2025-07-07T15:54:55-05:00 2024-12-31 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2024-01-01 592301320 NAMI PALM BEACH COUNTY INC NAMI 5615883477 5205 GREENWOOD AVENUE 110 WEST PALM BEACH FL 33407 KATHERINE M MURPHY CHIEF EXECUTIVE OFFICER 5615883477 2025-07-07 1 1 WALT MAXWELL P00186333 5617989988 2024 2025-03-06 01:10:19Z KATHERINE M MURPHY 5205 GREENWOOD AVENUE 110 WEST PALM BEACH FL 33407 1091338 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. 15 15 24 180 0 0 630578 907529 0 0 21772 23898 117499 77590 769849 1009017 0 0 0 0 554175 584811 0 0 16543 221340 284666 775515 869477 -5666 139540 822460 965171 22425 9257 800035 955914 X 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. 0 0 737000 IN 2024:297 SUPPORT GROUP SESSIONS PROVIDED SPACE FOR 3,227 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. -NAMI PBC'S COLLABORATION WITH LAW ENFORCEMENT THROUGH THE CRISIS INTERVENTION TEAM AND NAMI'S SHARING YOUR STORY HAS BEEN PIVOTAL IN TRAINING 372 LAW ENFORCEMENT OFFICERS, USING THE POWER OF PERSONAL NARRATIVES TO FOSTER EMPATHY. (CONTINUED ON SCHEDULE O)-NAMI PBC PLACES A PRIORITY ON COMMUNITY OUTREACH, ACTIVELY SHARING RESOURCES AND OFFERING SUPPORT TO A WIDER AUDIENCE THROUGH 47 TABLING EVENTS ACROSS THE COUNTY REACHING 4,530 INDIVIDUALS.-NAMI PBC RECEIVED 1,947 INQUIRIES FROM COMMUNITY MEMBERS SEEKING INFORMATION REGARDING MENTAL HEALTH SERVICES AND RESOURCES AVAILABLE IN OUR COMMUNITY. -603 INDIVIDUALS ATTENDED NAMI'S WEDNESDAY DROP-IN CENTER, AN INFORMAL GATHERING FOR PEERS TO CONNECT, SOCIALIZE, AND ENJOY ACTIVITIES LIKE CRAFTS AND GAMES. IN 2024 THE PROGRAMMING AT THE CENTER WAS ENHANCED, INCORPORATING ART CLASSES LED BY VOLUNTEER PROFESSIONAL ARTISTS.-PEER MENTORING HELPED 27INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS 737000 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 8 0 24 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 GARY TIMMER DIRECTOR 2.00 X 0 0 0 MONIQUE BROWN FAUST DIRECTOR 2.00 X 0 0 0 MARY ANNE GIOIA DIRECTOR 2.00 X 0 0 0 KATIE LIOGIER-WEYBACK DIRECTOR 2.00 X 0 0 0 GABRIELLE TORRES DIRECTOR 2.00 X 0 0 0 GINA WELLS DIRECTOR 3.00 X 0 0 0 KATHERINE MURPHY CHIEF EXECUTIVE OFFICER 50.00 X 95150 0 3600 95150 0 3600 0 0 0 0 0 6781 272415 128286 500047 907529 23898 23898 159911 272415 82321 77590 77590 1009017 0 0 101488 95150 85635 9515 423391 381051 42340 26786 24107 2679 39484 35536 3948 40948 8189 32759 5279 4751 528 30562 24999 5563 31808 28627 3181 6235 5611 624 21837 19653 2184 PRINTING AND COPYING 55231 49707 5524 STIPENDS 49225 44302 4923 FUNDRAISING 16543 16543 OUTSIDE TRAINING AND DE 14482 13034 1448 12516 11798 718 869477 737000 115934 16543 695985 793474 95045 56431 34731 38614 91744 133083 822460 965171 22425 9257 22425 9257 X 708291 780325 91744 175589 800035 955914 822460 965171 139540 16339 0 X X 0 1 X 1 0 X 427126 847514 660462 630578 907529 3473209 427126 847514 660462 630578 907529 3473209 36508 3436701 2502 488 5423 21772 23898 54083 3527292 378086 0.97430 0.98850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4624 4624 55575 35831 19744 16276 7093 9183 18570 13507 5063 38614 BENEFICIAL INTEREST IN ASSETS 133083 F 133083 X 1064956 16339 39600 55939 1009017 0 1009017 909077 39600 39600 869477 0 869477 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, 2024 AND 2023. NAMI PBC IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. ANNUAL LUNCHEON 319137 191500 127637 17086 2354 24738 NAMI WALK 110551 80915 29636 1766 5769 30608 1 2638 2638 432326 272415 159911 18852 8123 55346 82321 77590 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.