NAMI OF PA MONTGOMERY COUNTY (EIN 233072123) - 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

1997

Legal Domicile

Principal Officer

CHRISTINE STUTMAN

Phone

2153617784

Tax Period

2024-07-01 to 2025-06-30

NAMI OF PA MONTGOMERY COUNTY, founded in 1997, is a small nonprofit in the Mental Health sector that reported $559K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $503K left a modest 10% surplus.

Mission

IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS THROUGH SUPPORT, EDUCATION, ADVOCACY AND AWARENESS.

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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 $527,319

Program Service Revenue $0

Investment Income $48,297

Other Revenue $-16,620

TOTAL REVENUE $558,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,702

Fundraising Expenses $99,709

Program Expenses $269,655

Other Expenses $207,689

TOTAL EXPENSES $503,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$558,996	$407,689	+0.4%
Expenses	$503,391	$431,882	+0.2%
Net Income	$55,605	$-24,193	-3.3%

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

$132,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM VANHORN	PRESIDENT	12.00	Officer Director	$0	$0	$0
DEANNA FASON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
STUART FORMAN	TREASURER	5.00	Officer Director	$0	$0	$0
JESSICA FENCHEL	SECRETARY	5.00	Officer Director	$0	$0	$0
KATIE CONLEY	BOARD MEMBER	1.50	Director	$0	$0	$0
NEEN DAVIS	BOARD MEMBER	1.50	Director	$0	$0	$0
ALISON GONTOWSKI	BOARD MEMBER	1.50	Director	$0	$0	$0
ED LEVINE	BOARD MEMBER	1.50	Director	$0	$0	$0
BETH MILTON	BOARD MEMBER	1.50	Director	$0	$0	$0
TIFFANY POTTINGER-SUTTON	BOARD MEMBER	1.50	Director	$0	$0	$0
SANDY TODT	BOARD MEMBER	1.50	Director	$0	$0	$0
ROBERT WENGER	BOARD MEMBER	1.50	Director	$0	$0	$0
MATT WILKOV	BOARD MEMBER	1.50	Director	$0	$0	$0
CHRISTINE STUTMAN	EXECUTIVE DIRECTOR	40.00	Officer	$132,998	$0	$132,998

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	$558,996	$503,391	$1,816,365	$55,605
2024	$407,689	$431,882	$1,464,653	$-24,193
2023	$435,012	$437,849	$1,387,681	$-2,837
2022	$479,701	$389,479	$1,306,952	$90,222
2021	$469,478	$354,211	$1,256,518	$115,267
2020	$432,198	$336,373	$996,654	$95,825
2018	$328,856	$290,900	$800,150	$37,956

NAMI OF PA MONTGOMERY COUNTY