Civic Intelligence

Nami North Carolina Inc

EIN 56-1438623 • 501(c)3 • Raleigh, NC

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Profile

The mission of nami north carolina is to promote recovery and optimize the quality of life for those living with mental illness.

309 West Millbrook Road Suite 121Raleigh, NC 27609-4305

www.naminc.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.15x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.10x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

60th percentile

9.8%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$147,638

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

82nd percentile

24%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

68%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,354,564

Up $265,204 (+24%) from 2024

Liabilities

Up

$203,563

Up $65,455 (+47%) from 2024

Net Assets

Up

$1,151,001

Up $199,749 (+21%) from 2024

Operations
Liabilities / Revenue55th percentileNet Margin60th percentile

Revenue

Up

$2,033,299

Up $823,241 (+68%) from 2024

Expenses

Up

$1,834,156

Up $495,378 (+37%) from 2024

Net Income

Up

$199,143

Up $327,863 (+255%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $660,679Liabilities 2011: $70,598Net Assets 2011: $590,0812011Assets 2012: $658,747Liabilities 2012: $50,227Net Assets 2012: $608,5202012Assets 2013: $712,750Liabilities 2013: $98,693Net Assets 2013: $614,0572013Assets 2014: $886,335Liabilities 2014: $82,722Net Assets 2014: $803,6132014Assets 2015: $1,052,974Liabilities 2015: $123,268Net Assets 2015: $929,7062015Assets 2016: $931,915Liabilities 2016: $147,976Net Assets 2016: $783,9392016Assets 2017: $733,660Liabilities 2017: $246,211Net Assets 2017: $487,4492017Assets 2018: $674,231Liabilities 2018: $154,412Net Assets 2018: $519,8192018Assets 2019: $701,759Liabilities 2019: $114,582Net Assets 2019: $587,1772019Assets 2020: $782,601Liabilities 2020: $147,990Net Assets 2020: $634,6112020Assets 2021: $819,242Liabilities 2021: $103,452Net Assets 2021: $715,7902021Assets 2022: $1,118,290Liabilities 2022: $195,836Net Assets 2022: $922,4542022Assets 2023: $1,280,324Liabilities 2023: $202,088Net Assets 2023: $1,078,2362023Assets 2024: $1,089,360Liabilities 2024: $138,108Net Assets 2024: $951,2522024Assets 2025: $1,354,564Liabilities 2025: $203,563Net Assets 2025: $1,151,0012025

Highlighted filing

2025

Assets$1,354,564
Liabilities$203,563
Net Assets$1,151,001
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $924,267Expenses 2011: $864,516Net Income 2011: $59,7512011Revenue 2012: $770,553Expenses 2012: $752,114Net Income 2012: $18,4392012Revenue 2013: $818,749Expenses 2013: $813,212Net Income 2013: $5,5372013Revenue 2014: $1,056,592Expenses 2014: $867,036Net Income 2014: $189,5562014Revenue 2015: $1,258,225Expenses 2015: $1,132,132Net Income 2015: $126,0932015Revenue 2016: $1,081,759Expenses 2016: $1,227,526Net Income 2016: -$145,7672016Revenue 2017: $1,090,213Expenses 2017: $1,364,162Net Income 2017: -$273,9492017Revenue 2018: $783,539Expenses 2018: $767,464Net Income 2018: $16,0752018Revenue 2019: $797,207Expenses 2019: $742,832Net Income 2019: $54,3752019Revenue 2020: $807,663Expenses 2020: $820,976Net Income 2020: -$13,3132020Revenue 2021: $932,128Expenses 2021: $795,611Net Income 2021: $136,5172021Revenue 2022: $1,217,372Expenses 2022: $1,009,280Net Income 2022: $208,0922022Revenue 2023: $1,259,555Expenses 2023: $1,104,896Net Income 2023: $154,6592023Revenue 2024: $1,210,058Expenses 2024: $1,338,778Net Income 2024: -$128,7202024Revenue 2025: $2,033,299Expenses 2025: $1,834,156Net Income 2025: $199,1432025

Highlighted filing

2025

Revenue$2,033,299
Expenses$1,834,156
Net Income$199,143
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,354,564
Liabilities
$203,563
Net assets
$1,151,001
Revenue
$2,033,299
Expenses
$1,834,156
Net income
$199,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.35$0.20$1.15$2.03$1.83$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.14$0.95$1.21$1.34$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.20$1.08$1.26$1.10$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.20$0.92$1.22$1.01$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.10$0.72$0.93$0.80$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.15$0.63$0.81$0.82$0.01
2019Summary only. Only limited summary data is available for this year.$0.70$0.11$0.59$0.80$0.74$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.15$0.52$0.78$0.77$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.25$0.49$1.09$1.36$0.27
2016Summary only. Only limited summary data is available for this year.$0.93$0.15$0.78$1.08$1.23$0.15
2015Summary only. Only limited summary data is available for this year.$1.05$0.12$0.93$1.26$1.13$0.13
2014Summary only. Only limited summary data is available for this year.$0.89$0.08$0.80$1.06$0.87$0.19
2013Summary only. Only limited summary data is available for this year.$0.71$0.10$0.61$0.82$0.81$0.01
2012Summary only. Only limited summary data is available for this year.$0.66$0.05$0.61$0.77$0.75$0.02
2011Summary only. Only limited summary data is available for this year.$0.66$0.07$0.59$0.92$0.86$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 19, 2026
Return Version
2024v5.5
Gross Receipts
$2,071,390
Mission and Program Overview

Mission

The mission of nami north carolina is to promote recovery and optimize the quality of life for those living with mental illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$122,276$566,374▲ $444,098
Savings and Temporary Cash Investments$418,020$506,587▲ $88,567
Cash and Non-Interest-Bearing Accounts$316,358$116,284▼ $200,074
Land, Buildings, and Equipment, Net$97,529$88,500▼ $9,029
Investments in Publicly Traded Securities$82,233$0▼ $82,233
Prepaid Expenses and Deferred Charges$24,476$31,495▲ $7,019
Intangible Assets$28,468$21,968▼ $6,500
Total Assets$1,089,360$1,354,564▲ $265,204
Other Assets Total$0$23,356▲ $23,356
Liabilities
Accounts Payable and Accrued Expenses$113,532$145,825▲ $32,293
Other Liabilities$24,576$57,738▲ $33,162
Total Liabilities$138,108$203,563▲ $65,455
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$734,725$926,421▲ $191,696
Net Assets With Donor Restrictions$216,527$224,580▲ $8,053
Total Net Assets Fund Balance$951,252$1,151,001▲ $199,749
Total Liabilities and Net Assets / Fund Balance$1,089,360$1,354,564▲ $265,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$72,038$257,986$330,024
Equipment$16,439$10,191$26,630
Other Land Buildings$23$1,552$1,575

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$216,527-▲ $8,053-$224,580
2023$213,393-▲ $3,134-$216,527
2022$212,144-▲ $1,249-$213,393
2021$213,392-▼ $1,248-$212,144
2020$213,392---$213,392
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly DoggettExecutive DirectorFT$138,915$8,723$147,638

Board Members and Trustees

NameTitle
Anjie VickersPresident
Gail PruettVice President
Marilyn Bonilla KrantzAffiliate Leadership Forum Representative
Jackie PilgrimExecutive Committee Member at Large
Dr Renee MannehMember at Large
Dr Tammie MooreMember at Large
Dr William SackleyMember at Large
Lauren EdgertonMember at Large
Melissa OrrMember at Large
Nicole KrapilMember at Large
Tammy BroadawayMember at Large
Felishia McphersonPeer Leadership Council Representative
Matt LabrecheSecretary
Mary PenningtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,038,574
Program Service Revenue
$0
Investment Income
$14,233
Other Revenue
$-19,508
All Other Contributions
$453,168
Change in Net Assets
$199,143

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,033,299
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$38,697
Total Revenue per Audited Statements
$2,071,996
Total Revenue per Form 990
$2,033,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$788,183
Other Expenses$534,611
Grants and Similar Amounts Paid$511,362
Total Fundraising Expense$102,713
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$455,553$36,923$54,971$547,447
Grants to Domestic Orgs$511,362--$511,362
Current Officers, Directors, Trustees, and Key Employees$94,323$7,955$11,364$113,642
Other Employee Benefits$63,647$8,159$7,508$79,314
Conferences and Meetings$57,718$4,868$6,954$69,540
Fees for Services Accounting-$66,719-$66,719
Information Technology$38,921$5,563$10,690$55,174
Payroll Taxes$38,486$4,743$4,551$47,780
Travel$17,820$21,207$8$39,035
Other Expenses$33,761$8,080$114$33,761
Advertising$27,317$1,171$29$28,517
Depreciation Depletion$19,663$1,658$2,369$23,690
Occupancy$15,931$1,344$1,919$19,194
Office Expenses$10,233$6,029$1,297$17,559
All Other Expenses$13,000$4,380-$17,380
Insurance$5,516$5,025$665$11,206
Total Functional Expenses$1,507,097$224,346$102,713$1,834,156

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,872,247
Expenses per Audited Statements$1,834,156
Total Expenses per Form 990$1,834,156
Expenses Not Reported on Form 990$38,091
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nami CharlotteCharlotte, NC501(c)(3)To Provide Training and Support for Implementation of Community Inclusion Programs or Projects in Relative Geographic Areas$90,050
Nami GuilfordGreensboro, NC501(c)(3)To Provide Training and Support for Implementation of Community Inclusion Programs or Projects in Relative Geographic Areas$46,914
Nami South Mountains NcForest City, NC501(c)(3)To Provide Hurricane Relief Support, Training and Support for Implementation of Community Inclusion Programs, and General Support for Educational Programming.$30,737
Nami Wake CountyRaleigh, NC501(c)(3)To Provide Training and Support for Implementation of Community Inclusion Programs or Projects in Relative Geographic Areas$29,916
Nami Western CarolinaAsheville, NC501(c)(3)To Provide Hurrican Relief Support and General Support for Educational Programming Projects in Relative Geographic Areas.$29,273
Nami Cabarrus CountyConcord, NC501(c)(3)To Provide Training and Support for Implementation of Community Inclusion Programs or Projects in Relative Geographic Areas$22,557
Nami WilmingtonWilmington, NC501(c)(3)To Provide General Support for Educational Programming Projects in Relative Geographic Areas$20,156
Nami High CountryBoone, NC501(c)(3)To Provide Hurricane Relief Support and General Support for Educational Programming Projects in Relative Geographic Areas.$19,445
Nami Cumberland Harnett and Lee CountiesFayetteville, NC501(c)(3)To Provide Training and Support for Implementation of Community Inclusion Programs or Projects in Relative Geographic Areas$17,766
Nami Nw Piedmont NcWinston Salem, NC501(c)(3)To Provide General Support for Educational Programming Projects in Relative Geographic Areas$8,374
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,091
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Namiwalks$151,574-$29,870-
Total Events$151,574-$38,091$-38,091
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$33,043
Finance Lease Liability$23,695
Refundable Advances$1,000
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

“Annual form 990 is prepared by an independent cpa firm. Upon completion, form 990 is reviewed by the board of directors and approved for filing with the internal revenue service. The executive director signs the form.”

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

“The organization reviews, annually, the conflict of interest policy at the board meeting with continuing and new board members.”

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

“The board annually reviews and approves the salary of the executive director based on performance and comparison to other organizations.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available at nami north carolina located at 309 west millbrook road, suite 121, raleigh, north carolina 27609. Minutes of board meetings are posted on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Nami North Carolina Inc
EIN
56-1438623
Phone
9197880801
Address
309 WEST MILLBROOK ROAD SUITE 121, RALEIGH, NC 27609-4305

Signing Officer

Name
Mary Pennington
Title
Treasurer
Phone
9197880801
Signed
2026-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gail Pruett
Formed
1984
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
11
Volunteers
100

Preparer

Firm
Bernard Robinson & Company Llp
Address
100 E CUMBERLAND STREET, DUNN, NC 28334
Preparer
John M Robinson
Phone
9108921021
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The silber endowment fund is restricted in accordance with donor stipulations to support affiliate development work. The advocacy endowment fund is restricted in accordance with donor stipulations to support advocacy for mental illness.”

PART X, LINE 2:

“Based on the provisions of fasb asc 740-10-25, accounting for uncertainty in income taxes, an organization must recognize the tax benefit associated with tax taken for tax return purposes when it is more likely than not the position will be sustained. The organization does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. The organization is subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax years in progress. At june 30, 2025 and 2024, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 38,091.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 38,091.”

Raw XML AppendixShowing 400 of 714 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/Desc0IN FISCAL YEAR 2025, NAMI NORTH CAROLINA (NAMI NC) EXPANDED ITS STATEWIDE IMPACT THROUGH COORDINATED OUTREACH, DIRECT SERVICES, AND STRENGTHENED SYSTEMS PARTNERSHIPS. THE ORGANIZATION PUBLISHED 36 EDITIONS OF TUESDAY NEWSDAY, REACHING TENS OF THOUSANDS OF NORTH CAROLINIANS EACH MONTH, AND MAINTAINED CONSISTENT ENGAGEMENT ACROSS FACEBOOK, INSTAGRAM, AND LINKEDIN TO PROMOTE MENTAL HEALTH AWARENESS, RECOVERY-ORIENTED EDUCATION, AND ACCESS TO SERVICES. OUTREACH EFFORTS ALIGNED WITH CONTRACTUAL OBJECTIVES AND KEY OBSERVANCES SUCH AS MINORITY MENTAL HEALTH MONTH, SUICIDE PREVENTION AWARENESS MONTH, MENTAL ILLNESS AWARENESS WEEK, BLACK HISTORY MONTH, AUTISM AWARENESS MONTH, AND PRIDE MONTH, UTILIZING DIGITAL PUBLICATIONS, SOCIAL MEDIA, AND WEBINARS TO MAXIMIZE REACH.COMMUNITY ENGAGEMENT REMAINED CENTRAL TO NAMI NC'S WORK, WITH STAFF PARTICIPATING IN MORE THAN 150 COMMUNITY EVENTS, PRESENTATIONS, CONFERENCES, AND TRAININGS STATEWIDE. THESE EFFORTS REACHED CHILDREN, YOUTH, ADULTS, FAMILIES, STUDENTS, FAITH COMMUNITIES, AND UNDERSERVED POPULATIONS. THROUGH IN-PERSON AND VIRTUAL OUTREACH, NAMI NC DISTRIBUTED MORE THAN 13,000 EDUCATIONAL BROCHURES AND MATERIALS, INCREASING ACCESS TO EVIDENCE-BASED MENTAL HEALTH INFORMATION, SUICIDE PREVENTION EDUCATION, PEER SUPPORT, AND RECOVERY RESOURCES.THE NAMI NC HELPLINE CONTINUED TO SERVE AS A CRITICAL STATEWIDE RESOURCE, HANDLING OVER 2,500 CONTACTS VIA PHONE, EMAIL, AND TEXT. CALL TRENDS REFLECTED INCREASED NEED FOR HOUSING ASSISTANCE, DIRECT MENTAL HEALTH SERVICES, PEER SUPPORT, ADVOCACY, AND SYSTEM NAVIGATION. ONGOING ANALYSIS OF HELPLINE DATA INFORMED SERVICE IMPROVEMENTS AND OUTREACH PRIORITIES, ENSURING RESPONSIVENESS TO EMERGING COMMUNITY NEEDS.PROGRAMMATIC DELIVERY AND WORKFORCE DEVELOPMENT EXCEEDED EXPECTATIONS IN FY25. NAMI NC TRAINED 127 PROGRAM LEADERS ACROSS ITS SIGNATURE PROGRAMS AND DELIVERED MORE THAN 20 CORE PROGRAMS AND 88 SIGNATURE PROGRAMS STATEWIDE. OVER 700 SUPPORT GROUP MEETINGS WERE FACILITATED DURING THE YEAR. NAMI NC ALSO EXPANDED ITS NAMI ON CAMPUS INITIATIVE TO 17 ACTIVE CAMPUS CLUBS, SUPPORTING WELLNESS EVENTS, PEER ENGAGEMENT, AND SUICIDE PREVENTION TRAININGS AT COLLEGES, UNIVERSITIES, AND HIGH SCHOOLS ACROSS NORTH CAROLINA.COMMUNITY INCLUSION AND TRANSITIONS TO COMMUNITY LIVING (CI/TCL) REPRESENTED A MAJOR AREA OF GROWTH. NAMI NC DELIVERED COMMUNITY INCLUSION TRAININGS WITH INTEGRATED TCL CONTENT, SUPPORTED THE IMPLEMENTATION OF ALL 15 APPROVED CI/TCL MINI-GRANT PROJECTS, AND COLLABORATED CLOSELY WITH DHHS, LME/MCOS, AND PROVIDER AGENCIES TO STRENGTHEN PATHWAYS TO COMMUNITY INTEGRATION, INDEPENDENT LIVING, AND PEER CONNECTION FOR INDIVIDUALS WITH SERIOUS MENTAL ILLNESS ACROSS RURAL AND URBAN REGIONS.IN FY25, NAMI NC ALSO ADVANCED CRISIS INTERVENTION TRAINING (CIT) THROUGH AN EXPANDED SECONDARY CONTRACT, ESTABLISHING THE ORGANIZATION AS THE STATE'S PRIMARY PARTNER AGENCY FOR CIT. NAMI NC HOSTED AND PRESENTED AT THE BI-ANNUAL CIT CONFERENCE HELD FEBRUARY 2021, 2025, WHICH INCLUDED A SHARING YOUR STORY WITH LAW ENFORCEMENT SESSION AND A CIT APPRECIATION LUNCHEON RECOGNIZING LAW ENFORCEMENT AND SYSTEM PARTNERS. AFFILIATES RECEIVED FUNDING AND REIMBURSEMENT TO SUPPORT CIT TRAININGS, AND NAMI NC LAUNCHED A PUBLIC AWARENESS SOCIAL MEDIA CAMPAIGN EDUCATING THE PUBLIC ON HOW TO REQUEST A CIT OFFICER WHEN CALLING 911.THROUGH STRATEGIC PARTNERSHIPS, DATA-DRIVEN PRACTICE, AND EXPANDED CONTRACTUAL RESPONSIBILITIES, FY25 DEMONSTRATED NAMI NC'S LEADERSHIP IN MENTAL HEALTH EDUCATION, ADVOCACY, AND SYSTEMS CHANGE. THE ORGANIZATION REMAINS COMMITTED TO ORGANIZING, EDUCATING, AND EMPOWERING INDIVIDUALS AND COMMUNITIES TO IMPROVE MENTAL HEALTH OUTCOMES AND ADVANCE A FUTURE WHERE RECOVERY IS POSSIBLE AND NO ONE FACES MENTAL ILLNESS ALONE.
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