Civic Intelligence

Nami Tennessee

EIN 58-1679614 • 501(c)3 • Hendersonville, TN

Profile

Nami tennessee's mission: enhancing the lives of those affected by mental illness. Our mission is accomplished through support, education, and advocacy.

131 Sanders Ferry Road Suite BHendersonville, TN 37075

www.namitn.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.37x

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

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

Liabilities / Revenue

63rd percentile

0.17x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Up

$934,894

Up $235,673 (+34%) from 2024

Liabilities

Up

$349,566

Up $139,008 (+66%) from 2024

Net Assets

Up

$585,328

Up $96,665 (+20%) from 2024

Revenue

Up

$2,044,408

Up $335,260 (+20%) from 2024

Expenses

Up

$1,805,971

Up $279,253 (+18%) from 2024

Net Income

Up

$238,437

Up $56,007 (+31%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $348,662Liabilities 2011: $122,449Net Assets 2011: $226,2132011Assets 2012: $177,349Liabilities 2012: $100,744Net Assets 2012: $76,6052012Assets 2013: $222,272Liabilities 2013: $90,141Net Assets 2013: $132,1312013Assets 2014: $241,026Liabilities 2014: $84,512Net Assets 2014: $156,5142014Assets 2015: $221,824Liabilities 2015: $84,976Net Assets 2015: $136,8482015Assets 2016: $206,119Liabilities 2016: $77,443Net Assets 2016: $128,6762016Assets 2017: $199,112Liabilities 2017: $74,446Net Assets 2017: $124,6662017Assets 2018: $176,240Liabilities 2018: $83,058Net Assets 2018: $93,1822018Assets 2019: $219,384Liabilities 2019: $94,610Net Assets 2019: $124,7742019Assets 2020: $405,568Liabilities 2020: $219,106Net Assets 2020: $186,4622020Assets 2021: $423,145Liabilities 2021: $155,265Net Assets 2021: $267,8802021Assets 2022: $417,550Liabilities 2022: $237,976Net Assets 2022: $179,5742022Assets 2023: $693,214Liabilities 2023: $394,165Net Assets 2023: $299,0492023Assets 2024: $699,221Liabilities 2024: $210,558Net Assets 2024: $488,6632024Assets 2025: $934,894Liabilities 2025: $349,566Net Assets 2025: $585,3282025

Highlighted filing

2025

Assets$934,894
Liabilities$349,566
Net Assets$585,328

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $697,243Expenses 2011: $738,263Net Income 2011: -$41,0202011Revenue 2012: $485,296Expenses 2012: $634,908Net Income 2012: -$149,6122012Revenue 2013: $448,560Expenses 2013: $401,034Net Income 2013: $47,5262013Revenue 2014: $537,890Expenses 2014: $517,707Net Income 2014: $20,1832014Revenue 2015: $466,894Expenses 2015: $486,559Net Income 2015: -$19,6652015Revenue 2016: $518,012Expenses 2016: $526,184Net Income 2016: -$8,1722016Revenue 2017: $583,665Expenses 2017: $587,675Net Income 2017: -$4,0102017Revenue 2018: $568,457Expenses 2018: $599,941Net Income 2018: -$31,4842018Revenue 2019: $673,185Expenses 2019: $641,593Net Income 2019: $31,5922019Revenue 2020: $759,953Expenses 2020: $698,265Net Income 2020: $61,6882020Revenue 2021: $999,775Expenses 2021: $918,357Net Income 2021: $81,4182021Revenue 2022: $1,213,723Expenses 2022: $1,289,888Net Income 2022: -$76,1652022Revenue 2023: $1,789,128Expenses 2023: $1,672,977Net Income 2023: $116,1512023Revenue 2024: $1,709,148Expenses 2024: $1,526,718Net Income 2024: $182,4302024Revenue 2025: $2,044,408Expenses 2025: $1,805,971Net Income 2025: $238,4372025

Highlighted filing

2025

Revenue$2,044,408
Expenses$1,805,971
Net Income$238,437

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.93$0.35$0.59$2.04$1.81$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.21$0.49$1.71$1.53$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.39$0.30$1.79$1.67$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.24$0.18$1.21$1.29$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.16$0.27$1.00$0.92$0.08
2020Summary only. Only limited summary data is available for this year.$0.41$0.22$0.19$0.76$0.70$0.06
2019Summary only. Only limited summary data is available for this year.$0.22$0.09$0.12$0.67$0.64$0.03
2018Summary only. Only limited summary data is available for this year.$0.18$0.08$0.09$0.57$0.60$0.03
2017Summary only. Only limited summary data is available for this year.$0.20$0.07$0.12$0.58$0.59$0.00
2016Summary only. Only limited summary data is available for this year.$0.21$0.08$0.13$0.52$0.53$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.08$0.14$0.47$0.49$0.02
2014Summary only. Only limited summary data is available for this year.$0.24$0.08$0.16$0.54$0.52$0.02
2013Summary only. Only limited summary data is available for this year.$0.22$0.09$0.13$0.45$0.40$0.05
2012Summary only. Only limited summary data is available for this year.$0.18$0.10$0.08$0.49$0.63$0.15
2011Summary only. Only limited summary data is available for this year.$0.35$0.12$0.23$0.70$0.74$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.0
Gross Receipts
$2,090,546
Mission and Program Overview

Mission

NAMI Tennessee's Mission: Enhancing the lives of those affected by mental illness. Our mission is accomplished through support, education, and advocacy.

Nami tennessee is a grassroots, self-help organization dedicated to improving the quality of life for individuals with mental illness, their families and our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$334,175$345,499▲ $11,324
Savings and Temporary Cash Investments$217$300,881▲ $300,664
Cash and Non-Interest-Bearing Accounts$193,677$152,950▼ $40,727
Investments in Publicly Traded Securities$76,585$84,136▲ $7,551
Loans From Officers Directors$50,000--
Land, Buildings, and Equipment, Net$17,851$14,563▼ $3,288
Prepaid Expenses and Deferred Charges$9,848--
Accounts Receivable$3,574$455▼ $3,119
Total Assets$699,221$934,894▲ $235,673
Other Assets Total$63,294$36,410▼ $26,884
Liabilities
Accounts Payable and Accrued Expenses$51,125$273,254▲ $222,129
Other Liabilities$94,328$76,312▼ $18,016
Deferred Revenue$15,105--
Total Liabilities$210,558$349,566▲ $139,008
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$488,663$585,328▲ $96,665
Total Net Assets Fund Balance$488,663$585,328▲ $96,665
Total Liabilities and Net Assets / Fund Balance$699,221$934,894▲ $235,673

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,563$110,455$125,018

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$76,585-▲ $7,551-$84,136
2024$68,154-▲ $8,431-$76,585
2023$63,617-▲ $4,537-$68,154
2022$143,214-▼ $10,070$69,527$63,617
2021$138,727-▲ $14,969$10,482$143,214
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katrina GayExecutive DiFT$108,736$8,412$117,148

Board Members and Trustees

NameTitle
Donna MaddoxPresident
Aimee SullivanBoard Member
Clark SpodenBoard Member
Cynthia RectorBoard Member
Heather RohanBoard Member
Janna JahnBoard Member
John TetzeliBoard Member
Julian RodriguezBoard Member
Kasthuri GomathinayagamBoard Member
Mark KulhanekBoard Member
Marta HernandezBoard Member
Ron MortonBoard Member
Tim SidesBoard Member
Sylvia PhillipsPast Preside
Nancy KillenSecretary
Mike DeitschmannTreasurer
Ginger NaseriVice Preside
Jim BriggsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,951,054
Program Service Revenue
$104,556
Investment Income
$305
Other Revenue
$-11,507
All Other Contributions
$444,484
Change in Net Assets
$238,437

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,043,617
Revenue Not Reported on Financial Statements
$791
Revenue Not Reported on Form 990
$20,294
Total Revenue per Audited Statements
$2,063,911
Total Revenue per Form 990
$2,044,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,026,200
Other Expenses$704,771
Grants and Similar Amounts Paid$75,000
Total Fundraising Expense$2,053
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$695,114$33,670-$728,784
Fees for Services Other$260,444$24,605-$285,049
Current Officers, Directors, Trustees, and Key Employees$132,868$7,905$6$140,779
Office Expenses$103,659$25,882$1,678$131,219
Fees for Services Accounting$83,079$29,724-$112,803
Other Employee Benefits$66,255$12,154$38$78,447
Grants to Domestic Orgs$75,000--$75,000
Payroll Taxes$55,997$10,272$32$66,301
Conferences and Meetings$47,488$487-$47,975
Other Expenses$39,801--$39,801
Occupancy$5,435$21,500-$26,935
Travel$24,409$42$293$24,744
Insurance$10,460$4,553-$15,013
Fees for Services Lobbying$3,150$9,150-$12,300
Pension Plan Contributions$10,041$1,842$6$11,889
Depreciation Depletion-$8,141-$8,141
Fees for Service Investment Mgmnt Fees-$791-$791
Total Functional Expenses$1,613,200$190,718$2,053$1,805,971

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,816,687
Total Expenses per Form 990$1,805,971
Expenses per Audited Statements$1,805,180
Expenses Not Reported on Form 990$11,507
Expenses Not Reported on Financial Statements$791
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nami Davidson CoNashville, TN501c3Program Support$75,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,507
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
State of Mind$19,750-$1,131-
Total Events$19,750-$11,507$-11,507
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$50,000--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$38,767
Operating Lease Liability$37,545
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
Yes
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, Page 6, Part VI, Line 11B

Form 990 is reviewed by the finance committee, noted in the committee minutes, and shared with the board of directors via email prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

Nami tennessee has a conflict of interest policy requiring disclosure of any conflict as they arise and it is renewed annually.

Form 990, Page 6, Part VI, Line 15A

The board, via the executive committee who serves as a personnel committee, evaluates compensation using an annual performance evaluation to determine the appropriate salary of the executive director.

Form 990, Page 6, Part VI, Line 15B

The executive director, who has hiring authority for the staff, evaluates compensation using an annual performance evaluation to determine the appropriate salary. This information is shared with the finance committee and is then available to the full board.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request, on giving matters website, and on our nami tennessee website.

Filing and Contact Details

Filer

Filer Name
Nami Tennessee
EIN
58-1679614
Phone
6153616608
Address
131 SANDERS FERRY ROAD SUITE B, HENDERSONVILLE, TN 37075

Signing Officer

Name
Katrina Gay
Title
Executive Director
Phone
6153616608
Signed
2025-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katrina Gay
Formed
1986
Legal Domicile
Tn
Voting Board Members
18
Independent Board Members
18
Employees
18
Volunteers
17

Preparer

Firm
Blankenship CPA Group Pllc
Address
101 WINNERS CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Scott a Felts CPA
Phone
6153733771
Supplemental Narrative

Additional Explanations

Form 990, Part III

Line 4a - program service accomplishment education: over 200 individuals participated in our sharing hope initiative, which connected historically underserved communities with mental health resources and support. The ending the silence program, nami on campus clubs, and nextgen young adult advisory groups reached more than 1,100 students across tennessee with mental health education and stigma reduction content. Nami in our own voice program reached more than 300 with 18 presentations presented by 12 newly trained volunteers. 7 family to family classes were led for 42 families; 15 family & friends seminars were held serving 92 people. Advocacy: nami tennessee hosted two advocacy training courses and coordinated a successful day on the hill, empowering community members to speak directly with 55 legislators about mental health priorities. In addition, nami tennessee engaged in congressional advocacy in person on an array of issues. Nami tennessee engaged in nine top priority bills which would impact the work of mental health in the community. Line 4b - program service accomplishment the cit model is a solution focused community response to helping people with mental illness by bringing stakeholders together from law enforcement, behavioral health and advocacy sectors, along with people with lived experience of mental illness, to develop solutions for safely redirecting people in crisis away from the judicial system and into the behavioral health care system whenever appropriate. The centerpiece of the model is forty (40) hours of specialized training for a select group of police officers who volunteer to become cit officers. Additionally, nami tennessee worked closely with the cookeville fire and police departments to develop a specialized community response team, connect & protect, of emts and mental health counselors, funded by a grant from the tennessee department of criminal justice. This program has connected hundreds of community members in crisis with mental health resources in the cookeville area.

Form 990, Part IX, Line 11G

Professional fees 260,444 24,605 0

Form 990, Part XI, Line 9

Restatement of net assets -150,559 subsequent to the issuance of the organization's june 30, 2024 financial statements, management determined that a liability related to questioned costs identified by the tennessee department of mental health and substance abuse services should have been recorded as of june 30, 2024. Accordingly, the june 30, 2024 financial statements have been restated to reflect this liability. The restatement resulted in a decrease to net assets of 150,559.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The organization has a policy of withdrawing board-approved amounts from the endowment accounts as needed. The board may direct special allocations of the endowment funds to be distributed to the organization's operating account to satisfy operating expenses the organization has been unable to pay through day-to-day operations.

Schedule D, Page 4, Part XI, Line 2D

Fundraising event expenses netted against revenue per 990 11,507

Schedule D, Page 4, Part XII, Line 2D

Fundraising event expenses netted against revenue per 990 11,507

Schedule D, Page 4, Part XIII

Income taxes the organization is exempt from income tax under section 501(c)(3) of the internal revenue code (irc) and has been classified by the irc as other than a private foundation. Accordingly, no provision for income tax has been made. The organization follows fasb asc guidance concerning the accounting for income taxes recognized in an entity's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than 50% likely of being realized upon ultimate settlement. The organization does not believe there are any uncertain tax positions at june 30, 2025 and 2024. Additionally, the organization has not recognized any tax related interest and penalties in the accompanying financial statements.

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