National Alliance on Mental Illness Of Sarasota County Inc
PO Box 1741
Sarasota FL 34230

NAMI Sarasota County will improve the lives of individuals with mental illness, their families and caregivers through support, education, awareness and advocacy.


CEO/Executive Director No Executive Director
Board Chair Patricia Mahoney-Zaehe
Board Chair Affiliation Retired
General Info
Organization DBA
NAMI Sarasota County
Former Names
Tax Exempt Status Public Supported Charity
Incorporation Year 1986
State Charitable Solicitations Permit Yes May 2018
State Registration Yes Jan 2018
Financial Summary
IRS Letter of Determination
IRS Letter of DeterminationView
Impact Statement

2016 Accomplishments:

Hired part-time program coordinator

Applied for and received first grant for $2,600

Launced a successful Giving Challenge Campaign and raised $35,000
Received first corporate sponsorship partnering with Vincent House 

Held one annual meeting & regular board meetings and various committee meetings

Established committee structure including: executive, communications and awareness, finance, & program & added outreach

Maintained membership at 84 and rising

Increased volunteer base from approximately 30 to 37 recording 4,088 volunteer hours

Gave or arranged speakers for a total of 29 presentations about NAMI and related topics to mental illness

Attended 57 community events raising awareness and reducing stigma associated with mental illness

Increased programs offered from one Family-to-Family class and two support groups to three Family-to-Family classes and 4 support groups (including one for consumers led by consumers)

Offered a Peer-to-Peer class for summer of 2016 with commitments with two peer trained facilitators & one resource person

Sent seven people to signature program trainings (4 for Family Support Group; 1 for Family-to-Family, 2 Connections Support Group)

Enlisted one consumer for the Board

Responded to 877 phone calls on NAMI warm line and emails
Created a website for our local affliate with 18,060 views
Maintained an active Facebook presence with 1,852 visits and 19,471 reaches 

2017 Goals

1) Organize and restructure affiliate policies and procedures, and develop a long-term plan based upon a committee structure in order to increase availability of NAMI Education and Support programs, community awareness and information around mental health to reduce stigma and advocate for a stronger mental health system.

2) Continue to offer two monthly Family Support Group meetings (Sarasota and Venice) for family members of adults living with severe mental illness.

3) Increase number of Family-to-Family classes offered to twice a year (Sarasota and Northport) for family members of adults living with severe mental illness.

4) Introduce additional NAMI programs geared towards adults living with severe mental illness such as Peer-to-Peer, In Our Own Voice & NAMI Connections which are all signature programs designed for the individuals with severe mental illness whereas the existing programs we currently offer are for their family members.

5) Increase the number of trained NAMI program volunteers in the community by 8-10 people.

All NAMI programs are confidential and free of charge.

Needs Statement

1) Office space/equipment: Provide a NAMI resource center with space for potential staff/volunteers to meet affiliate goals more effectively. $8,000/year (lease, office equipment)

2) Staff  Part time Clerical Support Staff: Assist the organization to meet the needs of the community through NAMI's signature programs $11,000/year; Fundraise for Executive Director for 2 to 3 years out.  

3) Training and Programs: Increase education and support services provided to the community by sending 8 to 10 volunteers to NAMI signature training programs to become teachers and support group facilitators, including those who live with severe mental illness as well as family members of individuals living with severe mental illness. $5,000 (travel, lodging, per diem, materials)

4) Outreach/Communications: Increase community awareness, outreach and information through continued development of an interactive website, media coverage, outreach to clergy/community groups, expert speakers, information booths at local events, registration costs and fees at local events, travel to conferences/events. 

Background Statement
Originally started in 1982 by the Spence family of Venice calling the organization "Families Together." Incorporating in 1984 calling itself "Families Together for Mental Health." In 1990 it became "Alliance for the Mentally Ill of Sarasota County." By 1997 all groups became identified as NAMI (National Alliance on Mental Illness) followed by the location. The mission remained constant dedicated to improving the quality of life for those affected by mental illness through advocacy, education, and support. There are many chapters in the State of Florida which are affiliated with the State Chapter and the National Organization. NAMI, the National Alliance on Mental Illness, is the nation’s largest grassroots mental health organization dedicated to building better lives for the millions of Americans affected by mental illness. What started as a small group of families gathered around a kitchen table in 1979 has blossomed into the nation's leading voice on mental health. Today, we are an association of hundreds of local affiliates, state organizations and volunteers who work in your community to raise awareness and provide support and education that was not previously available to those in need. NAMI relies on gifts and contributions to support our important work. NAMI has created several signature programs all offered free of charge to consumers (individuals with serious mental illness SMI) and family members of persons suffering with serious mental illness. The cornerstone of each programs is support, education and advocacy. NAMI organizations are the only non-profits to offer this vital service to not only its members but any community individual or family seeking its help. All programs are offered free and membership is not a prerequisite. 
Areas Served
Areas Served
FL- Sarasota
FL- Charlotte
FL- Manatee
FL- DeSoto
Areas Served Comments

We are technically Sarasota County which includes North Port, Venice, Osprey, Nokomis, Englewood.  Englewood is partially Sarasota County and Charlotte County. We have also served people from Arcadia (DeSoto County) & Bradenton (Manatee County). As fewer and fewer NAMI affiliates are surviving, people are going to where there is help available.  

Service Categories
Primary Org Type Mental Health & Crisis Intervention
Secondary Org Type Education
Tertiary Org Type Public & Societal Benefit
Statement from the Board Chair/Board President

NAMI, the nation’s largest grassroots mental health organization, is dedicated to building better lives for those affected by mental illness. The local affiliate, NAMI Sarasota County, has this fall (2015) begun a revitalization initiative.  We are currently focused on strengthening, expanding upon and adding to the NAMI signature support and education programs currently available to our community. As we strengthen our membership base and outreach, we expect early next year to include Advocacy, Public Policy and Fund Raising Activities to our portfolio. Our vision is to be one of the leading providers of Hope, Help and Recovery for those affected by mental illness in this community.  


Description Respond to phone calls, emails & facebook & in person inquiries regarding issues surrounding support, education and advocacy for individuals with serious mental illness and their family members.
Budget $5,000
Category Mental Health, Substance Abuse Programs, General/other Mental Disorders
Program Linked to Organizational Strategy Yes
Population Served Families Adults People/Families with of People with Disabilities
Short Term Success Offer information and referral about resources offered by NAMI and other community resources for individuals and families affected by serious mental illness. Budgeted cost includes a website that would enhance resources available to the community.  Website is now live since early 2016. Regular eblasts to membership and others regarding program/resource offerings through NAMI Sarasota.
Long Term Success Offer support groups, Family to Family classes to educate & provide a network of other family members that have a mutual understanding of what someone experiences with serious mental illness and how it impacts the family and community at large.
Program Success Monitoring NAMI Sarasota affiliate tracks number and type of emails and calls answered. Many who attend the family support group learn about the family education program (Family to Family), and go on to take the class, become advocates themselves in the community for increased awareness about mental illness, and volunteer with NAMI in order to increase outreach to the community and reduce stigma associated with mental illness. 
Program Success Examples Have formed two monthly support groups, one in Sarasota and one in Venice for family members with on-going participation from those seeking information and referral services.
Description Offer three family support groups on-going facilitated by trained leaders who have also been affected by serious mental illness in their own families. The groups meet and discuss their personal concerns and issues and seek support from others dealing with similar circumstances. 
Budget $2,500
Category Mental Health, Substance Abuse Programs, General/other Mental Disorders
Program Linked to Organizational Strategy Yes
Population Served Families People/Families with of People with Psychological Disabilities Adults
Short Term Success Provide support as stated in the mission of NAMI Sarasota to family members that are affected by serious mental illness. Expansion of two support groups to three for family members and have added a support group (Connections) for consumers with mental illness.
Long Term Success NAMI Family Support Groups serve to aid those who feel alone and anguished as they struggle to support their loved one with mental illness while learning to take care of themselves.A lessening of a sense of isolation in dealing with loved ones with serious mental illness. Some go onto become volunteers, trained facilitators, advocates in the community, and even board members. There is no other program in the community like NAMI that serves to provide this support to families. 
Program Success Monitoring Direct responses from participants that they are no longer feeling alone in the challenges of dealing with a loved one with mental illness and expression of appreciation for any resources and education garnered from participating in the support group. Many chose to go on to become volunteers in some capacity for NAMI Sarasota.
Program Success Examples Family members who move on to enroll in a Family to Family 12 week class to become educated on what is mental illness and the strategies for coping with mental illness in the family. Family members who obtain resources provided within the community to assist them in dealing with mental illness in their families.

A 12-session free course for family caregivers of individuals living with serious mental illness. The curriculum-based course covers a range of topics, including participants' emotional responses to the impact of mental illness on their lives, information about many of the major mental illnesses, research related to the biology of brain disorders, and information on the evidence-based treatments that are most effective in promoting recovery. Led by a two-person team of volunteer teachers, who themselves are family caregivers. Through a variety of skills-building exercises, participants gain empathy by understanding the subjective, lived experiences of a person with mental illness; learn new techniques for problem solving and communicating; acquire strategies for handling crises and relapses; learn methods for coping with anxiety; and receive guidance on locating services within the community. Teachers must participate in training learning to deliver the structured course curriculum.

Budget $3,600
Category Mental Health, Substance Abuse Programs, General/other
Program Linked to Organizational Strategy Yes
Population Served Families People/Families with of People with Psychological Disabilities Adults
Short Term Success
Family to Family Class: All NAMI education courses are formally evaluated upon completion of each class through written evaluations sent to the NAMI Florida office for review. Feedback received is either provided to the NAMI Sarasota affiliate and/or used at the state level for change.  
The main goal of these classes is that family members and friends of individuals living with severe mental illness feel a sense of empowerment along with new skills and tools to better help themselves and their ill family member. The 12-week course helps participants to better cope with periods of instability and crisis in the family.  Frequently the family member with mental illness has been hospitalized, incarcerated, has harmed himself or others, or/and is living at home and dependent on their families to care for them. In other circumstances the individual may be homeless or possibly their whereabouts are unknown. The NAMI education program is designed to be educational, and provides tools and strategies for the family to cope with these difficult situations along with feelings of powerlessness and guilt.  Our goal is to offer two class sessions rather than one per year.
Long Term Success Improvement in outcomes for the individuals with mental illness as their family support group becomes more equipped to help them in their recovery. Sometimes if recovery of the affected individual is not attained at least the family is better able to cope with the situation. 
Program Success Monitoring
Often family members who meet during these classes stay together as friends, communicate via social media and email. Many join the organization as volunteers, trained facilitators & board members or continue to advocate for their loved ones and others as part of NAMI. Class evaluations are collected by participants and reviewed for feedback and then sent on to NAMI Florida, the state chapter.
Program Success Examples Responses and feedback given to facilitators from participants how the class directly impacted their families ability to cope with and help their loved one with serious mental illness. Reduced stigma and isolation often associated with this disability which is the least understood by society as a whole. 
Program Comments by Organization We have added a Connection Consumer Support Group meeting bi-monthly and facilitated by peers who have undergone training. In addition we  offered a Peer-to-Peer 10 week class this year for consumers with mental illness also taught by consumers who are in recovery. This is an educational course that empowers the consumer to assist them on their path to recovery. NAMI has just started a Peer-to-Peer 10 week class for consumer education. Future programs will target school age children: Parents and Teachers as Allies & Educating the Next Generation. 
CEO/Executive Director
CEO/Executive Director No Executive Director
CEO Term Start 0
CEO/Executive Director Email N/A
Former CEOs/Executive Directors
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 1
Staff Retention Rate % N/A
Professional Development No
Contractors 0
Volunteers 37
Management Reports to Board N/A
CEO/Executive Director Formal Evaluation N/A
Senior Management Formal Evaluation N/A
Non-Management Formal Evaluation No
NAMI Sarasota collaborates with NAMI National and NAMI Florida as well as other affiliates within the State of Florida on various issues relating to support, education and advocacy for persons that suffer from serious mental illness and supports the families. NAMI Sarasota partners with Beneva Christian Church where a support group is held once per month. NAMI Sarasota collaborates with Mental Health Community Centers Inc.  NAMI Sarasota is attending and supporting The American Foundation for Suicide Prevention Out of Darkness Walk. NAMI Sarasota is participating in Church of the Palms community caregivers resource fair. Other organizations include, but are not limited to, the Dept. of Health and the Behavioral Health Consortium (consisting of 40+ organizations). Other organizations partnered with include but are not limited to the Sheriff & Police Departments, Sarasota Memorial Hospital, Freedom Christian Church and City Commissioner's Office & Vincent Academy.
Affiliate/Chapter of National Organization
National Alliance for the Mentally Ill (NAMI)1990
External Assessments and Accreditations
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Fundraising Plan Yes
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures No
Management Comments by Organization We have just hired our first staff: a part-time Program Coordinator/info & referral coordinator as we are growing our program offerings including additional Family-to-Family classes, starting a Connections Consumer Support Group meeting bi-monthly & offering a Peer-to-Peer 10 education class summer 2016. The board is still a very much a volunteer working board but hiring a part-time staff person to assist in the program area is enabling the board to continue to grow the organization.
Other Documents
Board Chair
Board Chair Patricia Mahoney-Zaehe
Company Affiliation Retired
Board Term Mar 2017 to Mar 2020
Board Chair Email
Board Members
Board Members
Maurene Freedman Board Member at Large
Debra Jones Treasurer
Charles Kenniff Sarasota County Sherrif's Department, Officer
Patricia Mahoney-Zaehe Community Vounteer
Bob Piper Retired
Marty Remis Secretary
Tracey Rzepka MS ARNP PMHNPSoBeWellCare
Linda Stone PhDCommunity Health Centers of Sarasota County
Doreen Sutherland Community Vounteer
Barbara Wulf Board Member at Large
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 2
Female 8
Unspecified 0
Board Term Lengths 3
Board Term Limits 2
Board Orientation No
Number of Full Board Meetings Annually 12
Board Meeting Attendance % 87
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Program / Program Planning
Communications / Promotion / Publicity / Public Relations
Strategic Planning / Strategic Direction
Community Outreach / Community Relations
Governance Comments by Organization

The Board had challenges in 2013 and 2014 and the beginning of 2015 with dwindling board participation. A new group of 8 board members has been elected on Sept. 15, 2015 and re-electing 3 of the past board members. We elected all new leadership on the executive committee comprised of a President, Vice-President, Secretary and Treasurer with formal job descriptions. We also created "rules of the game" at the first board meeting which requires active participation by all board members through requirement to be on one or more of our committees as a prerequisite to remain on the board. Attendance at board meetings is required unless otherwise excused. We are in the process of reworking our bylaws and are in the process of developing our strategic plan (short, medium and long-term). We are required to hold an annual meeting open to all membership affording the membership an opportunity to be informed and voice an opinion on their concerns and ideas in a public fashion. Approval of the board members and budget also takes place at the annual meeting. It is almost as if the organization is starting over except that some programs were maintained during this time but not to the fullest potential. The new Board is intent on revitalizing the organization and growing the organization with the goal of providing more programs to families and individuals in need who are affected by serious mental illness. Currently we have added a new board member who is a consumer of mental health services. We lost a few board members with a net difference of losing one seat and our searching for that replacement. The board is currently working on our plans and policies to more effectively govern the organization and fulfill our mission statement.

Fiscal Year Projections
Fiscal Year Start Month Jan
Fiscal Year Start Day 01
Fiscal Year Begins 2017
Fiscal Year End Month Dec
Fiscal Year End Day 31
Fiscal Year Ends 2017
Projected Revenue $39,500.00
Projected Expenses $49,170.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Audit/Financial Documents
Historical Financial Review
Expense Allocation
Fiscal Year201620152014
Program Expense$19,051$2,758$2,982
Administration Expense$6,371$2,304$0
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses2.584.385.91
Program Expense/Total Expenses75%54%100%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$75,307$35,173$3,372
Current Assets$75,307$35,173$3,372
Long-Term Liabilities$0$0$0
Current Liabilities$60$42$0
Total Net Assets$75,247$35,131$3,372
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountContributions, gifts, grants $62,786Contributions, gifts, grants $20,598Contributions, gifts, grants $17,040
Second Highest Funding Source & Dollar AmountMembership Dues $2,754Membership Dues $1,581Membership Dues $583
Third Highest Funding Source & Dollar Amount0 $00 $00 $0
CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities1255.12837.45--
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization We have applied and been awarded our first grant from the Sarasota Community Foundation to be applied towards training for facilitators and materials for our Education classes, Family-to-Family and Peer-to-Peer. The organization participated in the On-Line Giving Challenge this past September 2016 raising 35,000 and is planning other fundraising events in an effort to sustain and grow.
Financial Comments by Foundation Financial information taken from Federal 990-EZ.  Contributions include foundation and corporate support as they are not separately stated on the tax return.
Nonprofit National Alliance on Mental Illness Of Sarasota County Inc
Address PO Box 1741
Sarasota, FL 34230
Phone 941 376-9361