Support persons with mental illness and their families.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$60K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
3 of 5
filings with a surplus
Average deficit $24K a year · 12% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$60K
to officers and key staff · 44% of spending
Concern: pay to officers and key staff is 44% of spending; over 30%.
Pt VII · Sec A
30 mo
of spending, in cash
Looks good: 30.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $60K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
1% of total assets
Looks good: liabilities are 1% 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
$197K
Spent
$135K
To programs
85%
Net assets
$335K
By yearFY2020–FY2024
Revenue
$197K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$197K
FY2021$191K
FY2022$254K
FY2023$172K
FY2024$206K
Expenses
$135K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$135K
FY2021$168K
FY2022$231K
FY2023$332K
FY2024$271K
Net assets
$335K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$335K
FY2021$358K
FY2022$381K
FY2023$220K
FY2024$155K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1987.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $115K Management & general 7% · $9K Fundraising 8% · $11K

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

18 people listed on the 990; $60K paid to officers and key staff.

Part VII, Section A · reportable compensation
Exec Director
$59,574Pt VII · Sec A
At Large- Past
$0Pt VII · Sec A
At Large - Past
$0Pt VII · Sec A
At Large
$0Pt VII · Sec A
At Large
$0Pt VII · Sec A
$0Pt VII · Sec A
At Large
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lillian Davis—$100,339$14,425——
Mark Simon$67,808————
Annie Schmidt———$64,780$59,574

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 Wake County 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

Helps people with mental illness and their families.

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Provided by the organization

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3 programs · $115K · in their own filed words · FY2020
01

Public awareness and education to educate the general public in order to reduce stigma associated with mental illness, and to make persons in need of assistance aware of nami.

$109Kprogram expense
02

Education programs to teach people with mental illness and their family members about mental illness, and to provide information about resources in the community.

$6Kprogram expense
03

Support groups for family members and for persons diagnosed with mental illness.

$1Kprogram 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
Band TogetherFY2025$60K
Total grants receivedfrom 1 funder$60K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$197K
Ln 12
Gifts and grantsLn 1h$160K
Other incomeLn 4–11$21K
Fees for servicesLn 2g$15K
Money outPt IX
$135K
Ln 25
Programscol B$115K
Managementcol C$9K
Fundraisingcol D$11K
Owns and owesPt X
$335K
net assets · Ln 32
Cash and savingsLn 1–2$339K
Total assetsLn 16$339K
LiabilitiesLn 26$4K
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$160K
Fundraising eventsLn 1c$23K
Fees for servicesLn 2g$15K
Investment incomeLn 3$172
Other incomeLn 4–11$21K
Total revenueLn 12$197K
Assets in detailPt X, end of year
CashLn 1$339K
Cash and savings togetherLn 1–2$339K
Total assetsLn 16$339K
LiabilitiesLn 26$4K
Net assetsLn 32$335K
OperationsPt I, VI
EmployeesI 54
VolunteersI 685
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 FY20End FY20
Cash and savingsLn 1–2$261K$339K
Total assetsLn 16$261K$339K
LiabilitiesLn 26$778$4K
Net assetsLn 32$260K$335K
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$60K$42K$9K$9K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$33K$33K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$5K$5K
Payroll taxesLn 10$7K$7K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$3K$3K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$4K$4K$194
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
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$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$23K$21K$2K
All other expensesLn 24e$244$244
Total functional expensesLn 25$135K$115K$9K$11K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $206K$271K−$65K$155K 990 PDF
FY2023 $172K$332K−$161K$220K 990 PDF
FY2022 $254K$231K$23K$381K 990 PDF
FY2021 $191K$168K$23K$358K 990 PDF
FY2020 Viewing $197K$135K$61K$335K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $196,648 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $96,834$160,177
I-9 Program service revenuePrior year $19,687$15,360
I-10 Investment incomePrior year $613$172
I-11 Other revenuePrior year $37,556$20,939
I-12 Total revenuePrior year $154,690$196,648
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $57,006$105,160
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $51,686$30,320
I-18 Total expensesPrior year $108,692$135,480
I-19 Revenue less expensesPrior year $45,998$61,168
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 $196,648 across 9 lines filed
VIII-1b Membership dues$4,269
VIII-1c Fundraising events$22,554
VIII-1f All other contributions, gifts and grants$155,908
VIII-1h Total contributions, gifts and grants$160,177
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,360$15,360
VIII-3 Investment incomeRelated to mission $172$172
VIII-8 Net income from fundraising events$20,578
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $361$361
VIII-12 Total revenueRelated to mission $15,532 · Unrelated business $361$196,648
Part IX · Statement of functional expenses $135,480 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 $41,702 · Management $8,936 · Fundraising $8,936$59,574
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $33,441$33,441
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $4,903$4,903
IX-10 Payroll taxesPrograms $7,242$7,242
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $3,015$3,015
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $4,080 · Fundraising $194$4,274
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
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 amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $21,005 · Fundraising $1,782$22,787
IX-24e All other expensesManagement $244$244
IX-25 Total functional expensesPrograms $115,388 · Management $9,180 · Fundraising $10,912$135,480
Part X · Balance sheet $338,613 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $261,054$338,613
X-16 Total assetsStart of year $261,054$338,613
X-17 Accounts payable and accrued expensesStart of year $778$3,669
X-26 Total liabilitiesStart of year $778$3,669
X-27 Net assets without donor restrictionsStart of year $176,538$327,293
X-28 Net assets with donor restrictionsStart of year $83,738$7,650
X-32 Total net assets or fund balancesStart of year $260,276$334,944
X-33 Total liabilities and net assetsStart of year $261,054$338,613
Part XI · Reconciliation of net assets $334,944 net assets at year end
XI-1 Total revenue$196,648
XI-2 Total expenses$135,480
XI-3 Revenue less expenses$61,168
XI-4 Net assets at start of year$260,276
XI-9 Other changes in net assets$13,500
XI-10 Net assets at end of year$334,944

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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