NAMI KEYSTONE PENNSYLVANIA (EIN 251477291) - 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

1983

Legal Domicile

Principal Officer

CHRISTINE MICHAELS

Phone

4123663788

Tax Period

2024-07-01 to 2025-06-30

NAMI KEYSTONE PENNSYLVANIA, founded in 1983, is a community nonprofit in the Mental Health sector that reported $3.9M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS) KEYSTONE PA'S MISSION IS TO IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS THROUGH RECOVERY FOCUSED SUPPORT, EDUCATION, AND ADVOCACY.

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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 $2,947,790

Program Service Revenue $868,109

Investment Income $2,053

Other Revenue $90,098

TOTAL REVENUE $3,908,050

Expense Breakdown

Grants Paid $977,784

Salaries & Benefits $1,938,516

Fundraising Expenses $92,753

Program Expenses $3,162,254

Other Expenses $893,234

TOTAL EXPENSES $3,809,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,908,050	$2,974,185	+0.3%
Expenses	$3,809,534	$2,783,574	+0.4%
Net Income	$98,516	$190,611	-0.5%

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

$170,075

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN ERNEY	DIRECTOR	2.00	Director	$0	$0	$0
NEEN DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
KATHY TESTONI	PRESIDENT	2.00	Officer Director	$0	$0	$0
JACK CAHALANE PHD	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE HOTTENSTEIN CPA	TREASURER	2.00	Officer Director	$0	$0	$0
SUSHMA CHARMA	DIRECTOR	2.00	Director	$0	$0	$0
CHERIE BRUMMANS	SECRETARY	2.00	Officer Director	$0	$0	$0
CHARMA DUDLEY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE GERWICK MBA	DIRECTOR	2.00	Director	$0	$0	$0
LOUISE KAY WOODSIDE	DIRECTOR	2.00	Director	$0	$0	$0
KIM MATHOS	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE MICHAELS	CEO	40.00	Officer	$141,396	$28,679	$170,075
DEBBIE FERENCE	COO	40.00	Highest	$122,929	$29,377	$152,306

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	$3,908,050	$3,809,534	$2,607,580	$98,516
2024	No data	No data	No data	No data
2023	$2,475,279	$2,296,383	$1,806,605	$178,896
2022	$1,867,559	$1,725,093	$1,358,850	$142,466
2021	$1,772,009	$1,792,819	$1,080,552	$-20,810
2020	$1,777,653	$1,823,696	$1,108,349	$-46,043
2019	$2,147,822	$1,902,232	$1,157,725	$245,590

NAMI KEYSTONE PENNSYLVANIA