Civic Intelligence

Nami Wake County

990 • Fiscal year 2023 • EIN 56-1552949

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization ProfileWWW.NAMI-WAKE.ORG
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

78th percentile

0.07x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.10x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-94%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

98th percentile

$100,339

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 58.5% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

11th percentile

-48%

Faster asset growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-33%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$238,067

Down $220,483 (-48%) from 2022

Net Assets

Down

$220,450

Down $160,790 (-42%) from 2022

Liabilities

Down

$17,617

Down $59,693 (-77%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin6th percentile

Revenue

Down

$171,601

Down $82,854 (-33%) from 2022

Expenses

Up

$332,391

Up $101,394 (+44%) from 2022

Net Income

Down

-$160,790

Down $184,248 (-785%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2023

Assets$238,067
Liabilities$17,617
Net Assets$220,450
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

2023

Revenue$171,601
Expenses$332,391
Net Income-$160,790
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$179,274
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$458,550$238,067▼ $220,483
Rtn Earn Endowment Incm Other Fnds$381,240$220,450▼ $160,790
Total Assets$458,550$238,067▼ $220,483
Liabilities
Deferred Revenue$71,692$15,240▼ $56,452
Accounts Payable and Accrued Expenses$5,618$2,377▼ $3,241
Total Liabilities$77,310$17,617▼ $59,693
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$373,590$220,450▼ $153,140
Net Assets With Donor Restrictions$7,650$7,650→ $0
Total Net Assets Fund Balance$381,240$220,450▼ $160,790
Total Liabilities and Net Assets / Fund Balance$458,550$238,067▼ $220,483
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Roy Tempke JrPresident
Stephanie CoardVice President-dei
Lillian DavisExecutive Director
Aimee CaverlyAt Large
ArwalAt Large
Britney WeaverAt Large
Daniel SteeverAt Large
Jon HoffmanAt Large
Paola RodriguezAt Large
Royden SaahAt Large
Shannon GrahamAt Large
Tarra Bates-defordAt Large
Elena BazanosSecretary
Ron ColemanTreasurer
Gerald PiltzerVice Pres- Governance
Revenue and Support

Revenue Composition

Contributions and Grants
$161,760
Program Service Revenue
$6,296
Investment Income
$1,698
Other Revenue
$1,847
All Other Contributions
$155,759
Change in Net Assets
$-160,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$231,361
Other Expenses$101,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,199--$111,199
Current Officers, Directors, Trustees, and Key Employees$104,280--$104,280
Fees for Services Accounting$29,046--$29,046
Office Expenses$17,311--$17,311
Payroll Taxes$15,882--$15,882
Other Expenses$4,147--$4,147
All Other Expenses$1,510--$1,510
Total Functional Expenses$332,391$0$0$332,391
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,520
Fundraising Direct Expenses$7,673
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
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 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
Phone
9175438322
Signed
2024-05-13
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
6

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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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/ProgSrvcAccomActy2Grp/Desc0SUPPORT GROUPS FOR FAMILY MEMBERS AND FOR PERSONS DIAGNOSED WITH MENTAL ILLNESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0924
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.
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IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LILLIAN DAVIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171601

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,067
Liabilities
$17,617
Net assets
$220,450
Revenue
$171,601
Expenses
$332,391
Net income
-$160,790
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
2023Detailed filing. Detailed filing data is available for this year.$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
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