NAMI GREATER SAN ANTONIO

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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

LAUREN BYRD

Phone

2107343349

Tax Period

2025-01-01 to 2025-12-31

NAMI GREATER SAN ANTONIO, founded in 1984, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2025. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR ALL PEOPLE AFFECTED BY MENTAL ILLNESS BY PROVIDING SUPPORT, EDUCATION, REFERRAL SOURCES, AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $977,451

WARM LINE STIGMA - SEE RESPONSE IN SCHEDULE O.

Program 2

Expenses: $687,547

YOUTH PROGRAMS - SEE SCHEDULE O FOR RESPONSE.

Program 3

Expenses: $134,401

OUTREACH SUPPORT & EDUCATION - SEE RESPONSE IN SCHEDUL 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 (2025)

Revenue Breakdown

Contributions & Grants $1,900,964

Program Service Revenue $145,592

Investment Income $16,150

Other Revenue $198,958

TOTAL REVENUE $2,261,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,743,143

Fundraising Expenses $0

Program Expenses $1,948,238

Other Expenses $655,041

TOTAL EXPENSES $2,398,184

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,261,664	$1,623,186	+0.4%
Expenses	$2,398,184	$1,350,216	+0.8%
Net Income	$-136,520	$272,970	-1.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG BEACH	FORMER EXECUTIVE DIRECTOR	40.00		$118,066	$0	$118,066
JIM MCCANN	ADVISORY BOARD	2.00	Director	$0	$0	$0
RON KIRKLIN	VICE PRESIDENT	2.00	Director	$0	$0	$0
YOLANDA HUFF	DIRECTOR	2.00	Director	$0	$0	$0
BOB MCCULLOUGH	TREASURER	2.00	Director	$0	$0	$0
VERONICA DRAKE	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN HERMAN	DIRECTOR	2.00	Director	$0	$0	$0
SHARI HROMAS	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA KNEBEL	DIRECTOR	2.00	Director	$0	$0	$0
LORI MASSEY BRISSETTE	PRESIDENT	2.00	Director	$0	$0	$0
STEVEN PLIZSKA	DIRECTOR	2.00	Director	$0	$0	$0
MIKE CHALK	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE SPENCER	ADVISORY BOARD	2.00	Director	$0	$0	$0
DONNIE WHITED	SECRETARY	2.00	Director	$0	$0	$0
ANGELICA CERVANTES	DIRECTOR	2.00	Director	$0	$0	$0
CLIFF MCGLOTTEN	ADVISORY BOARD	2.00	Director	$0	$0	$0
TIA BENNING	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM BILL GLENN	DIRECTOR	2.00	Director	$0	$0	$0
ALEJANDRO VARGAS	DIRECTOR	2.00	Director	$0	$0	$0
TRACY WINSTEAD	DIRECTOR	2.00	Director	$0	$0	$0
JANICE BUNCH	ADVISORY BOARD	2.00	Director	$0	$0	$0
KARIN GABRIELSON	ADVISORY BOARD	2.00	Director	$0	$0	$0
MIKE LOZITO	ADVISORY BOARD	2.00	Director	$0	$0	$0
TERESA MCCALEB	ADVISORY BOARD	2.00	Director	$0	$0	$0
LYSSA OCHOA	ADVISORY BOARD	2.00	Director	$0	$0	$0
SUSAN SMITH	ADVISORY BOARD	2.00	Director	$0	$0	$0
BERT MILLER	ADVISORY BOARD	2.00	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	$2,261,664	$2,398,184	$1,319,142	$-136,520
2024	No data	No data	No data	No data
2023	$1,021,295	$786,768	$834,730	$234,527
2022	$731,217	$678,091	$618,592	$53,126
2021	$430,238	$437,413	$559,550	$-7,175
2020	$659,370	$412,362	$563,996	$247,008
2019	$504,758	$418,173	$309,091	$86,585
2018	$381,330	$381,122	$212,269	$208