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Nonprofiteer
← NAMI OF SOUTHWEST OHIO

Form 990 for tax year 2023

Filed by NAMI OF SOUTHWEST OHIO.

Totals

Total revenue
$530,504
Total expenses
$472,760
Contributions and grants received
$556,418
Grants paid
$0
Program service revenue
$0
Investment income
$15,073
Other revenue
-$40,987
Total assets, end of year
$731,517
Total liabilities, end of year
$127,247
Net assets or fund balances, end of year
$604,270
Program services expenses (Part IX)
$348,141
Management and general expenses
$46,023
Fundraising expenses
$78,596
Program service expenses (Part III)
$348,141

Program services were 73.6% 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

    $2,872

  • 1c · Fundraising events

    $203,469

  • 1e · Government grants (contributions)

    $70,750

  • 1f · All other contributions, gifts and grants

    $279,327

  • 3 · Investment income

    total $15,073 · excluded $15,073

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

    $203,469

  • 8b · Fundraising events: direct expenses

    $40,987

  • 8c · Net income from fundraising events

    total -$40,987

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $75,091 · program services $58,258 · management and general $6,954 · fundraising $9,879

  • 7 · Other salaries and wages

    total $169,623 · program services $131,599 · management and general $15,707 · fundraising $22,317

  • 9 · Other employee benefits

    total $5,875 · program services $4,558 · management and general $544 · fundraising $773

  • 10 · Payroll taxes

    total $19,565 · program services $15,180 · management and general $1,812 · fundraising $2,573

  • 11c · Fees: accounting

    total $13,120 · program services $10,179 · management and general $1,215 · fundraising $1,726

  • 11f · Fees: investment management

    total $3,326 · management and general $3,326

  • 11g · Fees: other

    total $14,862 · program services $11,531 · management and general $1,376 · fundraising $1,955

  • 12 · Advertising and promotion

    total $28,196 · program services $13,708 · management and general $1,289 · fundraising $13,199

  • 13 · Office expenses

    total $13,743 · program services $10,788 · management and general $1,645 · fundraising $1,310

  • 14 · Information technology

    total $4,283 · program services $3,323 · management and general $397 · fundraising $563

  • 16 · Occupancy

    total $36,261 · program services $28,134 · management and general $3,357 · fundraising $4,770

  • 17 · Travel

    total $8,640 · program services $5,750 · management and general $2,106 · fundraising $784

  • 22 · Depreciation, depletion and amortization

    total $4,589 · management and general $4,589

  • 23 · Insurance

    total $1,673 · program services $1,298 · management and general $155 · fundraising $220

  • 24a · Other expenses: STIPENDS

    total $34,205 · program services $33,650 · fundraising $555

  • 24b · Other expenses: CONSULTANTS

    total $18,525 · program services $12,046 · management and general $198 · fundraising $6,281

  • 24c · Other expenses: EVENT VENUE

    total $13,135 · program services $2,341 · fundraising $10,794

  • 24d · Other expenses: TELEPHONE

    total $3,224 · program services $2,502 · management and general $298 · fundraising $424

  • 24e · All other expenses

    total $4,824 · program services $3,296 · management and general $1,055 · fundraising $473

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $308,926 · end of year $371,070

  • 2 · Savings and temporary cash investments

    beginning of year $60,548 · end of year $11,360

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

    $50,043

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

    $45,219

  • 10c · Land, buildings and equipment, net

    beginning of year $8,457 · end of year $4,824

  • 11 · Investments: publicly traded securities

    beginning of year $195,408 · end of year $267,206

  • 15 · Other assets

    beginning of year $27,886 · end of year $77,057

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,672 · end of year $30,190

  • 19 · Deferred revenue

    beginning of year $15,000 · end of year $20,000

  • 25 · Other liabilities

    beginning of year $24,889 · end of year $77,057

  • 27 · Net assets without donor restrictions

    beginning of year $494,564 · end of year $513,860

  • 28 · Net assets with donor restrictions

    beginning of year $41,100 · end of year $90,410

Mission and programs · 2023

Mission

PROVIDE EDUCATION, SUPPORT AND ADVOCACY TO THOSE AFFECTED BY MENTAL ILLNESS.

  • PROVIDED EDUCATIONAL SEMINARS AND CLASSES REGARDING MENTAL ILLNESS PROBLEMS; WORKED WITH STATE AND NATIONAL ORGANIZATIONS, AS WELL AS, LOCAL HEALTH CARE PROFESSIONALS TO PROVIDE INFORMATION AND ASSISTANCE TO INDIVIDUALS LIVING WITH MENTAL ILLNESS AND THEIR FAMILIES; PROVIDED SUPPORT GROUPS TO WORK WITH INDIVIDUALS LIVING WITH MENTAL ILLNESS AND THEIR FAMILIES AND FRIENDS.

    Expenses $348,141

As filed on the 2023 return.

Listed in Part VII

  • MARK VERRATTI

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ROBERT FISCHER

    VICE-PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE MAEGLY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KYRA MURPHY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • FABIANO G NERY MD PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EUGENE BLALOCK JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF MITCHELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RHYANNE MCDADE PHD CHES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE HARPER

    EXECUTIVE DI

    Total calculated
    $75,091
    From this org
    $75,091
    From related orgs
    $0
    Other
    $0
    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
2023
Filed
12 November 2024
IRS schema version
2023v5.0
Source object
202433189349303153

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