NAMI-Billings (EIN 810507324) - 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

1997

Legal Domicile

Principal Officer

Patricia Yoder

Phone

4062562001

Tax Period

2023-01-01 to 2023-12-31

NAMI-Billings, founded in 1997, is a small nonprofit in the Mental Health sector that reported $195K in total revenue in fiscal year 2023. Revenue surged 132% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 30% operating margin.

Mission

Nami-Billings works to educate, advocate and support all those affected by mental illness.

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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 $97,126

Program Service Revenue $0

Investment Income $97,795

Other Revenue $0

TOTAL REVENUE $194,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,258

Fundraising Expenses $0

Program Expenses $78,648

Other Expenses $74,570

TOTAL EXPENSES $136,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,921	$83,966	+1.3%
Expenses	$136,828	$167,749	-0.2%
Net Income	$58,093	$-83,783	-1.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patty Yoder	President	6.71	Officer Director	$0	$0	$0
Pat Lowthian	Secretary	1.23	Officer Director	$0	$0	$0
Rod Ostermiller	Board Member	0.65	Director	$0	$0	$0
Tom Moser	Board Member	0.15	Director	$0	$0	$0
Kristianne Wilson	Vice President	0.73	Officer Director	$0	$0	$0
Paul Duncil	Board Member	0.12	Director	$0	$0	$0
Greg Titensor	Board Member	0.58	Director	$0	$0	$0
Adam Lauwers	Board Member	0.19	Director	$0	$0	$0
Ryan Shore	Board Member	0.58	Director	$0	$0	$0
Christina Garza	Board Member	0.54	Director	$0	$0	$0
Jennifer Schaaf	Treasurer	0.98	Officer Director	$0	$0	$0
Tony Gaffke	Board Member	0.54	Director	$0	$0	$0
Laurie Yamamoto	Board Member	0.62	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$194,921	$136,828	$687,984	$58,093
2022	$83,966	$167,749	$629,785	$-83,783
2021	$58,814	$79,607	$713,050	$-20,793
2020	$132,419	$68,622	$733,876	$63,797
2019	$157,596	$67,638	$670,001	$89,958
2018	$-12,655	$50,133	$580,967	$-62,788

NAMI-Billings