Nonprofit · EIN 56-1552949
NAMI WAKE COUNTY
Tax-exempt · RALEIGH, NC 27605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $425,916 | $339,824 | $86,092 | $248,885 | $8,847 | $240,038 |
| December 31, 2024 | 990 | $206,174 | $271,416 | -$65,242 | $174,987 | $19,542 | $155,445 |
| December 31, 2023 | 990 | $171,601 | $332,391 | -$160,790 | $238,067 | $17,617 | $220,450 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $404,040
- of which government grants
- $50,776
- Membership dues
- $2,116
- Program service revenue
- $25,726
- Investment income
- $90
- Net income from fundraising events
- -$4,010
- Other revenue
- -$3,940
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $101,223
- Other salaries and wages
- $91,449
- Salaries, compensation and benefits (total)
- $225,536
- Professional fundraising fees
- $0
- Accounting fees
- $26,100
- Occupancy
- $3,378
- Travel
- $6,926
- Program services (functional)
- $249,701
- Management and general (functional)
- $51,790
- Fundraising (functional)
- $38,333
Balance sheet and other
- Total assets, start of year
- $174,987
- Total assets, end of year
- $248,885
- Total liabilities, end of year
- $8,847
- Net assets, end of year
- $240,038
- Net assets without donor restrictions
- $200,113
- Net assets with donor restrictions
- $39,925
- Gross receipts
- $429,926
- Employees
- 7
- Volunteers
- 13
- Year formed
- 1987
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK SIMON | EXECUTIVE DIRECTOR Officer | 40 | $94,719 | $6,504 |
| GERRY PILTZER | PRESIDENT Trustee or director, Officer | 6 | $0 | $0 |
| DAN STEEVER | VICE PRESIDENT OF GOVERNANCE Trustee or director, Officer | 3 | $0 | $0 |
| ANNIE EDMONSTON | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| ELENA BAZANOS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AVI AGGARWAL | DIRECTOR Trustee or director | 3 | $0 | $0 |
| STEPHANIE COARD | DIRECTOR Trustee or director | 4 | $0 | $0 |
| RON COLEMAN | DIRECTOR Trustee or director | 4 | $0 | $0 |
| LAURIE LAYTON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CHRIS MCDOUGAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAOLA RODRIGUEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHENITA ROUNTREE | DIRECTOR Trustee or director | 3 | $0 | $0 |
| VINEETA SHAH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTIE WILLIAMS | DIRECTOR Trustee or director | 10 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK SIMON | EXECUTIVE DIRECTOR Trustee or director, Key employee, Highest-paid employee | 40 | $67,808 |
| RON COLEMAN | TREASURER Trustee or director, Officer | 4 | $0 |
| BRITNEY WEAVER | AT LARGE Trustee or director | 4 | $0 |
| PAOLA RODRIGUEZ | AT LARGE Trustee or director | 5 | $0 |
| AIMEE CAVERLY | AT LARGE Trustee or director | 4 | $0 |
| SHANNON GRAHAM | AT LARGE Trustee or director | 2.75 | $0 |
| AVI AGGARWAL | AT LARGE Trustee or director | 5 | $0 |
| CHENITA ROUNTREE | AT LARGE Trustee or director | 2.5 | $0 |
| VINEETA SHAH | AT LARGE Trustee or director | 0.5 | $0 |
| STEPHANIE COARD | VICE PRESIDENT-DEI Officer | 3 | $0 |
| GERALD PILTZER | PRESIDENT Officer | 9 | $0 |
| ELENA BAZANOS | SECRETARY Officer | 0.5 | $0 |
| DANIEL STEEVER | VICE PRESIDENT-GOVERNANCE Officer | 4 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LILLIAN DAVIS | EXECUTIVE DIRECTOR Highest-paid employee, Former | 34 | $100,339 |
| RON COLEMAN | TREASURER Trustee or director, Officer | 6 | $0 |
| TARRA BATES-DEFORD | AT LARGE Trustee or director | 0.25 | $0 |
| DANIEL STEEVER | AT LARGE Trustee or director | 4 | $0 |
| ROYDEN SAAH | AT LARGE Trustee or director | 7.5 | $0 |
| BRITNEY WEAVER | AT LARGE Trustee or director | 4 | $0 |
| JON HOFFMAN | AT LARGE Trustee or director | 8 | $0 |
| PAOLA RODRIGUEZ | AT LARGE Trustee or director | 2 | $0 |
| AIMEE CAVERLY | AT LARGE Trustee or director | 4 | $0 |
| SHANNON GRAHAM | AT LARGE Trustee or director | 2.75 | $0 |
| ARWAL | AT LARGE Trustee or director | 10 | $0 |
| ROY TEMPKE JR | PRESIDENT Officer | 15 | $0 |
| STEPHANIE COARD | VICE PRESIDENT-DEI Officer | 5 | $0 |
| GERALD PILTZER | VICE PRES- GOVERNANCE Officer | 7 | $0 |
| ELENA BAZANOS | SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12562, RALEIGH, NC 27605-2562
- Principal officer (990 for 2025)
- MARK SIMON, PO BOX 12562, RALEIGH, NC 27605
- Signed the 990
- ANNIE EDMONSTON, TREASURER
- Phone
- (919) 848-4490
- Website
- WWW.NAMI-WAKE.ORG
- Return prepared by
- SHARPE PATEL CPA
Mission
PROVIDE SUPPORT, EDUCATION, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS, FAMILIES, AND COMMUNITIES FACING MENTAL HEALTH CHALLENGES CAN LIVE BETTER LIVES.
Program accomplishments
- EDUCATIONAL PROGRAMS DESIGNED TO INCREASE UNDERSTANDING OF MENTAL HEALTH CONDITIONS AND CONNECT INDIVIDUALS AND THEIR FAMILIES WITH COMMUNITY RESOURCES AND SUPPORT SERVICES.Expenses $249,701 · revenue $25,796
- SUPPORT SERVICES FOR INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS AND THEIR FAMILY MEMBERS THROUGH REGULARLY SCHEDULED PEER SUPPORT GROUPS.
- CONDUCT PUBLIC AWARENESS AND EDUCATIONAL PROGRAMS TO INCREASE UNDERSTANDING OF MENTAL HEALTH CONDITIONS, REDUCE STIGMA, AND CONNECT INDIVIDUALS AND FAMILIES WITH SUPPORT, RESOURCES, AND SERVICES AVAILABLE THROUGH NAMI.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1552949
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $248,885
- Income (IRS master file)
- $429,926
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $425,916 | $339,824 | $248,885 | XML |
| 990 | December 2024 | $206,174 | $271,416 | $174,987 | IRS |
| 990 | December 2023 | $171,601 | $332,391 | $238,067 | XML |
| 990 | December 2022 | $254,455 | $230,997 | $458,550 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1552949).
Questions about NAMI WAKE COUNTY
- What is the EIN of NAMI WAKE COUNTY?
- The employer identification number (EIN) of NAMI WAKE COUNTY is 56-1552949.
- Is NAMI WAKE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to NAMI WAKE COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAMI WAKE COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAMI WAKE COUNTY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAMI WAKE COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NAMI WAKE COUNTY?
- The 990 for the year ended December 31, 2025 names MARK SIMON.
- Who are the officers and directors of NAMI WAKE COUNTY?
- The 990 for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $94,719 (MARK SIMON, EXECUTIVE DIRECTOR).
- How much revenue does NAMI WAKE COUNTY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $425,916, expenses of $339,824 and total assets of $248,885 at year end.
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