NAMI-FINGERLAKESINC (EIN 204938856) - 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

Principal Officer

SANDRA SORENSEN

Phone

6072882460

Tax Period

2025-01-01 to 2025-12-31

NAMI-FINGERLAKESINC is a small nonprofit in the Mental Health sector that reported $104K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. Expenses of $120K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE SUPPORT, EDUCATION AND ADVOCACY FOR FAMILY MEMBERS AND FRIENDS OF PEOPLE LIVING WITH MENTAL HEALTH CONDITIONS. PROVIDES MENTAL HEALTH EDUCATION PROGRAMS FOR ADULTS AND THE GENERAL PUBLIC.

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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 (2025)

Revenue Breakdown

Contributions & Grants $57,662

Program Service Revenue $455

Investment Income $2,425

Other Revenue $43,312

TOTAL REVENUE $103,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,739

Fundraising Expenses $0

Program Expenses $119,620

Other Expenses $28,881

TOTAL EXPENSES $119,620

Year-over-Year Comparison

	2025	2024	Change
Revenue	$103,854	$119,980	-0.1%
Expenses	$119,620	$105,973	+0.1%
Net Income	$-15,766	$14,007	-2.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KASSANDRA BAILEY	MEMBER	2.00	Director	$0	$0	$0
ARYEAL JACKSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
HOWARD REID	TREASURER	3.00	Officer Director	$0	$0	$0
MEGGIN ROSE	VICE PRESIDE	3.75	Officer Director	$0	$0	$0
SUZANNE SCHOLTZEN	MEMBER	1.25	Director	$0	$0	$0
JONI SPIELHOLZ	MEMBER	2.00	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
2025	$103,854	$119,620	$166,351	$-15,766
2024	No data	No data	No data	No data
2023	$114,597	$97,162	$169,184	$17,435
2022	$55,679	$47,607	$151,313	$8,072
2021	$91,885	$55,887	$143,325	$35,998
2020	$58,222	$41,638	$112,124	$16,584

NAMI-FINGERLAKESINC