NAMI Clark Greene and Madison Counties (EIN 311301239) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

Erica Picklesimon

Phone

9373225600

Tax Period

2024-07-01 to 2025-06-30

NAMI Clark Greene and Madison Counties, founded in 1991, is a small nonprofit in the Mental Health sector that reported $456K in total revenue in fiscal year 2024.

Mission

NAMI Clark, Greene and Madison Counties is a grass roots education support and advocacy organization founded to offer hope to all affected by mental illness.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $453,913

Program Service Revenue $0

Investment Income $0

Other Revenue $2,566

TOTAL REVENUE $456,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $292,948

Fundraising Expenses $0

Program Expenses $370,605

Other Expenses $152,434

TOTAL EXPENSES $445,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,479	$470,831	0.0%
Expenses	$445,382	$406,634	+0.1%
Net Income	$11,097	$64,197	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$58,793

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Dugger	President	2.00	Officer Director	$0	$0	$0
Katherine Kloimwieder	Treasurer	2.00	Officer Director	$0	$0	$0
Evan Curtin	Trustee	2.00	Director	$0	$0	$0
Jody Arnold	Trustee	2.00	Director	$0	$0	$0
Abby Glaser	Trustee	2.00	Director	$0	$0	$0
Nichole Worthington	Trustee	2.00	Director	$0	$0	$0
Erica Picklesimon	Executive Director	40.00	Officer	$58,793	$0	$58,793

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	$456,479	$445,382	$295,824	$11,097
2024	No data	No data	No data	No data
2023	$570,452	$538,484	$210,143	$31,968
2022	$415,011	$401,492	$183,933	$13,519
2021	$395,516	$205,377	$167,480	$190,139
2020	$383,001	$381,170	$117,600	$1,831
2019	$374,713	$372,037	$105,914	$2,676
2018	$372,358	$377,803	$101,557	$-5,445

NAMI Clark Greene and Madison Counties