2024-03-20T11:22:51-05:00 2023-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2022-07-01 251477291 NAMI KEYSTONE PENNSYLVANIA NAMI 4123663788 105 BRAUNLICH DRIVE 200 PITTSBURGH PA 152373351 KATHY TESTONI PRESIDENT 4123663788 2024-03-20 1 KATHY TESTONI 999009999 0 ELIZABETH E KRISHER P01275616 4124715500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE MICHAELS 105 BRAUNLICH DRIVE 200 PITTSBURGH PA 152373351 2492929 0 X WWW.NAMIKEYSTONEPA.ORG X 1983 PA 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. 10 10 26 38 0 0 1440543 1834026 420354 637176 425 2933 6237 1144 1867559 2475279 0 0 0 0 1256302 1453243 0 0 134238 468791 843140 1725093 2296383 142466 178896 1358850 1806605 239151 508010 1119699 1298595 X 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. 0 0 666444 547222 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. 620491 89954 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. 151819 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. 173099 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. 173099 1611853 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X CHRISTINE MICHAELS CEO 4123663788 105 BRAUNLICH DRIVE 200 PITTSBURGH PA 152373351 CHERIE BRUMMANS DIRECTOR 2.00 X 0 0 0 NEEN DAVIS DIRECTOR 2.00 X 0 0 0 CHARMA DUDLEY PHD FPPR PRESIDENT 2.00 X X 0 0 0 JACK CAHALANE PHD DIRECTOR 2.00 X 0 0 0 MICHELLE HOTTENSTEIN CPA TREASURER 2.00 X X 0 0 0 KIMBERLY MATHOS DIRECTOR 2.00 X 0 0 0 KIM SCHWARTZ SECRETARY 2.00 X X 0 0 0 KATHY TESTONI VICE PRESIDENT 2.00 X X 0 0 0 MICHELLE GERWICK MBA DIRECTOR 2.00 X 0 0 0 JORETHA BOURJOLLY DIRECTOR 2.00 X 0 0 0 CHRISTINE MICHAELS CEO 40.00 X 136420 0 24570 DEBBIE FERENCE COO 40.00 X 109802 0 25139 246222 0 49709 2 0 1 0 0 3884 11817 166521 1366485 285319 1834026 CONSULTANT REVENUE 900099 547222 547222 CONFERENCE REVENUE 900099 89954 89954 637176 2933 2933 17650 166521 17650 0 OTHER INCOME 1144 1144 1144 2475279 637176 0 4077 148627 82933 58857 6837 1015838 773036 183290 59512 198553 145438 39654 13461 90225 66470 18538 5217 13701 13701 160790 78517 80724 1549 16994 10695 6299 106002 43916 59579 2507 34125 6633 26572 920 165716 135478 30013 225 57753 47539 10172 42 158919 157295 1624 53363 10000 43363 11421 9559 1544 318 WRSCP FUNDING 45178 45178 PROFESSIONAL MEMBERSHIP 3644 1400 2244 15534 7766 7481 287 2296383 1611853 550292 134238 680 700 1117490 751936 138159 470578 65726 197091 32579 48571 6300 840 0 5460 4216 332269 1358850 1806605 71290 147613 167861 360397 239151 508010 X 1068076 1288797 51623 9798 1119699 1298595 1358850 1806605 178896 0 X 0 1 X 1 0 X 2143533 1364466 1354012 1440543 1667505 7970059 2143533 1364466 1354012 1440543 1667505 7970059 7970059 2589 3504 756 425 2933 10207 7980266 1871281 0.99870 0.99880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 1051 1051 0 PART II-B, LINE 1: LOBBYING ACTIVITIES: NAMI KEYSTONE PENNSYLVANIA PARTICIPATED IN LOBBY ACTIVITIES ON TWO OCCASIONS THIS YEAR. AN ACTION ALERT WAS ISSUED REGARDING SUPPORT FOR HB 849 TO SPEND THE $100 MILLION THAT WAS ALLOCATED IN THE BEHAVIORAL HEALTH COMMISSION REPORT. SECOND, ONGOING LETTERS OF SUPPORT FOR STEP THERAPY LEGISLATION REGARDING MENTAL ILLNESS AND THE UNNECESSARY DELAYS IN EFFECTIVE MEDICATION TREATMENT CAUSED BY STEP THERAPY. 6300 840 5460 5460 OPERATING RIGHT-OF-USE ASSET 326103 LEASE SECURITY DEPOSIT 6166 332269 REFUNDABLE ADVANCE 32890 OPERATING LEASE LIABILITY 327507 360397 2492929 17650 17650 2475279 0 2475279 2314033 17650 17650 2296383 0 2296383 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 17,650. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 17,650. NAMI WALK 184171 166521 17650 17650 GALA 184171 166521 17650 17650 17650 0 X X X 0 0 0 0 0 0 0 0 0 CHRISTINE MICHAELS CEO 127500 0 8920 0 0 0 12272 0 12298 0 160990 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN FISCAL YEAR 2023, NAMI CHANGED FROM A MEMBERSHIP ORGANIZATION TO A CORPORATION. IN CONJUNCTION WITH THIS CHANGE, THEY UPDATED THEIR ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B OUR INDEPENDENT ACCOUNTANTS PREPARE AND DELIVER A DRAFT OF THE FORM 990. THE CEO AND THE COO REVIEW THE DRAFT IN DETAIL. THE DRAFT IS REVIEWED BY THE TREASURER AND THE FINANCE COMMITTEE AND THEN RECOMMENDED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS DEVELOPED. ALL BOARD MEMBERS WILL BE REQUESTED TO REVIEW AND SIGN THE POLICY ANNUALLY. THROUGHOUT THE YEAR, BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 EACH MEMBER OF THE BOARD COMPLETES AN ANNUAL COMPREHENSIVE WRITTEN PERFORMANCE REVIEW OF THE CEO. THE INFORMATION IS COMPILED BY THE PERSONNEL COMMITTEE AND SHARED WITH THE BOARD CHAIR. THEN THE BOARD REVIEWS THE INFORMATION IN EXECUTIVE SESSION AND DETERMINES THE SALARY OF THE CEO. THE BOARD CHAIR MEETS WITH THE CEO TO DISCUSS THE PERFORMANCE REVIEW. EACH YEAR, THE BOARD APPROVES THE MINIMUM AND MAXIMUM SALARY RANGES FOR EACH POSITION IN THE ORGANIZATION BASED ON THE PA DEPARTMENT OF HUMAN SERVICES' PERSONNEL ACTION PLAN CROSSWALK SALARY SCALE AND OTHER WAGE AND SALARY SURVEYS FOR NON PROFIT ORGANIZATIONS PROVIDED BY ALLEGHENY COUNTY. THE BOARD DETERMINES THE ANNUAL SALARY RANGES WITH INPUT FROM THE PERSONNEL AND FINANCE COMMITTEES. WITH APPROVAL OF THE SALARY RANGES FROM THE BOARD, THE CEO APPROVES SALARY INCREASES FOR STAFF. FORM 990, PART VI, SECTION C, LINE 19 NAMI KEYSTONE PENNSYLVANIA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON RECEIPT OF WRITTEN REQUEST.