NATIONAL ALLIANCE ON MENTAL ILLNES… - Form 990 Financial Data

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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

LORI JARVIS-STEINWERT

Phone

7194738477

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ALLIANCE ON MENTAL ILLNESS - COLORADO SPRINGS, founded in 1984, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $936K left a modest 13% surplus.

Mission

NAMI COLORADO SPRINGS EXISTS TO EDUCATE, SUPPORT, AND ADVOCATE FOR PEOPLE AND FAMILIES WHO ARE LIVING WITH MENTAL ILLNESS IN THE PIKES PEAK REGION.

Program Service Accomplishments

Program 1

Expenses: $401,943 Revenue: $21,318

SUPPORT AND CONNECT INDIVIDUALS AND FAMILY MEMBERS WHO ARE NAVIGATING MENTAL HEALTH CONDITIONS VIA MULTI-WEEK EDUCATION CLASSES, REGULAR SUPPORT GROUPS (VIRTUAL AND IN-PERSON) AND OTHER NO-COST PEER...

Program 2

Expenses: $186,295

EDUCATE THE GREATER COMMUNITY ON THE LIVED EXPERIENCE OF MENTAL HEALTH CONDITIONS, AND ADVOCATE FOR THOSE WHO HAVE THAT EXPERIENCE, THROUGH PRESENTATIONS, TRAININGS, EVENTS AND INFORMATION CAMPAIGNS.

Program 3

Expenses: $77,905

PROVIDE MENTAL HEALTH RESOURCE AND REFERRAL SERVICES AND GENERAL INFORMATION TO THOSE WHO CALL, EMAIL OR DROP INTO THE NAMI OFFICE DURING BUSINESS HOURS, AND TO AN ONLINE COMMUNITY OF MORE THAN 4,000...

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,111,961

Program Service Revenue $21,318

Investment Income $17,753

Other Revenue $-80,261

TOTAL REVENUE $1,070,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $506,417

Fundraising Expenses $147,986

Program Expenses $666,143

Other Expenses $429,307

TOTAL EXPENSES $935,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,070,771	$773,306	+0.4%
Expenses	$935,724	$584,118	+0.6%
Net Income	$135,047	$189,188	-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

$133,855

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI JARVIS-STEINWERT	EXECUTIVE DI	40.00	Officer	$129,081	$4,774	$133,855
DR LEON KELLY	PRESIDENT	3.00	Officer Director	$0	$0	$0
TALINE MEREDITH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ROB LEVIS	TREASURER	2.00	Officer Director	$0	$0	$0
DAMIAN MCCABE	SECRETARY	2.00	Officer Director	$0	$0	$0
RAY CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
MONICA FUREY	DIRECTOR	1.00	Director	$0	$0	$0
BILL MAHAFFEY	DIRECTOR	1.00	Director	$0	$0	$0
JULIE PAPA	DIRECTOR	1.00	Director	$0	$0	$0
DR EMILY PTASZEK	DIRECTOR	1.00	Director	$0	$0	$0
BILLIE RATLIFF	DIRECTOR	1.00	Director	$0	$0	$0
JUAN RECINOS	DIRECTOR	1.00	Director	$0	$0	$0
LAURA RIDENOUR	DIRECTOR	1.00	Director	$0	$0	$0
RHEA ROLLMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARY ROSENOFF	DIRECTOR	1.00	Director	$0	$0	$0
SAM STEPHENSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE TALARICO	DIRECTOR	1.00	Director	$0	$0	$0
MANYA WHITAKER	DIRECTOR	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	$1,070,771	$935,724	$961,676	$135,047
2022	$773,306	$584,118	$826,545	$189,188
2021	$509,344	$450,061	$586,541	$59,283
2020	$510,507	$438,581	$434,640	$71,926
2019	$414,701	$415,663	$371,137	$-962

NATIONAL ALLIANCE ON MENTAL ILLNESS - COLORADO SPRINGS