Civic Intelligence

Nami Metropolitan Baltimore Inc.

990 • Fiscal year 2015 • EIN 52-1301154

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

6600 York Road Suite 204Baltimore, MD 21212

(410) 435-2600

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.11x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

28th percentile

-4.6%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

78th percentile

$71,923

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

18th percentile

-9.0%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$190,307

Down $18,823 (-9.0%) from 2014

Net Assets

Down

$168,721

Down $22,915 (-12%) from 2014

Liabilities

Up

$21,586

Up $4,092 (+23%) from 2014

Revenue

Up

$498,313

Up $75,104 (+18%) from 2014

Expenses

Up

$521,285

Up $46,803 (+9.9%) from 2014

Net Income

Up

-$22,972

Up $28,301 (+55%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $339,937Liabilities 2011: $27,996Net Assets 2011: $311,9412011Assets 2012: $271,172Liabilities 2012: $39,684Net Assets 2012: $231,4882012Assets 2013: $259,846Liabilities 2013: $17,435Net Assets 2013: $242,4112013Assets 2014: $209,130Liabilities 2014: $17,494Net Assets 2014: $191,6362014Assets 2015: $190,307Liabilities 2015: $21,586Net Assets 2015: $168,7212015Assets 2016: $81,834Liabilities 2016: $79,326Net Assets 2016: $2,5082016Assets 2017: $186,920Liabilities 2017: $77,271Net Assets 2017: $109,6492017Assets 2018: $312,721Liabilities 2018: $34,770Net Assets 2018: $277,9512018Assets 2019: $216,398Liabilities 2019: $26,152Net Assets 2019: $190,2462019Assets 2020: $318,542Liabilities 2020: $77,058Net Assets 2020: $241,4842020Assets 2021: $418,549Liabilities 2021: $32,333Net Assets 2021: $386,2162021Assets 2022: $496,433Liabilities 2022: $28,426Net Assets 2022: $468,0072022Assets 2023: $936,501Liabilities 2023: $176,537Net Assets 2023: $759,9642023Assets 2024: $1,023,081Liabilities 2024: $297,926Net Assets 2024: $725,1552024

Highlighted filing

2015

Assets$190,307
Liabilities$21,586
Net Assets$168,721

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $336,500Expenses 2011: $499,610Net Income 2011: -$163,1102011Revenue 2012: $312,233Expenses 2012: $392,863Net Income 2012: -$80,6302012Revenue 2013: $390,506Expenses 2013: $383,300Net Income 2013: $7,2062013Revenue 2014: $423,209Expenses 2014: $474,482Net Income 2014: -$51,2732014Revenue 2015: $498,313Expenses 2015: $521,285Net Income 2015: -$22,9722015Revenue 2016: $338,387Expenses 2016: $504,324Net Income 2016: -$165,9372016Revenue 2017: $550,147Expenses 2017: $443,812Net Income 2017: $106,3352017Revenue 2018: $635,111Expenses 2018: $466,809Net Income 2018: $168,3022018Revenue 2019: $454,855Expenses 2019: $542,560Net Income 2019: -$87,7052019Revenue 2020: $546,998Expenses 2020: $495,760Net Income 2020: $51,2382020Revenue 2021: $677,429Expenses 2021: $533,359Net Income 2021: $144,0702021Revenue 2022: $651,441Expenses 2022: $674,465Net Income 2022: -$23,0242022Revenue 2023: $1,083,838Expenses 2023: $796,219Net Income 2023: $287,6192023Revenue 2024: $949,057Expenses 2024: $983,866Net Income 2024: -$34,8092024

Highlighted filing

2015

Revenue$498,313
Expenses$521,285
Net Income-$22,972
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$559,082
Mission and Program Overview

Mission

Nami metropolitan baltimore is a 501(c)3 organization that empowers the lives of individuals living with mental illness, their families, and communities through education, support, and advocacy. All education and support programs are provided free of charge to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,406$92,772▲ $62,366
Accounts Receivable$29,782$59,082▲ $29,300
Pledges and Grants Receivable$31,059$25,000▼ $6,059
Land, Buildings, and Equipment, Net$111,697$6,021▼ $105,676
Prepaid Expenses and Deferred Charges$5,135$2,502▼ $2,633
Investments in Publicly Traded Securities$1,051$1,650▲ $599
Total Assets$209,130$190,307▼ $18,823
Other Assets Total-$3,280-
Liabilities
Accounts Payable and Accrued Expenses$17,494$21,586▲ $4,092
Total Liabilities$17,494$21,586▲ $4,092
Net Assets / Fund Balance
Unrestricted Net Assets$139,586$143,721▲ $4,135
Temporarily Rstr Net Assets$52,050$25,000▼ $27,050
Total Net Assets Fund Balance$191,636$168,721▼ $22,915
Total Liabilities and Net Assets / Fund Balance$209,130$190,307▼ $18,823

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,673$21,083$26,756
Other Land Buildings$348$17,706$18,054
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sherry WelchExecutive DiFT$71,923$71,923

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$354,634
Program Service Revenue
$203,313
Investment Income
$-59,634
Other Revenue
$0
All Other Contributions
$346,204
Change in Net Assets
$-22,972

Audited Revenue Reconciliation

Revenue per Audited Statements
$498,313
Revenue Not Reported on Form 990
$57
Total Revenue per Audited Statements
$498,370
Total Revenue per Form 990
$498,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$282,182
Other Expenses$239,103
Total Fundraising Expense$51,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$137,322$17,191$8,566$163,079
Current Officers, Directors, Trustees, and Key Employees$51,785$9,350$10,788$71,923
Depreciation Depletion$36,978$5,190$3,790$45,958
Occupancy$26,416$3,708$2,703$32,827
Other Employee Benefits$23,044$3,234$2,359$28,637
Fees for Services Accounting-$20,722-$20,722
All Other Expenses$15,093$2,804$1,037$18,934
Payroll Taxes$14,922$2,094$1,527$18,543
Other Expenses$12,285$9,488$13,285$9,488
Office Expenses$6,571$922$667$8,160
Insurance$4,260$598$436$5,294
Advertising$2,916$409$299$3,624
Travel$1,950$274$199$2,423
Conferences and Meetings$1,774$249$181$2,204
Fees for Services Other$1,455$204$149$1,808
Interest-$72-$72
Total Functional Expenses$386,678$83,513$51,094$521,285

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$521,285
Total Expenses per Audited Statements$521,285
Total Expenses per Form 990$521,285
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 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

The executive director reviews the form 990 with her accountant for accuracy. Then the form 990 is shared with the finance committee for input. After their review, the form 990 is distrbuted to the board members. Upon review by the board, all required chages are made by the auditor. The final form 990 is reviewed and signed by the executive director to approved the electronic filing of the form 990.

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

Board members execute annual attestations regarding any potential conflict of interest.

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

Review of compensation with comparable organizations.

Form 990, Page 6, Part VI, Line 19

The organization stipulates in its public relation material and solicitation materials that its governing documents, conflict of interest policy (included in the by-laws), and financial statements are available through the maryland secretary of state's office and/or upon request from the organization.

Filing and Contact Details

Filer

Filer Name
Nami Metropolitan Baltimore
EIN
52-1301154
Phone
4104352600
Address
6600 YORK ROAD SUITE 204, BALTIMORE, MD 21212

Signing Officer

Name
Sherry Welch
Title
Executive Director
Phone
4104352600
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry Welch
Formed
1982
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
15
Employees
10
Volunteers
100

Preparer

Firm
Wolfe & Fiedler Pa
Address
634 FREDERICK RD STE 1, CATONSVILLE, MD 21228
Preparer
Brian T Wolfe
Phone
4107470789
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Nami metropolitan baltimore is a 501(c)3 organization that empowers the lives of individuals living with mental illness, their families, and communities through education, support, and advocacy. All education and support programs are provided free of charge to the public.

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

Baltimore, inc. Also provides information, exhibits, and speakers at area schools, hospitals, health fairs, and community centers.

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

Rigorously trained for their role.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/MissionDesc0NAMI METROPOLITAN BALTIMORE IS A 501(C)3 ORGANIZATION THAT EMPOWERS THE LIVES OF INDIVIDUALS LIVING WITH MENTAL ILLNESS, THEIR FAMILIES, AND COMMUNITIES THROUGH EDUCATION, SUPPORT, AND ADVOCACY. ALL EDUCATION AND SUPPORT PROGRAMS ARE PROVIDED FREE OF CHARGE TO THE PUBLIC.
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IRS990/ProgSrvcAccomActy2Grp/Desc0NAMI METROPOLITAN BALTIMORE, INC. IS KNOWN FOR ITS EXCEPTIONAL SUPPORT TO FAMILIES AND CAREGIVERS OF THOSE LIVING WITH MENTAL ILLNESS. THE FAMILY TO FAMILY EDUCATIONAL PROGRAM IS A FREE, 12-WEEK COURSE THAT ENABLES THOSE WHO LOVE AND SUPPORT AN INDIVIDUAL LIVING WITH MENTAL ILLNESS TO ENCOURAGE ONE ANOTHER AS THEY LEARN ABOUT THE MANY ASPECTS OF MENTAL ILNESS; COPING STRATEGIES; TREATMENTS; AND AVAILABLE RESOURCES. THE FAMILY SUPPORT GROUPS ARE PEER-LED AND DESIGNED TO OFFER ONGOING SUPPORT TO FAMILY MEMBERS AND CAREGIVERS. NAMI BASICS IS A SIX-WEEK CLASS FOR PARENTS AND CAREGIVERS OF A CHILD OR ADOLESCENT LIVING WITH MENTAL ILLNESS. THESE CLASSES MAY BE HELD IN A SCHOOL SETTING OR IN A SPECIFIC COMMUNITY. ALL NAMI METROPOLITAN BALTIMORE CLASSES AND SUPPORT GROUPS ARE LED BY VOLUNTEERS WHO HAVE BEEN RIGOROUSLY TRAINED FOR THEIR ROLE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PEER SUPPORT IS A BASIC VALUE OF NAMI METROPOLITAN BALTIMORE, INC. THE PEER-TO-PEER EDUCATION PROGRAM IS A 10-WEEK EDUCATION AND RELAPSE PREVENTION COURSE FOR INDIVIDUALS LIVING WITH MENTAL ILLNESS. THE CONNECTION RECOVERY SUPPORT GROUPS ARE PEER-LED GROUPS THAT PROVIDE ONGOING SUPPORT TO THOSE INDIVIDUALS. THE NAMI METROPOLITAN BALTIMORE HELP-LINE OFFERS INFORMATION AND REFERRAL SERVICES TO INDIVIDUALS CALLING IN WITH SPECIFIC REQUESTS. NAMI ALSO CONTRACTS WITH THE UNIVERSITY OF MARYLAND MEDICAL SYSTEMS TO PROVIDE AN IN-PATIENT MENTOR PROGRAM. ALL PEER GROUPS ARE LED BY VOLUNTEERS WHO HAVE RECEIVED TRAINING AND PARTICIPATE IN REGULAR REFRESHER SESSIONS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.30$0.73$0.95$0.98$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.18$0.76$1.08$0.80$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.47$0.65$0.67$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.03$0.39$0.68$0.53$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.08$0.24$0.55$0.50$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.03$0.19$0.45$0.54$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.03$0.28$0.64$0.47$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.08$0.11$0.55$0.44$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00$0.34$0.50$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.02$0.17$0.50$0.52$0.02
2014Summary only. Only limited summary data is available for this year.$0.21$0.02$0.19$0.42$0.47$0.05
2013Summary only. Only limited summary data is available for this year.$0.26$0.02$0.24$0.39$0.38$0.01
2012Summary only. Only limited summary data is available for this year.$0.27$0.04$0.23$0.31$0.39$0.08
2011Summary only. Only limited summary data is available for this year.$0.34$0.03$0.31$0.34$0.50$0.16