2025-02-13T07:19:33-06:00 2024-03-31 814643077 WEYRICH CRONIN & SORRA LLC 20 WIGHT AVENUE SUITE 210 HUNT VALLEY MD 21030 990 2023-04-01 521295484 NAMI MARYLAND INC NAMI 4108848691 10632 LITTLE PATUXENT PKWY 454 COLUMBIA MD 21044 KATHRYN S FARINHOLT EXECUTIVE DIRECTOR 4108848691 2025-02-10 1 0 ANGELINE WHITE CPA CCA P00431590 4103396464 2025-02-10 2023 2025-03-06 01:10:19Z KATHRYN S FARINHOLT 10632 LITTLE PATUXENT PKWY 454 COLUMBIA MD 21044 1230099 0 X HTTP://NAMIMD.ORG X 1983 MD EDUCATION, SUPPORT AND ADVOCACY FOR PERSONS WITH MENTAL ILLNESS, THEIR FAMILIES AND THE WIDER COMMUNITY. 16 16 14 1200 0 0 650992 768430 111080 177639 18495 14628 158264 141302 938831 1101999 0 0 0 0 616716 548078 0 0 91395 567747 590123 1184463 1138201 -245632 -36202 866574 845101 472766 457260 393808 387841 X NAMI MARYLAND, INC. (THE ORGANIZATION) (NAMI MARYLAND), INCORPORATED IN THE STATE OF MARYLAND, IS THE STATE ORGANIZATION FOR THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI). NAMI MARYLAND IS A GRASSROOTS ORGANIZATION DEDICATED TO EDUCATION, SUPPORT, AND ADVOCACY FOR PERSONS WITH MENTAL ILLNESSES, THEIR FAMILIES, AND THE WIDER COMMUNITY. OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH MENTAL ILLNESSES AND THEIR FAMILIES.THE VALUES THAT INFORM ALL NAMI ACTIONS INCLUDE: EMPOWERMENT OF INDIVIDUALS WITH MENTAL ILLNESS AND THEIR FAMILIES. EXPERTS FOR THE COMMUNITY: INDIVIDUALS WITH MENTAL ILLNESS AND THEIR FAMILIES ARE THE EXPERTS TO IMPROVE SYSTEMS AND TO PROVIDE COMMUNITY OUTREACH AND PEER EDUCATION. EFFECTIVE PEER-BASED, RECOVERY-FOCUSED AND FAMILY-ORIENTED PROGRAMMING AND SERVICES. VOLUNTEERS AND COMMUNITY PARTNERS: WE LEVERAGE THE POWER AND NETWORKS OF VOLUNTEERS AND COMMUNITY PARTNERS TO SPREAD NAMI'S MESSAGE. 0 0 371139 71652 PEER EDUCATION AND PEER SUPPORT: NAMI MARYLAND OFFERS EFFECTIVE, FREE PEER EDUCATION AND SUPPORT PROGRAMS DIRECTLY, AND IN COLLABORATION WITH LOCAL NAMI AFFILIATES AND DELIVERED AT THE LOCAL LEVEL. THESE PROGRAMS ARE BEST PRACTICE EDUCATION COURSES AND SUPPORT GROUPS PROVIDED FOR AND BY PEERS. FAMILIES ARE TRAINED TO SUPPORT OTHER FAMILIES, AND INDIVIDUALS WITH MENTAL ILLNESS ARE TRAINED TO SUPPORT OTHER INDIVIDUALS. 288663 73953 COMMUNITY AND PROVIDER OUTREACH AND EDUCATION: NAMI MARYLAND PROVIDES EFFECTIVE COMMUNITY AND PROVIDER EDUCATION AND OUTREACH DIRECTLY AND IN COLLABORATION WITH LOCAL NAMI AFFILIATES, COMMUNITY PARTNERS AND NETWORKS. GRADUATES OF OUR PEER PROGRAMS ARE TRAINED TO USE THEIR PERSONAL EXPERIENCE TO DELIVER EFFECTIVE WORKSHOPS AND OTHER OUTREACH. 164950 32034 AFFILIATE DEVELOPMENT AND ASSISTANCE: NAMI MARYLAND PROVIDES SERVICES AND CONSULTATION TO LOCAL AFFILIATES AND EMERGING NAMI GROUPS ACROSS THE STATE, FURTHERING OUR COMMON MISSION. 824752 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 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 20 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X KATHRYN S FARINHOLT 4108848691 10632 LITTLE PATUXENT PARKWAY SUITE COLUMBIA MD 21044 DENISE EVANS PRESIDENT 2.00 X X 0 0 0 STUART TENHOOR 2ND VICE-PRESIDENT 2.00 X X 0 0 0 TAMMY KNESS TREASURER 2.00 X X 0 0 0 GIA GRIER-MCGINNIS SECRETARY 2.00 X X 0 0 0 SHAREESE STRONG BOARD MEMBER 2.00 X 0 0 0 LINDA WEINBERG BOARD MEMBER 2.00 X 0 0 0 SARAH WEISSMAN BOARD MEMBER 2.00 X 0 0 0 REBECCA GERMAN BOARD MEMBER 2.00 X 0 0 0 MARCUS ALSTON BOARD MEMBER 2.00 X 0 0 0 ALEXANDER CHAN BOARD MEMBER 2.00 X 0 0 0 LATANYA EGGLESTON BOARD MEMBER 2.00 X 0 0 0 CONSTANCE NOLL BOARD MEMBER 2.00 X 0 0 0 STEVEN THOMAS BOARD MEMBER 2.00 X 0 0 0 TON GARDENIERS 1ST VICE-PRESIDENT 2.00 X X 0 0 0 CHARITA BROWN BOARD MEMBER 2.00 X 0 0 0 RONALD MARCUS BOARD MEMBER 2.00 X 0 0 0 KATHRYN S FARINHOLT EXECUTIVE DIRECTOR 60.00 X 116664 0 2294 116664 0 2294 1 0 0 0 0 7146 242740 518544 768430 FEES FOR SERVICE 900099 138699 138699 PROGRAM EVENTS AND DEV 900099 38940 38940 177639 10842 10842 13372 9586 3786 3786 3786 259816 118514 141302 141302 1101999 177639 0 155930 X 118767 95722 8956 14089 352542 284135 26585 41822 38106 27667 6957 3482 38663 31478 2641 4544 132107 14126 117981 238476 204207 29419 4850 21203 14163 1653 5387 24446 17861 4161 2424 3255 2465 433 357 3185 2185 1000 3852 3852 12950 9793 1713 1444 6486 4600 1234 652 LEASE EXPENSE 79180 60122 10345 8713 TRAINING 24209 24209 0 0 EQUIPMENT EXPENSES 17856 13235 2952 1669 PROGRAM EVENTS AND DEVE 14517 14461 0 56 8401 4323 2172 1906 1138201 824752 222054 91395 124516 90037 23514 129767 10843 13960 11440 12435 117174 90324 39800 26850 313261 298123 343200 273929 866574 845101 27809 83688 60293 58554 384664 315018 472766 457260 X 375867 382841 17941 5000 393808 387841 866574 845101 -36202 30235 0 X X 0 1 X 1 0 X 529233 750971 667022 650992 768430 3366648 63715 73025 235341 111080 177639 660800 592948 823996 902363 762072 946069 4027448 0 0 0 4027448 8062 12133 25586 18495 10842 75118 8062 12133 25586 18495 10842 75118 25993 63068 119 342 89522 627003 899197 928068 780909 956911 4192088 0.96070 0.95220 0.01790 0.02200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3611 108600 112211 712541 824752 148713 37178 0 0 131375 148243 149807 148713 578138 867207 39660 42021 42290 112211 236182 32844 37061 37452 37178 144535 216803 23796 25213 25374 3611 77994 2283 2283 0 114891 88041 26850 26850 T. ROWE PRICE SUMMIT CASH RESERVES 6899 F T. ROWE PRICE PERSONAL STRATEGY BALANCED 291224 F 298123 RIGHT-OF-USE-ASSETS 267626 SECURITY DEPOSIT 6303 273929 CAPITAL LEASE OBLIGATION 12846 OPERATING LEASE OBLIGATION 296264 LINE OF CREDIT 5908 315018 1147224 30235 1867 13123 45225 1101999 0 1101999 1153191 1867 13123 14990 1138201 0 1138201 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT COSTS OF NAMI WALKS EVENT 13,123. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COSTS OF NAMI WALKS EVENT 13,123. NAMI WALKS 259816 259816 118514 259816 259816 118514 118514 141302 FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF NAMI MARYLAND ELECT BOARD MEMBERS AND VOTE ON BY-LAWS AND CHARTER AMENDMENTS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF NAMI MARYLAND ELECT BOARD MEMBERS AND VOTE ON BY-LAWS AND CHARTER AMENDMENTS. FORM 990, PART VI, SECTION B, LINE 11B EACH YEAR, PRIOR TO THE SUBMISSION OF THE ORGANIZATION'S FORM 990 TO THE INTERNAL REVENUE SERVICE, EACH VOTING MEMBER OF THE BOARD OF DIRECTORS SHALL BE PROVIDED WITH A COPY OF THE FINAL FORM 990. DISTRIBUTION MAY BE MADE EITHER IN PERSON, BY MAIL, OR BY E-MAIL. BOARD MEMBERS SHOULD BE PROVIDED WITH FIVE BUSINESS DAYS TO REVIEW THE FORM AND SHOULD HAVE AN OPPROTUNITY TO RAISE QUESTIONS, MAKE SUGGESTIONS, AND ADDRESS ANY POTENTIAL PROBLEMS OR CONCERNS WITH THE EXECUTIVE DIRECTOR OR BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (2) HAS READ AND UNDERSTANDS THE POLICY; (3) HAS AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTANDS THAT NAMI MARYLAND IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE NAMI MARYLAND OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING; AND (2) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO NAMI MARYLAND'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR CONDUCTING AN EVALUATION OF THE EXECUTIVE DIRECTOR (ED) EACH YEAR AND FOR SETTING THE EXECUTIVE DIRECTOR'S COMPENSATION. THE RESULTS OF THE EVALUATION AND A COMPENSATION REVIEW OF COMPARABLES WILL BE USED TO DETERMINE THE ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE MEETING TO DISCUSS THE EVALUATION AND COMPENSATION OF THE EXECUTIVE DIRECTOR SHOULD OCCUR PRIOR TO THE ANNIVERSARY MONTH OF THE HIRING OF THE EXECUTIVE DIRECTOR. THE PROCEDURES FOR DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION IS AS FOLLOWS: (1) THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR. (2) THE COMMITTEE REVIEWS THE PREVIOUS YEAR'S EVALUATION FORM AND MAKES ANY MODIFICATIONS NECESSARY TO THE FORMAT FOR EVALUATION. THE GOALS AND PERSONAL DEVELOPMENT PLANS CREATED FOR THIS YEAR FROM THE PREVIOUS YEAR'S EVALUATION PROCESS ARE ADDED TO THE FORM. (3) THE DRAFT EVALUATION WITH GOALS AND PERSONAL DEVELOPMENT PLANS IS GIVEN TO THE EXECUTIVE DIRECTOR. (4) THE EXECUTIVE DIRECTOR COMPLETES THE EXECUTIVE DIRECTOR COMMENTS ON PERFORMANCE AREA AND PROVIDES A RATING FOR EACH SECTION OF THE EVALUATION. THE UPDATED FORM IS RETURNED TO THE PRESIDENT. (5) THE PRESIDENT FORWARDS THE EVALUATION FORM WITH THE ED COMMENTS TO THE BOARD FOR ITS COMMENTS. (6) BOARD MEMBERS COMPLETE THEIR COMMENTS ON PERFORMANCE AND SUBMIT THEM TO THE PRESIDENT BY THE REQUESTED DATE. (7) THE PRESIDENT SUMMARIZES THE COMMENTS ON THE EVALUATION DOCUMENT AND PREPARES A RATING FOR EACH SECTION. THE PRESIDENT THEN REVIEWS THE RESPONSES AND THE SUMMARIZED COMMENTS AND RATINGS WITH THE COMMITTEE. (8) THE COMMITTEE DISCUSSES POTENTIAL SALARY CHANGES WITH THE PRESIDENT, WHO REVISES THE EVALUATION DOCUMENT, IF NECESSARY. (9) THE PRESIDENT GIVES THE EVALUATION DOCUMENT WITH BOARD COMMENTS AND RATINGS TO THE EXECUTIVE DIRECTOR TO REVIEW. (10) THE PRESIDENT AND EXECUTIVE DIRECTOR MEET TO DISCUSS THE EVALUATION. THEY ALSO DISCUSS GOALS AND PERSONAL DEVELOPMENT PLANS FOR NEXT YEAR. THE JOINTLY AGREED UPON GOALS AND DEVELOPMENT PLANS ARE ADDED TO THE EVALUATION DOCUMENT. (11) THE EXECUTIVE DIRECTOR CAN ADD A RESPONSE TO THE REVIEW. (12) THE PRESIDENT CAN ADD COMMENTS TO THE EXECUTIVE DIRECTOR'S RESPONSE. (13) THE EXECUTIVE DIRECTOR AND THE PRESIDENT SIGN THE REVIEW. COPIES ARE GIVEN TO THE EXECUTIVE DIRECTOR, THE PRESIDENT, AND THE COMMITTEE. A COPY IS PLACED IN THE EXECUTIVE DIRECTOR'S PERSONNEL FILE. (14) THE COMMITTEE PERFORMS A COMPENSATION REVIEW AND DOCUMENTS THE REVIEW PROCESS CONTEMPORANEOUSLY. ED COMPARABLES ARE OBTAINED FROM MD NONPROFITS AND A REVIEW OF COMPARABLE ORGANIZATIONS' FORM 990'S IS PERFORMED. THE COST OF LIVING INDEX IS CONSIDERED AS A FACTOR IN THE RECOMMENDATION FOR COMPENSATION. (15) THE COMMITTEE PREPARES A RECOMMENDATION TO THE BOARD FOR COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON THE EVALUATION AND THE COMPENSATION REVIEW. (16) THE BOARD DECIDES ON THE AMOUNT OF COMPENSATION AT THE NEXT BOARD MEETING. (17) THE COMPENSATION CHANGE WILL BE EFFECTIVE IN THE MONTH OF THE ANNIVERSARY OF THE EXECUTIVE DIRECTOR'S HIRING. FORM 990, PART VI, SECTION C, LINE 19 NAMI MARYLAND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 204,207. MANAGEMENT AND GENERAL EXPENSES 29,419. FUNDRAISING EXPENSES 4,850. TOTAL EXPENSES 238,476. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.