NAMI Collier County INC FY2024 filing

Tax-deductible

Naples, FL501(c)(3)EIN 65-0047747Revenue $2.2M in FY2024

On file with the IRSnamicollier.org5025 Castello Dr Ste 101, 34103-8900 · Naples, FLTax-exempt since Mar 1990Publicly supported charity — 170(b)(1)(A)(vi)

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To improve the quality of life for individuals and families affected by serious mental illnesses, through education, support and advocacy.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$106K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
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
3 of 6
filings with a surplus
Average deficit $18K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 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
$106K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $37K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$828K
81% of total assets
Concern: liabilities are 81% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
+3% vs prior year
Spent
$2.7M
To programs
85%
Net assets
$189K
By yearFY2020–FY2025
Revenue
$2.2M
FY2024▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.8M
FY2021$1.9M
FY2022$2.4M
FY2023$2.2M
FY2024$2.2M
FY2025$2.9M
Expenses
$2.7M
FY2024▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.8M
FY2021$1.7M
FY2022$2.3M
FY2023$2.2M
FY2024$2.7M
FY2025$2.8M
Net assets
$189K
FY2024▼ -71%
Tap a bar for its year
Net assets by fiscal year
FY2020$444K
FY2021$643K
FY2022$709K
FY2023$646K
FY2024$189K
FY2025$332K

From the FY2024 Form 990 (year ending June 2024) · 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 Mar 1990.

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% · $2.3M Management & general 12% · $335K Fundraising 2% · $66K

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; $106K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$106,469Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2020
Beth Hatch$109,574$106,469$45,764$45,764—
Pamela Baker————$92,976

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 Collier County INC 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

Educates, supports, and advocates for individuals and families facing serious mental illnesses.

Questions for NAMI Collier County INC

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Provided by the organization

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3 programs · $2.3M · in their own filed words · FY2023
01

NAMI Collier is a nonprofit that provides no cost mental health support, advocacy, and education to inspire resilience and strengthen communities in our region. With roots dating back to 1987, NAMI Collier County is a nonprofit that has been serving Collier Countys social, emotional and behavioral health needs for generations.

$1.3Mprogram expense
02

NAMIs Health Under Guided Systems (H.U.G.S.) respond to the complex needs of children at risk of or with social, emotional, or behavioral health problems in Collier County and is one of the many programs offered by NAMI Collier at no cost. All research points to the earlier the intervention the better the outcome.

$624Kprogram expense
03

The goal of Self-Directed Care (FloridaSDC) is to respect and promote self-determination, recovery and full community inclusion for people who have been diagnosed with a mental illness and who depend on government subsidized mental wellness services.

$391Kprogram 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$7K
Total grants receivedfrom 3 funders$37K
See all 3 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.2M
Ln 12
Gifts and grantsLn 1h$2.3M
Investment incomeLn 3$734
Money outPt IX
$2.7M
Ln 25
Programscol B$2.3M
Managementcol C$335K
Fundraisingcol D$66K
Owns and owesPt X
$189K
net assets · Ln 32
Cash and savingsLn 1–2$11K
Total assetsLn 16$1.0M
LiabilitiesLn 26$828K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Government grantsLn 1e$970K
Noncash giftsLn 1g$237K
Fundraising eventsLn 1c$215K
Investment incomeLn 3$734
Gains on assetsLn 7$235
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$11K
SavingsLn 2$0
Cash and savings togetherLn 1–2$11K
InvestmentsLn 11–13$43K
Land, buildings, equipmentLn 10c$40K
Other assetsLn 15$715K
Total assetsLn 16$1.0M
LiabilitiesLn 26$828K
Net assetsLn 32$189K
OperationsPt I, VI
EmployeesI 530
VolunteersI 650
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 FY24End FY24
Cash and savingsLn 1–2$314K$11K
InvestmentsLn 11–13$40K$43K
Land, buildings, equipmentLn 10c$48K$40K
Total assetsLn 16$1.7M$1.0M
LiabilitiesLn 26$1.0M$828K
Net assetsLn 32$646K$189K
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$112K$56K$34K$22K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.2M$1.1M$64K$18K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$153K$139K$13K$2K
Payroll taxesLn 10$103K$93K$7K$3K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$111K$102K$9K
Advertising and promotionLn 12$28K$28K
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$26K$25K$625
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$13K$10K$3K
InsuranceLn 23$25K$19K$7K
Other expenses (24a–d)Ln 24$694K$633K$62K
All other expensesLn 24e$209K$154K$44K$11K
Total functional expensesLn 25$2.7M$2.3M$335K$66K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.9M$2.8M$145K$332K 990 PDF
FY2024 Viewing $2.2M$2.7M−$460K$189K 990 PDF
FY2023 $2.2M$2.2M−$65K$646K 990 PDF
FY2022 $2.4M$2.3M$72K$709K 990 PDF
FY2021 $1.9M$1.7M$200K$643K 990 PDF
FY2020 $1.8M$1.8M−$1K$444K 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 FY2024 990 (6 parts)
Part I · Summary $2,240,341 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,194,817$2,306,836
I-9 Program service revenue$0
I-10 Investment incomePrior year −$21,583$734
I-11 Other revenuePrior year $6,451−$67,229
I-12 Total revenuePrior year $2,179,685$2,240,341
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,284,976$1,593,496
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $960,028$1,106,638
I-18 Total expensesPrior year $2,245,004$2,700,134
I-19 Revenue less expensesPrior year −$65,319−$459,793
Part VI · Governance 12 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members12
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 $2,240,341 across 11 lines filed
VIII-1c Fundraising events$215,322
VIII-1e Government grants$969,633
VIII-1f All other contributions, gifts and grants$1,121,881
VIII-1g Noncash contributions (included above)$237,017
VIII-1h Total contributions, gifts and grants$2,306,836
VIII-3 Investment incomeExcluded from tax $499$499
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $235$235
VIII-8 Net income from fundraising events−$67,229
VIII-12 Total revenueExcluded from tax $734$2,240,341
Part IX · Statement of functional expenses $2,700,134 across 31 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 $56,143 · Management $33,686 · Fundraising $22,457$112,286
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,142,981 · Management $63,631 · Fundraising $18,372$1,224,984
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $138,893 · Management $12,894 · Fundraising $1,575$153,362
IX-10 Payroll taxesPrograms $93,011 · Management $6,730 · Fundraising $3,123$102,864
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $102,491 · Fundraising $8,975$111,466
IX-12 Advertising and promotionPrograms $28,075$28,075
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $25,064 · Management $625$25,689
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 amortizationPrograms $10,018 · Management $3,243$13,261
IX-23 InsurancePrograms $18,587 · Management $6,775$25,362
IX-24 Other expenses (24a–d)Programs $632,603 · Management $61,621$694,224
IX-24e All other expensesPrograms $153,920 · Management $43,501 · Fundraising $11,140$208,561
IX-25 Total functional expensesPrograms $2,299,295 · Management $335,197 · Fundraising $65,642$2,700,134
Part X · Balance sheet $1,016,998 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $314,353$10,627
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $310,456$197,942
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $46,039$10,118
X-10c Land, buildings and equipment, netStart of year $47,960$40,389
X-11 Publicly traded securities$0
X-12 Other securitiesStart of year $39,533$43,368
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $892,591$714,554
X-16 Total assetsStart of year $1,650,932$1,016,998
X-17 Accounts payable and accrued expensesStart of year $100,806$62,877
X-25 Other liabilitiesStart of year $904,351$765,038
X-26 Total liabilitiesStart of year $1,005,157$827,915
X-27 Net assets without donor restrictionsStart of year $553,124−$3,679
X-28 Net assets with donor restrictionsStart of year $92,651$192,762
X-32 Total net assets or fund balancesStart of year $645,775$189,083
X-33 Total liabilities and net assetsStart of year $1,650,932$1,016,998
Part XI · Reconciliation of net assets $189,083 net assets at year end
XI-1 Total revenue$2,240,341
XI-2 Total expenses$2,700,134
XI-3 Revenue less expenses−$459,793
XI-4 Net assets at start of year$645,775
XI-5 Net unrealized gains (losses) on investments$3,539
XI-7 Investment expenses−$438
XI-10 Net assets at end of year$189,083

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

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