NAMI Central Texas (EIN 742374858) - 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

Phone

5124209810

Tax Period

2023-01-01 to 2023-12-31

NAMI Central Texas, founded in 1984, is a small nonprofit that reported $556K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $764K exceeded revenue, resulting in a 37% operating deficit.

Mission

The mission of NAMI Central Texas is to improve the lives of all persons affected by serious mental illness by providing support, education and advocacy through a grassroots network.

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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 $557,241

Program Service Revenue $1,550

Investment Income $23,072

Other Revenue $-25,885

TOTAL REVENUE $555,978

Expense Breakdown

Grants Paid $4,090

Salaries & Benefits $514,033

Fundraising Expenses $77,976

Program Expenses $606,982

Other Expenses $246,234

TOTAL EXPENSES $764,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$555,978	$816,115	-0.3%
Expenses	$764,357	$733,521	+0.0%
Net Income	$-208,379	$82,594	-3.5%

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

200

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

$135,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brianna McKinney	President	N/A	Officer Director	$0	$0	$0
Sydney Harris	Secretary	N/A	Officer Director	$0	$0	$0
Kevin Uhlenhaker	Treasurer	N/A	Officer Director	$0	$0	$0
Leo Paterra	Board Member	N/A	Director	$0	$0	$0
Manuel Quinto-Pozos	Board Member	N/A	Director	$0	$0	$0
Monica Ho	Board Member	N/A	Director	$0	$0	$0
Kimberly Holiday	Board Member	N/A	Director	$0	$0	$0
Mary Yancy	Board Member	N/A	Director	$0	$0	$0
Kelly Schaber Burgi	Board Member	N/A	Director	$0	$0	$0
Sarah Andrews	Board Member	N/A	Director	$0	$0	$0
Courtney Bailey	Board Member	N/A	Director	$0	$0	$0
Rajeev Jain	Board Member	N/A	Director	$0	$0	$0
Amanda Barczyk	Board Member	N/A	Director	$0	$0	$0
Javier Valdez	Executive Director	N/A	Officer	$43,547	$1,968	$45,515
Brianna McKinney	Interim Executive Director	N/A	Officer	$50,917	$0	$50,917
Kate Hix	Executive Director	N/A	Officer	$38,999	$0	$38,999

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	$555,978	$764,357	$649,881	$-208,379
2022	$816,115	$733,521	$927,375	$82,594
2021	$776,359	$841,278	$828,900	$-64,919
2020	$999,854	$628,845	$883,128	$371,009
2019	$721,746	$636,661	$527,932	$85,085
2018	$528,009	$545,510	$430,301	$-17,501

NAMI Central Texas