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Nonprofit · EIN 36-3504277

NAMI SOUTHEAST MINNESOTA

Tax-exempt · ROCHESTER, MN 55901

Financials

$535K$539K2023$613K$667K2024
Revenue Expenses · by fiscal year end
Financials of NAMI SOUTHEAST MINNESOTA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$613,121$666,564-$53,443$492,860$192,694$300,166
December 31, 2023990$534,874$538,733-$3,859$553,269$199,660$353,609
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$503,836
Program service revenue
$106,776
Investment income
$12,770
Net income from fundraising events
-$12,253
Other revenue
-$10,261

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$58,788
Other salaries and wages
$357,370
Salaries, compensation and benefits (total)
$462,397
Professional fundraising fees
$0
Accounting fees
$13,925
Occupancy
$49,297
Travel
$4,180
Depreciation
$3,097
Program services (functional)
$474,055
Management and general (functional)
$89,772
Fundraising (functional)
$102,737

Balance sheet and other

Total assets, start of year
$553,269
Total assets, end of year
$492,860
Total liabilities, end of year
$192,694
Net assets, end of year
$300,166
Land, buildings and equipment
$3,276
Net assets without donor restrictions
$292,861
Net assets with donor restrictions
$7,305
Gross receipts
$625,374
Employees
15
Volunteers
75
Year formed
1986
State of legal domicile
MN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MATHEW BJORNGAARDFORMER EXECUTIVE DIRECTOR
Officer
2$46,864$8,985
MEGAN TONEYEXECUTIVE DIRECTOR
Officer
2$11,923$1,643
L'KENDRA JACOBVICE PRESIDENT
Trustee or director, Officer
2$0$0
MARGARET MESTERCURRENT PRESIDENT
Trustee or director, Officer
1$0$0
AMANDA PELLEYCURRENT SECRETARY
Trustee or director, Officer
2$0$0
KATIE WELPFORMER PRESIDENT
Trustee or director, Officer
2$0$0
BEN ROMBERGBOARD MEMBER
Trustee or director
1$0$0
TAMMY RIDERCURRENT SECRETARY
Trustee or director, Officer
2$0$0
AARON NATHANTREASURER
Trustee or director, Officer
1$0$0
MARIA SERBUSBOARD MEMBER
Trustee or director
1$0$0
TALOR GRAYBOARD MEMBER
Trustee or director
1$0$0
JENNIFER PLANTEFORMER SECRETARY
Trustee or director, Officer
1$0$0
BRI ROLLINSBOARD MEMBER
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
MATHEW BJORNGAARDFORMER EXECUTIVE DIRECTOR
Officer
2$85,796
JENNIFER BECKERACTING EXECUTIVE DIRECTOR
Officer
2$37,290
L'KENDRA JACOBVICE PRESIDENT
Trustee or director, Officer
2$0
MARGARET MESTERCURRENT PRESIDENT
Trustee or director
1$0
JAIMI STEJSKALTREASURER
Trustee or director, Officer
2$0
MEAGHAN SHERDENSECRETARY
Trustee or director, Officer
2$0
KATIE WELPFORMER PRESIDENT
Trustee or director, Officer
2$0
BEN ROMBERGBOARD MEMBER
Trustee or director
1$0
TAMMY RIDERBOARD MEMBER
Trustee or director
1$0
AARON NATHANBOARD MEMBER
Trustee or director
1$0
MARIA SERBUSBOARD MEMBER
Trustee or director
1$0
TALOR GRAYBOARD MEMBER
Trustee or director
1$0
JENNIFER PLANTEBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2746 SUPERIOR DR NW STE 110, ROCHESTER, MN 55901-8344
Principal officer (990 for 2024)
MEGAN TONEY, 2746 SUPERIOR DR NW STE 110, ROCHESTER, MN 55901
Signed the 990
MEGAN TONEY, EXECUTIVE DIRECTOR
Phone
(507) 287-1692
Return prepared by
HAWKINS ASH CPAS LLP

Mission

TO EDUCATE AND SUPPORT PEOPLE AFFECTED BY MENTAL ILLNESS.

990 for the year ended December 31, 2024

Program accomplishments

  • NAMI SOUTHEAST MINNESOTA PROVIDES PROGRAMMING FOR INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS. WHEN A MENTAL HEALTH CRISIS HITS, IT OFTEN RUSHES IN LIKE AND UNEXPECTED TSUNAMI. THE NEED FOR HELP IS IMMEDIATE. THE REAL PROBLEM FOR INDIVIDUALS FACING THIS CRISIS IS THAT CLINICAL SERVICES ARE OFTEN UNAVAILABLE FOR WEEKS OR MONTHS. IT IS LIKE TELLING A PERSON BROUGHT INTO THE EMERGENCY DEPARTMENT WITH A BROKEN LEG TO COME BACK IN 6 MONTHS. FOR FAMILIES FACING THIS CRISIS, THE HELP ALMOST NEVER COMES. FAMILY PSYCHOEDUCATION AND SUPPORT SERVICES ARE NOT BILLABLE AND THEREFORE ARE NOT THE PRIORITY OF MOST MENTAL HEALTH CLINICAL PROVIDERS. AT NAMI, WE CAN RESPOND IMMEDIATELY TO THESE CRISES. THERE IS NO BILLING, INSURANCE OR LONG FORMS TO FILL OUT.
    Expenses $188,342 · revenue $105,612
  • FOR INDIVIDUALS FACING A MENTAL HEALTH CRISIS, THEY CAN ACCESS OUR WEEKLY SUPPORT GROUPS, ONEONONE PEER SUPPORT OR JOIN AN EDUCATIONAL CLASS. WE PROVIDE PEERLED SUPPORT GROUPS SEMI-MONTHLY IN ROCHESTER, RED WING, LANESBORO, AND KASSON. FOR THOSE WANTING MORE FOCUSED ATTENTION, THEY CAN PARTICIPATE IN WEEKLY ONEONONE PEER SUPPORT. THE EDUCATIONAL CLASSES HELP INDIVIDUALS UNDERSTAND MORE ABOUT THEIR MENTAL HEALTH CHALLENGE. THESE SERVICES ALSO CONNECT CONSUMERS WITH OTHERS WHO ARE EXPERIENCING SIMILAR CHALLENGES AND HELP THEM FORM A STRONG SUPPORT NETWORK.
    Expenses $149,375 · revenue $608
  • FOR FAMILIES, WHO ARE TRYING TO HELP A LOVED ONE THROUGH A MENTAL HEALTH CHALLENGE, NAMI SOUTHEAST MINNESOTA IS THERE TO PROVIDE QUICK ASSISTANCE. THEY TOO CAN ATTEND ONE OF OUR WEEKLY FAMILY SUPPORT GROUPS WHERE THEY NETWORK WITH OTHER FAMILIES IN THE COMMUNITY AND RECEIVE SOLID SUPPORT. THEY CAN ALSO CONNECT WITH A FAMILY SUPPORT SPECIALIST, WHO CAN MEET WITH THEM WEEKLY TO PROVIDE RESOURCES,PSYCHOEDUCATION AND SUPPORT. WE ALSO PROVIDE CLASSES THAT EDUCATE FAMILY MEMBERS ABOUT MENTAL ILLNESS AS WELL AS TEACH CRITICAL SKILLS TO THRIVING IN THIS NEW AND FOREIGN ENVIRONMENT.
    Expenses $94,242 · revenue $384
  • NAMI SOUTHEAST MINNESOTA ALSO PROVIDES A VARIETY OF OTHER COMMUNITY MENTAL HEALTH SERVICES DESIGNED TO INCREASE AWARENESS AND REDUCE STIGMA. WE HAVE TRAINED PRESENTERS WITH MENTAL ILLNESS WHO ARE WILLING TO SHARE THEIR RECOVERY STORY WITH CIVIC, SCHOOL OR RELIGIOUS GROUPS. WE DO EDUCATIONAL PRESENTATIONS ON SUICIDE AWARENESS. WE ALSO GIVE SPECIALIZED TRAINING TO BOTH INDIVIDUALS AND FAMILY MEMBERS WHO WANT TO SUPPORT OTHERS IN THEIR MENTAL HEALTH JOURNEY.
    Expenses $42,096 · revenue $2,163

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
36-3504277
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$492,860
Income (IRS master file)
$625,374

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$613,121$666,564$492,860XML
990December 2023$534,874$538,733$553,269XML
990December 2022$366,739$361,270$484,055IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3504277).

Questions about NAMI SOUTHEAST MINNESOTA

What is the EIN of NAMI SOUTHEAST MINNESOTA?
The employer identification number (EIN) of NAMI SOUTHEAST MINNESOTA is 36-3504277.
Is NAMI SOUTHEAST MINNESOTA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to NAMI SOUTHEAST MINNESOTA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NAMI SOUTHEAST MINNESOTA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NAMI SOUTHEAST MINNESOTA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NAMI SOUTHEAST MINNESOTA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of NAMI SOUTHEAST MINNESOTA?
The 990 for the year ended December 31, 2024 names MEGAN TONEY.
Who are the officers and directors of NAMI SOUTHEAST MINNESOTA?
The 990 for the year ended December 31, 2024 lists 13 people; 2 received compensation from the organization, the highest $46,864 (MATHEW BJORNGAARD, FORMER EXECUTIVE DIRECTOR).
How much revenue does NAMI SOUTHEAST MINNESOTA have?
On its 990 for the year ended December 31, 2024 it reported revenue of $613,121, expenses of $666,564 and total assets of $492,860 at year end.

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