OAKLAWN FOUNDATION FOR MENTAL HEALTH IN

EIN: 356060037 501(c)(3)

GOSHEN, IN

Total Revenue
$919,804
Total Expenses
$958,896
Total Assets
$5,748,206
Net Assets
$5,362,376
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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
1966
Legal Domicile
IN
Principal Officer
LAURIE N NAFZIGER
Phone
5745331234
Tax Period
2024-07-01 to 2025-06-30

OAKLAWN FOUNDATION FOR MENTAL HEALTH IN, founded in 1966, is a small nonprofit that reported $920K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Net assets of $5.4M represent 70 months of operating reserves.

Mission

TO PROVIDE COMMUNITY AWARENESS OF THE NEEDS OF THE MENTALLY ILL AND TO PROVIDE EDUCATIONAL AND [CONTINUE FROM PART I, LINE 1] FINANCIAL SUPPORT FOR THE PROGRAMS AND SERVICES OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $834,281
Program Service Revenue $0
Investment Income $147,356
Other Revenue $-61,833
TOTAL REVENUE $919,804

Expense Breakdown

Grants Paid $952,495
Salaries & Benefits $0
Fundraising Expenses $6,401
Program Expenses $952,495
Other Expenses $6,401
TOTAL EXPENSES $958,896

Year-over-Year Comparison

2024 2023 Change
Revenue $919,804 $1,644,338 -0.4%
Expenses $958,896 $810,840 +0.2%
Net Income $-39,092 $833,498 -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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Governance

Voting Members
15
Independent Members
14
Employees
N/A
Volunteers
40

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
5
$467,994
Total Directors
20
$380,920
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN VERMEESCH PRESIDENT 0.50
Officer Director
$0 $0 $0
LUCAS LANDIS IMMEDIATE PAST PRESIDENT 0.50
Officer Director
$0 $0 $0
SUSAN BARTUSH BOARD SECRETARY 0.50
Officer Director
$0 $0 $0
MINDA CLEMENS THOMAS VICE CHAIR 0.50
Director
$0 $0 $0
ANGELA EGGERING BOARD MEMBER 0.50
Director
$0 $0 $0
JASON HERTEL BOARD MEMBER 0.50
Director
$0 $0 $0
CRAIG HEATHERLY BOARD MEMBER 0.50
Director
$0 $0 $0
MICHELLE PETERS BOARD MEMBER 0.50
Director
$0 $0 $0
CHAD STOLTZFUS BOARD MEMBER 0.50
Director
$0 $0 $0
DONALD STOHLER BOARD MEMBER 0.50
Director
$0 $0 $0
PHIL TOM BOARD MEMBER 0.50
Director
$0 $0 $0
JOSEPH THOMPSON BOARD MEMBER 0.50
Director
$0 $0 $0
LYNN MORRIS BOARD MEMBER 0.50
Director
$0 $0 $0
PATTY YATES BOARD MEMBER PARTIAL TERM 0.50
Director
$0 $0 $0
GLENN STUTZMAN BOARD MEMBER PARTIAL TERM 0.50
Director
$0 $0 $0
MARISSA ODOM BOARD MEMBER PARTIAL TERM 0.50
Director
$0 $0 $0
LAURIE NAFZIGER CEO/BOARD MEMBER 0.50
Officer Director
$0 $56,350 $380,920
GEORGE NICKELL BOARD MEMBER PARTIAL TERM 0.50
Director
$0 $0 $0
CHRISTINA CLAUSS BOARD MEMBER PARTIAL TERM 0.50
Director
$0 $0 $0
BETH WEBER BOARD MEMBER (PARTIAL TERM BEG FY25) 0.50
Director
$0 $0 $0
KARI TARMAN EXEC. DIRECTOR 24.00
Officer
$0 $20,457 $87,074
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 $919,804 $958,896 $5,748,206 $-39,092
2024 No data No data No data No data
2023 $778,888 $1,688,125 $4,290,017 $-909,237
2022 $1,816,783 $658,008 $4,944,820 $1,158,775
2021 $983,084 $416,061 $5,051,611 $567,023
2020 $818,820 $577,616 $3,664,065 $241,204
2019 $571,944 $417,954 $3,573,902 $153,990
2018 $835,672 $435,317 $3,383,315 $400,355
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