Totals
- Total revenue
- $1,179,742
- Total expenses
- $567,600
- Contributions and grants received
- $957,792
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $12,632
- Other revenue
- $209,318
- Total assets, end of year
- $1,291,542
- Total liabilities, end of year
- $275,887
- Net assets or fund balances, end of year
- $1,015,655
- Program services expenses (Part IX)
- $378,530
- Management and general expenses
- $121,525
- Fundraising expenses
- $67,545
- Program service expenses (Part III)
- $378,530
Program services were 66.7% 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.
-
1c · Fundraising events
$55,404
-
1f · All other contributions, gifts and grants
$902,388
-
1g · Noncash contributions included above
$8,429
-
3 · Investment income
total $12,632 · excluded $12,632
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$242,201
-
8a · Fundraising events: contributions included on line 1c
$55,404
-
8b · Fundraising events: direct expenses
$39,367
-
8c · Net income from fundraising events
total $202,834
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other Revenue
total $6,484 · related or exempt $6,484
-
11e · Other revenue, total
$6,484
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $100,000 · program services $62,000 · management and general $24,000 · fundraising $14,000
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $92,452 · program services $57,320 · management and general $22,189 · fundraising $12,943
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $15,108 · program services $9,367 · management and general $3,626 · fundraising $2,115
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $144,073 · program services $94,346 · management and general $22,369 · fundraising $27,358
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $20,441 · program services $14,298 · management and general $5,909 · fundraising $234
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $41,026 · program services $26,667 · management and general $8,205 · fundraising $6,154
-
17 · Travel
total $311 · program services $249 · management and general $62
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $1,565 · program services $202 · management and general $1,363
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $17,027 · program services $17,027
-
23 · Insurance
total $3,248 · management and general $3,248
-
24a · Other expenses: Communication
total $36,739 · program services $16,913 · management and general $19,826
-
24b · Other expenses: Program Supplies
total $29,164 · program services $28,924 · management and general $240
-
24c · Other expenses: Program Outreach
total $28,932 · program services $27,335 · management and general $762 · fundraising $835
-
24d · Other expenses: Equipment and Technology
total $19,987 · program services $14,937 · management and general $5,050
-
24e · All other expenses
total $17,527 · program services $8,945 · management and general $4,676 · fundraising $3,906
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $411,748 · end of year $632,880
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $292,323
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $8,035 · end of year $7,993
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $85,137
-
15 · Other assets
end of year $273,209
-
17 · Accounts payable and accrued expenses
end of year $742
-
25 · Other liabilities
beginning of year $4,784 · end of year $275,145
-
27 · Net assets without donor restrictions
beginning of year $302,431 · end of year $565,522
-
28 · Net assets with donor restrictions
beginning of year $112,568 · end of year $450,133
Mission and programs · 2025
Mission
Guided by the experiences of those living with mental health conditions and rooted in equity, NAMI Charlotte provides advocacy, education, support and connections to resources so that all individuals and families affected by mental illness can build healthier lives.
-
NAMI Charlotte provides free, evidence-based mental health education programs to individuals, families, and communities. Programs include Family-to-Family,Peer-to-Peer, Family and Friends, FaithNet and Ending the Silence. 2025 Accomplishments: 900 Individuals attended a NAMI Presentation 675 individuals attended a support group 623 individuals received support from our Helpline Volunteers donated 3,400 hours to NAMI Charlotte Trained 59 new NAMI Program Faciliatators Awarded Affilicate of the Year in North Carollina.
Expenses $247,701
-
Public Awareness, Partnership and Outreach - Community Conversations meet people where they are. NAMI seeks to advance the mental wellness of all people living in the greater Chalotte, NC area. During 2024 we expanded our offerings to the community.
Expenses $110,045
-
Public Policy and Advocacy - NAMI aims to work with government and advocacy teams to support laws and policies that will reap benefits for those impacted by mental illnesses.
Expenses $20,784
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kate Weaver
Executive Dir.
- Total calculated
- $100,000
- From this org
- $100,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Diana Merrifield
President
- Total calculated
- $0
- Hours/week
- 2
-
Glenda Gabriel
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Brian Miller
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Luis Ramos Vietia
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Tom Brydon
Director
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen Goldammer-Copeland
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ben Seeley
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jerry Barron
Director
- Total calculated
- $0
- Hours/week
- 2
-
John Berry
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mary Ellen Ezarsky
Director
- Total calculated
- $0
- Hours/week
- 2
-
Rafael Rosado
Director
- Total calculated
- $0
- Hours/week
- 2
-
Matthew Hartzell
Director
- Total calculated
- $0
- Hours/week
- 2
-
Michelle Hunt
Director
- Total calculated
- $0
- Hours/week
- 2
-
Cotrane Penn
Director
- Total calculated
- $0
- Hours/week
- 2
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
- 2025
- Filed
- 8 July 2026
- IRS schema version
- 2025v4.1
- Source object
- 202611899349300631
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