NAMI SOUTHEAST WISCONSIN INC (EIN 391485627) - 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

Principal Officer

ANDY GUTIERREZ

Phone

2625248886

Tax Period

2024-01-01 to 2024-12-31

NAMI SOUTHEAST WISCONSIN INC, founded in 1982, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

NAMI OF SOUTHEAST WISCONSIN SHARES HOPE WITH INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS THROUGH SUPPORT, EDUCATION, AND ADVOCACY.

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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 $2,121,850

Program Service Revenue $82,648

Investment Income $4,557

Other Revenue $4,201

TOTAL REVENUE $2,213,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,601,869

Fundraising Expenses $156,057

Program Expenses $1,784,510

Other Expenses $662,519

TOTAL EXPENSES $2,264,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,213,256	$1,877,167	+0.2%
Expenses	$2,264,388	$2,129,588	+0.1%
Net Income	$-51,132	$-252,421	-0.8%

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

$139,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY MADDEN	EXECUTIVE DIRECTOR	40.00	Officer	$119,157	$20,523	$139,680
CLARENCE JOHNSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
BETHANY LOPRESTI	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDY GUTIERREZ	TREASURER	5.00	Officer Director	$0	$0	$0
MARGAUX BAUMGARTEN	SECRETARY	5.00	Officer Director	$0	$0	$0
LISA VILDBERG	MEMBER	1.00	Director	$0	$0	$0
REBECCA BABCOCK	MEMBER	1.00	Director	$0	$0	$0
GARAN CHIVINSKI	MEMBER	1.00	Director	$0	$0	$0
DAVID CRAWFORD	MEMBER	1.00	Director	$0	$0	$0
CAROL HEIDEMAN	MEMBER	1.00	Director	$0	$0	$0
EDITH HUDSON	MEMBER	1.00	Director	$0	$0	$0
BRIDGETT GONZALEZ	MEMBER	1.00	Director	$0	$0	$0
AMAN MAHAJAN	MEMBER	1.00	Director	$0	$0	$0
KEVIN PANZARELLA	MEMBER	1.00	Director	$0	$0	$0
LEO RIES	MEMBER	1.00	Director	$0	$0	$0
TIFFANIE MCCLAIN	MEMBER	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	$2,213,256	$2,264,388	$1,471,133	$-51,132
2023	$1,877,167	$2,129,588	$1,492,153	$-252,421
2022	$1,482,525	$1,548,635	$1,364,974	$-66,110
2021	$1,387,588	$1,254,607	$1,205,685	$132,981
2020	$953,951	$781,649	$1,152,282	$172,302

NAMI SOUTHEAST WISCONSIN INC