NAMI METRO-SUBURBAN INC (EIN 363851968) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

MICHELLE LUBURIC

Phone

7085242582

Tax Period

2024-07-01 to 2025-06-30

NAMI METRO-SUBURBAN INC, founded in 1992, is a community nonprofit in the Mental Health sector that reported $2.1M in total revenue in fiscal year 2020. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

EDUCATION SUPPORT & ADVOCACY TO INDIVIDUALS & FAMILIES THAT HAVE BEEN AFFECTED BY MENTAL ILLNESS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,159,473

Program Service Revenue $64,502

Investment Income $8,732

Other Revenue $-39,003

TOTAL REVENUE $5,193,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,096,706

Fundraising Expenses $61,196

Program Expenses $4,685,764

Other Expenses $1,528,993

TOTAL EXPENSES $5,625,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,193,704	$4,209,536	+0.2%
Expenses	$5,625,699	$4,310,591	+0.3%
Net Income	$-431,995	$-101,055	+3.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$150,324

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE LUBURIC	PRESIDENT	4.00	Officer Director	$0	$0	$0
SERGIO RODRIGUEZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ADDIE VAN ZWOLL	SECRETARY	2.00	Officer Director	$0	$0	$0
D'ARCY LAVIN	TREASURER	3.00	Officer Director	$0	$0	$0
CAREY E CARLOCK	DIRECTOR	2.00	Director	$0	$0	$0
SHANAN ESSICK	DIRECTOR	2.00	Director	$0	$0	$0
JIM BONACORRSI	DIRECTOR	2.00	Director	$0	$0	$0
CORI HOBBS	DIRECTOR	2.00	Director	$0	$0	$0
BETH TRACEY	DIRECTOR	2.00	Director	$0	$0	$0
MARITZA RIVERA	DIRECTOR	2.00	Director	$0	$0	$0
DR MEGAN BALDASSARRE	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS DIAZ	DIRECTOR	2.00	Director	$0	$0	$0
CHIEF JT TERRY	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY KNAKE	EXECUTIVE DIRECTOR	40.00	Officer	$144,875	$5,449	$150,324
SHELLY LUSTRUP	ASSOCIATE DIRECTOR	40.00	Highest	$100,387	$9,542	$109,929

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	$5,193,704	$5,625,699	$1,771,610	$-431,995
2024	$4,209,536	$4,310,591	$1,735,855	$-101,055
2023	$3,279,191	$2,582,273	$1,900,343	$696,918
2022	$1,702,606	$1,834,523	$696,400	$-131,917
2021	$2,064,191	$2,116,106	$932,226	$-51,915

NAMI METRO-SUBURBAN INC