NAMI SOUTHEAST MINNESOTA (EIN 363504277) - 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

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.

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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

NAMI SOUTHEAST MINNESOTA