Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
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…
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 20.8% of source-year revenue.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
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
Most recent year
2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Nami montgomery county builds communities of peers to provide support, education and advocacy for all affected by mental health conditions.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $1,292 | $29,565 | $30,857 |
| Buildings | $1,520 | $732 | $2,252 |
| Other Assets Org | $120,512 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Sharon Dietsche | Executive Director | FT | $142,568 | $142,568 |
| Name | Title |
|---|---|
| Joshua Wooldridge | President |
| Aaron Feldman | Vice President |
| Courtney Peterson | Director |
| Mildred Holmes Williams | Director |
| Mimi Kress | Director |
| Mirela Petre | Director |
| Tyra Dent | Director |
| Helen Hocknell | Secretary |
| Ana Morales | Treasurer |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $10,180 |
| Fundraising Gross Income | $10,180 |
| Professional Fundraising Fees | $92 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Walk Event | $166,191 | $10,180 | $8,564 | $1,616 |
| Total Events | $166,191 | $10,180 | $10,180 | - |
| Liability | Amount |
|---|---|
| Federal income taxes | $136,031 |
| Operating Lease Liability | - |
“Executive committee reviews and approves tax returns form 990 before filing.”
“Nami monitors and enforces compliance with their conflict of interest policy.”
“Board of directors approves compensation for the executive director.”
“Financial statements, governing documents and conflict of interest policies are available upon request.”
“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.”
“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.”
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/ActivityOrMissionDesc | 0 | NAMI MONTGOMERY COUNTY BUILDS COMMUNITIES OF PEERS TO PROVIDE SUPPORT, EDUCATION AND ADVOCACY FOR ALL AFFECTED BY MENTAL HEALTH CONDITIONS. |
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| IRS990/Desc | 0 | AT 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/OtherExpensesGrp/FundraisingAmt | 1 | 5754 |
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| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | Financial derivatives and other financial products |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | Closely-held equity interests |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
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| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 120512 |
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| IRS990ScheduleD/TotalLiabilityAmt | 0 | 136031 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 685032 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 703004 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 706275 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | WALK EVENT |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXECUTIVE COMMITTEE REVIEWS AND APPROVES TAX RETURNS FORM 990 BEFORE FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | NAMI MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | BOARD OF DIRECTORS APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part III, Line 4A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, Line 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, Line 12C |
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