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Nonprofiteer
← NAMI KEYSTONE PENNSYLVANIA

Form 990 for tax year 2022

Filed by NAMI KEYSTONE PENNSYLVANIA.

Totals

Total revenue
$2,475,279
Total expenses
$2,296,383
Contributions and grants received
$1,834,026
Grants paid
$0
Program service revenue
$637,176
Investment income
$2,933
Other revenue
$1,144
Total assets, end of year
$1,806,605
Total liabilities, end of year
$508,010
Net assets or fund balances, end of year
$1,298,595
Program services expenses (Part IX)
$1,611,853
Management and general expenses
$550,292
Fundraising expenses
$134,238
Program service expenses (Part III)
$1,611,853

Program services were 70.2% 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.

  • 1a · Federated campaigns

    $3,884

  • 1b · Membership dues

    $11,817

  • 1c · Fundraising events

    $166,521

  • 1e · Government grants (contributions)

    $1,366,485

  • 1f · All other contributions, gifts and grants

    $285,319

  • 2a · Program service revenue: CONSULTANT REVENUE

    total $547,222 · related or exempt $547,222

  • 2b · Program service revenue: CONFERENCE REVENUE

    total $89,954 · related or exempt $89,954

  • 3 · Investment income

    total $2,933 · excluded $2,933

  • 8a · Fundraising events: gross income

    $17,650

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

    $166,521

  • 8b · Fundraising events: direct expenses

    $17,650

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: OTHER INCOME

    total $1,144 · excluded $1,144

  • 11e · Other revenue, total

    $1,144

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $148,627 · program services $82,933 · management and general $58,857 · fundraising $6,837

  • 7 · Other salaries and wages

    total $1,015,838 · program services $773,036 · management and general $183,290 · fundraising $59,512

  • 9 · Other employee benefits

    total $198,553 · program services $145,438 · management and general $39,654 · fundraising $13,461

  • 10 · Payroll taxes

    total $90,225 · program services $66,470 · management and general $18,538 · fundraising $5,217

  • 11c · Fees: accounting

    total $13,701 · management and general $13,701

  • 11g · Fees: other

    total $160,790 · program services $78,517 · management and general $80,724 · fundraising $1,549

  • 12 · Advertising and promotion

    total $16,994 · program services $10,695 · management and general $6,299

  • 13 · Office expenses

    total $106,002 · program services $43,916 · management and general $59,579 · fundraising $2,507

  • 14 · Information technology

    total $34,125 · program services $6,633 · management and general $26,572 · fundraising $920

  • 16 · Occupancy

    total $165,716 · program services $135,478 · management and general $30,013 · fundraising $225

  • 17 · Travel

    total $57,753 · program services $47,539 · management and general $10,172 · fundraising $42

  • 19 · Conferences, conventions and meetings

    total $158,919 · program services $157,295 · management and general $1,624

  • 21 · Payments to affiliates

    total $53,363 · management and general $10,000 · fundraising $43,363

  • 23 · Insurance

    total $11,421 · program services $9,559 · management and general $1,544 · fundraising $318

  • 24a · Other expenses: WRSCP FUNDING

    total $45,178 · program services $45,178

  • 24b · Other expenses: PROFESSIONAL MEMBERSHIP

    total $3,644 · program services $1,400 · management and general $2,244

  • 24e · All other expenses

    total $15,534 · program services $7,766 · management and general $7,481 · fundraising $287

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $680 · end of year $700

  • 2 · Savings and temporary cash investments

    beginning of year $1,117,490 · end of year $751,936

  • 3 · Pledges and grants receivable

    beginning of year $138,159 · end of year $470,578

  • 4 · Accounts receivable

    beginning of year $65,726 · end of year $197,091

  • 9 · Prepaid expenses and deferred charges

    beginning of year $32,579 · end of year $48,571

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

    $6,300

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

    $840

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $5,460

  • 15 · Other assets

    beginning of year $4,216 · end of year $332,269

  • 17 · Accounts payable and accrued expenses

    beginning of year $71,290 · end of year $147,613

  • 25 · Other liabilities

    beginning of year $167,861 · end of year $360,397

  • 27 · Net assets without donor restrictions

    beginning of year $1,068,076 · end of year $1,288,797

  • 28 · Net assets with donor restrictions

    beginning of year $51,623 · end of year $9,798

Mission and programs · 2022

Mission

NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS) KEYSTONE PA'S MISSION IS TO IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS THROUGH RECOVERY FOCUSED SUPPORT, EDUCATION, AND ADVOCACY.

  • CONSUMER/FAMILY SATISFACTION TEAMS - THESE TEAMS PROVIDE CONSUMERS, FAMILIES, BEHAVIORAL HEALTH PROVIDERS, STATE HOSPITAL ADMINISTRATORS, COUNTIES, AND MEDICAID MANAGED-CARE ORGANIZATIONS THE OPPORTUNITY TO EVALUATE THE QUALITY OF EXISTING INDIVIDUAL BEHAVIORAL HEALTH SERVICES AND TO DIALOGUE ABOUT POTENTIAL IMPROVEMENTS. THESE IMPROVEMENTS LEAD TO A BETTER SYSTEM OF MENTAL HEALTH AND ADDICTION SERVICES FOCUSED ON PERSONAL RECOVERY. THE TEAMS PLAY AN IMPORTANT ROLE IN RECOMMENDING SPECIFIC QUALITY IMPROVEMENTS BASED ON CONSUMER FEEDBACK.

    Expenses $666,444 · Revenue $547,222

  • EDUCATION AND SUPPORT - NAMI KEYSTONE PA MAKES PRESENTATIONS TO PUBLIC SCHOOLS, COLLEGES, AND POST-GRADUATE PROGRAMS TO INCREASE THE AWARENESS AND UNDERSTANDING OF MENTAL ILLNESS. FAMILY MEMBERS GAIN THE CONFIDENCE AND STRENGTH THEY NEED TO COPE WITH THEIR LOVED-ONE'S MENTAL ILLNESS DURING NAMI'S NATIONALLY ACCLAIMED 12-WEEK FAMILY TO FAMILY EDUCATION PROGRAM. ADDITIONALLY, NAMI OFFERS SEVERAL OTHER SIGNATURE EDUCATION PROGRAMS AND HOSTS BOTH STATE AND REGIONAL ANNUAL CONFERENCES WHICH PROVIDE A VARIETY OF EDUCATIONAL OPPORTUNITIES. NAMI PUBLISHES A QUARTERLY NEWSLETTER, HAS DEVELOPED A WEBSITE WITH MENTAL HEALTH RESOURCES INFORMATION, PROVIDES ASSISTANCE TO ITS AFFILIATES AND SUPPORT GROUPS ACROSS THE STATE AND OPERATES AN INFORMATION AND REFERRAL HOTLINE.

    Expenses $620,491 · Revenue $89,954

  • ADVOCACY - NAMI KEYSTONE PA HAS AN ONGOING COMMITMENT TO DEVELOP INFLUENTIAL MESSAGES THAT WILL ADVANCE THE MENTAL HEALTH SYSTEM IN PENNSYLVANIA. NAMI WORKS DILIGENTLY WITH STATE AND REGIONAL LEADERS TO ENCOURAGE SYSTEM REFORMS THAT PROMOTE IMPROVEMENTS IN THE QUALITY OF BEHAVIORAL HEALTH SERVICES. THE ADULT ADVOCACY PROGRAM PROVIDES SUPPORT AND ADVOCACY FOR CONSUMERS, PARTICIPATING IN THE ACUTE COMMUNITY SUPPORT PLANNING PROCESS. THE ANNUAL NAMI WALK IS THE PREMIERE FUNDRAISING EVENT FOR MENTAL ILLNESS IN SOUTHWESTERN PENNSYLVANIA. ATTRACTING ATTENDEES FROM A 10-COUNTY REGION, THE WALK ENABLES A MESSAGE OF HOPE AND RECOVERY TO REACH HUNDREDS OF THOUSANDS OF PEOPLE IN THE REGION.

    Expenses $151,819

  • AFFILIATE RELATIONS - IN JULY 2016, NAMI KEYSTONE PENNSYLVANIA WAS SELECTED TO BECOME THE OFFICIAL STATE NAMI ORGANIZATION IN PENNSYLVANIA. RECOGNIZED AS A THOUGHT LEADER ON MENTAL ILLNESS THROUGHOUT THE REGION, NAMI BELIEVES THAT RECOVERY FROM MENTAL ILLNESS IS POSSIBLE, CHAMPIONS IMPROVEMENTS TO THE MENTAL HEALTH SYSTEM, AND PROMOTES ACCEPTANCE AND UNDERSTANDING OF MENTAL ILLNESS. NAMI'S DEDICATED STAFF AND VOLUNTEERS PROVIDE RECOVERY-FOCUSED SUPPORT AND EDUCATION PROGRAMS THROUGHOUT THE REGION AND THE STATE. A MEMBERSHIP-BASED ORGANIZATION, NAMI WORKS TO EDUCATE AND INFORM ITS MEMBERSHIP ON CURRENT AND RELEVANT PUBLIC POLICY ISSUES, REGULATORY CHANGES AND LEGISLATION IMPACTING INDIVIDUALS LIVING WITH MENTAL ILLNESS. NAMI ADVOCATES TO ENSURE THAT THE COLLECTIVE VOICE OF ITS MEMBERSHIP IS HEARD AND HIGHLY REGARDED THROUGHOUT THE STATE. NAMI STRIVES TO RAISE AWARENESS, END STIGMA, AND CREATE A CULTURE OF KNOWLEDGE AND COMPASSION FOR MENTAL ILLNESS.

    Expenses $173,099

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cherie Brummans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Neen Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charma Dudley PhD Fppr

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jack Cahalane PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michelle Hottenstein CPA

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Kimberly Mathos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kim Schwartz

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kathy Testoni

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Michelle Gerwick MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joretha Bourjolly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christine Michaels

    CEO

    Total calculated
    $160,990
    From this org
    $136,420
    From related orgs
    $0
    Other
    $24,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,500
    Bonus
    $8,920
    Other
    $0
    Deferred
    $12,272
    Nontaxable benefits
    $12,298
    Filer's total
    $160,990

  • Debbie Ference

    COO

    Total calculated
    $134,941
    From this org
    $109,802
    From related orgs
    $0
    Other
    $25,139
    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
20 March 2024
IRS schema version
2022v5.0
Source object
202440809349300909

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