Form 990 for tax year 2022
Filed by NAMI SARASOTA AND MANATEE COUNTIES INC.
Totals
- Total revenue
- $1,355,766
- Total expenses
- $1,015,192
- Contributions and grants received
- $1,363,049
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- -$520
- Other revenue
- -$6,763
- Total assets, end of year
- $2,098,638
- Total liabilities, end of year
- $93,306
- Net assets or fund balances, end of year
- $2,005,332
- Program services expenses (Part IX)
- $802,558
- Management and general expenses
- $164,712
- Fundraising expenses
- $47,922
- Program service expenses (Part III)
- $802,558
Program services were 79.1% 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
$1,791
-
1c · Fundraising events
$64,049
-
1e · Government grants (contributions)
$11,878
-
1f · All other contributions, gifts and grants
$1,285,331
-
3 · Investment income
total $3,691 · excluded $3,691
-
7a · Gross sales of assets other than inventory
securities $49,457
-
7b · Less cost or other basis and sales expenses
securities $53,668
-
7c · Gain or loss
securities -$4,211
-
7d · Net gain or loss
total -$4,211 · excluded -$4,211
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$64,049
-
8b · Fundraising events: direct expenses
$7,832
-
8c · Net income from fundraising events
total -$7,832 · excluded -$7,832
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,069 · excluded $1,069
-
11e · Other revenue, total
$1,069
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $94,294 · program services $52,051 · management and general $18,207 · fundraising $24,036
-
7 · Other salaries and wages
total $484,244 · program services $439,809 · management and general $36,243 · fundraising $8,192
-
9 · Other employee benefits
total $17,718 · program services $17,718
-
10 · Payroll taxes
total $46,278 · program services $39,622 · management and general $4,195 · fundraising $2,461
-
11b · Fees: legal
total $6,047 · management and general $6,047
-
11c · Fees: accounting
total $28,247 · program services $13,654 · management and general $12,160 · fundraising $2,433
-
11g · Fees: other
total $48,420 · program services $26,328 · management and general $17,400 · fundraising $4,692
-
12 · Advertising and promotion
total $1,311 · program services $656 · management and general $643 · fundraising $12
-
13 · Office expenses
total $26,945 · program services $17,000 · management and general $7,830 · fundraising $2,115
-
16 · Occupancy
total $78,513 · program services $68,935 · management and general $9,578
-
17 · Travel
total $8,260 · program services $8,260
-
19 · Conferences, conventions and meetings
total $18,678 · program services $13,787 · management and general $4,873 · fundraising $18
-
22 · Depreciation, depletion and amortization
total $36,200 · program services $32,434 · management and general $3,766
-
23 · Insurance
total $15,563 · program services $8,997 · management and general $4,749 · fundraising $1,817
-
24a · Other expenses: SUPPLIES AND EQUIPMENT
total $48,046 · program services $46,624 · management and general $154 · fundraising $1,268
-
24b · Other expenses: NAMI EASYSITE.COM
total $32,891 · program services $94 · management and general $32,627 · fundraising $170
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $9,878 · program services $6,778 · management and general $2,846 · fundraising $254
-
24d · Other expenses: MEALS
total $5,959 · program services $5,959
-
24e · All other expenses
total $7,700 · program services $3,852 · management and general $3,394 · fundraising $454
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $389,429 · end of year $614,668
-
2 · Savings and temporary cash investments
beginning of year $217,689 · end of year $211,393
-
4 · Accounts receivable
beginning of year $54,943 · end of year $202,380
-
9 · Prepaid expenses and deferred charges
beginning of year $7,187 · end of year $14,642
-
10a · Land, buildings and equipment: cost or other basis
$1,101,310
-
10b · Land, buildings and equipment: accumulated depreciation
$47,530
-
10c · Land, buildings and equipment, net
beginning of year $1,015,897 · end of year $1,053,780
-
15 · Other assets
beginning of year $1,775 · end of year $1,775
-
17 · Accounts payable and accrued expenses
beginning of year $19,096 · end of year $23,748
-
19 · Deferred revenue
end of year $69,558
-
27 · Net assets without donor restrictions
beginning of year $1,667,824 · end of year $1,935,774
-
28 · Net assets with donor restrictions
end of year $69,558
Mission and programs · 2022
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 FOR THOSE LIVING WITH MENTAL ILLNESS AND THEIR FAMILY MEMBERS AND/OR CAREGIVERS.
-
FAMILY AND PEER EDUCATION: CLASSES OF EIGHT (8) SESSIONS TAUGHT WITH NAMI STANDARDIZED CURRICULUM BY TRAINED FACILITATORS WHO HAVE TAKEN THE CLASS THEMSELVES, AND ARE, OR HAVE LOVED ONES WHO EXPERIENCE MENTAL ILLNESS AND HAVE ATTENDED REQUIRED TRAINING.
Expenses $142,634
-
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.
Expenses $286,752
-
AWARENESS: EDUCATIONAL PRESENTATIONS, COMMUNITY PRESENCE, EVENTS, PUBLIC SERVICE ANNOUNCEMENTS ABOUT SERVICES OFFERED AND TO PROMOTE ANTI-STIGMA AGAINST MENTAL ILLNESS REACHING IN EXCESS OF 2,000 PEOPLE.
Expenses $373,172
-
FAMILY AND PEER SUPPORT GROUPS: SERVING FAMILIES AND INDIVIDUALS WITH LIVED EXPERIENCE WITH MENTAL ILLNESS, FACILITATED BY TRAINED INDIVIDUALS WHO ARE PEERS OF THOSE THEY SERVE.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mary Beth BosMARY BETH BOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ryan BrownRYAN BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Laura CarsonLAURA CARSON
DIRECTOR TO 5/31/22
- Total calculated
- $0
- Hours/week
- 2
-
Amanda CokerAMANDA COKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Debra GiacaloneDEBRA GIACALONE
DIRECTOR TO 6/30/22
- Total calculated
- $0
- Hours/week
- 2
-
Bart HodgensBART HODGENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Madeline KwanMADELINE KWAN
DIRECTOR TO 5/31/22
- Total calculated
- $0
- Hours/week
- 2
-
Dr Linda StoneDR LINDA STONE
DIRECTOR TO 1/31/22
- Total calculated
- $0
- Hours/week
- 2
-
Rick ThurmanRICK THURMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michele MillerMICHELE MILLER
CHAIR FROM 8/1/22
- Total calculated
- $0
- Hours/week
- 9
-
Vickie TiutyamaVICKIE TIUTYAMA
VICE CHAIR, TREASURER
- Total calculated
- $0
- Hours/week
- 8
-
Mitzie HensonMITZIE HENSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 9
-
John AnnisJOHN ANNIS
CHAIR TO 8/1/22
- Total calculated
- $0
- Hours/week
- 9
-
Colleen ThayerCOLLEEN THAYER
EXECUTIVE DIRECTOR
- Total calculated
- $94,294
- From this org
- $88,105
- From related orgs
- $0
- Other
- $6,189
- 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
- 2022
- Filed
- 10 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302409349301135
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