NAMI PALM BEACH COUNTY INC (EIN 592301320) - Form 990 Financial Analysis & Trantor Score

🔒

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

1983

Legal Domicile

Principal Officer

KATHERINE M MURPHY

Phone

5615883477

Tax Period

2024-01-01 to 2024-12-31

NAMI PALM BEACH COUNTY INC, founded in 1983, is a community nonprofit in the Mental Health sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $869K left a modest 14% surplus.

Mission

NAMI PALM BEACH COUNTY PROVIDES ADVOCACY, EDUCATION, SUPPORT, AND PUBLIC AWARENESS SO THAT ALL INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS CAN BUILD BETTER LIVES.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $907,529

Program Service Revenue $0

Investment Income $23,898

Other Revenue $77,590

TOTAL REVENUE $1,009,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $584,811

Fundraising Expenses $16,543

Program Expenses $737,000

Other Expenses $284,666

TOTAL EXPENSES $869,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,009,017	$769,849	+0.3%
Expenses	$869,477	$775,515	+0.1%
Net Income	$139,540	$-5,666	-25.6%

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

180

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

$98,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL CHECKERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
LISA L NICHOLSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOEL ENGELHARDT	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBYN WELCH	TREASURER	2.00	Officer Director	$0	$0	$0
NICOLE BAGANZ	DIRECTOR	2.00	Director	$0	$0	$0
LINDA CASALE	DIRECTOR	2.00	Director	$0	$0	$0
ATENSIA S EARP BOWEN	DIRECTOR	2.00	Director	$0	$0	$0
RACHAEL FLANAGAN ESQ	DIRECTOR	2.00	Director	$0	$0	$0
DONNA HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
GARY TIMMER	DIRECTOR	2.00	Director	$0	$0	$0
MONIQUE BROWN FAUST	DIRECTOR	2.00	Director	$0	$0	$0
MARY ANNE GIOIA	DIRECTOR	2.00	Director	$0	$0	$0
KATIE LIOGIER-WEYBACK	DIRECTOR	2.00	Director	$0	$0	$0
GABRIELLE TORRES	DIRECTOR	2.00	Director	$0	$0	$0
GINA WELLS	DIRECTOR	3.00	Director	$0	$0	$0
KATHERINE MURPHY	CHIEF EXECUTIVE OFFICER	50.00	Officer	$95,150	$3,600	$98,750

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	$1,009,017	$869,477	$965,171	$139,540
2023	$769,849	$775,515	$822,460	$-5,666
2022	$793,335	$796,706	$818,299	$-3,371
2021	$860,673	$725,000	$818,035	$135,673
2020	$702,034	$678,143	$806,101	$23,891
2018	$738,072	$723,548	$660,097	$14,524

NAMI PALM BEACH COUNTY INC