NAMI MID-OHIO (EIN 273448885) - 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

2001

Legal Domicile

Principal Officer

HOLLY NOVAK

Phone

7408151767

Tax Period

2023-07-01 to 2024-06-30

NAMI MID-OHIO, founded in 2001, is a small nonprofit in the Human Services sector that reported $562K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $621K exceeded revenue, resulting in a 11% operating deficit.

Mission

NAMI MID-OHIO ENVISIONS A FUTURE WHERE INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL HEALTH CONDITIONS RECEIVE THE SUPPORT , EDUCATION AND ADVOCACY THEY NEED TO LEAD FULFILLING LIVES FREE FROM STIGMA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $545,380

Program Service Revenue $0

Investment Income $16,322

Other Revenue $0

TOTAL REVENUE $561,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $410,177

Fundraising Expenses $30,805

Program Expenses $431,087

Other Expenses $211,161

TOTAL EXPENSES $621,338

Year-over-Year Comparison

	2023	2022	Change
Revenue	$561,702	$718,502	-0.2%
Expenses	$621,338	$638,689	0.0%
Net Income	$-59,636	$79,813	-1.7%

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

$11,058

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY FLEENOR	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
COLIN MCGINNIS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MATT MUMMA	TREASURER	1.00	Officer Director	$0	$0	$0
REBECCA BARBEAU	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH CRACE	TRUSTEE	1.00	Director	$0	$0	$0
MATT FISHER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL FLORES	TRUSTEE	1.00	Director	$0	$0	$0
STUART JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID PETRILL	TRUSTEE	1.00	Director	$0	$0	$0
HOLLY NOVAK	EXECUTIVE DIRECTOR	40.00	Officer	$11,058	$0	$11,058

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	$561,702	$621,338	$260,235	$-59,636
2023	$744,409	$638,689	$308,397	$105,720
2022	$486,337	$485,391	$193,220	$946
2021	$455,114	$386,174	$204,421	$68,940

NAMI MID-OHIO