2024-10-01T16:15:11-05:00 2023-12-31 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2023-01-01 592301320 NAMI PALM BEACH COUNTY INC NAMI 5615883477 5205 GREENWOOD AVENUE 110 WEST PALM BEACH FL 33407 KATHERINE M MURPHY CHIEF EXECUTIVE OFFICER 5615883477 2024-10-01 1 1 WALT MAXWELL P00186333 5617989988 2023 2024-10-15 13:58:12Z KATHERINE M MURPHY 5205 GREENWOOD AVENUE 110 WEST PALM BEACH FL 33407 870525 0 X NAMIPBC.ORG X 1983 FL NAMI PALM BEACH COUNTY PROVIDES ADVOCACY, EDUCATION, SUPPORT, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS CAN BUILD BETTER LIVES. 13 13 25 182 0 0 672405 630578 0 0 -5532 21772 126462 117499 793335 769849 0 0 0 0 557913 554175 0 0 7937 238793 221340 796706 775515 -3371 -5666 818299 822460 26020 22425 792279 800035 X NAMI PALM BEACH COUNTY, INC. (NAMI PBC) IS A NOT-FOR-PROFIT VOLUNTARY HEALTH CARE ORGANIZATION. NAMI PBC WAS FORMED IN 1983 AND IS AFFILIATED WITH NAMI FLORIDA AND IS PALM BEACH COUNTY'S VOICE FOR MENTAL ILLNESS IN MEDIA AND IN THE LOCAL COMMUNITY. NAMI PBC OFFERS FREE EDUCATION, SUPPORT GROUPS, AND OTHER SERVICES FOR PERSONS IN RECOVERY FROM MENTAL ILLNESS, FAMILY MEMBERS, AND HEALTHCARE PROVIDERS. 0 0 660795 NAMI PBC OFFERS FREE EDUCATION, SUPPORT GROUPS, AND OTHER SERVICES FOR PERSONS IN RECOVERY FROM MENTAL ILLNESS, FAMILY MEMBERS, AND HEALTHCARE PROVIDERS.NAMI PBC CELEBRATED ITS 40TH ANNIVERSARY IN 2023, MARKING FOUR DECADES OF SERVING AS A BEACON OF HOPE FOR THOSE NAVIGATING THE COMPLEX TERRAIN OF MENTAL HEALTH. NAMI PBC OFFERS AN EXTENSIVE VARIETY OF FREE EDUCATIONAL PROGRAMS, SUPPORT GROUPS, AND OTHER SERVICES FOR PERSONS WHOSE LIVES HAVE BEEN AFFECTED BY MENTAL ILLNESS. IN 2023:-256 SUPPORT GROUP SESSIONS PROVIDED SPACE TO 3,271 INDIVIDUALS AND THEIR LOVED ONES TO SHARE EXPERIENCES, STRATEGIES, AND ENCOURAGEMENT. NAMI PBC STRIVES TO PROVIDE A SPACE IN WHICH EVERY PERSON CAN FIND PHYSICAL AND PSYCHOLOGICAL SAFETY, WITH SUPPORT GROUPS AVAILABLE TO A VARIETY OF COMMUNITIES INCLUDING TEENS, YOUNG ADULTS, CAREGIVERS, LGBTQ+, AND SENIOR WOMEN. SUPPORT GROUP OFFERINGS WERE EXPANDED IN 2023 WITH THE CREATION OF A SUPPORT GROUP FOR BLACK COMMUNITIES.-NAMI PBC'S COLLABORATION WITH LAW ENFORCEMENT THROUGH THE CRISIS INTERVENTION TEAM AND NAMI'S SHARING YOUR STORY HAS BEEN PIVOTAL IN TRAINING 300 LAW ENFORCEMENT OFFICERS, USING THE POWER OF PERSONAL NARRATIVES TO FOSTER EMPATHY. -NAMI PBC PLACES A PRIORITY ON COMMUNITY OUTREACH, ACTIVELY SHARING RESOURCES AND OFFERING SUPPORT TO A WIDER AUDIENCE THROUGH 26 TABLING EVENTS ACROSS THE COUNTY REACHING 1,081 INDIVIDUALS.-NAMI PBC RECEIVED 1,894 INQUIRIES FROM COMMUNITY MEMBERS SEEKING INFORMATION REGARDING MENTAL HEALTH SERVICES AND RESOURCES AVAILABLE IN OUR COMMUNITY. -515 INDIVIDUALS ATTENDED NAMI'S WEDNESDAY DROP-IN CENTER, AN INFORMAL GATHERING FOR PEERS TO CONNECT, SOCIALIZE, AND ENJOY ACTIVITIES LIKE CRAFTS AND GAMES. NEW IN 2023 WAS THE CHRISTMAS DAY DROP-IN, FOR ANYONE NEEDING A PLACE TO BE AROUND FRIENDS DURING THE HOLIDAYS.-PEER MENTORING HELPED 27 INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS TO LIVE BETTER LIVES BY ASSISTING THEM WITH CREATING AND ACHIEVING THEIR GOALS, IDENTIFYING RESOURCES IN THE COMMUNITY, AND CONNECTING WITH OTHER SUPPORT SYSTEMS.-THE NAMI PBC PEER COUNCIL PROVIDES OPPORTUNITIES TO OUR PEERS FOR SELF-DIRECTED INITIATIVES THAT CREATE MEANINGFUL OPPORTUNITIES FOR RECREATION. THE 26 COUNCIL OUTINGS AND 12 COUNCIL MEETINGS ALLOWED 580 PEERS TO SOCIALIZE AND BUILD CONNECTIONS DURING 2023.-47 TRAUMA-INFORMED YOGA CLASSES PROVIDED GUIDED YOGA AND JOURNALING TO 300 PARTICIPANTS.-102 PEERS AND FAMILIES PARTICIPATED IN MENTAL HEALTH EDUCATION CLASSES. THESE CLASSES INCLUDED NAMI PEER-TO-PEER, A FREE EIGHT-SESSION EDUCATIONAL PROGRAM FOR ADULTS WITH MENTAL HEALTH CONDITIONS WHO ARE LOOKING TO BETTER UNDERSTAND THEMSELVES AND THEIR RECOVERY. THE PROGRAM HELPS PARTICIPANTS SET A VISION AND GOALS FOR THE FUTURE, DEVELOP CONFIDENCE IN DECISION-MAKING, STRENGTHEN RELATIONSHIPS, ENHANCE COMMUNICATION SKILLS, AND LEARN ABOUT MENTAL HEALTH TREATMENT OPTIONS AND HOW TO PARTNER WITH HEALTH CARE PROVIDERS. CLASSES ARE ALSO TAILORED TO SUPPORT THOSE WHO LOVE AND CARE FOR INDIVIDUALS WITH MENTAL HEALTH CONDITIONS, INCLUDING NAMI FAMILY-TO-FAMILY. NAMI PBC FINALIZED THE CURRICULUM FOR INTEGRATIVE RESILIENCE TRAINING IN 2023, FURTHER ENHANCING OFFERINGS FOR WELLNESS EDUCATION AND RESILIENCE-BUILDING IN OUR COMMUNITY.-58 FREE PEER-LED EDUCATIONAL PRESENTATIONS WERE PROVIDED TO 1,279 COMMUNITY MEMBERS, DELIVERING INSIGHTS OF INDIVIDUALS AND FAMILIES WITH FIRSTHAND EXPERIENCE IN THE MENTAL HEALTH SPACE.-415 COMMUNITY MEMBERS ATTENDED 21 GENERAL MEETINGS DURING WHICH A RANGE OF TOPICS WERE EXPLORED, INCLUDING VARIOUS DIAGNOSES, THERAPEUTIC MODALITIES, AND NUTRITIONAL STRATEGIES FOR MENTAL WELL-BEING. 660795 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 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 7 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X KATHERINE MURPHY 5615883477 5205 GREENWOOD AVENUE 110 WEST PALM BEACH FL 33407 CHERYL CHECKERS PRESIDENT 2.00 X X 0 0 0 LISA L NICHOLSON VICE PRESIDENT 2.00 X X 0 0 0 JOEL ENGELHARDT SECRETARY 2.00 X X 0 0 0 ROBYN WELCH TREASURER 2.00 X X 0 0 0 NICOLE BAGANZ DIRECTOR 2.00 X 0 0 0 LINDA CASALE DIRECTOR 2.00 X 0 0 0 ATENSIA S EARP BOWEN DIRECTOR 2.00 X 0 0 0 RACHAEL FLANAGAN ESQ DIRECTOR 2.00 X 0 0 0 DONNA HARRIS DIRECTOR 2.00 X 0 0 0 BEAU LYNCH DIRECTOR 2.00 X 0 0 0 ANGELA PICA DIRECTOR 2.00 X 0 0 0 GARY TIMMER DIRECTOR 2.00 X 0 0 0 MONIQUE BROWN FAUST DIRECTOR 2.00 X 0 0 0 KATHERINE MURPHY CHIEF EXECUTIVE OFFICER 55.00 X 94500 0 2500 94500 0 2500 0 0 0 0 0 7505 192262 94363 336448 630578 21772 21772 218175 192262 100676 117499 117499 769849 0 0 139271 97000 87300 9700 391112 352001 39111 29079 26171 2908 36984 33286 3698 35949 7189 28760 785 785 31131 28018 3113 47771 38757 9014 15336 13802 1534 5218 4696 522 21018 18916 2102 STIPENDS 32627 29364 3263 OUTSIDE TRAINING AND DE 12803 11607 1196 FUNDRAISING 7937 7937 PRINTING AND COPYING 7255 6529 726 3510 3159 351 775515 660795 106783 7937 724148 695985 499 102080 67349 39949 34731 53703 91744 818299 822460 26020 22425 26020 22425 X 738576 708291 53703 91744 792279 800035 818299 822460 -5666 13422 0 X X 0 1 X 1 0 X 441090 427126 847514 660462 630578 3006770 441090 427126 847514 660462 630578 3006770 3006770 4655 2502 488 5423 21772 34840 3041610 218175 0.98850 0.99490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4624 4624 55575 34406 21169 23311 23233 78 18570 9710 8860 34731 BENEFICIAL INTEREST IN ASSETS 91744 F 91744 X 922762 13422 39600 100676 153698 769064 785 785 769849 915006 39600 100676 140276 774730 785 785 775515 PART X, LINE 2: NAMI PBC IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT ANALYZES TAX POSITIONS IN JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS. BASED ON ITS EVALUATION, MANAGEMENT DID NOT IDENTIFY ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE. INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, IF ANY, ARE INCLUDED IN OPERATING EXPENSES. NO SUCH INTEREST OR PENALTIES WERE RECORDED FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. NAMI PBC IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 100,676. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 100,676. ANNUAL LUNCHEON 288343 187762 100581 20612 2331 41071 NAMI WALK 119098 4500 114598 1366 4165 31131 1 2996 2996 410437 192262 218175 21978 6496 72202 100676 117499 FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO THE ORGANIZATION'S BYLAWS, THE ORGANIZATION'S EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS, UNLESS THE POWERS OF THE EXECUTIVE COMMITTEE ARE EXPRESSLY LIMITED BY RESOLUTION ADOPTED BY THE BOARD OF DIRECTORS. ANY BUSINESS TRANSACTED OR ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE REVISION AND APPROVAL OF THE BOARD OF DIRECTORS, PROVIDED THAT THE BOARD OF DIRECTORS SHALL HAVE NO POWER TO REVISE, ALTER, OR DISAPPROVE ANY LAWFUL ACTION OF THE EXECUTIVE COMMITTEE TO THE PREJUDICE OF THIRD PARTIES. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER OF THE ORGANIZATION, ALL OF WHOM ARE VOTING MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. ADDITIONALLY, THE IMMEDIATE PAST PRESIDENT OF THE ORGANIZATION SHALL SERVE AS AN EX-OFFICIO MEMBER, WITHOUT VOTE, OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE WILL DO A DETAILED REVIEW OF THE FORM 990 AND THEN THE RETURN WILL BE REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES, VOLUNTEERS, CONSULTANTS, AND MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. ALL SUCH PARTIES ARE REQUIRED TO DISCLOSE TO THE BOARD OF DIRECTORS, IN WRITING, ANY CONFLICT OR APPEARANCE OF CONFLICT THAT INCLUDES (BUT IS NOT LIMITED TO) THE FOLLOWING: A. A BOARD MEMBER IS RELATED TO ANOTHER BOARD MEMBER OR STAFF MEMBER BY BLOOD, MARRIAGE, OR DOMESTIC PARTNERSHIP. B. A STAFF MEMBER IN A SUPERVISORY CAPACITY IS RELATED TO A STAFF MEMBER WHO THEY SUPERVISE. C. A BOARD MEMBER OR THEIR ORGANIZATION STANDS TO BENEFIT FROM A NAMI PBC TRANSACTION, OR A STAFF MEMBER OF SUCH ORGANIZATION RECEIVES PAYMENT FROM NAMI PBC FOR ANY SUBCONTRACT, GOODS, OR SERVICES OTHER THAN AS PART OF THEIR REGULAR JOB RESPONSIBILITIES OR AS REIMBURSEMENT FOR REASONABLE EXPENSES INCURRED AS PROVIDED IN THE BYLAWS AND BOARD POLICY. D. A BOARD MEMBER'S ORGANIZATION RECEIVES GRANT FUNDING FROM NAMI PBC. E. A BOARD MEMBER OR STAFF MEMBER IS A MEMBER OF THE GOVERNING BODY OF A CONTRIBUTOR TO NAMI PBC. F. A VOLUNTEER WORKING ON BEHALF OF NAMI PBC WHO MEETS ANY OF THE SITUATIONS, OR CRITERIA, LISTED ABOVE. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, INCLUDING ANY CONDITION LISTED ABOVE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT NAMI PBC'S BEST INTERESTS. BOTH VOTES SHALL BE BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR, EVEN IF THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM, PROVIDED THAT AT LEAST ONE CONSENTING DIRECTOR IS DISINTERESTED. A BOARD MEMBER, OFFICER, OR STAFF MEMBER WITH A POTENTIAL CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE OF THE BOARD OF DIRECTORS, OR OF ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST, AND MUST RECUSE THEMSELF FROM VOTING. HOWEVER, THEY MAY BE PRESENT TO PROVIDE CLARIFYING INFORMATION IN SUCH A DISCUSSION OR DEBATE, UNLESS OBJECTED TO BY ANY PRESENT BOARD OR COMMITTEE MEMBER. ANYONE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING NAMI PBC'S RESOURCES (I.E. TRANSACTIONS SUCH AS PURCHASES CONTRACTS) WHO ALSO STANDS TO BENEFIT FROM THAT DECISION HAS A DUTY TO DISCLOSE THAT CONFLICT AS SOON AS IT ARISES (OR BECOMES APPARENT); THEY SHOULD NOT PARTICIPATE IN ANY FINAL DECISIONS. A COPY OF THIS POLICY SHALL BE GIVEN TO ALL BOARD MEMBERS, STAFF MEMBERS, VOLUNTEERS, AND OTHER KEY STAKEHOLDERS UPON COMMENCEMENT OF SUCH PERSON'S RELATIONSHIP WITH NAMI PBC, OR AT THE OFFICIAL ADOPTION OF STATED POLICY IN THE EVENT THAT THE EXISTING POLICY IS REVISED. EACH BOARD MEMBER, OFFICER, STAFF MEMBER, AND VOLUNTEER SHALL SIGN AND DATE THE POLICY AT THE BEGINNING OF THEIR TERM OF SERVICE OR EMPLOYMENT, AND EACH YEAR THEREAFTER. FAILURE TO SIGN DOES NOT NULLIFY THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE AND APPROVED BY BOARD OF DIRECTORS. COMPARABILITY DATA IS UTILIZED DURING THIS REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS.