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Nonprofit · EIN 52-1150412

NAMI MONTGOMERY COUNTY

Tax-exempt · ROCKVILLE, MD 20850

Financials

$600K$659K2022$592K$705K2023$685K$688K2024
Revenue Expenses · by fiscal year end
Financials of NAMI MONTGOMERY COUNTY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$685,032$688,303-$3,271$442,091$142,568$299,523
June 30, 2024990$591,683$705,413-$113,730$452,759$149,965$302,794
June 30, 2023990$599,758$659,047-$59,289$486,791$70,267$416,524
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$674,818
of which government grants
$159,956
Membership dues
$1,392
Program service revenue
$0
Investment income
$9,217
Other revenue
$997

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$147,648
Other salaries and wages
$297,526
Salaries, compensation and benefits (total)
$517,718
Professional fundraising fees
$92
Legal fees
$50
Accounting fees
$39,677
Occupancy
$37,315
Travel
$1,820
Depreciation
$1,311
Program services (functional)
$287,934
Management and general (functional)
$218,825
Fundraising (functional)
$181,544

Balance sheet and other

Total assets, start of year
$452,759
Total assets, end of year
$442,091
Total liabilities, end of year
$142,568
Net assets, end of year
$299,523
Land, buildings and equipment
$2,812
Net assets without donor restrictions
$299,523
Gross receipts
$695,212
Employees
7
Volunteers
58
Year formed
1979
State of legal domicile
MD

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SHARON DIETSCHEEXECUTIVE DIRECTOR
Officer
40$142,568
JOSHUA WOOLDRIDGEPRESIDENT
Trustee or director, Officer
1$0
AARON FELDMANVICE PRESIDENT
Trustee or director, Officer
1$0
ANA MORALESTREASURER
Trustee or director, Officer
1$0
HELEN HOCKNELLSECRETARY
Trustee or director, Officer
1$0
MILDRED HOLMES WILLIAMSDIRECTOR
Trustee or director
1$0
TYRA DENTDIRECTOR
Trustee or director
1$0
MIMI KRESSDIRECTOR
Trustee or director
1$0
COURTNEY PETERSONDIRECTOR
Trustee or director
1$0
MIRELA PETREDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
STEPHANIE ROSENEXECUTIVE DIRECTOR 07/2023 TO 12/2023
Officer
40$98,339$3,193
SHARON DIETSCHEEXECUTIVE DIRECTOR 1/2024 TO PRESENT
Officer
40$9,943$0
JOSHUA WOOLDRIDGEPRESIDENT
Trustee or director, Officer
1$0$0
AARON FELDMANVICE PRESIDENT
Trustee or director, Officer
1$0$0
ANA MORALESTREASURER
Trustee or director, Officer
1$0$0
HELEN HOCKNELLSECRETARY
Trustee or director, Officer
1$0$0
MILDRED HOLMES WILLIAMSDIRECTOR
Trustee or director
1$0$0
TYRA DENTDIRECTOR
Trustee or director
1$0$0
MIMI KRESSDIRECTOR
Trustee or director
1$0$0
COURTNEY PETERSONDIRECTOR
Trustee or director
1$0$0
MIRELA PETREDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
STEPHANIE ROSENEXECUTIVE DIRECTOR
Officer
40$89,147$6,700
JOSHUA WOODBRIDGEPRESIDENT
Trustee or director, Officer
1$0$0
AARON FELDMANVICE PRESIDENT
Trustee or director, Officer
1$0$0
ANA MORALESTREASURER
Trustee or director, Officer
1$0$0
HELEN HOCKNELLSECRETARY
Trustee or director, Officer
1$0$0
DANA DEBEUAMONTDIRECTOR
Trustee or director
1$0$0
TYRA DENTDIRECTOR
Trustee or director
1$0$0
MIMI KRESSDIRECTOR
Trustee or director
1$0$0
DANIEL COTLEARDIRECTOR
Trustee or director
1$0$0
EMILY NOVICKDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1 RESEARCH CT STE 315, ROCKVILLE, MD 20850-6297
Principal officer (990 for 2024)
JOSH WOOLDRIDGE, 1 RESEARCH COURT STE 315, ROCKVILLE, MD 20850
Signed the 990
JOSH WOOLDRIDGE, PRESIDENT OF THE BOARD OF DIRECTORS
Phone
(301) 949-5852
Return prepared by
Alta CPA Group

Mission

NAMI MONTGOMERY COUNTY BUILDS COMMUNITIES OF PEERS TO PROVIDE SUPPORT, EDUCATION AND ADVOCACY FOR ALL AFFECTED BY MENTAL HEALTH CONDITIONS.

990 for the year ended June 30, 2025

Program accomplishments

  • AT NAMI MONTGOMERY COUNTY MD, INC., WE ENVISION A FUTURE WHERE ALL PEOPLE AFFECTED BY MENTAL HEALTH CONDITIONS LIVE HEALTHY, FULFILLING LIVES SUPPORTED BY A COMMUNITY THAT CARES. TO REACH THIS VISION, WE BUILD COMMUNITIES OF PEERS TO PROVIDE SUPPORT, EDUCATION AND ADVOCACY FOR ALL AFFECTED BY MENTAL HEALTH CONDITIONS. OUR COMMUNITIES OF PEERS INCLUDE PEOPLE LIVING WITH MENTAL HEALTH CONDITIONS, THEIR CAREGIVERS AND FAMILIES AND ALLIES. NAMI MONTGOMERY COUNTY PROGRAMS SERVE INDIVIDUALS, CAREGIVERS AND ALLIES OF PEOPLE LIVING WITH MENTAL HEALTH CONDITIONS IN MONTGOMERY COUNTY. OUR PROGRAMS ARE ALWAYS FREE TO PARTICIPANTS AND LED BY TRAINED VOLUNTEERS WITH LIVED EXPERIENCE, EITHER MAINTAINING RECOVERY WITH A MENTAL ILLNESS OR CARING FOR A LOVED ONE LIVING WITH MENTAL ILLNESS CONTINUED ON SCHEDULE O
    Expenses $287,934

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
52-1150412
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
1980
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$442,091
Income (IRS master file)
$695,212

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$685,032$688,303$442,091XML
990June 2024$591,683$705,413$452,759IRS
990June 2023$599,758$659,047$486,791XML
990June 2022$567,650$686,851$561,931IRS
990June 2021–––IRS
990June 2020–––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 52-1150412).

Questions about NAMI MONTGOMERY COUNTY

What is the EIN of NAMI MONTGOMERY COUNTY?
The employer identification number (EIN) of NAMI MONTGOMERY COUNTY is 52-1150412.
Is NAMI MONTGOMERY COUNTY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to NAMI MONTGOMERY COUNTY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NAMI MONTGOMERY COUNTY 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 MONTGOMERY COUNTY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NAMI MONTGOMERY COUNTY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of NAMI MONTGOMERY COUNTY?
The 990 for the year ended June 30, 2025 names JOSH WOOLDRIDGE.
Who are the officers and directors of NAMI MONTGOMERY COUNTY?
The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $142,568 (SHARON DIETSCHE, EXECUTIVE DIRECTOR).
How much revenue does NAMI MONTGOMERY COUNTY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $685,032, expenses of $688,303 and total assets of $442,091 at year end.

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