Civic Intelligence

Nami Wake County

990 • Fiscal year 2024 • EIN 56-1552949

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization ProfileWWW.NAMI-WAKE.ORG
PO Box 12562Raleigh, NC 27605-2562

(336) 347-3851

Siviq Scores

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

Liabilities / Assets

80th percentile

0.11x

Higher debt load relative to assets than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$67,808

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

20th percentile

-26%

Faster asset growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$174,987

Down $63,080 (-26%) from 2023

Net Assets

Down

$155,445

Down $65,005 (-29%) from 2023

Liabilities

Up

$19,542

Up $1,925 (+11%) from 2023

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin14th percentile

Revenue

Up

$206,174

Up $34,573 (+20%) from 2023

Expenses

Down

$271,416

Down $60,975 (-18%) from 2023

Net Income

Up

-$65,242

Up $95,548 (+59%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2024

Assets$174,987
Liabilities$19,542
Net Assets$155,445
Open 2024 Filing

Operations Trend

Revenue Growth69th 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

2024

Revenue$206,174
Expenses$271,416
Net Income-$65,242
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$207,930
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$238,067$164,096▼ $73,971
Rtn Earn Endowment Incm Other Fnds$220,450$155,445▼ $65,005
Prepaid Expenses and Deferred Charges-$4,773-
Total Assets$238,067$174,987▼ $63,080
Other Assets Total-$6,118-
Liabilities
Deferred Revenue$15,240$15,000▼ $240
Accounts Payable and Accrued Expenses$2,377$4,499▲ $2,122
Other Liabilities-$43-
Total Liabilities$17,617$19,542▲ $1,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$220,450$155,445▼ $65,005
Net Assets With Donor Restrictions$7,650--
Total Net Assets Fund Balance$220,450$155,445▼ $65,005
Total Liabilities and Net Assets / Fund Balance$238,067$174,987▼ $63,080
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark SimonExecutive DirectorFT$67,808$67,808

Board Members and Trustees

NameTitle
Gerald PiltzerPresident
Stephanie CoardVice President-dei
Daniel SteeverVice President-governance
Aimee CaverlyAt Large
Avi AggarwalAt Large
Britney WeaverAt Large
Chenita RountreeAt Large
Paola RodriguezAt Large
Shannon GrahamAt Large
Vineeta ShahAt Large
Elena BazanosSecretary
Ron ColemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$181,394
Program Service Revenue
$20,087
Investment Income
$336
Other Revenue
$4,357
All Other Contributions
$151,884
Change in Net Assets
$-65,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$169,011
Other Expenses$102,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$140,528--$140,528
Other Expenses$17,822--$17,822
Payroll Taxes$14,639--$14,639
Other Employee Benefits$13,844--$13,844
Fees for Services Accounting$12,396--$12,396
Travel$5,170--$5,170
Insurance$3,192--$3,192
All Other Expenses$1,225--$1,225
Conferences and Meetings$838--$838
Interest$31$3-$31
Total Functional Expenses$271,416$3$0$271,416
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,000
Fundraising Direct Expenses$1,756
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$43
Funds Due to Nami360-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 submital. The 990 will be reviewed and approved by the board or executive committee, which has authorization to act on behalf of the board. 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
Annie Edmonston
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annie Edmonston
Formed
1987
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
4

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/PayrollTaxesGrp/TotalAmt014639
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04773
IRS990/PrincipalOfficerNm0ANNIE EDMONSTON
IRS990/PriorPeriodAdjustmentsAmt0237
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0CIT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LME CONTRACT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011087
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011087
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0161760
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01698
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0101030
IRS990/PYOtherRevenueAmt01847
IRS990/PYProgramServiceRevenueAmt06296
IRS990/PYRevenuesLessExpensesAmt0-160790
IRS990/PYSalariesCompEmpBnftPaidAmt0231361
IRS990/PYTotalExpensesAmt0332391
IRS990/PYTotalRevenueAmt0171601
IRS990/ReconcilationRevenueExpnssAmt0-65242
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0220450
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0155445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0185638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0163607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0231817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0180352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0160177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0921591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01698
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02174
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06296
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt022486
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt011488
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt036299
IRS990ScheduleA/OtherIncome170Grp/TotalAmt076569
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92130
IRS990ScheduleA/PublicSupportPY170Pct00.91810
IRS990ScheduleA/PublicSupportTotal170Amt0921591
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0185638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0163607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0231817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0180352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0160177
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0921591
IRS990ScheduleA/TotalSupportAmt01000334
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
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUNDS DUE TO NAMI360
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalLiabilityAmt043
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
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 submital. The 990 will be reviewed and approved by the board or executive committee, which has authorization to act on behalf of the board. 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/TotalAssetsBOYAmt0238067
IRS990/TotalAssetsEOYAmt0174987
IRS990/TotalAssetsGrp/BOYAmt0238067
IRS990/TotalAssetsGrp/EOYAmt0174987
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0181394
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0271416
IRS990/TotalFunctionalExpensesGrp/TotalAmt0271416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017617
IRS990/TotalLiabilitiesEOYAmt019542
IRS990/TotalLiabilitiesGrp/BOYAmt017617
IRS990/TotalLiabilitiesGrp/EOYAmt019542
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0220450
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0155445
IRS990/TotalProgramServiceExpensesAmt0271416
IRS990/TotalProgramServiceRevenueAmt020087
IRS990/TotalReportableCompFromOrgAmt067808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020536

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,987
Liabilities
$19,542
Net assets
$155,445
Revenue
$206,174
Expenses
$271,416
Net income
-$65,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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