Civic Intelligence

Nami Wake County

990 • Fiscal year 2020 • EIN 56-1552949

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

PO Box 12562Raleigh, NC 27605-2562

(919) 363-6313

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$59,574

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$338,613

Up $77,559 (+30%) from 2019

Net Assets

$334,944

No earlier filing loaded for comparison.

Liabilities

Up

$3,669

Up $2,891 (+372%) from 2019

Revenue

Up

$196,648

Up $41,958 (+27%) from 2019

Expenses

Up

$135,480

Up $26,788 (+25%) from 2019

Net Income

Up

$61,168

Up $15,170 (+33%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $51,041Liabilities 2011: $02011Assets 2012: $57,953Liabilities 2012: $02012Assets 2013: $66,191Liabilities 2013: $02013Assets 2014: $98,701Liabilities 2014: $02014Assets 2015: $128,065Liabilities 2015: $02015Assets 2016: $160,740Liabilities 2016: $5432016Assets 2017: $202,475Liabilities 2017: $02017Assets 2018: $202,475Liabilities 2018: $02018Assets 2019: $261,054Liabilities 2019: $7782019Assets 2020: $338,613Liabilities 2020: $3,669Net Assets 2020: $334,9442020Assets 2021: $361,548Liabilities 2021: $3,769Net Assets 2021: $357,7792021Assets 2022: $458,550Liabilities 2022: $77,310Net Assets 2022: $381,2402022Assets 2023: $238,067Liabilities 2023: $17,617Net Assets 2023: $220,4502023Assets 2024: $174,987Liabilities 2024: $19,542Net Assets 2024: $155,4452024

Highlighted filing

2020

Assets$338,613
Liabilities$3,669
Net Assets$334,944

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $50,072Expenses 2011: $48,763Net Income 2011: $1,3092011Revenue 2012: $60,118Expenses 2012: $53,206Net Income 2012: $6,9122012Revenue 2013: $40,892Expenses 2013: $32,654Net Income 2013: $8,2382013Revenue 2014: $79,289Expenses 2014: $46,779Net Income 2014: $32,5102014Revenue 2015: $79,610Expenses 2015: $50,246Net Income 2015: $29,3642015Revenue 2016: $111,995Expenses 2016: $79,863Net Income 2016: $32,1322016Revenue 2017: $131,253Expenses 2017: $88,975Net Income 2017: $42,2782017Revenue 2018: $97,508Expenses 2018: $85,705Net Income 2018: $11,8032018Revenue 2019: $154,690Expenses 2019: $108,692Net Income 2019: $45,9982019Revenue 2020: $196,648Expenses 2020: $135,480Net Income 2020: $61,1682020Revenue 2021: $191,054Expenses 2021: $168,219Net Income 2021: $22,8352021Revenue 2022: $254,455Expenses 2022: $230,997Net Income 2022: $23,4582022Revenue 2023: $171,601Expenses 2023: $332,391Net Income 2023: -$160,7902023Revenue 2024: $206,174Expenses 2024: $271,416Net Income 2024: -$65,2422024

Highlighted filing

2020

Revenue$196,648
Expenses$135,480
Net Income$61,168
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Gross Receipts
$198,624
Mission and Program Overview

Mission

To support persons with mental illness and their families.

Support persons with mental illness and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$261,054$338,613▲ $77,559
Rtn Earn Endowment Incm Other Fnds$260,276$334,944▲ $74,668
Total Assets$261,054$338,613▲ $77,559
Liabilities
Accounts Payable and Accrued Expenses$778$3,669▲ $2,891
Total Liabilities$778$3,669▲ $2,891
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$176,538$327,293▲ $150,755
Net Assets With Donor Restrictions$83,738$7,650▼ $76,088
Total Net Assets Fund Balance$260,276$334,944▲ $74,668
Total Liabilities and Net Assets / Fund Balance$261,054$338,613▲ $77,559
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Annie SchmidtExec DirectorFT$59,574$59,574

Board Members and Trustees

NameTitle
Lillian DavisPresident
Roy TempkePresident Elect
Amie CarmackVice President
Doug WrightAt Large
Ira LandisAt Large
Kathleen OwenAt Large
Laura BoydAt Large
Mark SzainbergAt Large
Rob JordanAt Large
Ron ColemanAt Large
Stephanie CoardAt Large
Catherine Grant PeeblesAT LARGE - past
Cecil SmithAT LARGE - past
Ashley OrlovichAT LARGE- past
Kimberly Korzen-varinSecretary
Gerald PiltzerTreasurer Elect
Tom PitlerTREASURER- past
Revenue and Support

Revenue Composition

Contributions and Grants
$160,177
Program Service Revenue
$15,360
Investment Income
$172
Other Revenue
$20,939
All Other Contributions
$155,908
Change in Net Assets
$61,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$105,160
Other Expenses$30,320
Total Fundraising Expense$10,912
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$41,702$8,936$8,936$59,574
Other Salaries and Wages$33,441--$33,441
Other Expenses$9,634-$1,782$9,634
Payroll Taxes$7,242--$7,242
Other Employee Benefits$4,903--$4,903
Office Expenses$4,080-$194$4,274
Fees for Services Accounting$3,015--$3,015
All Other Expenses-$244-$244
Total Functional Expenses$115,388$9,180$10,912$135,480
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,554
Fundraising Direct Expenses$1,976
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coc$22,554$22,554$180$22,374
Total Events$22,554$22,554$1,976$20,578
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
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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 11

Each governing Director is given an electronic version of the 990 for review 2 weeks prior to the Board meeting in which it would be approved. The Treasurer reviews the 990 at that Board meeting and opens the floor for questions prior to the vote. The motion to approve and submit the 990 is made by a member who is not the Treasurer. Board members are given access to all previous 990s and financial reports.

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

Each officer is required to review the Conflict of Interest Policy each year and describe any potential conflicts in writing. These documents are kept with NAMI Wake files. Officers are asked to recuse themselves if there is a potential Conflict of Interest.

Form 990, Part VI, Section C, Line 19

The public is welcome to observe any Board meeting, which includes a review of financial standing and has included a review of policies. The Annual Report that includes end of year financial standing is made public on our website. Each Board member also has a short biography on our website that discloses any potential conflicts of interest.

Form 990, Part VI, Section B, Line 15

The Executive Committee that is comprised of the officers and two non- officer Board Members reviewed local data on compensation for Executive Directors and discussed as a group if compensation was appropriate given leaders in similar positions.

Form 990, Part VI, Section A, Line 8

We take minutes for each Board Meeting and each Committee meeting. The minutes are reviewed and approved by the Board at the following meeting.

Filing and Contact Details

Filer

Filer Name
Nami Wake County
EIN
56-1552949
Phone
9193636313
Address
PO BOX 12562, RALEIGH, NC 27605-2562

Signing Officer

Name
Gerald Piltzer
Title
Treasurer
Phone
9193636313
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roy Tempke
Formed
1987
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
85

Preparer

Firm
DOYLE'S TAX SERVICE INC
Address
PO BOX 236, KNIGHTDALE, NC 27545
Preparer
Lori V Mclamb
Phone
9192660679
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

PPP loan proceeds 13,500

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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/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT PERSONS WITH MENTAL ILLNESS AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0260276
IRS990/NetAssetsOrFundBalancesEOYAmt0334944
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020578
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0176538
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0327293
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0194
IRS990/OfficeExpensesGrp/ProgramServicesAmt04080
IRS990/OfficeExpensesGrp/TotalAmt04274
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OtherChangesInNetAssetsAmt013500
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04903
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04903
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSE SUPPORT GROUPS
IRS990/OtherExpensesGrp/Desc1MARKETING, ADVOCACY,PROGRAM MANAGEMENT
IRS990/OtherExpensesGrp/Desc2FACILIATOR SUPPORT,MEMORIALS,PRESENTATION
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEV, MAILINGS, EDUCATION, TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt01782
IRS990/OtherExpensesGrp/ProgramServicesAmt08462
IRS990/OtherExpensesGrp/ProgramServicesAmt12909
IRS990/OtherExpensesGrp/ProgramServicesAmt29634
IRS990/OtherExpensesGrp/TotalAmt01782
IRS990/OtherExpensesGrp/TotalAmt18462
IRS990/OtherExpensesGrp/TotalAmt22909
IRS990/OtherExpensesGrp/TotalAmt39634
IRS990/OtherRevenueMiscGrp/Desc0UNRELATED EARNED INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0361
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0361
IRS990/OtherRevenueTotalAmt0361
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033441
IRS990/OtherSalariesAndWagesGrp/TotalAmt033441
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt07242
IRS990/PayrollTaxesGrp/TotalAmt07242
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROY TEMPKE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CIT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACTS - LME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08160
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08160
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17200
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT GROUPS FOR FAMILY MEMBERS AND FOR PERSONS DIAGNOSED WITH MENTAL ILLNESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01045
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLIC AWARENESS AND EDUCATION TO EDUCATE THE GENERAL PUBLIC IN ORDER TO REDUCE STIGMA ASSOCIATED WITH MENTAL ILLNESS, AND TO MAKE PERSONS IN NEED OF ASSISTANCE AWARE OF NAMI.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0108828
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt096834
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0613
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt051686
IRS990/PYOtherRevenueAmt037556
IRS990/PYProgramServiceRevenueAmt019687
IRS990/PYRevenuesLessExpensesAmt045998
IRS990/PYSalariesCompEmpBnftPaidAmt057006
IRS990/PYTotalExpensesAmt0108692
IRS990/PYTotalRevenueAmt0154690
IRS990/ReconcilationRevenueExpnssAmt061168
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0260276
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0334944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0160177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0157589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0116696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0574978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt096
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01793
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt036299
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0381
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01417
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt066676
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0119218
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82610
IRS990ScheduleA/PublicSupportPY170Pct00.79730
IRS990ScheduleA/PublicSupportTotal170Amt0574978
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0160177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0157589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095293
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045223
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0574978
IRS990ScheduleA/TotalSupportAmt0695989
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01976
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01770
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01770
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COC
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt026
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022554
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020578
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0180
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.20$1.55$2.06$2.71$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.18$2.20$1.72$3.32$1.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.77$3.81$2.54$2.31$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.04$3.58$1.91$1.68$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.04$3.35$1.97$1.35$0.61
2019Summary only. Only limited summary data is available for this year.$2.61$0.01$1.55$1.09$0.46
2018Summary only. Only limited summary data is available for this year.$2.02$0.00$0.98$0.86$0.12
2017Summary only. Only limited summary data is available for this year.$2.02$0.00$1.31$0.89$0.42
2016Summary only. Only limited summary data is available for this year.$1.61$0.01$1.12$0.80$0.32
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.80$0.50$0.29
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.79$0.47$0.33
2013Summary only. Only limited summary data is available for this year.$0.66$0.00$0.41$0.33$0.08
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.60$0.53$0.07
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.50$0.49$0.01