NAMI-GREATER CLEVELAND (EIN 202254268) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

KATHERINE H JENKINS

Phone

2168750266

Tax Period

2024-01-01 to 2024-12-31

NAMI-GREATER CLEVELAND, founded in 2005, is a community nonprofit in the Mental Health sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 8% surplus.

Mission

NAMI-GREATER CLEVELAND IS DEDICATED TO EMPOWERING PERSONS AFFECTED BY MENTAL ILLNESS, AND THEIR FAMILY MEMBERS, TO ACHIEVE A BETTER QUALITY OF LIFE BY PROVIDING THEM WITH MUTUAL SUPPORT, PRACTICAL INFORMATION, REFERRAL, ADVOCACY AND EDUCATIONAL RESOURCES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $972,764

Program Service Revenue $19,559

Investment Income $97,857

Other Revenue $12,913

TOTAL REVENUE $1,103,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $715,465

Fundraising Expenses $75,771

Program Expenses $841,730

Other Expenses $295,199

TOTAL EXPENSES $1,010,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,103,093	$1,028,617	+0.1%
Expenses	$1,010,664	$977,640	+0.0%
Net Income	$92,429	$50,977	+0.8%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$112,443

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE H JENKINS	EXECUTIVE DI	40.00	Officer	$112,443	$0	$112,443
BRANDON BAKER	DIRECTOR	1.00	Director	$0	$0	$0
MIRIT BALKAN	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA BANKS	FORMER DIREC	1.00	Director	$0	$0	$0
EMILY BLAHA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CIPPOLA	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY BULLOCK DAUGHERTY	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN EPSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA FRAZIER	FORMER DIREC	1.00	Director	$0	$0	$0
ANYCIA GRADY	DIRECTOR	1.00	Director	$0	$0	$0
NORA HENNESSY	DIRECTOR	1.00	Director	$0	$0	$0
KIM JAWORSKI	DIRECTOR	1.00	Director	$0	$0	$0
COLBY KRAHE	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY MANDAK	DIRECTOR	1.00	Director	$0	$0	$0
JEFFERY G MEYERS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RICE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BRIAN ROOF	DIRECTOR	1.00	Director	$0	$0	$0
ERICA STARRFIELD	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL SVOBODA	DIRECTOR	1.00	Director	$0	$0	$0
MACKENZIE VARKULA	SECRETARY	1.00	Officer Director	$0	$0	$0

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
2024	$1,103,093	$1,010,664	$1,325,742	$92,429
2023	$1,028,617	$977,640	$1,234,585	$50,977
2022	$1,129,016	$713,751	$1,164,676	$415,265
2021	$742,432	$718,308	$747,069	$24,124
2020	$669,145	$579,500	$716,871	$89,645
2019	$715,082	$572,844	$628,789	$142,238
2018	$634,196	$547,250	$488,242	$86,946

NAMI-GREATER CLEVELAND