NAMI OF SOUTHWEST OHIO C/O MARK VERRATTI (EIN 310998076) - 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

1979

Legal Domicile

Principal Officer

MARK VERRATTI

Phone

5133513500

Tax Period

2023-01-01 to 2023-12-31

NAMI OF SOUTHWEST OHIO C/O MARK VERRATTI, founded in 1979, is a small nonprofit in the Mental Health sector that reported $531K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $473K left a modest 11% surplus.

Mission

PROVIDE EDUCATION, SUPPORT AND ADVOCACY TO THOSE AFFECTED BY 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 (2023)

Revenue Breakdown

Contributions & Grants $556,418

Program Service Revenue $0

Investment Income $15,073

Other Revenue $-40,987

TOTAL REVENUE $530,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,154

Fundraising Expenses $78,596

Program Expenses $348,141

Other Expenses $202,606

TOTAL EXPENSES $472,760

Year-over-Year Comparison

	2023	2022	Change
Revenue	$530,504	$456,144	+0.2%
Expenses	$472,760	$386,480	+0.2%
Net Income	$57,744	$69,664	-0.2%

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

160

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

$75,091

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK VERRATTI	PRESIDENT	1.00	Officer	$0	$0	$0
ROBERT FISCHER	VICE-PRESIDE	1.00	Officer	$0	$0	$0
MICHELLE MAEGLY	SECRETARY	1.00	Officer	$0	$0	$0
KYRA MURPHY	TREASURER	1.00	Officer	$0	$0	$0
FABIANO G NERY MD PHD	DIRECTOR	1.00	Director	$0	$0	$0
EUGENE BLALOCK JR	DIRECTOR	1.00	Director	$0	$0	$0
JEFF MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
RHYANNE MCDADE PHD CHES	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE HARPER	EXECUTIVE DI	40.00	Officer	$75,091	$0	$75,091

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	No data	No data	No data	No data
2023	$530,504	$472,760	$731,517	$57,744
2022	$456,144	$386,480	$601,225	$69,664
2021	$460,670	$390,016	$591,215	$70,654
2020	$389,383	$374,911	$502,672	$14,472
2019	$325,464	$343,098	$447,013	$-17,634
2018	$380,345	$348,202	$418,299	$32,143

NAMI OF SOUTHWEST OHIO C/O MARK VERRATTI