NORRIS INC

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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

1917

Legal Domicile

Principal Officer

KURT WACHHOLZ

Phone

2626625900

Tax Period

2023-01-01 to 2023-12-31

NORRIS INC, founded in 1917, is a community nonprofit in the Mental Health sector that reported $6.9M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $8.0M exceeded revenue, resulting in a 16% operating deficit.

Mission

TRANSFORMING LIVES THROUGH THE POWER OF CONNECTION AND HEALING.

Program Service Accomplishments

Program 1

Expenses: $5,203,942 Revenue: $2,573,729

THE NORRIS RESIDENTIAL PROGRAM IS A MULTI-SERVICE TREATMENT PROGRAM THAT PROVIDES SPECIALTY OUT-OF-HOME TREATMENT TO ADOLESCENT MALES IN THE AREAS OF BEHAVIORAL MANAGEMENT, SEXUALITY, AODA, AND...

THE NORRIS RESIDENTIAL PROGRAM IS A MULTI-SERVICE TREATMENT PROGRAM THAT PROVIDES SPECIALTY OUT-OF-HOME TREATMENT TO ADOLESCENT MALES IN THE AREAS OF BEHAVIORAL MANAGEMENT, SEXUALITY, AODA, AND MENTAL HEALTH ISSUES.

Program 2

Expenses: $993,575 Revenue: $953,865

THE NORRIS RBP RESIDENTIAL AND SHELTER CARE PROGRAM IS A MULTI-SERVICE TREATMENT PROGRAM THAT PROVIDES SPECIALTY OUT-OF-HOME TREATMENT TO ANY GENDER YOUTH ADDRESSING TREATMENT NEEDS IN BEHAVIORAL...

THE NORRIS RBP RESIDENTIAL AND SHELTER CARE PROGRAM IS A MULTI-SERVICE TREATMENT PROGRAM THAT PROVIDES SPECIALTY OUT-OF-HOME TREATMENT TO ANY GENDER YOUTH ADDRESSING TREATMENT NEEDS IN BEHAVIORAL MANAGEMENT, SEXUALITY, AODA AND MENTAL HEALTH ISSUES AS WELL AS FAMILY SERVICES AND SHELTER CARE AS NEEDED FOR REFERRED YOUTH.

Program 3

Expenses: $255,105 Revenue: $188,883

THE NORRIS BEYOND FOSTERING PROGRAM OPERATES AS A CHILD PLACING AGENCY TO IDENTIFY QUALIFIED FOSTER PARENTS AND FACILITATE THE PLACEMENT OF CHILDREN IN NEED OF FOSTER CARE. IT SERVES YOUTH OF ALL...

THE NORRIS BEYOND FOSTERING PROGRAM OPERATES AS A CHILD PLACING AGENCY TO IDENTIFY QUALIFIED FOSTER PARENTS AND FACILITATE THE PLACEMENT OF CHILDREN IN NEED OF FOSTER CARE. IT SERVES YOUTH OF ALL AGES, RACE, OR GENDER AS NEEDED.

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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 $4,108,387

Program Service Revenue $0

Investment Income $2,669,728

Other Revenue $156,685

TOTAL REVENUE $6,934,800

Expense Breakdown

Grants Paid $69,246

Salaries & Benefits $5,926,505

Fundraising Expenses $0

Program Expenses $7,058,149

Other Expenses $2,044,127

TOTAL EXPENSES $8,039,878

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,934,800	$4,717,480	+0.5%
Expenses	$8,039,878	$7,324,487	+0.1%
Net Income	$-1,105,078	$-2,607,007	-0.6%

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

121

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

$949,846

Total Directors

$12,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MERTENS	EXECUTIVE DIRECTOR	40.00	Officer	$162,033	$35,875	$197,908
DAVID TUTTLE	CHIEF FINANCIAL OFFICER	40.00	Officer	$129,289	$39,069	$168,358
DAN LOCKREN	CHIEF PLANT & GROUNDS OFFICER	40.00	Officer	$134,135	$16,009	$150,144
DERECK WOLFGRAM	CHIEF PROGRAM OFFICER - GROUP CARE	40.00	Officer	$103,552	$45,005	$148,557
TERESA COCKER	CHIEF PROGRAM OFFICER - COMMUNITY	40.00	Officer	$132,967	$11,041	$144,008
SONJA KANIA	CAPITAL AND TALENT OFFICER	40.00	Officer	$129,933	$10,938	$140,871
KURT WACHHOLTZ	BOARD DIRECTOR AND PRESIDENT	1.00	Director	$5,400	$0	$5,400
DONALD R MAURER	BOARD DIRECTOR	1.00	Director	$2,750	$0	$2,750
DALE R FAUGHT	BOARD DIRECTOR AND TREASURER	1.00	Director	$2,700	$0	$2,700
JILL VENTO	BOARD DIRECTOR AND SECRETARY	1.00	Director	$1,150	$0	$1,150
DANIEL SIMANDL	BOARD DIRECTOR AND VICE PRESIDENT	1.00	Director	$850	$0	$850
WILLIAM OLIVIER	BOARD DIRECTOR	1.00	Director	$0	$0	$0

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	$6,934,800	$8,039,878	$32,471,482	$-1,105,078
2022	$4,717,480	$7,324,487	$30,511,744	$-2,607,007
2021	$6,051,091	$6,922,716	$38,370,583	$-871,625
2020	$4,938,926	$7,359,112	$37,350,636	$-2,420,186
2018	$5,838,793	$5,372,117	$34,666,504	$466,676