Civic Intelligence

Nami Dallas Inc

EIN 75-1875023 • 501(c)3 • Dallas, TX

Profile

To relieve the effects of severe

2812 Swiss AveDallas, TX 75204

www.namidallas.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.01x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$87,763

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

16th percentile

-16%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-20%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$478,227

Down $91,711 (-16%) from 2023

Liabilities

Down

$5,703

Down $8,768 (-61%) from 2023

Net Assets

Down

$472,524

Down $82,943 (-15%) from 2023

Revenue

Down

$393,575

Down $97,477 (-20%) from 2023

Expenses

Down

$482,042

Down $16,720 (-3.4%) from 2023

Net Income

Down

-$88,467

Down $80,757 (-1047%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $84,475Liabilities 2010: $1,802Net Assets 2010: $82,6732010Assets 2011: $90,342Liabilities 2011: $2,392Net Assets 2011: $87,9502011Assets 2012: $122,695Liabilities 2012: $8,845Net Assets 2012: $113,8502012Assets 2013: $91,854Liabilities 2013: $7,789Net Assets 2013: $84,0652013Assets 2014: $92,880Liabilities 2014: $7,417Net Assets 2014: $85,4632014Assets 2015: $78,929Liabilities 2015: $7,387Net Assets 2015: $71,5422015Assets 2016: $155,918Liabilities 2016: $3,482Net Assets 2016: $152,4362016Assets 2017: $203,557Liabilities 2017: $8,667Net Assets 2017: $194,8902017Assets 2018: $360,765Liabilities 2018: $19,445Net Assets 2018: $341,3202018Assets 2019: $439,323Liabilities 2019: $2,170Net Assets 2019: $437,1532019Assets 2020: $482,157Liabilities 2020: $5,886Net Assets 2020: $476,2712020Assets 2021: $545,537Liabilities 2021: $8,054Net Assets 2021: $537,4832021Assets 2022: $559,507Liabilities 2022: $12,489Net Assets 2022: $547,0182022Assets 2023: $569,938Liabilities 2023: $14,471Net Assets 2023: $555,4672023Assets 2024: $478,227Liabilities 2024: $5,703Net Assets 2024: $472,5242024

Highlighted filing

2024

Assets$478,227
Liabilities$5,703
Net Assets$472,524

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $191,697Expenses 2010: $204,628Net Income 2010: -$12,9312010Revenue 2011: $197,011Expenses 2011: $191,734Net Income 2011: $5,2772011Revenue 2012: $215,663Expenses 2012: $199,272Net Income 2012: $16,3912012Revenue 2013: $161,464Expenses 2013: $198,029Net Income 2013: -$36,5652013Revenue 2014: $216,524Expenses 2014: $214,407Net Income 2014: $2,1172014Revenue 2015: $242,531Expenses 2015: $254,619Net Income 2015: -$12,0882015Revenue 2016: $292,175Expenses 2016: $212,862Net Income 2016: $79,3132016Revenue 2017: $270,859Expenses 2017: $232,694Net Income 2017: $38,1652017Revenue 2018: $443,450Expenses 2018: $290,213Net Income 2018: $153,2372018Revenue 2019: $342,264Expenses 2019: $263,158Net Income 2019: $79,1062019Revenue 2020: $349,167Expenses 2020: $310,049Net Income 2020: $39,1182020Revenue 2021: $393,476Expenses 2021: $346,657Net Income 2021: $46,8192021Revenue 2022: $482,917Expenses 2022: $439,388Net Income 2022: $43,5292022Revenue 2023: $491,052Expenses 2023: $498,762Net Income 2023: -$7,7102023Revenue 2024: $393,575Expenses 2024: $482,042Net Income 2024: -$88,4672024

Highlighted filing

2024

Revenue$393,575
Expenses$482,042
Net Income-$88,467

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.06$4.73$3.94$4.82$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.14$5.55$4.91$4.99$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.12$5.47$4.83$4.39$0.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$0.08$5.37$3.93$3.47$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.06$4.76$3.49$3.10$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.02$4.37$3.42$2.63$0.79
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.19$3.41$4.43$2.90$1.53
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.09$1.95$2.71$2.33$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.03$1.52$2.92$2.13$0.79
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.07$0.72$2.43$2.55$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.07$0.85$2.17$2.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.08$0.84$1.61$1.98$0.37
2012Summary only. Only limited summary data is available for this year.$1.23$0.09$1.14$2.16$1.99$0.16
2011Summary only. Only limited summary data is available for this year.$0.90$0.02$0.88$1.97$1.92$0.05
2010Summary only. Only limited summary data is available for this year.$0.84$0.02$0.83$1.92$2.05$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$681,163
Mission and Program Overview

Mission

To relieve the effects of severe mental illnesses, known as biological brain diseases, on individuals, family members and society through support and education.

Nami north texas is a grassroots organization that provides education, support, advocacy, and public awareness to improve the lives of people living with mental health conditions and their family members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$235,850$250,919▲ $15,069
Cash and Non-Interest-Bearing Accounts$272,457$168,907▼ $103,550
Pledges and Grants Receivable$55,320$53,750▼ $1,570
Prepaid Expenses and Deferred Charges$6,311$4,651▼ $1,660
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$569,938$478,227▼ $91,711
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$14,471$5,703▼ $8,768
Total Liabilities$14,471$5,703▼ $8,768
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$481,166$472,524▼ $8,642
Net Assets With Donor Restrictions$74,301--
Total Net Assets Fund Balance$555,467$472,524▼ $82,943
Total Liabilities and Net Assets / Fund Balance$569,938$478,227▼ $91,711

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,608$3,608
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kasey Smith-from 724Executive DirectorFT$80,475$7,288$87,763
Athena Trentin-thru 724Executive DirectorFT$53,820$8,114$61,934

Board Members and Trustees

NameTitle
Dr Joseph GuilloryPresident
Pasha RahmanVice President
Courtney JaimesBoard Member
Felecia WadsworthBoard Member
Heather BianchiBoard Member
Isaac PadillaBoard Member
Khadijah IbrahimBoard Member
Lakeesha BrowneBoard Member
Lee PiersonBoard Member
Monserrat MataBoard Member
Phyllis FinleyBoard Member
Todd GyureBoard Member
Sharonda Young CalderonSecretary
Alyse FergusonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$376,324
Program Service Revenue
$0
Investment Income
$16,771
Other Revenue
$480
All Other Contributions
$241,583
Change in Net Assets
$-88,467

Audited Revenue Reconciliation

Revenue per Audited Statements
$391,078
Revenue Not Reported on Financial Statements
$2,497
Revenue Not Reported on Form 990
$53,402
Total Revenue per Audited Statements
$444,480
Total Revenue per Form 990
$393,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$345,369
Other Expenses$136,673
Total Fundraising Expense$59,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,075$13,081$18,591$157,747
Current Officers, Directors, Trustees, and Key Employees$104,788$17,964$26,945$149,697
Payroll Taxes$20,607$2,734$4,004$27,345
Fees for Services Other$18,765$1,422$2,083$22,270
Fees for Services Accounting-$18,675-$18,675
Travel$9,816$3,786$722$14,324
Occupancy$8,673$338$4,327$13,338
Other Employee Benefits$8,799$749$1,032$10,580
Fees for Service Investment Mgmnt Fees-$2,497-$2,497
Other Expenses$3,594$188$441$188
Total Functional Expenses$357,910$64,629$59,503$482,042

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$527,423
Total Expenses per Form 990$482,042
Expenses per Audited Statements$479,545
Expenses Not Reported on Form 990$47,878
Expenses Not Reported on Financial Statements$2,497
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,090
Fundraising Gross Income$35,090
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nami Walks$128,621$19,863$19,863$0
Fall Event$39,550$15,227$15,227$0
Total Events$168,171$35,090$35,090-
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-
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization contracted with financial affairs, llc for bookkeeping, accounting and audit assistance.

Form 990, Part VI, Section A, Line 6

People who participate in our programs and our volunteers can join NAMI as members for a small annual fee through our national organization, designating NAMI North Texas as their local affiliate. This membership gives them the ability to vote for changes in bylaws and for board members after they are nominated by the Board of Directors Nominations Committee and approved for membership vote by the entire Board of Directors by majority vote.

Form 990, Part VI, Section A, Line 7A

People who participate in our programs and our volunteers can join NAMI as members for a small annual fee through our national organization, designating NAMI North Texas as their local affiliate. This membership gives them the ability to vote for governing board members after they are nominated by the Board of Directors Nominations Committee and approved for membership vote by the entire Board of Directors by majority vote.

Form 990, Part VI, Section A, Line 7B

People who participate in our programs and our volunteers can join NAMI as members for a small annual fee through our national organization, designating NAMI North Texas as their local affiliate. This membership gives them the ability to vote for changes in bylaws proposed and passed by the Board of Directors and approved for membership vote by the entire Board of Directors by majority vote.

Form 990, Part VI, Section B, Line 11B

The form 990 will be reviewed by the executive officers via email distribution and feedback before filing with the irs.

Form 990, Part VI, Section B, Line 12C

As board members are appointed, they are required to sign a conflict of interest statement and list any potential conflicts that may be of concern. If any new conflicts arise, they bring the possible conflict to a monthly board meeting for discussion.

Form 990, Part VI, Section B, Line 15A

Online salary comparison data is reviewed (salary.com, glassdoor), discussed and approved at the board level. Review and approval is documented in board meeting minutes.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are posted on the nami north texas website and available on the donorbdridge website.

Form 990, Part VIII Income From Fundraising Events

The net economic benefit from our fundraising events is calculated as follows:Contributions from fundraising events reported on Part VIII, line 1c $ 133,081Gross income from fundraising events reported on Part VIII, line 8a 35,090Less: Direct costs of events reported on part VIII, Line 8b (35,090) Net economic benefit of fundraising events $ 133,081

Filing and Contact Details

Filer

Filer Name
Nami North Texas
EIN
75-1875023
Phone
2143417133
Address
2812 SWISS AVE, DALLAS, TX 75204

Signing Officer

Name
Kasey Smith
Title
Executive Director
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kasey Smith
Formed
1982
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
9
Volunteers
100

Preparer

Firm
Sutton Frost Cary LLP
Address
200 E Front St Suite 200, Arlington, TX 76011
Preparer
Carroll Elizabeth Arnott
Phone
8176498083
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Organization is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code (IRC) and has not been classified as a private foundation as defined in the IRC. Income generated from activities unrelated to the Organizations exempt purposes is subject to tax under IRC Section 511. The Organization had no unrelated business income for the years ended December 31, 2024. Accordingly, no provision has been made for federal income tax. GAAP requires the evaluation of tax positions taken in the course of preparing the Organizations tax returns and recognition of a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Organization, and has concluded that as of December 31, 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/MissionDesc0NAMI NORTH TEXAS IS A GRASSROOTS ORGANIZATION THAT PROVIDES EDUCATION, SUPPORT, ADVOCACY, AND PUBLIC AWARENESS TO IMPROVE THE LIVES OF PEOPLE LIVING WITH MENTAL HEALTH CONDITIONS AND THEIR FAMILY MEMBERS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT GROUPS - NAMI NORTH TEXAS PROVIDES FREE PEER-LED SUPPORT GROUPS FOR FAMILY MEMBERS AND FOR ADULTS LIVING WITH MENTAL HEALTH CONDITIONS. ALL GROUPS FOLLOW A STRUCTURED MODEL AND ARE LED BY TRAINED FACILITATORS WITH LIVED EXPERIENCE. MANY PARTICIPANTS CONSIDER THESE GROUPS VITAL IN THEIR RECOVERY JOURNEY, WITH EMPATHY AND IN HELPING TO BETTER UNDERSTAND THEIR LOVED ONES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0OVERWATCH PEER SUPPORT PROGRAM - NO-COST, INTER-AGENCY 1-1 PEER SUPPORT NETWORK FOR FIRST RESPONDERS, CIVILIAN SUPPORT STAFF OF FIRST RESPONDERS, AND FRONTLINE HEALTHCARE WORKERS IN THE NORTH TEXAS REGION. THE OVERWATCH PEER SUPPORT PROGRAM IS A REGIONAL APPROACH TO PEER SUPPORT. THE OPS PROGRAM BOASTS A NUMBER OF TRAINED PEER SUPPORTERS WHO ARE MEMBERS OF THE FIRST RESPONDER AND HEALTHCARE COMMUNITIES OF NORTH TEXAS. FIRST RESPONDERS AND HEALTHCARE WORKERS SEEKING PEER SUPPORT WILL NOW BE ABLE TO UTILIZE RESOURCES NOT JUST FROM THEIR OWN AGENCY OR ORGANIZATION, BUT FROM THE OPS PROGRAM AS WELL. THIS DRASTICALLY INCREASES THE AMOUNT OF PEER SUPPORTERS AND RESOURCES AVAILABLE TO THEM, WHILE ALSO DECREASING CONCERNS OF CONFIDENTIALITY ISSUES RELATED TO TALKING ABOUT THEIR BRAIN HEALTH WITH CO-WORKERS.
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0181

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