Civic Intelligence

National Alliance on Mental Illness

990 • Fiscal year 2019 • EIN 20-4135679

Jan 01, 2019 to Dec 31, 2019 • Filed on May 01, 2020

1432 Easton Rd Suite 2DWarrington, PA 18976

(215) 343-3055

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$62,191

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

89th percentile

79%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

88%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$156,130

Up $69,015 (+79%) from 2018

Net Assets

$151,704

No earlier filing loaded for comparison.

Liabilities

Down

$4,426

Down $8,449 (-66%) from 2018

Revenue

Up

$328,136

Up $153,454 (+88%) from 2018

Expenses

Up

$250,672

Up $58,083 (+30%) from 2018

Net Income

Up

$77,464

Up $95,371 (+533%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $103,506Liabilities 2011: $6,049Net Assets 2011: $97,4572011Assets 2012: $100,972Liabilities 2012: $2,498Net Assets 2012: $98,4742012Assets 2013: $117,699Liabilities 2013: $14,665Net Assets 2013: $103,0342013Assets 2014: $100,241Liabilities 2014: $7,0352014Assets 2015: $119,124Liabilities 2015: $11,2362015Assets 2016: $119,608Liabilities 2016: $9,168Net Assets 2016: $110,4402016Assets 2017: $104,758Liabilities 2017: $12,611Net Assets 2017: $92,1472017Assets 2018: $87,115Liabilities 2018: $12,8752018Assets 2019: $156,130Liabilities 2019: $4,426Net Assets 2019: $151,7042019Assets 2020: $146,744Liabilities 2020: $6,683Net Assets 2020: $140,0612020Assets 2021: $194,651Liabilities 2021: $1,700Net Assets 2021: $192,9512021Assets 2022: $159,652Liabilities 2022: $1,550Net Assets 2022: $158,1022022Assets 2023: $140,653Liabilities 2023: $14,821Net Assets 2023: $125,8322023

Highlighted filing

2019

Assets$156,130
Liabilities$4,426
Net Assets$151,704

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $102,762Expenses 2011: $99,304Net Income 2011: $3,4582011Revenue 2012: $99,042Expenses 2012: $98,025Net Income 2012: $1,0172012Revenue 2013: $119,661Expenses 2013: $115,101Net Income 2013: $4,5602013Revenue 2014: $97,270Expenses 2014: $107,098Net Income 2014: -$9,8282014Revenue 2015: $135,220Expenses 2015: $120,538Net Income 2015: $14,6822015Revenue 2016: $138,152Expenses 2016: $135,590Net Income 2016: $2,5622016Revenue 2017: $162,334Expenses 2017: $180,627Net Income 2017: -$18,2932017Revenue 2018: $174,682Expenses 2018: $192,589Net Income 2018: -$17,9072018Revenue 2019: $328,136Expenses 2019: $250,672Net Income 2019: $77,4642019Revenue 2020: $309,478Expenses 2020: $321,121Net Income 2020: -$11,6432020Revenue 2021: $458,560Expenses 2021: $405,670Net Income 2021: $52,8902021Revenue 2022: $507,178Expenses 2022: $549,094Net Income 2022: -$41,9162022Revenue 2023: $588,993Expenses 2023: $621,263Net Income 2023: -$32,2702023

Highlighted filing

2019

Revenue$328,136
Expenses$250,672
Net Income$77,464
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 1, 2020
Return Version
2019v5.0
Gross Receipts
$342,350
Mission and Program Overview

Mission

Provide support and education for people with mental health conditions and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$38,122$64,392▲ $26,270
Cash and Non-Interest-Bearing Accounts$18,581$46,003▲ $27,422
Investments in Publicly Traded Securities-$35,293-
Savings and Temporary Cash Investments$30,412$10,442▼ $19,970
Total Assets$87,115$156,130▲ $69,015
Liabilities
Accounts Payable and Accrued Expenses$12,875$4,426▼ $8,449
Total Liabilities$12,875$4,426▼ $8,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$74,240$151,704▲ $77,464
Total Net Assets Fund Balance$74,240$151,704▲ $77,464
Total Liabilities and Net Assets / Fund Balance$87,115$156,130▲ $69,015
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie MoritzExecutive DiFT$50,770$11,421$62,191

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$170,800
Program Service Revenue
$169,268
Investment Income
$48
Other Revenue
$-11,980
All Other Contributions
$75,300
Change in Net Assets
$77,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$328,136
Total Revenue per Audited Statements
$328,136
Total Revenue per Form 990
$328,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$147,821
Other Expenses$102,851
Total Fundraising Expense$7,699
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,381-$712$76,093
Current Officers, Directors, Trustees, and Key Employees$56,136$3,244$2,811$62,191
Office Expenses$12,513$13,020$3,031$28,564
Occupancy$16,660$4,579$935$22,174
Payroll Taxes$7,054$171$186$7,411
Insurance-$6,569-$6,569
Conferences and Meetings$1,980$4,269-$6,249
Fees for Services Accounting-$3,555-$3,555
Travel$2,001$644-$2,645
Other Employee Benefits$2,126--$2,126
Information Technology$1,604$442$3$2,049
Fees for Services Other$783$19$21$823
Other Expenses$508$270-$778
Advertising$100--$100
Fees for Services Legal-$55-$55
Total Functional Expenses$206,134$36,839$7,699$250,672

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$250,672
Total Expenses per Audited Statements$250,672
Total Expenses per Form 990$250,672
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,214
Fundraising Gross Income$2,183
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mh Stride$97,683$2,183$7,026$-4,843
Total Events$97,683$2,183$14,214$-12,031
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 is provided to the board for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

Conflicts of interest are discussed throughout the year if and when the situation occurs. In addition, the policy is reviewed annually by the board and officers.

Form 990, Page 6, Part VI, Line 15A

Compensatin is determined by the board of directors based on review of officers in similar organizations.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon written request.

Filing and Contact Details

Filer

Filer Name
Nami Bucks County Pa
EIN
20-4135679
Phone
2153433055
Address
1432 EASTON RD SUITE 2D, WARRINGTON, PA 18976

Signing Officer

Name
Debbie Moritz
Title
Executive Director
Phone
2154425637
Signed
2020-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Moritz
Formed
2006
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
60

Preparer

Firm
Bee Bergvall & Co
Address
PO BOX 754, WARRINGTON, PA 18976-0754
Preparer
Cynthia Bergvall CPA
Phone
2153432727
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IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0164996
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14272
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14272
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt077464
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0169268
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030412
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010442
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 2,068
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0177255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0105745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0499245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt089
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0372
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0490680
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt051
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01961
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02068
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99510
IRS990ScheduleA/PublicSupportPY170Pct00.95510
IRS990ScheduleA/PublicSupportTotal170Amt0499245
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0177255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0105745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt085174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054891
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0499245
IRS990ScheduleA/TotalSupportAmt0501685
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0250672
IRS990ScheduleD/RevenueSubtotalAmt0328136
IRS990ScheduleD/TotalExpensesPerForm990Amt0250672
IRS990ScheduleD/TotalRevenuePerForm990Amt0328136
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0328136
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0250672
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt095500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt095500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014214
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0789
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0789
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MH STRIDE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt097683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt097683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02183
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12031
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01399
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01399
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07026
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07026
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST ARE DISCUSSED THROUGHOUT THE YEAR IF AND WHEN THE SITUATION OCCURS. IN ADDITION, THE POLICY IS REVIEWED ANNUALLY BY THE BOARD AND OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATIN IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON REVIEW OF OFFICERS IN SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt087115
IRS990/TotalAssetsEOYAmt0156130
IRS990/TotalAssetsGrp/BOYAmt087115
IRS990/TotalAssetsGrp/EOYAmt0156130
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0170800
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07699
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036839
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0206134
IRS990/TotalFunctionalExpensesGrp/TotalAmt0250672
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012875
IRS990/TotalLiabilitiesEOYAmt04426
IRS990/TotalLiabilitiesGrp/BOYAmt012875
IRS990/TotalLiabilitiesGrp/EOYAmt04426
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt074240
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0151704
IRS990/TotalOtherCompensationAmt011421
IRS990/TotalProgramServiceExpensesAmt0206134
IRS990/TotalProgramServiceRevenueAmt0169268
IRS990/TotalReportableCompFromOrgAmt050770

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.15$1.26$5.89$6.21$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.02$1.58$5.07$5.49$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.02$1.93$4.59$4.06$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.07$1.40$3.09$3.21$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.04$1.52$3.28$2.51$0.77
2018Summary only. Only limited summary data is available for this year.$0.87$0.13$1.75$1.93$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.13$0.92$1.62$1.81$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.09$1.10$1.38$1.36$0.03
2015Summary only. Only limited summary data is available for this year.$1.19$0.11$1.35$1.21$0.15
2014Summary only. Only limited summary data is available for this year.$1.00$0.07$0.97$1.07$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.15$1.03$1.20$1.15$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.02$0.98$0.99$0.98$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.06$0.97$1.03$0.99$0.03