NAMI LOWCOUNTRY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

JOSHUA JOSEY

Phone

8436812200

Tax Period

2023-01-01 to 2023-12-31

NAMI LOWCOUNTRY, founded in 1989, is a small nonprofit in the Mental Health sector that reported $219K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $427K exceeded revenue, resulting in a 95% operating deficit.

Mission

PROMOTING AWARENESS OF THE ISSUES FACING PEOPLE WITH MENTAL ILLNESS AS WELL AS PROVIDING HELP, EDUCATION, SUPPORT AND HOUSING FOR THOSE WITH MENTAL ILLNESSES.

Program Service Accomplishments

Program 1

Expenses: $372,246 Revenue: $15,218

PROMOTING AWARENESS OF THE ISSUES FACING PEOPLE WITH MENTAL ILLNESS AS WELL AS PROVIDING HELP, EDUCATION, SUPPORT AND HOUSING FOR THOSE WITH MENTAL ILLNESS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $169,912

Program Service Revenue $15,218

Investment Income $33,947

Other Revenue $0

TOTAL REVENUE $219,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,375

Fundraising Expenses $8,750

Program Expenses $372,246

Other Expenses $317,558

TOTAL EXPENSES $426,933

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,077	$480,892	-0.5%
Expenses	$426,933	$174,058	+1.5%
Net Income	$-207,856	$306,834	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$62,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE CASEY	EXECUTIVE DI	40.00	Officer	$62,000	$0	$62,000
WENDALL CHURCHILL	TRUSTEE	1.00	Director	$0	$0	$0
BROOKE DEAN	PRESIDENT	2.50	Officer Director	$0	$0	$0
MARGO ELIS	TRUSTEE	1.00	Director	$0	$0	$0
ADDISON FENDER	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER GALVIN	TRUSTEE	1.00	Director	$0	$0	$0
PETER GAW	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN HORN	SECRETARY	7.00	Officer Director	$0	$0	$0
JOSHUA JOSEY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
A'NYA MARSHBURN	TRUSTEE	2.50	Director	$0	$0	$0
JASON WILSON	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$219,077	$426,933	$613,550	$-207,856
2022	$480,892	$174,058	$820,214	$306,834
2021	$428,433	$233,843	$534,865	$194,590
2021	$428,433	$233,842	$534,866	$194,591
2020	$315,200	$319,407	$347,587	$-4,207
2019	$254,649	$265,045	$359,321	$-10,396
2018	$212,036	$207,558	$371,948	$4,478