Civic Intelligence

Nami Pinellas County Florida Inc.

990 • Fiscal year 2018 • EIN 59-2819044

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 15, 2019

8800 49th Street N 302Pinellas Park, FL 33782

(727) 479-3254

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$183,059

Up $50,910 (+39%) from 2017

Net Assets

Up

$182,284

Up $51,974 (+40%) from 2017

Liabilities

Down

$775

Down $1,064 (-58%) from 2017

Revenue

Down

$205,589

Down $57,987 (-22%) from 2017

Expenses

Down

$153,615

Down $12,197 (-7.4%) from 2017

Net Income

Down

$51,974

Down $45,790 (-47%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $54,609Liabilities 2010: $7,941Net Assets 2010: $46,6682010Assets 2011: $24,930Liabilities 2011: $1,5402011Assets 2012: $24,357Liabilities 2012: $15,1202012Assets 2015: $55,493Liabilities 2015: $1,157Net Assets 2015: $54,3362015Assets 2016: $34,307Liabilities 2016: $1,761Net Assets 2016: $32,5462016Assets 2017: $132,149Liabilities 2017: $1,839Net Assets 2017: $130,3102017Assets 2018: $183,059Liabilities 2018: $775Net Assets 2018: $182,2842018Assets 2019: $65,789Liabilities 2019: $3,958Net Assets 2019: $61,8312019Assets 2020: $43,597Liabilities 2020: $23,716Net Assets 2020: $19,8812020Assets 2021: $382,206Liabilities 2021: $10,515Net Assets 2021: $371,6912021Assets 2022: $359,503Liabilities 2022: $27,585Net Assets 2022: $331,9182022Assets 2023: $1,426,544Liabilities 2023: $106,389Net Assets 2023: $1,320,1552023Assets 2024: $1,854,022Liabilities 2024: $85,335Net Assets 2024: $1,768,6872024

Highlighted filing

2018

Assets$183,059
Liabilities$775
Net Assets$182,284

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $80,842Expenses 2010: $103,815Net Income 2010: -$22,9732010Revenue 2011: $86,976Expenses 2011: $110,254Net Income 2011: -$23,2782011Revenue 2012: $81,718Expenses 2012: $95,858Net Income 2012: -$14,1402012Revenue 2015: $133,479Expenses 2015: $146,382Net Income 2015: -$12,9032015Revenue 2016: $128,409Expenses 2016: $150,199Net Income 2016: -$21,7902016Revenue 2017: $263,576Expenses 2017: $165,812Net Income 2017: $97,7642017Revenue 2018: $205,589Expenses 2018: $153,615Net Income 2018: $51,9742018Revenue 2019: $152,652Expenses 2019: $273,105Net Income 2019: -$120,4532019Revenue 2020: $192,002Expenses 2020: $250,683Net Income 2020: -$58,6812020Revenue 2021: $632,749Expenses 2021: $299,305Net Income 2021: $333,4442021Revenue 2022: $204,438Expenses 2022: $244,211Net Income 2022: -$39,7732022Revenue 2023: $1,469,201Expenses 2023: $480,964Net Income 2023: $988,2372023Revenue 2024: $1,135,389Expenses 2024: $686,857Net Income 2024: $448,5322024

Highlighted filing

2018

Revenue$205,589
Expenses$153,615
Net Income$51,974
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 15, 2019
Return Version
2017v2.2
Gross Receipts
$211,424
Mission and Program Overview

Mission

NAMI is an acronym for the National Alliance on Mental Illness. It is the largest advocacy organization in the country for those living with a mental illness. NAMI Pinellas County, Florida, provides education, support and advocacy for individuals and families affected by mental illness to help them cope wiht the challenges they face living with mental illnesses. Volunteers facilitate support groups, teach classes about managing mental illnesses, and advocate for funding and services to help not only those with mental illness, but also their families.

NAMI, is an acronym for the National Alliance on Mental Illness It is the nations largest grassroots mental health organization dedicated to building better lives for the millions of Americans affected by mental illness. NAMI Pinellas County, Florida, provides free education classes, free support groups, and dedicated volunteer members and leaders advocating for access to services, treatment, supports and research, and is steadfast in its commitment to raising awareness and building a community of hope for all of those in need. Education classes and support groups are facilitated by volunteers with lived-experiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$101,874$102,092▲ $218
Cash and Non-Interest-Bearing Accounts$24,002$67,051▲ $43,049
Accounts Receivable$6,169$13,916▲ $7,747
Land, Buildings, and Equipment, Net$104$0▼ $104
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$132,149$183,059▲ $50,910
Other Assets Total-$0-
Liabilities
Other Liabilities$1,839$775▼ $1,064
Total Liabilities$1,839$775▼ $1,064
Net Assets / Fund Balance
Temporarily Rstr Net Assets$95,723$145,723▲ $50,000
Unrestricted Net Assets$34,587$36,561▲ $1,974
Total Net Assets Fund Balance$130,310$182,284▲ $51,974
Total Liabilities and Net Assets / Fund Balance$132,149$183,059▲ $50,910

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$550$550
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rosalie BousherPresident
Ashley MuchnickVice President
Bonnie HillDirector
Elizabeth RockDirector
Jennifer BotelhoDirector
John CraigDirector
Richard MichaelsDirector
Stephanie WolfDirector
Thomas WilkinsDirector
John JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,273
Program Service Revenue
$93,763
Investment Income
$24
Other Revenue
$11,529
All Other Contributions
$97,152
Change in Net Assets
$51,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,536
Salaries, Compensation, and Employee Benefits$64,079
Total Fundraising Expense$8,720
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,540$6,885$8,100$59,525
Conferences and Meetings$19,175$79-$19,254
Fees for Services Accounting-$12,500-$12,500
All Other Expenses$6,517$4,194-$10,711
Insurance-$6,514-$6,514
Other Expenses$5,035$216-$5,035
Payroll Taxes$3,407$527$620$4,554
Occupancy$2,699--$2,699
Fees for Services Management-$395-$395
Depreciation Depletion-$104-$104
Total Functional Expenses$113,481$31,414$8,720$153,615
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,364
Fundraising Direct Expenses$5,835
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events & Banquets$17,364$17,364$5,243$12,121
Total Events$17,364$17,364$5,835$11,529
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
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, Line 11B: Form 990 Review Process

Form is prepared by primary accounting firm from audited financials reviewed by external accountant. Staff also provides information, as needed, for the return. Following preparation, 990 is reviewed by staff and board treasurer prior to submission to the board and then filing with IRS.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Because NAMI receives contract support from the State, documents are available through the State of Florida's Governemnt in the Sunshine law. Year-End and summary reports are also available by request to the organization.

Filing and Contact Details

Filer

Filer Name
Nami Pinellas County Florida Inc
EIN
59-2819044
Phone
7274793254
Address
8800 49th Street N 302, Pinellas Park, FL 33782

Signing Officer

Name
Ann S Rogers
Title
President
Signed
2019-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosalie Bousher
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
2

Preparer

Firm
Thacher PA
Address
2832 First Avenue North, St Petersburg, FL 33713
Preparer
Frederick C Thacher
Phone
7273282721
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Support Services - NAMI Pinellas offers two helplines, one for consumer support and one for family member support. Between 50 and 80 calls are received monthly from these two helplines. There is a weekly Connection Recovery Support Group offered, where approximately 10-20 individuals attend each week. NAMI Connection Recovery Support Group is a free, peer-led support group for adults living with a mental health condition. Individuals will gain insight from hearing the challenges and successes of others, and the groups are led by NAMI-trained facilitators who have lived-experiences. NAMI Family Support Groups are a peer-led support group for family members, caregivers and loved ones of individuals living with a mental health condition. Individuals gain insight from the challenges and successes of others facing similar circumstances. NAMI Pinellas offered three monthly family support groups with approximately 10-20 individuals attending each meeting per month.Family Resource Guide- Over 2500 copies of the Family Resource Guide were distributed to community mental health centers, doctors offices, community meetings/vendor fairs, individually distributed, etc. OTHER PROGRAM SERVICES 5: Program Support - Staff assist in coordinating and executing programs in the community by seeking volunteers and ensuring they are trained according to National guidelines to lead NAMI programs. To ensure training, this often means coordinating travel plans for the trainers to either come in to the affiliate to train qualified volunteers or send qualified volunteers out to a hosted training in another area. Staff also purchase the necessary materials for training and education courses as well as promote the programs to the community via emails, phone calls, social media, letters, presentations, community outreach tables/displays, etc. Staff build community partnerships to seek support in managing programs such as offering locations for programs to be held and assisting to promote the programs with their clients. Staff coordinate volunteer time, issue trainer stipends when necessary, mileage reimbursement, and the purchase of food items. Staff act as a liaison for volunteers to find support and resources within the organization as well as connect the community to resources within NAMI and the general community. Staff are trained to offer community presentations to enhance mental health awareness and share program resources to promote recovery.

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IRS990/MissionDesc0NAMI, is an acronym for the National Alliance on Mental Illness It is the nations largest grassroots mental health organization dedicated to building better lives for the millions of Americans affected by mental illness. NAMI Pinellas County, Florida, provides free education classes, free support groups, and dedicated volunteer members and leaders advocating for access to services, treatment, supports and research, and is steadfast in its commitment to raising awareness and building a community of hope for all of those in need. Education classes and support groups are facilitated by volunteers with lived-experiences.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Education/Training - Education Programs that NAMI Pinellas offers are Family-to-Family, Peer-to-Peer, Ending the Silence, and NAMI Smarts. These courses are open to the community, free of charge to register. Family-to-Family is a 12-week education program for family members of adults living with a mental health condition. The course is designed to help all family members understand and support their loved one with a mental health condition while maintaining their own well-being. In May 2013 the program was added to the U.S. Substance Abuse and Mental Health Services Administration (SAMHSA) National Registry of Evidence-based Programs and Programs. This class is offered four (4) times during the fiscal year 2017-2018 with approximately 75 graduates. Peer-to-Peer is a, 10 session education course on recovery for any person living with a mental health condition. The course is designed to teach the individual more about their mental illness and ways to prevent relapse and live in recovery. This course is offered three (3) times during the fiscal year 2017-2018 with approximately 36 graduates. Once the individual graduates from these programs, they do not need to take the course again but are encouraged to attend the support groups as needed. Ending the Silence is an engaging 50-minute presentation that helps audience members learn about the warning signs of mental health conditions and what steps to take if you or a loved one are showing symptoms of a mental illness. Free of cost to schools and communities. designed for middle and high school students that includes warning signs, facts and statistics and how to get help for themselves or a friend. Research has shown that NAMI Ending the Silence for Students is effective in changing middle and high school students knowledge and attitudes toward mental health conditions and toward seeking help. This presentation is offered 14 times during the fiscal year 2017-2018 with approximately 669 in attendance. NAMI Smarts for Advocacy is a hands-on advocacy training program that helps people living with mental illness, friends, and family members transform their passion and lived experience into skillful grassroots advocacy. NAMI Smarts for Advocacy is designed as a series of three 1-2-hour workshops/modules. Modules 1 & 2 (classes) were held on July 24, 2017 at Boley Center, St. Petersburg, FL with a total of 17 graduates. C.I.T. (Crisis Intervention Team Training) is a 40-hour training with concerted effort made by the community mental health centers, NAMI staff and volunteers, and law enforcement to enhance the knowledge base of Law Enforcement Officers and First Responders to be able to assess a mental health crisis/trauma opposed to a criminal act. NAMI Pinellas assists with implemented seven (7) C.I.T. education trainings, with approximately 240 Law Enforcement Officer graduates during the fiscal year 2017-2018 as a participant in the C.I.T. Committee. This is to raise public and stakeholder awareness through education and outreach, establishing and disseminating recommended standards for developing, implementing and sustaining crisis intervention programs, aiding communities interested in developing C.I.T. programs, supporting research, improving public health and safety, evaluation of C.I.T. programs and partnering with C.I.T. programs in various localities to hold annual International C.I.T. Conferences.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Conferences - Each year, NAMI National holds an annual conference that offers opportunities for trained NAMI facilitators, teachers, staff, and volunteers to attend workshops to increase their knowledge base in mental health information/training/resources pertaining to the services they offer. Approximately 120 different workshops are offered over the course of 4-5 days during each annual conference. Additionally, opportunities to network and learn from other NAMI volunteers/staff are also offered during the conference. Conferences such as C.I.T. International and NAMI Florida Conference are also held annually, and NAMI Pinellas sends staff and volunteers to attend these educational opportunities. During the fiscal year 2017-2018, NAMI Pinellas sent a total of 21 staff/volunteers to these conferences/workshop trainings. Seven (7) staff/volunteers attended NAMI National Convention from June 27 through July 1, 2018 in New Orleans, LA; seven (7) staff/volunteers attended C.I.T. International Conference from August 16 through August 18, 2017 in Ft. Lauderdale, FL; Seven (7) staff/volunteers attended NAMI Florida Conference from September 22 through September 24 in Orlando, FL, 2017
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