2024-01-23T13:36:19-06:00 2023-06-30 540987121 JOYNER KIRKHAM KEEL & ROBERTSON PC 5012 MONUMENT AVENUE SUITE 300 RICHMOND VA 232303632 990 2022-07-01 541267632 NAMI - VIRGINIA NAMI 8042880162 PO BOX 8260 RICHMOND VA 232260260 DEBORAH MICHAEL DIRECTOR OF FINANCE 8042880162 2023-12-15 1 DEBORAH MICHAEL XXX-XX-XXXX 0 PETER N THACKER JR CPA P00585830 8042880496 2023-12-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBORAH MICHAEL PO BOX 8260 RICHMOND VA 232260260 1463332 0 X WWW.NAMIVIRGINIA.ORG X 1984 VA TO PROMOTE AND IMPROVE THE QUALITY OF LIFE OF VIRGINIANS WITH SERIOUS MENTAL ILLNESS THROUGH SUPPORT, EDUCATION AND ADVOCACY. 14 14 14 400 0 0 998018 1425539 0 0 1096 11952 -37764 -51215 961350 1386276 0 0 0 0 470495 554617 0 0 85349 224649 358317 695144 912934 266206 473342 1243856 1965239 35831 283872 1208025 1681367 X TO PROMOTE AND IMPROVE THE QUALITY OF LIFE OF VIRGINIANS WITH SERIOUS MENTAL ILLNESS THROUGH SUPPORT, EDUCATION, AND ADVOCACY. 0 0 465945 EDUCATION, TRAINING, AND SUPPORT PROGRAMS: NAMI VIRGINIA OFFERS AN ARRAY OF EDUCATIONAL, TRAINING, AND SUPPORT PROGRAMS FOR INDIVIDUALS AFFECTED BY MENTAL ILLNESS AND THEIR FAMILIES AND CAREGIVERS. PROGRAMS INCLUDE FAMILY TO FAMILY (F2F), A FREE EIGHT SESSION EVIDENCE-BASED COURSE FOR FAMILIES, PARTNERS, AND CAREGIVERS. F2F TEACHES SKILLS TO COMMUNICATE AND PROBLEM SOLVE, MANAGE STRESS, SUPPORT LOVED ONES, LEARN TO USE LOCAL SERVICES AND HANDLE A CRISIS, AND PROVIDES UP-TO-DATE INFORMATION ON MENTAL HEALTH AND THE BRAIN. PEER TO PEER (P2P) IS A FREE EIGHT SESSION EDUCATIONAL PROGRAM FOR ADULTS WITH MENTAL HEALTH CONDITIONS WHO ARE LOOKING TO BETTER UNDERSTAND THEMSELVES AND THEIR RECOVERY. (CONTINUED ON SCHEDULE O.)P2P OFFERS ENHANCED COMMUNICATIONS SKILLS, INFORMATION ON MENTAL HEALTH TREATMENT OPTIONS, RELAXATION AND STRESS REDUCTION TOOLS, AND INFORMATION ON STRENGTHENING RELATIONSHIPS TO SUPPORT RECOVERY. OTHER PROGRAMS INCLUDE 1)NAMI BASICS AND VIRGINIA FAMILY NETWORK, BOTH OF WHICH ARE FOR PARENTS AND CAREGIVERS OF CHILDREN WITH MENTAL HEALTH DISORDERS; 2)NAMI CONNECTION SUPPORT GROUPS FOR ADULTS LIVING WITH A MENTAL HEALTH CONDITION; AND 3)FAMILY SUPPORT GROUPS FOR ADULTS WITH A LOVED ONE WHO HAS EXPERIENCED SYMPTOMS OF A MENTAL HEALTH CONDITION. IN ADDITION, EDUCATION AND ANTI-STIGMA PROGRAMS ARE OFFERED TO THE PUBLIC TO PROMOTE UNDERSTANDING OF MENTAL ILLNESS AND TO REDUCE STIGMA, INCLUDING IN OUR OWN VOICE AND ENDING THE SILENCE. 214074 AFFILIATE GROWTH: IN AN EFFORT TO REACH EVERY COMMUNITY IN THE STATE, NAMI - VIRGINIA PROVIDES ONGOING SUPPORT TO ITS 14 AFFILIATES, EMERGING AFFILIATES, AND NEW COMMUNITIES INTERESTED IN IMPLEMENTING NAMI'S MISSIONS AND PROGRAMS. GUIDANCE IS OFFERED THROUGH WEEKLY AFFILIATE COMMUNICATIONS, EVERY OTHER WEEK AFFILIATE AFTER-HOURS SESSIONS, AND AN ANNUAL RETREAT FOR AFFILIATE LEADERSHIP, AN OPPORTUNITY TO PROVIDE TARGETED LEARNING AND NETWORKING. TRAINING FOCUSES ON DAY-TO-DAY OPERATIONS, COMPLIANCE, AND GROWTH AND SUSTAINABILITY. AFFILIATES ALSO RECEIVE A MONTHLY NEWSLETTER, COACHING, EDUCATION, AND TECHNICAL SUPPORT. 29741 PUBLIC ADVOCACY: NAMI VIRGINIA IS A KEY VOICE INFORMING THE VIRGINIA LEGISLATURE ABOUT MENTAL ILLNESS AND ABOUT THE LIVES OF MANY THOUSANDS OF VIRGINIANS WHO STRUGGLE DAILY WITH MENTAL HEALTH CHALLENGES. NAMI - VIRGINIA EDUCATES LEGISLATORS AND THEIR STAFF ABOUT THE NEED FOR BETTER ACCESS TO EFFECTIVE SERVICES AND TREATMENTS. NAMI VIRGINIA ADVOCATES FOR POLICY CHANGES THAT PROMOTE IMPROVEMENTS IN HEALTH CARE THAT END DISCRIMINATION AND REDUCE BARRIERS TO SUCCESSFUL LIFE IN THE COMMUNITY. NAMI'S GRASSROOTS LEADERS HAVE BEEN A SIGNIFICANT INFLUENCE ON STATE POLICY DISCUSSIONS ON MENTAL ILLNESS. 709760 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 1 1 1 1 1 0 VA X THE ORGANIZATION 8042880162 PO BOX 8260 RICHMOND VA 23226 X LYNDA J HYATT PHD 1ST VICE PRESIDENT 3.00 X X 0 0 0 SANDY MOTTESHEARD PRESIDENT 3.00 X X 0 0 0 RANDY SHERROD TREASURER 1.00 X X 0 0 0 TERREY LEBOWITZ DIRECTOR 1.00 X 0 0 0 ROB KRUPICKA DIRECTOR 1.00 X 0 0 0 BETH TOLLEY DIRECTOR 1.00 X 0 0 0 CAROLYN WOOD SECRETARY 3.00 X X 0 0 0 TOM SPURLOCK III DIRECTOR 1.00 X X 0 0 0 SONNJA BROWN DIRECTOR 1.00 X 0 0 0 KRISTY EDWARDS DIRECTOR 1.00 X 0 0 0 DONALD EDWARDS DIRECTOR 1.00 X 0 0 0 TANYA FRANCIS DIRECTOR 1.00 X 0 0 0 ANN MOSS ROGERS DIRECTOR 1.00 X 0 0 0 TERRI ADAMS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2642 8612 210841 369368 834076 1425539 11952 11952 0 210841 77056 -77056 -77056 CONFERENCE 900099 22650 22650 MISCELLANEOUS 900099 3191 3191 25841 1386276 0 0 -39263 94001 69499 12536 11966 357794 278289 31786 47719 8320 5634 1738 948 56694 51906 1736 3052 37808 29104 3709 4995 62785 37100 25685 1713 1573 140 108750 75639 25303 7808 10520 7833 2486 201 49475 31852 10960 6663 8101 7658 303 140 48820 47235 900 685 10518 9320 266 932 SCHOLARSHIPS AND STIPEN 32010 32010 0 0 TRAINING 25108 25108 0 0 TAXES AND LICENSES 407 407 DONATIONS 100 100 10 10 912934 709760 117825 85349 989907 593743 248153 19500 51798 2500 3750 19602 16760 4497 4497 0 0 212347 1051035 1243856 1965239 29802 47380 6029 236492 35831 283872 X 908207 1453954 299818 227413 1208025 1681367 1243856 1965239 473342 0 X 0 1 X 1 0 X 866985 867115 661041 829831 1206086 4431058 866985 867115 661041 829831 1206086 4431058 878028 3553030 4088 6565 2328 1096 11952 26029 2800 2137 1785 1912 2364 10998 4468085 0.79520 0.86140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4497 4497 0 0 UNITED BANK CD (FORMERLY ESSEX BANK CD) 63789 UNITED BANK CD (FORMERLY ESSEX BANK CD) 48319 UNITED BANK CD (FORMERLY ESSEX BANK CD) 102848 BLUE RIDGE BANK 1.35% 252514 CHARLES SCHWAB CD 5.15% 50000 MORGAN STANLEY 5.25% 100000 WF ADVISORS CD 4.9% 200000 OPERATING LEASE RIGHT-OF-USE ASSET 233565 1051035 OPERATING LEASE LIABILITY 185486 CURRENT PORTION OF LEASE LIABILITY 51006 236492 X 1386276 0 1386276 0 1386276 912934 0 912934 0 912934 PART X, LINE 2: NAMI - VIRGINIA FOLLOWS FASB GUIDANCE FOR HOW UNCERTAIN TAX POSTIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" TO BE SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INFORMATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVNEUE SERVICE GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. NAMI - VA IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. SCH. D PT. XI, LINE 5 FUNDRAISING INCOME ON THE FINANCIAL STATEMENTS IS GROSS OF DONATED NONCASH PRIZES. SCH. D PT. XII, LINE 5 DONATED NONCASH PRIZES ARE NETTED WITH FUNDRAISING REVENUE ON THE FORM 990. NAMIWALKS VIRGINIA 210841 210841 5510 4635 371 800 65740 210841 210841 5510 4635 371 800 65740 77056 -77056 1 FORM 990, PART VI, SECTION B, LINE 10B POLICIES AND PROCEDURES GOVERNING CHAPTERS DO HAVE REQUIREMENTS PERTAINING TO THE ENTITY'S AFFILIATES, BUT THE AFFILIATES OPERATE INDEPENDENTLY IN MANY RESPECTS, INCLUDING HAVING THEIR OWN ARTICLES OF INCORPORATION AND BY-LAWS, AND THEY FILE THEIR OWN 990 FORMS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE REVIEWED THE RETURN PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS OF INTEREST POLICY: THERE IS NO WRITTEN MONITORING, BUT ALL MEMBERS OF THE BOARD ARE REQUIRED TO REPORT ANY CONFLICTS THAT THEY MAY HAVE. MEMBERS OF THE NAMI - VIRGINIA STAFF ALSO MONITOR TRANSACTIONS AND ACTIVITIES FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE DIRECTOR HAS A REVIEW EACH YEAR BY THE BOARD OF DIRECTORS IN WHICH HER PERFORMANCE IS EVALUATED AND COMPENSATION DETERMINED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BYLAWS, TAX FORMS, FINANCIAL STATEMENTS, AND TAX STATUS VERIFICATION ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE.