Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 153,691 | 154,525 | 820,944 | 726,407 | 955,572 | 2,811,139 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 153,691 | 154,525 | 820,944 | 726,407 | 955,572 | 2,811,139 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 2,811,139 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 153,691 | 154,525 | 820,944 | 726,407 | 955,572 | 2,811,139 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 953 | 816 | 849 | 1,168 | 1,950 | 5,736 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 48,700 | 61,218 | 15,827 | 117,320 | 243,065 | |
| 11 | Total support. Add lines 7 through 10 | 3,059,940 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | OTHER INCOME 243,065 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | EDUCATION AND SUPPORT: IN FISCAL YEAR COVERING MAY 1ST, 2018 TO APRIL 30TH, 2019, NAMI GEORGIA, INC. SERVED 30,906 INDIVIDUALS WITH MENTAL ILLNESS AND THEIR FAMILIES, FIRST RESPONDERS AND OTHER STAKEHOLDERS THROUGH AN ARRAY OF TRAININGS, PROGRAMMING AND SUPPORT GROUPS. THIS FISCAL YEAR, NAMI GEORGIA OFFERED 28 TRAIN THE TEACHER TRAININGS THROUGHOUT THE STATE, INCLUDING TRAINING PROGRAMS FOR NAMI SIGNATURE PROGRAMS AND CRISIS INTERVENTION TRAINING FOR YOUTH (CIT-YOUTH). THESE TRAININGS WERE MADE AVAILABLE TO NAMI'S AFFILIATES, NAMI MEMBERS AND OTHER COMMUNITY MEMBERS. NAMI GEORGIA, IN COORDINATION WITH ITS 18 AFFILIATES, ALSO HELD 75 NAMI EDUCATION CLASSES, 45 FIRST RESPONDER CLASSES, 212 PEER PRESENTATIONS (NAMI "IN OUR OWN VOICE" & NAMI "ENDING THE SILENCE"), AND 1,307 NAMI FAMILY (608) AND PEER (772) SUPPORT GROUPS-EQUATING TO 10,297 POINTS OF CONTACT OVER THE PROGRAM YEAR. NAMI GEORGIA HELD 6 YOUTH IN CRISIS EDUCATION PROGRAMS WHICH HOSTED 164 ATTENDEES. CLASSES THAT ARE OFFERED BY NAMI GEORGIA PROVIDE EDUCATION AND INCREASE AWARENESS OF INDIVIDUALS WITH MENTAL ILLNESS AND THEIR FAMILIES AT NO COST TO THE PUBLIC. INDIVIDUALS WHO BENEFIT FROM NAMI PROGRAMS REPRESENT ALL AGES, CULTURES, RACE, ETHNICITY, SEXUAL ORIENTATION, AND SOCIOECONOMIC STATUS. IN ADDITION, NAMI GEORGIA RESPONDED TO 1,252 RESOURCE/HELPLINE CALLS AND E-MAILS THROUGHOUT THE STATE OF GEORGIA. NAMI GEORGIA CONTRACTED WITH THE GEORGIA DEPARTMENT OF EDUCATION FOR THE 2018-2019 SCHOOL YEAR TO DELIVER MENTAL HEALTH AWARENESS TRAINING TO EDUCATORS ACROSS THE STATE. THE CONTRACT WAS EXECUTED IN SEPTEMBER OF 2018. BETWEEN 9/1/2018 AND 4/30/2019, NAMI GEORGIA COORDINATED THE DELIVERY OF 402 CLASSES WHICH INCLUDED 145 ENDING THE SILENCE PRESENTATIONS AND 11 CIT-YOUTH CLASSES. IN TOTAL, 12,343 EDUCATORS PARTICIPATED IN TRAINING AND MENTAL HEALTH AWARENESS PRESENTATIONS DURING THE TIME PERIOD. OF THOSE WHO WERE TRAINED, 7,355 AND 196 WERE IN ENDING THE SILENCE AND CIT-YOUTH RESPECTIVELY. ON JULY 31, 2018, NAMI GEORGIA DELIVERED THE FIRST IN-PERSON SIGNALS PRESENTATION TO 60 PARTICIPANT STAKEHOLDERS FROM ACROSS THE STATE OF GEORGIA. SIGNALS IS A GROUNDBREAKING PROGRAM DESIGNED TO RAISE AWARENESS AROUND EARLY CHILDHOOD SIGNALS THAT ARE OFTEN MISDIAGNOSED AND/OR OVERLOOKED AS EARLY INDICATORS OF MENTAL HEALTH AND SOCIAL-EMOTIONAL WELLNESS. BETWEEN SEPTEMBER OF 2018 AND DECEMBER OF 2018, FIVE WEBINARS WERE RELEASED WHICH ARE AVAILABLE ON THE NAMI GEORGIA WEBSITE AT WWW.NAMIGA.ORG/SIGNALS. NAMI GEORGIA ALSO HELD A LEADERSHIP AND RECOVERY SYMPOSIUM IN MACON WITH OVER 140 GEORGIANS AFFECTED BY MENTAL ILLNESS IN ATTENDANCE. THE PROGRAM INCLUDED THREE TRACKS: AFFILIATE LEADERSHIP, PROGRAM LEADERSHIP AND RECOVERY. FINALLY, NAMI GEORGIA HELD 2 STAKEHOLDER MEETINGS ACROSS THE STATE, HOSTING 89 ATTENDEES. PUBLIC AWARENESS AND ADVOCACY: IN ORDER TO REALIZE ITS VISION TO HAVE A GEORGIA WHERE ALL AFFECTED BY MENTAL ILLNESSES FIND HOPE, HELP, AND ACCEPTANCE; NAMI GEORGIA SETS ANNUAL STRATEGIES TO RAISE MENTAL HEALTH AWARENESS. (1) NAMI GEORGIA SUPPORTED THREE WALKS THROUGH NAMIWALKS, A NATIONAL AWARENESS AND FUNDRAISING PROGRAM, ONE IN ATLANTA, ROME AND MOULTRIE. OVER 1,800 PEOPLE PARTICIPATED IN THE WALKS. (2) NAMI GEORGIA ALSO OFFERED 364 PRESENTATIONS ON MENTAL HEALTH (NAMI IN OUR OWN VOICE, NAMI PARENTS AND TEACHERS AS ALLIES, AND NAMI ENDING THE SILENCE) TO 13,323 PEOPLE ACROSS THE STATE. THESE PRESENTATIONS WHERE DONE IN CONJUNCTION WITH PARTNERS INCLUDING; GEORGIA DEPARTMENT OF EDUCATION, GEORGIA BUREAU OF INVESTIGATION, GEORGIA PUBLIC SAFETY TRAINING CENTER, LOCAL LAW ENFORCEMENT AGENCIES, HOSPITALS AND MANY COMMUNITY AGENCIES. (3) NAMI GEORGIA ALSO PARTICIPATED IN MULTIPLE EVENTS PROMOTING MENTAL HEALTH ACROSS THE STATE. (4) NAMI GEORGIA ENGAGED THE SERVICES OF A LOBBYIST. NAMI GEORGIA AND ITS AFFILIATES HOSTING THREE NAMI SMART CLASSES, TRAINING 51 ADVOCATES ON HOW TO EFFECTIVELY ADVOCATE FOR MENTAL HEALTH. IN ADDITION, OVER 900 ADVOCATES REGISTERED FOR MENTAL HEALTH DAY AT THE GEORGIA CAPITAL, WITH 26 VOLUNTEER MEMBERS ATTENDING THE NAMI GEORGIA ADVOCACY PREP CLASS. TO SUPPORT ITS MEMBERS AND THE GREATER COMMUNITY, NAMI GEORGIA CREATED AND DISTRIBUTED MORE THAN 300 MENTAL HEALTH DAY GUIDES, A 16-PAGE, COMPREHENSIVE HANDBOOK ON ENGAGING IN LEGISLATIVE ADVOCACY AND BACKGROUND INTO NAMI GEORGIA'S LEGISLATIVE PRIORITIES FOR THE 2019 SESSION. NAMI GEORGIA PERSONALLY WORKED WITH 30 CONSTITUENTS WHO SPOKE TO THEIR GEORGIA LEGISLATORS AND HELPED TO DISTRIBUTE OVER 145 NAMI GEORGIA LEGISLATIVE PRIORITY PACKETS. IN ADDITION, NAMI GEORGIA, INC., THE GEORGIA MUNICIPAL ASSOCIATION AND THE ASSOCIATION COUNTY COMMISSIONERS OF GEORGIA AND THE ASSOCIATION COUNTY COMMISSIONERS OF GEORGIA DEVELOPED THE "CIVIC DINNERS INITIATIVE" WHICH AIMS TO HELP COMMUNITIES HAVE HONEST AND PRODUCTIVE CONVERSATIONS OVER DINNER WITH A HOST AND 6-10 STATE AND LOCAL LEADERS AS GUESTS ABOUT THE FACTORS THAT CONTRIBUTE TO IMPROVING MENTAL HEALTH IN THEIR SPECIFIC COMMUNITIES. THIS INITIATIVE IS GEARED TOWARD PROMOTING POSITIVE MENTAL HEALTH AND THE MEANINGFUL SOLUTIONS THAT CAN REDUCE THE SOCIETAL COSTS OF UNTREATED MENTAL ILLNESS IN COMMUNITIES ACROSS GEORGIA. AFFILIATE DEVELOPMENT AND MEMBER RESOURCES: NAMI GEORGIA HAS A FULL-TIME EMPLOYEE WHO SUPPORTS VOLUNTEER AFFILIATE LEADERS THAT RUN 18 AFFILIATES ACROSS THE STATE. THESE VOLUNTEER AFFILIATE LEADERS RECEIVE LEADERSHIP TRAINING, FINANCE PROCEDURE GUIDANCE, MARKETING AID, GROUP DYNAMIC SKILLS TRAINING, AND RESOURCE RESEARCH THAT IS MADE AVAILABLE AT THE LOCAL LEVEL BY THE STATE NAMI GEORGIA OFFICE. LOCAL LEADERS ARE ALSO PROVIDED WITH WEEKLY UPDATES ON NATIONAL AND STATE LEGISLATIVE INITIATIVES, PROGRAM AND GRANT OPPORTUNITIES, AND BEST PRACTICES. FINALLY, NAMI GEORGIA ALSO ASSISTED AFFILIATES THROUGH THE RE-AFFILIATION PROCESS REQUIRED BY OUR NATIONAL ORGANIZATION. AS STATED EARLIER, NAMI GEORGIA RESPONDED TO 1,252 CALLS AND EMAILS THAT WERE MADE TO ITS RESOURCE/HELPLINE. IN ADDITION, ITS THREE WALKS UNDER THE NAMIWALKS PROGRAM RAISED A COMBINED 316,777, WITH 50% OF THE FUNDS RAISED BY THE NAMI AFFILIATES GOING BACK TO THE LOCAL COMMUNITIES. |
| FORM 990, PAGE 6, PART VI, LINE 6 | YES |
| FORM 990, PAGE 6, PART VI, LINE 7A | YES |
| FORM 990, PAGE 6, PART VI, LINE 7B | YES |
| FORM 990, PAGE 6, PART VI, LINE 11B | MANAGEMENT REVIEWS THE FORM 990 IN DETAIL AND THEN IT IS SENT TO THE ORGANIZATION'S FINANCE COMMITTEE TO REVIEW. THE FORMS ARE THEN SUBMITTED ON-LINE TO THE BOARD MEMBERS FOR THEIR REVIEW AND IS VOTED ON AT THE BOARD OF DIRECTOR'S MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | NAMI GEORGIA HAS A WRITTEN CONFLICT OF INTEREST POLICY FOR ITS MEMBERS AND EMPLOYEES. THESE FORMS ARE REQUIRED TO BE COMPLETED ANNUALLY. VENDORS ARE ALSO REVIEWED PERIODICALLY THROUGHOUT THE YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR COMPLETES A 360 EVALUATION WHICH IS SENT TO 30 INDIVIDUALS WHO RANGE FOR AFFILIATE LEADERS, BOARD OF DIRECTORS, FUNDERS PARTNERS AND KEY STAKEHOLDERS WHO REVIEW AND MAKE COMMENTS. THE 360 EVALUATION IS REVIEWED WITH THE PRESIDENT OF THE ORGANIZATION'S BOARD OF DIRECTORS AND THE PRESIDENT PRESENTS A RECOMMENDATION TO THE FINANCE COMMITTEE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS' VOTES ON THE COMPENSATION. IN 2017, AN AD HOC COMMITTEE WAS FORMED TO PERFORM RESEARCH AND PROVIDE DATA ON COMPARABLE SALARIES IN THE REGION/SIZE/NATURE OF ORGANIZATION. THE DATA WAS THEN PRESENTED TO THE FINANCE AND EXECUTIVE COMMITTEES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THERE IS NO COMPENSATION FOR BOARD MEMBERS UNLESS THEY ARE A STATE EDUCATION LEADER, IN WHICH THEY ARE COMPENSATED AT THE STANDARD PROGRAM FEE. COMPENSATION FOR STAFF IS SET BY THE EXECUTIVE DIRECTOR. |
| FORM 990, PAGE 6, PART VI, LINE 19 | NAMI GEORGIA MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AND ON ITS WEBSITE. |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR 1,214 910 0 PROFESSIONAL FEES 25,427 3,074 13,603 TRAINING SUBCONTRACTORS 384,763 0 0 TOTAL 411,404 3,984 13,603 |
| Software ID: | |
| Software Version: |