NAMI West Central Indiana Inc (EIN 351707937) - 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

1987

Legal Domicile

Principal Officer

Carol Ott

Tax Period

2023-01-01 to 2023-12-31

NAMI West Central Indiana Inc, founded in 1987, is a small nonprofit that reported $538K in total revenue in fiscal year 2023. Expenses of $505K left a modest 6% surplus.

Mission

Advocate for support, effective treatment and education for individuals and families affected by mental illness in our community

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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 $554,241

Program Service Revenue $0

Investment Income $2,162

Other Revenue $-18,887

TOTAL REVENUE $537,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $402,272

Fundraising Expenses $0

Program Expenses $344,084

Other Expenses $102,600

TOTAL EXPENSES $504,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$537,516	N/A	N/A
Expenses	$504,900	N/A	N/A
Net Income	$32,616	N/A	N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly Illingworth	Board Member	1.00	Director	$0	$0	$0
Karla Sigo	Board Member	1.00	Director	$0	$0	$0
Ann Loomis	Board Member	1.00	Director	$0	$0	$0
Amanda Wade	Board Member	1.00	Director	$0	$0	$0
Tiffany Seekri	Board Member	0.00	Director	$0	$0	$0
Ken McCammon	Board Member	1.00	Director	$0	$0	$0
Ashlie Tislow	Board Member	1.00	Director	$0	$0	$0
Brian Donley	Board Member	1.00	Director	$0	$0	$0
Thea Strand	Board Member	1.00	Director	$0	$0	$0
Loretta Barker	Board Member	1.00	Director	$0	$0	$0
Christina Devine	Treasurer	2.00	Officer Director	$0	$0	$0
Carol Ott	President	5.00	Officer Director	$0	$0	$0
Julianne Stout	Vice President	2.00	Officer Director	$0	$0	$0
Susan Kersey	Secretary	2.00	Officer Director	$0	$0	$0
Sheri Moore	Executive Director	40.00	Highest	$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	No data	No data	No data	No data
2023	$537,516	$504,900	$259,343	$32,616
2022	$222,757	$228,011	$226,173	$-5,254
2021	$208,798	$164,491	$231,427	$44,307

NAMI West Central Indiana Inc