NAMI LEE COUNTY

EIN: 650122844 501(c)(3)

FORT MYERS, FL

Total Revenue
$336,754
Total Expenses
$314,560
Total Assets
$348,140
Net Assets
$330,365
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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

Principal Officer
CATHERINE PALMISANO
Tax Period
2024-07-01 to 2025-06-30

NAMI LEE COUNTY is a small nonprofit that reported $337K in total revenue in fiscal year 2024. Expenses of $315K left a modest 7% surplus.

Mission

MENTAL ILLNESS INFORMATION AND ADVOCACY

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $334,793
Program Service Revenue $0
Investment Income $1,961
Other Revenue $0
TOTAL REVENUE $336,754

Expense Breakdown

Grants Paid $0
Salaries & Benefits $191,032
Fundraising Expenses $20,100
Program Expenses $261,985
Other Expenses $123,528
TOTAL EXPENSES $314,560

Year-over-Year Comparison

2024 2023 Change
Revenue $336,754 $346,273 0.0%
Expenses $314,560 $324,056 0.0%
Net Income $22,194 $22,217 0.0%
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

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Governance

Voting Members
10
Independent Members
10
Employees
6
Volunteers
20

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
4
$0
Total Directors
5
$96,221
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VACHAREE HOWARD EXECUTIVE DI 40.00
Director
$96,221 $0 $96,221
CATHERINE PALMISANO PRESIDENT 0.00
Officer Director
$0 $0 $0
ROGER VALDIVIA VICE PRESIDE 0.00
Officer Director
$0 $0 $0
VICTORIA SCANLON SECRETARY 0.00
Officer Director
$0 $0 $0
ELIZABETH DOSORETZ TREASURER 0.00
Officer 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 $336,754 $314,560 $348,140 $22,194
2024 $346,273 $324,056 $327,201 $22,217
2023 $347,628 $304,269 $387,567 $43,359
2021 $264,860 $221,960 $223,334 $42,900
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