NAMI SOUTHEAST MINNESOTA

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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

1986

Legal Domicile

Principal Officer

JENNIFER BECKER

Phone

5072871692

Tax Period

2023-01-01 to 2023-12-31

NAMI SOUTHEAST MINNESOTA, founded in 1986, is a small nonprofit in the Mental Health sector that reported $535K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

TO EDUCATE AND SUPPORT PEOPLE AFFECTED BY MENTAL ILLNESS.

Program Service Accomplishments

Program 1

Expenses: $150,530 Revenue: $107,889

NAMI SOUTHEAST MINNESOTA PROVIDES PROGRAMMING FOR INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS. WHEN A MENTAL HEALTH CRISIS HITS, IT OFTEN RUSHES IN LIKE AND UNEXPECTED TSUNAMI. THE NEED FOR HELP IS IMMEDIATE. THE REAL PROBLEM FOR INDIVIDUALS FACING THIS CRISIS IS THAT CLINICAL SERVICES ARE OFTEN UNAVAILABLE FOR WEEKS OR MONTHS. IT IS LIKE TELLING A PERSON BROUGHT INTO THE EMERGENCY DEPARTMENT WITH A BROKEN LEG TO COME BACK IN 6 MONTHS. FOR FAMILIES FACING THIS CRISIS, THE HELP ALMOST NEVER COMES. FAMILY PSYCHOEDUCATION AND SUPPORT SERVICES ARE NOT BILLABLE AND THEREFORE ARE NOT THE PRIORITY OF MOST MENTAL HEALTH CLINICAL PROVIDERS. AT NAMI, WE CAN RESPOND IMMEDIATELY TO THESE CRISES. THERE IS NO BILLING, INSURANCE OR LONG FORMS TO FILL OUT.

Program 2

Expenses: $119,386 Revenue: $569

FOR INDIVIDUALS FACING A MENTAL HEALTH CRISIS, THEY CAN ACCESS OUR WEEKLY SUPPORT GROUPS, ONEONONE PEER SUPPORT OR JOIN AN EDUCATIONAL CLASS. WE PROVIDE PEERLED SUPPORT GROUPS WEEKLY IN ROCHESTER AND KASSON. FOR THOSE WANTING MORE FOCUSED ATTENTION, THEY CAN PARTICIPATE IN WEEKLY ONEONONE PEER SUPPORT. THE EDUCATIONAL CLASSES HELP INDIVIDUALS UNDERSTAND MORE ABOUT THEIR MENTAL HEALTH CHALLENGE. THESE SERVICES ALSO CONNECT CONSUMERS WITH OTHERS WHO ARE EXPERIENCING SIMILAR CHALLENGES AND HELP THEM FORM A STRONG SUPPORT NETWORK.

Program 3

Expenses: $75,322 Revenue: $359

FOR FAMILIES, WHO ARE TRYING TO HELP A LOVED ONE THROUGH A MENTAL HEALTH CHALLENGE, NAMI SOUTHEAST MINNESOTA IS THERE TO PROVIDE QUICK ASSISTANCE. THEY TOO CAN ATTEND ONE OF OUR WEEKLY FAMILY SUPPORT GROUPS WHERE THEY NETWORK WITH OTHER FAMILIES IN THE COMMUNITY AND RECEIVE SOLID SUPPORT. THEY CAN ALSO CONNECT WITH A FAMILY SUPPORT SPECIALIST, WHO CAN MEET WITH THEM WEEKLY TO PROVIDE RESOURCES,PSYCHOEDUCATION AND SUPPORT. WE ALSO PROVIDE CLASSES THAT EDUCATE FAMILY MEMBERS ABOUT MENTAL ILLNESS AS WELL AS TEACH CRITICAL SKILLS TO THRIVING IN THIS NEW AND FOREIGN ENVIRONMENT.

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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 $426,791

Program Service Revenue $108,977

Investment Income $13,837

Other Revenue $-14,731

TOTAL REVENUE $534,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $399,065

Fundraising Expenses $88,687

Program Expenses $378,883

Other Expenses $139,668

TOTAL EXPENSES $538,733

Year-over-Year Comparison

	2023	2022	Change
Revenue	$534,874	$366,739	+0.5%
Expenses	$538,733	$361,270	+0.5%
Net Income	$-3,859	$5,469	-1.7%

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

$123,086

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
L'KENDRA JACOB	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGARET MESTER	CURRENT PRESIDENT	1.00	Director	$0	$0	$0
JAIMI STEJSKAL	TREASURER	2.00	Officer Director	$0	$0	$0
MEAGHAN SHERDEN	SECRETARY	2.00	Officer Director	$0	$0	$0
KATIE WELP	FORMER PRESIDENT	2.00	Officer Director	$0	$0	$0
BEN ROMBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMMY RIDER	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON NATHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA SERBUS	BOARD MEMBER	1.00	Director	$0	$0	$0
TALOR GRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER PLANTE	BOARD MEMBER	1.00	Director	$0	$0	$0
MATHEW BJORNGAARD	FORMER EXECUTIVE DIRECTOR	2.00	Officer	$85,796	$0	$85,796
JENNIFER BECKER	ACTING EXECUTIVE DIRECTOR	2.00	Officer	$37,290	$0	$37,290

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	$534,874	$538,733	$553,269	$-3,859
2022	$366,739	$361,270	$484,055	$5,469
2021	$412,501	$272,873	$467,801	$139,628
2020	$315,075	$266,586	$323,595	$48,489
2019	$356,251	$276,216	$169,085	$80,035
2018	$338,463	$350,230	$91,168	$-11,767