NAMI OF ERIE COUNTY PENNSYLVANIA

EIN: 251630714 501(c)(3) Mental Health

ERIE, PA

Total Revenue
$634,616
Total Expenses
$568,674
Total Assets
$817,649
Net Assets
$767,839
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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
1984
Legal Domicile
PA
Principal Officer
WENDY JACOBS
Phone
8144561773
Tax Period
2022-07-01 to 2023-06-30

NAMI OF ERIE COUNTY PENNSYLVANIA, founded in 1984, is a small nonprofit in the Mental Health sector that reported $635K in total revenue in fiscal year 2022. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $569K left a modest 10% surplus.

Mission

NAMI OF PENNSYLVANIA, ERIE COUNTY AFFLIIATE (THE ORGANIZATION) WAS ESTABLISHED IN 1984 TO ADDRESS THE INCREASING NEED FOR FAMILIES AND INDIVIDUALS TO HAVE A STONGER VOICE IN THE MENTAL HEALTH SYSTEM. OFTEN, PARENTS WHO HAVE CHILDREN WITH MENTAL ILLNESS FIND THEMSELVES BATTLING SEVERAL BARRIERS SUCH AS STIGMA, CONFUSION OVER MEDICAL ADVICE, AND LACK OF SUPPORT FOR THE FAMILY UNIT. HOWEVER, NAMI OF ERIE COUNTY ATTEMPTS TO EASE THE STRUGGLE FOR PARENTS BY OFFERING MENTAL HEALTH EDUCATION AND SUPPORT.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $611,034
Program Service Revenue $0
Investment Income $10,310
Other Revenue $13,272
TOTAL REVENUE $634,616

Expense Breakdown

Grants Paid $0
Salaries & Benefits $261,746
Fundraising Expenses $100,937
Program Expenses $347,246
Other Expenses $306,928
TOTAL EXPENSES $568,674

Year-over-Year Comparison

2022 2021 Change
Revenue $634,616 $370,277 +0.7%
Expenses $568,674 $458,172 +0.2%
Net Income $65,942 $-87,895 -1.8%
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

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Governance

Voting Members
9
Independent Members
9
Employees
10
Volunteers
9

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
4
$33,893
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT ZARUTA ESQ PRESIDENT 1.00
Officer Director
$0 $0 $0
NATHAN ROSS VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MOLLY REICHARD SECRETARY 1.00
Officer Director
$0 $0 $0
MATTHEW LASHER BOARD MEMBER 1.00
Director
$0 $0 $0
TIFFANY GONZALEZ BOARD MEMBER 1.00
Director
$0 $0 $0
GUY SHELDON BOARD MEMBER 1.00
Director
$0 $0 $0
MATHEW SIPPLE BOARD MEMBER 1.00
Director
$0 $0 $0
ANDREW DYLEWSKI TREASURER 1.00
Director
$0 $0 $0
CYNTHIA VIVERALLI BOARD MEMBER 1.00
Director
$0 $0 $0
WENDY JACOBS EXECUTIVE DIRECTOR 40.00
Officer
$33,538 $355 $33,893
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 $634,616 $568,674 $817,649 $65,942
2022 $370,277 $458,172 $705,533 $-87,895
2021 $620,652 $507,035 $858,846 $113,617
2020 $587,382 $528,544 $697,465 $58,838
2019 $590,422 $499,962 $628,178 $90,460
2018 $442,496 $334,151 $538,388 $108,345
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