NAMI Mercer NJ Inc (EIN 222587453) - 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

1984

Legal Domicile

Principal Officer

Janet Haag

Phone

6097998994

Tax Period

2024-01-01 to 2024-12-31

NAMI Mercer NJ Inc, founded in 1984, is a small nonprofit that reported $568K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

We serve as a local affiliate of the National Alliance on Mental Illness in NJ's Capital region. We listen, lead, educate, and advocate, empowering families and individuals affected by mental illness to build lives of quality and respect free of stigma and discrimination.

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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 $556,235

Program Service Revenue $0

Investment Income $10,795

Other Revenue $656

TOTAL REVENUE $567,686

Expense Breakdown

Grants Paid $0

Salaries & Benefits $289,936

Fundraising Expenses $99,590

Program Expenses $380,549

Other Expenses $262,182

TOTAL EXPENSES $552,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$567,686	$488,874	+0.2%
Expenses	$552,118	$475,539	+0.2%
Net Income	$15,568	$13,335	+0.2%

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

150

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

$115,844

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janet M Haag	Executive Dir.	40.00	Officer	$115,844	$0	$115,844
Lauren Agoratus	Director	1.00	Director	$0	$0	$0
George DiFerdinando	Director	1.00	Director	$0	$0	$0
Courtney Davis	Director	1.00	Director	$0	$0	$0
Robert Hedden	Director	1.00	Director	$0	$0	$0
Jason LaViscount	Treasurer	1.00	Officer Director	$0	$0	$0
Olive Joseph Giles	Director	1.00	Director	$0	$0	$0
Karen Marquis	Vice President	1.00	Officer Director	$0	$0	$0
Madeline Monheit	Secretary	3.00	Officer Director	$0	$0	$0
Jared B Oberweis	President	2.00	Officer Director	$0	$0	$0
Stephanie M McCarthy	Director	1.00	Director	$0	$0	$0
Mary Michael	Director	1.00	Director	$0	$0	$0
Thomas H Pyle	Director	1.00	Director	$0	$0	$0
Michelle Santoro	Director	1.00	Director	$0	$0	$0
Robin Li	Director	1.00	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
2024	$567,686	$552,118	$631,899	$15,568
2023	$488,874	$475,539	$593,338	$13,335
2022	$398,621	$428,612	$556,716	$-29,991
2021	$523,902	$408,400	$619,514	$115,502
2020	$419,370	$376,297	$491,663	$43,073
2019	$434,112	$395,131	$418,836	$38,981
2018	$406,835	$424,480	$352,235	$-17,645

NAMI Mercer NJ Inc