NAMI GREATER MILWAUKEE INC (EIN 391329103) - 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

MARY MADDEN

Phone

4143440447

Tax Period

2020-01-01 to 2020-12-31

NAMI GREATER MILWAUKEE INC, founded in 1979, is a small nonprofit that reported $380K in total revenue in fiscal year 2020. The organization ran a surplus of $146K, a strong 38% operating margin.

Mission

THE NATIONAL ALLIANCE ON MENTAL ILLNESS NAMI GREATER MILWAUKEE IS A NON-PROFIT BASED SELF HELP, SUPPORT, EDUCATIOIN AND ADVOCACY ORGANIZATION DEDICATED TO IMPROVING ALL LIVES 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 (2020)

Revenue Breakdown

Contributions & Grants $210,718

Program Service Revenue $21,525

Investment Income $23

Other Revenue $147,626

TOTAL REVENUE $379,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,321

Fundraising Expenses $11,150

Program Expenses $170,506

Other Expenses $124,891

TOTAL EXPENSES $234,212

Year-over-Year Comparison

	2020	2019	Change
Revenue	$379,892	$353,316	+0.1%
Expenses	$234,212	$238,587	0.0%
Net Income	$145,680	$114,729	+0.3%

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

100

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM DONEGAN	PRESIDENT	002.00	Officer Director	$0	$0	$0
KATIE ROSE	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
ANN DILIBERTI	SECRETARY	002.00	Officer Director	$0	$0	$0
MARY MADDEN	EXECUTIVE DIRECTOR	002.00	Director	$0	$0	$0
KELLY ARMSTRONG	DIRECTOR	001.00	Director	$0	$0	$0
GARAN CHIVINSKI	DIRECTOR	001.00	Director	$0	$0	$0
CLARENCE CHOU	DIRECTOR	001.00	Director	$0	$0	$0
CLARENCE JOHNSON	DIRECTOR	001.00	Director	$0	$0	$0
THOMAS REED	DIRECTOR	001.00	Director	$0	$0	$0
LEO RIES	TREASURER	002.00	Officer Director	$0	$0	$0
EDITH HUDSON	DIRECTOR	002.00	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
2020	$379,892	$234,212	No data	$145,680
2019	$353,316	$238,587	$202,861	$114,729
2018	$300,652	$227,229	$96,547	$73,423

NAMI GREATER MILWAUKEE INC