NAMI Coastal Virginia (EIN 237086575) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

Susannah Uroskie

Phone

7574992041

Tax Period

2024-07-01 to 2025-06-30

NAMI Coastal Virginia, founded in 2001, is a micro nonprofit that reported $64K in total revenue in fiscal year 2019. Expenses of $61K left a modest 4% surplus.

Mission

Education and support for persons with mental illness.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $325,697

Program Service Revenue $5,638

Investment Income $0

Other Revenue $0

TOTAL REVENUE $331,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,643

Fundraising Expenses $83,464

Program Expenses $113,660

Other Expenses $118,259

TOTAL EXPENSES $229,902

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,335	$265,690	+0.2%
Expenses	$229,902	$163,482	+0.4%
Net Income	$101,433	$102,208	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Susannah Uroskie	President	7.00	Officer Director	$0	$0	$0
Max Willey	Vice President	3.00	Officer Director	$0	$0	$0
Al Payne	Treasurer	3.00	Officer Director	$0	$0	$0
Kirstyn Andino	Secretary	3.00	Officer Director	$0	$0	$0
Kay Ashby	Director	2.00	Officer Director	$0	$0	$0
Caitlyn Brotherton	Director	2.00	Director	$0	$0	$0
Erica Brown-Meredith	Director	2.00	Director	$0	$0	$0
Jen Novotny	Director	2.00	Director	$0	$0	$0
Ray Shively	Director	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	No data	No data	No data	No data
2025	$331,335	$229,902	$506,178	$101,433
2024	$265,690	$163,482	$424,914	$102,208
2023	$184,328	$93,457	$276,522	$90,871
2022	$123,865	$97,671	$176,045	$26,194
2021	$107,034	$66,041	$149,851	$40,993
2020	$63,853	$61,490	$108,748	$2,363

NAMI Coastal Virginia