NAMI CENTRAL IOWA (EIN 421281536) - 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

1985

Legal Domicile

Phone

5152929400

Tax Period

2022-07-01 to 2023-06-30

NAMI CENTRAL IOWA, founded in 1985, is a small nonprofit that reported $264K in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year. Expenses of $395K exceeded revenue, resulting in a 49% operating deficit.

Mission

MENTAL HEALTH 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 (2022)

Revenue Breakdown

Contributions & Grants $198,538

Program Service Revenue $62,821

Investment Income $2,754

Other Revenue $0

TOTAL REVENUE $264,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $258,034

Fundraising Expenses $0

Program Expenses $183,238

Other Expenses $136,731

TOTAL EXPENSES $394,765

Year-over-Year Comparison

	2022	2021	Change
Revenue	$264,113	$297,023	-0.1%
Expenses	$394,765	$317,235	+0.2%
Net Income	$-130,652	$-20,212	+5.5%

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

N/A

Employees

N/A

Volunteers

N/A

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

$68,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROXANNE PETERSON	CEO	40.00	Officer	$68,500	$0	$68,500
HEIDI BILLS	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MARGARET GILLETTE	MEMBER AT LARGE	0.00	Director	$0	$0	$0
AMBER NOREM	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MEGAN SANDERS	MEMBER AT LARGE	0.00	Director	$0	$0	$0
JEFF CRISMAN	Treasurer	0.00	Officer	$0	$0	$0
ROBERT THACKER	BOARD CHAIRMAN	0.00	Officer	$0	$0	$0
NICK PETERS	VICE CHARIMAN	0.00	Officer	$0	$0	$0
ASHLEY EBERSOLE	Secretary	0.00	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	No data	No data	No data	No data
2023	$264,113	$394,765	$242,115	$-130,652
2022	$297,023	$317,235	$392,485	$-20,212
2021	$346,537	$218,120	$404,982	$128,417
2020	$208,353	$214,990	$291,111	$-6,637
2019	$244,746	$174,135	$288,871	$70,611

NAMI CENTRAL IOWA