NAMI SARASOTA AND MANATEE COUNTIES INC (EIN 592464505) - 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

1984

Legal Domicile

Principal Officer

COLLEEN THAYER

Phone

9414443428

Tax Period

2024-01-01 to 2024-12-31

NAMI SARASOTA AND MANATEE COUNTIES INC, founded in 1984, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $352K, a strong 16% operating margin.

Mission

PROVIDE SUPPORT, EDUCATION, AWARENESS, AND ADVOCACY TO INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS AND/OR CO-OCCURRING SUBSTANCE USE CHALLENGES, THEIR FAMILIES, AND CAREGIVERS.

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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 $997,579

Program Service Revenue $1,322,884

Investment Income $-67,684

Other Revenue $-10,595

TOTAL REVENUE $2,242,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,302,238

Fundraising Expenses $48,309

Program Expenses $1,668,518

Other Expenses $587,835

TOTAL EXPENSES $1,890,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,242,184	$1,479,746	+0.5%
Expenses	$1,890,073	$1,523,334	+0.2%
Net Income	$352,111	$-43,588	-9.1%

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

120

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

$127,421

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TARA POULTON	DIRECTOR	2.00	Director	$0	$0	$0
MAJOR RYAN BROWN	DIRECTOR	2.00	Director	$0	$0	$0
BART HODGENS	SECRETARY	9.00	Officer Director	$0	$0	$0
MISTIE SCHROEDER	DIRECTOR	2.00	Director	$0	$0	$0
RICK THURMAN	DIRECTOR	2.00	Director	$0	$0	$0
SYDNEY LENZ	DIRECTOR	2.00	Director	$0	$0	$0
VICKIE TIUTYAMA	VICE CHAIR & TREASURER	8.00	Officer Director	$0	$0	$0
MITZIE HENSON	CHAIR	9.00	Officer Director	$0	$0	$0
COLLEEN THAYER	EXECUTIVE DIRECTOR	40.00	Officer	$109,250	$18,171	$127,421

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	$2,242,184	$1,890,073	$2,419,848	$352,111
2023	$1,479,746	$1,523,334	$2,021,796	$-43,588
2022	$1,355,766	$1,015,192	$2,098,638	$340,574
2021	$1,789,326	$418,832	$1,686,920	$1,370,494
2020	$306,457	$245,754	$302,036	$60,703

NAMI SARASOTA AND MANATEE COUNTIES INC