NAMI WAKE COUNTY

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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

1987

Legal Domicile

Principal Officer

RON COLEMAN

Tax Period

2023-01-01 to 2023-12-31

NAMI WAKE COUNTY, founded in 1987, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $332K exceeded revenue, resulting in a 94% operating deficit.

Mission

TO SUPPORT PERSONS WITH MENTAL ILLNESS AND THEIR FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $659

EDUCATION PROGRAMS TO TEACH PEOPLE WITH MENTAL ILLNESS AND THEIR FAMILY MEMBERS ABOUT MENTAL ILLNESS, AND TO PROVIDE INFORMATION ABOUT RESOURCES IN THE COMMUNITY.

Program 2

Expenses: $924

SUPPORT GROUPS FOR FAMILY MEMBERS AND FOR PERSONS DIAGNOSED WITH MENTAL ILLNESS.

Program 3

Expenses: $330,808

PUBLIC AWARENESS AND EDUCATION TO EDUCATE THE GENERAL PUBLIC IN ORDER TO REDUCE STIGMA ASSOCIATED WITH MENTAL ILLNESS, AND TO MAKE PERSONS IN NEED OF ASSISTANCE AWARE OF NAMI.

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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 (2023)

Revenue Breakdown

Contributions & Grants $161,760

Program Service Revenue $6,296

Investment Income $1,698

Other Revenue $1,847

TOTAL REVENUE $171,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $231,361

Fundraising Expenses $0

Program Expenses $332,391

Other Expenses $101,030

TOTAL EXPENSES $332,391

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,601	$254,455	-0.3%
Expenses	$332,391	$230,997	+0.4%
Net Income	$-160,790	$23,458	-7.9%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LILLIAN DAVIS	EXECUTIVE DIRECTOR	034.00	Highest	$100,339	$0	$100,339
RON COLEMAN	TREASURER	006.00	Officer Director	$0	$0	$0
TARRA BATES-DEFORD	AT LARGE	000.25	Director	$0	$0	$0
DANIEL STEEVER	AT LARGE	004.00	Director	$0	$0	$0
ROYDEN SAAH	AT LARGE	007.50	Director	$0	$0	$0
BRITNEY WEAVER	AT LARGE	004.00	Director	$0	$0	$0
JON HOFFMAN	AT LARGE	008.00	Director	$0	$0	$0
PAOLA RODRIGUEZ	AT LARGE	002.00	Director	$0	$0	$0
AIMEE CAVERLY	AT LARGE	004.00	Director	$0	$0	$0
SHANNON GRAHAM	AT LARGE	002.75	Director	$0	$0	$0
ARWAL	AT LARGE	010.00	Director	$0	$0	$0
ROY TEMPKE JR	PRESIDENT	015.00	Officer	$0	$0	$0
STEPHANIE COARD	VICE PRESIDENT-DEI	005.00	Officer	$0	$0	$0
GERALD PILTZER	VICE PRES- GOVERNANCE	007.00	Officer	$0	$0	$0
ELENA BAZANOS	SECRETARY	001.00	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	$171,601	$332,391	$238,067	$-160,790
2022	$254,455	$230,997	$458,550	$23,458
2021	$191,054	$168,219	$361,548	$22,835
2020	$196,648	$135,480	$338,613	$61,168