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Nonprofiteer
← NAMI SARASOTA AND MANATEE COUNTIES INC

Form 990 for tax year 2024

Filed by NAMI SARASOTA AND MANATEE COUNTIES INC.

Totals

Total revenue
$2,242,184
Total expenses
$1,890,073
Contributions and grants received
$997,579
Grants paid
$0
Program service revenue
$1,322,884
Investment income
-$67,684
Other revenue
-$10,595
Total assets, end of year
$2,419,848
Total liabilities, end of year
$74,545
Net assets or fund balances, end of year
$2,345,303
Program services expenses (Part IX)
$1,668,518
Management and general expenses
$173,246
Fundraising expenses
$48,309
Program service expenses (Part III)
$1,668,518

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $795

  • 1c · Fundraising events

    $114,192

  • 1f · All other contributions, gifts and grants

    $882,592

  • 2a · Program service revenue: DROP-IN FEES

    total $429,410 · related or exempt $429,410

  • 2b · Program service revenue: FAMILY NAVIGATION (CFB

    total $344,943 · related or exempt $344,943

  • 2c · Program service revenue: MANATEE COUNTY

    total $176,765 · related or exempt $176,765

  • 2d · Program service revenue: MENTAL HEALTH SUPPORT

    total $138,598 · related or exempt $138,598

  • 2e · Program service revenue: P.E.E.R. TRAINING

    total $105,894 · related or exempt $105,894

  • 2f · All other program service revenue

    total $127,274 · related or exempt $127,274

  • 3 · Investment income

    total $17,715 · excluded $17,715

  • 7a · Gross sales of assets other than inventory

    securities $69,370 · other assets $250,000

  • 7b · Less cost or other basis and sales expenses

    securities $68,867 · other assets $335,902

  • 7c · Gain or loss

    securities $503 · other assets -$85,902

  • 7d · Net gain or loss

    total -$85,399 · excluded -$85,399

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $114,192

  • 8b · Fundraising events: direct expenses

    $10,595

  • 8c · Net income from fundraising events

    total -$10,595 · excluded -$10,595

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $127,421 · program services $106,015 · management and general $10,197 · fundraising $11,209

  • 7 · Other salaries and wages

    total $1,034,855 · program services $1,009,334 · management and general $3,281 · fundraising $22,240

  • 9 · Other employee benefits

    total $51,839 · program services $48,077 · management and general $2,743 · fundraising $1,019

  • 10 · Payroll taxes

    total $88,123 · program services $85,129 · management and general $433 · fundraising $2,561

  • 11b · Fees: legal

    total $8,957 · program services $5,560 · management and general $3,374 · fundraising $23

  • 11c · Fees: accounting

    total $56,971 · program services $35,364 · management and general $21,462 · fundraising $145

  • 11g · Fees: other

    total $51,833 · program services $32,175 · management and general $19,526 · fundraising $132

  • 12 · Advertising and promotion

    total $28,905 · program services $21,316 · management and general $1,966 · fundraising $5,623

  • 13 · Office expenses

    total $37,154 · program services $17,612 · management and general $15,046 · fundraising $4,496

  • 16 · Occupancy

    total $90,541 · program services $70,893 · management and general $19,648

  • 17 · Travel

    total $20,160 · program services $19,427 · management and general $733

  • 19 · Conferences, conventions and meetings

    total $45,295 · program services $34,788 · management and general $10,468 · fundraising $39

  • 22 · Depreciation, depletion and amortization

    total $38,854 · program services $38,654 · management and general $200

  • 23 · Insurance

    total $38,578 · program services $8,499 · management and general $30,079

  • 24a · Other expenses: NAMI EASYSITE.COM

    total $65,320 · program services $57,814 · management and general $7,506

  • 24b · Other expenses: SUPPLIES AND EQUIPMENT

    total $46,790 · program services $42,441 · management and general $3,990 · fundraising $359

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $32,153 · program services $14,792 · management and general $17,051 · fundraising $310

  • 24d · Other expenses: MEALS

    total $18,496 · program services $15,930 · management and general $2,525 · fundraising $41

  • 24e · All other expenses

    total $7,828 · program services $4,698 · management and general $3,018 · fundraising $112

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $325,109 · end of year $619,189

  • 2 · Savings and temporary cash investments

    beginning of year $247,885 · end of year $637,021

  • 4 · Accounts receivable

    beginning of year $209,934 · end of year $240,707

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,348 · end of year $42,471

  • 10a · Land, buildings and equipment: cost or other basis

    $777,857

  • 10b · Land, buildings and equipment: accumulated depreciation

    $103,227

  • 10c · Land, buildings and equipment, net

    beginning of year $1,028,780 · end of year $674,630

  • 11 · Investments: publicly traded securities

    beginning of year $185,965 · end of year $204,055

  • 15 · Other assets

    beginning of year $1,775 · end of year $1,775

  • 17 · Accounts payable and accrued expenses

    beginning of year $45,630 · end of year $74,545

  • 27 · Net assets without donor restrictions

    beginning of year $1,907,972 · end of year $2,345,303

  • 28 · Net assets with donor restrictions

    beginning of year $68,194 · end of year $0

Mission and programs · 2024

Mission

NAMI SARASOTA AND MANATEE COUNTIES, INC. IMPROVES THE LIVES OF INDIVIDUALS, FAMILIES, AND CAREGIVERS ON THEIR JOURNEY TO MENTAL WELLNESS.

Activities or mission (Part I)

PROVIDE SUPPORT, EDUCATION, AWARENESS, AND ADVOCACY TO INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS AND/OR CO-OCCURRING SUBSTANCE USE CHALLENGES, THEIR FAMILIES, AND CAREGIVERS.

  • FAMILY AND PEER EDUCATION AND SUPPORT: SUPPORT GROUPS FACILITATED BY TRAINED INDIVIDUALS AND CLASSES OF EIGHT (8) SESSIONS TAUGHT WITH NAMI STANDARDIZED CURRICULUM. GROUPS AND CLASSES ARE TAUGHT/FACILITATED BY PEERS WHO ALSO LIVE WITH MENTAL HEALTH CONDITIONS AND/OR ARE LOVED ONES OF THOSE WHO EXPERIENCE MENTAL ILLNESS AND HAVE ATTENDED GROUPS/CLASSES THEMSELVES.

    Expenses $363,091 · Revenue $421,257

  • DROP-IN CENTERS: BEGINNING IN SUMMER 2021, NAMI SARASOTA AND MANATEE COUNTIES OPENED THEIR WELLNESS DROP-IN CENTERS, YANA SARASOTA, IN BOTH NORTH AND SOUTH SARASOTA COUNTY.YANA, AN ACRONYM FOR "YOU ARE NOT ALONE," ALIGNS WITH THE MISSION AND VALUES OF NAMI SARASOTA AND MANATEE COUNTIES. IT'S A SAFE SPACE FOR ADULTS 18 AND OVER WHO ARE FACING MENTAL HEALTH CHALLENGES. INDIVIDUALS CAN BECOME MEMBERS OF A NURTURING, NON-JUDGMENTAL ENVIRONMENT WHERE THEY CAN FIND A SENSE OF COMMUNITY. YANA SARASOTA FOSTERS AN ATMOSPHERE WHERE EVERYONE IS ACKNOWLEDGED AND VALUED, OPENING OPPORTUNITIES FOR FRIENDSHIPS, LIFE SKILLS, EDUCATION, ADVOCACY, AND STEPS TOWARD MENTAL HEALTH RECOVERY AND WELL-BEING. MEMBERS ARE NOT ONLY GIVEN A SAY IN PROGRAM ACTIVITIES BUT ARE ALSO ENCOURAGED TO CONTRIBUTE TO YANA SARASOTA'S VISION AND ACTIVELY PARTAKE IN THEIR PERSONAL WELLNESS JOURNEY, ALL WITH THE ASSISTANCE OF CERTIFIED RECOVERY PEER SUPPORT SPECIALISTS.BEING PEER-LED AND MEMBER DRIVEN, YANA SARASOTA EMPHASIZES COLLABORATION AMONG MEMBERS AND PEER-STAFF, WORKING TOGETHER TO TAILOR PROGRAM ACTIVITIES THAT RESONATES WITH EACH PARTICIPANT'S UNIQUE PATH TO MENTAL WELLNESS AND RECOVERY. INTEGRAL TO THIS APPROACH IS OUR MEMBER ADVISORY COUNCIL (MAC), A MEMBER-LED BOARD DEDICATED TO FACILITATING A CONVERSATION ABOUT THE WANTS AND NEEDS OF YANA MEMBERS. THE MAC SERVES AS A VITAL CONDUIT FOR MEMBER VOICES, ENSURING THAT THE PROGRAMS AND SERVICES OFFERED NOT ONLY MEET BUT ALSO REFLECT THE COLLECTIVE ASPIRATIONS OF THE COMMUNITY.AT YANA SARASOTA, WE BELIEVE IN MULTIPLE PATHWAYS TO RECOVERY. THAT'S WHY WE ARE THRILLED TO OFFER A NOURISHING MORNING SNACK AND LUNCH EVERY DAY TO OUR MEMBERS. MEMBERS, VOLUNTEERS, AND STAFF PREPARE MEALS, ENSURING THAT EVERYONE CAN START THEIR DAY ON THE RIGHT FOOT. BUT THAT'S JUST PART OF WHAT WE DO. ALL PROGRAMS AT YANA ARE ENTIRELY FREE OF CHARGE, ALLOWING PARTICIPANTS FROM ALL WALKS OF LIFE TO ENGAGE, LEARN, AND GROW WITHOUT FINANCIAL BARRIERS. FROM EDUCATIONAL WORKSHOPS TO SOCIAL EVENTS, THERE'S SOMETHING FOR EVERYONE AT YANA.

    Expenses $413,450 · Revenue $504,410

  • FAMILY PEER SUPPORT: PEER SPECIALISTS PARTNER WITH FAMILIES WHO HAVE YOUTH/YOUNG ADULTS EXPERIENCING MENTAL HEALTH CHALLENGES AND OFFERS SUPPORT, ADVOCACY, AND EMPOWERMENT TO MEET THE INDIVIDUAL FAMILY NEEDS.THE PARENT PARTNER THROUGH THE FATHERHOOD INITIATIVE SERVES AS A LIAISON FOR FATHERS INVOLVED IN THE PARENTS FOR PARENTS (P4P) AND FAMILY NAVIGATION PROGRAMS, TO OFFER SUPPORT, EDUCATION, AND ADVOCACY TO FATHERS INVOLVED WITHIN THE SYSTEM OF CARE, INCLUDING CHILD WELFARE, MENTAL HEALTH, SUBSTANCE USE, JUVENILE JUSTICE, ETC. THIS INDIVIDUAL USES THEIR LIVED EXPERIENCE TO PROMOTE ENGAGEMENT, OFFER SUPPORT, SKILL BUILDING, MENTORING, AND EDUCATION TO FAMILIES, WITH A SPECIAL FOCUS ON FATHERS INVOLVED IN SERVICES OR SEEKING RESOURCES TO ENHANCE THEIR ROLES AND PARTICIPATION IN THEIR FAMILY'S WELLBEING.

    Expenses $626,223 · Revenue $397,217

  • INFO & REFERRAL: RESOURCE LINE/EMAIL DEDICATED TO RESPONDING TO APPROXIMATELY 1,200 INQUIRIES ANNUALLY REGARDING INDIVIDUALS AND/OR FAMILIES EXPERIENCING MENTAL HEALTH CHALLENGES OR WITH LOVED ONES - MANY IN CRISIS. THOUGH NOT A CRISIS LINE, THE RESOURCE LINE IS OFTEN THE FIRST LINE OF RESPONSE.PEER TRAINING: PROVIDES COMPREHENSIVE, FLORIDA CERTIFICATION BOARD APPROVED TRAINING FOR INDIVIDUALS SEEKING THEIR CERTIFICATION AS RECOVERY PEER SPECIALISTS.

    Expenses $265,754

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tara Poulton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Major Ryan Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bart Hodgens

    SECRETARY

    Total calculated
    $0
    Hours/week
    9

  • Mistie Schroeder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rick Thurman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sydney Lenz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Vickie Tiutyama

    VICE CHAIR & TREASURER

    Total calculated
    $0
    Hours/week
    8

  • Mitzie Henson

    CHAIR

    Total calculated
    $0
    Hours/week
    9

  • Colleen Thayer

    EXECUTIVE DIRECTOR

    Total calculated
    $127,421
    From this org
    $109,250
    From related orgs
    $0
    Other
    $18,171
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
12 June 2025
IRS schema version
2024v5.1
Source object
202531679349301233

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