NAMI Chicago (EIN 363075407) - 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

1979

Legal Domicile

Principal Officer

Alison Bouchard

Phone

3124773593

Tax Period

2024-07-01 to 2025-06-30

NAMI Chicago, founded in 1979, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $10.4M left a modest 7% surplus.

Mission

The mission on NAMI Chicago educates to fight stigma and discrimination, fiercely advocates for our community, and shares hope, connection, and expertise with people on their mental health journey.

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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 $9,941,955

Program Service Revenue $543,981

Investment Income $245,501

Other Revenue $465,926

TOTAL REVENUE $11,197,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,048,281

Fundraising Expenses $450,228

Program Expenses $8,138,947

Other Expenses $2,393,918

TOTAL EXPENSES $10,442,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,197,363	$6,631,525	+0.7%
Expenses	$10,442,199	$7,264,091	+0.4%
Net Income	$755,164	$-632,566	-2.2%

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

180

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

$720,875

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Teresa Garate	Chair	2.00	Officer Director	$0	$0	$0
Aurelia Daniels	Vice Chair	2.00	Officer Director	$0	$0	$0
Laura Hearn	Secretary	2.00	Officer Director	$0	$0	$0
Chris Lozier	Treasurer	2.00	Officer Director	$0	$0	$0
Eddy Eisenberg	Director	2.00	Director	$0	$0	$0
Shastri Swaminathan	Director	2.00	Director	$0	$0	$0
Dean Stork	Director	2.00	Director	$0	$0	$0
Jess Rappe	Director	2.00	Director	$0	$0	$0
Clare McWilliams	Director	2.00	Director	$0	$0	$0
John Kennedy	Director	2.00	Director	$0	$0	$0
Renee Reid	Director	2.00	Director	$0	$0	$0
Nikki Lynette	Director	2.00	Director	$0	$0	$0
Michael Lufrano	Director	2.00	Director	$0	$0	$0
Catherine Starks	Director	2.00	Director	$0	$0	$0
David Freed	Director	2.00	Director	$0	$0	$0
Alexa James	CEO	40.00	Officer	$279,616	$6,145	$285,761
Jennifer McGowan-Tomke	COO (Until 6/2025)	40.00	Officer	$246,744	$378	$247,122
Tamara Mahal	Chief of Growth & Engagement (Until 2/2025)	40.00	Officer	$178,149	$9,843	$187,992
Jim Poole	Sr Director of Integration	40.00	Highest	$109,872	$369	$110,241
Benjamin Frank	Sr Director of Wellness	40.00	Highest	$110,252	$9,577	$119,829
Lacetti Fields	Director of People Experience	40.00	Highest	$108,394	$8,856	$117,250
Liliana Rocha	Associate Vice President of Policy	40.00	Highest	$117,625	$5,745	$123,370

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	$11,197,363	$10,442,199	$10,771,787	$755,164
2024	$6,631,525	$7,264,091	$7,818,257	$-632,566
2023	$9,755,431	$6,011,374	$7,819,250	$3,744,057
2022	$5,769,883	$5,505,455	$3,358,878	$264,428
2021	$3,709,547	$3,811,976	$3,670,103	$-102,429
2020	$3,105,123	$2,789,288	$3,142,420	$315,835
2019	$2,112,367	$2,104,687	$2,320,648	$7,680

NAMI Chicago