2024-05-15T16:51:24-05:00 2023-06-30 560571159 BERNARD ROBINSON & COMPANY LLP 100 E CUMBERLAND STREET DUNN NC 28334 990 2022-07-01 561438623 NAMI NORTH CAROLINA INC NAMI 9197880801 309 WEST MILLBROOK ROAD SUITE 121 RALEIGH NC 276094305 MARY PENNINGTON TREASURER 9197880801 2024-05-15 1 MARY PENNINGTON 999009999 0 JOHN M ROBINSON P01281319 9108921021 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DIANE KRISANDA 309 WEST MILLBROOK ROAD SUITE 121 RALEIGH NC 276094305 1304294 0 X WWW.NAMINC.ORG X 1984 NC THE MISSION OF NAMI NORTH CAROLINA IS TO PROMOTE RECOVERY AND OPTIMIZE THE QUALITY OF LIFE FOR THOSE LIVING WITH MENTAL ILLNESS. 16 16 11 100 0 0 454706 472814 774331 813481 265 5062 -11930 -31802 1217372 1259555 88920 153881 0 0 575143 565173 0 0 77020 345217 385842 1009280 1104896 208092 154659 1118290 1280324 195836 202088 922454 1078236 X THE MISSION OF NAMI NORTH CAROLINA IS TO PROMOTE RECOVERY AND OPTIMIZE THE QUALITY OF LIFE FOR THOSE LIVING WITH MENTAL ILLNESS. 0 0 856840 153881 826418 NAMI NC PROVIDES FREE CLASSES, SUPPORT GROUPS, AND PRESENTATIONS THAT OFFER ESSENTIAL SUPPORT TO INDIVIDUALS AND FAMILIES WHO STRUGGLE WITH THE DEVASTATING EFFECTS OF MENTAL ILLNESS. AT THE STATE LEVEL, NAMI NC PROVIDES PUBLIC EDUCATION WORKSHOPS, WEBINARS ON SPECIFIC ISSUES, AND FREE PROGRAM LEADER TRAININGS. THIS YEAR NAMI NC RESUMED IN-PERSON TRAINING, EDUCATION, AND SUPPORT GROUPS WHILE CONTINUING WITH VIRTUAL PROGRAM OPTIONS AS WELL.IN 2023, NAMI NC CONTINUED THURSDAYS WITH NAMI (TWN) WEEKLY WEBINARS WITH A MISSION OF BUILDING CONVERSATIONS AND COMMUNITY AROUND MENTAL HEALTH TOPICS. THIS PROGRAM PROVIDES A WEEKLY SPACE TO GAIN INSPIRATION FROM HEARING OTHERS' STORIES AND ALLOWS PEERS TO LEARN THE LANGUAGE OF RECOVERY. THE PROGRAM ALSO AFFIRMS AND VALIDATES THE EXPERIENCES OF THE SPEAKERS SHARING THEIR PERSONAL AND PROFESSIONAL EXPERIENCES. THIS PAST FISCAL YEAR, THE TWN SESSIONS WERE ATTENDED BY NEARLY 1,000 PEOPLE AND COVERED A WIDE RANGE OF TOPICS SUCH AS CRISIS INTERVENTION EFFORTS, ACHIEVING ACCURATE DIAGNOSES, EXPLORING EFFECTIVE RECOVERY TOOLS AND METHODS, AND SO MUCH MORE. THE SERIES HAS RECEIVED RAVE REVIEWS ACROSS OUR STATE FOR THE FEELING OF CONNECTION THAT IT GIVES WHILE PROVIDING SOURCES OF INFORMATION AND HOPE. THE PROGRAM'S SURVEY RESPONDENTS STATED THAT THE THURSDAYS WITH NAMI PROGRAMS PROVIDE "EVIDENCE THAT PEOPLE ARE RESILIENT AND CAN COME THROUGH THEIR MENTAL HEALTH CHALLENGES." BY SPEAKING FROM THE HEART, WE NORMALIZE CONVERSATIONS ABOUT MENTAL HEALTH AND GIVE PEOPLE PERMISSION TO FEEL WHAT THEY FEEL - AND TO BE WHO THEY ARE.DURING FISCAL YEAR 2023, NAMI NC TRAINED GROUP FACILITATORS, TEACHERS, AND PRESENTERS IN VARIOUS TRAININGS. THESE VOLUNTEERS SUBSEQUENTLY USED A COMBINATION OF VIRTUAL TECHNOLOGIES AND FACE-TO-FACE INTERACTIONS (FOLLOWING FEDERAL AND STATE GUIDELINES ON SOCIAL DISTANCING) TO BRING NAMI'S SIGNATURE CLASSES AND GROUPS TO COMMUNITIES ACROSS THE STATE, ALL WHILE MAINTAINING THE NECESSARY CONFIDENTIALITY. ALL TOLD, NAMI NC AFFILIATES PROVIDED OVER 3,000 EXPERIENCES OF NAMI PROGRAMMING INCLUDING SUPPORT GROUPS, CLASSES, AND PRESENTATIONS.DURING FISCAL YEAR 2023, NAMI NC'S HELPLINE TEAM CONNECTED WITH OVER 2,000 PEOPLE FROM 85 DIFFERENT COUNTIES. WE HAD MULTIPLE INTERNS AND VOLUNTEERS ASSISTING WITH HELPLINE CALLS. THE NAMI NC HELPLINE IS DEDICATED TO PROVIDING A SINGLE SOURCE FOR MENTAL HEALTH INFORMATION, WARM SUPPORT, AND HELPFUL RESOURCES. OUR TEAM CONTINUALLY VETS AND UPDATES RESOURCES TO REFLECT THE BEST OPTION FOR CALLERS. WE ALSO CONTINUE TO SPREAD THE WORD ABOUT OUR RESOURCEFUL WARMLINE THROUGH SOCIAL MEDIA PLATFORMS AND PARTNERSHIPS WITH OTHER COMMUNITY ORGANIZATIONS.CONTINUING OUR WORK WITH COMMUNITY INCLUSION, 7 LOCAL AFFILIATES, THEIR VOLUNTEERS, AND MULTIPLE COMMUNITY PARTNERS ALL WORKED TOGETHER THIS PAST YEAR TO BUILD PROGRAMS THAT SUPPORT INDIVIDUALS WITH MENTAL ILLNESSES SO THAT THEY MAY PARTICIPATE MORE FULLY IN THE ACTIVITIES THAT DEFINE EVERYDAY COMMUNITY LIFE. THESE PROGRAMS INCLUDED WEBINARS FEATURING RECOVERY STORIES, CREATIVE WRITING AND TOPIARY CLASSES, AND PANEL DISCUSSIONS ON IMPROVING MENTAL HEALTH AWARENESS IN MINORITY COMMUNITIES. A CENTERPIECE OF NAMI'S MISSION HAS ALWAYS BEEN TO ORGANIZE, EDUCATE, AND EMPOWER INDIVIDUALS TO RAISE THEIR VOICES EFFECTIVELY. A PRIME EXAMPLE OF THIS IS NAMI SMARTS, OUR POWERFUL CLASS THAT TRAINS NAMI MEMBERS TO BECOME FEARLESS MENTAL HEALTH ADVOCATES. OUR ADVOCACY EFFORTS ARE KEY TO MAKING POSITIVE IMPROVEMENTS TO THE STATE'S MENTAL HEALTH ENVIRONMENT. 856840 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X GOOD STEWARD FINANCIAL COMPANY 3363473851 2779 S CHURCH STREET BURLINGTON NC 27215 DIANE KRISANDA PRESIDENT 20.00 X X 0 0 0 AMY ROBERTSON VICE PRESIDENT 8.00 X X 0 0 0 REID SHALVOY TREASURER 10.00 X X 0 0 0 RICHARD CALLAHAN SECRETARY 10.00 X X 0 0 0 JUDY JENKINS MEMBER AT LARGE 2.00 X 0 0 0 ANDREW LABRECHE MEMBER AT LARGE 2.00 X 0 0 0 DALE MANN MEMBER AT LARGE 2.00 X 0 0 0 FELISHIA MCPHERSON MEMBER AT LARGE 2.00 X 0 0 0 AMANDA HUBER-LOPERA MEMBER AT LARGE 2.00 X 0 0 0 PAMELA GOODINE MEMBER AT LARGE 2.00 X 0 0 0 JACKIE PILGRIM MEMBER AT LARGE 2.00 X 0 0 0 MARY PENNINGTON MEMBER AT LARGE 2.00 X 0 0 0 GARRY CRITES OUTGOING EXECUTIVE DIRECTOR 40.00 X 29949 0 2011 DEBRA DIHOFF INTERIM EXECUTIVE DIRECTOR 40.00 X 20752 0 0 50701 0 2011 0 0 0 0 0 8475 153219 311120 472814 CONTRACTS - GOVERNMENT 611600 638481 638481 CONTRACTS - LME 611600 175000 175000 813481 5062 5062 0 153219 44739 -44739 -44739 CONFERENCE FEES 900099 11251 11251 OTHER INCOME 900099 1686 1686 12937 1259555 826418 0 -39677 153881 153881 87190 72368 6103 8719 427771 355050 29943 42778 5571 4613 403 555 9413 7793 683 937 35228 29184 2529 3515 72192 72192 4769 3223 1003 543 22695 15856 3266 3573 39605 31260 2355 5990 17422 14425 1259 1738 22131 13402 8437 292 15177 12596 1062 1519 21766 18066 1523 2177 9796 3234 6172 390 COUNCIL & COMMITTEE EXP 43355 22543 19355 1457 SERVICE FEES 34556 18624 14069 1863 PROGRAM LEADERSHIP EXPE 33060 33060 PROGRAM EXPENSES 27954 26655 535 764 21364 21007 147 210 1104896 856840 171036 77020 756049 947042 8115 10269 133417 90017 6577 12300 344181 236468 116447 107713 75183 78015 22502 34968 1118290 1280324 142615 164941 53221 37147 195836 202088 X 659182 824574 263272 253662 922454 1078236 1118290 1280324 154659 1123 0 X 0 1 X 1 0 X 227788 235228 380621 454706 472814 1771157 579514 538512 542832 774331 813481 3248670 807302 773740 923453 1229037 1286295 5019827 10000 10000 62000 143277 50000 275277 467891 482523 484832 706381 742266 2883893 477891 492523 546832 849658 792266 3159170 1860657 2804 2252 99 265 5062 10482 2804 2252 99 265 5062 10482 22868 32114 11475 9652 12937 89046 832974 808106 935027 1238954 1304294 5119355 0.36350 0.36450 0.00200 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 1 0 0 PART II-B, LINE 1: ATTENDING MEETINGS TO PURSUE POLICY GOALS; RESEARCHING POLICY ISSUES AND IMPLEMENTING IDEAS THROUGH COALITION WORK AND WITHIN THE ORGANIZATION'S NETWORK OF ADVOCATES. 212144 212144 213392 -1248 212144 213392 213392 213392 213392 201026 22366 10000 213392 0.07029 0.18745 0.74226 1 0 330024 231465 98559 12582 3451 9131 1575 1552 23 107713 ACCRUED VACATION 18249 ACCRUED EXPENSES 18898 37147 X 1305417 1123 44739 45862 1259555 0 1259555 1149635 44739 44739 1104896 0 1104896 PART V, LINE 4: THE SILBER ENDOWMENT FUND IS RESTRICTED IN ACCORDANCE WITH DONOR STIPULATIONS TO SUPPORT AFFILIATE DEVELOPMENT WORK. THE ADVOCACY ENDOWMENT FUND IS RESTRICTED IN ACCORDANCE WITH DONOR STIPULATIONS TO SUPPORT ADVOCACY FOR MENTAL ILLNESS. PART X, LINE 2: BASED ON THE PROVISIONS OF FASB ASC 740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. AT JUNE 30, 2023 AND 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 44,739. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 44,739. NAMIWALKS 153219 153219 18470 61 26208 153219 153219 18470 61 26208 44739 -44739 1 NAMI HIGH COUNTRY PO BOX 2343 BOONE NC 28607 562112208 501(C)(3) 9306 0 TO PROVIDE TRAINING AND SUPPORT FOR IMPLEMENTATION OF COMMUNITY INCLUSION PROGRAMS OR PROJECTS IN RELATIVE GEOGRAPHIC AREAS. DISABILITY ADVOCACY CENTER 1903 ASHWOOD COURT SUITE F GREENSBORO NC 27455 843335189 501(C)(3) 6086 0 TO PROVIDE TRAINING AND SUPPORT FOR IMPLEMENTATION OF COMMUNITY INCLUSION PROGRAMS OR PROJECTS IN RELATIVE GEOGRAPHIC AREAS. 3 PART I, LINE 2: ALL REQUESTS FOR PAYMENTS OR REIMBURSEMENTS OF GRANT FUNDS ARE REVIEWED BY THE EXECUTIVE DIRECTOR OR THE DIRECTOR OF GRANTS AND CONTRACTS PRIOR TO SUBMISSION TO THE EXTERNAL CFO FOR PAYMENT. THESE REQUESTS ARE CODED TO INDICATE WHICH GRANT THE EXPENSE IS TIED TO, WHICH REQUIRES VERIFICATION THAT IT IS AN ALLOWABLE EXPENDITURE UNDER THE TERMS OF THE GRANT. IF THERE ARE QUESTIONS ABOUT WHETHER OR NOT THE EXPENDITURE, THE GRANTOR IS CONTACTED TO CONFIRM THE EXPENSE. ANY REQUESTS FOR LINE ITEM CHANGES OR REQUESTS FOR EXPENSES OVER ALLOWABLE LIMITS ARE VETTED WITH THE GRANTOR PRIOR TO APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B ANNUAL FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. UPON COMPLETION, FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND APPROVED FOR FILING WITH THE INTERNAL REVENUE SERVICE. THE EXECUTIVE DIRECTOR SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS, ANNUALLY, THE CONFLICT OF INTEREST POLICY AT THE BOARD MEETING WITH CONTINUING AND NEW BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD ANNUALLY REVIEWS AND APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR BASED ON PERFORMANCE AND COMPARISON TO OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE AT NAMI NORTH CAROLINA LOCATED AT 309 WEST MILLBROOK ROAD, SUITE 121, RALEIGH, NORTH CAROLINA 27609. MINUTES OF BOARD MEETINGS ARE POSTED ON THE ORGANIZATION'S WEBSITE.