NAMI MONTGOMERTY COUNTY (MD) INC (EIN 521150412) - 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

1979

Legal Domicile

Principal Officer

JOSH WOOLDRIDGE

Phone

3019495852

Tax Period

2024-07-01 to 2025-06-30

NAMI MONTGOMERTY COUNTY (MD) INC, founded in 1979, is a small nonprofit in the Mental Health sector that reported $685K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

NAMI MONTGOMERY COUNTY BUILDS COMMUNITIES OF PEERS TO PROVIDE SUPPORT, EDUCATION AND ADVOCACY FOR ALL AFFECTED BY MENTAL HEALTH CONDITIONS.

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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 $674,818

Program Service Revenue $0

Investment Income $9,217

Other Revenue $997

TOTAL REVENUE $685,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $517,718

Fundraising Expenses $181,544

Program Expenses $287,934

Other Expenses $170,493

TOTAL EXPENSES $688,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$685,032	$591,683	+0.2%
Expenses	$688,303	$705,413	0.0%
Net Income	$-3,271	$-113,730	-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

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

$142,568

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON DIETSCHE	EXECUTIVE DIRECTOR	040.00	Officer	$142,568	$0	$142,568
JOSHUA WOOLDRIDGE	PRESIDENT	001.00	Officer Director	$0	$0	$0
AARON FELDMAN	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
ANA MORALES	TREASURER	001.00	Officer Director	$0	$0	$0
HELEN HOCKNELL	SECRETARY	001.00	Officer Director	$0	$0	$0
MILDRED HOLMES WILLIAMS	DIRECTOR	001.00	Director	$0	$0	$0
TYRA DENT	DIRECTOR	001.00	Director	$0	$0	$0
MIMI KRESS	DIRECTOR	001.00	Director	$0	$0	$0
COURTNEY PETERSON	DIRECTOR	001.00	Director	$0	$0	$0
MIRELA PETRE	DIRECTOR	001.00	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	$685,032	$688,303	$442,091	$-3,271
2024	$591,683	$705,413	$452,759	$-113,730
2023	$599,758	$659,047	$486,791	$-59,289
2022	$567,650	$686,851	$561,931	$-119,201
2021	$841,988	$554,113	$629,050	$287,875
2020	$596,711	$604,885	$420,781	$-8,174
2019	$765,061	$696,816	$352,772	$68,245

NAMI MONTGOMERTY COUNTY (MD) INC