NAMI ROCHESTER NY INC (EIN 222797794) - 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

1987

Legal Domicile

Principal Officer

DONNA LEIGH-ESTES

Phone

5854231593

Tax Period

2025-01-01 to 2025-12-31

NAMI ROCHESTER NY INC, founded in 1987, is a small nonprofit that reported $411K in total revenue in fiscal year 2025. Expenses of $396K left a modest 4% surplus.

Mission

NAMI ROCHESTER'S MISSION IS TO PROVIDE SUPPORT, EDUCATION AND ADVOCACY TO INDIVIDUALS AND FAMILIES.

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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 $411,132

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $411,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,113

Fundraising Expenses $19,722

Program Expenses $332,924

Other Expenses $186,245

TOTAL EXPENSES $396,358

Year-over-Year Comparison

	2025	2024	Change
Revenue	$411,132	$397,128	+0.0%
Expenses	$396,358	$405,152	0.0%
Net Income	$14,774	$-8,024	-2.8%

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

325

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

$90,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL MURPHY	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MESSENGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT DAITZ	TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA BEACH	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE BOILY	MEMBER	1.00	Director	$0	$0	$0
JAMES D'AMICO	MEMBER	1.00	Director	$0	$0	$0
ISAAC JORDAN JR	MEMBER	1.00	Director	$0	$0	$0
JAMES GROSSMAN	MEMBER	1.00	Director	$0	$0	$0
RYAN THIBODEAU	MEMBER	1.00	Director	$0	$0	$0
WILLIAM PERUN JR	MEMBER	1.00	Director	$0	$0	$0
LISA WAINWRIGHT	MEMBER	1.00	Director	$0	$0	$0
REBECCA WARD	MEMBER	1.00	Director	$0	$0	$0
DONNA LEIGH-ESTES	EXECUTIVE DIRECTOR	40.00	Officer	$90,000	$0	$90,000

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	$411,132	$396,358	$700,910	$14,774
2024	No data	No data	No data	No data
2023	$497,013	$372,411	$545,518	$124,602
2022	$424,309	$547,842	$380,638	$-123,533
2021	$338,678	$469,092	$550,362	$-130,414
2020	$314,601	$300,195	$555,980	$14,406
2019	$261,398	$307,953	$513,829	$-46,555
2018	$302,510	$286,202	$516,392	$16,308

NAMI ROCHESTER NY INC