NAMI ATHENS OHIO (EIN 311543181) - 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

1997

Legal Domicile

Principal Officer

ADRIENNE NAGY

Tax Period

2023-01-01 to 2023-12-31

NAMI ATHENS OHIO, founded in 1997, is a micro nonprofit in the Human Services sector that reported $71K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $87K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR ALL PERSONS WITH A SEVERE MENTAL ILLNESS AND TO SUPPORT THEIR FAMILIES AND ADVOCATE FOR THEM

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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 $69,837

Program Service Revenue $0

Investment Income $342

Other Revenue $552

TOTAL REVENUE $70,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,437

Fundraising Expenses $0

Program Expenses $87,324

Other Expenses $24,887

TOTAL EXPENSES $87,324

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,731	$47,286	+0.5%
Expenses	$87,324	$66,027	+0.3%
Net Income	$-16,593	$-18,741	-0.1%

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

$57,873

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTH RUSSELL	PRESIDENT	3	Officer Director	$0	$0	$0
MARIA MODAYIL	VICE PRESIDENT	2	Officer Director	$0	$0	$0
K STRICKLAND	SECRETARY	2	Officer Director	$0	$0	$0
CARLOS WALKER	TREASURER	3	Officer Director	$0	$0	$0
ADRIENNE NAGY	DIRECTOR	1	Director	$0	$0	$0
ANDREA FROHNE	DIRECTOR	1	Director	$0	$0	$0
ANNE WALKER	DIRECTOR	1	Director	$0	$0	$0
BRANDON LIAS	DIRECTOR	1	Director	$0	$0	$0
TINA TRIMMER	EXEC DIRECTOR	25	Key Emp	$51,296	$0	$51,296
JORDAN PEPPER	EXEC DIRECTOR	25	Key Emp	$6,577	$0	$6,577

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	$70,731	$87,324	$95,679	$-16,593
2022	$47,286	$66,027	$117,127	$-18,741
2021	$86,330	$64,778	$132,645	$21,552
2020	$95,282	$54,550	$112,228	$40,732
2019	$42,829	$63,392	$72,195	$-20,563
2018	$41,493	$41,192	$91,281	$301

NAMI ATHENS OHIO