NAMI OF GREATER WHEELING INC (EIN 272764151) - 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

2010

Legal Domicile

Principal Officer

ELIZABETH COSMIDES

Phone

3042388277

Tax Period

2024-01-01 to 2024-12-31

NAMI OF GREATER WHEELING INC, founded in 2010, is a small nonprofit in the Mental Health sector that reported $629K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $552K left a modest 12% surplus.

Mission

TO PROVIDE SERVICES AND SUPPORT TO MENTAL HEALTH CONSUMERS AND THEIR FAMILIES.

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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 $607,152

Program Service Revenue $0

Investment Income $14,530

Other Revenue $6,962

TOTAL REVENUE $628,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $325,690

Fundraising Expenses $0

Program Expenses $545,602

Other Expenses $226,717

TOTAL EXPENSES $552,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$628,644	$664,272	-0.1%
Expenses	$552,407	$500,985	+0.1%
Net Income	$76,237	$163,287	-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

Total Directors

$74,435

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE GOMEZ	EXECUTIVE DIRECTOR	040.00	Director	$74,435	$0	$74,435
KELLY SELLERS	DIRECTOR	001.00	Director	$0	$0	$0
NICHOLAS COCHRAN	DIRECTOR	001.00	Director	$0	$0	$0
LEIGH HUGGINS	DIRECTOR	001.00	Director	$0	$0	$0
GERALD LOFSTEAD	DIRECTOR	001.00	Director	$0	$0	$0
BONNIE CONAWAY	DIRECTOR	001.00	Director	$0	$0	$0
KIMBERLY HENDERSON	DIRECTOR	001.00	Director	$0	$0	$0
JOELLE MORAY	DIRECTOR	001.00	Director	$0	$0	$0
BROOKE HULL	DIRECTOR	001.00	Director	$0	$0	$0
ERIN ROXBY	PRESIDENT	001.00	Officer	$0	$0	$0
ELIZABETH GRAMBY	VICE PRESIDENT	001.00	Officer	$0	$0	$0
ELIZABETH COSMIDES	TREASURER	001.00	Officer	$0	$0	$0
BENJAMIN DOBKIN	SECRETARY	001.00	Officer	$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
2024	$628,644	$552,407	$646,514	$76,237
2023	$664,272	$500,985	$570,247	$163,287
2022	$353,011	$335,035	$407,098	$17,976
2021	$307,473	$238,148	$388,415	$69,325
2020	$334,225	$218,718	$320,291	$115,507
2019	$246,121	$272,692	$204,475	$-26,571
2018	$288,001	$222,503	$230,969	$65,498

NAMI OF GREATER WHEELING INC