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Nonprofit · EIN 86-0450977

NAMI OF SOUTHERN ARIZONA

Tax-exempt · TUCSON, AZ 85711

Financials

$539K$578K2022$545K$574K2023$374K$463K2024
Revenue Expenses · by fiscal year end
Financials of NAMI OF SOUTHERN ARIZONA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$373,819$463,293-$89,474$823,978$30,802$793,176
September 30, 2024990$545,298$573,937-$28,639$901,168$180,503$720,665
September 30, 2023990$538,598$577,776-$39,178$869,651$145,900$723,751
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$385,910
of which government grants
$41,402
Membership dues
$1,684
Program service revenue
$0
Investment income
$51
Net income from fundraising events
-$12,151
Other revenue
-$12,142

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$53,942
Other salaries and wages
$228,173
Salaries, compensation and benefits (total)
$341,632
Professional fundraising fees
$0
Legal fees
$2,255
Accounting fees
$11,630
Occupancy
$15,020
Depreciation
$10,830
Program services (functional)
$262,609
Management and general (functional)
$173,931
Fundraising (functional)
$26,753

Balance sheet and other

Total assets, start of year
$901,168
Total assets, end of year
$823,978
Total liabilities, end of year
$30,802
Net assets, end of year
$793,176
Land, buildings and equipment
$143,846
Net assets without donor restrictions
$721,934
Net assets with donor restrictions
$71,242
Gross receipts
$386,301
Employees
12
Volunteers
128
Year formed
1983
State of legal domicile
AZ

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Briana FelixExecutive Director
Officer
40$66,956
Amanda EscalanteBoard Member
Trustee or director
1$0
Elizabeth AllinderBoard Member
Trustee or director
1$0
Josue RomeroBoard Member
Trustee or director
1$0
Michelle SpetnagelBoard Member
Trustee or director
1$0
Susannah MyersonBoard Member
Trustee or director
1$0
Alex RodriguezBoard Member
Trustee or director
1$0
David Zynda IIBoard Member
Trustee or director
1$0
Faith T SmithBoard Member
Trustee or director
1$0
Julie JamesonBoard Member
Trustee or director
1$0
Natalia MolinaBoard Member
Trustee or director
1$0
Justin BetamcourtSecretary
Trustee or director, Officer
1$0
Heather McGovernTreasurer
Trustee or director, Officer
1$0
Jennifer JanzenVice President
Trustee or director, Officer
1$0
Karl WagnerSecretary
Trustee or director, Officer
1$0
2 more people on this return
NameTitleHours / weekCompensation
Rebecca KingPresident
Trustee or director, Officer
1$0
David E DelawderExecutive Director
Officer
40$0
990 for the year ended September 30, 2024: 13 people
NameTitleHours / weekCompensation
Christina BickelmannExecutive Director
Key employee
40$70,472
Briana FelixExecutive Director
Key employee
40$24,041
Faith T SmithBoard Member
Trustee or director
1$0
David ZyndaBoard Member
Trustee or director
1$0
Elizabeth StammBoard Member
Trustee or director
1$0
Natalia MolinaBoard Member
Trustee or director
1$0
Julia JamesonBoard Member
Trustee or director
1$0
Allana Lloyd-HillsBoard Member
Trustee or director
1$0
Angel RiversBoard Member
Trustee or director
1$0
Heather McGovernTreasurer
Trustee or director, Officer
1$0
Rebecca KingPresident
Trustee or director, Officer
1$0
Jennifer JanzenVice President
Trustee or director, Officer
1$0
Karl WagnerSecretary
Trustee or director, Officer
1$0
990 for the year ended September 30, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
Christina BickelmannExecutive Director
Key employee
40$82,000$7,000
Faith T SmithBoard Member
Trustee or director
1$0$0
David ZyndaBoard Member
Trustee or director
1$0$0
Natalia MolinaBoard Member
Trustee or director
1$0$0
Elizabeth StammBoard Member
Trustee or director
1$0$0
Angel RiversBoard Member
Trustee or director
1$0$0
Julia JamesonBoard Member
Trustee or director
1$0$0
Allana Lloyd-HillsBoard Member
Trustee or director
1$0$0
Heather McGovernTreasurer
Trustee or director, Officer
1$0$0
Karl WagnerSecretary
Trustee or director, Officer
1$0$0
Rebecca KingPresident
Trustee or director, Officer
1$0$0
Jennifer JanzenVice President
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
6122 E 22ND ST, TUCSON, AZ 85711-5229
In care of
% SUSANNAH MYERSON
Principal officer (990 for 2024)
Josu Romero, 6122 E 22nd St, Tucson, AZ 85711
Signed the 990
SUSANNAH MYERSON, Treasurer
Phone
(520) 622-5582
Return prepared by
Jennifer J Phillips CPA PLLC

Mission

NAMI Southern Arizona improves the quality of life for all those affected by mental illness.

990 for the year ended September 30, 2025

Program accomplishments

  • See attached PDF.
    Expenses $262,609

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

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
86-0450977
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
1983
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E01)
Assets (IRS master file)
$823,978
Income (IRS master file)
$386,301

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$373,819$463,293$823,978XML
990September 2024$545,298$573,937$901,168XML
990September 2023$538,598$577,776$869,651XML
990September 2022$381,037$490,757$771,208IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 86-0450977).

Questions about NAMI OF SOUTHERN ARIZONA

What is the EIN of NAMI OF SOUTHERN ARIZONA?
The employer identification number (EIN) of NAMI OF SOUTHERN ARIZONA is 86-0450977.
Is NAMI OF SOUTHERN ARIZONA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to NAMI OF SOUTHERN ARIZONA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NAMI OF SOUTHERN ARIZONA 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 OF SOUTHERN ARIZONA due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NAMI OF SOUTHERN ARIZONA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of NAMI OF SOUTHERN ARIZONA?
The 990 for the year ended September 30, 2025 names Josu Romero.
Who are the officers and directors of NAMI OF SOUTHERN ARIZONA?
The 990 for the year ended September 30, 2025 lists 17 people; 1 received compensation from the organization, the highest $66,956 (Briana Felix, Executive Director).
How much revenue does NAMI OF SOUTHERN ARIZONA have?
On its 990 for the year ended September 30, 2025 it reported revenue of $373,819, expenses of $463,293 and total assets of $823,978 at year end.

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