assets at year end
XI-1 Total revenue$810,981
XI-2 Total expenses$640,914
XI-3 Revenue less expenses$170,067
XI-4 Net assets at start of year$771,752
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$941,819

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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