2026-09-22T08:28:43-05:00 2025-12-31 844233121 SHARPE PATEL CPA 5510 SIX FORKS ROAD SUITE 140 RALEIGH NC 27609 990 2025-01-01 561552949 NAMI WAKE COUNTY NAMI 9198484490 PO BOX 12562 RALEIGH NC 27605 ANNIE EDMONSTON TREASURER 9198484490 2026-09-21 1 REBECCA FISHER P01690017 7044993893 2026-09-21 2025 MARK SIMON PO BOX 12562 RALEIGH NC 27605 429926 0 X WWW.NAMI-WAKE.ORG X 1987 NC PROVIDE SUPPORT, EDUCATION, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS, FAMILIES, AND COMMUNITIES FACING MENTAL HEALTH CHALLENGES CAN LIVE BETTER LIVES. 13 13 7 13 0 0 181394 404040 20087 25726 336 90 4357 -3940 206174 425916 0 0 0 0 169011 225536 0 0 38333 102405 114288 271416 339824 -65242 86092 174987 248885 19542 8847 155445 240038 PROVIDE SUPPORT, EDUCATION, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS, FAMILIES, AND COMMUNITIES FACING MENTAL HEALTH CHALLENGES CAN LIVE BETTER LIVES. 0 0 249701 25796 EDUCATIONAL PROGRAMS DESIGNED TO INCREASE UNDERSTANDING OF MENTAL HEALTH CONDITIONS AND CONNECT INDIVIDUALS AND THEIR FAMILIES WITH COMMUNITY RESOURCES AND SUPPORT SERVICES. 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. 249701 1 1 0 0 0 0 0 0 0 0 0 0 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 2 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X AKG BUSINESS SOLUTIONS LLC 9194551294 11845 RETAIL DR 1047 WAKE FOREST NC 27587 GERRY PILTZER PRESIDENT 6.00 X X 0 0 0 DAN STEEVER VICE PRESIDENT OF GOVERNANCE 3.00 X X 0 0 0 ANNIE EDMONSTON TREASURER 4.00 X X 0 0 0 ELENA BAZANOS SECRETARY 1.00 X X 0 0 0 AVI AGGARWAL DIRECTOR 3.00 X 0 0 0 STEPHANIE COARD DIRECTOR 4.00 X 0 0 0 RON COLEMAN DIRECTOR 4.00 X 0 0 0 LAURIE LAYTON DIRECTOR 5.00 X 0 0 0 CHRIS MCDOUGAL DIRECTOR 2.00 X 0 0 0 PAOLA RODRIGUEZ DIRECTOR 2.00 X 0 0 0 CHENITA ROUNTREE DIRECTOR 3.00 X 0 0 0 VINEETA SHAH DIRECTOR 2.00 X 0 0 0 CHRISTIE WILLIAMS DIRECTOR 10.00 X 0 0 0 MARK SIMON EXECUTIVE DIRECTOR 40.00 X 94719 0 6504 94719 0 6504 0 0 0 0 0 2116 49973 50776 301175 319 404040 CONTRACT REVENUE 624100 14400 14400 CRISIS INTERVENTION TEAM INCOME 624100 11326 11326 25726 90 90 0 49973 4010 -4010 -4010 MISCELLANEOUS 900099 70 70 70 425916 25796 0 -3920 101223 78619 8557 14047 91449 71028 7730 12691 12910 10612 1390 908 19954 15498 1687 2769 26100 26100 33500 32320 655 525 14821 14671 150 4005 2255 226 1524 3378 2633 290 455 6926 6312 239 375 4662 3633 401 628 EQUIP. AND TECHNOLOGY 14728 7513 3404 3811 SUPPLIES 3930 2748 994 188 DUES & MEMBERSHIPS 855 855 PROFESSIONAL DEV. 800 624 68 108 583 380 49 154 339824 249701 51790 38333 164096 152475 2517 74848 4773 19045 6118 0 174987 248885 4499 6027 15000 2820 43 0 19542 8847 X 155445 200113 39925 155445 240038 174987 248885 86092 -1499 0 X 0 1 X 1 0 X 180352 231817 163607 185638 404040 1165454 180352 231817 163607 185638 404040 1165454 75844 1089610 152 152 1698 90 2092 11488 22486 6296 40270 1207816 25796 0.90210 0.92130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 475916 50000 50000 425916 0 425916 389824 50000 50000 339824 0 339824 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE TAX STATUTES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2025, THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECOGNITION OF ADDITIONAL TAX LIABILITIES AND DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS THAT WOULD INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION RECOGNIZES AN UNCERTAIN TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). INCOME TAXES DID NOT HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS FOR THE YEAR ENDED DECEMBER 31, 2025. FUNDRAISING 49973 49973 4010 49973 49973 4010 4010 -4010 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP-BASED NONPROFIT CORPORATION. AS ESTABLISHED IN ARTICLE II OF ITS BYLAWS, MEMBERSHIP IS OPEN TO INDIVIDUALS, HOUSEHOLDS, AND FAMILIES WHO SUPPORT THE ORGANIZATION'S MISSION. EACH MEMBERSHIP IN GOOD STANDING IS ENTITLED TO ONE VOTE ON ORGANIZATIONAL MATTERS BROUGHT BEFORE THE MEMBERSHIP MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO ARTICLE II, SECTION 5 OF THE BYLAWS, THE FORMAL MEMBERSHIP CLASS HOLDS THE LEGAL AUTHORITY TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. ELECTIONS ARE HELD ANNUALLY BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN CRITICAL GOVERNANCE DECISIONS ARE RESERVED TO OR SUBJECT TO APPROVAL BY THE GENERAL MEMBERSHIP UNDER THE BYLAWS. SPECIFICALLY, AMENDING THE ORGANIZATION'S BYLAWS OR ARTICLES OF INCORPORATION REQUIRES A TWO-THIRDS MAJORITY VOTE OF THE MEMBERSHIP. ADDITIONALLY, UNDER ARTICLE II, SECTION 6, ANY ACTION TAKEN BY THE BOARD OF DIRECTORS IS SUBJECT TO REVIEW BY THE MEMBERSHIP AND MAY BE ALTERED OR RESCINDED BY A TWO-THIRDS VOTE OF THE MEMBERS AT A DESIGNATED MEETING. FORM 990, PART VI, SECTION B, LINE 11B EACH GOVERNING DIRECTOR IS PROVIDED AN ELECTRONIC COPY OF FORM 990 FOR REVIEW PRIOR TO SUBMISSION. FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE, WHICH IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD. BOARD MEMBERS ARE GIVEN ACCESS TO PRIOR FORMS 990 AND FINANCIAL REPORTS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER IS REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST IN WRITING. THESE DISCLOSURES ARE MAINTAINED WITH NAMI WAKE'S RECORDS. OFFICERS ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSIONS AND VOTES INVOLVING MATTERS IN WHICH A CONFLICT OF INTEREST MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE, COMPRISED OF THE OFFICERS AND TWO NON-OFFICER BOARD MEMBERS, REVIEWED LOCAL COMPENSATION DATA FOR EXECUTIVE DIRECTORS AND DISCUSSED WHETHER THE COMPENSATION WAS APPROPRIATE BASED ON COMPARABLE POSITIONS WITHIN SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC IS WELCOME TO ATTEND BOARD MEETINGS, WHICH INCLUDE REVIEWS OF THE ORGANIZATION'S FINANCIAL CONDITION AND, WHEN APPLICABLE, ORGANIZATIONAL POLICIES. THE ANNUAL REPORT, WHICH INCLUDES YEAR-END FINANCIAL INFORMATION, IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. EACH BOARD MEMBER ALSO HAS A BIOGRAPHY ON THE WEBSITE THAT DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST.