NAMI WESTSIDE LA (EIN 262118750) - 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

2007

Legal Domicile

Principal Officer

BERN GALVIN

Phone

3108897200

Tax Period

2024-07-01 to 2025-06-30

NAMI WESTSIDE LA, founded in 2007, is a community nonprofit in the Mental Health sector that reported $1.5M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 11% operating deficit.

Mission

NAMI WESTSIDE LA'S MISSION IS TO SUPPORT, EDUCATE, PROVIDE ADVOCACY, AND RESEARCH TO PROMOTE RECOVERY AND WELLNESS AROUND MENTAL ILLNESS.

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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 $1,439,270

Program Service Revenue $0

Investment Income $38,903

Other Revenue $25

TOTAL REVENUE $1,478,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $943,520

Fundraising Expenses $172,276

Program Expenses $988,292

Other Expenses $698,149

TOTAL EXPENSES $1,641,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,478,198	$1,623,839	-0.1%
Expenses	$1,641,669	$1,500,910	+0.1%
Net Income	$-163,471	$122,929	-2.3%

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

$223,517

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DORIT HARONI	CO-CHAIR	1.00	Officer Director	$0	$0	$0
SHEILA CARTER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
SARAH HAUFRECT	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT HARDT	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE FERGUSON	DIRECTOR	1.00	Director	$0	$0	$0
LANETTA WAHLGREN	DIRECTOR	1.00	Director	$0	$0	$0
SHARON KASH	DIRECTOR	1.00	Director	$0	$0	$0
ERIN RAFTERY-RYAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$185,000	$38,517	$223,517

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	$1,478,198	$1,641,669	$1,630,820	$-163,471
2024	No data	No data	No data	No data
2023	$1,131,680	$940,682	$1,562,266	$190,998
2023	$1,132,029	$952,105	$1,564,261	$179,924
2022	$1,078,268	$595,995	$1,366,401	$482,273
2021	$856,851	$1,024,413	$909,273	$-167,562
2020	$307,980	$457,102	$1,036,386	$-149,122
2019	$1,157,767	$252,641	$1,176,869	$905,126
2018	$187,291	$127,709	$280,024	$59,582

NAMI WESTSIDE LA