NAMI National (EIN 431201653) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

Daniel Gillison

Phone

7035247600

Tax Period

2024-01-01 to 2024-12-31

NAMI, founded in 1979, is a mid-sized nonprofit in the Mental Health sector that reported $17.7M in total revenue in fiscal year 2018. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $15.5M left a modest 12% surplus.

Mission

Dedicated to improving the lives of persons and their families living with serious mental illness.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $31,988,063

Program Service Revenue $782,591

Investment Income $2,399,395

Other Revenue $94,760

TOTAL REVENUE $35,264,809

Expense Breakdown

Grants Paid $4,101,092

Salaries & Benefits $18,943,405

Fundraising Expenses $6,554,396

Program Expenses $32,237,657

Other Expenses $16,538,790

TOTAL EXPENSES $39,583,287

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,264,809	$38,156,209	-0.1%
Expenses	$39,583,287	$39,283,406	+0.0%
Net Income	$-4,318,478	$-1,127,197	+2.8%

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

208

Volunteers

350

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

$878,383

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joyce Campbell	Pres. to 6/24; Imm Past Pres. from 7/24	25.00	Officer Director	$0	$0	$0
Cathryn Nacario	1st VP to 6/24; Pres.from 7/24	25.00	Officer Director	$0	$0	$0
Joe Gatto	2nd VP to 6/24; 1st VP from 7/24	25.00	Officer Director	$0	$0	$0
Jeff Fladen	Treasurer	25.00	Officer Director	$0	$0	$0
Sheldon Jacobs	Secretary to 6/24; Dir.from 7/24	25.00	Officer Director	$0	$0	$0
Shirley Holloway	Imm Past Pres to 6/24; Pres Emerita from 7/24	25.00	Officer Director	$0	$0	$0
Amy Brinkley	Dir to 6/24; Secretary from 7/24	25.00	Officer Director	$0	$0	$0
Lauren Simmonds	Dir. to 6/24	15.00	Director	$0	$0	$0
Pooja Meta	Dir. to 6/24; 2nd VP from 7/24	15.00	Officer Director	$0	$0	$0
Jeremiah Rainville	Director	15.00	Director	$0	$0	$0
Vanessa Fernandes	Dir. to 6/24	15.00	Director	$0	$0	$0
Glenda Wrenn-Gordon	Director	15.00	Director	$0	$0	$0
Ray Lay	Director	15.00	Director	$0	$0	$0
Victoria Harris	Director	15.00	Director	$0	$0	$0
Devika Bhushan	Director	15.00	Director	$0	$0	$0
Laklieshia Izzard	Director	15.00	Director	$0	$0	$0
Dhanu Sannesy	Director	15.00	Director	$0	$0	$0
Sukhi Sahni	Director	15.00	Director	$0	$0	$0
Darien Wright	At-large Director	15.00	Director	$0	$0	$0
Ruth-Ann Huvane	At-large Director	15.00	Director	$0	$0	$0
Imaan Siddiqi	Next Gen ex officio non-voting	15.00	Director	$0	$0	$0
Davy Yue	Next Gen ex officio non-voting	15.00	Director	$0	$0	$0
Frank Mumford	Dir.to 01/24	15.00	Director	$0	$0	$0
Babu Matthew	Director	15.00	Director	$0	$0	$0
Barbara Ricci	Director	15.00	Director	$0	$0	$0
Mary Kay Battaglia	Director	15.00	Director	$0	$0	$0
Daniel Gillison Jr	Chief Executive Officer	37.50	Officer	$568,383	$34,660	$603,043
David Levy	Chief Financial Officer	37.50	Officer	$221,642	$29,464	$251,106
Michael Wood	Chief Operating Officer (from 11/24)	37.50	Officer	$24,234	$0	$24,234
Kenneth Duckworth	Chief Medical Officer	37.50	Highest	$242,493	$10,557	$253,050
Christine Crawford	Associate Medical Officer	37.50	Highest	$213,990	$0	$213,990
Lisa Lewis	Chief Human Resources Officer	37.50	Highest	$200,872	$18,959	$219,831
Jessica Edwards	Chief Development Officer	37.50	Highest	$200,706	$25,350	$226,056
Darcy Gruttadaro	Chief Innovation Officer	37.50	Highest	$195,423	$27,965	$223,388

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	$35,264,809	$39,583,287	$77,198,727	$-4,318,478
2023	$38,156,209	$39,283,406	$78,704,388	$-1,127,197
2022	$64,607,717	$34,337,567	$77,926,202	$30,270,150
2021	$31,878,029	$22,688,157	$50,401,603	$9,189,872
2020	$26,498,381	$19,364,428	$39,866,662	$7,133,953
2019	$19,429,376	$17,998,775	$19,357,208	$1,430,601
2018	$17,681,989	$15,517,038	$16,483,191	$2,164,951

NAMI National