NATIONAL ASSOCIATION FOR THE DUALL… - Form 990 Financial Data

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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

1983

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED, founded in 1983, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 129% from the prior year, signaling strong growth momentum.

Mission

TO ADVANCE MENTAL HEALTH WELLNESS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES THROUGH THE PROMOTION OF EXCELLENCE IN MENTAL HEALTH CARE.

Program Service Accomplishments

Program 1

CONFERENCE AND CONVENTIONS: SPONSOR REGIONAL, NATIONAL AND OTHER CONFERENCES AND WEBINARS. ADDITIONALLY, NADD CO-SPONSOR CONFERENCES, SYMPOSIA AND OTHER TRAINING DEVELOPMENT PROGRAMS WITH...

CONFERENCE AND CONVENTIONS: SPONSOR REGIONAL, NATIONAL AND OTHER CONFERENCES AND WEBINARS. ADDITIONALLY, NADD CO-SPONSOR CONFERENCES, SYMPOSIA AND OTHER TRAINING DEVELOPMENT PROGRAMS WITH GOVERNMENTAL AND PRIVATE NOT FOR PROFIT ORGANIZATIONS.

Program 2

CONSULTATIONS: NADD PROVIDES STATE-OF-THE-ART CONSULTATION AND TRAINING TO AGENCIES, ORGANIZATIONS AND GOVERNMENT ENTITIES ACROSS A BROAD SPECTRUM OF ISSUES IN PERSONS WITH DUAL DIAGNOSES. NADD'S...

CONSULTATIONS: NADD PROVIDES STATE-OF-THE-ART CONSULTATION AND TRAINING TO AGENCIES, ORGANIZATIONS AND GOVERNMENT ENTITIES ACROSS A BROAD SPECTRUM OF ISSUES IN PERSONS WITH DUAL DIAGNOSES. NADD'S AREAS OF EXPERTISE INCLUDE, DIAGNOSIS AND ASSESSMENT, RESEARCH, COUNSELING AND THERAPHY, DRUG THERAPY, PROGRAM MODELS, RESIDENTIAL SERVICES, OFFENDERS, STAFF TRAINING, SOCIAL AND SEXUAL ISSUES, SYNDROMES, ADMINISTRATION AND SYSTEMS, AGING AND ENVIRONMENTAL HEALTH. NADD'S NETWORK OF EXPERTS CAN ANALYYZE AND ASSIST ORGANIZATIONS IN THE DEVELOPMENT OF PROGRAMS, TREATMENTS AND SUPPORTS TO BETTER SERVE THEIR CLIENTS.

Program 3

ACCREDITATION AND CERTIFICATION: ACCREDITATION FOR PROGRAMS SERVING INDIVIDUALS WITH A DUAL DIAGNOSIS AND COMPETENCY BASED CERTIFICATION OF INDIVIDUALS PROVIDING CARE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $680,833

Program Service Revenue $920,246

Investment Income $2,988

Other Revenue $26,519

TOTAL REVENUE $1,630,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $425,972

Fundraising Expenses $162,798

Program Expenses $0

Other Expenses $1,204,597

TOTAL EXPENSES $1,630,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,630,586	$711,995	+1.3%
Expenses	$1,630,569	$851,494	+0.9%
Net Income	$17	$-139,499	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Juanita St Croix BSc	Vice President	Director	$0	$0	$0
Bruce Davis PhD	President	Officer Director	$0	$0	$0
Ray Snyder MBA	Secretary	Director Key Emp	$0	$0	$0
Tony Thomas LISW-S ACSW	Treasurer	Officer Director	$0	$0	$0
Jana Dreyzehner MD	Board Member	Director	$0	$0	$0
MacDonald Metzger	Board Member	Director	$0	$0	$0
Timothy Barksdale PsyD	Board Member	Director	$0	$0	$0
Gabriela Severino	Board Member	Director	$0	$0	$0
Brian Tallant LPC	Board Member	Director	$0	$0	$0
Peggie Webb MA	Board Member	Director	$0	$0	$0
Jim Wiltz PhD	Board Member	Director	$0	$0	$0
Jenise Woolf	Board Member	Director	$0	$0	$0
Jeanne Farr	CEO	Key Emp	$0	$0	$0
Jerry Hoffert MBA	CFO	Key Emp	$0	$0	$0
Carly Winnie	COO	Key Emp	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,630,586	$1,630,569	$361,934	$17
2022	$711,995	$851,494	$263,959	$-139,499
2021	$699,180	$651,572	$323,057	$47,608
2020	$774,163	$731,477	$272,477	$42,686
2020	$831,396	$763,837	$279,725	$67,559
2019	$892,512	$968,689	$328,663	$-76,177
2018	$775,304	$789,008	$336,415	$-13,704

NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED