NAMI TENNESSEE

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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

1986

Legal Domicile

Principal Officer

KATRINA GAY

Phone

6153616608

Tax Period

2024-07-01 to 2025-06-30

NAMI TENNESSEE, founded in 1986, is a community nonprofit in the Mental Health sector that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 12% surplus.

Mission

NAMI TENNESSEE'S MISSION: ENHANCING THE LIVES OF THOSE AFFECTED BY MENTAL ILLNESS. OUR MISSION IS ACCOMPLISHED THROUGH SUPPORT, EDUCATION, AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $1,406,765 Revenue: $104,556

NAMI TENNESSEE PROVIDES PROGRAMS, TRAINING AND LEADERSHIP FOR GRASS-ROOTS ADVOCATES THAT RUN OUR LOCAL AFFILIATE GROUPS. VOLUNTEERS IN 17 LOCAL AFFILIATES PROVIDE FREE EDUCATION CLASSES, FACILITATE SUPPORT GROUPS AND DRIVE ADVOCACY EFFORTS SERVING INDIVIDUALS WITH MENTAL HEALTH CONDITIONS, THEIR FAMILY MEMBERS AND THE MENTAL HEALTH PROFESSIONALS WHO SERVE THEM. SUPPORT: LOCAL AFFILIATES PROVIDED NEARLY 260 SUPPORT GROUPS WITH OVER 1,600 INDIVIDUALS PARTICIPATING. NAMI TENNESSEE HELD 6 SUPPORT GROUP FACILITATOR TRAININGS, GRADUATING 33 NEW TRAINED VOLUNTEER FACILITATORS. THE NAMI TENNESSEE HELPLINE SERVED OVER 2,000 DIVERSE CALLERS PROVIDING LOCAL, STATE, AND NATIONAL RESOURCES. - CONTINUED ON SCHEDULE O

Program 2

Expenses: $206,435

THE CRISIS INTERVENTION TEAM (CIT) IN TENNESSEE PROGRAM IS MADE POSSIBLE THROUGH THE STATE OF TENNESSEE VIA THE TENNESSEE DEPARTMENT OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES. THE GRANT FUNDS...

THE CRISIS INTERVENTION TEAM (CIT) IN TENNESSEE PROGRAM IS MADE POSSIBLE THROUGH THE STATE OF TENNESSEE VIA THE TENNESSEE DEPARTMENT OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES. THE GRANT FUNDS HELP POSITION NAMI TENNESSEE AS A CONVENOR TO ENSURE THAT A CROSS-SECTOR, INTER-AGENCY APPROACH IS TAKEN TO EXPANDING CIT ACROSS THE STATE. THIS INCLUDES MAINTAINING A QUARTERLY STATEWIDE CIT TASK FORCE, HOSTING CIT TRAIN THE TRAINER TRAININGS IN EACH REGION AND PROVIDING TRAINING TO CIT COMMUNITY COALITIONS. NAMI TENNESSEE HELD 69 CIT INFORMATIONAL MEETINGS, TRAINED 43 FIRST RESPONDERS AS TRAINERS, AND TRAINED NEARLY 600 FIRST RESPONDERS IN CIT. - CONTINUED ON SCHEDULE O

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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 $1,951,054

Program Service Revenue $104,556

Investment Income $305

Other Revenue $-11,507

TOTAL REVENUE $2,044,408

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $1,026,200

Fundraising Expenses $2,053

Program Expenses $1,613,200

Other Expenses $704,771

TOTAL EXPENSES $1,805,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,044,408	$1,709,148	+0.2%
Expenses	$1,805,971	$1,526,718	+0.2%
Net Income	$238,437	$182,430	+0.3%

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

$117,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATRINA GAY	EXECUTIVE DI	40.00	Officer	$108,736	$8,412	$117,148
DONNA MADDOX	PRESIDENT	1.00	Officer Director	$0	$0	$0
GINGER NASERI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JIM BRIGGS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MIKE DEITSCHMANN	TREASURER	1.00	Officer Director	$0	$0	$0
NANCY KILLEN	SECRETARY	1.00	Officer Director	$0	$0	$0
SYLVIA PHILLIPS	PAST PRESIDE	1.00	Director	$0	$0	$0
CLARK SPODEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIAN RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM SIDES	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER ROHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN TETZELI	BOARD MEMBER	1.00	Director	$0	$0	$0
JANNA JAHN	BOARD MEMBER	1.00	Director	$0	$0	$0
RON MORTON	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA RECTOR	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK KULHANEK	BOARD MEMBER	1.00	Director	$0	$0	$0
AIMEE SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTA HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KASTHURI GOMATHINAYAGAM	BOARD MEMBER	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
2025	$2,044,408	$1,805,971	$934,894	$238,437
2024	$1,709,148	$1,526,718	$699,221	$182,430
2023	$1,789,128	$1,672,977	$693,214	$116,151
2022	$1,213,723	$1,289,888	$417,550	$-76,165
2021	$999,775	$918,357	$423,145	$81,418