NAMI MONTGOMERY COUNTY OHIO

EIN: 311202912 501(c)(3)

DAYTON, OH

Total Revenue
$207,499
Total Expenses
$188,126
Total Assets
$83,057
Net Assets
$61,800
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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
1988
Principal Officer
JODI JACKSON
Phone
9372993667
Tax Period
2023-01-01 to 2023-12-31

NAMI MONTGOMERY COUNTY OHIO, founded in 1988, is a small nonprofit that reported $207K in total revenue in fiscal year 2023. Expenses of $188K left a modest 9% surplus.

Mission

THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) IS THE NATION'S LARGEST GRASSROOTS MENTAL HEALTH ORGANIZATION, ESTABLISHED IN 1979 FOR MENTAL HEALTH CLIENTS AND THEIR FAMILIES AS A SELF-HELP ORGANIZATION DEDICATED TO PROVIDING SUPPORT, EDUCATION AND ADVOCACY TO ANYONE AFFECTED BY PERSISTENT BIOLOGICALLY BASED BRAIN DISORDERS OR MENTAL ILLNESSES. NAMI-MONTGOMERY COUNTY IS A CHAPTER OF NAMI OHIO JOINING AROUND 60 OTHER STATE AFFILIATES. THE STATE COALITION REPRESENTS AN IMPORTANT LINK IN EFFORTS TO IMPROVE THE QUALITY OF LIFE FOR THOSE WITH MENTAL ILLNESS BY IMPLEMENTING AND INTEGRATING SERVICES AND POLICIES DETERMINED AT THE NATIONAL LEVEL

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $206,434
Program Service Revenue $1,065
Investment Income $0
Other Revenue $0
TOTAL REVENUE $207,499

Expense Breakdown

Grants Paid $0
Salaries & Benefits $123,006
Fundraising Expenses $20,142
Program Expenses $111,366
Other Expenses $65,120
TOTAL EXPENSES $188,126

Year-over-Year Comparison

2023 2022 Change
Revenue $207,499 N/A N/A
Expenses $188,126 N/A N/A
Net Income $19,373 N/A N/A
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

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Governance

Voting Members
12
Independent Members
N/A
Employees
3
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
15
$64,000
Total Directors
15
$64,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REBECCA HALL EXECUTIVE DI 40.00
Officer Director
$64,000 $0 $64,000
LAUREN BODY BOARD MEMBER N/A
Officer Director
$0 $0 $0
COURTNEY DITMER BOARD MEMBER N/A
Officer Director
$0 $0 $0
JAMIE GEE BOARD MEMBER N/A
Officer Director
$0 $0 $0
ROBIN GRIFFIN BOARD MEMBER N/A
Officer Director
$0 $0 $0
KATIE HURLEY BOARD MEMBER N/A
Officer Director
$0 $0 $0
JODI JACKSON PRESIDENT N/A
Officer Director
$0 $0 $0
JOHN KELLER TREASURER N/A
Officer Director
$0 $0 $0
DR CLEAVON MATTHEWS BOARD MEMBER N/A
Officer Director
$0 $0 $0
CATHERINE MORRIS BOARD MEMBER N/A
Officer Director
$0 $0 $0
ROGER REEB BOARD MEMBER N/A
Officer Director
$0 $0 $0
TERESA RUSSELL VICE PRESIDE N/A
Officer Director
$0 $0 $0
PATTY TACKETT BOARD MEMBER N/A
Officer Director
$0 $0 $0
LINDA TROUTMAN BOARD MEMBER N/A
Officer Director
$0 $0 $0
RON VALERIN BOARD MEMBER N/A
Officer Director
$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 No data No data No data No data
2023 $207,499 $188,126 $83,057 $19,373
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