Civic Intelligence

Nami Montgomery County (MD) Inc

EIN 52-1150412 • 501(c)3 • Rockville, MD

Profile

Charitable Organization to provide to those who suffer from mental illness and education to the public regarding mental illness

Refreshing map…

1 Research Court Ste 315Rockville, MD 20850

www.namimc.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.32x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.21x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

39th percentile

-0.5%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$142,568

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

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

Asset Growth

35th percentile

-2.4%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Down

$442,091

Down $44,700 (-9.2%) from 2023

Liabilities

Up

$142,568

Up $72,301 (+103%) from 2023

Net Assets

Down

$299,523

Down $117,001 (-28%) from 2023

Revenue

Up

$685,032

Up $85,274 (+14%) from 2023

Expenses

Up

$688,303

Up $29,256 (+4.4%) from 2023

Net Income

Up

-$3,271

Up $56,018 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $323,344Liabilities 2011: $221,983Net Assets 2011: $101,3612011Assets 2012: $319,144Liabilities 2012: $132,285Net Assets 2012: $186,8592012Assets 2013: $258,889Liabilities 2013: $97,576Net Assets 2013: $161,3132013Assets 2014: $239,089Liabilities 2014: $202,281Net Assets 2014: $36,8082014Assets 2015: $157,086Liabilities 2015: $74,449Net Assets 2015: $82,6372015Assets 2016: $96,461Liabilities 2016: $63,610Net Assets 2016: $32,8512016Assets 2017: $149,634Liabilities 2017: $16,965Net Assets 2017: $132,6692017Assets 2018: $376,473Liabilities 2018: $124,979Net Assets 2018: $251,4942018Assets 2019: $352,772Liabilities 2019: $33,033Net Assets 2019: $319,7392019Assets 2020: $420,781Liabilities 2020: $109,216Net Assets 2020: $311,5652020Assets 2021: $629,050Liabilities 2021: $29,610Net Assets 2021: $599,4402021Assets 2022: $561,931Liabilities 2022: $86,118Net Assets 2022: $475,8132022Assets 2023: $486,791Liabilities 2023: $70,267Net Assets 2023: $416,5242023Assets 2025: $442,091Liabilities 2025: $142,568Net Assets 2025: $299,5232025

Highlighted filing

2025

Assets$442,091
Liabilities$142,568
Net Assets$299,523

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $507,543Expenses 2011: $514,812Net Income 2011: -$7,2692011Revenue 2012: $589,177Expenses 2012: $503,679Net Income 2012: $85,4982012Revenue 2013: $420,439Expenses 2013: $445,985Net Income 2013: -$25,5462013Revenue 2014: $329,598Expenses 2014: $454,103Net Income 2014: -$124,5052014Revenue 2015: $479,282Expenses 2015: $433,453Net Income 2015: $45,8292015Revenue 2016: $497,415Expenses 2016: $547,201Net Income 2016: -$49,7862016Revenue 2017: $626,824Expenses 2017: $527,006Net Income 2017: $99,8182017Revenue 2018: $743,161Expenses 2018: $624,336Net Income 2018: $118,8252018Revenue 2019: $765,061Expenses 2019: $696,816Net Income 2019: $68,2452019Revenue 2020: $596,711Expenses 2020: $604,885Net Income 2020: -$8,1742020Revenue 2021: $841,988Expenses 2021: $554,113Net Income 2021: $287,8752021Revenue 2022: $567,650Expenses 2022: $686,851Net Income 2022: -$119,2012022Revenue 2023: $599,758Expenses 2023: $659,047Net Income 2023: -$59,2892023Revenue 2025: $685,032Expenses 2025: $688,303Net Income 2025: -$3,2712025

Highlighted filing

2025

Revenue$685,032
Expenses$688,303
Net Income-$3,271

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$1.43$3.00$6.85$6.88$0.03
2023Summary only. Only limited summary data is available for this year.$4.87$0.70$4.17$6.00$6.59$0.59
2022Summary only. Only limited summary data is available for this year.$5.62$0.86$4.76$5.68$6.87$1.19
2021Summary only. Only limited summary data is available for this year.$6.29$0.30$5.99$8.42$5.54$2.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$1.09$3.12$5.97$6.05$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.33$3.20$7.65$6.97$0.68
2018Summary only. Only limited summary data is available for this year.$3.76$1.25$2.51$7.43$6.24$1.19
2017Summary only. Only limited summary data is available for this year.$1.50$0.17$1.33$6.27$5.27$1.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.64$0.33$4.97$5.47$0.50
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.74$0.83$4.79$4.33$0.46
2014Detailed filing. Detailed filing data is available for this year.$2.39$2.02$0.37$3.30$4.54$1.25
2013Summary only. Only limited summary data is available for this year.$2.59$0.98$1.61$4.20$4.46$0.26
2012Summary only. Only limited summary data is available for this year.$3.19$1.32$1.87$5.89$5.04$0.85
2011Summary only. Only limited summary data is available for this year.$3.23$2.22$1.01$5.08$5.15$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 14, 2026
Return Version
2024v5.2
Gross Receipts
$695,212
Mission and Program Overview

Mission

Nami montgomery county builds communities of peers to provide support, education and advocacy for all affected by mental health conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$396,058$264,579▼ $131,479
Accounts Receivable$15,610$45,048▲ $29,438
Prepaid Expenses and Deferred Charges$12,925$9,140▼ $3,785
Land, Buildings, and Equipment, Net$1,871$2,812▲ $941
Investments in Publicly Traded Securities$991--
Total Assets$452,759$442,091▼ $10,668
Other Assets Total$25,304$120,512▲ $95,208
Liabilities
Other Liabilities$23,713$136,031▲ $112,318
Deferred Revenue$100,000--
Accounts Payable and Accrued Expenses$26,252$6,537▼ $19,715
Total Liabilities$149,965$142,568▼ $7,397
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$302,794$299,523▼ $3,271
Total Net Assets Fund Balance$302,794$299,523▼ $3,271
Total Liabilities and Net Assets / Fund Balance$452,759$442,091▼ $10,668

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,292$29,565$30,857
Buildings$1,520$732$2,252
Other Assets Org$120,512--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sharon DietscheExecutive DirectorFT$142,568$142,568

Board Members and Trustees

NameTitle
Joshua WooldridgePresident
Aaron FeldmanVice President
Courtney PetersonDirector
Mildred Holmes WilliamsDirector
Mimi KressDirector
Mirela PetreDirector
Tyra DentDirector
Helen HocknellSecretary
Ana MoralesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$674,818
Program Service Revenue
$0
Investment Income
$9,217
Other Revenue
$997
All Other Contributions
$349,582
Change in Net Assets
$-3,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$685,032
Revenue Not Reported on Form 990
$17,972
Total Revenue per Audited Statements
$703,004
Total Revenue per Form 990
$685,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$517,718
Total Fundraising Expense$181,544
Other Expenses$170,493
Professional Fundraising Fees$92
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$175,086$33,517$88,923$297,526
Current Officers, Directors, Trustees, and Key Employees$86,886$16,633$44,129$147,648
Fees for Services Accounting-$38,985$692$39,677
Payroll Taxes$21,210$5,810$10,868$37,888
Occupancy-$37,315-$37,315
Other Employee Benefits-$34,656-$34,656
Fees for Services Other-$29,505$432$29,937
Office Expenses$3,446$13,235$11,285$27,966
Other Expenses$300$3$5,754$5,757
Insurance-$4,526-$4,526
Conferences and Meetings$434-$1,659$2,093
Travel$572$614$634$1,820
Depreciation Depletion-$1,311-$1,311
Fees for Services Professional Fundraising--$92$92
Fees for Services Legal-$49$1$50
Total Functional Expenses$287,934$218,825$181,544$688,303

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$706,275
Expenses per Audited Statements$688,303
Total Expenses per Form 990$688,303
Expenses Not Reported on Form 990$17,972
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,180
Fundraising Gross Income$10,180
Professional Fundraising Fees$92

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk Event$166,191$10,180$8,564$1,616
Total Events$166,191$10,180$10,180-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$136,031
Operating Lease Liability-
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, Part VI, Section B, Line 11B

Executive committee reviews and approves tax returns form 990 before filing.

Form 990, Part VI, Section B, Line 12C

Nami monitors and enforces compliance with their conflict of interest policy.

Form 990, Part VI, Section B, Line 15A

Board of directors approves compensation for the executive director.

Form 990, Part VI, Section C, Line 19A

Financial statements, governing documents and conflict of interest policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Nami Montgomerty County (md) Inc
EIN
52-1150412
Phone
3019495852
Address
1 RESEARCH COURT STE 315, ROCKVILLE, MD 20850

Signing Officer

Name
Josh Wooldridge
Title
President of the Board of Directors
Phone
3019495852
Signed
2026-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh Wooldridge
Formed
1979
Legal Domicile
Md
Voting Board Members
9
Independent Board Members
9
Employees
7
Volunteers
58

Preparer

Firm
Alta CPA Group
Address
59 Franklin St 2nd Floor, Annapolis, MD 21401
Preparer
Jeffrey Griffith
Phone
4103495101
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

Program description our programs aim to develop supportive relationships, strengthen coping skills, promote empathy and foster an understanding that mental health conditions are no ones fault. Participants learn how to prevent and respond to crises, how to access resources and how to effectively advocate for themselves and their loved ones. As the leading peer-led mental health support organization in montgomery county, our mission became increasingly important during the covid-19 pandemic that exacerbated mental health stressors. The increase in mental health needs has created tremendous stress on our under-resourced mental health treatment infrastructure. Nami montgomery county programs are needed more than ever. Nami montgomery county classes nami montgomery county signature classes include, nami family-to-family is an eight-week 20-hour class and nami basics is a six-week 15-hour class. Family-to-family and basics aim to educate caregivers and parents of individuals living with mental illness. These classes for caregivers not only teach information and strategies for taking care of the person they love, but they are held in group settings that provide mutual support and shared positive impact. Participants learn that they are not alone and gain valuable support from a community that understands what they are going through. Participants learn problem solving and effective communication skills, self-care and stress management, how to support their loved one with compassion, how to find and use local support networks and services, how to navigate school and justice systems, up-to-date information on mental health conditions and how they affect the brain, crisis management, current treatments and therapies , the impact of mental health conditions on the entire family nami peer-to-peer is an eight week 16-hour class for adults living with a mental health condition who are looking to better understand themselves and their recovery. This class includes activities, discussions and informative videos in a safe, confidential space that encourages mutual support and growth. Participants learn to set a vision and goals for the future, how to partner with health care providers, confidence in decision making, relaxation and stress reduction tools, the power of sharing your story, how to strengthen relationships, communication skills, information about mental health. Treatment options. In addition to our signature classes, nami montgomery county provides year round support groups nami connection recovery support group is for individuals living with a mental health condition. Nami family support group is for loved ones and caregivers of individuals living with a mental health condition. Support group attendees gain insight from hearing the challenges and successes of others. Participants learn coping skills strength in sharing experiences, not to judge anyone pain, forgiveness, to reject guilt, acceptance and the traumatic nature of mental health conditions. Surveys are conducted for both classes and support groups and participants are overwhelmingly satisfied with nami montgomery county programs and find them to be helpful.

Financial Statement Notes

X 2

Nami is exempt from federal income taxes under section 501c3 of the internal revenue code. However, income from certain activities not directly related to nami tax-exempt purpose is subject to taxation as unrelated business income. For the years ended june 30, 2025 and 2024, there was no unrelated business income.

Raw XML AppendixShowing 400 of 481 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.

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IRS990/Desc0AT NAMI MONTGOMERY COUNTY MD, INC., WE ENVISION A FUTURE WHERE ALL PEOPLE AFFECTED BY MENTAL HEALTH CONDITIONS LIVE HEALTHY, FULFILLING LIVES SUPPORTED BY A COMMUNITY THAT CARES. TO REACH THIS VISION, WE BUILD COMMUNITIES OF PEERS TO PROVIDE SUPPORT, EDUCATION AND ADVOCACY FOR ALL AFFECTED BY MENTAL HEALTH CONDITIONS. OUR COMMUNITIES OF PEERS INCLUDE PEOPLE LIVING WITH MENTAL HEALTH CONDITIONS, THEIR CAREGIVERS AND FAMILIES AND ALLIES. NAMI MONTGOMERY COUNTY PROGRAMS SERVE INDIVIDUALS, CAREGIVERS AND ALLIES OF PEOPLE LIVING WITH MENTAL HEALTH CONDITIONS IN MONTGOMERY COUNTY. OUR PROGRAMS ARE ALWAYS FREE TO PARTICIPANTS AND LED BY TRAINED VOLUNTEERS WITH LIVED EXPERIENCE, EITHER MAINTAINING RECOVERY WITH A MENTAL ILLNESS OR CARING FOR A LOVED ONE LIVING WITH MENTAL ILLNESS CONTINUED ON SCHEDULE O
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NAMI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO NAMI TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THERE WAS NO UNRELATED BUSINESS INCOME.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM DESCRIPTION OUR PROGRAMS AIM TO DEVELOP SUPPORTIVE RELATIONSHIPS, STRENGTHEN COPING SKILLS, PROMOTE EMPATHY AND FOSTER AN UNDERSTANDING THAT MENTAL HEALTH CONDITIONS ARE NO ONES FAULT. PARTICIPANTS LEARN HOW TO PREVENT AND RESPOND TO CRISES, HOW TO ACCESS RESOURCES AND HOW TO EFFECTIVELY ADVOCATE FOR THEMSELVES AND THEIR LOVED ONES. AS THE LEADING PEER-LED MENTAL HEALTH SUPPORT ORGANIZATION IN MONTGOMERY COUNTY, OUR MISSION BECAME INCREASINGLY IMPORTANT DURING THE COVID-19 PANDEMIC THAT EXACERBATED MENTAL HEALTH STRESSORS. THE INCREASE IN MENTAL HEALTH NEEDS HAS CREATED TREMENDOUS STRESS ON OUR UNDER-RESOURCED MENTAL HEALTH TREATMENT INFRASTRUCTURE. NAMI MONTGOMERY COUNTY PROGRAMS ARE NEEDED MORE THAN EVER. NAMI MONTGOMERY COUNTY CLASSES NAMI MONTGOMERY COUNTY SIGNATURE CLASSES INCLUDE, NAMI FAMILY-TO-FAMILY IS AN EIGHT-WEEK 20-HOUR CLASS AND NAMI BASICS IS A SIX-WEEK 15-HOUR CLASS. FAMILY-TO-FAMILY AND BASICS AIM TO EDUCATE CAREGIVERS AND PARENTS OF INDIVIDUALS LIVING WITH MENTAL ILLNESS. THESE CLASSES FOR CAREGIVERS NOT ONLY TEACH INFORMATION AND STRATEGIES FOR TAKING CARE OF THE PERSON THEY LOVE, BUT THEY ARE HELD IN GROUP SETTINGS THAT PROVIDE MUTUAL SUPPORT AND SHARED POSITIVE IMPACT. PARTICIPANTS LEARN THAT THEY ARE NOT ALONE AND GAIN VALUABLE SUPPORT FROM A COMMUNITY THAT UNDERSTANDS WHAT THEY ARE GOING THROUGH. PARTICIPANTS LEARN PROBLEM SOLVING AND EFFECTIVE COMMUNICATION SKILLS, SELF-CARE AND STRESS MANAGEMENT, HOW TO SUPPORT THEIR LOVED ONE WITH COMPASSION, HOW TO FIND AND USE LOCAL SUPPORT NETWORKS AND SERVICES, HOW TO NAVIGATE SCHOOL AND JUSTICE SYSTEMS, UP-TO-DATE INFORMATION ON MENTAL HEALTH CONDITIONS AND HOW THEY AFFECT THE BRAIN, CRISIS MANAGEMENT, CURRENT TREATMENTS AND THERAPIES , THE IMPACT OF MENTAL HEALTH CONDITIONS ON THE ENTIRE FAMILY NAMI PEER-TO-PEER IS AN EIGHT WEEK 16-HOUR CLASS FOR ADULTS LIVING WITH A MENTAL HEALTH CONDITION WHO ARE LOOKING TO BETTER UNDERSTAND THEMSELVES AND THEIR RECOVERY. THIS CLASS INCLUDES ACTIVITIES, DISCUSSIONS AND INFORMATIVE VIDEOS IN A SAFE, CONFIDENTIAL SPACE THAT ENCOURAGES MUTUAL SUPPORT AND GROWTH. PARTICIPANTS LEARN TO SET A VISION AND GOALS FOR THE FUTURE, HOW TO PARTNER WITH HEALTH CARE PROVIDERS, CONFIDENCE IN DECISION MAKING, RELAXATION AND STRESS REDUCTION TOOLS, THE POWER OF SHARING YOUR STORY, HOW TO STRENGTHEN RELATIONSHIPS, COMMUNICATION SKILLS, INFORMATION ABOUT MENTAL HEALTH. TREATMENT OPTIONS. IN ADDITION TO OUR SIGNATURE CLASSES, NAMI MONTGOMERY COUNTY PROVIDES YEAR ROUND SUPPORT GROUPS NAMI CONNECTION RECOVERY SUPPORT GROUP IS FOR INDIVIDUALS LIVING WITH A MENTAL HEALTH CONDITION. NAMI FAMILY SUPPORT GROUP IS FOR LOVED ONES AND CAREGIVERS OF INDIVIDUALS LIVING WITH A MENTAL HEALTH CONDITION. SUPPORT GROUP ATTENDEES GAIN INSIGHT FROM HEARING THE CHALLENGES AND SUCCESSES OF OTHERS. PARTICIPANTS LEARN COPING SKILLS STRENGTH IN SHARING EXPERIENCES, NOT TO JUDGE ANYONE PAIN, FORGIVENESS, TO REJECT GUILT, ACCEPTANCE AND THE TRAUMATIC NATURE OF MENTAL HEALTH CONDITIONS. SURVEYS ARE CONDUCTED FOR BOTH CLASSES AND SUPPORT GROUPS AND PARTICIPANTS ARE OVERWHELMINGLY SATISFIED WITH NAMI MONTGOMERY COUNTY PROGRAMS AND FIND THEM TO BE HELPFUL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXECUTIVE COMMITTEE REVIEWS AND APPROVES TAX RETURNS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NAMI MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12C

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