NAMI Summit County

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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

1979

Legal Domicile

Phone

3302521188

Tax Period

2024-01-01 to 2024-12-31

NAMI Summit County, founded in 1979, is a small nonprofit that reported $280K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $913K represent 39 months of operating reserves.

Mission

NAMI Summit County seeks to improve the quality of life for families and individuals who are impacted by mental illness through support, education and advocacy.

Program Service Accomplishments

Program 1

Expenses: $86,613

Outreach and Education - NAMI Summit County provides a variety of support group meetings and education programs to assist consumers and their families cope with mental illness. NAMI Summit County has also begun a digital marketing program through various social media outlets to help spread awareness. Support meetings are held both weekly and monthly for family and client support. The Family to Family class graduated 52 people and the Peer to Peer class graduated 5 people during 2024. NAMI presenters to the Crisis Intervention Team classes performed 18 presentations to healthcare students, police and fire departments, EMS workers, civic organizations and churches during 2024.

Program 2

Expenses: $49,044

Reedy Housewarming provides new, basic household items to those persons with serious mental health conditions who are transitioning from homelessness, group living, or incaration, and have recovered to be able to live independently. During 2024 the Reedy Housewarming program provided 171 people with basic household items to assist them to live independently.

Program 3

Expenses: $31,948

Creative Kids - NAMI Summit County sponsors and funds children with mental health risks to attend various programs to help mental health, including karate, music programs and gymnastics. During 2024...

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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 $157,269

Program Service Revenue $0

Investment Income $15,364

Other Revenue $106,982

TOTAL REVENUE $279,615

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $85,242

Fundraising Expenses $25,544

Program Expenses $226,312

Other Expenses $200,090

TOTAL EXPENSES $290,832

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,615	$257,222	+0.1%
Expenses	$290,832	$252,224	+0.2%
Net Income	$-11,217	$4,998	-3.2%

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

120

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Schwartz	Trustee	2.00	Director	$0	$0	$0
Steven Wagner	Treasurer	2.00	Officer Director	$0	$0	$0
Joe Gentile	Vice President	1.00	Officer Director	$0	$0	$0
Robert Hunt	President	10.00	Officer Director	$0	$0	$0
Danelle Hupp	Trustee	2.00	Director	$0	$0	$0
Rebecca Roberts Martin	Trustee	1.00	Director	$0	$0	$0
Leslie ONeal	Secretary	1.00	Officer Director	$0	$0	$0
Helen Reedy	Trustee	2.00	Director	$0	$0	$0
Naomi House	Trustee	1.00	Director	$0	$0	$0
Alison Breaux	Trustee	1.00	Director	$0	$0	$0
Kevin Baldie	Trustee	1.00	Director	$0	$0	$0
Anne Base	Trustee	0.50	Director	$0	$0	$0
Tammy Kaylor	Trustee	0.50	Director	$0	$0	$0
Michael Montgomery	Trustee	0.50	Director	$0	$0	$0
Laura Swinsburg	Trustee	0.50	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	$279,615	$290,832	$988,385	$-11,217
2023	$257,222	$252,224	$982,844	$4,998
2021	$230,013	$162,633	$697,718	$67,380
2020	$204,153	$152,314	$562,894	$51,839
2018	$204,419	$190,204	$495,867	$14,215