NAMI of Richland County Ohio (EIN 341967529) - 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

2001

Legal Domicile

Principal Officer

Aubrie Hall

Phone

4195226264

Tax Period

2024-07-01 to 2025-06-30

NAMI of Richland County Ohio, founded in 2001, is a small nonprofit in the Mental Health sector that reported $264K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $240K left a modest 9% surplus.

Mission

Our mission is to improve the quality of life, ensure dignity and respect for persons with mental illness, and to support their families.

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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 $260,492

Program Service Revenue $0

Investment Income $8,036

Other Revenue $-4,081

TOTAL REVENUE $264,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,204

Fundraising Expenses $20,451

Program Expenses $198,056

Other Expenses $59,808

TOTAL EXPENSES $240,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,447	$242,446	+0.1%
Expenses	$240,012	$216,763	+0.1%
Net Income	$24,435	$25,683	0.0%

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

$65,230

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aubrie Hall	Executive Dir.	40.00	Officer	$65,230	$0	$65,230
Joe Jerger	President	2.00	Officer Director	$0	$0	$0
Jim Kulig	Vice President	2.00	Officer Director	$0	$0	$0
Jennifer Broderick	Director	2.00	Director	$0	$0	$0
Kelly Duffey-Evans	Director	2.00	Director	$0	$0	$0
Todd Friend	Director	2.00	Director	$0	$0	$0
Michelle Moritz	Director	2.00	Director	$0	$0	$0
Sue Malaska	Director	2.00	Director	$0	$0	$0
Jeff Parton	Director	2.00	Director	$0	$0	$0
J Mark Perry	Director	2.00	Director	$0	$0	$0
Katie Reitler	Director	2.00	Director	$0	$0	$0
Antwan Woods	Director	2.00	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	$264,447	$240,012	$254,843	$24,435
2024	$242,446	$216,763	$228,845	$25,683
2023	$170,907	$174,090	$199,930	$-3,183
2022	$172,470	$130,607	$205,409	$41,863
2021	$161,677	$120,474	$166,719	$41,203
2020	$146,923	$130,182	$125,756	$16,741
2019	$141,657	$111,979	$108,806	$29,678

NAMI of Richland County Ohio