NAMI CENTRAL IOWA

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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

2024-07-01 to 2025-06-30

NAMI CENTRAL IOWA, founded in 1985, is a small nonprofit that reported $275K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

MENTAL HEALTH EDUCATION, SUPPORT AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $104,412 Revenue: $84,551

WELLNESS CENTER - PROVIDES PROGRAMS WITH AN EMPHASIS ON WHOLE HEALTH FOR INDIVIDUALS LIVING WITH A MENTAL ILLNESS. THE CENTER IS OPEN EVERY WEEKDAY AFTERNOON AND PROVIDES PROGRAMS SUCH AS WRITING...

WELLNESS CENTER - PROVIDES PROGRAMS WITH AN EMPHASIS ON WHOLE HEALTH FOR INDIVIDUALS LIVING WITH A MENTAL ILLNESS. THE CENTER IS OPEN EVERY WEEKDAY AFTERNOON AND PROVIDES PROGRAMS SUCH AS WRITING, EXERCISE CLASSES, ART, MUSIC, AND TALKS ON ISSUES THAT AFFECT INDIVIDUALS LIVING WITH MENTAL ILLNESS.

Program 2

Expenses: $18,430 Revenue: $15,181

PUBLIC EDUCATION AND AWARENESS - NAMI CENTRAL IOWA INCREASES PUBLIC EDUCAITON AND AWARENESS OF MENTAL ILLNESS BY PRODUCING MONTHLY NEWSLETTERS, HAVING BOOTHS AT COMMUNITY EVENTS AND PROVIDING...

PUBLIC EDUCATION AND AWARENESS - NAMI CENTRAL IOWA INCREASES PUBLIC EDUCAITON AND AWARENESS OF MENTAL ILLNESS BY PRODUCING MONTHLY NEWSLETTERS, HAVING BOOTHS AT COMMUNITY EVENTS AND PROVIDING SPEAKERS FOR COMMUNITY GROUPS.

Program 3

Expenses: $16,261 Revenue: $16,659

FAMILY AND PEER SUPPORT - NAMI CENTRAL IOWA PROVIDES SUPPORT GROUPS (A MONTHLY FAMILY SUPPORT GROUP AND A WEEKLY PEER SUPPORT GROUP) FOR THOSE LIVING WITH MENTAL ILLNESS, AS WELL AS REFERRALS...

FAMILY AND PEER SUPPORT - NAMI CENTRAL IOWA PROVIDES SUPPORT GROUPS (A MONTHLY FAMILY SUPPORT GROUP AND A WEEKLY PEER SUPPORT GROUP) FOR THOSE LIVING WITH MENTAL ILLNESS, AS WELL AS REFERRALS, INFORMATION, AND INDIVIDUAL SUPPORT FOR THOSE LIVING WITH MENTAL ILLNESS AND THEIR FAMILIES.

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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 $275,154

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $275,156

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,945

Fundraising Expenses $0

Program Expenses $154,508

Other Expenses $98,330

TOTAL EXPENSES $281,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$275,156	$314,783	-0.1%
Expenses	$281,275	$451,502	-0.4%
Net Income	$-6,119	$-136,719	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
PHIL MONTAG	President	Officer	$0	$0	$0
KERI LYN POWERS	Vice President	Officer	$0	$0	$0
NICK STREIT	Secretary	Officer	$0	$0	$0
JEFF CRISMAN	Treasurer	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
2025	$275,156	$281,275	$102,292	$-6,119
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