Civic Intelligence

Nami Wake County

990 • Fiscal year 2022 • EIN 56-1552949

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

PO Box 12562Raleigh, NC 27605-2562

(919) 266-0679

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.17x

Higher debt load relative to assets than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

57th percentile

9.2%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$14,425

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

27%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

33%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$458,550

Up $97,002 (+27%) from 2021

Net Assets

Up

$381,240

Up $23,461 (+6.6%) from 2021

Liabilities

Up

$77,310

Up $73,541 (+1951%) from 2021

Revenue

Up

$254,455

Up $63,401 (+33%) from 2021

Expenses

Up

$230,997

Up $62,778 (+37%) from 2021

Net Income

Up

$23,458

Up $623 (+2.7%) from 2021

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

2022

Assets$458,550
Liabilities$77,310
Net Assets$381,240

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

2022

Revenue$254,455
Expenses$230,997
Net Income$23,458
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$262,226
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$361,548$458,550▲ $97,002
Rtn Earn Endowment Incm Other Fnds$357,779$381,240▲ $23,461
Total Assets$361,548$458,550▲ $97,002
Liabilities
Deferred Revenue-$71,692-
Accounts Payable and Accrued Expenses$3,769$5,618▲ $1,849
Total Liabilities$3,769$77,310▲ $73,541
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$350,129$373,590▲ $23,461
Net Assets With Donor Restrictions$7,650$7,650→ $0
Total Net Assets Fund Balance$357,779$381,240▲ $23,461
Total Liabilities and Net Assets / Fund Balance$361,548$458,550▲ $97,002
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lillian DavisExecutive DirectorFT$14,425$14,425

Board Members and Trustees

NameTitle
Roy Tempke JrPresident
Stephanie CoardVice President-dei
Amie CarmackVice President-governance
Britney WeaverNon Board Member
Daniel SteeverAt Large
Elena BazanosAt Large
Jennifer RedmonAt Large
Jon HoffmanAt Large
Rob JordanAt Large
Ron ColemanAt Large
Royden SaahAt Large
Tarra Bates-defrodAt Large
Kimberly Korzen-varinSecretary
Gerald PiltzerTreasurer 2022
Revenue and Support

Revenue Composition

Contributions and Grants
$227,123
Program Service Revenue
$17,424
Investment Income
$507
Other Revenue
$9,401
All Other Contributions
$208,497
Change in Net Assets
$23,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$175,035
Other Expenses$55,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,870--$129,870
Current Officers, Directors, Trustees, and Key Employees$31,579--$31,579
Office Expenses$13,258--$13,258
Payroll Taxes$12,682--$12,682
Other Expenses$11,004--$11,004
Fees for Services Legal$8,814--$8,814
Fees for Services Accounting$3,885--$3,885
Other Employee Benefits$904--$904
Total Functional Expenses$230,997$0$0$230,997
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,465
Fundraising Direct Expenses$7,771
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coc$12,465$12,465-$12,465
Total Events$12,465$12,465-$12,465
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
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 11

Each governing Director is given an electronic version of the 990 for review 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
Address
PO BOX 12562, RALEIGH, NC 27605-2562

Signing Officer

Name
Ron Coleman
Title
Treasurer
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Coleman
Formed
1987
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
9

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

Rounding Adjustment

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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04707
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04707
IRS990/OtherRevenueTotalAmt04707
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0129870
IRS990/OtherSalariesAndWagesGrp/TotalAmt0129870
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt012682
IRS990/PayrollTaxesGrp/TotalAmt012682
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RON COLEMAN
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0CIT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACTS - LME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012024
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012024
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15400
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT GROUPS FOR FAMILY MEMBERS AND FOR PERSONS DIAGNOSED WITH MENTAL ILLNESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02440
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/ExpenseAmt0219148
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0150131
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0152
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt030137
IRS990/PYOtherRevenueAmt029283
IRS990/PYProgramServiceRevenueAmt011488
IRS990/PYRevenuesLessExpensesAmt022835
IRS990/PYSalariesCompEmpBnftPaidAmt0138082
IRS990/PYTotalExpensesAmt0168219
IRS990/PYTotalRevenueAmt0191054
IRS990/ReconcilationRevenueExpnssAmt023458
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0357779
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0381240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0231817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0180352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0160177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0157589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt095293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0825228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0799
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01888
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022486
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011488
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt036299
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0381
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01417
IRS990ScheduleA/OtherIncome170Grp/TotalAmt072071
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91770
IRS990ScheduleA/PublicSupportPY170Pct00.91510
IRS990ScheduleA/PublicSupportTotal170Amt0825228
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0231817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0180352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0160177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0157589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt095293
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0825228
IRS990ScheduleA/TotalSupportAmt0899187
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/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012465
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012465
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Each governing Director is given an electronic version of the 990 for review 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4We take minutes for each Board Meeting and each Committee meeting. The minutes are reviewed and approved by the Board at the following meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rounding Adjustment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0361548
IRS990/TotalAssetsEOYAmt0458550
IRS990/TotalAssetsGrp/BOYAmt0361548
IRS990/TotalAssetsGrp/EOYAmt0458550
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0227123
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0230997
IRS990/TotalFunctionalExpensesGrp/TotalAmt0230997
IRS990/TotalGrossUBIAmt00

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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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