NAMI SANTA BARBARA COUNTY

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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

1982

Legal Domicile

Principal Officer

PAMELA WILKINSON

Phone

8058848440

Tax Period

2025-01-01 to 2025-12-31

NAMI SANTA BARBARA COUNTY, founded in 1982, is a small nonprofit in the Mental Health sector that reported $372K in total revenue in fiscal year 2025. The organization ran a surplus of $329K, a strong 88% operating margin.

Mission

NAMI PROVIDES ADVOCACY, EDUCATION, SUPPORT, PUBLIC AWARENESS SO ALL AFFECTED BY MENTAL ILLNESS CAN LIVE BETTER LIVES.

Program Service Accomplishments

Program 1

Expenses: $34,645 Revenue: $0

PROVIDING ADVOCACY, EDUCATION, SUPPORT FOR INDIVIDUALS AFFECTED BY MENTAL HEALTH ISSUES ALONG WITH PUBLIC AWARENESS.

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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 $369,787

Program Service Revenue $0

Investment Income $2,587

Other Revenue $0

TOTAL REVENUE $372,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,645

Other Expenses $43,118

TOTAL EXPENSES $43,118

Year-over-Year Comparison

	2025	2024	Change
Revenue	$372,374	N/A	N/A
Expenses	$43,118	N/A	N/A
Net Income	$329,256	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

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
TOM FRANKLIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIAN McKENZIE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGARET BERNAL	SECRETARY	1.00	Officer Director	$0	$0	$0
PAMELA WILKINSON	TREASURER	1.00	Officer Director	$0	$0	$0
CHERYL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
RAMONA WINNER	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD MARCUS	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA HIPPLE	DIRECTOR	1.00	Director	$0	$0	$0
TRISTINE RAINER	DIRECTOR	1.00	Director	$0	$0	$0
JULIE KESSLER SOLOMON	DIRECTOR	1.00	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	$372,374	$43,118	$361,217	$329,256