NAMI SAN DIEGO (EIN 330122462) - 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

1978

Legal Domicile

Principal Officer

CATHRYN NACARIO

Phone

8586346580

Tax Period

2024-07-01 to 2025-06-30

NAMI SAN DIEGO, founded in 1978, is a mid-sized nonprofit in the Unknown sector that reported $16.2M in total revenue in fiscal year 2024. Expenses of $15.2M left a modest 6% surplus.

Mission

support, educate, and advocate for individuals impacted by mental illness in San Diego and Imperial Counties.

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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 $13,492,628

Program Service Revenue $2,613,690

Investment Income $75,028

Other Revenue $-23,772

TOTAL REVENUE $16,157,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,226,154

Fundraising Expenses $339,821

Program Expenses $12,693,459

Other Expenses $5,961,830

TOTAL EXPENSES $15,187,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,157,574	$15,075,187	+0.1%
Expenses	$15,187,984	$14,430,030	+0.1%
Net Income	$969,590	$645,157	+0.5%

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

203

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

$596,055

Total Directors

$132,135

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHRYN NACARIO	CEO	40.00	Officer	$185,922	$10,204	$196,126
SUSAN SKUBE	COO	40.00	Officer	$133,606	$13,893	$147,499
SHANE STAHL	CFO	40.00	Officer Director	$125,462	$6,673	$132,135
CURTIS OCHOCKI	CDO	40.00	Officer	$107,307	$12,988	$120,295
JUDI LEE HOLDER	DIRECTOR	40.00		$101,894	$10,204	$112,098
ELIZABETH LASERNA KIMBLE	DIRECTOR	40.00		$102,811	$5,798	$108,609
NICOLE PABON	DIRECTOR	40.00		$101,379	$35	$101,414
ERICA SALCUNI	Director	3.00	Director	$0	$0	$0
JEFF GERING	Director	3.00	Director	$0	$0	$0
NATALIA ESCOBAR WALSH PHD	Director	3.00	Director	$0	$0	$0
FAIZA WARSAME	Director	3.00	Director	$0	$0	$0
ALFREDO AGUIRRE	Director	3.00	Director	$0	$0	$0
AARON CARR	Treasurer	3.00	Officer Director	$0	$0	$0
KATHLEEN LANG	Director	3.00	Director	$0	$0	$0
SCOTT KANE	Director	3.00	Director	$0	$0	$0
YULIANA GALLEGOS-RODRIGUEZ PHD	Director	3.00	Director	$0	$0	$0
MATTHEW DIX	Director	3.00	Director	$0	$0	$0
GEORGE SCOLARI	Director	3.00	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	$16,157,574	$15,187,984	$9,869,172	$969,590
2024	$15,075,187	$14,430,030	$7,806,724	$645,157
2023	$12,855,737	$12,331,113	$5,200,798	$524,624
2022	$11,623,166	$10,528,783	$3,973,878	$1,094,383
2021	$10,039,282	$9,916,421	$2,950,876	$122,861
2020	$7,952,010	$7,912,808	$2,788,054	$39,202
2019	$6,518,078	$6,637,877	$2,431,698	$-119,799
2018	$6,374,404	$6,413,474	$2,518,155	$-39,070

NAMI SAN DIEGO