2026-08-08T08:43:28-05:00 2025-12-31 141918990 TEMPLETON & COMPANY LLP 222 LAKEVIEW AVENUE SUITE 1200 WEST PALM BEACH FL 33401 990 2025-01-01 592301320 NAMI PALM BEACH COUNTY INC NAMI 5615883477 5205 GREENWOOD AVENUE 110 WEST PALM BEACH FL 33407 KATHERINE M MURPHY CHIEF EXECUTIVE OFFICER 5615883477 2026-08-08 1 WALT MAXWELL P00186333 5617989988 2025 2025-03-06 01:10:19Z KATHERINE M MURPHY 5205 GREENWOOD AVENUE 110 WEST PALM BEACH FL 33407 977567 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 24 180 0 0 907529 803338 0 0 23898 30891 77590 53420 1009017 887649 0 0 0 0 584811 572180 0 0 33556 284666 244281 869477 816461 139540 71188 965171 1057512 9257 11746 955914 1045766 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 334076 PUBLIC AWARENESS & ADVOCACY PROGRAMS: NAMI PALM BEACH COUNTY ADVANCED MENTAL HEALTH AWARENESS THROUGH COMMUNITY OUTREACH, PUBLIC EDUCATION, ADVOCACY, AND STIGMA-REDUCTION INITIATIVES. ACTIVITIES INCLUDED EDUCATIONAL PRESENTATIONS, COMMUNITY OUTREACH EVENTS, CRISIS INTERVENTION TRAINING PRESENTATIONS, THE NAMI PATHWAYS TO HOPE CONFERENCE, AND THE GET YOUR GREEN ON CAMPAIGN. THE ORGANIZATION ALSO EXPANDED YOUTH MENTAL HEALTH OUTREACH THROUGH A BACK-TO-SCHOOL INITIATIVE, ESTABLISHED NAMI ON CAMPUS CLUBS AT LOCAL SCHOOLS, AND LAUNCHED AN INTERNSHIP PROGRAM. THESE EFFORTS INCREASED AWARENESS OF MENTAL HEALTH CONDITIONS, CONNECTED INDIVIDUALS AND FAMILIES WITH RESOURCES, AND PROMOTED EARLY ACCESS TO SUPPORT AND SERVICES. 150552 SUPPORT PROGRAMS: NAMI PALM BEACH COUNTY PROVIDED PEER-LED AND FAMILY-LED SUPPORT SERVICES THAT FOSTER CONNECTION, RECOVERY, AND COMMUNITY ENGAGEMENT FOR INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS AND THEIR LOVED ONES. THROUGH NAMI CONNECTION RECOVERY SUPPORT GROUPS, NAMI FAMILY SUPPORT GROUPS, PEER COUNCIL ACTIVITIES, AND PEER ENGAGEMENT OPPORTUNITIES, PARTICIPANTS RECEIVED EMOTIONAL SUPPORT, SHARED LIVED EXPERIENCES, AND DEVELOPED MEANINGFUL RELATIONSHIPS THAT REDUCED ISOLATION AND PROMOTED RECOVERY. DURING 2025, NAMI PALM BEACH COUNTY REINSTATED ITS FIRST IN-PERSON FAMILY SUPPORT GROUP SINCE 2020 AND EXPANDED PEER COUNCIL ACTIVITIES THROUGH ADDITIONAL SOCIAL, RECREATIONAL, AND WELLNESS-FOCUSED OPPORTUNITIES. 104928 MENTORING PROGRAM: NAMI PALM BEACH COUNTY PROVIDED ONE-ON-ONE PEER MENTORING SERVICES THAT HELPED INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS IDENTIFY AND ACHIEVE PERSONAL GOALS, STRENGTHEN RECOVERY SUPPORTS, INCREASE COMMUNITY ENGAGEMENT, AND ACCESS LOCAL RESOURCES. MENTORS PROVIDED INDIVIDUALIZED SUPPORT FOCUSED ON WELLNESS, RESILIENCE, SELF-ADVOCACY, AND RECOVERY. THE MENTORING PROGRAM CONTINUED TO SERVE AS AN IMPORTANT COMPONENT OF NAMI PALM BEACH COUNTY'S CONTINUUM OF PEER SUPPORT SERVICES AND WAS SUPPORTED BY DEDICATED GRANT FUNDING DURING 2025. 78118 EDUCATION PROGRAMS: NAMI PALM BEACH COUNTY PROVIDED FREE EDUCATIONAL PROGRAMS THAT INCREASED UNDERSTANDING OF MENTAL HEALTH CONDITIONS AND EQUIPPED INDIVIDUALS AND FAMILIES WITH TOOLS TO SUPPORT RECOVERY AND WELLNESS. A MAJOR FOCUS DURING 2025 WAS THE EXPANSION OF THE FAMILY COMMUNICATION FOR SERIOUS MENTAL ILLNESS SERIES, WHICH INCLUDES FAMILY-TO-FAMILY, INTEGRATIVE RESILIENCE TRAINING (IRT), LEAP, AND INTRODUCTION TO P-REACH. THE SERIES WAS EXPANDED THROUGH OPIOID SETTLEMENT FUNDING TO INCREASE ACCESS TO EDUCATION, RESOURCES, AND SUPPORT FOR FAMILIES AFFECTED BY SUBSTANCE USE DISORDERS AND CO-OCCURRING MENTAL HEALTH CONDITIONS. NAMI PALM BEACH COUNTY ALSO OFFERED NAMI HOMEFRONT, A FREE EDUCATION PROGRAM FOR FAMILY CAREGIVERS OF MILITARY SERVICE MEMBERS AND VETERANS, AS WELL AS NAMI PEER-TO-PEER, A RECOVERY-FOCUSED EDUCATION PROGRAM FOR INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS. COLLECTIVELY, THESE EVIDENCE-BASED PROGRAMS STRENGTHENED COMMUNICATION SKILLS, IMPROVED FAMILY ENGAGEMENT, AND SUPPORTED RECOVERY AND RESILIENCE. 78118 667674 1 1 0 1 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 2 0 24 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 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 BOARD PRESIDENT (THRU 10/21/25) 4.00 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 (THRU 6/17/25) 2.00 X 0 0 0 RACHAEL FLANAGAN ESQ BOARD PRESIDENT (EFF 10/21/25) 4.00 X X 0 0 0 DONNA HARRIS DIRECTOR (THRU 11/18/25) 2.00 X 0 0 0 DR GARY TIMMER DIRECTOR (THRU 11/18/25) 2.00 X 0 0 0 DR 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 JOHN PULS DIRECTOR (EFFECTIVE 11/18/25) 2.00 X 0 0 0 KATRINA GRANGER DIRECTOR (EFFECTIVE 11/18/25) 2.00 X 0 0 0 DONALD FENNOY DIRECTOR (EFFECTIVE 11/18/25) 2.00 X 0 0 0 KATHERINE MURPHY CHIEF EXECUTIVE OFFICER 45.00 X 100650 0 4201 100650 0 4201 1 0 0 0 0 6673 360754 111032 324879 803338 30891 30891 143338 360754 89918 53420 53420 887649 0 0 84311 100650 90585 10065 402835 342957 38106 21772 27688 24919 2769 41007 36906 4101 44601 8920 35681 6500 6500 9204 9204 6236 5396 601 239 36114 28761 6413 940 14713 13215 1469 29 5268 4741 527 12879 11591 1288 SUPPLIES, MATERIALS, RE 33657 30291 3366 EXHIBIT FEES 21828 21828 PRINTING AND COPYING 21024 18922 2102 OUTSIDE TRAINING AND DE 14359 12923 1436 17898 15719 807 1372 816461 667674 115231 33556 793474 379491 478887 109087 61699 38614 47388 133083 151746 965171 1057512 9257 11746 9257 11746 X 780325 766607 175589 279159 955914 1045766 965171 1057512 71188 18664 0 X X 0 1 X 1 0 X 847514 660462 630578 907529 803338 3849421 847514 660462 630578 907529 803338 3849421 152336 3697085 488 5423 21772 23898 30891 82472 3931893 521424 0.94030 0.97430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 6500 0 0 0 6500 0 PART II-B, LINE 1: NAMI PALM BEACH COUNTY PAID $6,500 TO NAMI JACKSONVILLE, AN AFFILIATED ORGANIZATION, AS ITS SHARE OF THE COST OF A LOBBYIST ENGAGED TO REPRESENT NAMI FLORIDA AFFILIATES IN CONNECTION WITH A STATE APPROPRIATION REQUEST. NAMI JACKSONVILLE CONTRACTED WITH AND PAID THE LOBBYIST. NAMI PALM BEACH COUNTY DID NOT INCUR ANY OTHER LOBBYING EXPENSES. 4624 4624 68575 37256 31319 16276 9531 6745 19612 14912 4700 47388 BENEFICIAL INTEREST IN ASSETS 151746 F 151746 X 921560 18664 39600 58264 863296 24353 24353 887649 831708 39600 39600 792108 24353 24353 816461 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, 2025 AND 2024. NAMI PBC IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER FUNDRAISING ACTIVITY 24,353. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER FUNDRAISING ACTIVITY 24,353. ANNUAL LUNCHEON 298561 199500 99061 21748 5137 18237 NAMI WALK 205531 161254 44277 6416 38380 504092 360754 143338 21748 11553 56617 89918 53420 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 A, LINE 7A THE ORGANIZATION HAS DUES-PAYING MEMBERS WHO PARTICIPATE IN CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION. A MEMBER MAY BE AN INDIVIDUAL OR A FAMILY OF INDIVIDUALS LIVING IN ONE HOUSEHOLD THAT IS COUNTED AS ONE FOR THE VOTING PURPOSES. MEMBERS HAVE THE RIGHT TO VOTE TO ELECT INDIVIDUALS TO THE ORGANIZATION'S BOARD OF DIRECTORS AT THE ANNUAL MEMBERSHIP MEETING EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION HAS DUES-PAYING MEMBERS WHO PARTICIPATE IN CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION. A MEMBER MAY BE AN INDIVIDUAL OR A FAMILY OF INDIVIDUALS LIVING IN ONE HOUSEHOLD THAT IS COUNTED AS ONE FOR VOTING PURPOSES. MEMBERS HAVE THE RIGHT TO VOTE ON THE AMENDMENT AND ADOPTION OF THE ORGANIZATION'S BYLAWS AND TO VOTE AT ALL MEMBERSHIP MEETINGS OF THE ORGANIZATION. 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 THE 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.