NAMI MINNESOTA (EIN 411317030) - 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

1977

Legal Domicile

Principal Officer

MARCUS SCHMIT

Phone

6516452948

Tax Period

2024-07-01 to 2025-06-30

NAMI MINNESOTA, founded in 1977, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $878K, a strong 20% operating margin.

Mission

THROUGH EDUCATION, SUPPORT, AND ADVOCACY, NAMI MINNESOTA CHAMPIONS JUSTICE, DIGNITY, AND RESPECT FOR ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESSES. TO SERVE THAT MISSION, NAMI MINNESOTA WORKS WITH INDIVIDUALS WITH MENTAL ILLNESSES, THEIR FAMILIES, PROFESSIONALS, YOUTH, AND THE COMMUNITY AT LARGE BY PROVIDING EDUCATION, SUPPORT, 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 $4,200,806

Program Service Revenue $112,975

Investment Income $88,612

Other Revenue $2,827

TOTAL REVENUE $4,405,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,299,740

Fundraising Expenses $455,751

Program Expenses $2,621,209

Other Expenses $1,227,770

TOTAL EXPENSES $3,527,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,405,220	$2,623,869	+0.7%
Expenses	$3,527,510	$3,278,565	+0.1%
Net Income	$877,710	$-654,696	-2.3%

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

308

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

$152,505

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN ABDERHOLDEN	EXECUTIVE DI	40.00	Officer	$128,225	$24,280	$152,505
JESSICA GOURNEAU	PRESIDENT	1.00	Officer Director	$0	$0	$0
MEREDITH VADIS	1ST VICE PRE	1.00	Officer Director	$0	$0	$0
JULIE ATELLA	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
RAQUEL ARISMENDEZ	TREASURER	1.00	Officer Director	$0	$0	$0
AMY HABEDANK	SECRETARY	1.00	Director	$0	$0	$0
KRISTI FOX MBA	BOARD MEMBER	1.00	Director	$0	$0	$0
NAPOLEON HOWELL MBA	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL TRANGLE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN YANISH JD	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE BRAY PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY BUCK	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRI DRESEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER KNAPP MBA	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA KRILL MD	BOARD MEMBER	1.00	Director	$0	$0	$0
SONAL MARKANDA PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
JAZLYNN PAIGE PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
NEERJA SINGH	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY YANG	BOARD 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
2025	$4,405,220	$3,527,510	$3,648,889	$877,710
2024	$2,623,869	$3,278,565	$2,695,236	$-654,696
2023	$3,201,333	$2,802,366	$3,377,417	$398,967
2022	$3,076,275	$2,447,571	$2,495,109	$628,704
2021	$2,681,619	$2,108,983	$2,141,165	$572,636
2020	$2,189,952	$2,281,770	$1,340,124	$-91,818
2019	$2,431,460	$2,312,545	$1,157,634	$118,915
2018	$2,110,539	$1,872,815	$989,375	$237,724

NAMI MINNESOTA