NAMI-WOOD RIVER VALLEY INC (EIN 820530506) - 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

Legal Domicile

Principal Officer

JEFF EMERICK

Phone

2085785466

Tax Period

2021-01-01 to 2021-12-31

NAMI-WOOD RIVER VALLEY INC is a small nonprofit in the Mental Health sector that reported $158K in total revenue in fiscal year 2021. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE EDUCATION, SUPPORT, ADVOCACY AND EMPOWERMENT FOR THE MENTALLY ILL AND THEIR FAMILIES, ENSURING EQUAL ACCESS TO MEDICAL, SOCIAL, ECONOMIC, LEGAL, JUDICIAL AND SPIRITUAL RESOURCES WITHIN OUR COMMUNITY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $139,443

Program Service Revenue $0

Investment Income $139

Other Revenue $18,610

TOTAL REVENUE $158,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,410

Fundraising Expenses $2,688

Program Expenses $57,975

Other Expenses $46,922

TOTAL EXPENSES $165,332

Year-over-Year Comparison

	2021	2020	Change
Revenue	$158,192	$219,784	-0.3%
Expenses	$165,332	$153,013	+0.1%
Net Income	$-7,140	$66,771	-1.1%

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

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
JASON BARBEE	BOARD MEMBER	0.50	Director	$0	$0	$0
MELANIE COLLINS	TREASURER	1.00	Officer Director	$0	$0	$0
ANNYS DYE	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFF EMERICK	BOARD MEMBER	N/A	Director	$0	$0	$0
KERRI EVERETT	BOARD MEMBER	0.50	Director	$0	$0	$0
PAGE KLUNE	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS KOCH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BAILEE RIDER	SECRETARY	1.00	Officer Director	$0	$0	$0
ALYSON WITMER	BOARD MEMBER	0.50	Director	$0	$0	$0
BRITTANY SHIPLEY	EXECUTIVE DI	N/A	Officer	$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
2021	$158,192	$165,332	$188,058	$-7,140
2020	$219,784	$153,013	$190,847	$66,771

NAMI-WOOD RIVER VALLEY INC