NAMI-Billings

EIN: 810507324 501(c)(3) Mental Health

Billings, MT

Total Revenue
$194,921
Total Expenses
$136,828
Total Assets
$687,984
Net Assets
$687,169
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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
MT
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.

Program Service Accomplishments

Program 1
Expenses: $78,648 Revenue: $97,126

NAMI-Billings educates, advocates and supports all those afffected by Mental Illness. NAMI-Billings offers support groups and educational programs for people with mental illnes, their family members...

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NAMI-Billings educates, advocates and supports all those afffected by Mental Illness. NAMI-Billings offers support groups and educational programs for people with mental illnes, their family members and the general public. We offer our services free of charge to our participants. For many people suffering with mental illness, NAMI-Billings is a virtual Life-line, offering tools and hope for a productive and happy life. We make positive changes to the publics perception of mental illness and provide accurate information about the personal, social and economic challenges faced by people living with mental illness. During 2023 Nami-Billings had 27 Support group attendees, made community presentations and classes reaching 366 people with over 1049 volunteer hours.

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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 (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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
26

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
13
$0
Key Employees
0
$0
Highest Compensated
0
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
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