NAMI OF ERIE COUNTY PENNSYLVANIA

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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

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 AFFILIATE WAS ESTABLISHED TO ADDRESS THE INCREASING NEED FOR FAMILIES AND INDIVIDUALS TO HAVE A STRONGER VOICE IN THE MENTAL HEALTH SYSTEM.

Program Service Accomplishments

Program 1

Expenses: $347,246

MENTAL HEALTH WELLNESS TRAINING

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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 (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

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

$33,893

Total Directors

Key Employees

Highest Compensated

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