Civic Intelligence

Nami Delaware and Morrow Counties

990 • Fiscal year 2021 • EIN 27-3448885

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 27, 2021

Organization ProfileNAMIMIDOHIO.ORG
814 Bowtown Road PO Box 601Delaware, OH 43015

(740) 815-1767

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.06x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$95,492

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

$204,421

No earlier filing loaded for comparison.

Net Assets

$175,970

No earlier filing loaded for comparison.

Liabilities

$28,451

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin59th percentile

Revenue

$455,114

No earlier filing loaded for comparison.

Expenses

$386,174

No earlier filing loaded for comparison.

Net Income

$68,940

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2021: $204,421Liabilities 2021: $28,451Net Assets 2021: $175,9702021Assets 2022: $193,220Liabilities 2022: $16,304Net Assets 2022: $176,9162022Assets 2023: $308,397Liabilities 2023: $25,761Net Assets 2023: $282,6362023Assets 2024: $260,235Liabilities 2024: $37,235Net Assets 2024: $223,0002024

Highlighted filing

2021

Assets$204,421
Liabilities$28,451
Net Assets$175,970
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2021: $455,114Expenses 2021: $386,174Net Income 2021: $68,9402021Revenue 2022: $486,337Expenses 2022: $485,391Net Income 2022: $9462022Revenue 2023: $744,409Expenses 2023: $638,689Net Income 2023: $105,7202023Revenue 2024: $561,702Expenses 2024: $621,338Net Income 2024: -$59,6362024

Highlighted filing

2021

Revenue$455,114
Expenses$386,174
Net Income$68,940
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$455,114
Mission and Program Overview

Mission

To improve the quality of life and ensure dignity and respect for persons with serious mental illness, and offer support to their families and close friends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,584$183,220▲ $75,636
Pledges and Grants Receivable$19,970$20,502▲ $532
Prepaid Expenses and Deferred Charges-$699-
Total Assets$127,554$204,421▲ $76,867
Liabilities
Accounts Payable and Accrued Expenses$20,524$28,451▲ $7,927
Total Liabilities$20,524$28,451▲ $7,927
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$107,030$175,970▲ $68,940
Total Net Assets Fund Balance$107,030$175,970▲ $68,940
Total Liabilities and Net Assets / Fund Balance$127,554$204,421▲ $76,867
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd WaltsExecutive DirectorsFT$84,821$10,671$95,492

Board Members and Trustees

NameTitle
Stuart JohnsonPresident
Aileen HoffmanTrustee
Amy FleenorTrustee
Bethany BrownTrustee
Melissa MeyerTrustee
Mona ReillyTrustee
Robin LincolnTrustee
Alex KlepaczSecretary
Tracy PlouckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$455,114
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$26,114
Change in Net Assets
$68,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$272,891
Other Expenses$113,283
Total Fundraising Expense$5,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$204,826$63,586$4,479$272,891
Advertising$30,682--$30,682
Occupancy$16,463--$16,463
Fees for Services Legal$7,483$5,530$18$13,031
Information Technology$4,037$1,153$577$5,767
Insurance$2,559$737-$3,296
All Other Expenses$2,558--$2,558
Travel$2,539--$2,539
Fees for Services Management$2,290$96-$2,386
Other Expenses$1,839$2$55$1,896
Office Expenses$21--$21
Total Functional Expenses$309,737$71,308$5,129$386,174
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
Yes
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 governing body review Part VI line 11

“The 990 is distributed to the finance committee and the whole board of directors for review. The 990 is then put on the agenda for the next board meeting as a discussion, change/correction, and approval by board action.”

Conflict of interest policy compliance Part VI line 12C

“The organization has a board approved conflict of interest policy requiring any party with a conflict or interest in any action to immediately identify and recuse from any discussion or action on the item. Annually each board member and senior staff complete and sign a conflict of interest questionnaire/disclosure form.”

CEO executive director top management comp Part VI line 15A

“The organization has policy and procedure to determine compensation for the executive director.”

Other officer or key employee compensation Part VI line 15B

“The organization has a policy and procedure to determine compensation of the executive director that includes review by independent persons, comparability data through research, and contemporaneous substantiation of the deliberation and discussion.”

Governing documents etc available to public Part VI line 19

“Governing documents, conflict of interest policy, and financial statements are made available to the public by request at our office, distributed at board meetings each month and at the annual members meeting.”

Filing and Contact Details

Filer

Filer Name
NAMI Delaware and Morrow Counties
EIN
27-3448885
Address
814 Bowtown Road PO Box 601, Delaware, OH 43015

Signing Officer

Name
Todd Walts
Title
Executive Direc
Phone
4409860236
Signed
2021-10-27
Discuss with paid preparer
No

Organization Details

Formed
2001
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
11
Volunteers
75

Preparer

Firm
Hwa Alliance of CPA Firms Inc
Address
6100 OAK TREE BLVD SUITE 200, Independence, OH 44131
Preparer
Hwspivey
Phone
8009133919
Raw XML Appendix386 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020524
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028451
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To improve the quality of life and ensure dignity and respect for persons with serious mental illness, and offer support to their families and close friends.
IRS990/AdvertisingGrp/ProgramServicesAmt030682
IRS990/AdvertisingGrp/TotalAmt030682
IRS990/AllOtherContributionsAmt026114
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02558
IRS990/AllOtherExpensesGrp/TotalAmt02558
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0Todd Walts
IRS990/BooksInCareOfDetail/PhoneNum07408151767
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0814 Bowtown Road PO Box 601
IRS990/BooksInCareOfDetail/USAddress/CityNm0Delaware
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043015
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0107584
IRS990/CashNonInterestBearingGrp/EOYAmt0183220
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0455114
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0113283
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt068940
IRS990/CYSalariesCompEmpBnftPaidAmt0272891
IRS990/CYTotalExpensesAmt0386174
IRS990/CYTotalFundraisingExpenseAmt05129
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0455114
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Education Classes,presentations,support groups and referral for mental illness provided to the community at no cost.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0309737
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/FundraisingAmt018
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05530
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt07483
IRS990/FeesForServicesLegalGrp/TotalAmt013031
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt096
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt02290
IRS990/FeesForServicesManagementGrp/TotalAmt02386
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt010671
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Todd Walts
IRS990/Form990PartVIISectionAGrp/PersonNm1Melissa Meyer
IRS990/Form990PartVIISectionAGrp/PersonNm2Robin Lincoln
IRS990/Form990PartVIISectionAGrp/PersonNm3Mona Reilly
IRS990/Form990PartVIISectionAGrp/PersonNm4Amy Fleenor
IRS990/Form990PartVIISectionAGrp/PersonNm5Aileen Hoffman
IRS990/Form990PartVIISectionAGrp/PersonNm6Bethany Brown
IRS990/Form990PartVIISectionAGrp/PersonNm7Stuart Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm8Tracy Plouck
IRS990/Form990PartVIISectionAGrp/PersonNm9Alex Klepacz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt084821
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Directors
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0427558
IRS990/GrantAmt0246759
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0455114
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0577
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01153
IRS990/InformationTechnologyGrp/ProgramServicesAmt04037
IRS990/InformationTechnologyGrp/TotalAmt05767
IRS990/InsuranceGrp/ManagementAndGeneralAmt0737
IRS990/InsuranceGrp/ProgramServicesAmt02559
IRS990/InsuranceGrp/TotalAmt03296
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01442
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To improve the quality of life and ensure dignity and respect for persons with serious mental illness, and offer support to their families and close friends.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0107030
IRS990/NetAssetsOrFundBalancesEOYAmt0175970
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0107030
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0175970
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt016463
IRS990/OccupancyGrp/TotalAmt016463
IRS990/OfficeExpensesGrp/ProgramServicesAmt021
IRS990/OfficeExpensesGrp/TotalAmt021
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Program Expense
IRS990/OtherExpensesGrp/Desc1Honorariums
IRS990/OtherExpensesGrp/Desc2Meals
IRS990/OtherExpensesGrp/Desc3Postage
IRS990/OtherExpensesGrp/FundraisingAmt055
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0204
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12
IRS990/OtherExpensesGrp/ProgramServicesAmt023044
IRS990/OtherExpensesGrp/ProgramServicesAmt19757
IRS990/OtherExpensesGrp/ProgramServicesAmt21639
IRS990/OtherExpensesGrp/ProgramServicesAmt31839
IRS990/OtherExpensesGrp/TotalAmt023044
IRS990/OtherExpensesGrp/TotalAmt19757
IRS990/OtherExpensesGrp/TotalAmt21843
IRS990/OtherExpensesGrp/TotalAmt31896
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04479
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt063586
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0204826
IRS990/OtherSalariesAndWagesGrp/TotalAmt0272891
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt019970
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020502
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0699
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0322084
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt069570
IRS990/PYRevenuesLessExpensesAmt057422
IRS990/PYSalariesCompEmpBnftPaidAmt0195092
IRS990/PYTotalExpensesAmt0264662
IRS990/PYTotalRevenueAmt0322084
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt068940
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0455114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0332084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0169232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt087539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033713
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01077682
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75440
IRS990ScheduleA/PublicSupportTotal170Amt0812967
IRS990ScheduleA/SubstantialContributorsTotAmt0264715
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0455114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0332084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0169232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt087539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033713
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01077682
IRS990ScheduleA/TotalSupportAmt01077682
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is distributed to the finance committee and the whole board of directors for review. The 990 is then put on the agenda for the next board meeting as a discussion, change/correction, and approval by board action.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has a board approved conflict of interest policy requiring any party with a conflict or interest in any action to immediately identify and recuse from any discussion or action on the item. Annually each board member and senior staff complete and sign a conflict of interest questionnaire/disclosure form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization has policy and procedure to determine compensation for the executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has a policy and procedure to determine compensation of the executive director that includes review by independent persons, comparability data through research, and contemporaneous substantiation of the deliberation and discussion.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents, conflict of interest policy, and financial statements are made available to the public by request at our office, distributed at board meetings each month and at the annual members meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0127554
IRS990/TotalAssetsEOYAmt0204421
IRS990/TotalAssetsGrp/BOYAmt0127554
IRS990/TotalAssetsGrp/EOYAmt0204421
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0455114
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05129
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0309737
IRS990/TotalFunctionalExpensesGrp/TotalAmt0386174
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020524
IRS990/TotalLiabilitiesEOYAmt028451
IRS990/TotalLiabilitiesGrp/BOYAmt020524
IRS990/TotalLiabilitiesGrp/EOYAmt028451
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107030
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0175970
IRS990/TotalOtherCompensationAmt010671
IRS990/TotalProgramServiceExpensesAmt0309737
IRS990/TotalReportableCompFromOrgAmt084821
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0455114
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0127554
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0204421
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt02539
IRS990/TravelGrp/TotalAmt02539
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Todd Walts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum04409860236
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI Delaware and Morrow Counties
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0273448885
ReturnHeader/Filer/USAddress/AddressLine1Txt0814 Bowtown Road PO Box 601
ReturnHeader/Filer/USAddress/CityNm0Delaware
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043015
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813010192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HWA ALLIANCE OF CPA FIRMS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06100 OAK TREE BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Independence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum08009133919
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hwspivey
ReturnHeader/ReturnTs02021-11-11T00:10:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Todd
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Walts
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,421
Liabilities
$28,451
Net assets
$175,970
Revenue
$455,114
Expenses
$386,174
Net income
$68,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.37$2.23$5.62$6.21$0.60
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.26$2.83$7.44$6.39$1.06
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.16$1.77$4.86$4.85$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.28$1.76$4.55$3.86$0.69