NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY INC (EIN 133077692) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

MAGGIE G MORTALI

Phone

2126843365

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY INC, founded in 1982, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $5.3M left a modest 6% surplus.

Mission

TO HELP INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS BUILD BETTER LIVES THROUGH EDUCATION, SUPPORT, AND ADVOCACY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,171,827

Program Service Revenue $497,226

Investment Income $23,674

Other Revenue $-102,804

TOTAL REVENUE $5,589,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,310,029

Fundraising Expenses $443,288

Program Expenses $4,210,312

Other Expenses $1,961,387

TOTAL EXPENSES $5,271,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,589,923	$3,872,619	+0.4%
Expenses	$5,271,416	$4,982,181	+0.1%
Net Income	$318,507	$-1,109,562	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

330

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$232,489

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACY HELFSTEIN	CHAIR	1.00	Officer Director	$0	$0	$0
SAM SCHWARTZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
COLLEEN LAURIA	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDY MONSHAW	TREASURER	1.00	Officer Director	$0	$0	$0
MYRNA CHAO	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CONDELLES	DIRECTOR	1.00	Director	$0	$0	$0
KIM CRAMER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DENATALE	DIRECTOR	1.00	Director	$0	$0	$0
MITUL DESAI	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON FABIAN	DIRECTOR	1.00	Director	$0	$0	$0
CINDY HELEN BREA	DIRECTOR	1.00	Director	$0	$0	$0
GREG LEVETO	DIRECTOR	1.00	Director	$0	$0	$0
SARA MELTZER	DIRECTOR	1.00	Director	$0	$0	$0
JOSH NEREN	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE PONTE	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SCHUR SCALETTAR	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD SPILKO	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SPITZER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE TENZYK	DIRECTOR	1.00	Director	$0	$0	$0
JASON THOMPKINS	DIRECTOR	1.00	Director	$0	$0	$0
DREW TRAIN	DIRECTOR	1.00	Director	$0	$0	$0
SEAN YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
NATASHA BOWMAN	DIRECTOR TO 7/2024	1.00	Director	$0	$0	$0
AMANDA FIALK	DIRECTOR TO 7/2024	1.00	Director	$0	$0	$0
DAVID SHAPIRO	DIRECTOR TO 7/2024	1.00	Director	$0	$0	$0
ANITA HILL SANDS	DIRECTOR TO 7/2024	1.00	Director	$0	$0	$0
D'ANNA KEINAN	DIRECTOR TO 7/2024	1.00	Director	$0	$0	$0
STEVE NADEL	DIRECTOR TO 9/2024	1.00	Director	$0	$0	$0
MATT DEMASI	DIRECTOR TO 5/2025	1.00	Director	$0	$0	$0
MATT KUDISH	FMR EXECUTIVE DIRECTOR TO 4/2025	40.00	Officer	$214,588	$17,901	$232,489
MAGGIE G MORTALI	EXECUTIVE DIRECTOR FROM 4/2025	40.00	Officer	$0	$0	$0
LYNNETTE VERGES	CHIEF OPERATING OFFICER	40.00	Highest	$161,499	$15,136	$176,635
DOROTHY STEELE	DIRECTOR OF DEVELOPMENT	40.00	Highest	$186,674	$12,113	$198,787
JENNIFER RERES	DIRECTOR OF MKTING & COMM	40.00	Highest	$116,336	$14,305	$130,641
RACHAEL STEIMNITZ	FMR DIR WORKPLACE MENTAL HEALTH	40.00	Highest	$124,796	$18,430	$143,226
KAREN VARANO	DIRECTOR OF PGMS & SVCS	40.00	Highest	$100,293	$15,077	$115,370

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,589,923	$5,271,416	$9,688,769	$318,507
2024	$3,872,619	$4,982,181	$9,587,449	$-1,109,562
2023	$3,885,006	$4,492,758	$10,835,215	$-607,752
2022	$4,780,221	$3,708,180	$4,465,988	$1,072,041
2021	$3,431,472	$2,286,408	$3,164,877	$1,145,064
2020	$2,676,907	$2,105,689	$2,179,600	$571,218
2019	$2,219,913	$2,025,446	$1,371,592	$194,467
2018	$1,718,083	$1,834,907	$1,141,347	$-116,824

NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY INC