NAMI JUNEAU (EIN 311765419) - 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

2000

Legal Domicile

Principal Officer

DEBBIE FAGNANT

Phone

9074634251

Tax Period

2023-07-01 to 2024-06-30

NAMI JUNEAU, founded in 2000, is a small nonprofit in the Mental Health sector that reported $769K in total revenue in fiscal year 2023. Expenses of $669K left a modest 13% surplus.

Mission

THE MISSION OF NAMI JUNEAU, THE LOCAL AFFILIATE OF THE NATIONAL ALLIANCE ON MENTAL ILLNESS, IS TO PROVIDE ADVOCACY, EDUCATION, SUPPORT, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AFFECTED BY MENTAL ILLNESS CAN BUILD BETTER LIVES.

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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 $730,628

Program Service Revenue $23,333

Investment Income $0

Other Revenue $14,809

TOTAL REVENUE $768,770

Expense Breakdown

Grants Paid $25,753

Salaries & Benefits $428,803

Fundraising Expenses $0

Program Expenses $583,251

Other Expenses $214,906

TOTAL EXPENSES $669,462

Year-over-Year Comparison

	2023	2022	Change
Revenue	$768,770	$744,838	+0.0%
Expenses	$669,462	$694,488	0.0%
Net Income	$99,308	$50,350	+1.0%

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

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

$92,399

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON SURMA	EXECUTIVE DI	40.00	Officer	$89,708	$2,691	$92,399
DEBBIE FAGNANT	PRESIDENT	5.00	Officer Director	$0	$0	$0
BETSY BRENNEMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
AMELIA HANRAHAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MIM EIBEN	TREASURER	1.00	Officer Director	$0	$0	$0
ALYSON CURREY	TRUSTEE	1.00	Director	$0	$0	$0
CRYSTAL JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
DARRIN KELLY	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
SARAH NIECKO	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2024	$768,770	$669,462	$397,418	$99,308
2023	$744,838	$694,488	$302,715	$50,350
2022	$659,113	$665,358	$247,131	$-6,245
2021	$666,640	$530,113	$253,193	$136,527
2020	$207,900	$192,343	$125,369	$15,557

NAMI JUNEAU