NAMI LAKE SUPERIOR SOUTH SHORE WI INC (EIN 810823930) - 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

2015

Legal Domicile

Principal Officer

CHRISSY BARNARD

Phone

9204525152

Tax Period

2023-01-01 to 2023-12-31

NAMI LAKE SUPERIOR SOUTH SHORE WI INC, founded in 2015, is a small nonprofit in the Mental Health sector that reported $242K in total revenue in fiscal year 2023. The organization ran a surplus of $215K, a strong 89% operating margin.

Mission

NAMI LAKE SUPERIOR SOUTH SHORE IS A WISCONSIN NON-STOCK CORPORATION THAT PROVIDES SUPPORT, EDUCATION, AND ADVOCACY THROUGHOUT THE ASHLAND, BAYFIELD, AND DOUGLAS COUNTY, AREA ON BEHALF OF INDIVIDUALS AND FAMILIES 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 $242,374

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $242,376

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,585

Other Expenses $27,824

TOTAL EXPENSES $27,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,376	N/A	N/A
Expenses	$27,824	N/A	N/A
Net Income	$214,552	N/A	N/A

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

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
DUSTIN ANDERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISSY BARNARD	PRESIDENT	10.00	Officer Director	$0	$0	$0
JASMINE HAROLDSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BRADLEY JAGO	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS JENSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KATY JOHNSON	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JANE LASON	TREASURER	2.00	Officer Director	$0	$0	$0
CINDY MICHALSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGIE MUSOLF	SECRETARY	2.00	Officer Director	$0	$0	$0
REBECCA WACHSMUTH	BOARD MEMBER	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
2023	$242,376	$27,824	$237,712	$214,552

NAMI LAKE SUPERIOR SOUTH SHORE WI INC