NAMI ROCK COUNTY INC (EIN 391409123) - 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

1982

Legal Domicile

Phone

6087439828

Tax Period

2024-01-01 to 2024-12-31

NAMI ROCK COUNTY INC, founded in 1982, is a small nonprofit that reported $329K in total revenue in fiscal year 2024. The organization ran a surplus of $59K, a strong 18% operating margin.

Mission

NAMI ROCK COUNTY IS A NON-PROFIT ORGANIZATION THAT PROVIDES SUPPORT, EDUCATION, AND ADVOCACY THROUGHOUT ROCK COUNTY ONBEHALF OF INDIVIDUALS AND FAMILIES AFFECTED MY MENTAL HEALTH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $109,858

Program Service Revenue $217,124

Investment Income $2,173

Other Revenue $0

TOTAL REVENUE $329,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,935

Fundraising Expenses $15,130

Program Expenses $148,406

Other Expenses $127,924

TOTAL EXPENSES $269,859

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,155	$329,399	0.0%
Expenses	$269,859	$131,962	+1.0%
Net Income	$59,296	$197,437	-0.7%

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

Total Directors

Key Employees

$58,409

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY STEVENS	EXECUTIVE DIRECTOR	40.00	Key Emp	$56,708	$1,701	$58,409
LINDSEY PETERSON-JOHNSON	SECRETARY	0.50	Officer	$0	$0	$0
ASHLEY NELSON	PRESIDENT	1.00	Officer	$0	$0	$0
DANIEL NELSON	TREASURER	1.00	Officer	$0	$0	$0
MATTHEW KRUEGER	BOARD MEMBER	0.50	Officer	$0	$0	$0
LINDA BROWN	BOARD MEMBER	0.50	Officer	$0	$0	$0
KRIS KLOBUCAR	VICE PRESIDENT	0.50	Officer	$0	$0	$0
RHONDA DOHERTY	BOARD MEMBER	0.50	Officer	$0	$0	$0
JAMIL KAHN	BOARD MEMBER	0.50	Officer	$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	$329,155	$269,859	$241,885	$59,296

NAMI ROCK COUNTY INC