NAMI OHIO

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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

1983

Legal Domicile

Principal Officer

LUKE RUSSELL

Phone

6142242700

Tax Period

2024-07-01 to 2025-06-30

NAMI OHIO, founded in 1983, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $4.3M left a modest 10% surplus.

Mission

THE AGENCY PROVIDES MUTUAL SUPPORT, EDUCATION, AND ADOVACACY TO IMPROVE THE QUALITY OF LIFE, ENSURE DIGNITY AND RESPECT FOR PERSONS WITH SERIOUS BRAIN DISORDERS, AND TO SUPPORT THEIR FAMILIES THROUGH THEIR WORK OF ITS MEMBERS AND NEARLY 60 LOCAL AFFILIATES.

Program Service Accomplishments

Program 1

Expenses: $4,250,176

PAC - NAMI IS THE STATE'S COORDINATOR FOR THE PARENT ADVOCACY CONNECTION (PAC), A STATEWIDE ADVOCACY PROGRAM DEVELOPED IN CONCERT WITH THREE OTHER ADVOCACY ORGANIZATIONS WITH THE PURPOSE OF PROVIDING INDIVIDUAL ADVOCACY TO FAMILIES SERVED BY THE PUBLIC MENTAL HEALTH SYSTEM. PAC IS A CRITICAL COMPONENT OF THE ACCESS TO BETTER CARE INITIATIVE WHICH IS DESIGNED TO MEET THE BEHAVIORAL HEALTH NEEDS OF THE CHILDREN IN OHIO WHO ARE AT RISK FOR OUT OF HOME PLACEMENT OR WHOSE PARENTS MIGHT OTHERWISE HAVE TO RELINQUISH CUSTODY OF THEIR CHILDREN IN ORDER TO QUALIFY FOR INTENSIVE TREATMENT SERVICES. AS THE PROJECT COORDINATOR, NAMI'S RESPONSIBILITIES INCLUDE RECRUITING AND SCREENING APPLICATIONS OF POTENTIAL ADVOCATES, PROVIDING EXTENSIVE TRAINING TO PARENT ADVOCATES, AND OVERSEEING ALL FISCAL RESPONSIBILITIES. CURRENTLY, NAMI OVERSEES 10 REGIONAL ADVOCATES AND 197 PARENT ADVOCATES.

Program 2

CHILDREN'S PROGRAMS - CHILDREN'S PROGRAMS INCLUDE A VARIETY OF DIFFERENT PROGRAMS AND INITIATIVES. HAND TO HAND IS AN EDUCATIONAL PROGRAM DESIGNED TO FOSTER LEARNING, HEALING AND EMPOWERMENT AMONG...

CHILDREN'S PROGRAMS - CHILDREN'S PROGRAMS INCLUDE A VARIETY OF DIFFERENT PROGRAMS AND INITIATIVES. HAND TO HAND IS AN EDUCATIONAL PROGRAM DESIGNED TO FOSTER LEARNING, HEALING AND EMPOWERMENT AMONG PARENTS AND FAMILIES OF CHILDREN WITH EMOTIONAL/MENTAL/NEUROBIOLOGICAL DISORDERS. NAMI OHIO COORDINATES TWO ANNUAL MASTER TRAINING TO TRAIN A TOTAL OF 30 NEW HAND TO HAND TRAINERS. OTHER CHILDREN'S INITIATIVES INCLUDE WORK WITH CUSTODY RELINQUISHMENT, JUVENILE JUSTICE, ANNUAL CHILDREN'S CONFERENCES, AND OTHER ADVISORY GROUPS RELATED TO CHILDREN.

Program 3

ADULT PROGRAMMING - ADULT PROGRAMS INCLUDE A VARIETY OF DIFFERENT PROGRAM AND INITIATIVES. FAMILY TO FAMILY IS AN EDUCATIONAL PROGRAM DESIGNED TO TEACH THE KNOWLEDGE AND SKILLS THAT FAMILY MEMBERS...

ADULT PROGRAMMING - ADULT PROGRAMS INCLUDE A VARIETY OF DIFFERENT PROGRAM AND INITIATIVES. FAMILY TO FAMILY IS AN EDUCATIONAL PROGRAM DESIGNED TO TEACH THE KNOWLEDGE AND SKILLS THAT FAMILY MEMBERS NEED TO COPE MORE EFFECTIVELY. NAMI OHIO COORDINATES TWO ANNUAL MASTER TRAININGS TO TRAIN A TOTAL OF 40 NEW FAMILY TO FAMILY INSTRUCTORS. OTHER ADULT INITIATIVES INCLUDE CUSTOMIZED TRAINING FOR CLINICIANS, EDUCATORS, UNIVERSITIES AND THE COMMUNITY AT LARGE AND TRAINING SUPPORT GROUP FACILITATORS TO PROVIDE SUPPORT GROUPS TO SHARE COPING STRATEGIES AND INSIGHTS, AS WELL AS PROBLEMS AND CONCERNS.

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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 $4,381,014

Program Service Revenue $287,505

Investment Income $37,633

Other Revenue $0

TOTAL REVENUE $4,706,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,250,176

Other Expenses $4,250,176

TOTAL EXPENSES $4,250,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,706,152	$3,480,000	+0.4%
Expenses	$4,250,176	$3,605,926	+0.2%
Net Income	$455,976	$-125,926	-4.6%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ETTA ALMON	TRUSTEE	N/A	Director	$0	$0	$0
JUDGE JOYCE CAMPBELL	TRUSTEE	N/A	Director	$0	$0	$0
KAREN COUSINS	TRUSTEE	N/A	Director	$0	$0	$0
LOVELL CUSTARD	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANDREA FROHNE	TRUSTEE	N/A	Director	$0	$0	$0
JULIE HAMMOND	TRUSTEE	N/A	Director	$0	$0	$0
JESSICA HARTMAN	SECRETARY	N/A	Officer Director	$0	$0	$0
DONNA HECK	2ND VICE PRE	N/A	Officer Director	$0	$0	$0
MARCIA KNAPP	TRUSTEE	N/A	Director	$0	$0	$0
PEGGY LOMAX	TRUSTEE	N/A	Director	$0	$0	$0
NICHOLE MACKNIGHT	TRUSTEE	N/A	Director	$0	$0	$0
JAMISON MARTINEZ	TRUSTEE	N/A	Director	$0	$0	$0
ERIC MCKEE	TRUSTEE	N/A	Director	$0	$0	$0
MACKENZIE VARKULA MD	TRUSTEE	N/A	Director	$0	$0	$0
TIM MEYERS	TRUSTEE	N/A	Director	$0	$0	$0
QUENTIN MONDEN	TRUSTEE	N/A	Director	$0	$0	$0
CATHERINE MORRIS	TRUSTEE	N/A	Director	$0	$0	$0
LORI D'ANGELO PHD	TRUSTEE	N/A	Director	$0	$0	$0
JANET POLZER	TRUSTEE	N/A	Director	$0	$0	$0
JENNY SCHONING	TRUSTEE	N/A	Director	$0	$0	$0
JACK SHERMAN	1ST VICE PRE	N/A	Officer Director	$0	$0	$0
DOUG SMITH	TRUSTEE	N/A	Director	$0	$0	$0
BOB SPADA	TRUSTEE	N/A	Director	$0	$0	$0
LINDA STAGLES	TRUSTEE	N/A	Director	$0	$0	$0
TOM STANDISH	TREASURER	N/A	Officer Director	$0	$0	$0
ANNE WALKER	TRUSTEE	N/A	Director	$0	$0	$0
GLORIA WALKER	TRUSTEE	N/A	Director	$0	$0	$0
VALERIE WALKER	TRUSTEE	N/A	Director	$0	$0	$0
LUKE RUSSELL	EXECUTIVE DI	N/A	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
2025	$4,706,152	$4,250,176	$4,190,372	$455,976
2024	$3,480,000	$3,605,926	$3,100,000	$-125,926
2023	$3,512,522	$3,353,978	$3,243,765	$158,544
2022	$3,004,656	$2,793,365	$2,813,025	$211,291
2021	$2,864,792	$2,612,439	$2,775,577	$252,353
2020	$1,961,257	$1,831,319	$2,355,778	$129,938
2019	$2,061,681	$1,902,964	$1,872,203	$158,717
2018	$2,070,455	$2,015,325	$1,556,929	$55,130