Civic Intelligence

Nami of Missouri

EIN 43-1398666 • 501(c)3 • Jefferson City, MO

Profile

Nami missouri works to improve the quality of life for individuals living with mental illness and their families through support, education and advocacy.

3405 W Truman Blvd 102Jefferson City, MO 65109

www.nami.org/SITES/MO

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.16x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.17x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

27th percentile

-7.5%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

22nd percentile

-9.4%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$595,310

Down $61,844 (-9.4%) from 2024

Liabilities

Down

$93,710

Down $20,199 (-18%) from 2024

Net Assets

Down

$501,600

Down $41,645 (-7.7%) from 2024

Revenue

Down

$556,306

Down $221,217 (-28%) from 2024

Expenses

Up

$597,951

Up $12,614 (+2.2%) from 2024

Net Income

Down

-$41,645

Down $233,831 (-122%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $91,945Liabilities 2011: $21,541Net Assets 2011: $70,4042011Assets 2012: $108,435Liabilities 2012: $22,937Net Assets 2012: $85,4982012Assets 2013: $101,958Liabilities 2013: $18,583Net Assets 2013: $83,3752013Assets 2014: $120,237Liabilities 2014: $22,910Net Assets 2014: $97,3272014Assets 2015: $162,547Liabilities 2015: $21,203Net Assets 2015: $141,3442015Assets 2016: $220,906Liabilities 2016: $27,088Net Assets 2016: $193,8182016Assets 2017: $224,831Liabilities 2017: $25,427Net Assets 2017: $199,4042017Assets 2018: $247,371Liabilities 2018: $24,854Net Assets 2018: $222,5172018Assets 2019: $244,139Liabilities 2019: $39,018Net Assets 2019: $205,1212019Assets 2020: $321,655Liabilities 2020: $91,109Net Assets 2020: $230,5462020Assets 2021: $254,886Liabilities 2021: $28,323Net Assets 2021: $226,5632021Assets 2022: $340,356Liabilities 2022: $28,440Net Assets 2022: $311,9162022Assets 2023: $479,404Liabilities 2023: $128,345Net Assets 2023: $351,0592023Assets 2024: $657,154Liabilities 2024: $113,909Net Assets 2024: $543,2452024Assets 2025: $595,310Liabilities 2025: $93,710Net Assets 2025: $501,6002025

Highlighted filing

2025

Assets$595,310
Liabilities$93,710
Net Assets$501,600

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $379,4632011Expenses 2012: $357,8512012Expenses 2013: $372,9282013Revenue 2014: $405,595Expenses 2014: $391,643Net Income 2014: $13,9522014Revenue 2015: $391,179Expenses 2015: $347,162Net Income 2015: $44,0172015Revenue 2016: $440,595Expenses 2016: $388,121Net Income 2016: $52,4742016Revenue 2017: $478,807Expenses 2017: $473,221Net Income 2017: $5,5862017Revenue 2018: $499,524Expenses 2018: $476,411Net Income 2018: $23,1132018Revenue 2019: $519,209Expenses 2019: $536,605Net Income 2019: -$17,3962019Revenue 2020: $435,554Expenses 2020: $410,129Net Income 2020: $25,4252020Revenue 2021: $516,455Expenses 2021: $520,438Net Income 2021: -$3,9832021Revenue 2022: $513,126Expenses 2022: $427,773Net Income 2022: $85,3532022Revenue 2023: $610,857Expenses 2023: $558,214Net Income 2023: $52,6432023Revenue 2024: $777,523Expenses 2024: $585,337Net Income 2024: $192,1862024Revenue 2025: $556,306Expenses 2025: $597,951Net Income 2025: -$41,6452025

Highlighted filing

2025

Revenue$556,306
Expenses$597,951
Net Income-$41,645

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.95$0.94$5.02$5.56$5.98$0.42
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.57$1.14$5.43$7.78$5.85$1.92
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$1.28$3.51$6.11$5.58$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.28$3.12$5.13$4.28$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.28$2.27$5.16$5.20$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.91$2.31$4.36$4.10$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.39$2.05$5.19$5.37$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.25$2.23$5.00$4.76$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.25$1.99$4.79$4.73$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.27$1.94$4.41$3.88$0.52
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.21$1.41$3.91$3.47$0.44
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.23$0.97$4.06$3.92$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.19$0.83$3.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.23$0.85$3.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.22$0.70$3.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.0
Gross Receipts
$556,306
Mission and Program Overview

Mission

Nami missouri works to improve the quality of life for individuals living with mental illness and their families through support, education and advocacy.

Nami missouri provides support, education and advocacy to individuals living with mental illness and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$536,890$478,752▼ $58,138
Accounts Receivable$31,857$48,470▲ $16,613
Land, Buildings, and Equipment, Net$7,761$7,492▼ $269
Inventories for Sale or Use$7,330$6,772▼ $558
Prepaid Expenses and Deferred Charges$1,600$1,600→ $0
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$657,154$595,310▼ $61,844
Other Assets Total$71,616$52,124▼ $19,492
Liabilities
Other Liabilities$71,616$52,124▼ $19,492
Accounts Payable and Accrued Expenses$42,293$41,586▼ $707
Total Liabilities$113,909$93,710▼ $20,199
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$522,615$482,600▼ $40,015
Net Assets With Donor Restrictions$20,630$19,000▼ $1,630
Total Net Assets Fund Balance$543,245$501,600▼ $41,645
Total Liabilities and Net Assets / Fund Balance$657,154$595,310▼ $61,844

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,492$16,063$23,555
Other Assets Org$52,124--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert PennellPresident
Brandy CornwellBoard Member
Brin SpaunhorstBoard Member
Debora BiggsBoard Member
Donald SchnieppBoard Member
Terrance WhiteBoard Member
Mary Kelley1st Vice Pre
Barbara Buchanan2nd Vice Pre
Sarah BerkeSecretary
Eric PahlTreasurer
Larry LeipTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$318,305
Program Service Revenue
$221,681
Investment Income
$9,021
Other Revenue
$7,299
All Other Contributions
$100,746
Change in Net Assets
$-41,645

Audited Revenue Reconciliation

Revenue per Audited Statements
$556,306
Revenue Not Reported on Form 990
$119,205
Total Revenue per Audited Statements
$675,511
Total Revenue per Form 990
$556,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$365,193
Other Expenses$232,758
Total Fundraising Expense$35,022
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$207,285$70,620$27,829$305,734
Occupancy$35,001$1,073$420$36,494
Fees for Services Other$32,500--$32,500
Other Employee Benefits$16,216$5,525$2,177$23,918
Payroll Taxes$15,362$5,233$2,062$22,657
Office Expenses$19,267$1,000$392$20,659
Fees for Services Accounting$14,017$577$226$14,820
Pension Plan Contributions$8,735$2,976$1,173$12,884
Information Technology$6,257$106$42$6,405
Travel$4,777$23$9$4,809
Depreciation Depletion$1,646$557$217$2,420
Insurance$2,298$33$13$2,344
Other Expenses$344$116$45$505
Total Functional Expenses$474,026$88,903$35,022$597,951

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$717,156
Expenses per Audited Statements$597,951
Total Expenses per Form 990$597,951
Expenses Not Reported on Form 990$119,205
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,675
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability - Operating Lease$52,124
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Individuals who pay annual dues.

Form 990, Page 6, Part VI, Line 7A

Members in good standing elect officers to the nami mo board of directors.

Form 990, Page 6, Part VI, Line 7B

AMENDMENTS TO THE BYLAWS

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

Prior to filing with the irs, the form 990 is reviewed by the executive director, director of operations, board treasurer, and made available to board members.

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

Board members sign the policy statement and board members review the policy annually.

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

The board reviews compensation annually. They look at comparability with other similar organizations and performance.

Form 990, Page 6, Part VI, Line 19

Made available to members at annual meeting. Otherwise, this information is available upon request.

Filing and Contact Details

Filer

Filer Name
Nami of Missouri
EIN
43-1398666
Phone
5736347727
Address
3405 W TRUMAN BLVD 102, JEFFERSON CITY, MO 65109

Signing Officer

Name
Gena Terlizzi
Title
Executive Director
Phone
5736347727
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Pennell
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
333

Preparer

Firm
Seaver & Forck Cpas
Address
3523 AMAZONAS DR, JEFFERSON CITY, MO 65109
Preparer
Jacqueline Forck
Phone
5736365507
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Provide continuing education for mental health providers and other allied professionals.

Form 990, Page 2, Part III, Line 4D

Other exempt purpose accomplishments: 1. Training for mental health professionals - the provider education program includes continuing education training for mental health providers and allied professionals. 2. Parent ombudsman and education services - the parent ombudsman program provides support, education, information, and resources to parents and caregivers of children and adolescents with behavioral health disorders.

Form 990, Page 5, Part V, Line 3B

No unrelated taxable income for fiscal year ending june 30, 2025.

Raw XML AppendixShowing 400 of 478 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
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
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IRS990/Desc0THE DEPARTMENT OF MENTAL HEALTH FAMILY-TO-FAMILY EDUCATION CONTRACT SUPPORTS TRAINING, SUPPORT AND OUTREACH FOR FAMILY MEMBERS OF INDIVIDUALS LIVING WITH MENTAL ILLNESS. THE CORNERSTONE OF THIS PROGRAM IS THE 8-WEEK FAMILY-TO-FAMILY COURSE, WHICH IS A DESIGNATED EVIDENCE-BASED PROGRAM THAT FOCUSES ON COPING AND PROBLEM-SOLVING FOR FAMILY MEMBERS AND LOVED ONES OF INDIVIDUALS LIVING WITH MENTAL ILLNESS.
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IRS990/MissionDesc0NAMI MISSOURI WORKS TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS LIVING WITH MENTAL ILLNESS AND THEIR FAMILIES THROUGH SUPPORT, EDUCATION AND ADVOCACY.
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IRS990/PrincipalOfficerNm0ROBERT PENNELL
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IRS990/ProgramServiceRevenueGrp/Desc0DEPARTMENT OF MENTAL HEALTH
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE SAMHSA STATEWIDE CONSUMER NETWORK (SCN) GRANT IS DESIGNED TO STRENGTHEN A STATEWIDE NETWORK OF PEERS WITH LIVED EXPERIENCE WHO WORK TO IMPROVE ACCESS TO SUPPORT AND INTERACTION WITH MENTAL HEALTH SERVICES ACROSS THE STATE. THIS INCLUDES TRAINING AND SUPPORT FOR THE IN OUR OWN VOICE PRESENTATION PROGRAM, CONNECTION RECOVERY SUPPORT GROUPS, PEER-TO-PEER EDUCATION COURSE, AND NAMI SMARTS AND PARTNERS IN POLICY ADVOCACY TRAINING, AS WELL AS EFFORTS TO INCREASE PEER REPRESENTATION ON STATE AND LOCAL COMMITTEES, WORKGROUPS AND BOARDS THAT ADDRESS ISSUES RELATED TO MENTAL HEALTH CONCERNS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE SAMHSA STATEWIDE FAMILY NETWORK (SFN) GRANT IS DESIGNED TO STRENGTHEN A STATEWIDE NETWORK OF FAMILY MEMBERS OF INDIVIDUALS WITH MENTAL HEALTH CONDITIONS WHO WORK TO IMPROVE ACCESS TO SUPPORT AND INTERACTION WITH MENTAL HEALTH SERVICES ACROSS THE STATE. THIS INCLUDES TRAINING AND SUPPORT FOR THE HOLDING HOPE PRESENTATION PROGRAM, FAMILY SUPPORT GROUPS, FAITHNET PRESENTATIONS, NAMI SMARTS AND PARTNERS IN POLICY ADVOCACY TRAINING,AS WELL AS EFFORTS TO INCREASE FAMILY MEMBER REPRESENTATION ON STATE AND LOCAL COMMITTEES, WORKGROUPS AND BOARDS THAT ADDRESS ISSUES RELATED TO MENTAL HEALTH CONCERNS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER EXEMPT PURPOSE ACCOMPLISHMENTS: 1. TRAINING FOR MENTAL HEALTH PROFESSIONALS - THE PROVIDER EDUCATION PROGRAM INCLUDES CONTINUING EDUCATION TRAINING FOR MENTAL HEALTH PROVIDERS AND ALLIED PROFESSIONALS. 2. PARENT OMBUDSMAN AND EDUCATION SERVICES - THE PARENT OMBUDSMAN PROGRAM PROVIDES SUPPORT, EDUCATION, INFORMATION, AND RESOURCES TO PARENTS AND CAREGIVERS OF CHILDREN AND ADOLESCENTS WITH BEHAVIORAL HEALTH DISORDERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE CONTINUING EDUCATION FOR MENTAL HEALTH PROVIDERS AND OTHER ALLIED PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER EXEMPT PURPOSE ACCOMPLISHMENTS: 1. TRAINING FOR MENTAL HEALTH PROFESSIONALS - THE PROVIDER EDUCATION PROGRAM INCLUDES CONTINUING EDUCATION TRAINING FOR MENTAL HEALTH PROVIDERS AND ALLIED PROFESSIONALS. 2. PARENT OMBUDSMAN AND EDUCATION SERVICES - THE PARENT OMBUDSMAN PROGRAM PROVIDES SUPPORT, EDUCATION, INFORMATION, AND RESOURCES TO PARENTS AND CAREGIVERS OF CHILDREN AND ADOLESCENTS WITH BEHAVIORAL HEALTH DISORDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO UNRELATED TAXABLE INCOME FOR FISCAL YEAR ENDING JUNE 30, 2025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INDIVIDUALS WHO PAY ANNUAL DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS IN GOOD STANDING ELECT OFFICERS TO THE NAMI MO BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AMENDMENTS TO THE BYLAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR TO FILING WITH THE IRS, THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, DIRECTOR OF OPERATIONS, BOARD TREASURER, AND MADE AVAILABLE TO BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOARD MEMBERS SIGN THE POLICY STATEMENT AND BOARD MEMBERS REVIEW THE POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD REVIEWS COMPENSATION ANNUALLY. THEY LOOK AT COMPARABILITY WITH OTHER SIMILAR ORGANIZATIONS AND PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MADE AVAILABLE TO MEMBERS AT ANNUAL MEETING. OTHERWISE, THIS INFORMATION IS AVAILABLE UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
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